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2022-04-13
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Apple Could Announce a New $80-90 Billion Stock Buyback Plan - Citi
Jay88
2022-04-13
$Apple(AAPL)$
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Jay88
2022-04-13
$Apple(AAPL)$
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Jay88
2022-04-12
$Apple(AAPL)$
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Jay88
2022-04-12
$Apple(AAPL)$
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Jay88
2022-04-11
$Apple(AAPL)$
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Jay88
2022-04-11
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Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week
Jay88
2022-04-11
$Grab Holdings(GRAB)$
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Jay88
2022-04-10
$Grab Holdings(GRAB)$
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Jay88
2022-04-10
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Palantir Vs. Snowflake Stock: Which Is The Better Buy?
Jay88
2022-04-09
$Apple(AAPL)$
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Jay88
2022-04-09
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US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes
Jay88
2022-04-08
$Apple(AAPL)$
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Jay88
2022-04-08
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S&P 500 Ends Higher, Lifted By Tesla
Jay88
2022-04-07
$Grab Holdings(GRAB)$
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Jay88
2022-04-07
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Elon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It
Jay88
2022-04-06
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Stocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed
Jay88
2022-04-06
$Apple(AAPL)$
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Jay88
2022-04-05
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Don't Let This 1 Decision Sour You on Sea Limited
Jay88
2022-04-05
$Grab Holdings(GRAB)$
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Go to Tiger App to see more news
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Furthermore, the Cupertino-based titan could also raise its dividend by 5-10%, Citi analyst said.</p><p>As far as fundamentals are concerned, Suva sees several positive drivers for Apple‘s products and services.</p><p>“While supply chain headwinds are likely to linger, we see demand driven by mix shift away from lower priced Android phones towards more mid end and premium pricing products. We note recent media news of production cuts is nothing unusual at this point in the product cycle given Apple tends to overshoot on build estimates to ensure sufficient supply,” the Citi analyst wrote in a client note.</p><p>News concerning regulatory risks could eventually act as a “major overhang” on Apple shares, however, the analyst says this is a headline risk rather than a fundamental risk.</p><p>Still, he recognizes that Apple stock could correct lower on such headlines but these pullbacks should be seen as buying opportunities.</p><p>The analyst also reflected on the recent media report that Apple is working on subscription offerings for its hardware products.</p><p>“Many technology companies are offering more as a service offerings rather than full purchase price. We believe at some point in the future Apple may do this with its Mac, iPads, Apple Watch, and other devices. This is not that dissimilar to the iPhone leasing program, but will make these other devices more affordable as they will not require the large upfront cash outlay,” Suva added.</p></body></html>","source":"highlight_streetinsider","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 Could Announce a New $80-90 Billion Stock Buyback Plan - Citi</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 Could Announce a New $80-90 Billion Stock Buyback Plan - Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:31 GMT+8 <a href=https://www.streetinsider.com/dr/news.php?id=19902793><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple could announce an incremental stock buyback of $80-90 billion this month, according to Citi analyst Jim Suva.Apple spent roughly $81 billion in the last 12 months on buying back its shares, ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19902793\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","AAPL":"苹果","BK4574":"无人驾驶","BK4207":"综合性银行","BK4573":"虚拟现实","BK4559":"巴菲特持仓","BK4505":"高瓴资本持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4512":"苹果概念","C":"花旗","BK4170":"电脑硬件、储存设备及电脑周边","BK4017":"黄金","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4570":"地缘局势概念股","BK4553":"喜马拉雅资本持仓","BK4571":"数字音乐概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4575":"芯片概念","BK4501":"段永平概念"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19902793","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226549016","content_text":"Apple could announce an incremental stock buyback of $80-90 billion this month, according to Citi analyst Jim Suva.Apple spent roughly $81 billion in the last 12 months on buying back its shares, Juva adds. Furthermore, the Cupertino-based titan could also raise its dividend by 5-10%, Citi analyst said.As far as fundamentals are concerned, Suva sees several positive drivers for Apple‘s products and services.“While supply chain headwinds are likely to linger, we see demand driven by mix shift away from lower priced Android phones towards more mid end and premium pricing products. We note recent media news of production cuts is nothing unusual at this point in the product cycle given Apple tends to overshoot on build estimates to ensure sufficient supply,” the Citi analyst wrote in a client note.News concerning regulatory risks could eventually act as a “major overhang” on Apple shares, however, the analyst says this is a headline risk rather than a fundamental risk.Still, he recognizes that Apple stock could correct lower on such headlines but these pullbacks should be seen as buying opportunities.The analyst also reflected on the recent media report that Apple is working on subscription offerings for its hardware products.“Many technology companies are offering more as a service offerings rather than full purchase price. We believe at some point in the future Apple may do this with its Mac, iPads, Apple Watch, and other devices. This is not that dissimilar to the iPhone leasing program, but will make these other devices more affordable as they will not require the large upfront cash outlay,” Suva added.","news_type":1},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017529651,"gmtCreate":1649801939452,"gmtModify":1676534576394,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/febf515afdabd69e63ed8805270d4ccc","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017529651","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9017529112,"gmtCreate":1649801924713,"gmtModify":1676534576407,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/ffa907ad1d29244b109b6236a586690a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017529112","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014441479,"gmtCreate":1649715507141,"gmtModify":1676534553904,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/5ebdd8dfffbad1e2a9657dffceae4607","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014441479","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014441507,"gmtCreate":1649715497352,"gmtModify":1676534553887,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/1f2f28688d3b4033a09cc59e21d19562","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014441507","isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014838255,"gmtCreate":1649637868922,"gmtModify":1676534541571,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/f1bf52479344ac64a400ac9c94f1c89d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014838255","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9014831703,"gmtCreate":1649637828948,"gmtModify":1676534541564,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014831703","repostId":"1160510500","repostType":4,"repost":{"id":"1160510500","pubTimestamp":1649631014,"share":"https://ttm.financial/m/news/1160510500?lang=&edition=fundamental","pubTime":"2022-04-11 06:50","market":"us","language":"en","title":"Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1160510500","media":"Barrons","summary":"First-quarter earnings season begins this week, kicked off as always by results from several big ban","content":"<html><head></head><body><p>First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and Citigroup on Thursday.</p><p>Notable non-bank companies reporting this week will include Albertsons on Tuesday, plus Delta Air Lines, BlackRock, and Fastenal on Wednesday. On Thursday, Taiwan Semiconductor Manufacturing and UnitedHealth Group will report.</p><p>U.S. stock and bond markets will be closed on Friday for Good Friday.</p><p><img src=\"https://static.tigerbbs.com/f2ba28ca20f2e1301fa295ded0758452\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p>The economic data highlights of the week will be the latest inflation data: the Bureau of Labor Statistics’ consumer price index for March is out on Tuesday and the producer price index is out on Wednesday. Consumer prices are expected to have surged 8.4% year over year, while producer prices are forecast to have spiked 10.5% year over year.</p><p>Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for March on Tuesday, plus the University of Michigan’s Consumer Sentiment Survey for April and the Census Bureau’s retail-sales spending report for March—both on Thursday.</p><p><b>Monday 4/11</b></p><p><b>Federal Reserve Bank</b> of Chicago President Charles Evans discusses his outlook for the economy, employment, inflation, and interest rates at the Detroit Economic Club.</p><p><b>Tuesday 4/12</b></p><p><b>The Bureau of Labor Statistics</b> reports the consumer-price index for March. Consensus estimate is for an 8.4% year-over-year spike for the CPI, after a 7.9% increase in February.</p><p>CarMax and Albertsons report fourth-quarter financial results.</p><p>Synopsys, Fifth Third Bancorp, Lennar, and Bank of New York Mellon hold annual shareholder meetings.</p><p><b>The National Federation</b> of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 94.9 reading. February’s 95.7 reading was the second consecutive month below the 48-year average of 98.</p><p><b>Wednesday 4/13</b></p><p>JPMorgan Chase, First Republic Bank, Rent the Runway, Delta Air Lines, BlackRock, Bed Bath & Beyond, Hooker Furnishings, and Fastenal host earnings conference calls.</p><p><b>The BLS</b> releases the producer-price index for March. The PPI is expected to jump 10.5% year over year on a nonseasonally adjusted basis, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.4%. This compares with increases of 10% and 8.4%, respectively, in February.</p><p><b>Thursday 4/14</b></p><p><b>First-quarter results</b>are expected from several banks and financial-services companies including Wells Fargo, U.S. Bancorp, Goldman Sachs, Morgan Stanley, Citigroup, PNC Financial Services Group, State Street, and Ally Financial. Others companies reporting financial results include Rite Aid, Taiwan Semiconductor Manufacturing, and UnitedHealth Group.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Survey for April. Expectations are for a 58.9 reading, compared with 59.4 in March.</p><p><b>The Census Bureau</b> reports on retail-sales spending for March. Expectations are for a seasonally adjusted 0.6% month-over-month increase in retail sales, compared with a 0.3% rise in February. Excluding autos, spending is seen rising 1.0%, compared with 0.2% in the previous period.</p><p><b>The BLS reports</b> export and import price data for March. Expectations are for a 2.2% month-over-month rise in export prices, while import prices are seen increasing 0.6%. This compares with gains of 3.0% and 1.4%, respectively, in February.</p><p>Dow, Carrier Global, and Owens Corning hold annual shareholder meetings.</p><p><b>Friday 4/15</b></p><p><b>The Federal Reserve</b> releases industrial production data for March. Economists are looking for a 0.4% rise, after a 0.5% increase in February.</p><p><b>U.S. stock and bond markets</b> are closed in observance of Good Friday.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 06:50 GMT+8 <a href=https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and...</p>\n\n<a href=\"https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","TSM":"台积电",".IXIC":"NASDAQ Composite","JPM":"摩根大通","C":"花旗","DAL":"达美航空","UNH":"联合健康","BLK":"贝莱德","MS":"摩根士丹利","FAST":"快扣",".SPX":"S&P 500 Index","ACI":"艾伯森","KMX":"车美仕","GS":"高盛","LEN":"莱纳建筑公司",".DJI":"道琼斯","WFC":"富国银行"},"source_url":"https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160510500","content_text":"First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and Citigroup on Thursday.Notable non-bank companies reporting this week will include Albertsons on Tuesday, plus Delta Air Lines, BlackRock, and Fastenal on Wednesday. On Thursday, Taiwan Semiconductor Manufacturing and UnitedHealth Group will report.U.S. stock and bond markets will be closed on Friday for Good Friday.The economic data highlights of the week will be the latest inflation data: the Bureau of Labor Statistics’ consumer price index for March is out on Tuesday and the producer price index is out on Wednesday. Consumer prices are expected to have surged 8.4% year over year, while producer prices are forecast to have spiked 10.5% year over year.Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for March on Tuesday, plus the University of Michigan’s Consumer Sentiment Survey for April and the Census Bureau’s retail-sales spending report for March—both on Thursday.Monday 4/11Federal Reserve Bank of Chicago President Charles Evans discusses his outlook for the economy, employment, inflation, and interest rates at the Detroit Economic Club.Tuesday 4/12The Bureau of Labor Statistics reports the consumer-price index for March. Consensus estimate is for an 8.4% year-over-year spike for the CPI, after a 7.9% increase in February.CarMax and Albertsons report fourth-quarter financial results.Synopsys, Fifth Third Bancorp, Lennar, and Bank of New York Mellon hold annual shareholder meetings.The National Federation of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 94.9 reading. February’s 95.7 reading was the second consecutive month below the 48-year average of 98.Wednesday 4/13JPMorgan Chase, First Republic Bank, Rent the Runway, Delta Air Lines, BlackRock, Bed Bath & Beyond, Hooker Furnishings, and Fastenal host earnings conference calls.The BLS releases the producer-price index for March. The PPI is expected to jump 10.5% year over year on a nonseasonally adjusted basis, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.4%. This compares with increases of 10% and 8.4%, respectively, in February.Thursday 4/14First-quarter resultsare expected from several banks and financial-services companies including Wells Fargo, U.S. Bancorp, Goldman Sachs, Morgan Stanley, Citigroup, PNC Financial Services Group, State Street, and Ally Financial. Others companies reporting financial results include Rite Aid, Taiwan Semiconductor Manufacturing, and UnitedHealth Group.The University of Michigan releases its Consumer Sentiment Survey for April. Expectations are for a 58.9 reading, compared with 59.4 in March.The Census Bureau reports on retail-sales spending for March. Expectations are for a seasonally adjusted 0.6% month-over-month increase in retail sales, compared with a 0.3% rise in February. Excluding autos, spending is seen rising 1.0%, compared with 0.2% in the previous period.The BLS reports export and import price data for March. Expectations are for a 2.2% month-over-month rise in export prices, while import prices are seen increasing 0.6%. This compares with gains of 3.0% and 1.4%, respectively, in February.Dow, Carrier Global, and Owens Corning hold annual shareholder meetings.Friday 4/15The Federal Reserve releases industrial production data for March. Economists are looking for a 0.4% rise, after a 0.5% increase in February.U.S. stock and bond markets are closed in observance of Good Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014831592,"gmtCreate":1649637800591,"gmtModify":1676534541556,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","text":"$Grab Holdings(GRAB)$ok","images":[{"img":"https://community-static.tradeup.com/news/65c43f268390449a8398cc611f2a6e02","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014831592","isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015479878,"gmtCreate":1649550640206,"gmtModify":1676534527565,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","text":"$Grab Holdings(GRAB)$ok","images":[{"img":"https://community-static.tradeup.com/news/65c43f268390449a8398cc611f2a6e02","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015479878","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015479094,"gmtCreate":1649550605591,"gmtModify":1676534527557,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015479094","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR's Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake's And Palantir's 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that "Snowflake shares fell sharply" on the day alongside "several other cloud-related stocks, as investors continued to shun technology stocks."</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according to<i>S&P Capital IQ</i>.</p><p>However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.</p><p>Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and "annual revenue growth of 30% or greater through 2025."</p><p>However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as per<i>S&P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that "the investments in the product" in 2021 "drove more improvement faster than we actually thought they might," and the company is "giving ourselves a little space there to invest as aggressively as possible."</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that "every performance improvement we do, we may have a revenue hit," but it stressed that "those customers are consuming more" in around half a year's time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the "data" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a "software company" which builds "digital infrastructure for data-driven operations." This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of "data processor." PLTR emphasized that its platforms "allow organizations to better manage" data "by bringing the right data to the people" and enabling "them to take data-driven decisions" and "conduct sophisticated analytic."</p><p>In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW's Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies' growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir's Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&P Capital IQ</i>, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and "have a big impact on Snowflake's path to profitability." This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&P Capital IQ</i>. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8 <a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015807016,"gmtCreate":1649461890082,"gmtModify":1676534514657,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/46b2df8e6c6e5657b4d5b12aa63ee8e2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015807016","isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9015804225,"gmtCreate":1649461859427,"gmtModify":1676534514657,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015804225","repostId":"2226575549","repostType":4,"repost":{"id":"2226575549","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1649460143,"share":"https://ttm.financial/m/news/2226575549?lang=&edition=fundamental","pubTime":"2022-04-09 07:22","market":"us","language":"en","title":"US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=2226575549","media":"Reuters","summary":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserv","content":"<html><head></head><body><p>The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase & Co gaining 1.8%, $Bank of America Corp(BAC-N)$ 0.7%, $Citigroup Inc(C-N)$ 1.7% and Goldman Sachs Group Inc 2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>"We're going into a very long-term and meaningful period of value outperforming growth. It's not merely a cyclical adjustment, but a secular story," said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>"The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued," he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a "soft landing" with slowing but positive growth, making banks "woefully oversold," said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as "owning banks in a recession is no fun," she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>"There's always going to be a price at some point where people are going to step in and think things are cheap and they might buy," said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>"Perhaps a 52-week low was enough to entice some people into the financial sector," Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average rose 137.55 points, or 0.4%, to 34,721.12, the S&P 500 lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week's decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks slid 2.42%, extending the week's decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.</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>US STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes</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\">\nUS STOCKS-Dow Gains, S&P 500 Ends Lower As Market Weighs Fed Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-04-09 07:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.</p><p>The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.</p><p>The big rate-sensitive lenders all rose, with JPMorgan Chase & Co gaining 1.8%, $Bank of America Corp(BAC-N)$ 0.7%, $Citigroup Inc(C-N)$ 1.7% and Goldman Sachs Group Inc 2.3%.</p><p>Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.</p><p>"We're going into a very long-term and meaningful period of value outperforming growth. It's not merely a cyclical adjustment, but a secular story," said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.</p><p>"The value-growth story is a big <a href=\"https://laohu8.com/S/AONE.U\">one</a> and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued," he said.</p><p>The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.</p><p>Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a "soft landing" with slowing but positive growth, making banks "woefully oversold," said UBS bank analyst Erika Najarian.</p><p>Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as "owning banks in a recession is no fun," she said.</p><p>Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.</p><p>"There's always going to be a price at some point where people are going to step in and think things are cheap and they might buy," said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.</p><p>"Perhaps a 52-week low was enough to entice some people into the financial sector," Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.</p><p>The Dow Jones Industrial Average rose 137.55 points, or 0.4%, to 34,721.12, the S&P 500 lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite dropped 186.30 points, or 1.34%, to 13,711.00.</p><p>Volume on U.S. exchanges was 10.37 billion shares.</p><p>For the week, the S&P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.</p><p>Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week's decline as the surge in Treasury yields weighed.</p><p>The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks slid 2.42%, extending the week's decline.</p><p>Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.</p><p>The S&P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF",".DJI":"道琼斯","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2226575549","content_text":"The Dow rose and the S&P 500 ended lower in choppy trade on Friday, as beaten-down bank shares gained and investors grappled with how best to deal with an economy that could skid as the Federal Reserve moves to aggressively tackle inflation.The yield on the benchmark 10-year U.S. Treasury note hit a three-year high of 2.73%, helping boost the S&P banking index, which rose 1.18%, after slumping to 13-month lows on Thursday. The index is down 10.8% year to date.The big rate-sensitive lenders all rose, with JPMorgan Chase & Co gaining 1.8%, $Bank of America Corp(BAC-N)$ 0.7%, $Citigroup Inc(C-N)$ 1.7% and Goldman Sachs Group Inc 2.3%.Since peaking at two-month highs in late March, the market has trended lower as the Fed signals it will aggressively hike rates, leading investors to reposition their portfolios. Economically sensitive value shares this year have outperformed tech-heavy growth stocks, which often depend on low rates.\"We're going into a very long-term and meaningful period of value outperforming growth. It's not merely a cyclical adjustment, but a secular story,\" said David Bahnsen, chief investment officer at wealth manager the Bahnsen Group in Newport Beach, California.\"The value-growth story is a big one and it is a byproduct of two things, which is what you want. Growth is overvalued and value is undervalued,\" he said.The Russell 1000 Value index rose 0.51% while the Russell 1000 Growth index fell 1.09% on the day.Investors are weighing the probability of a recession with two outcomes. On the one hand, the Fed could engineer a \"soft landing\" with slowing but positive growth, making banks \"woefully oversold,\" said UBS bank analyst Erika Najarian.Or a sharp slowdown is imminent, which would cause a knee-jerk bank share sale as \"owning banks in a recession is no fun,\" she said.Big U.S. banks, which kick off the first-quarter results season next week, are expected to report a large decline in earnings from a year earlier, when they benefited from exceptionally strong dealmaking and trading.\"There's always going to be a price at some point where people are going to step in and think things are cheap and they might buy,\" said Randy Frederick, managing director, trading and derivatives, at Schwab Center for Financial Research.\"Perhaps a 52-week low was enough to entice some people into the financial sector,\" Frederick said, noting the 10-year Treasury yield was at its highest level since March 2019.The Dow Jones Industrial Average rose 137.55 points, or 0.4%, to 34,721.12, the S&P 500 lost 11.93 points, or 0.27%, to 4,488.28 and the Nasdaq Composite dropped 186.30 points, or 1.34%, to 13,711.00.Volume on U.S. exchanges was 10.37 billion shares.For the week, the S&P fell 1.16%, the Dow lost 0.28% and the Nasdaq shed 3.86%, as the index was hit after Fed officials raised concerns about rapid rate hikes causing a slowdown.Shares of Tesla Inc, Nvidia Corp and Alphabet Inc fell between 1.9% and 4.5% as megacap stocks extended this week's decline as the surge in Treasury yields weighed.The NYSE FANG+TM index, which includes Amazon.com Inc and Apple Inc, fell 1.76% and semiconductor stocks slid 2.42%, extending the week's decline.Robinhood Markets Inc fell 6.88% after a report said Goldman Sachs downgraded the online brokerage, while Kroger Co jumped 2.99% on a ratings upgrade.Declining issues outnumbered advancing ones on the NYSE by a 1.20-to-1 ratio; on Nasdaq, a 1.66-to-1 ratio favored decliners.The S&P 500 posted 58 new 52-week highs and two new lows; the Nasdaq Composite recorded 53 new highs and 184 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012487970,"gmtCreate":1649374655463,"gmtModify":1676534499895,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/39d67ab32e7aab3698448f0df9f2ca23","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012487970","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012485751,"gmtCreate":1649374605723,"gmtModify":1676534499862,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012485751","repostId":"1192998917","repostType":4,"repost":{"id":"1192998917","pubTimestamp":1649372820,"share":"https://ttm.financial/m/news/1192998917?lang=&edition=fundamental","pubTime":"2022-04-08 07:07","market":"us","language":"en","title":"S&P 500 Ends Higher, Lifted By Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1192998917","media":"Reuters","summary":"TheS&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and ","content":"<html><head></head><body><p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.</p><p>TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.</p><p>Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.</p><p>The S&P traded at a loss for much of the day before rallying near the end of the session.</p><p>“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”</p><p>Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.</p><p>St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.</p><p>Minutes released on Wednesday showed that Fed officials "generally agreed" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.</p><p>"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation," said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.</p><p>Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]</p><p>U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.</p><p>"As we get into the heart of earnings season, I expect volatility to be very prominent," said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. "We could see strong results that beat the highest expectations, but weak expectations for the next 12 months."</p><p>Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.</p><p>Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained "unacceptable" elements, while the U.S. Senate voted to remove "most favored nation" trade status for Russia in one bill and ban oil imports in another.</p><p>Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.</p><p>The Nasdaq Composite climbed 0.06% to 13,897.30.</p><p>With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.</p><p>In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.</p><p>Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.</p><p>Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.</p><p>American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.</p><p>The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.</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>S&P 500 Ends Higher, Lifted By Tesla</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nS&P 500 Ends Higher, Lifted By Tesla\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 07:07 GMT+8 <a href=https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and...</p>\n\n<a href=\"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.streetinsider.com/ETFs/S%26P+500+ends+higher%2C+lifted+by+Tesla/19887649.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192998917","content_text":"The S&P500 ended higher on Thursday, with Pfizer and Tesla fueling a late-session rally while investors eyed the war in Ukraine and a potentially more aggressive Federal Reserve.TeslaInc rose 1.2% and Microsoft Corp added 0.6%, helping lift the S&P 500 and provide the Nasdaq a modest gain.Also supporting the S&P 500, Pfizer Inc jumped 4.3%after it said it would buy privately held ReViral Ltd in a deal worth as much as $525 million, its second acquisition in less than six months to boost its drug portfolio.The S&P traded at a loss for much of the day before rallying near the end of the session.“We don't know how Ukraine is going resolve itself. We don't know how this hawkish Fed is going to impact the economy. We don't know if they can navigate a soft landing. What it equals is a whipsaw market,” said Dennis Dick, a trader at Bright Trading LLC. “If you're following trends, then you're lost in this market because all this market is is chop.”Mega-cap growth stocks came under pressure earlier this week after comments from Fed policymakers and minutes from the central bank's March meeting suggested a rapid removal of stimulus measures put in place during the pandemic.St. Louis Federal Reserve President James Bullard said the U.S. central bank's short-term policy rate should reach 3.5% later this year.Minutes released on Wednesday showed that Fed officials \"generally agreed\" to cut up to $95 billion a month from the central bank's asset holdings even as the war in Ukraine tempered the first U.S. interest rate increase since 2018.\"The realization for investors continues that the Fed is still not at max hawkishness and we're going to err on the side of them wanting to do more to continue to control inflation,\" said Anastasia Amoroso, chief investment strategist at iCapital Network, an investment marketplace firm.Traders now see 88.9% likelihood of a 50 basis-point rate hike at the central bank's meeting next month. [IRPR]U.S. companies will start reporting first-quarter results in the coming weeks, with banks set to kick off the season in earnest next week. Analysts on average expect S&P 500 companies' earnings to have grown 6.4% in the March quarter, according to I/B/E/S data from Refinitiv. That compares with over 30% growth in the prior quarter.\"As we get into the heart of earnings season, I expect volatility to be very prominent,\" said Jake Dollarhide, chief executive officer of Longbow Asset Management in Tulsa, Oklahoma. \"We could see strong results that beat the highest expectations, but weak expectations for the next 12 months.\"Among the 11 S&P 500 sector indexes, real estate was among the deepest decliners, while the health sector index was among the top gainers.Adding to cautious sentiment, Russian Foreign Minister Sergei Lavrov said Ukraine had presented Moscow with a draft peace deal that contained \"unacceptable\" elements, while the U.S. Senate voted to remove \"most favored nation\" trade status for Russia in one bill and ban oil imports in another.Unofficially, the Dow Jones Industrial Average rose 0.25% to end at 34,583.57 points, while the S&P 500 gained 0.43% to 4,500.21.The Nasdaq Composite climbed 0.06% to 13,897.30.With investors worried about the effect of rising interest rates, growth stocks with pricey valuations have underperformed value stocks so far in 2022.In economic news, data showed the number of Americans filing new claims for unemployment benefits fell last week, indicating a further tightening of labor market conditions heading into the second quarter that could contribute to keeping inflation elevated.Among other movers, HP Inc jumped 14.8% afterWarren Buffett's Berkshire Hathaway Inc disclosed it purchased nearly 121 million shares of the personal computing and printing company.Costco Wholesale Corp rallied 4% after the retailer late on Wednesday reported a surge in March sales.American Airlines Group Inc, Delta Air Lines Inc, Southwest Airlines Co and United Airlines Holdings Inc fell between 1.6% and 3.1% afterBarclayswarned of a recent jump in oil prices hurting first-quarter earnings.Declining issues outnumbered advancing ones on the NYSE by a 1.11-to-1 ratio; on Nasdaq, a 1.45-to-1 ratio favored decliners.The S&P 500 posted 32 new 52-week highs and 26 new lows; the Nasdaq Composite recorded 45 new highs and 219 new lows.About 11.5 billion shares changed hands in U.S. exchanges, compared with the 13.0 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012870345,"gmtCreate":1649312342715,"gmtModify":1676534490158,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","text":"$Grab Holdings(GRAB)$ok","images":[{"img":"https://community-static.tradeup.com/news/84b41a48a283c5cb2696f957875537a9","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012870345","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9012870004,"gmtCreate":1649312304855,"gmtModify":1676534490150,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012870004","repostId":"1173645974","repostType":4,"repost":{"id":"1173645974","pubTimestamp":1649303188,"share":"https://ttm.financial/m/news/1173645974?lang=&edition=fundamental","pubTime":"2022-04-07 11:46","market":"us","language":"en","title":"Elon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It","url":"https://stock-news.laohu8.com/highlight/detail?id=1173645974","media":"CNN Business","summary":"Call it a rounding error.In fact Musk disclosed onTwitterWednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.As for how little a $1 ","content":"<html><head></head><body><p><b>New York (CNN Business)</b> <b>-</b> Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company's board. He's also worth an additional $1 billion.</p><p>In a new filing late Tuesday, Musk disclosed how much he paid for the 73 million shares he started purchasing in late January and completed with a final buy Friday. The average price was $36.16 per share.</p><p>The news of his Twitter investment sent shares up 27% Monday, and another 2% by Tuesday's close, before slipping slightly in Wednesday trading. But even with that step back in price, Musk is looking at an on-paper profit of roughly $1.1 billion on his $2.6 billion investment. That equates to a return of about 40%. Not bad for a two-month investment.</p><p>Of course, that amount is essentially sofa cushion change for the world's richest human being. Musk's initial investment represented less than 1% of his net worth, which Forbes estimates at $282 billion. A $1 billion profit? Call it a rounding error.</p><p>In fact Musk disclosed on Twitter Wednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.</p><p>His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.</p><p>As for how little a $1 billion profit might mean to someone as rich as he is, here's some context: The Federal Reserve estimates that the US median household net worth is $121,700. So if a typical family had the same percentage increase in their net worth that Musk just got from his Twitter windfall, it would total $461. Not exactly earthshaking.</p><p>So given his vast wealth, it's fairly safe to say that no person on the planet has ever needed an extra $1 billion less than Elon Musk.</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>Elon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It</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\">\nElon Musk Made Another $1 Billion from His Twitter Stake. As If He Needs It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 11:46 GMT+8 <a href=https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company's board. He's also worth an additional $1 billion.In a ...</p>\n\n<a href=\"https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://edition.cnn.com/2022/04/06/investing/elon-musk-twitter-stake-profit/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173645974","content_text":"New York (CNN Business) - Elon Musk has gotten a lot of attention from buying a 9.1% stake in Twitter, along with landing a seat onthe company's board. He's also worth an additional $1 billion.In a new filing late Tuesday, Musk disclosed how much he paid for the 73 million shares he started purchasing in late January and completed with a final buy Friday. The average price was $36.16 per share.The news of his Twitter investment sent shares up 27% Monday, and another 2% by Tuesday's close, before slipping slightly in Wednesday trading. But even with that step back in price, Musk is looking at an on-paper profit of roughly $1.1 billion on his $2.6 billion investment. That equates to a return of about 40%. Not bad for a two-month investment.Of course, that amount is essentially sofa cushion change for the world's richest human being. Musk's initial investment represented less than 1% of his net worth, which Forbes estimates at $282 billion. A $1 billion profit? Call it a rounding error.In fact Musk disclosed on Twitter Wednesday that he had made an error in his initial filing that showed he had purchased 73.5 million shares, which works out to a 9.2% stake in the company.His filing Tuesday night disclosed the correct number of shares: 73.1 million shares, or a 9.1% stake. When some took that to mean he had already sold nearly 400,000 of those initial 73.5 million shares, he responded that the difference was due to a filing mistake.As for how little a $1 billion profit might mean to someone as rich as he is, here's some context: The Federal Reserve estimates that the US median household net worth is $121,700. So if a typical family had the same percentage increase in their net worth that Musk just got from his Twitter windfall, it would total $461. Not exactly earthshaking.So given his vast wealth, it's fairly safe to say that no person on the planet has ever needed an extra $1 billion less than Elon Musk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016656482,"gmtCreate":1649197101761,"gmtModify":1676534465542,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016656482","repostId":"1191472058","repostType":4,"repost":{"id":"1191472058","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":1649165527,"share":"https://ttm.financial/m/news/1191472058?lang=&edition=fundamental","pubTime":"2022-04-05 21:32","market":"us","language":"en","title":"Stocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1191472058","media":"Tiger Newspress","summary":"Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market","content":"<html><head></head><body><p>Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market's warning signals and the latest developments in Ukraine.</p><p>Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.</p><p>Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.</p><p>These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank's rate-hike path and the odds of a recession.</p><p>Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company's board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.</p><p>Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)</p><p>"Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors' 'buy the dip' mentality driving equity returns," said Mark Hackett, Nationwide's chief of investment research.</p><p>Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.</p><p>The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&P 500 advanced 0.8%, both posting their second straight day of gains.</p><p>"In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks," Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.</p><p>The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.</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>Stocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed</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\">\nStocks Dip as Investors Monitor Recession Odds, Await Clarity from Fed\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\">2022-04-05 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market's warning signals and the latest developments in Ukraine.</p><p>Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.</p><p>Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.</p><p>These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank's rate-hike path and the odds of a recession.</p><p>Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company's board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.</p><p>Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)</p><p>"Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors' 'buy the dip' mentality driving equity returns," said Mark Hackett, Nationwide's chief of investment research.</p><p>Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.</p><p>The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&P 500 advanced 0.8%, both posting their second straight day of gains.</p><p>"In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks," Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.</p><p>The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191472058","content_text":"Stock futures slipped in early morning trading Tuesday as traders continue to assess the bond market's warning signals and the latest developments in Ukraine.Futures on the Dow Jones Industrial Average traded 90 points lower, or 0.28%. S&P 500 futures dipped 0.3%, and Nasdaq 100 futures were down about 0.4%.Treasury yields rose broadly Tuesday, but rates on some shorter-term bonds continued to trade above their longer-dated counterparts. The 5-year yield climbed to 2.6%, while the 30-year rate traded around 2.525%. However, the key part of the yield curve briefly uninverted Tuesday, with the 2-year yield trading marginally below its 10-year counterpart.These so-called yield curve inversions, which are closely watched by investors, have historically preceded recessions. Investors are awaiting the release of Federal Reserve meeting minutes Wednesday which could offer further clues on the central bank's rate-hike path and the odds of a recession.Meanwhile, Twitter shares rose more than 7% premarket on news that Elon Musk will join the company's board of directors. It comes a day after he revealed a 9.2% stake in the social media giant, which saw its best day since its IPO on Monday.Investors continue to keep an eye on Europe, as the war between Ukraine and Russia continues. Ukraine President Volodymyr Zelenskyy pledged to pursue allegations of war crimes against Russian forces, noting that more than 300 people were killed and tortured in a suburb near the capital of Kyiv. (Click here for the latest.)\"Markets have been resilient given the war in Ukraine, continued price pressures, and uncertain global economic outlook, with investors' 'buy the dip' mentality driving equity returns,\" said Mark Hackett, Nationwide's chief of investment research.Oil prices continued their climb on Tuesday, with West Texas Intermediate futures rising 1.2% at $104.58 per barrel and Brent crude gaining 1% to $108.64. The market has been volatile since the onset of the war amid concerns over supply disruptions.The premarket moves come after a tech-led rally that saw the Nasdaq Composite rise 1.9% on Monday, led by shares of Twitter. The blue-chip Dow rose about 100 points to begin the trading week, while the S&P 500 advanced 0.8%, both posting their second straight day of gains.\"In the near-term, we believe indiscriminate selling has created attractive entry points, particularly into some high-growth-potential stocks,\" Tony DeSpirito, CIO of U.S. fundamental equities at BlackRock, said in a note.The new quarter has kicked off after the major averages finished their worst quarter in two years. Investors are preparing for the first-quarter corporate earnings season, which is set to begin next week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016656802,"gmtCreate":1649197072595,"gmtModify":1676534465550,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>ok","text":"$Apple(AAPL)$ok","images":[{"img":"https://community-static.tradeup.com/news/807c78119d7178e8ab27b3a147283e1c","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016656802","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9016000816,"gmtCreate":1649110802775,"gmtModify":1676534450430,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016000816","repostId":"2224816375","repostType":4,"repost":{"id":"2224816375","pubTimestamp":1649084638,"share":"https://ttm.financial/m/news/2224816375?lang=&edition=fundamental","pubTime":"2022-04-04 23:03","market":"us","language":"en","title":"Don't Let This 1 Decision Sour You on Sea Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=2224816375","media":"Motley Fool","summary":"Robust execution and a large market opportunity position Sea for long-term success.","content":"<html><head></head><body><p>The past six months have been a turbulent ride for investors in <b>Sea Limited</b>, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.</p><p>These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F672698%2Fwoman-shipping-products-ecommerce-sea.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>Is international expansion hitting a roadblock?</h2><p>Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.</p><p>Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.</p><p>Why would Sea exit potentially <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.</p><h2>Digging deeper may offer some clues</h2><p>The seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included <i>Free Fire</i>, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was <i>Free Fire</i> banned, when Sea is a Singaporean company, not a Chinese one.</p><p>One likely reason is that <b>Tencent Holdings</b>, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted <i>Free Fire Max</i>, the premium version of <i>Free Fire</i>, to continue operations in India.</p><p>So how does the above event lead to Sea's India exit for Shopee? <i>Free Fire</i> is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed <i>Free Fire</i> to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.</p><p><i>Free Fire Max</i> doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having <i>Free Fire</i> to lay the foundation in India threw a wrench in Sea's proven formula for expansion.</p><p>Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.</p><h2>Robust execution and long runway bode well</h2><p>Sea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy <i>Free Fire</i> in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. <i>Free Fire</i> has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.</p><p>The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.</p><p>The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.</p><p>The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.</p><p>Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.</p><h2>Now may be a good time to board the ship</h2><p>Management is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and <i>Free Fire</i>'s ban in India. But Li remains aspirational and focused on the long-term prospects of the company.</p><p>Responding to the over 65% drop in the company's share price, Li assured employees in an email: "Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly <i>maximise our long-term potential</i>." Lee went on to say: "The scale of our ambition remains unchanged: to make a long-lasting mark in history."</p><p>Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of <i>failing fast</i> leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.</p><p><img src=\"https://static.tigerbbs.com/6a51ad9bb122e14425e4fa9b19c3f402\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.</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>Don't Let This 1 Decision Sour You on Sea Limited</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\">\nDon't Let This 1 Decision Sour You on Sea Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-04 23:03 GMT+8 <a href=https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.fool.com/investing/2022/04/03/dont-let-this-1-decision-sour-you-on-sea-limited/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2224816375","content_text":"The past six months have been a turbulent ride for investors in Sea Limited, a mobile gaming and e-commerce company -- shares of Sea are down over 60% from the all-time high recorded in Nov. 2021. And to add to investor worries, the company just announced it is shutting down its e-commerce operation in India.These recent headwinds may worry some investors enough to stay away from the stock, but for those with patience, Sea presents a great opportunity.Image source: Getty Images.Is international expansion hitting a roadblock?Sea has shrewdly established the key pillars of its business -- Garena, Shopee, and Sea Money -- to take advantage of three global megatrends: gaming, e-commerce, and digital financial services, respectively. The company established its roots in Southeast Asia and quickly emerged into a global player, extending its presence into South America and Europe.Its global expansion seemed to be going well, but on March 6, Sea announced that it was closing its Shopee business in France, which was a surprise for investors but largely viewed as a mere blip in the long-term plan. The news that really raised investors' eyebrows came on March 28 when Sea announced it is pulling the curtains on its e-commerce operations in India.Why would Sea exit potentially one of the largest markets in the world and derail its growth prospects? In the backdrop of its recent stock performance -- and the growing uncertainty around the economic environment with rising inflation and a major war -- many investors may be losing faith in the company.Digging deeper may offer some cluesThe seeds of Sea's exit from India may have been sown around Feb. 2022. The Indian government, citing national security and user data privacy concerns, banned 54 Chinese mobile apps. This ban included Free Fire, Garena's wildly popular battle royale mobile game. The immediate question from many familiar with Sea was: Why was Free Fire banned, when Sea is a Singaporean company, not a Chinese one.One likely reason is that Tencent Holdings, the Chinese entertainment giant, has an 18.7% stake in Sea. That relationship likely raised enough red flags for the Indian government. It is interesting to note regulators permitted Free Fire Max, the premium version of Free Fire, to continue operations in India.So how does the above event lead to Sea's India exit for Shopee? Free Fire is at the center of Sea's playbook of international expansion -- the company attracts a large user base with its engrossing video game, learns about users' online habits, and creates opportunities to promote its e-commerce and digital payment services. Additionally, Garena designed Free Fire to run flawlessly even on low-end smartphones, ensuring the game can reach the majority of the population in developing countries.Free Fire Max doesn't have the same reach as it requires mobile phones with higher-end configurations. Not having Free Fire to lay the foundation in India threw a wrench in Sea's proven formula for expansion.Finally, no one knows how the political situation between India and China may unfold. India may not ban Shopee today, but that doesn't mean it won't do so in the future. For Shopee to succeed in this highly competitive market, it would need to invest significantly, and the risk underlying that investment is simply too high. All factors considered, Sea's move to shutter its e-commerce operation in India looks like a smart and proactive business decision.Robust execution and long runway bode wellSea's founder and CEO Forrest Li has led the company brilliantly. Gamers now enjoy Free Fire in over 130 countries as Shopee launched in four countries in Latin America, three countries in Europe, and in China -- all in the past two and a half years. Free Fire has been the highest-grossing mobile app for 10 consecutive quarters in Southeast Asia and Latin America, according to data.ai. Sea's total revenue grew a whopping 128% in 2021 to reach $10 billion. Gross profits for the same period increased 189% to $3.9 billion.The company is investing heavily to expand into new markets, and as a result, net losses also grew 26% during the year to $2.0 billion. However, Li believes that by 2025, the cash generated by Shopee and Sea Money, the primary beneficiaries of Sea's investments, collectively will enable these two businesses to substantially self-fund their own long-term growth.The global opportunity for Sea remains large. Southeast Asia, Sea's core market, is one of the world's fastest-growing regions with a population rising over 50% faster than the United States' and a GDP increasing more than twice as quickly. An expanding middle-class, rising average household incomes, and rapidly spreading cellphone and internet usage are creating more shoppers in the seven Southeast Asian countries where Sea operates.The company is also gaining major traction in Brazil, the sixth-largest country by population. Shopee Brazil recorded more than 140 million orders in the fourth quarter, growing at close to 400% year over year. The company is also making headways in other South American countries.Despite shutting down its e-commerce operation in India, Sea is projecting Shopee's revenue to grow 76% in 2022, while Sea Money grows 155%. These are very impressive numbers that underscore Sea's global scale and its ability to overcome hurdles in its growth trajectory.Now may be a good time to board the shipManagement is forecasting a decline in bookings for Garena this year, which is understandable as the company faces the near-term headwinds of reopening economies across the world and Free Fire's ban in India. But Li remains aspirational and focused on the long-term prospects of the company.Responding to the over 65% drop in the company's share price, Li assured employees in an email: \"Do not fear: we are in a strong position internally, and we are clear on our next steps. This is short-term pain that we have to endure to truly maximise our long-term potential.\" Lee went on to say: \"The scale of our ambition remains unchanged: to make a long-lasting mark in history.\"Sea has successfully entered multiple international markets. The company is carefully assessing its opportunity in each region and making shrewd decisions to either expand or exit those markets. Sea's strategy of failing fast leads to efficient capital allocation for the company and bodes well for its future. It is still executing well, and despite its exit from India has a long runway in front of it.Data by YCharts.As a result of the sell-off, shares are trading at a three-year low price-to-sales valuation of 6.6 as of this writing. Taking a small position in Sea should serve patient investors with a long-term focus very well.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9018777557,"gmtCreate":1649110769950,"gmtModify":1676534450421,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095547949553810","idStr":"4095547949553810"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>ok","text":"$Grab Holdings(GRAB)$ok","images":[{"img":"https://community-static.tradeup.com/news/7b102996ab90a294d3e7c2d38336d7d2","width":"1080","height":"3501"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9018777557","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9033052371,"gmtCreate":1646173536166,"gmtModify":1676534097290,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9033052371","repostId":"1120254564","repostType":4,"repost":{"id":"1120254564","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":1646147673,"share":"https://ttm.financial/m/news/1120254564?lang=&edition=fundamental","pubTime":"2022-03-01 23:14","market":"us","language":"en","title":"Gold and Silver Stocks Rose Sharply in Early Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1120254564","media":"Tiger Newspress","summary":"Gold and silver stocks rose sharply in early trading.","content":"<html><head></head><body><p>Gold and silver stocks rose sharply in early trading.</p><p><img src=\"https://static.tigerbbs.com/4e119ce715f2436742635fe775e3c119\" tg-width=\"408\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d621300939a71e6c56363674802866e8\" tg-width=\"410\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></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>Gold and Silver Stocks Rose Sharply in Early Trading</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\">\nGold and Silver Stocks Rose Sharply in Early Trading\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\">2022-03-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Gold and silver stocks rose sharply in early trading.</p><p><img src=\"https://static.tigerbbs.com/4e119ce715f2436742635fe775e3c119\" tg-width=\"408\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/d621300939a71e6c56363674802866e8\" tg-width=\"410\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AU":"AngloGold Ashanti Ltd ADS","PAAS":"泛美白银","EXK":"Endeavour Silver","KGC":"金罗斯黄金","GFI":"金田","GOLD":"巴里克黄金","HMY":"哈莫尼黄金","MAG":"MAG银矿","FSM":"Fortuna Silver Mines Inc","HL":"赫克拉矿业","NEM":"纽曼矿业","AEM":"伊格尔矿业","EGO":"埃氏金业","AG":"First Majestic Silver Corporation","CDE":"科尔黛伦矿业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120254564","content_text":"Gold and silver stocks rose sharply in early trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096721792,"gmtCreate":1644466234289,"gmtModify":1676533930459,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096721792","repostId":"2210563984","repostType":4,"repost":{"id":"2210563984","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1644447484,"share":"https://ttm.financial/m/news/2210563984?lang=&edition=fundamental","pubTime":"2022-02-10 06:58","market":"us","language":"en","title":"Wall Street Ends Sharply Higher, Lifted by Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2210563984","media":"Reuters","summary":"* CVS drops on downbeat outlook* Chipotle, Enphase Energy surge on strong results* All eyes on CPI d","content":"<html><head></head><body><p>* CVS drops on downbeat outlook</p><p>* Chipotle, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> surge on strong results</p><p>* All eyes on CPI data due Thursday</p><p>* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%</p><p>Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.</p><p>The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.</p><p>All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.</p><p>"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p>Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.</p><p>The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.</p><p>The Nasdaq Composite climbed 2.08% to 14,490.37.</p><p>Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.</p><p>Inflation is forecast at a four-decade high of 7.3%.</p><p>The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.</p><p>Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.</p><p>Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.</p><p>Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a> and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.</p><p>CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.</p><p>Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.</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>Wall Street Ends Sharply Higher, Lifted by Big Tech</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\">\nWall Street Ends Sharply Higher, Lifted by Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-02-10 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* CVS drops on downbeat outlook</p><p>* Chipotle, <a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> surge on strong results</p><p>* All eyes on CPI data due Thursday</p><p>* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%</p><p>Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.</p><p>The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.</p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.</p><p>All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.</p><p>"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher," said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.</p><p>Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.</p><p>The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.</p><p>The Nasdaq Composite climbed 2.08% to 14,490.37.</p><p>Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.</p><p>Inflation is forecast at a four-decade high of 7.3%.</p><p>The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.</p><p>Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.</p><p>Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.</p><p>Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with <a href=\"https://laohu8.com/S/SPWRV\">SunPower Corp</a> and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.</p><p>CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.</p><p>The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.</p><p>Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4007":"制药","MSFT":"微软","CVS":"西维斯健康","CMG":"墨式烧烤","BK4196":"保健护理服务","BK4082":"医疗保健设备","SPY":"标普500ETF","BK4559":"巴菲特持仓","NVDA":"英伟达","BK4550":"红杉资本持仓","COMP":"Compass, Inc.","BK4079":"房地产服务","BK4504":"桥水持仓","LHDX":"Lucira Health, Inc.","SANA":"Sana Biotechnology, Inc.","APR":"Apria, Inc.","CGEM":"Cullinan Therapeutics","ENPH":"Enphase Energy","BK4539":"次新股","LABP":"Landos Biopharma, Inc.",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4534":"瑞士信贷持仓","BK4147":"半导体设备","BK4139":"生物科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210563984","content_text":"* CVS drops on downbeat outlook* Chipotle, Enphase Energy surge on strong results* All eyes on CPI data due Thursday* Indexes: Dow +0.86%, S&P 500 +1.45%, Nasdaq +2.08%Feb 9 (Reuters) - Wall Street jumped on Wednesday, closing sharply higher as megacap growth stocks powered up thanks to a pause in rising interest rates, and upbeat earnings reports also encouraged investors to buy.The benchmark 10-year U.S. Treasury yield slipped from multi-year highs hit in the previous session, helping steady sentiment across global markets and boosting demand for growth stocks.Meta Platforms surged more than 5%, ending four sessions of deep declines that saw it lose almost a third of its value. The biggest boosts to the S&P 500 came from Nvidia, up 6.4%, and Microsoft, up 2.2%.All 11 S&P 500 sector indexes rose, led by a 2.45% jump in real estate.\"The bond market basically is saying there's a cap or a limit to how much the Fed is likely to raise rates, and that is very positive for stocks in general, and especially for growth stocks that tend to be valued higher,\" said Tim Ghriskey, senior portfolio strategist at Ingalls & Snyder in New York.Hit by worries about rising interest, the tech-heavy Nasdaq has fallen more than 7% so far this year after gaining nearly 21% in 2021. The S&P 500 is down about 4% year to date.The Dow Jones Industrial Average rose 0.86% to end at 35,768.06 points, while the S&P 500 gained 1.45% to 4,587.18.The Nasdaq Composite climbed 2.08% to 14,490.37.Investors will watch consumer price data on Thursday for clues on the Federal Reserve's plans to hike interest rates. An unexpectedly strong jobs report last week raised concerns of a more aggressive move by the central bank.Inflation is forecast at a four-decade high of 7.3%.The U.S. economy may be nearing a slower pace of inflation, Atlanta Fed President Raphael Bostic said on Wednesday, though he added he is still leaning toward a slightly faster pace of interest rate increases this year.Of the 316 companies in the S&P 500 that have reported earnings to date, 78% reported above analyst expectations, according to Refinitiv data.Chipotle Mexican Grill Inc surged 10% after beating profit and sales estimates, while KFC parent Yum Brands Inc rose 2.2% after sales beat estimates.Enphase Energy Inc jumped 12% on upbeat results, lifting other solar stocks, with SunPower Corp and SolarEdge Technologies Inc up 6.6% and 6.9%, respectively.CVS Health Corp slipped more than 5% after its earnings forecast for 2022 fell short of Wall Street expectations.Advancing issues outnumbered declining ones on the NYSE by a 2.99-to-1 ratio; on Nasdaq, a 2.40-to-1 ratio favored advancers.The S&P 500 posted 40 new 52-week highs and no new lows; the Nasdaq Composite recorded 53 new highs and 56 new lows.Volume on U.S. exchanges was 10.9 billion shares, compared with a 12.3 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010524780,"gmtCreate":1648431274868,"gmtModify":1676534336987,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010524780","repostId":"2222885292","repostType":4,"repost":{"id":"2222885292","pubTimestamp":1648420879,"share":"https://ttm.financial/m/news/2222885292?lang=&edition=fundamental","pubTime":"2022-03-28 06:41","market":"us","language":"en","title":"March Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2222885292","media":"Yahoo Finance","summary":"The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. ","content":"<html><head></head><body><p>The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal Reserve officials appear to signal more hawkishness in the central bank’s rate-hiking plans. Meanwhile, Core PCE, the Fed’s preferred inflation gauge, is also due out Wednesday and will offer further clues on how aggressive the next interest rate bump could be.</p><p>Despite a streak of seesaw action, markets have mostly fared well since the Fed raised interest rates by 25 basis points on March 16 in the first hike since 2018. The Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 each registered their second straight week of gains on Friday to close at one-month highs.</p><p>Still, questions remain around the central bank’s path forward and investors are watching closely to see whether the ramp up in short-term rates that is underway will blunt the market’s gains.</p><p>The latest jobs report due out Friday comes as traders are braced for the likelihood that Fed officials may lean into higher borrowing costs more aggressively than anticipated after recent remarks from Fed Chair Jerome Powell indicating “ongoing rate increases will be appropriate” to lower inflation readings. If Friday’s employment data shows a tighter-than-ever labor market, policymakers could be even more inclined to move ahead with a 50-basis point hike.</p><p>“The payroll jobs report could be the biggest one yet in this recovery from the pandemic,” FWDBONDS chief economist Christopher Rupkey said in a recent note. “Federal Reserve officials are already chomping at the bit for bigger 50 bps rate hikes at upcoming meetings, and the tightest labor market since the 1960s is like pouring gasoline on the fire where any policy official worth his or her salt is burning with desire to get interest rates up to 2% neutral levels now.”</p><p>All things suggest a jaw-dropping jobs report. Last week, U.S. jobless claims notched the lowest level since September 1969 at 187,000 filings. Moreover, the most recent employment report blew past what economists had estimated, posting a stunning 687,000 jobs added or created during the month of February. The March report is expected to show another robust reading with payrolls likely to rise by 490,000, according to Bloomberg economist estimates.</p><p>This labor market tightness has strongly informed the Fed’s decision to rein in monetary policy, with economic momentum suggesting to officials that the U.S. economy could weather less accommodative financial conditions.</p><p>“The Federal Reserve has a dual mandate to promote employment and stable prices,” Bankrate senior industry analyst Ted Rossman said in a note. “The strong labor market is leading the Fed to focus squarely on combating the high inflation rate. Fed Chair Jerome Powell recently hinted at a more aggressive pace of rate hikes, and this report fits that narrative since inflation is a much bigger concern than unemployment right now.”</p><p>While an improving labor market is good for U.S. households, widespread job openings have made room for significant leverage for workers, driving wage gains higher and further elevating inflationary pressures.</p><p>To add to that, Bank of America pointed out that amid the labor market recovery is a higher level of job openings for any given unemployment rate than compared to prior history. As a result, the short-run inflation neutral unemployment rate (NAIRU) may be higher than longer-run estimates, implying more sustained wage and price pressures in the near-term, according to the bank.</p><p>The Labor Department's JOLTs (Job Openings and Labor Turnover Summary) for February will be released Tuesday with analysts, according to Bloomberg consensus, expecting vacancies of 11 million, similar to January's results.</p><p>“The pandemic labor market has seen an extraordinary outward shift in the Beveridge curve (the relationship between unemployment and the job vacancy rate), suggesting difficulty in matching workers to jobs,” BofA economists said in a recent note. “This mismatch may reflect surging goods spending and hence a shortage of workers in the hottest part of the economy.”</p><h2><b>Fed's measure of inflation</b></h2><p>Also on the inflation front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) deflator this Thursday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post a rise of another 0.6% in February, according to Bloomberg data, This would mark the 15th consecutive monthly increase and bring the index up by 6.4% on a year-over-year basis.</p><p>The core PCE index, which the Fed uses to conduct monetary policy, is also expected to show an increase when the print publishes Wednesday. Consensus economists are looking for a 5.5% increase in core PCE in February, compared to January’s 5.2% rise.</p><p>The Fed's already arduous task of mitigating inflation without stunting economic growth is further complicated by geopolitical turmoil in Eastern Europe. War in Ukraine and penalizing sanctions against Russia for its invasion of the country have raised uncertainty in recent weeks over the conflict’s toll on the global economic picture and potential spillover consequences for the U.S. Namely, rising oil prices have elevated inflation expectations. WTI crude oil futures snapped a two-week losing streak to round out the week 8.8% higher at $113.90 per barrel as of Friday's close.</p><p>OPEC+ (Organization of the Petroleum Exporting Countries) is scheduled to hold a virtual meeting on March 31 with Russia and its nine other allies to discuss May production levels. The intergovernmental organization is expected to maintain current production plans, even as crude oil prices trade at a 14-year high.</p><p>“The Fed seems to be the only central bank still focused on increasing its hawkishness” amid higher energy prices and inflation," Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop told Yahoo Finance Live. “It’s noteworthy.”</p><h2><b>Consumer confidence</b></h2><p>As inflation worries mount, consumers are getting wary about what's ahead. The Conference Board's Consumer Confidence Index due for release on Tuesday will show a timely snapshot of their thinking following the latest spike in prices. Economists surveyed by Bloomberg are looking for the index to fall to 107.0 for March following a read of 110.5 last month.</p><p>Last week's further decline in the University of Michigan's final consumer sentiment index for March, which fell to 59.4 from a preliminary reading of 59.7 and 62.8 in the prior month, is an indication of consumers' changing attitude about their economic future. The survey saw more consumers report reduced living standards due to rising inflation than any other time except during the two worst recessions in the past 50 years: from March 1979 to April 1981, and from May to October 2008, the University of Michigan said.</p><p>"Usually consumers fret about job opportunities and the lack thereof, but this time, the consumer is in sync with Fed officials that the greatest danger the economy faces is inflation," Rupkey said in recent commentary. "Consumers continue to spend, but future consumption is very much in doubt as the cost of store bought goods soars ever higher."</p><p>"We have rarely seen consumers this pessimistic outside of the darkest days of recessions, but the polling indicates the public is more scared about their economic future than they have been in years," he wrote. "Everyone get out of the way because if the consumer stops, then the economy drops and it will be a miracle if the economy can avoid a shipwreck on the shores of recession."</p><p>Earnings season has winded down — though the next quarterly read (representing the first three months of 2022) will be underway soon. A few reports are in the queue to trickle in on Friday, with names including <a href=\"https://laohu8.com/S/JEF\">Jefferies Financial </a>, <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>, <a href=\"https://laohu8.com/S/LULU\">Lululemon </a>, and others.</p><p><b>Economic calendar</b></p><p><b>Monday:</b> Advance Goods Trade Balance, February (-$106.3 billion expected, -$107.6 billion during prior month); Wholesale Inventories, month-over-month, February preliminary (1.2% expected, 0.8% during previous month, upwardly revised to 1.0%); Retail Inventories, month-over-month, February (1.4% expected, 4.9% during prior month); Dallas Fed Manufacturing Activity, March (11 expected, 14 during prior month)</p><p><b>Tuesday:</b> FHFA House Pricing Index, month-over-month, January (1.3% expected, 1.2% during prior month); S&P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a> Case-Shiller 20-City Composite, month-over-month, January (1.50% expected, 1.46% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, January (18.55% expected, 18.56% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, January (18.84% during prior month); Conference Board Consumer Confidence, March (107.0 expected, 110.5 during prior read); Conference Board Present Situation, March (145.1 during prior read); Conference Board Expectations, March (87.5 during prior read); JOLTS job openings, February (11 million expected, 11.26 million during prior month)</p><p><b>Wednesday:</b> MBA Mortgage Applications, week ended March 25 (-8.1% during prior week); ADP Employment Change, March (450,000 expected, 475,000 during prior month); GDP Annualized, quarter-over-quarter, 4Q third (7.0% expected, 7.0% prior); Personal Consumption, quarter-over-quarter, 4Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 4Q third (7.1% expected, 7.1% prior); Core PCE, quarter-over-quarter, 4Q third (5.0% expected, 5.0% prior);</p><p><b>Thursday</b>: Challenger Job Cuts, year-over-year, March (-55.9% during prior month); Personal Income, month-over-month, February (0.5% expected, 0.0% during prior month); Personal Spending, month-over-month, February (0.5% expected, 2.1% during prior month); Real Personal Spending, month-over-month, February (-0.2% expected, 1.5% during prior month); PCE deflator, month-over-month, February (0.6% expected, 0.6% during prior month); PCE deflator, year-over-year, February (6.4% expected, 6.1% during prior month); PCE core deflator, month-over-month, February (0.4% expected, 0.5% during prior month); PCE core deflator, year-over-year, February (5.5% expected, 5.2% during prior month); Initial Jobless Claims, week ended March 26 (200,000 expected, 187,000 during prior week); Continuing Claims, week ended March 19 (1.35 million expected, 1.35 million during prior week); MNI Chicago PMI, March (57.0 expected, 56.3 during prior month)</p><p><b>Friday: </b><a href=\"https://laohu8.com/S/TWOA.U\">Two</a>-Month Payroll Net Revision, March (92,000 prior); Change in Nonfarm Payrolls, March (490,000 expected, 678,000 during prior month); Change in Private Payrolls, March (408,000 expected, 444,000 during prior month); Change in Manufacturing Payrolls, January (30,000 expected, 36,000 during prior month); Unemployment Rate, March (3.7% expected, 3.8% during prior month); Average Hourly Earnings, month-over-month, March (0.4% expected, 0.0% during prior month); Average Hourly Earnings, year-over-year, March (5.5% expected, 5.1% prior month); Average Weekly Hours All Employees, March (34.7 expected, 34.7 during prior month); Labor Force Participation Rate, March (62.4% expected, 62.3% during prior month); Underemployment Rate, March (7.2% prior month); S&P Global Manufacturing PMI, March final (58.5 expected, 58.5 during prior month); Construction Spending, month-over-month, February (1.0% expected, 1.3% during prior month); ISM Manufacturing, March (59.0 expected, 58.6 during prior month); ISM Prices Paid, March (80 expected, 75.6 prior month); ISM New Orders, March (61.7 during prior month); ISM Employment, March (52.9 during prior month); WARDS Total Vehicle Sales, March (13.90 million expected, 14.07 million prior month)</p><h3><b>Earnings calendar</b></h3><p><b>Monday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/TPG\">TPG </a></p><p>After market close: <a href=\"https://laohu8.com/S/JEF\">Jefferies Financial </a>, <a href=\"https://laohu8.com/S/PLAY\">Dave & Buster’s Entertainment </a></p><p><b>Tuesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/MKC\">McCormick </a></p><p>After market close: <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>, <a href=\"https://laohu8.com/S/RH\">RH </a>, <a href=\"https://laohu8.com/S/MU\">Micron Technology </a>, <a href=\"https://laohu8.com/S/LULU\">Lululemon </a></p><p><b>Wednesday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/FIVE\">Five Below</a></p><p>After market close: <i>No notable reports scheduled for release</i></p><p><b>Thursday</b></p><p>Before market open: <a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a> (WBA)</p><p>After market close: <a href=\"https://laohu8.com/S/BB\">Blackberry </a></p><p><b>Friday</b></p><p>No notable reports scheduled for release</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>March Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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\">\nMarch Jobs Report, PCE Inflation, Consumer Confidence: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 06:41 GMT+8 <a href=https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4512":"苹果概念","LULU":"lululemon athletica","BK4135":"资产管理与托管银行","BK4504":"桥水持仓","BK4209":"餐馆","BK4200":"专卖店","BB":"黑莓","BK4202":"服装、服饰与奢侈品","BK4548":"巴美列捷福持仓","MKC":"味好美","BK4127":"投资银行业与经纪业","JEF":"杰富瑞","BK4554":"元宇宙及AR概念","BK4212":"包装食品与肉类","BK4532":"文艺复兴科技持仓","WBA":"沃尔格林联合博姿","RH":"Restoration Hardware Holdings","TPG":"TPG, Inc.","BK4178":"家庭装饰零售","PLAY":"Dave & Buster","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4128":"药品零售","MU":"美光科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SPY":"标普500ETF","BK4575":"芯片概念","BK4566":"资本集团","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4097":"系统软件","BK4550":"红杉资本持仓","BK4579":"人工智能","CHWY":"Chewy, Inc.","BK4141":"半导体产品","SPY.AU":"SPDR® S&P 500® ETF Trust","QQQ":"纳指100ETF","BK4122":"互联网与直销零售","BK4547":"WSB热门概念","FIVE":"Five Below"},"source_url":"https://finance.yahoo.com/news/march-jobs-report-pce-inflation-fed-hike-watch-what-to-know-this-week-160533408.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2222885292","content_text":"The March jobs report takes center stage this week. The Labor Department’s monthly snapshot of U.S. employment will be closely watched by market participants and will carry special weight as Federal Reserve officials appear to signal more hawkishness in the central bank’s rate-hiking plans. Meanwhile, Core PCE, the Fed’s preferred inflation gauge, is also due out Wednesday and will offer further clues on how aggressive the next interest rate bump could be.Despite a streak of seesaw action, markets have mostly fared well since the Fed raised interest rates by 25 basis points on March 16 in the first hike since 2018. The Dow Jones Industrial Average, Nasdaq Composite, and S&P 500 each registered their second straight week of gains on Friday to close at one-month highs.Still, questions remain around the central bank’s path forward and investors are watching closely to see whether the ramp up in short-term rates that is underway will blunt the market’s gains.The latest jobs report due out Friday comes as traders are braced for the likelihood that Fed officials may lean into higher borrowing costs more aggressively than anticipated after recent remarks from Fed Chair Jerome Powell indicating “ongoing rate increases will be appropriate” to lower inflation readings. If Friday’s employment data shows a tighter-than-ever labor market, policymakers could be even more inclined to move ahead with a 50-basis point hike.“The payroll jobs report could be the biggest one yet in this recovery from the pandemic,” FWDBONDS chief economist Christopher Rupkey said in a recent note. “Federal Reserve officials are already chomping at the bit for bigger 50 bps rate hikes at upcoming meetings, and the tightest labor market since the 1960s is like pouring gasoline on the fire where any policy official worth his or her salt is burning with desire to get interest rates up to 2% neutral levels now.”All things suggest a jaw-dropping jobs report. Last week, U.S. jobless claims notched the lowest level since September 1969 at 187,000 filings. Moreover, the most recent employment report blew past what economists had estimated, posting a stunning 687,000 jobs added or created during the month of February. The March report is expected to show another robust reading with payrolls likely to rise by 490,000, according to Bloomberg economist estimates.This labor market tightness has strongly informed the Fed’s decision to rein in monetary policy, with economic momentum suggesting to officials that the U.S. economy could weather less accommodative financial conditions.“The Federal Reserve has a dual mandate to promote employment and stable prices,” Bankrate senior industry analyst Ted Rossman said in a note. “The strong labor market is leading the Fed to focus squarely on combating the high inflation rate. Fed Chair Jerome Powell recently hinted at a more aggressive pace of rate hikes, and this report fits that narrative since inflation is a much bigger concern than unemployment right now.”While an improving labor market is good for U.S. households, widespread job openings have made room for significant leverage for workers, driving wage gains higher and further elevating inflationary pressures.To add to that, Bank of America pointed out that amid the labor market recovery is a higher level of job openings for any given unemployment rate than compared to prior history. As a result, the short-run inflation neutral unemployment rate (NAIRU) may be higher than longer-run estimates, implying more sustained wage and price pressures in the near-term, according to the bank.The Labor Department's JOLTs (Job Openings and Labor Turnover Summary) for February will be released Tuesday with analysts, according to Bloomberg consensus, expecting vacancies of 11 million, similar to January's results.“The pandemic labor market has seen an extraordinary outward shift in the Beveridge curve (the relationship between unemployment and the job vacancy rate), suggesting difficulty in matching workers to jobs,” BofA economists said in a recent note. “This mismatch may reflect surging goods spending and hence a shortage of workers in the hottest part of the economy.”Fed's measure of inflationAlso on the inflation front, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE) deflator this Thursday. The measure is another gauge of how quickly prices are increasing across the country. Consensus economists expect the PCE to post a rise of another 0.6% in February, according to Bloomberg data, This would mark the 15th consecutive monthly increase and bring the index up by 6.4% on a year-over-year basis.The core PCE index, which the Fed uses to conduct monetary policy, is also expected to show an increase when the print publishes Wednesday. Consensus economists are looking for a 5.5% increase in core PCE in February, compared to January’s 5.2% rise.The Fed's already arduous task of mitigating inflation without stunting economic growth is further complicated by geopolitical turmoil in Eastern Europe. War in Ukraine and penalizing sanctions against Russia for its invasion of the country have raised uncertainty in recent weeks over the conflict’s toll on the global economic picture and potential spillover consequences for the U.S. Namely, rising oil prices have elevated inflation expectations. WTI crude oil futures snapped a two-week losing streak to round out the week 8.8% higher at $113.90 per barrel as of Friday's close.OPEC+ (Organization of the Petroleum Exporting Countries) is scheduled to hold a virtual meeting on March 31 with Russia and its nine other allies to discuss May production levels. The intergovernmental organization is expected to maintain current production plans, even as crude oil prices trade at a 14-year high.“The Fed seems to be the only central bank still focused on increasing its hawkishness” amid higher energy prices and inflation,\" Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop told Yahoo Finance Live. “It’s noteworthy.”Consumer confidenceAs inflation worries mount, consumers are getting wary about what's ahead. The Conference Board's Consumer Confidence Index due for release on Tuesday will show a timely snapshot of their thinking following the latest spike in prices. Economists surveyed by Bloomberg are looking for the index to fall to 107.0 for March following a read of 110.5 last month.Last week's further decline in the University of Michigan's final consumer sentiment index for March, which fell to 59.4 from a preliminary reading of 59.7 and 62.8 in the prior month, is an indication of consumers' changing attitude about their economic future. The survey saw more consumers report reduced living standards due to rising inflation than any other time except during the two worst recessions in the past 50 years: from March 1979 to April 1981, and from May to October 2008, the University of Michigan said.\"Usually consumers fret about job opportunities and the lack thereof, but this time, the consumer is in sync with Fed officials that the greatest danger the economy faces is inflation,\" Rupkey said in recent commentary. \"Consumers continue to spend, but future consumption is very much in doubt as the cost of store bought goods soars ever higher.\"\"We have rarely seen consumers this pessimistic outside of the darkest days of recessions, but the polling indicates the public is more scared about their economic future than they have been in years,\" he wrote. \"Everyone get out of the way because if the consumer stops, then the economy drops and it will be a miracle if the economy can avoid a shipwreck on the shores of recession.\"Earnings season has winded down — though the next quarterly read (representing the first three months of 2022) will be underway soon. A few reports are in the queue to trickle in on Friday, with names including Jefferies Financial , Chewy , Lululemon , and others.Economic calendarMonday: Advance Goods Trade Balance, February (-$106.3 billion expected, -$107.6 billion during prior month); Wholesale Inventories, month-over-month, February preliminary (1.2% expected, 0.8% during previous month, upwardly revised to 1.0%); Retail Inventories, month-over-month, February (1.4% expected, 4.9% during prior month); Dallas Fed Manufacturing Activity, March (11 expected, 14 during prior month)Tuesday: FHFA House Pricing Index, month-over-month, January (1.3% expected, 1.2% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, January (1.50% expected, 1.46% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, January (18.55% expected, 18.56% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index, year-over-year, January (18.84% during prior month); Conference Board Consumer Confidence, March (107.0 expected, 110.5 during prior read); Conference Board Present Situation, March (145.1 during prior read); Conference Board Expectations, March (87.5 during prior read); JOLTS job openings, February (11 million expected, 11.26 million during prior month)Wednesday: MBA Mortgage Applications, week ended March 25 (-8.1% during prior week); ADP Employment Change, March (450,000 expected, 475,000 during prior month); GDP Annualized, quarter-over-quarter, 4Q third (7.0% expected, 7.0% prior); Personal Consumption, quarter-over-quarter, 4Q third (3.1% expected, 3.1% prior); GDP Price Index, quarter-over-quarter, 4Q third (7.1% expected, 7.1% prior); Core PCE, quarter-over-quarter, 4Q third (5.0% expected, 5.0% prior);Thursday: Challenger Job Cuts, year-over-year, March (-55.9% during prior month); Personal Income, month-over-month, February (0.5% expected, 0.0% during prior month); Personal Spending, month-over-month, February (0.5% expected, 2.1% during prior month); Real Personal Spending, month-over-month, February (-0.2% expected, 1.5% during prior month); PCE deflator, month-over-month, February (0.6% expected, 0.6% during prior month); PCE deflator, year-over-year, February (6.4% expected, 6.1% during prior month); PCE core deflator, month-over-month, February (0.4% expected, 0.5% during prior month); PCE core deflator, year-over-year, February (5.5% expected, 5.2% during prior month); Initial Jobless Claims, week ended March 26 (200,000 expected, 187,000 during prior week); Continuing Claims, week ended March 19 (1.35 million expected, 1.35 million during prior week); MNI Chicago PMI, March (57.0 expected, 56.3 during prior month)Friday: Two-Month Payroll Net Revision, March (92,000 prior); Change in Nonfarm Payrolls, March (490,000 expected, 678,000 during prior month); Change in Private Payrolls, March (408,000 expected, 444,000 during prior month); Change in Manufacturing Payrolls, January (30,000 expected, 36,000 during prior month); Unemployment Rate, March (3.7% expected, 3.8% during prior month); Average Hourly Earnings, month-over-month, March (0.4% expected, 0.0% during prior month); Average Hourly Earnings, year-over-year, March (5.5% expected, 5.1% prior month); Average Weekly Hours All Employees, March (34.7 expected, 34.7 during prior month); Labor Force Participation Rate, March (62.4% expected, 62.3% during prior month); Underemployment Rate, March (7.2% prior month); S&P Global Manufacturing PMI, March final (58.5 expected, 58.5 during prior month); Construction Spending, month-over-month, February (1.0% expected, 1.3% during prior month); ISM Manufacturing, March (59.0 expected, 58.6 during prior month); ISM Prices Paid, March (80 expected, 75.6 prior month); ISM New Orders, March (61.7 during prior month); ISM Employment, March (52.9 during prior month); WARDS Total Vehicle Sales, March (13.90 million expected, 14.07 million prior month)Earnings calendarMondayBefore market open: TPG After market close: Jefferies Financial , Dave & Buster’s Entertainment TuesdayBefore market open: McCormick After market close: Chewy , RH , Micron Technology , Lululemon WednesdayBefore market open: Five BelowAfter market close: No notable reports scheduled for releaseThursdayBefore market open: Walgreens Boots Alliance (WBA)After market close: Blackberry FridayNo notable reports scheduled for release","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099052037,"gmtCreate":1643282497076,"gmtModify":1676533795790,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099052037","repostId":"2206814026","repostType":4,"repost":{"id":"2206814026","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1643282368,"share":"https://ttm.financial/m/news/2206814026?lang=&edition=fundamental","pubTime":"2022-01-27 19:19","market":"us","language":"en","title":"Dow Profit More than Doubles on Higher Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2206814026","media":"Reuters","summary":"Dow Inc's fourth-quarter profit more than doubled on Thursday, helped by higher prices for its chemi","content":"<html><head></head><body><p>Dow Inc's fourth-quarter profit more than doubled on Thursday, helped by higher prices for its chemicals as supplies remained tight amid strong demand for its products.</p><p>Demand for the company's chemicals, used in everything from food packaging and mattresses to textiles and electronics, has been strong since it began recovering after a brief hit at the start of the pandemic and that has helped the company boost prices.</p><p>Overall prices climbed 39% in the fourth quarter from a year earlier.</p><p>Volumes fell 4%, primarily driven by supply constraints from maintenance and lingering effects from the pandemic and weather-related outages.</p><p>The company's net operating income, which excludes certain items, rose to $1.6 billion, or $2.15 per share, in the three months ended Dec. 31, from $607 million, or 81 cents per share, a year earlier.</p><p>Sales in the last three months of 2021 rose to $14.36 billion from $10.71 billion, a year earlier.</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>Dow Profit More than Doubles on Higher Prices</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\">\nDow Profit More than Doubles on Higher Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-27 19:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Dow Inc's fourth-quarter profit more than doubled on Thursday, helped by higher prices for its chemicals as supplies remained tight amid strong demand for its products.</p><p>Demand for the company's chemicals, used in everything from food packaging and mattresses to textiles and electronics, has been strong since it began recovering after a brief hit at the start of the pandemic and that has helped the company boost prices.</p><p>Overall prices climbed 39% in the fourth quarter from a year earlier.</p><p>Volumes fell 4%, primarily driven by supply constraints from maintenance and lingering effects from the pandemic and weather-related outages.</p><p>The company's net operating income, which excludes certain items, rose to $1.6 billion, or $2.15 per share, in the three months ended Dec. 31, from $607 million, or 81 cents per share, a year earlier.</p><p>Sales in the last three months of 2021 rose to $14.36 billion from $10.71 billion, a year earlier.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOW":"陶氏化学","BK4090":"商品化工"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206814026","content_text":"Dow Inc's fourth-quarter profit more than doubled on Thursday, helped by higher prices for its chemicals as supplies remained tight amid strong demand for its products.Demand for the company's chemicals, used in everything from food packaging and mattresses to textiles and electronics, has been strong since it began recovering after a brief hit at the start of the pandemic and that has helped the company boost prices.Overall prices climbed 39% in the fourth quarter from a year earlier.Volumes fell 4%, primarily driven by supply constraints from maintenance and lingering effects from the pandemic and weather-related outages.The company's net operating income, which excludes certain items, rose to $1.6 billion, or $2.15 per share, in the three months ended Dec. 31, from $607 million, or 81 cents per share, a year earlier.Sales in the last three months of 2021 rose to $14.36 billion from $10.71 billion, a year earlier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093577936,"gmtCreate":1643679973278,"gmtModify":1676533843117,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093577936","repostId":"2208335465","repostType":4,"repost":{"id":"2208335465","pubTimestamp":1643670433,"share":"https://ttm.financial/m/news/2208335465?lang=&edition=fundamental","pubTime":"2022-02-01 07:07","market":"us","language":"en","title":"US STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2208335465","media":"Reuters","summary":"* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls","content":"<html><head></head><body><p>* Nasdaq posts worst January since 2008</p><p>* S&P 500, Dow see worst month since March 2020</p><p>* Citrix falls on $16.5 bln deal to take it private</p><p>* Indexes end up: Dow 1.17%, S&P 1.89%, Nasdaq 3.41%</p><p>Jan 31 (Reuters) - U.S. stocks closed higher on Monday, at the end of a volatile month for Wall Street where the tech-heavy Nasdaq narrowly avoided its worst ever start to the year and the S&P 500 recorded its weakest January performance since 2009.</p><p>Valuations of growth and technology stocks have come under increasing scrutiny, as investors fretted about companies trading at lofty valuations at a time when the U.S. Federal Reserve is set to begin raising interest rates to combat inflation and withdraw its pandemic stimulus measures.</p><p>In early Monday trading, the Nasdaq was on course to surpass its worst opening-month performance on record, when it fell 9.89% in 2008. However, after its best <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since March 2021, it closed out January down 8.99%.</p><p>"At the end of the day, interest rates are going to have to move higher, and companies with high multiples will have to trade lower," said Decio Nascimento, chief investment officer of Norbury Partners.</p><p>He added that, with costs such as wages rising, there will be increased investor focus on sectors that can better handle those inflationary pressures, with less latitude for companies which promise future growth but which currently generate negative cash flow.</p><p>All of the 11 major S&P sectors advanced, led by a 3.8% rise in consumer discretionary stocks. The gain was led by Tesla Inc, which jumped 10.7% after Credit Suisse raised the electric car maker's stock rating to "outperform".</p><p>For January though, consumer discretionary was the worst performing sector, slipping 9.7%. In all, only the energy sector ended the month in positive territory, aided by oil prices hitting their highest level since October 2014 on Friday.</p><p>Overall, the bellwether S&P 500 had its worst overall month since the pandemic-led crash in March 2020.</p><p>The U.S. Federal Reserve last week signaled it intends to combat the four-decade high inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>Fed funds futures traders are pricing in almost five rate increases by year-end, with some banks, such as the Bank of America now eyeing seven hikes this year.</p><p>"What the Fed did last week was to widen the spectrum of possibility of what rates could be in a year or two, so when you do that, you are going to create volatility in equities" said Norbury Partners' Nascimento.</p><p>Geopolitical tensions have added to market uncertainty, with the U.S. and its allies threatening Russia with new economic sanctions if it attacks Ukraine.</p><p>The Dow Jones Industrial Average rose 406.39 points, or 1.17%, to 35,131.86, the S&P 500 gained 83.7 points, or 1.89%, to 4,515.55 and the Nasdaq Composite added 469.31 points, or 3.41%, to 14,239.88.</p><p>Boeing Co rose 5.1%. The U.S. planemaker secured a launch order from Qatar Airways for a new freighter version of its 777X passenger jet and a provisional order for 737 MAX jets.</p><p>Citrix Systems Inc's shares fell 3.4% after the software company said it had agreed to be taken private for $16.5 billion including debt by affiliates of Elliott Management and <a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> Equity Partners.</p><p>Volume on U.S. exchanges was 12.67 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.</p><p>The S&P 500 posted eight new 52-week highs and no new lows; the Nasdaq Composite recorded 30 new highs and 45 new lows.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains</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\">\nUS STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 07:07 GMT+8 <a href=https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls on $16.5 bln deal to take it private* Indexes end up: Dow 1.17%, S&P 1.89%, Nasdaq 3.41%Jan 31 (...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CTXS":"思杰系统","COMP":"Compass, Inc.","BA":"波音"},"source_url":"https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208335465","content_text":"* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls on $16.5 bln deal to take it private* Indexes end up: Dow 1.17%, S&P 1.89%, Nasdaq 3.41%Jan 31 (Reuters) - U.S. stocks closed higher on Monday, at the end of a volatile month for Wall Street where the tech-heavy Nasdaq narrowly avoided its worst ever start to the year and the S&P 500 recorded its weakest January performance since 2009.Valuations of growth and technology stocks have come under increasing scrutiny, as investors fretted about companies trading at lofty valuations at a time when the U.S. Federal Reserve is set to begin raising interest rates to combat inflation and withdraw its pandemic stimulus measures.In early Monday trading, the Nasdaq was on course to surpass its worst opening-month performance on record, when it fell 9.89% in 2008. However, after its best one-day gain since March 2021, it closed out January down 8.99%.\"At the end of the day, interest rates are going to have to move higher, and companies with high multiples will have to trade lower,\" said Decio Nascimento, chief investment officer of Norbury Partners.He added that, with costs such as wages rising, there will be increased investor focus on sectors that can better handle those inflationary pressures, with less latitude for companies which promise future growth but which currently generate negative cash flow.All of the 11 major S&P sectors advanced, led by a 3.8% rise in consumer discretionary stocks. The gain was led by Tesla Inc, which jumped 10.7% after Credit Suisse raised the electric car maker's stock rating to \"outperform\".For January though, consumer discretionary was the worst performing sector, slipping 9.7%. In all, only the energy sector ended the month in positive territory, aided by oil prices hitting their highest level since October 2014 on Friday.Overall, the bellwether S&P 500 had its worst overall month since the pandemic-led crash in March 2020.The U.S. Federal Reserve last week signaled it intends to combat the four-decade high inflation by hiking key interest rates more aggressively than many market participants expected.Fed funds futures traders are pricing in almost five rate increases by year-end, with some banks, such as the Bank of America now eyeing seven hikes this year.\"What the Fed did last week was to widen the spectrum of possibility of what rates could be in a year or two, so when you do that, you are going to create volatility in equities\" said Norbury Partners' Nascimento.Geopolitical tensions have added to market uncertainty, with the U.S. and its allies threatening Russia with new economic sanctions if it attacks Ukraine.The Dow Jones Industrial Average rose 406.39 points, or 1.17%, to 35,131.86, the S&P 500 gained 83.7 points, or 1.89%, to 4,515.55 and the Nasdaq Composite added 469.31 points, or 3.41%, to 14,239.88.Boeing Co rose 5.1%. The U.S. planemaker secured a launch order from Qatar Airways for a new freighter version of its 777X passenger jet and a provisional order for 737 MAX jets.Citrix Systems Inc's shares fell 3.4% after the software company said it had agreed to be taken private for $16.5 billion including debt by affiliates of Elliott Management and Vista Equity Partners.Volume on U.S. exchanges was 12.67 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.The S&P 500 posted eight new 52-week highs and no new lows; the Nasdaq Composite recorded 30 new highs and 45 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004831234,"gmtCreate":1642552166137,"gmtModify":1676533721618,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004831234","repostId":"2204408493","repostType":4,"repost":{"id":"2204408493","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1642541163,"share":"https://ttm.financial/m/news/2204408493?lang=&edition=fundamental","pubTime":"2022-01-19 05:26","market":"us","language":"en","title":"US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2204408493","media":"Reuters","summary":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trad","content":"<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft , Apple and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> , weighed heavily on the S&P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</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>US STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss</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\">\nUS STOCKS-Wall St Sinks as Yields Spike, Financials Fall after Goldman Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-01-19 05:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Nasdaq ends down 9.7% from Nov 19 record close</p><p>* Goldman shares tumble as profit hit by weaker trading</p><p>* Benchmark U.S. Treasury yields jump to two-year highs</p><p>* Activision soars on $68.7 billion Microsoft deal</p><p>* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%</p><p>By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi Sanyal</p><p>Jan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.</p><p>The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.</p><p>Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the better-performing groups in 2022, dropped 2.3%.</p><p>“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”</p><p>Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.</p><p>The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.</p><p>“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.</p><p>"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.</p><p>The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.</p><p>Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.</p><p>Declines in megacap stocks, including Microsoft , Apple and <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> , weighed heavily on the S&P 500 among individual shares.</p><p>A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.</p><p>Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.</p><p>In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and <a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> up 1%. Microsoft shares fell 2.4%.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.</p><p>The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.</p><p>Goldman profit hit by weaker trading, rising expenses; shares tumble.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GS":"高盛","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","BK4127":"投资银行业与经纪业"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204408493","content_text":"* Nasdaq ends down 9.7% from Nov 19 record close* Goldman shares tumble as profit hit by weaker trading* Benchmark U.S. Treasury yields jump to two-year highs* Activision soars on $68.7 billion Microsoft deal* Indexes down: Dow 1.51%, S&P 1.84%, Nasdaq 2.6%By Lewis Krauskopf, Bansari Mayur Kamdar and Shreyashi SanyalJan 18 (Reuters) - Wall Street's main indexes fell sharply on Tuesday as weak results from Goldman Sachs weighed on financial stocks and tech shares continued their sell-off to start the year as U.S. Treasury yields rose to milestones.The Nasdaq dropped most among major indexes on Tuesday and now has fallen about 9.7% from its Nov. 19 record closing high, close to confirming a 10% correction for the first time since early 2021. The tech-heavy index also closed below its 200-day moving average, a key technical support level, for the first time since April 2020.Goldman Sachs shares tumbled 7% after the investment bank missed quarterly profit expectations amid weak trading activity. The financials sector , which has been one of the better-performing groups in 2022, dropped 2.3%.“The financials crumbling a little bit under the weight of less-than-impressive earnings quarters is probably the biggest factor today,” said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana. “When you have taken out potentially one of the areas that actually was working here, that kind of casts a pall on the market.”Benchmark U.S. Treasury yields jumped to two-year highs and two-year yields breached 1% as traders prepared for the Federal Reserve to be more aggressive in tackling unabated inflation.The steep ascent in yields to start 2022 has weighed in particular on tech and growth stocks, whose future expected cash flows are discounted more sharply as yields rise.“The hot inflation prints have spooked the market that the Fed is going to move and so we are seeing this rise in yields,” said Mona Mahajan, senior investment strategist at Edward Jones.\"It’s not only the rise in yields but the rapid rise in yields ... that really does cause some indigestion in the market, but particularly in growth, higher valuation, more speculative asset classes,” Mahajan said.The Dow Jones Industrial Average fell 543.34 points, or 1.51%, to 35,368.47, the S&P 500 lost 85.74 points, or 1.84%, to 4,577.11 and the Nasdaq Composite dropped 386.86 points, or 2.6%, to 14,506.90.Of 11 S&P 500 sectors, 10 ended lower, with technology falling the most. Energy , the top-percentage gainer so far in 2022, was the lone sector in positive territory, rising 0.4%.Declines in megacap stocks, including Microsoft , Apple and Meta Platforms , weighed heavily on the S&P 500 among individual shares.A BofA survey showed that fund managers had cut their overweight positions in tech to their lowest levels since 2008, while another survey by Deutsche Bank found that a majority of respondents believed U.S. technology stocks are in bubble territory.Investors are zeroing in on next week's Fed policy meeting for more clarity on central bankers' next moves to rein in inflation. Data last week showed U.S. consumer prices increased solidly in December, culminating in the largest annual rise in inflation in nearly four decades.In company news, Activision shares soared nearly 26% after Microsoft announced a deal to buy the video-game maker for $68.7 billion. Shares of other video game companies rose, with Electronic Arts up 2.7% and Take-Two Interactive Software up 1%. Microsoft shares fell 2.4%.Declining issues outnumbered advancing ones on the NYSE by a 5.52-to-1 ratio; on Nasdaq, a 4.93-to-1 ratio favored decliners.The S&P 500 posted 34 new 52-week highs and nine new lows; the Nasdaq Composite recorded 69 new highs and 611 new lows.About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10 billion daily average over the last 20 sessions.Goldman profit hit by weaker trading, rising expenses; shares tumble.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004077773,"gmtCreate":1642465748727,"gmtModify":1676533712789,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004077773","repostId":"2204077133","repostType":4,"repost":{"id":"2204077133","pubTimestamp":1642462076,"share":"https://ttm.financial/m/news/2204077133?lang=&edition=fundamental","pubTime":"2022-01-18 07:27","market":"us","language":"en","title":"Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2204077133","media":"Yahoo Finance","summary":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in obser","content":"<html><head></head><body><p>Earnings season is heating up this week.</p><p>Even with <a href=\"https://laohu8.com/S/AONE.U\">one</a> fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a prolific lineup of fourth quarter reports from market heavyweights such as Goldman Sachs (GS), Proctor & Gamble (PG), Netflix (NFLX) and United Airlines (UAL). The period kicked off in earnest last week with lackluster results from major U.S. banks. JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) were among the financial forms posting less-than-impressive results that dragged on Wall Street and tempered expectations for a strong start to the earnings season.</p><p>As fourth quarter earnings reports pick up speed, investors will shift their focus from monetary policy to look for signs of relief in company profits and other corporate metrics after economic uncertainty and worries around the Federal Reserve’s pace of interest rate hikes have weighed heavily on markets to start the new year.</p><p>The S&P 500 is down 2.79% in 2022 so far, while the Dow has lost 1.84%. The Nasdaq has shed a whopping -5.93% year-to-date, with more than one third of companies in the index at least 50% from their 52-week highs, according to Bloomberg data.</p><p><img src=\"https://static.tigerbbs.com/cf5558c689efb2422aba2f457dd0ea41\" tg-width=\"4160\" tg-height=\"2773\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Earnings season kick into high gear this week. REUTERS/Brendan McDermidBrendan McDermid / reuters</p><p>“We’ll have to see if earnings season comes to the rescue once again,” Ed Clissold, chief U.S. strategist at Ned Davis, told Bloomberg earlier this week. “Still, earnings revisions over the past several weeks weren’t as strong as other pre-announcement periods last year, which leads us to believe that we may not get those fantastic beat rates.”</p><p>In the energy and industrials sector, which typically serves as a key driver in fourth quarter results, underlying fundamentals may lack the strength to power markets this earnings season, PNC chief investment officer Amanda Agati told Yahoo Finance Live.</p><p>“Investors need to be starting to set their expectations a bit lower,” she said. “Not necessarily bearish, but we do think the moderation in terms of growth not only for earnings season going forward, but also for economic growth is really going to be a dominant theme."</p><p>S&P 500 earnings in aggregate were expected to grow 21.7% for the fourth-quarter of 2021, according to recent data from FactSet Research vice president and senior earnings analyst John Butters. That figure would mark a fourth consecutive quarter that earnings growth tops 20%.</p><p>Industry experts have previously predicted companies in the S&P 500 will report record-high earnings per share in 2022. Butters has pointed out that the bottom-up EPS estimate for the S&P 500 was $222.32 as of last month. If the forecast meets expectations, this would be the highest annual EPS number for the index since FactSet began tracking this metric in 1996.</p><p>FactSet reported that, on average, analysts have overestimated the final EPS number by 7.2%. Even taking the overestimation into account, the final EPS value of $206.32 for 2022 would still beat previous records.</p><p><img src=\"https://static.tigerbbs.com/0d2a8c99ee4ca3221a03b3c596293e3b\" tg-width=\"1804\" tg-height=\"1308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>The bottom-up EPS estimate for the S&P 500 is $222.32, a figure that would mark the highest on record, according to FactSet data.FactSet Research vice president and senior earnings analyst john butters</p><p>Continued signs of Omicron’s economic impact and increasing indication by the Federal Reserve that it will intervene more aggressively to curb rising inflation, however, continue to dampen the outlook for 2022.</p><p>“Our expectation is that we're going to have a very solid and robust earnings season,” Schwab Asset Management CEO and CIO Omar Aguilar, though adding that the coming quarters may reflect the toll of Omicron more heavily than fourth quarter numbers.</p><p>“That being said, we expect the earnings to continue to decelerate — still very robust and in a good place as companies continue to drive to generate free cash flow and generate business,” but we will hear a lot about supply chain disruptions and the potential higher costs in these sectors that may have been transitioned to consumers.</p><p>"I think what investors are really focused on is what are these CEOs going to say about two primary things, number one being inflation," TD Ameritrade Chief Market Strategist JJ Kinahan told Yahoo Finance Life.</p><p>"For the financials, it'll probably be more wage inflation and their ability to retain workers and pay up... and then on the other end of that, for the non-financials, perhaps it's more of whether they can go through supply chain issues, because of COVID or because of the cost of inflation, to deliver goods to their end customers."</p><p>Meanwhile in Washington, Fed policymakers will enter a blackout period this week ahead of the Federal Open Market Committee’s (FOMC) next meeting on Jan. 26. The central bank has been top of mind for investors bracing for interest rate increases and tighter financial conditions that could come as soon as March.</p><p>In confirmation hearings last week, Fed officials have doubled down on earlier assertions that the central bank is prepared to mitigate inflation through higher interest rates.</p><p>Federal Reserve Chair Jerome Powell told Congress Tuesday that if the pace of price increases does not settle, policymakers will get more aggressive with raising short-term borrowing costs. In a separate hearing on Thursday, Fed governor and vice chair nominee Lael Brainard pledged to use that "powerful tool" — the central bank's benchmark for short-term interest rates called the federal funds rate — to bring inflation down over time.</p><h2>Economic calendar</h2><ul><li><p><b>Monday:</b> <i>Markets closed in observance of Martin Luther King Jr. Day; No economic reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Empire Manufacturing, January (25 expected, 31.9 prior); NAHB Housing Market Index, January (84 expected, 84 prior); Net Long-Term TIC Flows, November ($7,100,000,000 prior); Total Net TIC Flows, November ($143,000,000,000 prior)</p></li><li><p><b>Wednesday:</b> MBA Mortgage Applications, week ended January 14 (1.4% during prior week); Building Permits, December (1,700,000 expected, 1,712,000 during prior month, upwardly revised to 1,717,000); Building Permits, month-over-month, December (-1.0% expected, 3.6% during prior month, upwardly revised to 3.9%); Housing Starts, December (1,650,000 expected, 1,679,000 during prior month); Housing Starts, month over month, December (-1.7% expected, 11.8% during prior month)</p></li><li><p><b>Thursday:</b> Initial Jobless Claims, week ended January 15 (220,000 expected, 230,000 during prior week) Continuing Claims, week ended January 15 (1,521,000 expected, 1,559,000 prior week); Philadelphia Fed Business Outlook, January (19.8 expected, 15.4 prior); Existing Home Sales, December (6,410,000 expected, 6,460,000 during prior month); Existing Home Sales, month over month, December (-0.8% expected, 1.9% during prior month);</p></li><li><p><b>Friday: </b>Leading Index, December (0.8% expected, 1.1% prior)</p></li></ul><p><b>Earnings:</b></p><ul><li><p><b>Monday:</b> N<i>Markets closed in observance of Martin Luther King Jr. Day; o reports scheduled for release</i></p></li><li><p><b>Tuesday:</b> Goldman Sachs (GS) before market open, PNC Bank (PNC) before market open, Charles Schwab (SCHW), Bank of New York Mellon (BK) and Truist Financial (TFC) before market open; Interactive Brokers (IBKR), Hunt Transport (JBHT) after market close, Citrix Systems (CTXS)</p></li><li><p><b>Wednesday:</b> Bank of America (BAC) before market open, Procter & Gamble (PG) before market open, United Health (UNH) before market open, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> (MS) before market open, United Airlines (UAL) after market close, Discover Financial (DFS) after market close, State Street (STT) before market open, Comerica (CMA) before market open</p></li><li><p><b>Thursday:</b> Travelers (TRV) and American Airlines (AAL) and Northern Trust (NTRS) before market open; Netflix (NFLX) at market close</p></li><li><p><b>Friday:</b> Schlumberger (SLB), <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> (ALLY)</p></li></ul></body></html>","source":"yahoofinance_au","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>Earnings Season in Full Swing, Fed Blackout Period: What to Know This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nEarnings Season in Full Swing, Fed Blackout Period: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 07:27 GMT+8 <a href=https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a ...</p>\n\n<a href=\"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html\">Web Link</a>\n\n</div>\n\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":"https://finance.yahoo.com/news/earnings-season-gains-momentum-fed-blackout-period-what-to-know-this-week-163248002.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204077133","content_text":"Earnings season is heating up this week.Even with one fewer trading day, markets are closed in observance of Martin Luther King Jr. Day Monday, investors will come back from the holiday weekend to a prolific lineup of fourth quarter reports from market heavyweights such as Goldman Sachs (GS), Proctor & Gamble (PG), Netflix (NFLX) and United Airlines (UAL). The period kicked off in earnest last week with lackluster results from major U.S. banks. JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C) were among the financial forms posting less-than-impressive results that dragged on Wall Street and tempered expectations for a strong start to the earnings season.As fourth quarter earnings reports pick up speed, investors will shift their focus from monetary policy to look for signs of relief in company profits and other corporate metrics after economic uncertainty and worries around the Federal Reserve’s pace of interest rate hikes have weighed heavily on markets to start the new year.The S&P 500 is down 2.79% in 2022 so far, while the Dow has lost 1.84%. The Nasdaq has shed a whopping -5.93% year-to-date, with more than one third of companies in the index at least 50% from their 52-week highs, according to Bloomberg data.Earnings season kick into high gear this week. REUTERS/Brendan McDermidBrendan McDermid / reuters“We’ll have to see if earnings season comes to the rescue once again,” Ed Clissold, chief U.S. strategist at Ned Davis, told Bloomberg earlier this week. “Still, earnings revisions over the past several weeks weren’t as strong as other pre-announcement periods last year, which leads us to believe that we may not get those fantastic beat rates.”In the energy and industrials sector, which typically serves as a key driver in fourth quarter results, underlying fundamentals may lack the strength to power markets this earnings season, PNC chief investment officer Amanda Agati told Yahoo Finance Live.“Investors need to be starting to set their expectations a bit lower,” she said. “Not necessarily bearish, but we do think the moderation in terms of growth not only for earnings season going forward, but also for economic growth is really going to be a dominant theme.\"S&P 500 earnings in aggregate were expected to grow 21.7% for the fourth-quarter of 2021, according to recent data from FactSet Research vice president and senior earnings analyst John Butters. That figure would mark a fourth consecutive quarter that earnings growth tops 20%.Industry experts have previously predicted companies in the S&P 500 will report record-high earnings per share in 2022. Butters has pointed out that the bottom-up EPS estimate for the S&P 500 was $222.32 as of last month. If the forecast meets expectations, this would be the highest annual EPS number for the index since FactSet began tracking this metric in 1996.FactSet reported that, on average, analysts have overestimated the final EPS number by 7.2%. Even taking the overestimation into account, the final EPS value of $206.32 for 2022 would still beat previous records.The bottom-up EPS estimate for the S&P 500 is $222.32, a figure that would mark the highest on record, according to FactSet data.FactSet Research vice president and senior earnings analyst john buttersContinued signs of Omicron’s economic impact and increasing indication by the Federal Reserve that it will intervene more aggressively to curb rising inflation, however, continue to dampen the outlook for 2022.“Our expectation is that we're going to have a very solid and robust earnings season,” Schwab Asset Management CEO and CIO Omar Aguilar, though adding that the coming quarters may reflect the toll of Omicron more heavily than fourth quarter numbers.“That being said, we expect the earnings to continue to decelerate — still very robust and in a good place as companies continue to drive to generate free cash flow and generate business,” but we will hear a lot about supply chain disruptions and the potential higher costs in these sectors that may have been transitioned to consumers.\"I think what investors are really focused on is what are these CEOs going to say about two primary things, number one being inflation,\" TD Ameritrade Chief Market Strategist JJ Kinahan told Yahoo Finance Life.\"For the financials, it'll probably be more wage inflation and their ability to retain workers and pay up... and then on the other end of that, for the non-financials, perhaps it's more of whether they can go through supply chain issues, because of COVID or because of the cost of inflation, to deliver goods to their end customers.\"Meanwhile in Washington, Fed policymakers will enter a blackout period this week ahead of the Federal Open Market Committee’s (FOMC) next meeting on Jan. 26. The central bank has been top of mind for investors bracing for interest rate increases and tighter financial conditions that could come as soon as March.In confirmation hearings last week, Fed officials have doubled down on earlier assertions that the central bank is prepared to mitigate inflation through higher interest rates.Federal Reserve Chair Jerome Powell told Congress Tuesday that if the pace of price increases does not settle, policymakers will get more aggressive with raising short-term borrowing costs. In a separate hearing on Thursday, Fed governor and vice chair nominee Lael Brainard pledged to use that \"powerful tool\" — the central bank's benchmark for short-term interest rates called the federal funds rate — to bring inflation down over time.Economic calendarMonday: Markets closed in observance of Martin Luther King Jr. Day; No economic reports scheduled for releaseTuesday: Empire Manufacturing, January (25 expected, 31.9 prior); NAHB Housing Market Index, January (84 expected, 84 prior); Net Long-Term TIC Flows, November ($7,100,000,000 prior); Total Net TIC Flows, November ($143,000,000,000 prior)Wednesday: MBA Mortgage Applications, week ended January 14 (1.4% during prior week); Building Permits, December (1,700,000 expected, 1,712,000 during prior month, upwardly revised to 1,717,000); Building Permits, month-over-month, December (-1.0% expected, 3.6% during prior month, upwardly revised to 3.9%); Housing Starts, December (1,650,000 expected, 1,679,000 during prior month); Housing Starts, month over month, December (-1.7% expected, 11.8% during prior month)Thursday: Initial Jobless Claims, week ended January 15 (220,000 expected, 230,000 during prior week) Continuing Claims, week ended January 15 (1,521,000 expected, 1,559,000 prior week); Philadelphia Fed Business Outlook, January (19.8 expected, 15.4 prior); Existing Home Sales, December (6,410,000 expected, 6,460,000 during prior month); Existing Home Sales, month over month, December (-0.8% expected, 1.9% during prior month);Friday: Leading Index, December (0.8% expected, 1.1% prior)Earnings:Monday: NMarkets closed in observance of Martin Luther King Jr. Day; o reports scheduled for releaseTuesday: Goldman Sachs (GS) before market open, PNC Bank (PNC) before market open, Charles Schwab (SCHW), Bank of New York Mellon (BK) and Truist Financial (TFC) before market open; Interactive Brokers (IBKR), Hunt Transport (JBHT) after market close, Citrix Systems (CTXS)Wednesday: Bank of America (BAC) before market open, Procter & Gamble (PG) before market open, United Health (UNH) before market open, Morgan Stanley (MS) before market open, United Airlines (UAL) after market close, Discover Financial (DFS) after market close, State Street (STT) before market open, Comerica (CMA) before market openThursday: Travelers (TRV) and American Airlines (AAL) and Northern Trust (NTRS) before market open; Netflix (NFLX) at market closeFriday: Schlumberger (SLB), Ally Financial (ALLY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015479094,"gmtCreate":1649550605591,"gmtModify":1676534527557,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015479094","repostId":"1179777825","repostType":4,"repost":{"id":"1179777825","pubTimestamp":1649469608,"share":"https://ttm.financial/m/news/1179777825?lang=&edition=fundamental","pubTime":"2022-04-09 10:00","market":"us","language":"en","title":"Palantir Vs. Snowflake Stock: Which Is The Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179777825","media":"Seeking Alpha","summary":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks ","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.</li><li>The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.</li><li>Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.</li></ul><p>Elevator Pitch</p><p>Palantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.</p><p>How Are SNOW And PLTR's Stock Performance?</p><p>The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.</p><p><b>Snowflake's And Palantir's 2022 Year-To-Date Share Price Performance</b></p><p><img src=\"https://static.tigerbbs.com/3dfec436e13ecbd10b4390c8ec9c312b\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p>The shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, <i>Seeking Alpha News</i>articlehighlighted that "Snowflake shares fell sharply" on the day alongside "several other cloud-related stocks, as investors continued to shun technology stocks."</p><p>Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.</p><p>SNOW And PLTR Stock Key Metrics</p><p>Both SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.</p><p>Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).</p><p>PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according to<i>S&P Capital IQ</i>.</p><p>However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.</p><p>Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and "annual revenue growth of 30% or greater through 2025."</p><p>However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as per<i>S&P Capital IQ</i>. At the <i>Morgan Stanley</i>(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that "the investments in the product" in 2021 "drove more improvement faster than we actually thought they might," and the company is "giving ourselves a little space there to invest as aggressively as possible."</p><p>Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.</p><p>SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.</p><p>Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that "every performance improvement we do, we may have a revenue hit," but it stressed that "those customers are consuming more" in around half a year's time.</p><p>In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.</p><p>Do Snowflake And Palantir Share The Same Market?</p><p>Snowflake and Palantir do share the same market to a large extent.</p><p>A December 2020research report published by <i>Harris Williams</i> classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the "data" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.</p><p><b>Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software Sector</b></p><p><img src=\"https://static.tigerbbs.com/95d28544977ca9c17ef60304a8f96c55\" tg-width=\"474\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Harris Williams</p><p>In a blog post published on November 11, 2020, Palantir describes itself as a "software company" which builds "digital infrastructure for data-driven operations." This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.</p><p>In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.</p><p>How Do Snowflake And Palantir Differ?</p><p>Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of "data processor." PLTR emphasized that its platforms "allow organizations to better manage" data "by bringing the right data to the people" and enabling "them to take data-driven decisions" and "conduct sophisticated analytic."</p><p>In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.</p><p><b>SNOW's Data Cloud Platform And Partnerships With Other Data Analytics Companies</b></p><p><img src=\"https://static.tigerbbs.com/2ced24e78a2353a0f9f8a45e9fab883b\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Snowflake</p><p>I touch on the two companies' growth prospects in the long run in the next section.</p><p>What Are Snowflake And Palantir's Long-Term Outlooks?</p><p>Both Snowflake and Palantir have long growth runways.</p><p>Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in <i>CDO Trends</i>. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.</p><p>PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.</p><p>According to consensus sell-side financial estimates sourced from<i>S&P Capital IQ</i>, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.</p><p>SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and "have a big impact on Snowflake's path to profitability." This is the most significant downside risk for SNOW.</p><p>On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.</p><p>In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.</p><p>In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.</p><p>Is SNOW Or PLTR Stock A Better Buy?</p><p>PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according to<i>S&P Capital IQ</i>. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.</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>Palantir Vs. Snowflake Stock: Which Is The Better Buy?</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\">\nPalantir Vs. Snowflake Stock: Which Is The Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-09 10:00 GMT+8 <a href=https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4500463-palantir-vs-snowflake-stock-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179777825","content_text":"SummaryPalantir's and Snowflake's shares performed badly in 2022 year-to-date, as technology stocks fell out of favor with investors and both companies' forward-looking guidance disappointed the market.The long-term outlook for both SNOW and PLTR is good, considering the growth in new data creation and the expected revenue increase and profit margin expansion for the two companies.Palantir is the more attractive Buy of the two stocks, taking into account both valuations and key risk factors.Elevator PitchPalantir Technologies Inc. (NYSE:PLTR) is a better buy compared with Snowflake Inc. (SNOW). I prefer PLTR over SNOW because the former has maintained a good balance between revenue growth and profit margins. Palantir is expected to grow its top line by more than +30% every year going forward, while still delivering normalized net profit margins of above +20% in the future. In comparison, Snowflake's top line growth expectations are better, but it is relatively less profitable. More importantly, Palantir is much cheaper than Snowflake based on the forward Enterprise Value-to-Revenue metric.How Are SNOW And PLTR's Stock Performance?The year-to-date stock price performance of SNOW and PLTR have been poor on both an absolute and relative basis.Snowflake's And Palantir's 2022 Year-To-Date Share Price PerformanceSeeking AlphaThe shares of Palantir and Snowflake were down by -29.5% and -37.4%, respectively, so far this year. During the same period, the S&P 500 declined by a relatively modest -5.2%. Both SNOW and PLTR saw their shares fall the most around mid-March 2022. March 11, 2022, Seeking Alpha Newsarticlehighlighted that \"Snowflake shares fell sharply\" on the day alongside \"several other cloud-related stocks, as investors continued to shun technology stocks.\"Apart from weak investor sentiment, which has hurt the share price performance of technology stocks in general, there are also company-specific headwinds relating to Snowflake and Palantir, which I detail in the next section.SNOW And PLTR Stock Key MetricsBoth SNOW's and PLTR's forward-looking guidance disappointed the market. This was a key factor that led to the sell-down in their shares in 2022 year-to-date.Starting with Palantir, the company released the company's Q4 2021 financial results in a media release issued on February 17, 2022, before the market opened. PLTR's shares subsequently fell by -16% to close at $11.77 on the day of the earnings release. Palantir has yet to fully recover from its post-results announcement correction, as its last closing share price of $12.84 as of April 7, 2022, was still -8% below its pre-results stock price of $13.97 (closing price on February 16th).PLTR's top line expanded by +34% YOY to $433 million in the fourth quarter of 2021. This was+4%above what the market had expected. The company's robust revenue growth was driven by a +71% YOY increase in the number of customers, from 139 as of December 31, 2020, to 237 as of year-end 2021, as per its recent quarterly results presentation. Palantir grew its client base much faster than what Wall Street was expecting; the sell-side's consensus 2021 year-end estimate was 219 clients, according toS&P Capital IQ.However, Palantir's non-GAAP adjusted earnings per share contracted from $0.03 in Q4 2020 to $0.02 in Q4 2021. More significantly, PLTR's fourth quarter bottom line was approximately-44%below the market consensus EPS forecast. Palantir's total adjusted costs (excluding stock-based compensation) rose by +42% YOY to $309 million in the most recent quarter. This was largely attributable to a substantial jump in commercial sales headcount, from 12 as of end-2020 to 80 as of December 31, 2021, as indicated in PLTR's Q4 2021 results presentation.Looking forward, PLTR's revenue guidance was encouraging. As per its Q4 2021 earnings press release, Palantir guided for Q1 2022 revenue of $443 million (implying +30% YOY top line expansion) and \"annual revenue growth of 30% or greater through 2025.\"However, Palantir's near-term profitability guidance didn't meet market expectations. The company expects to achieve a non-GAAP adjusted operating profit margin of 23% in the first quarter of this year, which is much lower than Wall Street's consensus Q1 2022 operating margin estimate of 28%, as perS&P Capital IQ. At the Morgan Stanley(MS)Technology, Media & Telecom Conference on March 9, 2022, PLTR explained that \"the investments in the product\" in 2021 \"drove more improvement faster than we actually thought they might,\" and the company is \"giving ourselves a little space there to invest as aggressively as possible.\"Moving on to Snowflake, its Q4 2021 revenue of $360 million beat the sell-side consensus by+3%, and this represented a +102% YOY growth. But SNOW's shares still dropped by -15%, from a $264.69 close on March 2, 2022, to $224.02 on March 3, 2022 (post-earnings release). In the next one month or so, Snowflake's stock price declined further, closing at $213.88 as of April 7, 2022.SNOW's shares performed poorly because investors were unsatisfied with the company's fiscal 2023 (YE January 31) revenue growth guidance. Based on the midpoint of Snowflake's management, the company expected its revenue to increase by +66% in FY 2023. This implied a substantial slowdown in SNOW's top line expansion, as the company's sales grew by +106% in fiscal 2022.Snowflake attributed the weaker-than-expected revenue growth guidance for FY 2023 to platform performance improvements, which will provide more value to its clients. SNOW acknowledged at the Morgan Stanley Technology, Media & Telecom Conference on March 8, 2022, that \"every performance improvement we do, we may have a revenue hit,\" but it stressed that \"those customers are consuming more\" in around half a year's time.In the subsequent two sections of the article, I will touch on the similarities and the differences between Palantir and Snowflake.Do Snowflake And Palantir Share The Same Market?Snowflake and Palantir do share the same market to a large extent.A December 2020research report published by Harris Williams classified both PLTR and SNOW as infrastructure software companies. More specifically, the investment bank placed these two companies in the \"data\" sub-segment of the infrastructure software sector alongside other listed companies like Splunk (SPLK) and Alteryx (AYX), among others.Harris Williams'Definition Of The Data Sub-Segment Of The Infrastructure Software SectorHarris WilliamsIn a blog post published on November 11, 2020, Palantir describes itself as a \"software company\" which builds \"digital infrastructure for data-driven operations.\" This provides support for Harris Williams' categorization of PLTR as an infrastructure company that belongs in the data sub-category.In summary, both companies operate in the infrastructure software market. This is also where the similarities between PLTR and SNOW end, as I highlight in the next section.How Do Snowflake And Palantir Differ?Referring to PLTR's November 2020 blog post (which I referred to in the preceding section) again, Palantir mentioned that it plays the role of \"data processor.\" PLTR emphasized that its platforms \"allow organizations to better manage\" data \"by bringing the right data to the people\" and enabling \"them to take data-driven decisions\" and \"conduct sophisticated analytic.\"In contrast, Snowflake's cloud data platform, known as Data Cloud, is mainly focused on data warehousing and data sharing; and it partners with other companies to offer solutions such as data analytics to its clients, as per the chart below.SNOW's Data Cloud Platform And Partnerships With Other Data Analytics CompaniesSnowflakeI touch on the two companies' growth prospects in the long run in the next section.What Are Snowflake And Palantir's Long-Term Outlooks?Both Snowflake and Palantir have long growth runways.Interactive Data Trends (IDC) has forecast that new data created will expand at a CAGR of +23%, from 64.1ZB in 2020 to 175ZB in 2025, according to January 31, 2022, article published in CDO Trends. As more data gets created, it is natural that this will boost demand for data warehousing, sharing, processing, and analytics going forward. This will be positive for both PLTR and SNOW.PLTR and SNOW are expected to deliver robust top-line growth and profit margin expansion over the next few years. Snowflake will grow its revenue at a faster pace compared with Palantir, but the former's profitability will still be inferior to that of the latter.According to consensus sell-side financial estimates sourced fromS&P Capital IQ, Snowflake's sales are forecasted to increase by a forward four-year CAGR of +57.0%. Over the same period, Palantir's top line is predicted to grow by a slower CAGR of +34.5%, which is still pretty decent. In terms of profitability, Wall Street expects PLTR's normalized net profit margin to widen from 20.0% in 2021 to 26.8% by 2025. In comparison, SNOW's normalized net profit margin is forecasted to improve from 0.3% in fiscal 2022 (YE January 31 or approximating calendar year 2021) to 9.1% in FY 2026.SNOW is a pioneer and leading player in the cloud data warehousing space, which explains its strong revenue growth. But Snowflake's profit margins are low on an absolute basis and inferior to that of PLTR as well. A key factor contributing to Snowflake's modest profitability is the company's dependence on third-party vendors such as Microsoft's (MSFT) Azure and Amazon's (AMZN) AWS. In my July 20, 2021,article for SNOW, I noted that the company's key suppliers of public cloud services are also the company's competitors and \"have a big impact on Snowflake's path to profitability.\" This is the most significant downside risk for SNOW.On the other hand, a key concern for Palantir has been its reliance on government organizations. This implies that the company's revenue can be negatively impacted when the government's budget shrinks. But there have been encouraging signs with respect to client (commercial customers versus government clients) diversification in recent quarters. PTLR's commercial segment has been rapidly growing in recent quarters, as its commercial revenue growth went from +28% YOY and +37% YOY in Q2 2021 and Q3 2021, respectively, to +47% YOY in Q4 2021.In comparison, Palantir's government revenue increased by a slower +26% YOY in the fourth quarter of last year. Also, as I mentioned in an earlier section of my article, Palantir has invested significantly in commercial sales headcount so as to further support the growth of the commercial segment.In a nutshell, both companies' long-term outlooks are decent. But PLTR has struck a better balance between top-line growth and profitability compared with SNOW, as evidenced by the consensus financial forecasts.Is SNOW Or PLTR Stock A Better Buy?PLTR stock is a better buy. Palantir boasts superior profit margins, and Snowflake is growing its top line at a much faster pace. But the gap in valuations between the two is huge; PLTR and SNOW are valued by the market at consensus forward next twelve months' Enterprise Value-to-Revenue multiples of 11.9 times and 30.7 times, respectively, according toS&P Capital IQ. Taking into account the difference in the two companies' valuations and future financial forecasts, I view Palantir as the more appealing investment candidate of the two.","news_type":1},"isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9012485751,"gmtCreate":1649374605723,"gmtModify":1676534499862,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9012485751","repostId":"1192998917","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010690379,"gmtCreate":1648348980885,"gmtModify":1676534329972,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010690379","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://ttm.financial/m/news/2221071429?lang=&edition=fundamental","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.</p><p>That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT "political or personal ethics based investing"</li><li>it's total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics" - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness." - S&P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren't aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters'/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters'/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)</i></p><p>GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn't the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King's overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That's because we don't miss anything important about a company's fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here's GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world's highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world's best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet's Balance Sheet: AA+ Rated By S&P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG's is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG's is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG's is -2.48</li></ul><h4>Meta's Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only "debt" Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.</p><ul><li>because it's literally not possible for FB to default on debt it doesn't have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies' balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let's consider profitability, Wall Street's favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB's free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let's consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation & Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.</p><h2>Short & Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity." - Roman philosopher Seneca the younger</blockquote></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>Alphabet Vs. Meta: One Is The Much Better Buy</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 Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8 <a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4077":"互动媒体与服务","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","BK4507":"流媒体概念","BK4566":"资本集团","BK4573":"虚拟现实","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034678093,"gmtCreate":1647901387022,"gmtModify":1676534275967,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034678093","repostId":"1163374302","repostType":4,"repost":{"id":"1163374302","pubTimestamp":1647876673,"share":"https://ttm.financial/m/news/1163374302?lang=&edition=fundamental","pubTime":"2022-03-21 23:31","market":"us","language":"en","title":"Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1163374302","media":"Motley Fool","summary":"It can be a scary time for growth stock investors right now. Some of the most popular (and most prom","content":"<html><head></head><body><p>It can be a scary time for growth stock investors right now. Some of the most popular (and most promising) growth stocks seem to rise and fall by 5% or more every day, and many are 40%, 50%, or more off their highs.</p><p>To be sure,<i>some</i> of the beaten-down growth stocks are lower for a reason. But with others, the recent downturn can be a great opportunity to search for long-term bargains. With that in mind, here are two stocks that look especially appealing at the current prices.</p><p>An e-commerce leader with massive potential</p><p>Since reaching a share price of more than $300 in November, handmade and unique item marketplace <b>Etsy</b> has seen its share price cut in half, despite posting strong results throughout its business.</p><p>Over the past couple of years, the number of active buyers and sellers on Etsy's platform have both more than doubled, and the number of frequent buyers has more than tripled. And while some of the growth was certainly helped by the COVID-19 pandemic, the numbers continue to trend in the right direction. For example, Etsy's fourth-quarter merchandise volume was an all-time record for the company, and the average active buyer spent 16% more than in the fourth quarter of 2020.</p><p>Etsy has done a great job of adding value to its namesake platform with things like advanced advertising options and free shipping availability. It has also made several strategic acquisitions that should broaden its user base even further and grow its addressable market opportunity.</p><p>And finally, speaking of Etsy's addressable market, the company has an estimated $466 billion total addressable market opportunity from online retail sales in its seven core markets around the world, and it has captured less than 3% of that so far.</p><p>A profitable social media company with many ways to grow</p><p>With shares more than 70% below their 52-week high, <b>Pinterest</b> is looking like an absolute steal right now.</p><p>To be sure, there are some valid reasons for Pinterest's pullback. Specifically, user growth (or lack thereof) is a legitimate concern right now. In the fourth quarter of 2021, Pinterest's active user base actually declined by 6% year over year. In simple terms, with fewer COVID-19 restrictions, people have less time to browse ideas online than they did a year ago.</p><p>However, the slump in user growth should be temporary, and the company is doing a <i>fantastic</i> job of monetizing its user base. Pinterest's average revenue per user grew by 23% over the past year, and in the international user base (where 80% of users are), the increase was a staggering 62%. Pinterest's revenue per user is still a small fraction of other leading social media platforms, and there's still a <i>big</i> gap between international and domestic monetization, so the company could multiply its revenue several times over even without user growth.</p><p>Be prepared for a wild ride, at least for now</p><p>It's important to emphasize that I have absolutely no idea what these stocks will do over the next couple of months, or even for the rest of the year. There are simply too many variables, such as inflation, interest rates, and the Ukraine situation, that could put pressure on these and other stocks in the near term. But I'm confident that these are two great businesses that could generate strong returns for investors who measure their returns in five-year periods or more, so if you invest, do so with that in mind.</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>Have $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now</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\">\nHave $500? 2 Absurdly Cheap Stocks Long-Term Investors Should Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 23:31 GMT+8 <a href=https://www.fool.com/investing/2022/03/20/have-500-2-absurdly-cheap-stocks-long-term-investo/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can be a scary time for growth stock investors right now. Some of the most popular (and most promising) growth stocks seem to rise and fall by 5% or more every day, and many are 40%, 50%, or more ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/20/have-500-2-absurdly-cheap-stocks-long-term-investo/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","PINS":"Pinterest, Inc."},"source_url":"https://www.fool.com/investing/2022/03/20/have-500-2-absurdly-cheap-stocks-long-term-investo/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163374302","content_text":"It can be a scary time for growth stock investors right now. Some of the most popular (and most promising) growth stocks seem to rise and fall by 5% or more every day, and many are 40%, 50%, or more off their highs.To be sure,some of the beaten-down growth stocks are lower for a reason. But with others, the recent downturn can be a great opportunity to search for long-term bargains. With that in mind, here are two stocks that look especially appealing at the current prices.An e-commerce leader with massive potentialSince reaching a share price of more than $300 in November, handmade and unique item marketplace Etsy has seen its share price cut in half, despite posting strong results throughout its business.Over the past couple of years, the number of active buyers and sellers on Etsy's platform have both more than doubled, and the number of frequent buyers has more than tripled. And while some of the growth was certainly helped by the COVID-19 pandemic, the numbers continue to trend in the right direction. For example, Etsy's fourth-quarter merchandise volume was an all-time record for the company, and the average active buyer spent 16% more than in the fourth quarter of 2020.Etsy has done a great job of adding value to its namesake platform with things like advanced advertising options and free shipping availability. It has also made several strategic acquisitions that should broaden its user base even further and grow its addressable market opportunity.And finally, speaking of Etsy's addressable market, the company has an estimated $466 billion total addressable market opportunity from online retail sales in its seven core markets around the world, and it has captured less than 3% of that so far.A profitable social media company with many ways to growWith shares more than 70% below their 52-week high, Pinterest is looking like an absolute steal right now.To be sure, there are some valid reasons for Pinterest's pullback. Specifically, user growth (or lack thereof) is a legitimate concern right now. In the fourth quarter of 2021, Pinterest's active user base actually declined by 6% year over year. In simple terms, with fewer COVID-19 restrictions, people have less time to browse ideas online than they did a year ago.However, the slump in user growth should be temporary, and the company is doing a fantastic job of monetizing its user base. Pinterest's average revenue per user grew by 23% over the past year, and in the international user base (where 80% of users are), the increase was a staggering 62%. Pinterest's revenue per user is still a small fraction of other leading social media platforms, and there's still a big gap between international and domestic monetization, so the company could multiply its revenue several times over even without user growth.Be prepared for a wild ride, at least for nowIt's important to emphasize that I have absolutely no idea what these stocks will do over the next couple of months, or even for the rest of the year. There are simply too many variables, such as inflation, interest rates, and the Ukraine situation, that could put pressure on these and other stocks in the near term. But I'm confident that these are two great businesses that could generate strong returns for investors who measure their returns in five-year periods or more, so if you invest, do so with that in mind.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034374501,"gmtCreate":1647820933256,"gmtModify":1676534267931,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034374501","repostId":"1173921394","repostType":4,"repost":{"id":"1173921394","pubTimestamp":1647819269,"share":"https://ttm.financial/m/news/1173921394?lang=&edition=fundamental","pubTime":"2022-03-21 07:34","market":"us","language":"en","title":"U.S. Stocks Poised to Open Slightly Higher on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=1173921394","media":"Barron's","summary":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures we","content":"<html><head></head><body><p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures were flat.</p><p>West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.</p><p>Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.</p><p>In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.</p><p>This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.</p><p>This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.</p><h2>Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This Week</h2><p>Earnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.</p><p>Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.</p><p>The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.</p><p>Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.</p><h2>Monday 3/21</h2><p>Nike reports third-quarter fiscal-2022 results.</p><p>The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.</p><h2>Tuesday 3/22</h2><p>Adobe announces first-quarter fiscal-2022 earnings.</p><p>NetApp and Nvidia hold their 2022 investor days.</p><h2>Wednesday 3/23</h2><p>Cintas and General Mills report quarterly results.</p><p>Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&P 500 index.</p><p>The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.</p><h2>Thursday 3/24</h2><p>President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.</p><p>Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.</p><p>Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.</p><p>The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.</p><p>The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.</p><h2>Friday 3/25</h2><p>The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.</p></body></html>","source":"lsy1610680873436","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>U.S. Stocks Poised to Open Slightly Higher on Monday</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\">\nU.S. Stocks Poised to Open Slightly Higher on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-21 07:34 GMT+8 <a href=https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures ...</p>\n\n<a href=\"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","MRNA":"Moderna, Inc.","NKE":"耐克","ADBE":"Adobe"},"source_url":"https://www.barrons.com/articles/u-s-stocks-poised-to-open-slightly-higher-on-monday-51647816432?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173921394","content_text":"U.S. stocks are set to open Monday slightly up. On Sunday night, Dow Jones Industrial Average futures gained 18 points, or 0.05%, while the S&P 500 futures gained 0.09% and Nasdaq Composite futures were flat.West Texas Intermediate, the U.S. crude oil benchmark, rose 0.5%, to around $105.25 a barrel.Diplomacy is in focus this week as President Joe Biden heads to Brussels for a two-day meeting with allies from the North Atlantic Treaty Organization and European nations. They will talk about the West’s response to Russia’s invasion of Ukraine.In addition, this week, the Senate Judiciary Committee will start its hearings on the nomination of Judge Ketanji Brown Jackson to the Supreme Court.This week’s earnings include: Nike on Monday; Adobe on Tuesday; Cintas, General Mills, KB Home on Wednesday; and Darden Restaurants, FactSet Research Systems, and NIO on Thursday.This week’s notable economic events include: On Wednesday, the Census Bureau releases new-home sales data for February. On Thursday, the Census Bureau will release February’s durable goods report—often seen as a proxy for business investment, and the Department of Labor reports initial jobless claims for the week ended March 19. On Friday, the National Association of Realtors will release the Pending Home Sales Index for February.Nvidia, Moderna, Nike, Adobe, and Other Stocks for Investors to Watch This WeekEarnings highlights this week include Nike on Monday, Adobe on Tuesday, General Mills on Wednesday, and Darden Restaurants on Thursday. Nvidia will hold an investor day on Tuesday and Moderna will host an event Thursday to discuss its vaccine pipeline.Economic data out this week will include the Census Bureau’s new-home sales data for February on Wednesday, followed by the National Association of Realtors’ Pending Home Sales Index for February on Friday.The Census Bureau will also release the durable goods report for February on Thursday—often seen as a proxy for business investment. Total new orders are expected to decline 0.5% from January, but when excluding transportation, they are seen rising 0.5%.Geopolitics will also be in focus this week. U.S. President Joe Biden will travel to Brussels for a two-day meeting with NATO and EU leaders. The focus will be Western allies’ response to Russia’s invasion of Ukraine.Monday 3/21Nike reports third-quarter fiscal-2022 results.The Federal Reserve Bank of Chicago releases its National Activity Index for February. Economists forecast a 0.55 reading, slightly lower than the January data. The index has had four consecutive positive monthly readings, which is associated with the economy growing faster than historical trends.Tuesday 3/22Adobe announces first-quarter fiscal-2022 earnings.NetApp and Nvidia hold their 2022 investor days.Wednesday 3/23Cintas and General Mills report quarterly results.Occidental Petroleum holds an investor meeting to discuss its low-carbon strategy. Shares of the upstream oil-and-gas company are up 94% this year, making it the best performer in the S&P 500 index.The Census Bureau reports new-home sales data for February. Consensus estimate is for a seasonally adjusted annual rate of 810,000 new single-family houses sold, roughly even with the January figure. The average selling price for a new home was a record $496,900 in January, while the median price was $422,300.Thursday 3/24President Biden meets with NATO and EU leaders to discuss Russia’s invasion of Ukraine. The two-day summit will be held at NATO headquarters in Brussels.Darden Restaurants, FactSet Research Systems, and NIO hold conference calls to discuss quarterly results.Moderna hosts its third annual Vaccines Day virtually. The mRNA-therapeutics pioneer will discuss the progress of its vaccines pipeline.The Census Bureau releases the durable goods report for February. New orders for manufactured durable goods are expected to decline 0.5% month over month to $277 billion. Excluding transportation, orders for durable goods are seen rising 0.5%, after increasing 0.7% in January.The Department of Labor reports initial jobless claims for the week ending on March 19. Claims have averaged 223,000 for the past four weeks and have normalized to roughly prepandemic levels. Continuing claims—the number of people receiving benefits under regular state unemployment-insurance programs—totaled 1.42 million as of March 5. That is the lowest figure in more than five decades, underscoring the tight labor market as job openings continue to outpace job seekers.Friday 3/25The National Association of Realtors reports its Pending Home Sales Index for February. Economists forecast a 1% increase in pending home sales, after a 5.7% drop in January.","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035153331,"gmtCreate":1647556588890,"gmtModify":1676534242628,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035153331","repostId":"1145367741","repostType":4,"repost":{"id":"1145367741","pubTimestamp":1647522542,"share":"https://ttm.financial/m/news/1145367741?lang=&edition=fundamental","pubTime":"2022-03-17 21:09","market":"us","language":"en","title":"Apple Stock: Look Up Above, Is $3 Trillion Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=1145367741","media":"TheStreet","summary":"The Apple Maven explores these two topics below.What sent AAPL soaringThe year has been tough for AAPL and the market at large. Apple stock nearly entered bear market earlier this week, after having dipped 17%-plus from the all-time high of January.But there have been signs lately that investors might be ready to start buying this dip.It is hard to tell exactly why this vicious recovery began to take shape. On March 15, Apple’s nearly $5-per-share spike looked a lot like a volatility-driven reb","content":"<html><head></head><body><p>Apple stock has been having a tough 2022, but shares bounced strongly in the past couple of days. Here is what happened, and what investors could expect to see next.</p><p>What a recovery it has been. From the 2022 lows of around $150 reached on March 14, Apple stock skyrocketed by over 6% in only two days to close the March 16 session priced at almost $160 a piece.</p><p>Why did shares of the Cupertino company spike so suddenly? And could this be a sign that the $3 trillion market cap could be reached again soon?</p><p>The Apple Maven explores these two topics below.</p><p><b>What sent AAPL soaring</b></p><p>The year has been tough for AAPL and the market at large. Apple stock nearly entered bear market earlier this week, after having dipped 17%-plus from the all-time high of January.</p><p>But there have been signs lately that investors might be ready to start buying this dip.</p><p>It is hard to tell exactly why this vicious (but still very incipient) recovery began to take shape. On March 15, Apple’s nearly $5-per-share spike looked a lot like a volatility-driven rebound from the previous few days’ sharp declines.</p><p>But on Wednesday, another similar jump could be better explained by one key event: the Federal Reserve’sfirst move to raise short-term interest rates in years. The 25-basis point increase has been widely anticipated, and is nearly guaranteed to be only the first of many.</p><p>While this was clearly the catalyst that sent AAPL to nearly $160, at the same time it is tough to explain why the monetary policy announcement created $75 billion in market cap for Apple investors in a day. Shouldn’t higher interest rates be a negative for tech and growth stocks?</p><p>I believe that economic and business fundamentals have nothing to do with this. Instead, the Tuesday and Wednesday price movements seem to be a classic case of “relief rally”.</p><p>Investors had been dreading monetary policy tightening for months. Now that it is finally here, it may be time for everyone to just move on.</p><p><b>Is $3 trillion next?</b></p><p>I believe it is still way too early to project Apple $3 trillion once again — that is, a 12.5% gain that leads the share price to roughly $180. For now, AAPL’s recent $10 recovery could be a dead cat bounce in disguise, as mini-rallies are a feature of soft market conditions.</p><p>From the point of view of a long-term investor, however, I would still be interested in accumulating AAPL shares at less than $160.As I explained recently, Apple stock returns have historically been better after shares sink at least 10% to 15% from the peak.</p><p>I have little doubt that, eventually (timing here is a big question mark), AAPL will reclaim $180 per share and $3 trillion in market cap. I would rather ride the upside from current levels than wait until shares have climbed much higher to, only then, join the party.</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 Stock: Look Up Above, Is $3 Trillion Next?</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 Stock: Look Up Above, Is $3 Trillion Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 21:09 GMT+8 <a href=https://www.thestreet.com/apple/stock/apple-stock-premarket-look-up-above-is-3-trillion-next><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock has been having a tough 2022, but shares bounced strongly in the past couple of days. Here is what happened, and what investors could expect to see next.What a recovery it has been. From ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-premarket-look-up-above-is-3-trillion-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-premarket-look-up-above-is-3-trillion-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145367741","content_text":"Apple stock has been having a tough 2022, but shares bounced strongly in the past couple of days. Here is what happened, and what investors could expect to see next.What a recovery it has been. From the 2022 lows of around $150 reached on March 14, Apple stock skyrocketed by over 6% in only two days to close the March 16 session priced at almost $160 a piece.Why did shares of the Cupertino company spike so suddenly? And could this be a sign that the $3 trillion market cap could be reached again soon?The Apple Maven explores these two topics below.What sent AAPL soaringThe year has been tough for AAPL and the market at large. Apple stock nearly entered bear market earlier this week, after having dipped 17%-plus from the all-time high of January.But there have been signs lately that investors might be ready to start buying this dip.It is hard to tell exactly why this vicious (but still very incipient) recovery began to take shape. On March 15, Apple’s nearly $5-per-share spike looked a lot like a volatility-driven rebound from the previous few days’ sharp declines.But on Wednesday, another similar jump could be better explained by one key event: the Federal Reserve’sfirst move to raise short-term interest rates in years. The 25-basis point increase has been widely anticipated, and is nearly guaranteed to be only the first of many.While this was clearly the catalyst that sent AAPL to nearly $160, at the same time it is tough to explain why the monetary policy announcement created $75 billion in market cap for Apple investors in a day. Shouldn’t higher interest rates be a negative for tech and growth stocks?I believe that economic and business fundamentals have nothing to do with this. Instead, the Tuesday and Wednesday price movements seem to be a classic case of “relief rally”.Investors had been dreading monetary policy tightening for months. Now that it is finally here, it may be time for everyone to just move on.Is $3 trillion next?I believe it is still way too early to project Apple $3 trillion once again — that is, a 12.5% gain that leads the share price to roughly $180. For now, AAPL’s recent $10 recovery could be a dead cat bounce in disguise, as mini-rallies are a feature of soft market conditions.From the point of view of a long-term investor, however, I would still be interested in accumulating AAPL shares at less than $160.As I explained recently, Apple stock returns have historically been better after shares sink at least 10% to 15% from the peak.I have little doubt that, eventually (timing here is a big question mark), AAPL will reclaim $180 per share and $3 trillion in market cap. I would rather ride the upside from current levels than wait until shares have climbed much higher to, only then, join the party.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038272422,"gmtCreate":1646864580978,"gmtModify":1676534169952,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038272422","repostId":"1157057946","repostType":4,"repost":{"id":"1157057946","pubTimestamp":1646837534,"share":"https://ttm.financial/m/news/1157057946?lang=&edition=fundamental","pubTime":"2022-03-09 22:52","market":"us","language":"en","title":"Tesla May Be Reaching Critical Point","url":"https://stock-news.laohu8.com/highlight/detail?id=1157057946","media":"seekingalpha","summary":"SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade U","content":"<html><head></head><body><h2>Summary</h2><ul><li>Berlin, Austin factories likely to start contributing in Q2.</li><li>Materials inflation will impact the EV demand picture.</li><li>Elon Musk and Tesla face numerous legal issues.</li></ul><p>With Russia deciding to invade Ukraine recently, electric vehicle maker Tesla (TSLA) has received a lot of attention. With the prices of oil and gasoline soaring, consumers and global governments are looking toward a future of renewable energy and less ICE vehicles. While the overall craziness around Tesla from years back seemed to have settled down, the future of the company could actually be reaching a critical point rather soon.</p><p>Part of the bull case for last year was the opening of two new factories that would help with the company's next leg of growth. As we've seen with a number of past Tesla items, delays ensued, but things are finally progressing. The first deliveries from these factories should start in the coming months, although they aren't likely to make any meaningful contributions until much later this year. In terms of pure volume growth, the Berlin and Austin facilities are more important items for next year's delivery surge.</p><p>Now that these factories are starting to produce vehicles, I'm curious to see how street analysts react. As I've detailed in previous articles, the street has been extremely conservative with regard to Tesla in recent quarters. As the table below shows, one analyst even sees Q4 revenues this year coming in below last year's Q4 total sales figure. Most Tesla bulls see at least an extra 125,000 deliveries in this year's Q4, so how is it possible that the company report lower revenue? These extremely low estimates continue to drag overall averages down, which helps Tesla report delivery, revenue, and earnings beats that don't truly reflect the reality here.</p><p><img src=\"https://static.tigerbbs.com/6a3c38eb92e463dd471485692153ab34\" tg-width=\"640\" tg-height=\"111\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Revenue Estimates(Seeking Alpha Estimates Page)</p><p>As for the current quarter, total revenues are expected to be down a little sequentially, implying flat to slightly higher deliveries. That implies around 310,000 deliveries for Q1, a bit below my current expectation for 324,000. We got decent numbers out of China for January, and we're expected to get February numbers rather soon. Perhaps good data on that front will get the street average up a bit to a more realistic expectation.</p><p>With gasoline prices soaring in recent weeks, the spotlight on electric vehicles has certainly increased. However, Tesla also faces a hit from the Russia situation as the country is a key nickel producer, and other commodity prices have also soared. Cobalt, copper, and lithium carbonate prices are on the rise as well, which could dent Tesla's margins in the coming quarters unless the company raises prices again. The consumers being hurt the most by rising energy prices can't just go out and buy EVs that start at $60,000, which will impact the ongoing shift to electric vehicles.</p><p>Since Tesla unveiled the Cybertruck, for instance, prices of copper have nearly doubled, while cobalt, nickel, and lithium prices have more than doubled. That's going to make it hard for Tesla to achieve that sub $40,000 price point, unless it wants to lose a bit of money. For those arguing about massive battery savings coming up, just remember that the Model 3 starts at nearly $45,000 currently, and that's a much smaller vehicle and one that has been in mass production for years. Tesla is currently estimated to have well over a million reservations for the Cybertruck, so it will be interesting to see how many orders are canceled if prices jump 10%, 25%, or more once the vehicle actually comes to market.</p><p>Perhaps the biggest risk for Tesla currently doesn't actually involve everyday operations, as there are a number of ongoing high profile lawsuits involving the company and or Elon Musk. As the company's10-K filing details, a decision on the lawsuit against the SolarCity acquisition is due in the coming months. A trial related to the 2018 CEO award is scheduled for April, while another case involving the $420 going private transaction is scheduled for trial in May. At the same time, the SECis reportedly looking into Elon and Kimbal Musk for alleged insider trading charges. These legal actions could have widespread ramifications for Tesla, its executives, and board members, but to what degree is uncertain at this point.</p><p>As for Tesla shares, they remain in a very interesting place currently. Despite all the positive potential news for EV and solar lately, the stock has been hit with the overall market. Monday's close below $805 puts the stock well below the average street price target of $958. As the chart below shows, shares have recently lost the 200-day moving average (orange line). Without a rebound in the near term, that sets up the possibility of the dreaded death cross over the next few months, as the 50-day moving average (purple line) could cross below its longer term counterpart.</p><p><img src=\"https://static.tigerbbs.com/b83ea0334f84eaaad7b891873d79b292\" tg-width=\"640\" tg-height=\"267\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Chart With Moving Averages(Yahoo Finance)</p><p>In the end, Tesla may be approaching a key point in its history over the next couple of months. The Berlin and Austin factories are set to start contributing to the growth story, coming at a time where consumers are feeling the pain of higher gas prices thanks to the Russian war in Ukraine. Unfortunately for the company, the shift to EVs may face a stiff headwind if commodity prices continue to soar and make these vehicles much more expensive. While many eyes remain on the business itself, I will really be watching the courtroom as Tesla and Elon Musk face a number of major lawsuits. Investors are hoping the growth story can push this stock to new highs moving forward, but the overall market weakness is limiting upside currently.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla May Be Reaching Critical Point</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla May Be Reaching Critical Point\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 22:52 GMT+8 <a href=https://seekingalpha.com/article/4493826-tesla-may-be-reaching-critical-point><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade ...</p>\n\n<a href=\"https://seekingalpha.com/article/4493826-tesla-may-be-reaching-critical-point\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4493826-tesla-may-be-reaching-critical-point","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157057946","content_text":"SummaryBerlin, Austin factories likely to start contributing in Q2.Materials inflation will impact the EV demand picture.Elon Musk and Tesla face numerous legal issues.With Russia deciding to invade Ukraine recently, electric vehicle maker Tesla (TSLA) has received a lot of attention. With the prices of oil and gasoline soaring, consumers and global governments are looking toward a future of renewable energy and less ICE vehicles. While the overall craziness around Tesla from years back seemed to have settled down, the future of the company could actually be reaching a critical point rather soon.Part of the bull case for last year was the opening of two new factories that would help with the company's next leg of growth. As we've seen with a number of past Tesla items, delays ensued, but things are finally progressing. The first deliveries from these factories should start in the coming months, although they aren't likely to make any meaningful contributions until much later this year. In terms of pure volume growth, the Berlin and Austin facilities are more important items for next year's delivery surge.Now that these factories are starting to produce vehicles, I'm curious to see how street analysts react. As I've detailed in previous articles, the street has been extremely conservative with regard to Tesla in recent quarters. As the table below shows, one analyst even sees Q4 revenues this year coming in below last year's Q4 total sales figure. Most Tesla bulls see at least an extra 125,000 deliveries in this year's Q4, so how is it possible that the company report lower revenue? These extremely low estimates continue to drag overall averages down, which helps Tesla report delivery, revenue, and earnings beats that don't truly reflect the reality here.Tesla Revenue Estimates(Seeking Alpha Estimates Page)As for the current quarter, total revenues are expected to be down a little sequentially, implying flat to slightly higher deliveries. That implies around 310,000 deliveries for Q1, a bit below my current expectation for 324,000. We got decent numbers out of China for January, and we're expected to get February numbers rather soon. Perhaps good data on that front will get the street average up a bit to a more realistic expectation.With gasoline prices soaring in recent weeks, the spotlight on electric vehicles has certainly increased. However, Tesla also faces a hit from the Russia situation as the country is a key nickel producer, and other commodity prices have also soared. Cobalt, copper, and lithium carbonate prices are on the rise as well, which could dent Tesla's margins in the coming quarters unless the company raises prices again. The consumers being hurt the most by rising energy prices can't just go out and buy EVs that start at $60,000, which will impact the ongoing shift to electric vehicles.Since Tesla unveiled the Cybertruck, for instance, prices of copper have nearly doubled, while cobalt, nickel, and lithium prices have more than doubled. That's going to make it hard for Tesla to achieve that sub $40,000 price point, unless it wants to lose a bit of money. For those arguing about massive battery savings coming up, just remember that the Model 3 starts at nearly $45,000 currently, and that's a much smaller vehicle and one that has been in mass production for years. Tesla is currently estimated to have well over a million reservations for the Cybertruck, so it will be interesting to see how many orders are canceled if prices jump 10%, 25%, or more once the vehicle actually comes to market.Perhaps the biggest risk for Tesla currently doesn't actually involve everyday operations, as there are a number of ongoing high profile lawsuits involving the company and or Elon Musk. As the company's10-K filing details, a decision on the lawsuit against the SolarCity acquisition is due in the coming months. A trial related to the 2018 CEO award is scheduled for April, while another case involving the $420 going private transaction is scheduled for trial in May. At the same time, the SECis reportedly looking into Elon and Kimbal Musk for alleged insider trading charges. These legal actions could have widespread ramifications for Tesla, its executives, and board members, but to what degree is uncertain at this point.As for Tesla shares, they remain in a very interesting place currently. Despite all the positive potential news for EV and solar lately, the stock has been hit with the overall market. Monday's close below $805 puts the stock well below the average street price target of $958. As the chart below shows, shares have recently lost the 200-day moving average (orange line). Without a rebound in the near term, that sets up the possibility of the dreaded death cross over the next few months, as the 50-day moving average (purple line) could cross below its longer term counterpart.Tesla Chart With Moving Averages(Yahoo Finance)In the end, Tesla may be approaching a key point in its history over the next couple of months. The Berlin and Austin factories are set to start contributing to the growth story, coming at a time where consumers are feeling the pain of higher gas prices thanks to the Russian war in Ukraine. Unfortunately for the company, the shift to EVs may face a stiff headwind if commodity prices continue to soar and make these vehicles much more expensive. While many eyes remain on the business itself, I will really be watching the courtroom as Tesla and Elon Musk face a number of major lawsuits. Investors are hoping the growth story can push this stock to new highs moving forward, but the overall market weakness is limiting upside currently.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094692930,"gmtCreate":1645136935463,"gmtModify":1676534000243,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094692930","repostId":"2212616952","repostType":4,"repost":{"id":"2212616952","pubTimestamp":1645111800,"share":"https://ttm.financial/m/news/2212616952?lang=&edition=fundamental","pubTime":"2022-02-17 23:30","market":"us","language":"en","title":"2 Top Bargain Stocks Ready for a Bull Run","url":"https://stock-news.laohu8.com/highlight/detail?id=2212616952","media":"Motley Fool","summary":"The market has failed to appreciate the growth in these two tech giants.","content":"<html><head></head><body><p>Shareholders in tech growth stocks have experienced a brutal sell-off in recent months. Even ETFs have felt the effects, as Cathie Wood's <b>Ark Innovation</b> <b>ETF</b> has lost more than half of its value over the last year.</p><p>Amidst all the sell-off carnage, there are some tech companies that have become bargains despite their modest price declines, and they hold considerable potential to move higher. Investors looking for such tech stocks should consider two stalwarts: <b>Alphabet </b>(NASDAQ:GOOGL) (NASDAQ:GOOG) and <b>Qualcomm </b>(NASDAQ:QCOM). Let's find out a bit more about these top bargain stocks ready for a bull run.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/661862bb7222c947ada53b453523c4a3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>1. Alphabet</h2><p>Google parent Alphabet may seem like a counterintuitive pick in some respects. Its market cap of nearly $1.8 trillion makes high-percentage growth more difficult. Though its stock price has surged 28% higher over the last year, its 10.8% decline from its November high has only given traders a comparatively modest discount.</p><p>Alphabet announced a 20-for-1 stock split effective on July 15. This would mean a share price around $135 per share at current prices, making it more attractive for potential inclusion in the price-weighted <b>Dow Jones Industrial Average</b>.</p><p>Also, a massive market cap has not seemed to stop this company's growth. The $258 billion it reported in revenue in 2021 was up 41% year over year. This included a 45% increase in revenue for Google Cloud, which now lags only <b>Amazon</b> Web Services and <b>Microsoft</b> Azure in market share, according to ParkMyCloud.</p><p>This led to a net income of just over $76 billion, an 89% increase over the same period. Limiting the increase in expenses to 27% helped generate this growth.</p><p>Moreover, Alphabet has become a cash flow juggernaut. In 2021, it generated over $67 billion in free cash flow and claimed almost $140 billion in liquidity, giving Alphabet a solid balance sheet.</p><p>Admittedly, the lack of specific guidance from management may disappoint investors. Analysts have estimated an 18% year-over-year revenue increase for 2022, which would mean a significant slowdown.</p><p>Nonetheless, a P/E ratio of 24 marks its lowest earnings multiple since the beginning of the pandemic. It is also significantly cheaper than its cloud rivals Amazon and Microsoft, which sell for 48 and 32 times earnings, respectively. This earnings multiple makes Alphabet a bargain even if revenue growth falls below 20%.</p><h2>2. Qualcomm</h2><p>Qualcomm is another large tech company leading the pace of innovation. Long a producer of smartphone chipsets, it continues to dominate this market, especially in the midst of a 5G upgrade cycle. Even though <b>Apple</b> and other peers have attempted to compete, for now, every 5G phone on the market depends on Qualcomm.</p><p>However, the company has also ventured into the IoT, automotive, and RF front-end markets. Its digital chassis can power automobiles and the communication-related functions of cars, including the emerging autonomous driving technology.</p><p>Moreover, it has begun to compete in the PC, server, and data center markets. This could become an increasing threat to companies such as <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b>, <b>Intel</b>, and <b>Nvidia</b> amid more communications-related applications.</p><p>These moves have delivered massive growth for the company. In its first quarter, revenue rose 30% year over year to $10.7 billion. Adjusted net income surged 47% during this period to $3.7 billion as the company limited expense growth to 20%.</p><p>Admittedly, it represented a slowdown from fiscal 2021 results. In 2021, revenue increased 55% versus prior-year levels, taking adjusted net income 104% as Qualcomm kept expenses in check. Still, the company's estimated Q2 revenue of between $10.2 billion and $11.0 billion would mean a 34% year-over-year rise in revenue.</p><p>Investors do not yet seem to appreciate Qualcomm's potential. Its stock price has only risen 12% over the last year, though it's also only down 15% from its 52-week high, it has mostly sidestepped the sell-off in tech stocks.</p><p>This muted performance has left it with a P/E ratio of 19, dwarfing Apple's earnings multiple of 28 and the 76 P/E ratio of Nvidia. Given its continuing leadership in smartphone chipsets and its potential to expand the breadth of communications-related chips, value-focused tech investors should consider Qualcomm stock a buy now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Top Bargain Stocks Ready for a Bull Run</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Top Bargain Stocks Ready for a Bull Run\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 23:30 GMT+8 <a href=https://www.fool.com/investing/2022/02/17/2-top-bargain-stocks-ready-bull-run/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shareholders in tech growth stocks have experienced a brutal sell-off in recent months. Even ETFs have felt the effects, as Cathie Wood's Ark Innovation ETF has lost more than half of its value over ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/17/2-top-bargain-stocks-ready-bull-run/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","BK4516":"特朗普概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","GOOG":"谷歌","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","QCOM":"高通","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","BK4525":"远程办公概念","BK4566":"资本集团","MSFT":"微软","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","AMZN":"亚马逊","BK4538":"云计算","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4543":"AI","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4512":"苹果概念","BK4504":"桥水持仓","BK4549":"软银资本持仓","INTC":"英特尔","BK4514":"搜索引擎","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4528":"SaaS概念"},"source_url":"https://www.fool.com/investing/2022/02/17/2-top-bargain-stocks-ready-bull-run/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2212616952","content_text":"Shareholders in tech growth stocks have experienced a brutal sell-off in recent months. Even ETFs have felt the effects, as Cathie Wood's Ark Innovation ETF has lost more than half of its value over the last year.Amidst all the sell-off carnage, there are some tech companies that have become bargains despite their modest price declines, and they hold considerable potential to move higher. Investors looking for such tech stocks should consider two stalwarts: Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) and Qualcomm (NASDAQ:QCOM). Let's find out a bit more about these top bargain stocks ready for a bull run.Image source: Getty Images.1. AlphabetGoogle parent Alphabet may seem like a counterintuitive pick in some respects. Its market cap of nearly $1.8 trillion makes high-percentage growth more difficult. Though its stock price has surged 28% higher over the last year, its 10.8% decline from its November high has only given traders a comparatively modest discount.Alphabet announced a 20-for-1 stock split effective on July 15. This would mean a share price around $135 per share at current prices, making it more attractive for potential inclusion in the price-weighted Dow Jones Industrial Average.Also, a massive market cap has not seemed to stop this company's growth. The $258 billion it reported in revenue in 2021 was up 41% year over year. This included a 45% increase in revenue for Google Cloud, which now lags only Amazon Web Services and Microsoft Azure in market share, according to ParkMyCloud.This led to a net income of just over $76 billion, an 89% increase over the same period. Limiting the increase in expenses to 27% helped generate this growth.Moreover, Alphabet has become a cash flow juggernaut. In 2021, it generated over $67 billion in free cash flow and claimed almost $140 billion in liquidity, giving Alphabet a solid balance sheet.Admittedly, the lack of specific guidance from management may disappoint investors. Analysts have estimated an 18% year-over-year revenue increase for 2022, which would mean a significant slowdown.Nonetheless, a P/E ratio of 24 marks its lowest earnings multiple since the beginning of the pandemic. It is also significantly cheaper than its cloud rivals Amazon and Microsoft, which sell for 48 and 32 times earnings, respectively. This earnings multiple makes Alphabet a bargain even if revenue growth falls below 20%.2. QualcommQualcomm is another large tech company leading the pace of innovation. Long a producer of smartphone chipsets, it continues to dominate this market, especially in the midst of a 5G upgrade cycle. Even though Apple and other peers have attempted to compete, for now, every 5G phone on the market depends on Qualcomm.However, the company has also ventured into the IoT, automotive, and RF front-end markets. Its digital chassis can power automobiles and the communication-related functions of cars, including the emerging autonomous driving technology.Moreover, it has begun to compete in the PC, server, and data center markets. This could become an increasing threat to companies such as AMD, Intel, and Nvidia amid more communications-related applications.These moves have delivered massive growth for the company. In its first quarter, revenue rose 30% year over year to $10.7 billion. Adjusted net income surged 47% during this period to $3.7 billion as the company limited expense growth to 20%.Admittedly, it represented a slowdown from fiscal 2021 results. In 2021, revenue increased 55% versus prior-year levels, taking adjusted net income 104% as Qualcomm kept expenses in check. Still, the company's estimated Q2 revenue of between $10.2 billion and $11.0 billion would mean a 34% year-over-year rise in revenue.Investors do not yet seem to appreciate Qualcomm's potential. Its stock price has only risen 12% over the last year, though it's also only down 15% from its 52-week high, it has mostly sidestepped the sell-off in tech stocks.This muted performance has left it with a P/E ratio of 19, dwarfing Apple's earnings multiple of 28 and the 76 P/E ratio of Nvidia. Given its continuing leadership in smartphone chipsets and its potential to expand the breadth of communications-related chips, value-focused tech investors should consider Qualcomm stock a buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014831703,"gmtCreate":1649637828948,"gmtModify":1676534541564,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014831703","repostId":"1160510500","repostType":4,"repost":{"id":"1160510500","pubTimestamp":1649631014,"share":"https://ttm.financial/m/news/1160510500?lang=&edition=fundamental","pubTime":"2022-04-11 06:50","market":"us","language":"en","title":"Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1160510500","media":"Barrons","summary":"First-quarter earnings season begins this week, kicked off as always by results from several big ban","content":"<html><head></head><body><p>First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and Citigroup on Thursday.</p><p>Notable non-bank companies reporting this week will include Albertsons on Tuesday, plus Delta Air Lines, BlackRock, and Fastenal on Wednesday. On Thursday, Taiwan Semiconductor Manufacturing and UnitedHealth Group will report.</p><p>U.S. stock and bond markets will be closed on Friday for Good Friday.</p><p><img src=\"https://static.tigerbbs.com/f2ba28ca20f2e1301fa295ded0758452\" tg-width=\"1080\" tg-height=\"1080\" width=\"100%\" height=\"auto\"/></p><p>The economic data highlights of the week will be the latest inflation data: the Bureau of Labor Statistics’ consumer price index for March is out on Tuesday and the producer price index is out on Wednesday. Consumer prices are expected to have surged 8.4% year over year, while producer prices are forecast to have spiked 10.5% year over year.</p><p>Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for March on Tuesday, plus the University of Michigan’s Consumer Sentiment Survey for April and the Census Bureau’s retail-sales spending report for March—both on Thursday.</p><p><b>Monday 4/11</b></p><p><b>Federal Reserve Bank</b> of Chicago President Charles Evans discusses his outlook for the economy, employment, inflation, and interest rates at the Detroit Economic Club.</p><p><b>Tuesday 4/12</b></p><p><b>The Bureau of Labor Statistics</b> reports the consumer-price index for March. Consensus estimate is for an 8.4% year-over-year spike for the CPI, after a 7.9% increase in February.</p><p>CarMax and Albertsons report fourth-quarter financial results.</p><p>Synopsys, Fifth Third Bancorp, Lennar, and Bank of New York Mellon hold annual shareholder meetings.</p><p><b>The National Federation</b> of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 94.9 reading. February’s 95.7 reading was the second consecutive month below the 48-year average of 98.</p><p><b>Wednesday 4/13</b></p><p>JPMorgan Chase, First Republic Bank, Rent the Runway, Delta Air Lines, BlackRock, Bed Bath & Beyond, Hooker Furnishings, and Fastenal host earnings conference calls.</p><p><b>The BLS</b> releases the producer-price index for March. The PPI is expected to jump 10.5% year over year on a nonseasonally adjusted basis, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.4%. This compares with increases of 10% and 8.4%, respectively, in February.</p><p><b>Thursday 4/14</b></p><p><b>First-quarter results</b>are expected from several banks and financial-services companies including Wells Fargo, U.S. Bancorp, Goldman Sachs, Morgan Stanley, Citigroup, PNC Financial Services Group, State Street, and Ally Financial. Others companies reporting financial results include Rite Aid, Taiwan Semiconductor Manufacturing, and UnitedHealth Group.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Survey for April. Expectations are for a 58.9 reading, compared with 59.4 in March.</p><p><b>The Census Bureau</b> reports on retail-sales spending for March. Expectations are for a seasonally adjusted 0.6% month-over-month increase in retail sales, compared with a 0.3% rise in February. Excluding autos, spending is seen rising 1.0%, compared with 0.2% in the previous period.</p><p><b>The BLS reports</b> export and import price data for March. Expectations are for a 2.2% month-over-month rise in export prices, while import prices are seen increasing 0.6%. This compares with gains of 3.0% and 1.4%, respectively, in February.</p><p>Dow, Carrier Global, and Owens Corning hold annual shareholder meetings.</p><p><b>Friday 4/15</b></p><p><b>The Federal Reserve</b> releases industrial production data for March. Economists are looking for a 0.4% rise, after a 0.5% increase in February.</p><p><b>U.S. stock and bond markets</b> are closed in observance of Good Friday.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Goldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Sachs, JPMorgan, Delta, TSMC, and Other Stocks for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-11 06:50 GMT+8 <a href=https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and...</p>\n\n<a href=\"https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","TSM":"台积电",".IXIC":"NASDAQ Composite","JPM":"摩根大通","C":"花旗","DAL":"达美航空","UNH":"联合健康","BLK":"贝莱德","MS":"摩根士丹利","FAST":"快扣",".SPX":"S&P 500 Index","ACI":"艾伯森","KMX":"车美仕","GS":"高盛","LEN":"莱纳建筑公司",".DJI":"道琼斯","WFC":"富国银行"},"source_url":"https://www.barrons.com/articles/goldman-sachs-jpmorgan-delta-tsmc-and-other-stocks-for-investors-to-watch-this-week-51649617202?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160510500","content_text":"First-quarter earnings season begins this week, kicked off as always by results from several big banks. JPMorgan Chase reports on Wednesday, followed by Wells Fargo, Goldman Sachs, Morgan Stanley, and Citigroup on Thursday.Notable non-bank companies reporting this week will include Albertsons on Tuesday, plus Delta Air Lines, BlackRock, and Fastenal on Wednesday. On Thursday, Taiwan Semiconductor Manufacturing and UnitedHealth Group will report.U.S. stock and bond markets will be closed on Friday for Good Friday.The economic data highlights of the week will be the latest inflation data: the Bureau of Labor Statistics’ consumer price index for March is out on Tuesday and the producer price index is out on Wednesday. Consumer prices are expected to have surged 8.4% year over year, while producer prices are forecast to have spiked 10.5% year over year.Other data out this week will include the National Federation of Independent Business’ Small Business Optimism Index for March on Tuesday, plus the University of Michigan’s Consumer Sentiment Survey for April and the Census Bureau’s retail-sales spending report for March—both on Thursday.Monday 4/11Federal Reserve Bank of Chicago President Charles Evans discusses his outlook for the economy, employment, inflation, and interest rates at the Detroit Economic Club.Tuesday 4/12The Bureau of Labor Statistics reports the consumer-price index for March. Consensus estimate is for an 8.4% year-over-year spike for the CPI, after a 7.9% increase in February.CarMax and Albertsons report fourth-quarter financial results.Synopsys, Fifth Third Bancorp, Lennar, and Bank of New York Mellon hold annual shareholder meetings.The National Federation of Independent Business releases its Small Business Optimism Index for March. Consensus estimate is for a 94.9 reading. February’s 95.7 reading was the second consecutive month below the 48-year average of 98.Wednesday 4/13JPMorgan Chase, First Republic Bank, Rent the Runway, Delta Air Lines, BlackRock, Bed Bath & Beyond, Hooker Furnishings, and Fastenal host earnings conference calls.The BLS releases the producer-price index for March. The PPI is expected to jump 10.5% year over year on a nonseasonally adjusted basis, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.4%. This compares with increases of 10% and 8.4%, respectively, in February.Thursday 4/14First-quarter resultsare expected from several banks and financial-services companies including Wells Fargo, U.S. Bancorp, Goldman Sachs, Morgan Stanley, Citigroup, PNC Financial Services Group, State Street, and Ally Financial. Others companies reporting financial results include Rite Aid, Taiwan Semiconductor Manufacturing, and UnitedHealth Group.The University of Michigan releases its Consumer Sentiment Survey for April. Expectations are for a 58.9 reading, compared with 59.4 in March.The Census Bureau reports on retail-sales spending for March. Expectations are for a seasonally adjusted 0.6% month-over-month increase in retail sales, compared with a 0.3% rise in February. Excluding autos, spending is seen rising 1.0%, compared with 0.2% in the previous period.The BLS reports export and import price data for March. Expectations are for a 2.2% month-over-month rise in export prices, while import prices are seen increasing 0.6%. This compares with gains of 3.0% and 1.4%, respectively, in February.Dow, Carrier Global, and Owens Corning hold annual shareholder meetings.Friday 4/15The Federal Reserve releases industrial production data for March. Economists are looking for a 0.4% rise, after a 0.5% increase in February.U.S. stock and bond markets are closed in observance of Good Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036734826,"gmtCreate":1647215814375,"gmtModify":1676534203183,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036734826","repostId":"1145741612","repostType":4,"repost":{"id":"1145741612","pubTimestamp":1647222835,"share":"https://ttm.financial/m/news/1145741612?lang=&edition=fundamental","pubTime":"2022-03-14 09:53","market":"us","language":"en","title":"Fed Interest Rate Decision, GameStop Earnings, Inflation Data, and Other Things for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1145741612","media":"Barrons","summary":"The main event for investorsthis week will be the monetary policy decision from the Federal Reserve’s interest rate-setting committeeon Wednesday afternoon. Officials are expected to raise the central","content":"<html><head></head><body><p>The main event for investors this week will be the monetary policy decision from the Federal Reserve’s interest rate-setting committee on Wednesday afternoon. Officials are expected to raise the central bank’s benchmark interest rate target range by a quarter of a percentage point, to 0.25% to 0.50%. It would be the first hike by the Fed since 2018.</p><p>This week’s earnings highlights will include Vail Resorts and Coupa Software on Monday, Lennar on Wednesday, and FedEx, GameStop, and Dollar General on Thursday. American Express also hosts an investor day on Wednesday.</p><p>Economic data out this week will include the Bureau of Labor Statistics’ producer price index for February on Tuesday. Wholesale prices are expected to have soared 10% year over year. Other February data releases include the Census Bureau’s retail sales on Wednesday and the Conference Board’s Leading Economic Index on Friday. There will also be housing market data on Wednesday and Friday.</p><p><img src=\"https://static.tigerbbs.com/ca92bd66f0d3741420d6a758443b1092\" tg-width=\"758\" tg-height=\"1676\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday 3/14</b></p><p>Coupa Software, Gitlab, and Vail Resorts report quarterly results.</p><p><b>Tuesday 3/15</b></p><p><b>The Bureau of Labor</b> Statistics releases the producer price index for February. The PPI is expected to jump 10% year over year, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.7%. This compares with increases of 9.7% and 8.3%, respectively, in January. The 10% estimate would be the largest increase on record since 12-month data were first calculated in 2010.</p><p><b>Wednesday 3/16</b></p><p><b>The Census Bureau reports</b> retail sales data for February. Spending on retail sales and food is expected to increase 0.3% month over month, to $652 billion. Retail sales jumped 3.8% in January.</p><p><b>Home builder</b> Lennar reports first-quarter fiscal-2022 earnings.</p><p><b>The Federal Open Market</b> <b>Committee</b> announces its monetary-policy decision. The FOMC is expected to raise the federal-funds rate by a quarter of a percentage point to 0.25%-0.5%. Federal Reserve Chairman Jerome Powell all but announced this move in his testimony before Congress in early March. This would be the first increase to the federal-funds rate since December 2018 and very likely begins a yearlong cycle of rate hikes as the Federal Reserve battles four-decade high inflation. Wall Street has currently priced in seven quarter-point increases for this year.</p><p>Agilent Technologies, Coopers Cos., and Starbucks hold their annual shareholder meetings.</p><p>American Express holds its company investor day.</p><p><b>The National Association</b> <b>of Home Builders</b> releases its Housing Market Index for March. Consensus estimate is for an 80 reading, two points below the February figure. The index is below its late 2020 peak, but builders remain bullish on the housing market despite the twin headwinds of rising mortgage rates and supply shortages.</p><p><b>Thursday 3/17</b></p><p>Accenture, Dollar General, FedEx, and GameStop hold conference calls to discuss quarterly results.</p><p><b>Friday 3/18</b></p><p><b>The Bank of Japan</b> announces its monetary-policy decision. The BOJ is expected to leave its key short-term interest rate unchanged at negative 0.1%. The central bank is bucking the trend of the majority of nations in raising interest rates despite the highest Japanese consumers’ expectations of inflation on record.</p><p><b>The National Association</b> <b>of Realtors</b> reports existing-home sales for February. Economists forecast a seasonally adjusted annual rate of 6.1 million homes sold, 400,000 fewer than in January.</p><p><b>The Conference Board</b> releases its Leading Economic Index for February. Expectations are for a 120 reading, roughly even with the January data. The Conference Board predicts a 3% growth rate for gross domestic product this year, above historical trends.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Interest Rate Decision, GameStop Earnings, Inflation Data, and Other Things for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Interest Rate Decision, GameStop Earnings, Inflation Data, and Other Things for Investors to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-14 09:53 GMT+8 <a href=https://www.barrons.com/articles/fed-interest-rate-decision-gamestop-earnings-inflation-data-and-other-things-for-investors-to-watch-this-week-51647198000?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The main event for investors this week will be the monetary policy decision from the Federal Reserve’s interest rate-setting committee on Wednesday afternoon. Officials are expected to raise the ...</p>\n\n<a href=\"https://www.barrons.com/articles/fed-interest-rate-decision-gamestop-earnings-inflation-data-and-other-things-for-investors-to-watch-this-week-51647198000?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/fed-interest-rate-decision-gamestop-earnings-inflation-data-and-other-things-for-investors-to-watch-this-week-51647198000?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145741612","content_text":"The main event for investors this week will be the monetary policy decision from the Federal Reserve’s interest rate-setting committee on Wednesday afternoon. Officials are expected to raise the central bank’s benchmark interest rate target range by a quarter of a percentage point, to 0.25% to 0.50%. It would be the first hike by the Fed since 2018.This week’s earnings highlights will include Vail Resorts and Coupa Software on Monday, Lennar on Wednesday, and FedEx, GameStop, and Dollar General on Thursday. American Express also hosts an investor day on Wednesday.Economic data out this week will include the Bureau of Labor Statistics’ producer price index for February on Tuesday. Wholesale prices are expected to have soared 10% year over year. Other February data releases include the Census Bureau’s retail sales on Wednesday and the Conference Board’s Leading Economic Index on Friday. There will also be housing market data on Wednesday and Friday.Monday 3/14Coupa Software, Gitlab, and Vail Resorts report quarterly results.Tuesday 3/15The Bureau of Labor Statistics releases the producer price index for February. The PPI is expected to jump 10% year over year, while the core PPI, which excludes volatile food and energy prices, is seen rising 8.7%. This compares with increases of 9.7% and 8.3%, respectively, in January. The 10% estimate would be the largest increase on record since 12-month data were first calculated in 2010.Wednesday 3/16The Census Bureau reports retail sales data for February. Spending on retail sales and food is expected to increase 0.3% month over month, to $652 billion. Retail sales jumped 3.8% in January.Home builder Lennar reports first-quarter fiscal-2022 earnings.The Federal Open Market Committee announces its monetary-policy decision. The FOMC is expected to raise the federal-funds rate by a quarter of a percentage point to 0.25%-0.5%. Federal Reserve Chairman Jerome Powell all but announced this move in his testimony before Congress in early March. This would be the first increase to the federal-funds rate since December 2018 and very likely begins a yearlong cycle of rate hikes as the Federal Reserve battles four-decade high inflation. Wall Street has currently priced in seven quarter-point increases for this year.Agilent Technologies, Coopers Cos., and Starbucks hold their annual shareholder meetings.American Express holds its company investor day.The National Association of Home Builders releases its Housing Market Index for March. Consensus estimate is for an 80 reading, two points below the February figure. The index is below its late 2020 peak, but builders remain bullish on the housing market despite the twin headwinds of rising mortgage rates and supply shortages.Thursday 3/17Accenture, Dollar General, FedEx, and GameStop hold conference calls to discuss quarterly results.Friday 3/18The Bank of Japan announces its monetary-policy decision. The BOJ is expected to leave its key short-term interest rate unchanged at negative 0.1%. The central bank is bucking the trend of the majority of nations in raising interest rates despite the highest Japanese consumers’ expectations of inflation on record.The National Association of Realtors reports existing-home sales for February. Economists forecast a seasonally adjusted annual rate of 6.1 million homes sold, 400,000 fewer than in January.The Conference Board releases its Leading Economic Index for February. Expectations are for a 120 reading, roughly even with the January data. The Conference Board predicts a 3% growth rate for gross domestic product this year, above historical trends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036991890,"gmtCreate":1646958777899,"gmtModify":1676534181457,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036991890","repostId":"2218293229","repostType":4,"repost":{"id":"2218293229","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1646953979,"share":"https://ttm.financial/m/news/2218293229?lang=&edition=fundamental","pubTime":"2022-03-11 07:12","market":"us","language":"en","title":"GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293229","media":"Reuters","summary":"\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST .The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. ","content":"<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week's monetary policy meeting, the CPI data suggested the FOMC could move "more aggressively" to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia's invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>"We've reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors," Brown said.</p><p>"Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?"</p><p>MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>"This means higher inflation for longer and a treacherous policy path for the Fed ahead," Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>"With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty."</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</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>GLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves</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; 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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\">\nGLOBAL MARKETS-Global Shares Fall on Inflation, Central Bank Moves\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-11 07:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.</p><p>Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.</p><p>Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week's monetary policy meeting, the CPI data suggested the FOMC could move "more aggressively" to curb inflation, as promised by Fed Chair Jerome Powell last week.</p><p>The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia's invasion of Ukraine.</p><p>Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.</p><p>The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.</p><p>Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.</p><p>"We've reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors," Brown said.</p><p>"Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?"</p><p>MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).</p><p>The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.</p><p>The pan-European STOXX 600 index lost 1.69%.</p><p>The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.</p><p>The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.</p><p>Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.</p><p>"This means higher inflation for longer and a treacherous policy path for the Fed ahead," Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.</p><p>"With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty."</p><p>Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.</p><p>U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.</p><p>European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","DDG":"ProShares做空石油与天然气ETF","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","UCO":"二倍做多彭博原油ETF","SDOW":"道指三倍做空ETF-ProShares","DUG":"二倍做空石油与天然气ETF(ProShares)","DDM":"道指两倍做多ETF","EUO":"欧元ETF-ProShares两倍做空","NUGT":"二倍做多黄金矿业指数ETF-Direxion","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SCO":"二倍做空彭博原油指数ETF","FXY":"日元ETF-CurrencyShares","FXB":"英镑ETF-CurrencyShares","DOG":"道指反向ETF","DWT":"三倍做空原油ETN",".DJI":"道琼斯","YCS":"日元ETF-ProShares两倍做空","UDOW":"道指三倍做多ETF-ProShares",".IXIC":"NASDAQ Composite","QID":"纳指两倍做空ETF","FXE":"欧元做多ETF-CurrencyShares",".SPX":"S&P 500 Index","GDX":"黄金矿业ETF-VanEck","IAU":"黄金信托ETF(iShares)","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","USO":"美国原油ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218293229","content_text":"Global share markets slid on Thursday as U.S. inflation hit almost 8%, making it almost certain the U.S. Federal Reserve will raise interest rates next week, and the European Central Bank sped up the end of its massive stimulus program.Data showed U.S. consumer inflation running at a 7.9% annualized clip in February, the largest annual increase in 40 years.Wall Street fell on the data because, while markets expect the central bank to raise the Fed funds target rate by 25 basis points at the conclusion of next week's monetary policy meeting, the CPI data suggested the FOMC could move \"more aggressively\" to curb inflation, as promised by Fed Chair Jerome Powell last week.The ECB earlier in the session said it will stop pumping money into financial markets this summer, paving the way for an increase in interest rates as soaring inflation outweighs concerns about the fallout from Russia's invasion of Ukraine.Talks between Ukraine and Russia on Thursday failed to bring any respite in the conflict, which has trapped hundreds of thousands of civilians in Ukrainian cities sheltering amid Russian air raids and shelling.The euro retreated from overnight gains following the ECB announcement, and the dollar strengthened on the U.S. inflation report. The benchmark U.S. 10-year Treasury yield rose above 2% for the first time in two weeks.Melissa Brown, managing director of applied research at Qontigo, said that some inflation can be beneficial to stock prices, but central banks have their work cut out for them managing inflation that is at multi-decade highs.\"We've reached that tipping point between good inflation and bad inflation. It is driving volatility higher, and the higher volatility typically drives away investors,\" Brown said.\"Sentiment is very uncertain. Now that we are where we are, can (central bankers) tread that fine line between managing inflation and not pushing us into recession?\"MSCI's gauge of stocks across the globe shed 0.19% at 5:12 p.m. EST (2212 GMT).The Dow Jones Industrial Average fell 112.18 points, or 0.34%, to 33,174.07, the S&P 500 lost 18.36 points, or 0.43%, to 4,259.52 and the Nasdaq Composite dropped 125.58 points, or 0.95%, to 13,129.96.The pan-European STOXX 600 index lost 1.69%.The dollar index rose 0.554%, with the euro up 0.04% to $1.0987.The yield on 10-year Treasury notes was up 6.3 basis points to 2.011% after hitting 2.021%, its highest level since Feb. 17.Veneta Dimitrova, senior U.S. economist at Ned Davis Research, said that with the sharp rises in energy and other commodity markets due to the war in Ukraine, it will most likely take longer to reach peak inflation.\"This means higher inflation for longer and a treacherous policy path for the Fed ahead,\" Dimitrova, adding she expects the Fed to proceed with a 25-basis point interest rate increase next week.\"With all the geopolitical uncertainty and market volatility out there, the Fed doesn’t want to add to the uncertainty.\"Oil fell in volatile trading after the United Arab Emirates backtracked on statements saying OPEC and its allies might increase output to help to plug the gap in exports from Russia.U.S. crude oil futures settled at $106.02 a barrel, down 2.47%, while the international benchmark Brent settled at $109.33, down 1.63%.European Union leaders will phase out buying Russian oil, gas and coal, a draft declaration showed on Thursday, as the bloc seeks to reduce its reliance on Russian sources of energy, following a ban from the United States.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031823092,"gmtCreate":1646526146430,"gmtModify":1676534136162,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031823092","repostId":"1178979994","repostType":4,"repost":{"id":"1178979994","pubTimestamp":1646440407,"share":"https://ttm.financial/m/news/1178979994?lang=&edition=fundamental","pubTime":"2022-03-05 08:33","market":"us","language":"en","title":"3 Top MLPs to Buy For High Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=1178979994","media":"InvestorPlace","summary":"We believe that investors searching for income consider owning master limited partnerships, or MLPs.","content":"<html><head></head><body><p>We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit range.</p><p>Of course, high yields often come with high risk, so investors need to identify high-quality MLPs that are likely to continue to at least maintain, if not raise, their distribution.</p><p>Three of our top high-yield MLPs that we believe will continue to pay high yields to shareholders include:</p><ul><li><b>Enterprise Products Partners</b>(NYSE:<b><u>EPD</u></b>)</li><li><b>KNOT Offshore Partners</b>(NYSE:<b><u>KNOP</u></b>)</li><li><b>Magellan Midstream Partners</b>(NYSE:<b><u>MMP</u></b>)</li></ul><p>Enterprise Products Partners (EPD)</p><p>Our first name for consideration is Enterprise Products Partners, one of the largest MLPs in the industry. The $54.5 billion partnership generates annual revenue of close to $41 billion.</p><p>Enterprise Products Partners stores and transports oil and gas through its massive pipeline system. In total, the partnership has nearly 50,000 miles of pipeline that transport natural gas, natural gas liquids, crude oil, and refined products. Enterprise Products Partners has storage facilities that can hold more than 250 million barrels.</p><p>The partnership’s extensive network of pipeline grants it a diversity of asset and geographic reach. Enterprise Products Partners is also able to pivot its pipeline system to move whatever energy product it wishes. This gives Enterprise Products Partners an asset base that few other in the industry can match. It would be cost prohibitive and maybe even politically impossible for another partnership to try to replicate what the partnership has created.</p><p>Enterprise Products Partners’ collects fees on the materials that it transports and stores, making the partnership a toll road for those wishing to move energy products. This helps to insulate the business from the ups and downs of the energy price cycle.</p><p>Enterprise Products Partners is also well positioned to take advantage of the growing demand for liquefied natural gas and liquefied petroleum gas. The partnership has a number of terminals that will aid the business as the U.S. exports grow in size over the next few years.</p><p>A credit rating of BBB+ and Baa1 from Standard & Poor’s and Moody’s, respectively, means that the partnership has a better balance sheet than the vast majority of MLPs.</p><p>The business is been very successful over the years, which has allowed Enterprise Products Partners to raise its dividend for 23 consecutive years. This includes a 3.3% increase for the February 11th, 2022 payment. Enterprise Products Partners differs from most other companies in that it often raises its dividend every quarter, except for 2021, where the dividend was held constant all four payments. Using the new annualized dividend, distributions have a CAGR of more than 4% over the last decade.</p><p>Shares yield 7.4%, more than five times the average yield of the S&P 500 Index. The dividend also looks to be in very sound ground, as Enterprise Products Partners has an average distributable cash flow per unit payout ratio of 57% over the last decade. Combining this reasonable payout ratio with a distribution coverage ratio of more than 1.6x, Enterprise Products Partners is poised to continue to raise its already generous dividend.</p><p>KNOT Offshore Partners (KNOP)</p><p>Our next pick of MLPs is KNOT Offshore Partners, which owns and operates shuttle tankers in the North Sea and Brazil. The partnership has a market capitalization of $525 million and revenue of $279 million last year.</p><p>Knutsen NYK Offshore tankers AS, which is the sponsor for the partnership, has the responsibility of finding, purchasing, and dropping down of ships to KNOT Offshore Partners. As a result, the business is extremely efficient and has just one employee, its CEO.</p><p>The partnership provides loading, transportation, and storage of crude oil under time charters and bareboat charters. Currently, there are seventeen shuttle tankers in service, most of which has long-term and fixed contracts that must be paid regardless of the price of energy. KNOT Offshore Partners’ shuttle tankers have an average age of just under 8 years, which means that the partnership could see several decades of use from its present fleet.</p><p>Due to its business model, KNOT Offshore Partners hasn’t seen the fluctuations in distributable cash flow per unit that many of its peers have experienced. This is due to its contractual agreements and its ability to see higher rental rates when the price of energy is higher. This pattern is likely to continue as the sponsor could drop down as many as three new shuttle tankers through the end of the year.</p><p>At the time of its most recent quarterly report, KNOT Offshore Partners had a utilization rate of 91.9%. This was below the prior year’s result, but this was due mostly to the timing of a charter contract and mechanical issues with another shuttle.</p><p>KNOT Offshore Partners has maintained the same quarterly distribution of $0.52 per share since the November 13th, 2015 payment. The expected coverage ratio for last year is just 1.2, lower than it has been in recent years. The expected distributable cash flow payout ratio is also higher than normal at 84% for 2021. Historically, the payout ratio has been near 70%. Therefore, we do not anticipate that the partnership will raise its dividend in the near future. The tradeoff to this lack of growth is that shareholders are receiving a 13.4% yield today.</p><p>Even with a high payout ratio and lack of dividend growth, we remain confident that KNOT Offshore Partners will be able to continue making its payments to shareholders. The business model has proven successful at navigating other difficult operating environments and will energy prices surging, KNOT Offshore Partners is expected continuing to see high demand for shuttle tankers.</p><p>Magellan Midstream Partners (MMP)</p><p>Our final pick among MLPs is Magellan Midstream Partners, which operates a vast pipeline network. The partnership is valued at $10.4 billion and has annual revenue of $2.8 billion.</p><p>Like Enterprise Products Partners, Magellan Midstream Partners operates one of the longest pipeline systems of refined products in the country. The partnership operates 9,800 miles of pipeline and 54 terminals used in the transportation of refined products. Two storage facilities can hold 18 million barrels of product as well. The partnership also has 2,200 miles of crude oil pipeline and can store 37 million barrels. Magellan Midstream Partners connects to nearly half of the refining capacity in the U.S., giving it a size and scale that few, if any, are able to compete with.</p><p>Given the breadth of Magellan Midstream Partners’ pipeline and storage network, the partnership is able to offer customers connection between refineries and gas stations and railroads throughout much of the country. As a result, Magellan Midstream Partners’ contracts often include inflation adjusted increases in fees, which is almost certainly benefiting the partnership given the rise in inflation.</p><p>Magellan Midstream Partners has a fee-based model. Less than 10% of operating income is sensitive to energy prices, helping to insulate the partnership against downturns in the market. This could limit some upside potential, but this business model offers some stability in an industry where stability is rare.</p><p>Magellan Midstream Partners had raised its dividend 70 consecutive quarters prior to freezing it due to the Covid-19 pandemic. The partnership last raised its dividend 1% for the November 12th, 2021 payment date. The payout ratio is expected to be 80% for 2021, in-line with the average of the last five years. Leadership also has a coverage ratio target of at least 1.2. Our expected coverage ratio for 2022 of 1.25 is ahead of this target. Shares of the partnership yield 8.5%.</p><p>Final Thoughts</p><p>Investors searching for sources of high yields that are secure don’t often have too many options to choose from. Enterprise Products Partners, KNOT Offshore Partners, and Magellan Midstream Partners are three names we believe can continue to offer investors generous yields that appear safe from a dividend cut.</p><p>Each of these MLPs has competitive advantages that help separate it from the rest of the industry, leading to the generous yields that each offers. Each partnership also has sufficient coverage that a dividend cut does not appear to be imminent.</p><p>This suggests that investors looking for safe and high yields consider adding Enterprise Products Partners, KNOT Offshore Partners, or Magellan Midstream Partners to their portfolio.</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>3 Top MLPs to Buy For High Yields</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top MLPs to Buy For High Yields\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-05 08:33 GMT+8 <a href=https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit ...</p>\n\n<a href=\"https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPD":"Enterprise Products Partners L.P","KNOP":"KNOT Offshore Partners LP Common"},"source_url":"https://investorplace.com/2022/03/3-top-mlps-to-buy-for-high-yields/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178979994","content_text":"We believe that investors searching for income consider owning master limited partnerships, or MLPs. These stocks typically provide very high yields, often in the high single- to low double-digit range.Of course, high yields often come with high risk, so investors need to identify high-quality MLPs that are likely to continue to at least maintain, if not raise, their distribution.Three of our top high-yield MLPs that we believe will continue to pay high yields to shareholders include:Enterprise Products Partners(NYSE:EPD)KNOT Offshore Partners(NYSE:KNOP)Magellan Midstream Partners(NYSE:MMP)Enterprise Products Partners (EPD)Our first name for consideration is Enterprise Products Partners, one of the largest MLPs in the industry. The $54.5 billion partnership generates annual revenue of close to $41 billion.Enterprise Products Partners stores and transports oil and gas through its massive pipeline system. In total, the partnership has nearly 50,000 miles of pipeline that transport natural gas, natural gas liquids, crude oil, and refined products. Enterprise Products Partners has storage facilities that can hold more than 250 million barrels.The partnership’s extensive network of pipeline grants it a diversity of asset and geographic reach. Enterprise Products Partners is also able to pivot its pipeline system to move whatever energy product it wishes. This gives Enterprise Products Partners an asset base that few other in the industry can match. It would be cost prohibitive and maybe even politically impossible for another partnership to try to replicate what the partnership has created.Enterprise Products Partners’ collects fees on the materials that it transports and stores, making the partnership a toll road for those wishing to move energy products. This helps to insulate the business from the ups and downs of the energy price cycle.Enterprise Products Partners is also well positioned to take advantage of the growing demand for liquefied natural gas and liquefied petroleum gas. The partnership has a number of terminals that will aid the business as the U.S. exports grow in size over the next few years.A credit rating of BBB+ and Baa1 from Standard & Poor’s and Moody’s, respectively, means that the partnership has a better balance sheet than the vast majority of MLPs.The business is been very successful over the years, which has allowed Enterprise Products Partners to raise its dividend for 23 consecutive years. This includes a 3.3% increase for the February 11th, 2022 payment. Enterprise Products Partners differs from most other companies in that it often raises its dividend every quarter, except for 2021, where the dividend was held constant all four payments. Using the new annualized dividend, distributions have a CAGR of more than 4% over the last decade.Shares yield 7.4%, more than five times the average yield of the S&P 500 Index. The dividend also looks to be in very sound ground, as Enterprise Products Partners has an average distributable cash flow per unit payout ratio of 57% over the last decade. Combining this reasonable payout ratio with a distribution coverage ratio of more than 1.6x, Enterprise Products Partners is poised to continue to raise its already generous dividend.KNOT Offshore Partners (KNOP)Our next pick of MLPs is KNOT Offshore Partners, which owns and operates shuttle tankers in the North Sea and Brazil. The partnership has a market capitalization of $525 million and revenue of $279 million last year.Knutsen NYK Offshore tankers AS, which is the sponsor for the partnership, has the responsibility of finding, purchasing, and dropping down of ships to KNOT Offshore Partners. As a result, the business is extremely efficient and has just one employee, its CEO.The partnership provides loading, transportation, and storage of crude oil under time charters and bareboat charters. Currently, there are seventeen shuttle tankers in service, most of which has long-term and fixed contracts that must be paid regardless of the price of energy. KNOT Offshore Partners’ shuttle tankers have an average age of just under 8 years, which means that the partnership could see several decades of use from its present fleet.Due to its business model, KNOT Offshore Partners hasn’t seen the fluctuations in distributable cash flow per unit that many of its peers have experienced. This is due to its contractual agreements and its ability to see higher rental rates when the price of energy is higher. This pattern is likely to continue as the sponsor could drop down as many as three new shuttle tankers through the end of the year.At the time of its most recent quarterly report, KNOT Offshore Partners had a utilization rate of 91.9%. This was below the prior year’s result, but this was due mostly to the timing of a charter contract and mechanical issues with another shuttle.KNOT Offshore Partners has maintained the same quarterly distribution of $0.52 per share since the November 13th, 2015 payment. The expected coverage ratio for last year is just 1.2, lower than it has been in recent years. The expected distributable cash flow payout ratio is also higher than normal at 84% for 2021. Historically, the payout ratio has been near 70%. Therefore, we do not anticipate that the partnership will raise its dividend in the near future. The tradeoff to this lack of growth is that shareholders are receiving a 13.4% yield today.Even with a high payout ratio and lack of dividend growth, we remain confident that KNOT Offshore Partners will be able to continue making its payments to shareholders. The business model has proven successful at navigating other difficult operating environments and will energy prices surging, KNOT Offshore Partners is expected continuing to see high demand for shuttle tankers.Magellan Midstream Partners (MMP)Our final pick among MLPs is Magellan Midstream Partners, which operates a vast pipeline network. The partnership is valued at $10.4 billion and has annual revenue of $2.8 billion.Like Enterprise Products Partners, Magellan Midstream Partners operates one of the longest pipeline systems of refined products in the country. The partnership operates 9,800 miles of pipeline and 54 terminals used in the transportation of refined products. Two storage facilities can hold 18 million barrels of product as well. The partnership also has 2,200 miles of crude oil pipeline and can store 37 million barrels. Magellan Midstream Partners connects to nearly half of the refining capacity in the U.S., giving it a size and scale that few, if any, are able to compete with.Given the breadth of Magellan Midstream Partners’ pipeline and storage network, the partnership is able to offer customers connection between refineries and gas stations and railroads throughout much of the country. As a result, Magellan Midstream Partners’ contracts often include inflation adjusted increases in fees, which is almost certainly benefiting the partnership given the rise in inflation.Magellan Midstream Partners has a fee-based model. Less than 10% of operating income is sensitive to energy prices, helping to insulate the partnership against downturns in the market. This could limit some upside potential, but this business model offers some stability in an industry where stability is rare.Magellan Midstream Partners had raised its dividend 70 consecutive quarters prior to freezing it due to the Covid-19 pandemic. The partnership last raised its dividend 1% for the November 12th, 2021 payment date. The payout ratio is expected to be 80% for 2021, in-line with the average of the last five years. Leadership also has a coverage ratio target of at least 1.2. Our expected coverage ratio for 2022 of 1.25 is ahead of this target. Shares of the partnership yield 8.5%.Final ThoughtsInvestors searching for sources of high yields that are secure don’t often have too many options to choose from. Enterprise Products Partners, KNOT Offshore Partners, and Magellan Midstream Partners are three names we believe can continue to offer investors generous yields that appear safe from a dividend cut.Each of these MLPs has competitive advantages that help separate it from the rest of the industry, leading to the generous yields that each offers. Each partnership also has sufficient coverage that a dividend cut does not appear to be imminent.This suggests that investors looking for safe and high yields consider adding Enterprise Products Partners, KNOT Offshore Partners, or Magellan Midstream Partners to their portfolio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039580923,"gmtCreate":1646086921461,"gmtModify":1676534088407,"author":{"id":"4095547949553810","authorId":"4095547949553810","name":"Jay88","avatar":"https://static.tigerbbs.com/a2a8c91b2081859f5b526f88c16cc73a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095547949553810","authorIdStr":"4095547949553810"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039580923","repostId":"1142611788","repostType":4,"repost":{"id":"1142611788","pubTimestamp":1646037565,"share":"https://ttm.financial/m/news/1142611788?lang=&edition=fundamental","pubTime":"2022-02-28 16:39","market":"us","language":"en","title":"7 Energy Stocks That Will Rise With Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1142611788","media":"InvestorPlace","summary":"Energy stocks continue to garner a strong bid, so keep your eye on these sevenSource: ShutterstockWh","content":"<html><head></head><body><p>Energy stocks continue to garner a strong bid, so keep your eye on these seven</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d686dca69ef1e945490ab5e6a8b08f6\" tg-width=\"1024\" tg-height=\"576\" width=\"100%\" height=\"auto\"/><span>Source: Shutterstock</span></p><p>What more can we say about energy stocks at this point? Despite the carnage in growth stocks, the volatility in cryptocurrencies and the weakness in the broader stock market, the energy sector continues to perform incredibly well.</p><p>Over the past month, there’s hardly one sector in positive territory; Aside from energy stocks, obviously.In fact, the sector is up 2.5% over the past month and is the best-performing group over the last three, six and 12 months.</p><p>A big part of the reason why? Energy prices! As oil, gasoline and natural gas prices rise, so do the revenue and profit figures for most energy companies. Aside from geopolitical tensions driving oil prices higher, a return to normal is also helping to drive oil prices higher as demand rebounds.</p><p>So, if oil prices continue to rise, this group of energy stocks should get your attention.</p><ul><li><b>Exxon Mobil</b> (NYSE:<b><u>XOM</u></b>)</li><li><b>Chevron</b> (NYSE:<b><u>CVX</u></b>)</li><li><b>Halliburton</b> (NYSE:<b><u>HAL</u></b>)</li><li><b>Pioneer Natural Resources</b> (NYSE:<b><u>PXD</u></b>)</li><li><b>Occidental Petroleum</b> (NYSE:<b><u>OXY</u></b>)</li><li><b>EOG Resources</b> (NYSE:<b><u>EOG</u></b>)</li><li><b>Devon Energy</b> (NYSE:<b><u>DVN</u></b>)</li></ul><p>Now, let’s dive in and take a closer look at each one.</p><p><b>Exxon Mobil (XOM)</b></p><p>How can we start with any company other than Exxon Mobil? It’s a behemoth in the energy space, commanding a market capitalization of nearly $330 billion. For those looking at the <b>Energy Select Sector SPDR ETF</b> (NYSEARCA:<b><u>XLE</u></b>), realize that Exxon makes up roughly 24% of the ETF.</p><p>Actually, more than 40% of the ETF is made up of the first two stocks on this list.</p><p>In any regard, Exxon Mobil is doing its best to capitalize on the rebound in the energy market. The company recently reported earnings in January, triggering an even larger rally.</p><p>When Exxon reported, it not only beat earnings expectations, it also reportedimpressive cash flows for the year.</p><p>Now, we look forward to 2022 and the outlook still remains pretty rosy. Analysts expect about 18% revenue growth and earnings growth of 23%. Despite this strong growth (and Exxon’s 4.6% dividend), shares trade at just over 12 times 2022 earnings.</p><p><b>Chevron (CVX)</b></p><p>As previously mentioned, Chevron also makes up a huge portion of the XLE ETF. Given its market cap of nearly $260 billion, though, it’s hardly a surprise. The company has its hands in all levels of energy production and consumption. It’s like Exxon in that regard.</p><p>That’s why a continued increase in oil prices — and more broadly, energy prices — will be such a benefit to these companies.</p><p>I listed Exxon first because it was the bigger of the two, but it’s also been the better performer between the two stocks. That said, Chevron has performed pretty well, up 18.6% this year, 42.3% over the past six months and 34.9% over the past year.</p><p>It helps that, like Exxon, forecasts for next year remain so favorable. Consensus expectations currently call for about 8% revenue growth this year, but for more than 30% earnings growth.</p><p>Additionally, investors can also collect a 4.2% dividend yield as they wait for this growth to occur.</p><p><b>Halliburton (HAL)</b></p><p>I do a lot of screening for top stocks, and it’s no surprise it’s been littered with energy stocks for the past few months. However, one of the strongest names on that list has been Halliburton.</p><p>Shares are nearly 58% over the past six months and more than 38% so far this year. So unless energy prices correct lower, this will likely remain a buy-on-dips candidate.</p><p>With a market cap of “just” $29 billion, this company is significantly smaller than Exxon and Chevron. Yet, it’s going to be a major beneficiary if we see higher oil prices. Even without a big spike in oil, Halliburton stock has quality attractions to it.</p><p>Specifically, analysts expect double-digit revenue growth both this year<i>and</i>in 2023. Furthermore, consensus expectations call for 63% and 33% earnings growth in 2022 and 2023, respectively.</p><p>For that type of growth alone, I think it’s worth keeping an eye on Halliburton this year.</p><p><b>Pioneer Natural Resources (PXD)</b></p><p>Pioneer Natural Resources has always been on my radar, because of where it owns land in the Permian Basin. According to the company:</p><blockquote>“This vast patch of rugged terrain in West Texas is home to the world’s second-largest oilfield. Decades ago, Pioneer first staked its claim to those legacy wells that hiccupped just 10 or 12 barrels of oil a day. We stayed, and now that commitment is paying off.</blockquote><blockquote>Today, some estimates hold that the untapped resources spindled deep below the Permian Basin’s surface could rival the supply of what’s now considered the world’s largest oilfield in Saudi Arabia.”</blockquote><p>That’s pretty impressive, and it’s what’s allowed PXD stock to grow into a market cap of almost $57 billion.</p><p>Moreover, analysts expect more than 60% earnings growth this year despite the stock only trading at bit more than 11 times forward earnings estimates. With a 1.4% dividend yield to boot, this one is at least worth a look.</p><p><b>EOG Resources (EOG)</b></p><p>EOG Resources just reported earnings on Feb. 25, and the company delivered a top- and bottom-line earnings beat, with the revenue of $6.04 billion coming in almost $500 million ahead of estimates. That’s a huge beat!</p><p>That allowed for full-year earnings growth of roughly 500% for the year, which goes along with 69% revenue growth for 2021.</p><p>Analysts currently expect revenue to grow about 14% in 2022, along with 22% earnings growth. With that in mind, an increase in oil prices will only push those expectations higher. With EOG producing so much oil domestically as well, it helps insulate it from the geopolitical issues in Eastern Europe.</p><p>Moreover, energy stocks are attractive because of their mix of low valuations and strong growth. In some cases, there are also solid dividend yields and it’s worth noting EOG pays out a 2.8% yield.However, the premise of higher oil prices will increase the likelihood of future growth, which should bode well for current stock prices.</p><p><b>Occidental Petroleum (OXY)</b></p><p>Like EOG, Occidental just reported earnings in late February and delivered a great beat.</p><p>Earnings of $1.48 per share blew past estimates of $1.10 a share, while revenue of $8.01 billion beat expectations by more than $600 million. Not to mention, Occidental increased its dividend by 1,200% — although it still yields just under 1.5%.</p><p>In 2022, estimates call for another round of big growth, with earnings estimates calling for 62% growth. The stock trades at roughly 11 times 2022 earnings expectations and if oil continues higher, those growth estimates will likely tiptoe higher.</p><p>Unlike Pioneer Natural Resources which is leveraging a specific region, Occidental operates all over the globe. While that creates additional risk, it also creates opportunity:</p><blockquote>“Oxy operates world-class energy and chemical assets around the globe, including in the United States, Middle East, Africa and Latin America. Over our 100-year history, we have built a vast infrastructure of integrated operations around the world that deliver reliable energy and essential products.”</blockquote><p><b>Devon Energy (DVN)</b></p><p>Devon Energy is one of the mid-sized energy stocks we’re focused on. The company boasts a dividend yield north of 7%, which would typically be a red flag. However, because business is improving so much, investors are looking past this risk.</p><p>That’s clear with the stock at 52-week highs, up almost 24% on the year and up almost 40% from the December low. Clearly, investors are looking at Devon Energy as an opportunity.</p><p>That’s as revenue estimates are calling for growth of roughly 20% this year. Withshares trading at less than 10 times this year’s earnings expectations, analysts also expect Devon to grow the bottom line by more than 65%.With outsized earnings growth vs. revenue growth, it points to margin expansion and a nice boost in cash flow.</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>7 Energy Stocks That Will Rise With Oil Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Energy Stocks That Will Rise With Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-28 16:39 GMT+8 <a href=https://investorplace.com/2022/02/7-energy-stocks-that-will-rise-with-oil-prices/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Energy stocks continue to garner a strong bid, so keep your eye on these sevenSource: ShutterstockWhat more can we say about energy stocks at this point? Despite the carnage in growth stocks, the ...</p>\n\n<a href=\"https://investorplace.com/2022/02/7-energy-stocks-that-will-rise-with-oil-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","EOG":"依欧格资源","CVX":"雪佛龙","PXD":"先锋自然资源","OXY":"西方石油","HAL":"哈里伯顿","XOM":"埃克森美孚"},"source_url":"https://investorplace.com/2022/02/7-energy-stocks-that-will-rise-with-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142611788","content_text":"Energy stocks continue to garner a strong bid, so keep your eye on these sevenSource: ShutterstockWhat more can we say about energy stocks at this point? Despite the carnage in growth stocks, the volatility in cryptocurrencies and the weakness in the broader stock market, the energy sector continues to perform incredibly well.Over the past month, there’s hardly one sector in positive territory; Aside from energy stocks, obviously.In fact, the sector is up 2.5% over the past month and is the best-performing group over the last three, six and 12 months.A big part of the reason why? Energy prices! As oil, gasoline and natural gas prices rise, so do the revenue and profit figures for most energy companies. Aside from geopolitical tensions driving oil prices higher, a return to normal is also helping to drive oil prices higher as demand rebounds.So, if oil prices continue to rise, this group of energy stocks should get your attention.Exxon Mobil (NYSE:XOM)Chevron (NYSE:CVX)Halliburton (NYSE:HAL)Pioneer Natural Resources (NYSE:PXD)Occidental Petroleum (NYSE:OXY)EOG Resources (NYSE:EOG)Devon Energy (NYSE:DVN)Now, let’s dive in and take a closer look at each one.Exxon Mobil (XOM)How can we start with any company other than Exxon Mobil? It’s a behemoth in the energy space, commanding a market capitalization of nearly $330 billion. For those looking at the Energy Select Sector SPDR ETF (NYSEARCA:XLE), realize that Exxon makes up roughly 24% of the ETF.Actually, more than 40% of the ETF is made up of the first two stocks on this list.In any regard, Exxon Mobil is doing its best to capitalize on the rebound in the energy market. The company recently reported earnings in January, triggering an even larger rally.When Exxon reported, it not only beat earnings expectations, it also reportedimpressive cash flows for the year.Now, we look forward to 2022 and the outlook still remains pretty rosy. Analysts expect about 18% revenue growth and earnings growth of 23%. Despite this strong growth (and Exxon’s 4.6% dividend), shares trade at just over 12 times 2022 earnings.Chevron (CVX)As previously mentioned, Chevron also makes up a huge portion of the XLE ETF. Given its market cap of nearly $260 billion, though, it’s hardly a surprise. The company has its hands in all levels of energy production and consumption. It’s like Exxon in that regard.That’s why a continued increase in oil prices — and more broadly, energy prices — will be such a benefit to these companies.I listed Exxon first because it was the bigger of the two, but it’s also been the better performer between the two stocks. That said, Chevron has performed pretty well, up 18.6% this year, 42.3% over the past six months and 34.9% over the past year.It helps that, like Exxon, forecasts for next year remain so favorable. Consensus expectations currently call for about 8% revenue growth this year, but for more than 30% earnings growth.Additionally, investors can also collect a 4.2% dividend yield as they wait for this growth to occur.Halliburton (HAL)I do a lot of screening for top stocks, and it’s no surprise it’s been littered with energy stocks for the past few months. However, one of the strongest names on that list has been Halliburton.Shares are nearly 58% over the past six months and more than 38% so far this year. So unless energy prices correct lower, this will likely remain a buy-on-dips candidate.With a market cap of “just” $29 billion, this company is significantly smaller than Exxon and Chevron. Yet, it’s going to be a major beneficiary if we see higher oil prices. Even without a big spike in oil, Halliburton stock has quality attractions to it.Specifically, analysts expect double-digit revenue growth both this yearandin 2023. Furthermore, consensus expectations call for 63% and 33% earnings growth in 2022 and 2023, respectively.For that type of growth alone, I think it’s worth keeping an eye on Halliburton this year.Pioneer Natural Resources (PXD)Pioneer Natural Resources has always been on my radar, because of where it owns land in the Permian Basin. According to the company:“This vast patch of rugged terrain in West Texas is home to the world’s second-largest oilfield. Decades ago, Pioneer first staked its claim to those legacy wells that hiccupped just 10 or 12 barrels of oil a day. We stayed, and now that commitment is paying off.Today, some estimates hold that the untapped resources spindled deep below the Permian Basin’s surface could rival the supply of what’s now considered the world’s largest oilfield in Saudi Arabia.”That’s pretty impressive, and it’s what’s allowed PXD stock to grow into a market cap of almost $57 billion.Moreover, analysts expect more than 60% earnings growth this year despite the stock only trading at bit more than 11 times forward earnings estimates. With a 1.4% dividend yield to boot, this one is at least worth a look.EOG Resources (EOG)EOG Resources just reported earnings on Feb. 25, and the company delivered a top- and bottom-line earnings beat, with the revenue of $6.04 billion coming in almost $500 million ahead of estimates. That’s a huge beat!That allowed for full-year earnings growth of roughly 500% for the year, which goes along with 69% revenue growth for 2021.Analysts currently expect revenue to grow about 14% in 2022, along with 22% earnings growth. With that in mind, an increase in oil prices will only push those expectations higher. With EOG producing so much oil domestically as well, it helps insulate it from the geopolitical issues in Eastern Europe.Moreover, energy stocks are attractive because of their mix of low valuations and strong growth. In some cases, there are also solid dividend yields and it’s worth noting EOG pays out a 2.8% yield.However, the premise of higher oil prices will increase the likelihood of future growth, which should bode well for current stock prices.Occidental Petroleum (OXY)Like EOG, Occidental just reported earnings in late February and delivered a great beat.Earnings of $1.48 per share blew past estimates of $1.10 a share, while revenue of $8.01 billion beat expectations by more than $600 million. Not to mention, Occidental increased its dividend by 1,200% — although it still yields just under 1.5%.In 2022, estimates call for another round of big growth, with earnings estimates calling for 62% growth. The stock trades at roughly 11 times 2022 earnings expectations and if oil continues higher, those growth estimates will likely tiptoe higher.Unlike Pioneer Natural Resources which is leveraging a specific region, Occidental operates all over the globe. While that creates additional risk, it also creates opportunity:“Oxy operates world-class energy and chemical assets around the globe, including in the United States, Middle East, Africa and Latin America. Over our 100-year history, we have built a vast infrastructure of integrated operations around the world that deliver reliable energy and essential products.”Devon Energy (DVN)Devon Energy is one of the mid-sized energy stocks we’re focused on. The company boasts a dividend yield north of 7%, which would typically be a red flag. However, because business is improving so much, investors are looking past this risk.That’s clear with the stock at 52-week highs, up almost 24% on the year and up almost 40% from the December low. Clearly, investors are looking at Devon Energy as an opportunity.That’s as revenue estimates are calling for growth of roughly 20% this year. Withshares trading at less than 10 times this year’s earnings expectations, analysts also expect Devon to grow the bottom line by more than 65%.With outsized earnings growth vs. revenue growth, it points to margin expansion and a nice boost in cash flow.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}