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2023-06-14

"Overvalued" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.

Stocks Are Dangerously Overvalued With More Rate Hikes To Come

2023-06-05

Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.

Tesla Up 40% Since Late-April Lows: Analyst Outlines 4 Factors That Can Keep Stock Turbocharged

2023-03-18

Really feel for the shareholders. Chaos at BBBY.

Bed Bath & Beyond Announces Reverse Stock Split Plan, Shares Drop

2023-03-08

You never lose money until you sell your shares at a loss.

Google: Hold Your Horses

2023-02-10

Hopefully this Brings benefits to Ford.

Ford Further Downsizes Rivian Stake

2023-01-23

Anytime is a good time. Time in the market beats timing the market.

Sorry, the original content has been removed

2022-12-22

Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow. Looking at these "business numbers", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.

Sorry, the original content has been removed

2022-12-17

What a change of sentiment.

Sorry, the original content has been removed

2022-12-06

One could argue they might even do better without him.

Sorry, the original content has been removed

2022-11-17

A classic case of "See the Company and Business, not the stock price".

Google Stock: Buy The Panic

2022-11-08

"Earnings rebounds won't happen overnight." How true. More pain coming in the short-term,but a upside is definitely possible given the quality of Amazon as a business.

Should You Buy Amazon Now or Wait?

2022-10-26

Short-term pain for a very possible upside long-term.

Sorry, the original content has been removed

2022-09-05

Tragic news. Condolences. 🙏🏻

Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower

2022-09-04

To consider! In times like these, having stocks with decent yield rates can be a good hedge.

7 Stocks to Buy Ahead of the Next Big Rate Hikes

2022-08-30

$Apple(AAPL)$Especially with the launch comingA stock to watch.

2022-08-17

Just crazy, really. Everything indicates a trap of sorts. Or more accurately, a super short squeeze.Timing has to be right to avoid getting Burnt.

Bed Bath & Beyond: Sell The Madness Again

2022-08-17

Don't think it could ever have been serious. 😂

Musk Says He Was Joking About Buying Manchester United

2022-08-17

Another Twitter saga incoming. 😂

Elon Musk Says He's Buying Manchester United -- Is It a Real Idea Or a Joke?

2022-08-17

$Tesla Motors(TSLA)$Especially since we are nearing the date of the split.

2022-08-15

On our very own shores!

4 Singapore Stocks You Can Buy and Hold Forever

Go to Tiger App to see more news

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or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.&nbsp;","listText":"\"Overvalued\" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.&nbsp;","text":"\"Overvalued\" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187121486024832","repostId":"2343567514","repostType":2,"repost":{"id":"2343567514","pubTimestamp":1686704403,"share":"https://www.laohu8.com/m/news/2343567514?lang=&edition=full","pubTime":"2023-06-14 09:00","market":"us","language":"en","title":"Stocks Are Dangerously Overvalued With More Rate Hikes To Come","url":"https://stock-news.laohu8.com/highlight/detail?id=2343567514","media":"Seekingalpha","summary":"Douglas Rissing The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will ","content":"<html><head></head><body><p>The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the Fed to revise its summary of economic projections to show a higher inflation outlook and more rate hikes on the dot plot.</p><p>This means that yields across the curve are likely to stay elevated and move higher in the months ahead at a time when liquidity is now being withdrawn from the overall market and equities are dangerously overvalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2120bacd7ae744d7a9b26b91f6d1a51d\" tg-width=\"640\" tg-height=\"286\"/></p><p>Bloomberg</p><h2>More Rate Hikes</h2><p>The market is not predicting a June rate hike, with the odds at just 10% as of this writing, and it seems unlikely that Fed will try and surprise the market, given its history. But Fed Fund futures are pricing a nearly 70% chance of a rate hike by July. With the next FOMC meeting coming at the end of July, the Fed will have more data to assess its projected rate path. However, given the hotter core CPI and searing labor market reports, it will probably mean that the dot plot will reflect another rate hike or two in 2023.</p><p>The reason is that core inflation is expected to remain sticky, and the Cleveland Fed estimates Core CPI for June at 5.1%. This means the chance the Fed is done raising rates seems slim at this point, and that will likely be reflected in the dot plots when the Summary of Economic Projections comes out.</p><p>Additionally, headline CPI on a non-seasonal adjusted basis rose by 0.3% in May. That has inflation rising at a 4.4% annualized rate of change over the past three and six months. This does suggest that it may be challenging to get inflation down now that it is entering this 3% to 4% range. It&#39;s important to remember that CPI on a year over year is measured on a non-seasonally adjusted basis, and using a seasonally adjusted CPI metric to annualize the rate of change may understate actual inflation due to changes in seasonal adjustments, which happened in 2022.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/538b5d9f6f2e8956f767d8f53d71b8c9\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>This is why bond yields aren&#39;t coming down and are rising following the CPI report. Especially when looking at the back of the curve, as markets price in a higher for longer monetary policy from the Fed, with the 30-year rate rising back to 3.92%. But more importantly, real rates are pushing higher, with the 10-Yr TIP rate now trading at 1.58% and approaching that critical level of resistance that could lead to a big break out and push to new highs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b14a0538cce121027cd003790fb61875\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>The 10-yr TIP is a critical rate to follow because assets such as long duration growth are priced using real rates, with the Nasdaq 100 being key. The spread between the Nasdaq 100 earnings yield and the 10-yr real yield is now at 1.93%, levels not seen since the mid-2000s, when the Nasdaq was in the middle of a valuation reset from the 2000 bubble. More importantly, the Nasdaq 100 earnings yield is 235 bps below the historical average of the last 10 years.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/763a5b0d5b2b8c255726b71f988c02aa\" tg-width=\"640\" tg-height=\"363\"/></p><p>Bloomberg</p><p>The other piece of the puzzle is that liquidity is now starting to be withdrawn from the Nasdaq 100 futures market, as measured by the depth of the book. The last time the depth of the book declined was back in August of 2022, which also marked a significant top in the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/810669f93ed838683f831e50269496db\" tg-width=\"640\" tg-height=\"480\"/></p><p>CME Group</p><p>The addition and withdrawal of liquidity in the Nasdaq futures market in August 2022 coincided with a move up and down reserve balances held at the Federal Reserve. Currently, reserve balances are likely to decline due to the refill of the Treasury General Account. Further, as we move into the quarter end, the reverse repo activity should begin to climb, leading to lower reserves.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fc60fcb97695095105c1677befc4bd5\" tg-width=\"640\" tg-height=\"294\"/></p><p>Bloomberg</p><p>The path for inflation is sticky and will continue not to be smooth, and if the current rate of changes remains, headline inflation could very well begin to accelerate in the second half of 2023 as the base effects of the first half of 2022 wane. Translating into yields staying elevated and leaving stock particularly vulnerable as the equity risk premium gets dangerously narrow and liquidity is withdrawn from the market.</p></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>Stocks Are Dangerously Overvalued With More Rate Hikes To Come</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 Are Dangerously Overvalued With More Rate Hikes To Come\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-14 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4611258-stocks-are-dangerously-overvalued-with-more-rate-hikes-to-come","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2343567514","content_text":"The CPI report shows that inflation has remained stubbornly slow to fall, with the CORE CPI rising at 5.3%, surpassing expectations for 5.2%, creating a problem for the Fed. This will likely lead the Fed to revise its summary of economic projections to show a higher inflation outlook and more rate hikes on the dot plot.This means that yields across the curve are likely to stay elevated and move higher in the months ahead at a time when liquidity is now being withdrawn from the overall market and equities are dangerously overvalued.BloombergMore Rate HikesThe market is not predicting a June rate hike, with the odds at just 10% as of this writing, and it seems unlikely that Fed will try and surprise the market, given its history. But Fed Fund futures are pricing a nearly 70% chance of a rate hike by July. With the next FOMC meeting coming at the end of July, the Fed will have more data to assess its projected rate path. However, given the hotter core CPI and searing labor market reports, it will probably mean that the dot plot will reflect another rate hike or two in 2023.The reason is that core inflation is expected to remain sticky, and the Cleveland Fed estimates Core CPI for June at 5.1%. This means the chance the Fed is done raising rates seems slim at this point, and that will likely be reflected in the dot plots when the Summary of Economic Projections comes out.Additionally, headline CPI on a non-seasonal adjusted basis rose by 0.3% in May. That has inflation rising at a 4.4% annualized rate of change over the past three and six months. This does suggest that it may be challenging to get inflation down now that it is entering this 3% to 4% range. It's important to remember that CPI on a year over year is measured on a non-seasonally adjusted basis, and using a seasonally adjusted CPI metric to annualize the rate of change may understate actual inflation due to changes in seasonal adjustments, which happened in 2022.BloombergThis is why bond yields aren't coming down and are rising following the CPI report. Especially when looking at the back of the curve, as markets price in a higher for longer monetary policy from the Fed, with the 30-year rate rising back to 3.92%. But more importantly, real rates are pushing higher, with the 10-Yr TIP rate now trading at 1.58% and approaching that critical level of resistance that could lead to a big break out and push to new highs.BloombergThe 10-yr TIP is a critical rate to follow because assets such as long duration growth are priced using real rates, with the Nasdaq 100 being key. The spread between the Nasdaq 100 earnings yield and the 10-yr real yield is now at 1.93%, levels not seen since the mid-2000s, when the Nasdaq was in the middle of a valuation reset from the 2000 bubble. More importantly, the Nasdaq 100 earnings yield is 235 bps below the historical average of the last 10 years.BloombergThe other piece of the puzzle is that liquidity is now starting to be withdrawn from the Nasdaq 100 futures market, as measured by the depth of the book. The last time the depth of the book declined was back in August of 2022, which also marked a significant top in the market.CME GroupThe addition and withdrawal of liquidity in the Nasdaq futures market in August 2022 coincided with a move up and down reserve balances held at the Federal Reserve. Currently, reserve balances are likely to decline due to the refill of the Treasury General Account. Further, as we move into the quarter end, the reverse repo activity should begin to climb, leading to lower reserves.BloombergThe path for inflation is sticky and will continue not to be smooth, and if the current rate of changes remains, headline inflation could very well begin to accelerate in the second half of 2023 as the base effects of the first half of 2022 wane. Translating into yields staying elevated and leaving stock particularly vulnerable as the equity risk premium gets dangerously narrow and liquidity is withdrawn from the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184078798917712,"gmtCreate":1685964949612,"gmtModify":1685964953318,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.&nbsp;","listText":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.&nbsp;","text":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184078798917712","repostId":"1169052173","repostType":2,"repost":{"id":"1169052173","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1685957631,"share":"https://www.laohu8.com/m/news/1169052173?lang=&edition=full","pubTime":"2023-06-05 17:33","market":"us","language":"en","title":"Tesla Up 40% Since Late-April Lows: Analyst Outlines 4 Factors That Can Keep Stock Turbocharged","url":"https://stock-news.laohu8.com/highlight/detail?id=1169052173","media":"Benzinga","summary":"ZINGER KEY POINTSTesla should deliver above Street's volume expectations if the stock has to continu","content":"<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>Tesla should deliver above Street&#39;s volume expectations if the stock has to continue its uptrend, says Future Fund&#39;s Gary Black.</p></li><li><p>He recommends using global EV adoption and Tesla’s EV segment share to predict future volumes.</p></li></ul><p><strong>Tesla, Inc. </strong>shares have been on a tear in recent sessionsand an analyst weighed in on what would keep the stock ticking up.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>For Tesla’s stock to go higher, the electric vehicle maker&#39;s volumes have to grow by more than 39% in 2023 and more than 27% in 2024, which is the current Wall Street consensus, said fund manager <strong>Gary Black</strong> in a tweet. The other positive influences the Tesla bull mentioned include:</p><ul><li><p>22% Compounded annual growth rate of volume between 2023 and 2027</p></li><li><p>Stable ASPs</p></li><li><p>Gross margin, excluding regulatory credits, rising</p></li></ul><p style=\"text-align: start;\">&#34;Any combo of global EV adoption, $TSLA EV share, or overall TSLA share growth above this level of [delivery] growth will be viewed positively,&#34; the fund manager said.</p><p><strong>2-Variable Forecasting</strong>: Black noted that analysts have been using global EV adoption and Tesla&#39;s EV segment share to predict future volumes for years.</p><p>&#34;Any combo of EV adoption and TSLA EV share that delivers that level of vol growth or higher is positive for $TSLA stock,&#34; he said.</p><p style=\"text-align: start;\">Using two variables for forecasting rather than one is generally accurate, Black said. He noted that <strong>Apple </strong>investors have been forecasting smartphone adoption and the company&#39;s smartphone share for years to predict iPhone shipments.</p><p style=\"text-align: start;\">&#34;Even if TSLA BEV share falls modestly TSLA stock can do well if soaring EV adoption offsets it,&#34; he said.</p><p style=\"text-align: start;\">Tesla shares bottomed at $152.37 (intraday basis) on April 27 and have soared over 40% as they ended Friday&#39;s session at $213.97.</p><p style=\"text-align: start;\">In premarket trading on Monday, Tesla shares edged up 0.69% to $215.45, according to Benzinga Pro data.</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 Up 40% Since Late-April Lows: Analyst Outlines 4 Factors That Can Keep Stock Turbocharged</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 Up 40% Since Late-April Lows: Analyst Outlines 4 Factors That Can Keep Stock Turbocharged\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2023-06-05 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul><li><p>Tesla should deliver above Street&#39;s volume expectations if the stock has to continue its uptrend, says Future Fund&#39;s Gary Black.</p></li><li><p>He recommends using global EV adoption and Tesla’s EV segment share to predict future volumes.</p></li></ul><p><strong>Tesla, Inc. </strong>shares have been on a tear in recent sessionsand an analyst weighed in on what would keep the stock ticking up.</p><p style=\"text-align: start;\"><strong>What Happened: </strong>For Tesla’s stock to go higher, the electric vehicle maker&#39;s volumes have to grow by more than 39% in 2023 and more than 27% in 2024, which is the current Wall Street consensus, said fund manager <strong>Gary Black</strong> in a tweet. The other positive influences the Tesla bull mentioned include:</p><ul><li><p>22% Compounded annual growth rate of volume between 2023 and 2027</p></li><li><p>Stable ASPs</p></li><li><p>Gross margin, excluding regulatory credits, rising</p></li></ul><p style=\"text-align: start;\">&#34;Any combo of global EV adoption, $TSLA EV share, or overall TSLA share growth above this level of [delivery] growth will be viewed positively,&#34; the fund manager said.</p><p><strong>2-Variable Forecasting</strong>: Black noted that analysts have been using global EV adoption and Tesla&#39;s EV segment share to predict future volumes for years.</p><p>&#34;Any combo of EV adoption and TSLA EV share that delivers that level of vol growth or higher is positive for $TSLA stock,&#34; he said.</p><p style=\"text-align: start;\">Using two variables for forecasting rather than one is generally accurate, Black said. He noted that <strong>Apple </strong>investors have been forecasting smartphone adoption and the company&#39;s smartphone share for years to predict iPhone shipments.</p><p style=\"text-align: start;\">&#34;Even if TSLA BEV share falls modestly TSLA stock can do well if soaring EV adoption offsets it,&#34; he said.</p><p style=\"text-align: start;\">Tesla shares bottomed at $152.37 (intraday basis) on April 27 and have soared over 40% as they ended Friday&#39;s session at $213.97.</p><p style=\"text-align: start;\">In premarket trading on Monday, Tesla shares edged up 0.69% to $215.45, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169052173","content_text":"ZINGER KEY POINTSTesla should deliver above Street's volume expectations if the stock has to continue its uptrend, says Future Fund's Gary Black.He recommends using global EV adoption and Tesla’s EV segment share to predict future volumes.Tesla, Inc. shares have been on a tear in recent sessionsand an analyst weighed in on what would keep the stock ticking up.What Happened: For Tesla’s stock to go higher, the electric vehicle maker's volumes have to grow by more than 39% in 2023 and more than 27% in 2024, which is the current Wall Street consensus, said fund manager Gary Black in a tweet. The other positive influences the Tesla bull mentioned include:22% Compounded annual growth rate of volume between 2023 and 2027Stable ASPsGross margin, excluding regulatory credits, rising\"Any combo of global EV adoption, $TSLA EV share, or overall TSLA share growth above this level of [delivery] growth will be viewed positively,\" the fund manager said.2-Variable Forecasting: Black noted that analysts have been using global EV adoption and Tesla's EV segment share to predict future volumes for years.\"Any combo of EV adoption and TSLA EV share that delivers that level of vol growth or higher is positive for $TSLA stock,\" he said.Using two variables for forecasting rather than one is generally accurate, Black said. He noted that Apple investors have been forecasting smartphone adoption and the company's smartphone share for years to predict iPhone shipments.\"Even if TSLA BEV share falls modestly TSLA stock can do well if soaring EV adoption offsets it,\" he said.Tesla shares bottomed at $152.37 (intraday basis) on April 27 and have soared over 40% as they ended Friday's session at $213.97.In premarket trading on Monday, Tesla shares edged up 0.69% to $215.45, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943302978,"gmtCreate":1679094562694,"gmtModify":1679094567009,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Really feel for the shareholders. Chaos at BBBY.&nbsp;","listText":"Really feel for the shareholders. Chaos at BBBY.&nbsp;","text":"Really feel for the shareholders. Chaos at BBBY.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943302978","repostId":"2320538482","repostType":2,"repost":{"id":"2320538482","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":1679094352,"share":"https://www.laohu8.com/m/news/2320538482?lang=&edition=full","pubTime":"2023-03-18 07:05","market":"us","language":"en","title":"Bed Bath & Beyond Announces Reverse Stock Split Plan, Shares Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=2320538482","media":"Reuters","summary":"March 17 (Reuters) - Bed Bath & Beyond said on Friday it was seeking shareholder approval for a reve","content":"<html><head></head><body><p>March 17 (Reuters) - Bed Bath &amp; Beyond said on Friday it was seeking shareholder approval for a reverse stock split, sending the struggling retailer&#39;s shares 17% lower in extended trading.</p><p><img src=\"https://static.tigerbbs.com/c941a842f30dc42bd9699c278b50f268\" tg-width=\"832\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>The company plans to hold a special meeting on March 27 to determine the split at a ratio in the range of 1-for-5 to 1-for-10, with the final ratio to be decided by the board.</p><p>The news comes less than two weeks after it was announced that the stock would be removed from the small-cap S&amp;P 600 index, following a near 60% plunge this year as the retailer fights to stave off bankruptcy.</p><p>&#34;The board believes that the reverse stock split will likely result in a higher per-share trading price, which is intended to generate greater investor interest in the company,&#34; Bed Bath &amp; Beyond said in a regulatory filing.</p><p>CEO Sue Gove said the move would enable the company to continue rebuilding liquidity to execute its turnaround plans and better position it financially.</p><p>In February, the company said it was planning to raise some $1 billion through an offering of preferred stock and warrants. So far, it has raised $360 million out of the planned total.</p><p>Bed Bath &amp; Beyond shot to popularity in the 1990s as a go-to shopping destination for couples making wedding registries and planning for new babies, but it has seen demand dwindle as its merchandising strategy to sell more store-branded products flopped.</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>Bed Bath & Beyond Announces Reverse Stock Split Plan, Shares Drop</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\">\nBed Bath & Beyond Announces Reverse Stock Split Plan, Shares Drop\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\">2023-03-18 07:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 17 (Reuters) - Bed Bath &amp; Beyond said on Friday it was seeking shareholder approval for a reverse stock split, sending the struggling retailer&#39;s shares 17% lower in extended trading.</p><p><img src=\"https://static.tigerbbs.com/c941a842f30dc42bd9699c278b50f268\" tg-width=\"832\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>The company plans to hold a special meeting on March 27 to determine the split at a ratio in the range of 1-for-5 to 1-for-10, with the final ratio to be decided by the board.</p><p>The news comes less than two weeks after it was announced that the stock would be removed from the small-cap S&amp;P 600 index, following a near 60% plunge this year as the retailer fights to stave off bankruptcy.</p><p>&#34;The board believes that the reverse stock split will likely result in a higher per-share trading price, which is intended to generate greater investor interest in the company,&#34; Bed Bath &amp; Beyond said in a regulatory filing.</p><p>CEO Sue Gove said the move would enable the company to continue rebuilding liquidity to execute its turnaround plans and better position it financially.</p><p>In February, the company said it was planning to raise some $1 billion through an offering of preferred stock and warrants. So far, it has raised $360 million out of the planned total.</p><p>Bed Bath &amp; Beyond shot to popularity in the 1990s as a go-to shopping destination for couples making wedding registries and planning for new babies, but it has seen demand dwindle as its merchandising strategy to sell more store-branded products flopped.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4178":"家庭装饰零售","BK4547":"WSB热门概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2320538482","content_text":"March 17 (Reuters) - Bed Bath & Beyond said on Friday it was seeking shareholder approval for a reverse stock split, sending the struggling retailer's shares 17% lower in extended trading.The company plans to hold a special meeting on March 27 to determine the split at a ratio in the range of 1-for-5 to 1-for-10, with the final ratio to be decided by the board.The news comes less than two weeks after it was announced that the stock would be removed from the small-cap S&P 600 index, following a near 60% plunge this year as the retailer fights to stave off bankruptcy.\"The board believes that the reverse stock split will likely result in a higher per-share trading price, which is intended to generate greater investor interest in the company,\" Bed Bath & Beyond said in a regulatory filing.CEO Sue Gove said the move would enable the company to continue rebuilding liquidity to execute its turnaround plans and better position it financially.In February, the company said it was planning to raise some $1 billion through an offering of preferred stock and warrants. So far, it has raised $360 million out of the planned total.Bed Bath & Beyond shot to popularity in the 1990s as a go-to shopping destination for couples making wedding registries and planning for new babies, but it has seen demand dwindle as its merchandising strategy to sell more store-branded products flopped.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949995304,"gmtCreate":1678286011909,"gmtModify":1678286016878,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"You never lose money until you sell your shares at a loss.&nbsp;","listText":"You never lose money until you sell your shares at a loss.&nbsp;","text":"You never lose money until you sell your shares at a loss.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949995304","repostId":"1183441715","repostType":4,"repost":{"id":"1183441715","pubTimestamp":1678284403,"share":"https://www.laohu8.com/m/news/1183441715?lang=&edition=full","pubTime":"2023-03-08 22:06","market":"us","language":"en","title":"Google: Hold Your Horses","url":"https://stock-news.laohu8.com/highlight/detail?id=1183441715","media":"Seeking Alpha","summary":"SummaryShort interest in Alphabet has surged by 10.4% in the latest cycle.It seems like the Street i","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Short interest in Alphabet has surged by 10.4% in the latest cycle.</li><li>It seems like the Street is expecting Alphabet&#39;s shares to remain subdued in the near future.</li><li>Investors may want to rethink their thesis in the name.</li></ul><p>Alphabet&#39;s (NASDAQ: GOOGL) (NASDAQ: GOOG) shares are down nearly 30% over the past year, but the shareholder&#39;s pain might still continue. Latest data reveals that short interest in the stock surged by over 10% in the last reporting cycle. This indicates that market participants have actively shorted Alphabet&#39;s stock in recent weeks and suggests that they anticipate the downtrend to continue in the near future as well. This should come across as a concerning sign for Alphabet&#39;s long-side investors. Let&#39;s take a closer look to gain a better understanding of it all.</p><p><b>Rise Of The Shorts</b></p><p>For the uninitiated, short interest is basically the total number of short positions that are open and are yet to be covered at the end of each reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a stock with the anticipation of profiting from a swift decline in the underlying stock&#39;s value. Conversely, a notable decline in the metric indicates that market participants have actively wound up their short positions in the concerned stock as, perhaps, they feel it has become fairly or even undervalued. So, the short interest metric basically helps us in gauging the Street&#39;s ever-evolving sentiment pertaining to any given stock.</p><p>Coming to Alphabet, its short interest amounted to 41.39 million at the end of the last reporting cycle, which was up10.4%sequentially. As a personal rule of thumb, I consider short interest fluctuations to be material if they move in excess of 10% in either direction. So, Alphabet met that threshold this time around, which is why it caught my attention. Also, for the record, the data being referenced here is from the cycle ending mid-February and the data was disseminated in the public domain less than a week ago as of this writing. So, the data is still fresh and relevant to our discussion here.</p><p>Having said that, I wanted to understand if market participants grew bearish specifically on Alphabet or on the entire industry in general. After all, if the Street had placed bearish bets on the entire industry, then Alphabet wouldn&#39;t stand out, we&#39;d consider it a cyclical industry trend and our discussion would end right here. So, I compiled the short interest data for 50 US-listed stocks that are classified in the Internet Content industry.</p><p><img src=\"https://static.tigerbbs.com/6e9e37d836984e99dc9af85871b2fc63\" tg-width=\"343\" tg-height=\"779\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Finra website</p><p>The results were rather interesting. Out of the 50 stocks in our study group, a staggering 38 stocks saw a reduction in their short interest figures. Alphabet happens to be in the group of remaining 12 stocks that saw a short interest buildup in the last cycle. This is a clear indication that a broad swath of market participants grew neutral or even bullish on a lot many names in the Internet content industry, but they particularly grew bearish on Alphabet in recent weeks.</p><p>Now that we&#39;ve established this fact, we&#39;re led to another important question - why is the Street placing bearish bets against Alphabet in the first place?</p><p><b>Reasons for Pessimism</b></p><p>There are broadly three reasons, in my opinion, that have resulted in heightened shorting activity in Alphabet of late. First, Microsoft announced its multi-billion-dollar investment in a highly popular AI tool called ChatGPT nearly 6 weeks ago. It opens a plethora of opportunities for Microsoft (MSFT) - such as a more powerful search engine, enhanced grammar correction suggestions in MS Word, targeted advertising capabilities - all of which pose serious risks to many of Google&#39;s services and threatens its core search business.</p><p>Google tried to showcase the capabilities of its own AI-bot called Bard last month, in an attempt to take on ChatGPT, but it showed inaccurate results which brought along more harm than good. Investors are now wondering if Google&#39;s Bard will be ready for release anytime this year, and if it&#39;ll be capable enough to compete with the already popular ChatGPT. This heightened fear, due to ChatGPT&#39;s success and Bard&#39;s failure, is the main reason that&#39;s driving shorting activity in Alphabet of late.</p><p>Secondly, as we companies continued to post their Q4 results throughout January and February, it became clear that Alphabet significantly underperformed its prominent rivals in its latest quarter. For instance, Google Search and YouTube Ads revenue during Q4 were down 1.6% and 7.8% year over year, respectively. On the other hand, Microsoft&#39;s search advertising and Amazon&#39;s (AMZN) advertising services segments posted much higher revenue growth rates of 5.2% and 18.9%, respectively. A similar picture emerged when we looked at quarter on quarter growth rates as well. This suggests that advertisers are preferring Microsoft and Amazon over Google, arguably in search of better returns on their advertising investment.</p><p><img src=\"https://static.tigerbbs.com/9e36ba17c8fe7e37ce32038b5ed65b39\" tg-width=\"632\" tg-height=\"213\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p>If this underperformance continues in future quarters as well, then Alphabet&#39;s growth prospects would be in question and investors would begin to rethink their thesis in the name. In my opinion, this added uncertainty is another reason that attracted short-side market participants to Alphabet in recent weeks.</p><p>Lastly, Alphabet&#39;s shares are trading at 4.25-times its trailing twelve months at the time of this writing. While this may seem low when in isolation, it&#39;s actually much higher than Amazon&#39;s multiple of 1.8-times. I say this because Amazon outperformed Google in the search business during Q4, and there&#39;s a good chance that it&#39;ll continue to do so in the future as well. So, I opine that Alphabet&#39;s valuation would need to contract by way of sales growth or price correction, to be valued fairly at least in terms of Price-to-Sales metric.</p><p><img src=\"https://static.tigerbbs.com/d9a89c41af8b56d54927be473a1fea47\" tg-width=\"640\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BusinessQuant.com</p><p><b>Final Thoughts</b></p><p>I&#39;d like to clarify that short interest data is based on trades that have already taken place in the past, and it isn&#39;t always indicative of future price action. But the fact that short interest in Alphabet has spiked of late, suggests the Street has grown bearish on the name or at least skeptical about its prospects. This should encourage readers and investors to rethink their thesis for Alphabet, to avoid being on the wrong side of the trade direction. For now, I remain neutral on the stock and will closely watch subsequent short interest reports on the name. Good Luck!</p></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>Google: Hold Your Horses</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\">\nGoogle: Hold Your Horses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-08 22:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4585140-google-stock-hold-your-horses><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShort interest in Alphabet has surged by 10.4% in the latest cycle.It seems like the Street is expecting Alphabet's shares to remain subdued in the near future.Investors may want to rethink ...</p>\n\n<a href=\"https://seekingalpha.com/article/4585140-google-stock-hold-your-horses\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4585140-google-stock-hold-your-horses","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183441715","content_text":"SummaryShort interest in Alphabet has surged by 10.4% in the latest cycle.It seems like the Street is expecting Alphabet's shares to remain subdued in the near future.Investors may want to rethink their thesis in the name.Alphabet's (NASDAQ: GOOGL) (NASDAQ: GOOG) shares are down nearly 30% over the past year, but the shareholder's pain might still continue. Latest data reveals that short interest in the stock surged by over 10% in the last reporting cycle. This indicates that market participants have actively shorted Alphabet's stock in recent weeks and suggests that they anticipate the downtrend to continue in the near future as well. This should come across as a concerning sign for Alphabet's long-side investors. Let's take a closer look to gain a better understanding of it all.Rise Of The ShortsFor the uninitiated, short interest is basically the total number of short positions that are open and are yet to be covered at the end of each reporting cycle. A sharp rise in the metric indicates that market participants actively shorted a stock with the anticipation of profiting from a swift decline in the underlying stock's value. Conversely, a notable decline in the metric indicates that market participants have actively wound up their short positions in the concerned stock as, perhaps, they feel it has become fairly or even undervalued. So, the short interest metric basically helps us in gauging the Street's ever-evolving sentiment pertaining to any given stock.Coming to Alphabet, its short interest amounted to 41.39 million at the end of the last reporting cycle, which was up10.4%sequentially. As a personal rule of thumb, I consider short interest fluctuations to be material if they move in excess of 10% in either direction. So, Alphabet met that threshold this time around, which is why it caught my attention. Also, for the record, the data being referenced here is from the cycle ending mid-February and the data was disseminated in the public domain less than a week ago as of this writing. So, the data is still fresh and relevant to our discussion here.Having said that, I wanted to understand if market participants grew bearish specifically on Alphabet or on the entire industry in general. After all, if the Street had placed bearish bets on the entire industry, then Alphabet wouldn't stand out, we'd consider it a cyclical industry trend and our discussion would end right here. So, I compiled the short interest data for 50 US-listed stocks that are classified in the Internet Content industry.Finra websiteThe results were rather interesting. Out of the 50 stocks in our study group, a staggering 38 stocks saw a reduction in their short interest figures. Alphabet happens to be in the group of remaining 12 stocks that saw a short interest buildup in the last cycle. This is a clear indication that a broad swath of market participants grew neutral or even bullish on a lot many names in the Internet content industry, but they particularly grew bearish on Alphabet in recent weeks.Now that we've established this fact, we're led to another important question - why is the Street placing bearish bets against Alphabet in the first place?Reasons for PessimismThere are broadly three reasons, in my opinion, that have resulted in heightened shorting activity in Alphabet of late. First, Microsoft announced its multi-billion-dollar investment in a highly popular AI tool called ChatGPT nearly 6 weeks ago. It opens a plethora of opportunities for Microsoft (MSFT) - such as a more powerful search engine, enhanced grammar correction suggestions in MS Word, targeted advertising capabilities - all of which pose serious risks to many of Google's services and threatens its core search business.Google tried to showcase the capabilities of its own AI-bot called Bard last month, in an attempt to take on ChatGPT, but it showed inaccurate results which brought along more harm than good. Investors are now wondering if Google's Bard will be ready for release anytime this year, and if it'll be capable enough to compete with the already popular ChatGPT. This heightened fear, due to ChatGPT's success and Bard's failure, is the main reason that's driving shorting activity in Alphabet of late.Secondly, as we companies continued to post their Q4 results throughout January and February, it became clear that Alphabet significantly underperformed its prominent rivals in its latest quarter. For instance, Google Search and YouTube Ads revenue during Q4 were down 1.6% and 7.8% year over year, respectively. On the other hand, Microsoft's search advertising and Amazon's (AMZN) advertising services segments posted much higher revenue growth rates of 5.2% and 18.9%, respectively. A similar picture emerged when we looked at quarter on quarter growth rates as well. This suggests that advertisers are preferring Microsoft and Amazon over Google, arguably in search of better returns on their advertising investment.BusinessQuant.comIf this underperformance continues in future quarters as well, then Alphabet's growth prospects would be in question and investors would begin to rethink their thesis in the name. In my opinion, this added uncertainty is another reason that attracted short-side market participants to Alphabet in recent weeks.Lastly, Alphabet's shares are trading at 4.25-times its trailing twelve months at the time of this writing. While this may seem low when in isolation, it's actually much higher than Amazon's multiple of 1.8-times. I say this because Amazon outperformed Google in the search business during Q4, and there's a good chance that it'll continue to do so in the future as well. So, I opine that Alphabet's valuation would need to contract by way of sales growth or price correction, to be valued fairly at least in terms of Price-to-Sales metric.BusinessQuant.comFinal ThoughtsI'd like to clarify that short interest data is based on trades that have already taken place in the past, and it isn't always indicative of future price action. But the fact that short interest in Alphabet has spiked of late, suggests the Street has grown bearish on the name or at least skeptical about its prospects. This should encourage readers and investors to rethink their thesis for Alphabet, to avoid being on the wrong side of the trade direction. For now, I remain neutral on the stock and will closely watch subsequent short interest reports on the name. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9954349697,"gmtCreate":1676029536319,"gmtModify":1676029539909,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Hopefully this Brings benefits to Ford.&nbsp;","listText":"Hopefully this Brings benefits to Ford.&nbsp;","text":"Hopefully this Brings benefits to Ford.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954349697","repostId":"1117826893","repostType":4,"repost":{"id":"1117826893","pubTimestamp":1676028181,"share":"https://www.laohu8.com/m/news/1117826893?lang=&edition=full","pubTime":"2023-02-10 19:23","market":"us","language":"en","title":"Ford Further Downsizes Rivian Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1117826893","media":"Seeking Alpha","summary":"Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: ","content":"<html><head></head><body><p>Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter&#39;s latest regulatory filing.</p><p>Rivian disclosed Ford now has a 1.15% stake in the company with ownership of around 10.5M shares. Ford held 86.9M shares worth a 9.49% stake in Rivian near the end of last year.</p><p>Ford (F) has been driving down its stake in the EV automaker amid mounting losses. In 2022 it recorded a$7.4B mark-to-market net loss on its Rivian (RIVN), accounting for most of the $12.2B in pre-tax special item charges.</p><p>In an earnings call following its Q4 results, Ford&#39;s (F) CFO John Lawler said &#34;the monetization of our Rivian stake [...] is now nearly complete.&#34;</p><p>Rivian (RIVN) shares have fallen nearly-70% in the past 12 months, and at the start of February, a Reuters report suggested the company is reducing its headcount by 6%. Amid price cuts across the EV space, the path to profitability for the money-losing manufacturer has become increasingly uncertain.</p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ford Further Downsizes Rivian Stake</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\">\nFord Further Downsizes Rivian Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-10 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter's latest regulatory filing.Rivian disclosed Ford now has a 1.15% stake...</p>\n\n<a href=\"https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","RIVN":"Rivian Automotive, Inc."},"source_url":"https://seekingalpha.com/news/3934686-ford-further-downsizes-rivian-stake","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117826893","content_text":"Ford Motor (NYSE: F) has lowered its interest further in struggling EV manufacturer Rivian (NASDAQ: RIVN) according to the latter's latest regulatory filing.Rivian disclosed Ford now has a 1.15% stake in the company with ownership of around 10.5M shares. Ford held 86.9M shares worth a 9.49% stake in Rivian near the end of last year.Ford (F) has been driving down its stake in the EV automaker amid mounting losses. In 2022 it recorded a$7.4B mark-to-market net loss on its Rivian (RIVN), accounting for most of the $12.2B in pre-tax special item charges.In an earnings call following its Q4 results, Ford's (F) CFO John Lawler said \"the monetization of our Rivian stake [...] is now nearly complete.\"Rivian (RIVN) shares have fallen nearly-70% in the past 12 months, and at the start of February, a Reuters report suggested the company is reducing its headcount by 6%. Amid price cuts across the EV space, the path to profitability for the money-losing manufacturer has become increasingly uncertain.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952302881,"gmtCreate":1674432097043,"gmtModify":1676538939962,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Anytime is a good time.&nbsp; Time in the market beats timing the market.&nbsp;","listText":"Anytime is a good time.&nbsp; Time in the market beats timing the market.&nbsp;","text":"Anytime is a good time. Time in the market beats timing the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952302881","repostId":"1119216652","repostType":2,"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922336134,"gmtCreate":1671686452628,"gmtModify":1676538576412,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow.&nbsp; Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.&nbsp;","listText":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow.&nbsp; Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.&nbsp;","text":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow. Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":29,"commentSize":24,"repostSize":0,"link":"https://ttm.financial/post/9922336134","repostId":"2293234635","repostType":2,"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928824377,"gmtCreate":1671244247699,"gmtModify":1676538514708,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"What a change of sentiment.&nbsp;","listText":"What a change of sentiment.&nbsp;","text":"What a change of sentiment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928824377","repostId":"1108538499","repostType":2,"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967664004,"gmtCreate":1670317589609,"gmtModify":1676538343166,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"One could argue they might even do better without him.&nbsp;","listText":"One could argue they might even do better without him.&nbsp;","text":"One could argue they might even do better without him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967664004","repostId":"1114910921","repostType":4,"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963630784,"gmtCreate":1668656822349,"gmtModify":1676538092335,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"A classic case of \"See the Company&nbsp;and Business, not the stock price\".","listText":"A classic case of \"See the Company&nbsp;and Business, not the stock price\".","text":"A classic case of \"See the Company and Business, not the stock price\".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963630784","repostId":"2284341781","repostType":2,"repost":{"id":"2284341781","pubTimestamp":1668656273,"share":"https://www.laohu8.com/m/news/2284341781?lang=&edition=full","pubTime":"2022-11-17 11:37","market":"us","language":"en","title":"Google Stock: Buy The Panic","url":"https://stock-news.laohu8.com/highlight/detail?id=2284341781","media":"Seeking Alpha","summary":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current ","content":"<html><head></head><body><p>Summary</p><ul><li>Alphabet’s stock is down 32% YTD; we recommend investors buy the pullback.</li><li>We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.</li><li>We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.</li><li>We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.</li><li>While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.</li><li>We’re bullish on Alphabet Inc. (&#34;Google&#34;). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.</li></ul><p>Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.</p><p>On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don&#39;t expect Alphabet&#39;s stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.</p><h2><b>Google Ads is a double-edged sword</b></h2><p>Alphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.</p><p>We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.</p><h2><b>Google Cloud is a revenue driver, in progress</b></h2><p>Despite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.<img src=\"https://static.tigerbbs.com/762357bfb2631093869c73cab5410228\" tg-width=\"557\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>GOOG earnings 3Q22</p><p>Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.</p><p><img src=\"https://static.tigerbbs.com/dab86ddd709cd11d8a7b32bd68d1a389\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Synergy Research Group</p><p>Alphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.</p><h2><b>Risks to our bullish sentiment </b></h2><p>Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet&#39;s stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.</p><h2><b>Stock pullback</b></h2><p>Alphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.</p><p>The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.</p><p><img src=\"https://static.tigerbbs.com/77f8b2d875dd43c7a4667a7d94a9f314\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>TechStockPros<img src=\"https://static.tigerbbs.com/f112d6f34e8a4e30a34eca0fab9334a0\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Attractive valuation </b></h2><p>Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.</p><p>The following graph outlines Alphabet’s valuation compared to the peer group.</p><p><img src=\"https://static.tigerbbs.com/c6f5d87c51846fb7b16e310b2c1bb1f6\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>Word on Wall Street</b></h2><p>Wall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.</p><p>The following tables outline Alphabet’s sell-side ratings and price targets.</p><p><img src=\"https://static.tigerbbs.com/c971e14f5b2e02b96b5d9329446a07b1\" tg-width=\"566\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2><b>What to do with the stock</b></h2><p>While Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.</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>Google Stock: Buy The Panic</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\">\nGoogle Stock: Buy The Panic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-17 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4558393-google-stock-buy-the-panic><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two ...</p>\n\n<a href=\"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4558393-google-stock-buy-the-panic","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284341781","content_text":"SummaryAlphabet’s stock is down 32% YTD; we recommend investors buy the pullback.We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet’s two main revenue drivers: Google Ads and Google Cloud.We’re constructive on Alphabet’s position to grow as it leverages its online platforms to become the go-to advertisement platform and increase advertising revenue once macroeconomic headwinds ease.We like Alphabet’s position in the cloud market. We expect Alphabet to benefit from the global shift to the cloud.While the Alphabet stock price is still volatile in the near term, we believe the worst is priced in and recommend investors take advantage of the pullback.We’re bullish on Alphabet Inc. (\"Google\"). Cutting out all the market noise, we believe Alphabet is one of the better-positioned companies to grow through 2023.Our bullish sentiment on the stock comes from two sources: Google Ads and Google Cloud. On the one hand, Google Ads is the company’s bread and butter, accounting for almost 79% of Alphabet’s 3Q22 revenue. While Google Ads has been Alphabet’s revenue driver, it is also the reason the company missed revenue expectations by around 10%. We believe macroeconomic headwinds have heavily bit into advertising spending this quarter. We expect Alphabet to enjoy demand tailwinds in its advertisement revenue as soon as market tension eases.On the other hand, we expect Google Cloud to be a future revenue driver. The cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027, and we believe Google Cloud will benefit from the global shift to the cloud. We don't expect Alphabet's stock to rally before 1H23, but we believe Alphabet’s current valuation provides an attractive entry point to invest in Alphabet’s 2023 growth.Google Ads is a double-edged swordAlphabet’s stock dropped around 7% in extended earnings the day after the company reported earnings for 3Q22- we believe the disappointing quarter was primarily the result of weakening advertising spending. We interact with Alphabet on several platforms a day; the company makes the bulk of its revenue through being an attractive advertising platform. Inflationary pressures hiked interest rates, and the overall macroeconomic environment caused advertising spending to weaken.We believe the weak advertising spending gate lowers Alphabet’s double-digit growth. Yet, Alphabet remains a lucrative advertisement platform, and hence we expect Alphabet’s Google Ads to pick up when macroeconomic headwinds ease. Very few people can say they’ve never used Google- the company’s broad customer base makes it highly lucrative to the global digital advertising market, estimated to grow at a CAGR of 13.9%. We expect most of the Google Ad weakness has been priced into the stock and believe Alphabet’s pullback creates an attractive entry point.Google Cloud is a revenue driver, in progressDespite Alphabet’s overall revenue growth slowing to 6% this quarter, Google Cloud grew an impressive 38% despite macroeconomic headwinds. We expect Google Cloud to be the second leg of the table for Alphabet going forward. The following table outlines Alphabet’s revenue by segment in 3Q22.GOOG earnings 3Q22Long-term global digitalization trends are driving cloud adoption; the cloud market is estimated to grow at a CAGR of 17.9% between 2022-2027. Google Cloud is the third largest player in the global public cloud market, after Microsoft’s Azure (MSFT) and Amazon’s AWS (AMZN). Alphabet’s a distant third, with only 10% of the market share. However, with the cloud market booming, we believe there’s plenty of room for market share growth.Synergy Research GroupAlphabet CEO Sundar Pichai emphasized how cloud growth is a key priority for the company going forward. Google Cloud encompasses Google’s infrastructure and platform services, collaboration tools, and other services for enterprise customers. We expect cloud spending to be weakened by current macroeconomic headwinds and sluggish consumer spending, and expect this will impact Alphabet alongside Microsoft and Amazon. Despite headwinds, Google’s Cloud 38% growth Y/Y outperformed Microsoft’s Cloud growth of 20%. Alphabet has a small base compared to Microsoft and Amazon, and we believe the company has a long way to go before it can become first or second place in the market. Yet, we believe the growth opportunities in the cloud market make it realistic for Google Cloud to grow meaningfully in 2023.Risks to our bullish sentiment Alphabet’s underwhelming earnings report in 3Q22 instigated a harsh market reaction. We believe Alphabet's stock price remains volatile towards the end of the year, but we expect the pullback creates an attractive entry point into Alphabet’s 2023 growth. We believe the company’s main near-term risks are weakening advertising spending and potential Cloud CAPEX cuts due to weakening consumer spending and macroeconomic headwinds. We’re not too worried about the company, as we believe Alphabet’s focus on expanding its cloud presence serves as a long-term growth driver. We also believe the company’s advertisement revenue will rally when markets pick up.Stock pullbackAlphabet grew almost 99% over the past year. YTD, the stock is down around 32%, alongside the larger tech peer group. YTD, Alphabet’s two largest competitions in the cloud and advertisement space are also in negative territory, with Microsoft dropping around 28% and Amazon around 41%. We attribute the declines across the board to the harsh macroeconomic environment and spending cuts on advertising. We recommend investors buy Alphabet’s stock pullback.The following graphs outline Alphabet’s five-year and YTD stock performance alongside the competition.TechStockProsAttractive valuation Alphabet is relatively cheap, trading at 16.1x C2024 EPS $6.13 on a P/E basis compared to the peer group average of 19.5x. On EV/Sales, the stock is trading at 3.3x C2024 compared to the peer group average of 4.3x. We like Alphabet’s valuation and believe the stock provides an attractive entry point into one of the largest tech companies at a discount.The following graph outlines Alphabet’s valuation compared to the peer group.Word on Wall StreetWall Street shares our bullish sentiment on Alphabet. Of the 48 analysts covering the stock, 44 are buy-rated, and four are hold-rated. The stock is currently trading at $98. The median and mean sell-side price targets are set at $129 with a potential upside of 32%.The following tables outline Alphabet’s sell-side ratings and price targets.What to do with the stockWhile Alphabet’s had a rough quarter, we expect the company will grow meaningfully in 2023 on the back of Google Cloud and the recovery of advertising markets for Google Ads. The stock price remains volatile in the near term, but we believe the company’s valuation is being overlooked. Alphabet is trading cheaply relative to the peer group, and we believe the pullback creates an attractive entry point into the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987678277,"gmtCreate":1667907256000,"gmtModify":1676537982730,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"\"Earnings rebounds won't happen overnight.\" How true. More pain coming in the short-term,but a upside is definitely possible given the quality of Amazon as a business.&nbsp;","listText":"\"Earnings rebounds won't happen overnight.\" How true. More pain coming in the short-term,but a upside is definitely possible given the quality of Amazon as a business.&nbsp;","text":"\"Earnings rebounds won't happen overnight.\" How true. More pain coming in the short-term,but a upside is definitely possible given the quality of Amazon as a business.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987678277","repostId":"2281998894","repostType":4,"repost":{"id":"2281998894","pubTimestamp":1667906036,"share":"https://www.laohu8.com/m/news/2281998894?lang=&edition=full","pubTime":"2022-11-08 19:13","market":"us","language":"en","title":"Should You Buy Amazon Now or Wait?","url":"https://stock-news.laohu8.com/highlight/detail?id=2281998894","media":"Motley Fool","summary":"Amazon has delivered gains of more than 600% over the past 10 years.","content":"<html><head></head><body><p><b>Amazon</b> has proven it can be a great long-term investment. The e-commerce giant&#39;s stock price climbed more than 600% over the past decade. In recent times, though, Amazon has put more frowns than smiles on investors&#39; faces. That&#39;s because higher inflation and today&#39;s general economic environment have weighed on earnings.</p><p>That said, Amazon still is a leader in two high-growth markets: e-commerce and cloud computing. And future prospects look bright. So now the question is: Should you buy Amazon stock right away or wait?</p><h2>A key profit driver</h2><p>First, a look into Amazon&#39;s past. The company has grown earnings over time into billions of dollars.</p><p>Amazon is most known for its e-commerce business. But the cloud computing business -- Amazon Web Services (AWS) -- actually is the company&#39;s biggest profit driver. Last year, for example, it accounted for more than 70% of Amazon&#39;s operating income. Amazon also generates sales through advertising on its e-commerce platform and subscription services like the Amazon Prime membership program.</p><p>This whole package helped Amazon increase its return on invested capital over time -- until about a year ago.</p><p><img src=\"https://static.tigerbbs.com/a3cf961bf98e57c9bc7a911ccee227c0\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN Return on Invested Capital data by YCharts</p><p>This brings us to the current problems. Rising inflation has pushed fuel and energy prices higher. That&#39;s added to costs of everything from running a warehouse to shipping packages. Higher inflation also means customers are thinking twice before spending. This includes both Amazon.com customers and people and companies using AWS.</p><p>A stronger dollar represents another challenge. That&#39;s because revenue generated internationally is worth less when exchanged into dollars. In the third quarter, this equaled a headwind of $900 million. That&#39;s more than Amazon expected.</p><p>As in the past few quarters, Amazon reported decreases in operating income and operating cash flow in the third quarter. And free cash flow shifted to an outflow of $19.7 billion over the trailing 12 months. That&#39;s compared to an inflow of $2.6 billion for the period ending last September.</p><p>Amazon predicts the impact of issues such as rising inflation and currency headwinds isn&#39;t over. These pressures are set to weigh on fourth-quarter earnings too.</p><h2>Now or later?</h2><p>So now, let&#39;s return to our question: Should you buy Amazon stock now -- or wait? Sure, Amazon has a great track record. But, as mentioned, today&#39;s challenges are hitting Amazon hard. And an earnings rebound won&#39;t happen overnight.</p><p>Right now, it&#39;s key to keep in mind the idea of investing for the long term. That means buying a stock and holding on for at least five years. If we look at Amazon from that angle, the picture looks a lot brighter.</p><p>Today, Amazon is trading for less than 2 times sales. That&#39;s its lowest number by that measure in more than six years. This looks cheap considering Amazon&#39;s past growth -- and what it&#39;s doing now to limit the impact of headwinds and ensure future growth. These steps should help Amazon come out stronger in the long run.</p><p>For example, this year, Amazon is cutting investment in its fulfillment network by $10 billion from last year&#39;s level. That&#39;s to better match supply with demand. The company doubled its fulfillment network earlier in the pandemic and found itself with excess capacity. Today&#39;s efforts should solve this problem.</p><p>At the same time, Amazon is increasing technology investment by $10 billion this year. That covers expansion of AWS infrastructure. AWS still represents Amazon&#39;s profit machine, so this is a smart move. The unit&#39;s sales and operating income continue to grow in the double digits. AWS should buoy Amazon through difficult times and drive growth into the future.</p><p>Yes, it&#39;s possible Amazon shares will decline further before rebounding. Or they could take off right away. It&#39;s impossible to time the market and buy at the very lowest price.</p><p>Here&#39;s the good news, though: If you invest for several years, ups and downs along the way won&#39;t make much of a difference in your overall performance. So, considering Amazon&#39;s valuation and long-term prospects, now is the time to get in on this solid long-term growth story.</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>Should You Buy Amazon Now or Wait?</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\">\nShould You Buy Amazon Now or Wait?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 19:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/08/should-you-buy-amazon-now-or-wait/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon has proven it can be a great long-term investment. The e-commerce giant's stock price climbed more than 600% over the past decade. In recent times, though, Amazon has put more frowns than ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/08/should-you-buy-amazon-now-or-wait/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/11/08/should-you-buy-amazon-now-or-wait/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281998894","content_text":"Amazon has proven it can be a great long-term investment. The e-commerce giant's stock price climbed more than 600% over the past decade. In recent times, though, Amazon has put more frowns than smiles on investors' faces. That's because higher inflation and today's general economic environment have weighed on earnings.That said, Amazon still is a leader in two high-growth markets: e-commerce and cloud computing. And future prospects look bright. So now the question is: Should you buy Amazon stock right away or wait?A key profit driverFirst, a look into Amazon's past. The company has grown earnings over time into billions of dollars.Amazon is most known for its e-commerce business. But the cloud computing business -- Amazon Web Services (AWS) -- actually is the company's biggest profit driver. Last year, for example, it accounted for more than 70% of Amazon's operating income. Amazon also generates sales through advertising on its e-commerce platform and subscription services like the Amazon Prime membership program.This whole package helped Amazon increase its return on invested capital over time -- until about a year ago.AMZN Return on Invested Capital data by YChartsThis brings us to the current problems. Rising inflation has pushed fuel and energy prices higher. That's added to costs of everything from running a warehouse to shipping packages. Higher inflation also means customers are thinking twice before spending. This includes both Amazon.com customers and people and companies using AWS.A stronger dollar represents another challenge. That's because revenue generated internationally is worth less when exchanged into dollars. In the third quarter, this equaled a headwind of $900 million. That's more than Amazon expected.As in the past few quarters, Amazon reported decreases in operating income and operating cash flow in the third quarter. And free cash flow shifted to an outflow of $19.7 billion over the trailing 12 months. That's compared to an inflow of $2.6 billion for the period ending last September.Amazon predicts the impact of issues such as rising inflation and currency headwinds isn't over. These pressures are set to weigh on fourth-quarter earnings too.Now or later?So now, let's return to our question: Should you buy Amazon stock now -- or wait? Sure, Amazon has a great track record. But, as mentioned, today's challenges are hitting Amazon hard. And an earnings rebound won't happen overnight.Right now, it's key to keep in mind the idea of investing for the long term. That means buying a stock and holding on for at least five years. If we look at Amazon from that angle, the picture looks a lot brighter.Today, Amazon is trading for less than 2 times sales. That's its lowest number by that measure in more than six years. This looks cheap considering Amazon's past growth -- and what it's doing now to limit the impact of headwinds and ensure future growth. These steps should help Amazon come out stronger in the long run.For example, this year, Amazon is cutting investment in its fulfillment network by $10 billion from last year's level. That's to better match supply with demand. The company doubled its fulfillment network earlier in the pandemic and found itself with excess capacity. Today's efforts should solve this problem.At the same time, Amazon is increasing technology investment by $10 billion this year. That covers expansion of AWS infrastructure. AWS still represents Amazon's profit machine, so this is a smart move. The unit's sales and operating income continue to grow in the double digits. AWS should buoy Amazon through difficult times and drive growth into the future.Yes, it's possible Amazon shares will decline further before rebounding. Or they could take off right away. It's impossible to time the market and buy at the very lowest price.Here's the good news, though: If you invest for several years, ups and downs along the way won't make much of a difference in your overall performance. So, considering Amazon's valuation and long-term prospects, now is the time to get in on this solid long-term growth story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988266111,"gmtCreate":1666760848033,"gmtModify":1676537802418,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Short-term pain for a very possible upside long-term.&nbsp;&nbsp;","listText":"Short-term pain for a very possible upside long-term.&nbsp;&nbsp;","text":"Short-term pain for a very possible upside long-term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988266111","repostId":"1101935799","repostType":4,"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933545976,"gmtCreate":1662334380896,"gmtModify":1676537036737,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Tragic news. Condolences. 🙏🏻","listText":"Tragic news. Condolences. 🙏🏻","text":"Tragic news. Condolences. 🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933545976","repostId":"1124062105","repostType":2,"repost":{"id":"1124062105","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":1662333187,"share":"https://www.laohu8.com/m/news/1124062105?lang=&edition=full","pubTime":"2022-09-05 07:13","market":"us","language":"en","title":"Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower","url":"https://stock-news.laohu8.com/highlight/detail?id=1124062105","media":"Reuters","summary":"Sept 4 (Reuters) - Bed Bath & Beyond Inc's chief financial officer fell to his death from New York's","content":"<html><head></head><body><p>Sept 4 (Reuters) - Bed Bath &amp; Beyond Inc&#39;s chief financial officer fell to his death from New York&#39;s Tribeca skyscraper known as the &#34;Jenga&#34; tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.</p><p>Gustavo Arnal, 52, joined Bed Bath &amp; Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter &amp; Gamble(PG.N), according to his LinkedIn profile.</p><p>On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.</p><p>The police statement did not provide further details on the circumstances leading to Arnal&#39;s death and said the New York City Medical Examiner&#39;s Office would determine the cause of death. Bed Bath &amp; Beyond confirmed his death in a press statement on Sunday but gave no details.</p><p>The big-box chain - once considered a so-called &#34;category killer&#34; in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.</p><p>Last week, Bed Bath &amp; Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.</p><p>It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6673c2345ef368c2b571404fb4e108b2\" tg-width=\"960\" tg-height=\"640\" width=\"100%\" height=\"auto\"/><span>Signage is seen at a Bed Bath &amp; Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File Photo</span></p><p>Arnal sold 55,013 shares in Bed Bath &amp; Beyond in multiple transactions on Aug. 16-17, Reuters&#39; calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.</p><p>On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm&#39;s stock price in a &#34;pump and dump&#34; scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.</p><p>The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.</p><p>The filing in the U.S. District Court for the District of Columbia alleged that Arnal &#34;agreed to regulate all insider sales by BBBY&#39;s officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.&#34;</p><p>The lawsuit also alleged that he issued materially misleading statements to investors.</p><p>The company said it was &#34;in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.&#34;</p><p>Shares in Bed Bath &amp; Beyond have been highly volatile in recent months, being viewed as a so-called &#34;meme&#34; stock, which trade more on social media sentiment than economic fundamentals.</p><p>Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen&#39;s RC Ventures disclosed plans to sell its stake on Aug. 17.</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>Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower</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\">\nBed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower\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\">2022-09-05 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 4 (Reuters) - Bed Bath &amp; Beyond Inc&#39;s chief financial officer fell to his death from New York&#39;s Tribeca skyscraper known as the &#34;Jenga&#34; tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.</p><p>Gustavo Arnal, 52, joined Bed Bath &amp; Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter &amp; Gamble(PG.N), according to his LinkedIn profile.</p><p>On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.</p><p>The police statement did not provide further details on the circumstances leading to Arnal&#39;s death and said the New York City Medical Examiner&#39;s Office would determine the cause of death. Bed Bath &amp; Beyond confirmed his death in a press statement on Sunday but gave no details.</p><p>The big-box chain - once considered a so-called &#34;category killer&#34; in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.</p><p>Last week, Bed Bath &amp; Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.</p><p>It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6673c2345ef368c2b571404fb4e108b2\" tg-width=\"960\" tg-height=\"640\" width=\"100%\" height=\"auto\"/><span>Signage is seen at a Bed Bath &amp; Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File Photo</span></p><p>Arnal sold 55,013 shares in Bed Bath &amp; Beyond in multiple transactions on Aug. 16-17, Reuters&#39; calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.</p><p>On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm&#39;s stock price in a &#34;pump and dump&#34; scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.</p><p>The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.</p><p>The filing in the U.S. District Court for the District of Columbia alleged that Arnal &#34;agreed to regulate all insider sales by BBBY&#39;s officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.&#34;</p><p>The lawsuit also alleged that he issued materially misleading statements to investors.</p><p>The company said it was &#34;in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.&#34;</p><p>Shares in Bed Bath &amp; Beyond have been highly volatile in recent months, being viewed as a so-called &#34;meme&#34; stock, which trade more on social media sentiment than economic fundamentals.</p><p>Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen&#39;s RC Ventures disclosed plans to sell its stake on Aug. 17.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124062105","content_text":"Sept 4 (Reuters) - Bed Bath & Beyond Inc's chief financial officer fell to his death from New York's Tribeca skyscraper known as the \"Jenga\" tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.Gustavo Arnal, 52, joined Bed Bath & Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter & Gamble(PG.N), according to his LinkedIn profile.On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.The police statement did not provide further details on the circumstances leading to Arnal's death and said the New York City Medical Examiner's Office would determine the cause of death. Bed Bath & Beyond confirmed his death in a press statement on Sunday but gave no details.The big-box chain - once considered a so-called \"category killer\" in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.Last week, Bed Bath & Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.Signage is seen at a Bed Bath & Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File PhotoArnal sold 55,013 shares in Bed Bath & Beyond in multiple transactions on Aug. 16-17, Reuters' calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm's stock price in a \"pump and dump\" scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.The filing in the U.S. District Court for the District of Columbia alleged that Arnal \"agreed to regulate all insider sales by BBBY's officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.\"The lawsuit also alleged that he issued materially misleading statements to investors.The company said it was \"in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.\"Shares in Bed Bath & Beyond have been highly volatile in recent months, being viewed as a so-called \"meme\" stock, which trade more on social media sentiment than economic fundamentals.Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen's RC Ventures disclosed plans to sell its stake on Aug. 17.","news_type":1},"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933203048,"gmtCreate":1662285747685,"gmtModify":1676537031118,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"To consider! In times like these, having stocks&nbsp;with decent yield rates can be a good hedge.&nbsp;","listText":"To consider! In times like these, having stocks&nbsp;with decent yield rates can be a good hedge.&nbsp;","text":"To consider! In times like these, having stocks with decent yield rates can be a good hedge.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933203048","repostId":"1144536848","repostType":4,"repost":{"id":"1144536848","pubTimestamp":1662258649,"share":"https://www.laohu8.com/m/news/1144536848?lang=&edition=full","pubTime":"2022-09-04 10:30","market":"us","language":"en","title":"7 Stocks to Buy Ahead of the Next Big Rate Hikes","url":"https://stock-news.laohu8.com/highlight/detail?id=1144536848","media":"InvestorPlace","summary":"These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guida","content":"<html><head></head><body><ul><li>These stocks should weather the storm if rates continue rising.</li><li><b>Albemarle</b>(<b><u>ALB</u></b>): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts.</li><li><b>Bank of America</b> (<b><u>BAC</u></b>): Q2 net interest income jumped 22% year-over-year to $12.4 billion.</li><li><b>Charles Schwab</b> (<b><u>SCHW</u></b>): Added 1 million new accounts during the second quarter.</li><li><b>CME</b>(<b>CME</b>): The derivatives exchange is expected to benefit from rising interest rates due to increased hedging against market volatility.</li><li><b>Equinix</b>(<b><u>EQIX</u></b>): The data center REIT reported record bookings, fueled by strong capacity demand.</li><li><b>Marathon Petroleum</b> (<b><u>MPC</u></b>): Operating income from the Refining &amp; Marketing segment skyrocketed to $7.1 billion.</li><li><b>T-Mobile</b> (<b><u>TMUS</u></b>): Postpaid subscriber additions in Q2 surpassed the combined subscriber additions of its rivals in the 5G space.</li></ul><p>Wall Street is searching for solid stocks to buy that could shield long-term portfolios from market volatility ahead of the anticipated interest rate hikes.</p><p>While inflation may have peaked in July, it remains well above the Federal Reserve’s (Fed) 2% target. So far in 2022, the central bank has already raised its overnight lending rate by 2.25%.</p><p>Investors will most likely see further interest rate hikes through the rest of the year in the Fed’s bid to bring down inflation.</p><p>Chairman Jerome Powell recently remarked that the Fed aims to utilize its policymaking “tools forcefully to bring demand and supply into better balance.” Thus, the Fed is committed to a more contractionary monetary policy in the months ahead.</p><p>Meanwhile, August ended on a down note, reversing some of the gains seen earlier in the summer. As a result, the benchmark <b>S&amp;P 500</b> index is currently down 17% year-to-date (YTD), compared with the nearly 25% decline in the <b>Nasdaq 100</b> index.</p><p>Against this backdrop, it’s no surprise that investors are increasingly focused on stable stocks to buy in sectors that may outperform the broader market. Among them are the financial, communication services, healthcare and utilities sectors.</p><p>With that information, here are the seven stocks to buy that have significant potential to benefit from rising interest rates.</p><p><b>Albemarle (ALB)</b></p><p>52-week range: $169.93 – $298.17</p><p><b>Albemarle</b>(NYSE:<b>ALB</b>) is the largest lithium producer worldwide, relying on its salt brine deposits in Chile and the U.S., as well as from its joint venture mines in Australia.</p><p>The company is also a global leader in bromine production, used widely in flame retardants.</p><p>The lithium giant released Q2 results on Aug. 3. Revenue soared 91% year over year (YOY) to $1.48 billion. Adjusted earnings per share skyrocketed to $3.45 per diluted share, up 288% from 89 cents in the prior-year quarter. Cash and equivalents ended the quarter at $930.6 million.</p><p>The lithium segment continues to benefit from growth in the electric vehicle (EV) space. This segment achieved 178% year-over-year revenue growth, driven by a significant increase in pricing from renegotiated lithium contracts.</p><p>Meanwhile, the Inflation Reduction Act that specifically addresses EV batteries and energy storage should also offer further tailwinds for long-term growth.</p><p>Meanwhile, management raised its 2022 guidance for the third time. It now projects revenue to grow by at least 110% to a range of $7.1 billion to $7.5 billion.</p><p>ALB stock is up almost 15% YTD. Shares are trading at 14.2 times forward earnings and 7.7 times sales.</p><p>Analysts’ 12-month median price forecast for Albemarle stock stands at $300. Investors could regard dips in ALB stock as an opportunity to enter the lithium leader.</p><p><b>Bank of America (BAC)</b></p><p>52-week range: $29.67 – $50.11</p><p><b>Bank of America</b> (NYSE:<b><u>BAC</u></b>) is the second-largest bank in the U.S., with more than $2 trillion in assets. It offers consumer banking, wealth management, investment management and global banking services.</p><p>The bank announced Q2 financials on Jul. 18. Revenue increased 6% year over year to $22.7 billion. Diluted earnings came in at 73 cents per diluted share, down 29% from $1.03 in the prior-year quarter.</p><p>The financial giant is extremely sensitive to changes in interest rates. For instance, in Q2, net interest income soared 22% year over year to $12.4 billion.</p><p>The bank revealed that another 1% increase in interest rates would cause net interest income to jump by roughly $5 billion over the next 12 months.</p><p>Meanwhile, average loan and lease balances jumped 12% year over year to $1 trillion. The bank boasts a significant commercial loan base with floating-rate loans. Management anticipates an additional $1 billion net interest income in the third quarter.</p><p>So far in 2022, BAC stock is down 24.5%, making it one of the best banking stocks to buy on the dip.</p><p>It currently generates a 2.6% dividend yield. Shares look like a great value at 10.7 times forward earnings and 1.1 times book value. The 12-month median price forecast for BAC stock stands at $42.</p><p><b>Charles Schwab (SCHW)</b></p><p>52-week range: $59.35 – $96.24</p><p><b>Charles Schwab</b> (NYSE:<b><u>SCHW</u></b>) is the largest brokerage firm in the U.S. It offers securities brokerage, asset management, and banking services. Client assets exceeded $8 trillion at the end of 2021.</p><p>The brokerage name released Q2 results on Jul. 18. Revenue soared 13% year over year to $5.1 billion, driven primarily by a 31% increase in net interest income. Adjusted earnings per share came in at 97 cents, up 39% from 70 cents a year ago.</p><p>The company added 1 million new accounts during the quarter. It currently has roughly 34 million active accounts, representing 5% year-over-year growth.</p><p>Given its banking business with over $400 billion of deposits, Schwab is expected to deliver substantial earnings growth driven by rising interest rates. Interest rate-related revenue currently accounts for more than 50% of net revenue.</p><p>SCHW stock is down almost 16% year to date, making it among the better stocks to buy on the dip. It supports a 1.2% dividend yield at the current price level. Shares trade at18.4 times forward earnings and 4 times book value. Wall Street’s 12-month median price forecast for Charles Schwab stock stands at$86.5.</p><p><b>CME Group (CME)</b></p><p>52-week range: $183.15 – $256.94</p><p><b>CME Group</b>(NASDAQ:<b>CME</b>) is the largest derivatives exchange in the U.S. It operates the <b>Chicago Board of Trade</b>, the <b>Chicago Mercantile Exchange</b> and the <b>New York Mercantile Exchange</b>.</p><p>The exchange reportedQ2 results in late July. The company reported revenue of $1.24 billion, compared to $1.18 billion a year ago. Adjusted net income increased to $1.97 per diluted share, up from $1.64 in the prior-year quarter. Cash and equivalents ended the quarter at $1.9 billion.</p><p>The derivatives exchange is well-known for its interest rate products. These instruments allow investors to lock in borrowing costs to hedge the interest rates on assets and liabilities.</p><p>Rising interest rates imply that more and more investors will be interested in hedging various risks and looking for stock to buy that accomplish that.</p><p>Meanwhile, CME pays a quarterly dividend plus a variable dividend at the end of the year based on the company’s earnings. The current dividend yield stands at 2%.</p><p>CME stock is down more than 14% year to date. Shares are trading at 24.9 times forward earnings and 2.5 times book value.</p><p>The 12-month median price forecast for CME stock stands at $216.</p><p><b>Equinix(EQIX)</b></p><p>52-week range: $606.12 – $885.26</p><p><b>Equinix</b> (NASDAQ:<b><u>EQIX</u></b>) is one of the largest data center real estate investment trusts (REITs) worldwide.</p><p>It specializes in digital infrastructure and global interconnection services and serves a diversified base of global enterprises in 31 countries.</p><p>The data center giant issued Q2 metrics on Jul. 27. Revenue increased 10% year over year to $1.8 billion, marking the REIT’s 78th consecutive quarter of revenue growth.</p><p>Adjusted funds from operations (“AFFO”) stood at $7.58 per share, a 6% increase over the previous quarter. Cash and equivalents ended the period at $1.9 billion.</p><p>Equinix enjoyed record bookings, driven by robust capacity demand. Strong bookings are expected to add an incremental $62 million to full-year revenue numbers.</p><p>Meanwhile, Equinix continues to expand its global platform, with close to 50 major ongoing projects in 21 countries. In 2022, management anticipates roughly 9% – 10% revenue growth along with 8% – 9% AFFO growth, making it one of the fast-growing stocks to buy for the future.</p><p>The market selloff in growth stocks has pulled EQIX stock down 22% year to date, and the dividend yield currently stands at 1.9%. The 12-month median price forecast for Equinix stock is $805. Such a move would mean an upside of over 23%.</p><p><b>Marathon Petroleum</b> <b>(MPC)</b></p><p>52-week range: $56.08 – $114.35</p><p><b>Marathon Petroleum</b> (NYSE:<b><u>MPC</u></b>) refines, produces, transports, and sells petroleum products. The company ranks as the third-largest crude oil refining company stateside, boasting total throughput of 3.1 million barrels per day.</p><p>The oil refiner announced Q2 financials on Aug. 2. Revenue jumped 82% year over year to $54.2 billion. Adjusted net income skyrocketed to $10.61 per diluted share, up from 67 cents a year ago. Cash, equivalents, and short-term investments ended the quarter at $13.3 billion.</p><p>The refiner continues to benefit from increased fuel prices, making it one of the more intriguing energy stocks to buy now.</p><p>The Refining &amp; Marketing segment delivered an operating income of $7.1 billion, up from $224 million in the prior-year quarter. The impressive increase reflects higher margins and throughput.</p><p>The company repurchased shares worth $4.1 billion through the quarter. Meanwhile, management recently announced a new $5 billion repurchase program with no expiration date.</p><p>MPC stock is up more than 57% YTD. Shares are trading at 5.4 times forward earnings and 0.4 times sales. The 12-month median price forecast for Marathon Petroleum stands at $120.</p><p><b>T-Mobile US (TMUS)</b></p><p>52-week range: $101.51 – $148.04</p><p><b>T-Mobile</b> (NASDAQ:<b><u>TMUS</u></b>), the leading B2C wireless communications service provider, offers services via its flagship brands, T-Mobile, Metro by T-Mobile, and Sprint. In terms of wireless subscriptions, it holds third place in the U.S.</p><p>The wireless service provider announced Q2 results in late July. Revenue grew 6% year over year to $15.3 billion.</p><p>T-Mobile reported a $108 million net loss due to merger-related costs and other special expense items amounting to $1.9 billion.</p><p>Net loss per diluted share stood at 9 cents, compared to diluted earnings per share of 78 cents a year ago. Free cash flow grew 5% year over year to $1.8 billion.</p><p>In recent years, T-Mobile has achieved industry-leading growth in postpaid and broadband customers, becoming a clear leader in 5G coverage.</p><p>T-Mobile added 1.7 million postpaid customers during the quarter, including 723,000 postpaid phone customers. Postpaid subscriber additions surpassed <b>Verizon</b> (NYSE:<b>VZ</b>) and <b>AT&amp;T</b>‘s (NYSE:<b>T</b>) additions combined.</p><p>Meanwhile, T-Mobile’s 5G wireless broadband offering added 560,000 net new customers, ending the quarter with over 1.5 million home internet subscribers.</p><p>Management anticipates adding between 6 million and 6.3 million postpaid net customers in 2022, up from a previous forecast for 5.3 million to 5.8 million subscriber additions.</p><p>TMUS stock is up 24% year to date, making it one of the telecom stocks to buy now. Shares are changing hands at 59 forward earnings and 2.3 times sales. Finally, the 12-month median price forecast for T-Mobile stock stands at$169.</p></body></html>","source":"investorplace","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 Stocks to Buy Ahead of the Next Big 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; 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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\">\n7 Stocks to Buy Ahead of the Next Big Rate Hikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-04 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts....</p>\n\n<a href=\"https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MPC":"马拉松原油","BAC":"美国银行","EQIX":"易昆尼克斯","SCHW":"嘉信理财","TMUS":"T-Mobile US Inc","CME":"芝加哥商品交易所","ALB":"美国雅保"},"source_url":"https://investorplace.com/2022/09/7-stocks-to-buy-ahead-of-the-next-big-rate-hikes/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144536848","content_text":"These stocks should weather the storm if rates continue rising.Albemarle(ALB): Raised its 2022 guidance for the third time, driven by significant pricing increases from renegotiated lithium contracts.Bank of America (BAC): Q2 net interest income jumped 22% year-over-year to $12.4 billion.Charles Schwab (SCHW): Added 1 million new accounts during the second quarter.CME(CME): The derivatives exchange is expected to benefit from rising interest rates due to increased hedging against market volatility.Equinix(EQIX): The data center REIT reported record bookings, fueled by strong capacity demand.Marathon Petroleum (MPC): Operating income from the Refining & Marketing segment skyrocketed to $7.1 billion.T-Mobile (TMUS): Postpaid subscriber additions in Q2 surpassed the combined subscriber additions of its rivals in the 5G space.Wall Street is searching for solid stocks to buy that could shield long-term portfolios from market volatility ahead of the anticipated interest rate hikes.While inflation may have peaked in July, it remains well above the Federal Reserve’s (Fed) 2% target. So far in 2022, the central bank has already raised its overnight lending rate by 2.25%.Investors will most likely see further interest rate hikes through the rest of the year in the Fed’s bid to bring down inflation.Chairman Jerome Powell recently remarked that the Fed aims to utilize its policymaking “tools forcefully to bring demand and supply into better balance.” Thus, the Fed is committed to a more contractionary monetary policy in the months ahead.Meanwhile, August ended on a down note, reversing some of the gains seen earlier in the summer. As a result, the benchmark S&P 500 index is currently down 17% year-to-date (YTD), compared with the nearly 25% decline in the Nasdaq 100 index.Against this backdrop, it’s no surprise that investors are increasingly focused on stable stocks to buy in sectors that may outperform the broader market. Among them are the financial, communication services, healthcare and utilities sectors.With that information, here are the seven stocks to buy that have significant potential to benefit from rising interest rates.Albemarle (ALB)52-week range: $169.93 – $298.17Albemarle(NYSE:ALB) is the largest lithium producer worldwide, relying on its salt brine deposits in Chile and the U.S., as well as from its joint venture mines in Australia.The company is also a global leader in bromine production, used widely in flame retardants.The lithium giant released Q2 results on Aug. 3. Revenue soared 91% year over year (YOY) to $1.48 billion. Adjusted earnings per share skyrocketed to $3.45 per diluted share, up 288% from 89 cents in the prior-year quarter. Cash and equivalents ended the quarter at $930.6 million.The lithium segment continues to benefit from growth in the electric vehicle (EV) space. This segment achieved 178% year-over-year revenue growth, driven by a significant increase in pricing from renegotiated lithium contracts.Meanwhile, the Inflation Reduction Act that specifically addresses EV batteries and energy storage should also offer further tailwinds for long-term growth.Meanwhile, management raised its 2022 guidance for the third time. It now projects revenue to grow by at least 110% to a range of $7.1 billion to $7.5 billion.ALB stock is up almost 15% YTD. Shares are trading at 14.2 times forward earnings and 7.7 times sales.Analysts’ 12-month median price forecast for Albemarle stock stands at $300. Investors could regard dips in ALB stock as an opportunity to enter the lithium leader.Bank of America (BAC)52-week range: $29.67 – $50.11Bank of America (NYSE:BAC) is the second-largest bank in the U.S., with more than $2 trillion in assets. It offers consumer banking, wealth management, investment management and global banking services.The bank announced Q2 financials on Jul. 18. Revenue increased 6% year over year to $22.7 billion. Diluted earnings came in at 73 cents per diluted share, down 29% from $1.03 in the prior-year quarter.The financial giant is extremely sensitive to changes in interest rates. For instance, in Q2, net interest income soared 22% year over year to $12.4 billion.The bank revealed that another 1% increase in interest rates would cause net interest income to jump by roughly $5 billion over the next 12 months.Meanwhile, average loan and lease balances jumped 12% year over year to $1 trillion. The bank boasts a significant commercial loan base with floating-rate loans. Management anticipates an additional $1 billion net interest income in the third quarter.So far in 2022, BAC stock is down 24.5%, making it one of the best banking stocks to buy on the dip.It currently generates a 2.6% dividend yield. Shares look like a great value at 10.7 times forward earnings and 1.1 times book value. The 12-month median price forecast for BAC stock stands at $42.Charles Schwab (SCHW)52-week range: $59.35 – $96.24Charles Schwab (NYSE:SCHW) is the largest brokerage firm in the U.S. It offers securities brokerage, asset management, and banking services. Client assets exceeded $8 trillion at the end of 2021.The brokerage name released Q2 results on Jul. 18. Revenue soared 13% year over year to $5.1 billion, driven primarily by a 31% increase in net interest income. Adjusted earnings per share came in at 97 cents, up 39% from 70 cents a year ago.The company added 1 million new accounts during the quarter. It currently has roughly 34 million active accounts, representing 5% year-over-year growth.Given its banking business with over $400 billion of deposits, Schwab is expected to deliver substantial earnings growth driven by rising interest rates. Interest rate-related revenue currently accounts for more than 50% of net revenue.SCHW stock is down almost 16% year to date, making it among the better stocks to buy on the dip. It supports a 1.2% dividend yield at the current price level. Shares trade at18.4 times forward earnings and 4 times book value. Wall Street’s 12-month median price forecast for Charles Schwab stock stands at$86.5.CME Group (CME)52-week range: $183.15 – $256.94CME Group(NASDAQ:CME) is the largest derivatives exchange in the U.S. It operates the Chicago Board of Trade, the Chicago Mercantile Exchange and the New York Mercantile Exchange.The exchange reportedQ2 results in late July. The company reported revenue of $1.24 billion, compared to $1.18 billion a year ago. Adjusted net income increased to $1.97 per diluted share, up from $1.64 in the prior-year quarter. Cash and equivalents ended the quarter at $1.9 billion.The derivatives exchange is well-known for its interest rate products. These instruments allow investors to lock in borrowing costs to hedge the interest rates on assets and liabilities.Rising interest rates imply that more and more investors will be interested in hedging various risks and looking for stock to buy that accomplish that.Meanwhile, CME pays a quarterly dividend plus a variable dividend at the end of the year based on the company’s earnings. The current dividend yield stands at 2%.CME stock is down more than 14% year to date. Shares are trading at 24.9 times forward earnings and 2.5 times book value.The 12-month median price forecast for CME stock stands at $216.Equinix(EQIX)52-week range: $606.12 – $885.26Equinix (NASDAQ:EQIX) is one of the largest data center real estate investment trusts (REITs) worldwide.It specializes in digital infrastructure and global interconnection services and serves a diversified base of global enterprises in 31 countries.The data center giant issued Q2 metrics on Jul. 27. Revenue increased 10% year over year to $1.8 billion, marking the REIT’s 78th consecutive quarter of revenue growth.Adjusted funds from operations (“AFFO”) stood at $7.58 per share, a 6% increase over the previous quarter. Cash and equivalents ended the period at $1.9 billion.Equinix enjoyed record bookings, driven by robust capacity demand. Strong bookings are expected to add an incremental $62 million to full-year revenue numbers.Meanwhile, Equinix continues to expand its global platform, with close to 50 major ongoing projects in 21 countries. In 2022, management anticipates roughly 9% – 10% revenue growth along with 8% – 9% AFFO growth, making it one of the fast-growing stocks to buy for the future.The market selloff in growth stocks has pulled EQIX stock down 22% year to date, and the dividend yield currently stands at 1.9%. The 12-month median price forecast for Equinix stock is $805. Such a move would mean an upside of over 23%.Marathon Petroleum (MPC)52-week range: $56.08 – $114.35Marathon Petroleum (NYSE:MPC) refines, produces, transports, and sells petroleum products. The company ranks as the third-largest crude oil refining company stateside, boasting total throughput of 3.1 million barrels per day.The oil refiner announced Q2 financials on Aug. 2. Revenue jumped 82% year over year to $54.2 billion. Adjusted net income skyrocketed to $10.61 per diluted share, up from 67 cents a year ago. Cash, equivalents, and short-term investments ended the quarter at $13.3 billion.The refiner continues to benefit from increased fuel prices, making it one of the more intriguing energy stocks to buy now.The Refining & Marketing segment delivered an operating income of $7.1 billion, up from $224 million in the prior-year quarter. The impressive increase reflects higher margins and throughput.The company repurchased shares worth $4.1 billion through the quarter. Meanwhile, management recently announced a new $5 billion repurchase program with no expiration date.MPC stock is up more than 57% YTD. Shares are trading at 5.4 times forward earnings and 0.4 times sales. The 12-month median price forecast for Marathon Petroleum stands at $120.T-Mobile US (TMUS)52-week range: $101.51 – $148.04T-Mobile (NASDAQ:TMUS), the leading B2C wireless communications service provider, offers services via its flagship brands, T-Mobile, Metro by T-Mobile, and Sprint. In terms of wireless subscriptions, it holds third place in the U.S.The wireless service provider announced Q2 results in late July. Revenue grew 6% year over year to $15.3 billion.T-Mobile reported a $108 million net loss due to merger-related costs and other special expense items amounting to $1.9 billion.Net loss per diluted share stood at 9 cents, compared to diluted earnings per share of 78 cents a year ago. Free cash flow grew 5% year over year to $1.8 billion.In recent years, T-Mobile has achieved industry-leading growth in postpaid and broadband customers, becoming a clear leader in 5G coverage.T-Mobile added 1.7 million postpaid customers during the quarter, including 723,000 postpaid phone customers. Postpaid subscriber additions surpassed Verizon (NYSE:VZ) and AT&T‘s (NYSE:T) additions combined.Meanwhile, T-Mobile’s 5G wireless broadband offering added 560,000 net new customers, ending the quarter with over 1.5 million home internet subscribers.Management anticipates adding between 6 million and 6.3 million postpaid net customers in 2022, up from a previous forecast for 5.3 million to 5.8 million subscriber additions.TMUS stock is up 24% year to date, making it one of the telecom stocks to buy now. Shares are changing hands at 59 forward earnings and 2.3 times sales. Finally, the 12-month median price forecast for T-Mobile stock stands at$169.","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997731750,"gmtCreate":1661851524373,"gmtModify":1676536590590,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Especially with the launch comingA stock to watch.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>Especially with the launch comingA stock to watch.&nbsp;","text":"$Apple(AAPL)$Especially with the launch comingA stock to watch.","images":[{"img":"https://community-static.tradeup.com/news/7b658897b718e234b97c93e687cd3de8","width":"1242","height":"2325"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997731750","isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993721343,"gmtCreate":1660737647684,"gmtModify":1676536389177,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Just crazy, really. Everything indicates a trap of sorts. Or more accurately,&nbsp;a super short squeeze.Timing has to be right to avoid getting Burnt.&nbsp;","listText":"Just crazy, really. Everything indicates a trap of sorts. Or more accurately,&nbsp;a super short squeeze.Timing has to be right to avoid getting Burnt.&nbsp;","text":"Just crazy, really. Everything indicates a trap of sorts. Or more accurately, a super short squeeze.Timing has to be right to avoid getting Burnt.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993721343","repostId":"1187015559","repostType":4,"repost":{"id":"1187015559","pubTimestamp":1660713601,"share":"https://www.laohu8.com/m/news/1187015559?lang=&edition=full","pubTime":"2022-08-17 13:20","market":"us","language":"en","title":"Bed Bath & Beyond: Sell The Madness Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1187015559","media":"seekingalpha.","summary":"SummaryBBBY stock surges on an apparent short squeeze.Bed Bath & Beyond's financials continue to wea","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>BBBY stock surges on an apparent short squeeze.</li><li>Bed Bath &amp; Beyond&#39;s financials continue to weaken.</li><li>Look for the bubble to burst yet again.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e994a5049732ffcb60b777a114b2cd15\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\"/><span>M. Suhail/iStock Editorial via Getty Images</span></p><p>One of the key takeaways from 2021 in the market was the rise of the meme stock. Retail traders would post comments on forums like Reddit about highly shorted names that were bad businesses, and theirstocks would soar in a matter of days. Bed Bath &amp; Beyond (NASDAQ:BBBY) was one of those names that has seen a number of these sharp spikes in recent years, and just like previous times, investors have to be extremely careful with the latest madness.</p><p>I discussed the potential for a major short squeeze in this name back in late 2020 for a couple of reasons. At that time, roughly 60% of the outstanding share count was short, making the company one of the most shorted names in the market that had a valuation of at least $1 billion. The company was also planning on buying back significant amounts of its own shares, which seemed like a very positive catalyst. With management reducing the share count at a meaningful rate along with shorts needing to cover, the stock did surge in the first major meme stock rally.</p><p>Since then, short interest has been roughly halved, down to about 29 million shares at the end of July. However, as the graphic below shows, that was the highest reported bi-monthly figure from NASDAQ during 2022 so far. The company&#39;s outstanding share count is also now below 80 million, and float data shows a figure under 70 million. This means that yet again, Bed Bath &amp; Beyond has become one of the most shorted names in the market, making it ripe for another squeeze.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0abd428def9fdc4f85173f98cf914db9\" tg-width=\"640\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/><span>Bed Bath and Beyond Short Interest (NASDAQ)</span></p><p>The business, however, is in a much different place now than it was back in late 2020. Revenues continue to decline from their pre-pandemic quarters that were over $3 billion, due to a combination of brand divestitures, store closings, and general retail weakness. Back in late June, the company announced terrible Q1 results, featuring a more than 25% year-over-year drop in revenues, with both top and adjusted bottom line results badly missing street estimates.</p><p>As the company&#39;s sales have dropped in recent years, management has been unable to bring down expenses to more realistic levels. This is likely part of the reason why we saw a CEO change announced at that last earnings report. Last year, losses ballooned to more than $559 million as you can see in the table below, and it wasn&#39;t just due to one-time charges or write-offs. This has also resulted in the company going from a cash flow juggernaut to one that&#39;s now burning cash at an alarming rate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97e607079eede7dcc94e32b23e390456\" tg-width=\"640\" tg-height=\"104\" referrerpolicy=\"no-referrer\"/><span>Bed Bath and Beyond Cash Flow Data (Company Filings)</span></p><p>Fiscal Q1 saw almost half a billion dollars of cash burned, and yet the company still spent money on share repurchases. With last year already deeply in the red, one must wonder how much more cash is really needed to run this business over the next year or two. At the end of May, Bed Bath &amp; Beyond reported just $107.5 million in cash on the balance sheet, but it also had nearly $1.38 billion in total debt. Right now, the company is just losing so much money that even if it reduces inventory or improves other working capital items, it may still burn through a bit of cash. Borrowing via credit facilities will only make the net losses worse as it will result in more interest expenses, which isn&#39;t great given how interest rates have risen quite a bit so far this year.</p><p>That gets me to where shares are now. They started the month under $5 a share, but we&#39;ve seen another dramatic rally to more than $26 on Tuesday, and that price itself was a couple of bucks off the day&#39;s high. Of course, the average price target on the street is just $4.24 currently, implying tremendous downside from here. CNBC host Jim Cramer has been demanding that management sell equity here, and he certainly has a point with how bad the balance sheet and cash flow situation is. As the chart below shows, these sharp rallies usually end rather quickly, and the end result is a lower and lower price over time.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b8ad459046faf65fe3400a0f7fe5dd0\" tg-width=\"640\" tg-height=\"273\" referrerpolicy=\"no-referrer\"/><span>BBBY Last 2 Years (Yahoo! Finance)</span></p><p>In the end, Bed Bath &amp; Beyond shares have soared again, but that doesn&#39;t mean investors should pile in on the long side right now. This is a company that&#39;s in a bit of financial trouble currently, as revenue declines and large losses are leading to significant cash burn. While shorts have been squeezed recently, there is no major buyback catalyst this time around, and we might actually see the company sell some equity if it can. Like many of the past rallies, I expect this one to end badly, and the Street certainly agrees with analysts calling for this stock to plunge from here.</p></body></html>","source":"lsy1638401102509","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>Bed Bath & Beyond: Sell The Madness Again</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\">\nBed Bath & Beyond: Sell The Madness Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 13:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4534955-bed-bath-beyond-bbby-stock-sell-again?source=content_type%3Areact%7Csection_asset%3Amore-on%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A2%7Cpos%3Aundefined><strong>seekingalpha.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBBBY stock surges on an apparent short squeeze.Bed Bath & Beyond's financials continue to weaken.Look for the bubble to burst yet again.M. Suhail/iStock Editorial via Getty ImagesOne of the key...</p>\n\n<a href=\"https://seekingalpha.com/article/4534955-bed-bath-beyond-bbby-stock-sell-again?source=content_type%3Areact%7Csection_asset%3Amore-on%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A2%7Cpos%3Aundefined\">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"},"source_url":"https://seekingalpha.com/article/4534955-bed-bath-beyond-bbby-stock-sell-again?source=content_type%3Areact%7Csection_asset%3Amore-on%7Csection%3Aright_rail%7Cfirst_level_url%3Aarticle%7Cline%3A2%7Cpos%3Aundefined","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187015559","content_text":"SummaryBBBY stock surges on an apparent short squeeze.Bed Bath & Beyond's financials continue to weaken.Look for the bubble to burst yet again.M. Suhail/iStock Editorial via Getty ImagesOne of the key takeaways from 2021 in the market was the rise of the meme stock. Retail traders would post comments on forums like Reddit about highly shorted names that were bad businesses, and theirstocks would soar in a matter of days. Bed Bath & Beyond (NASDAQ:BBBY) was one of those names that has seen a number of these sharp spikes in recent years, and just like previous times, investors have to be extremely careful with the latest madness.I discussed the potential for a major short squeeze in this name back in late 2020 for a couple of reasons. At that time, roughly 60% of the outstanding share count was short, making the company one of the most shorted names in the market that had a valuation of at least $1 billion. The company was also planning on buying back significant amounts of its own shares, which seemed like a very positive catalyst. With management reducing the share count at a meaningful rate along with shorts needing to cover, the stock did surge in the first major meme stock rally.Since then, short interest has been roughly halved, down to about 29 million shares at the end of July. However, as the graphic below shows, that was the highest reported bi-monthly figure from NASDAQ during 2022 so far. The company's outstanding share count is also now below 80 million, and float data shows a figure under 70 million. This means that yet again, Bed Bath & Beyond has become one of the most shorted names in the market, making it ripe for another squeeze.Bed Bath and Beyond Short Interest (NASDAQ)The business, however, is in a much different place now than it was back in late 2020. Revenues continue to decline from their pre-pandemic quarters that were over $3 billion, due to a combination of brand divestitures, store closings, and general retail weakness. Back in late June, the company announced terrible Q1 results, featuring a more than 25% year-over-year drop in revenues, with both top and adjusted bottom line results badly missing street estimates.As the company's sales have dropped in recent years, management has been unable to bring down expenses to more realistic levels. This is likely part of the reason why we saw a CEO change announced at that last earnings report. Last year, losses ballooned to more than $559 million as you can see in the table below, and it wasn't just due to one-time charges or write-offs. This has also resulted in the company going from a cash flow juggernaut to one that's now burning cash at an alarming rate.Bed Bath and Beyond Cash Flow Data (Company Filings)Fiscal Q1 saw almost half a billion dollars of cash burned, and yet the company still spent money on share repurchases. With last year already deeply in the red, one must wonder how much more cash is really needed to run this business over the next year or two. At the end of May, Bed Bath & Beyond reported just $107.5 million in cash on the balance sheet, but it also had nearly $1.38 billion in total debt. Right now, the company is just losing so much money that even if it reduces inventory or improves other working capital items, it may still burn through a bit of cash. Borrowing via credit facilities will only make the net losses worse as it will result in more interest expenses, which isn't great given how interest rates have risen quite a bit so far this year.That gets me to where shares are now. They started the month under $5 a share, but we've seen another dramatic rally to more than $26 on Tuesday, and that price itself was a couple of bucks off the day's high. Of course, the average price target on the street is just $4.24 currently, implying tremendous downside from here. CNBC host Jim Cramer has been demanding that management sell equity here, and he certainly has a point with how bad the balance sheet and cash flow situation is. As the chart below shows, these sharp rallies usually end rather quickly, and the end result is a lower and lower price over time.BBBY Last 2 Years (Yahoo! Finance)In the end, Bed Bath & Beyond shares have soared again, but that doesn't mean investors should pile in on the long side right now. This is a company that's in a bit of financial trouble currently, as revenue declines and large losses are leading to significant cash burn. While shorts have been squeezed recently, there is no major buyback catalyst this time around, and we might actually see the company sell some equity if it can. Like many of the past rallies, I expect this one to end badly, and the Street certainly agrees with analysts calling for this stock to plunge from here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993411548,"gmtCreate":1660713396886,"gmtModify":1676536385470,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Don't think it could ever have been serious. 😂","listText":"Don't think it could ever have been serious. 😂","text":"Don't think it could ever have been serious. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993411548","repostId":"2260896234","repostType":4,"repost":{"id":"2260896234","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":1660713216,"share":"https://www.laohu8.com/m/news/2260896234?lang=&edition=full","pubTime":"2022-08-17 13:13","market":"us","language":"en","title":"Musk Says He Was Joking About Buying Manchester United","url":"https://stock-news.laohu8.com/highlight/detail?id=2260896234","media":"Reuters","summary":"Aug 17 (Reuters) - Elon Musk, the world's richest person, tweeted on Wednesday that he was joking wh","content":"<html><head></head><body><p>Aug 17 (Reuters) - Elon Musk, the world&#39;s richest person, tweeted on Wednesday that he was joking when he said that he was going to buy English soccer club Manchester United Plc.</p><p>&#34;No, this is a long-running joke on Twitter. I&#39;m not buying any sports teams,&#34; Musk said, when asked by a user if he was serious about buying the club.</p><p><img src=\"https://static.tigerbbs.com/efeb4e7506248e07bcd0d6804da05c66\" tg-width=\"873\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>About four hours earlier, Musk had tweeted: &#34;I&#39;m buying Manchester United ur (sic) welcome,&#34; without offering any details. Some Manchester United fans, disgruntled by their club&#39;s declining fortunes of late, had previously urged Musk on Twitter to consider buying the club.</p><p><img src=\"https://static.tigerbbs.com/3ebdbe9670ae00702ee07d8cb39dcb90\" tg-width=\"777\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The tweet turnaround comes as Musk seeks to exit a $44 billion agreement to buy Twitter only four months after announcing on the platform he would buy the social media company, which has taken him to court.</p><p>Musk has a history of being unconventional and posting irreverent tweets, making it difficult sometimes to tell when he is joking.</p><p>&#34;Next I&#39;m buying Coca-Cola to put the cocaine back in,&#34; he tweeted on April 27, two days after Twitter&#39;s board accepted his unsolicited offer to buy the company.</p><p>Musk&#39;s tweets about potential acquisitions have landed him in hot water with U.S. regulators in the past.</p><p>In 2018, he tweeted that there was &#34;funding secured&#34; for a $72 billion deal to take Tesla private, but did not move ahead with an offer. Musk and Tesla each paid $20 million civil fines - and Musk stepped down as Tesla&#39;s chairman - to resolve U.S. Securities and Exchange Commission (SEC) claims that Musk defrauded investors.</p><p>The SEC did not immediately respond to a request for comment on Musk&#39;s tweet that he was buying the club outside usual business hours.</p><p>Musk&#39;s ambitions range from colonising Mars to creating a new sustainable energy economy, and in the process he has built the most valuable car company in the world, electric vehicle maker Tesla, rocket company SpaceX, and a slew of smaller firms. One is a tunnel maker called the Boring Company.</p><p>Manchester United is one of the most famous names in world soccer but is currently in crisis on the field amid angry calls from fans for the club&#39;s current owners, the American Glazer family, to pull out.</p><p>The northern England-based team has more than 32 million followers on its main Twitter account and Musk&#39;s first tweet about the club had garnered nearly 400,000 &#39;likes&#39; on the platform within four hours.</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>Musk Says He Was Joking About Buying Manchester United</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\">\nMusk Says He Was Joking About Buying Manchester United\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\">2022-08-17 13:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Aug 17 (Reuters) - Elon Musk, the world&#39;s richest person, tweeted on Wednesday that he was joking when he said that he was going to buy English soccer club Manchester United Plc.</p><p>&#34;No, this is a long-running joke on Twitter. I&#39;m not buying any sports teams,&#34; Musk said, when asked by a user if he was serious about buying the club.</p><p><img src=\"https://static.tigerbbs.com/efeb4e7506248e07bcd0d6804da05c66\" tg-width=\"873\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>About four hours earlier, Musk had tweeted: &#34;I&#39;m buying Manchester United ur (sic) welcome,&#34; without offering any details. Some Manchester United fans, disgruntled by their club&#39;s declining fortunes of late, had previously urged Musk on Twitter to consider buying the club.</p><p><img src=\"https://static.tigerbbs.com/3ebdbe9670ae00702ee07d8cb39dcb90\" tg-width=\"777\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The tweet turnaround comes as Musk seeks to exit a $44 billion agreement to buy Twitter only four months after announcing on the platform he would buy the social media company, which has taken him to court.</p><p>Musk has a history of being unconventional and posting irreverent tweets, making it difficult sometimes to tell when he is joking.</p><p>&#34;Next I&#39;m buying Coca-Cola to put the cocaine back in,&#34; he tweeted on April 27, two days after Twitter&#39;s board accepted his unsolicited offer to buy the company.</p><p>Musk&#39;s tweets about potential acquisitions have landed him in hot water with U.S. regulators in the past.</p><p>In 2018, he tweeted that there was &#34;funding secured&#34; for a $72 billion deal to take Tesla private, but did not move ahead with an offer. Musk and Tesla each paid $20 million civil fines - and Musk stepped down as Tesla&#39;s chairman - to resolve U.S. Securities and Exchange Commission (SEC) claims that Musk defrauded investors.</p><p>The SEC did not immediately respond to a request for comment on Musk&#39;s tweet that he was buying the club outside usual business hours.</p><p>Musk&#39;s ambitions range from colonising Mars to creating a new sustainable energy economy, and in the process he has built the most valuable car company in the world, electric vehicle maker Tesla, rocket company SpaceX, and a slew of smaller firms. One is a tunnel maker called the Boring Company.</p><p>Manchester United is one of the most famous names in world soccer but is currently in crisis on the field amid angry calls from fans for the club&#39;s current owners, the American Glazer family, to pull out.</p><p>The northern England-based team has more than 32 million followers on its main Twitter account and Musk&#39;s first tweet about the club had garnered nearly 400,000 &#39;likes&#39; on the platform within four hours.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","MANU":"曼联"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260896234","content_text":"Aug 17 (Reuters) - Elon Musk, the world's richest person, tweeted on Wednesday that he was joking when he said that he was going to buy English soccer club Manchester United Plc.\"No, this is a long-running joke on Twitter. I'm not buying any sports teams,\" Musk said, when asked by a user if he was serious about buying the club.About four hours earlier, Musk had tweeted: \"I'm buying Manchester United ur (sic) welcome,\" without offering any details. Some Manchester United fans, disgruntled by their club's declining fortunes of late, had previously urged Musk on Twitter to consider buying the club.The tweet turnaround comes as Musk seeks to exit a $44 billion agreement to buy Twitter only four months after announcing on the platform he would buy the social media company, which has taken him to court.Musk has a history of being unconventional and posting irreverent tweets, making it difficult sometimes to tell when he is joking.\"Next I'm buying Coca-Cola to put the cocaine back in,\" he tweeted on April 27, two days after Twitter's board accepted his unsolicited offer to buy the company.Musk's tweets about potential acquisitions have landed him in hot water with U.S. regulators in the past.In 2018, he tweeted that there was \"funding secured\" for a $72 billion deal to take Tesla private, but did not move ahead with an offer. Musk and Tesla each paid $20 million civil fines - and Musk stepped down as Tesla's chairman - to resolve U.S. Securities and Exchange Commission (SEC) claims that Musk defrauded investors.The SEC did not immediately respond to a request for comment on Musk's tweet that he was buying the club outside usual business hours.Musk's ambitions range from colonising Mars to creating a new sustainable energy economy, and in the process he has built the most valuable car company in the world, electric vehicle maker Tesla, rocket company SpaceX, and a slew of smaller firms. One is a tunnel maker called the Boring Company.Manchester United is one of the most famous names in world soccer but is currently in crisis on the field amid angry calls from fans for the club's current owners, the American Glazer family, to pull out.The northern England-based team has more than 32 million followers on its main Twitter account and Musk's first tweet about the club had garnered nearly 400,000 'likes' on the platform within four hours.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993438026,"gmtCreate":1660711852568,"gmtModify":1676536385097,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Another Twitter saga incoming. 😂","listText":"Another Twitter saga incoming. 😂","text":"Another Twitter saga incoming. 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993438026","repostId":"2260864221","repostType":2,"repost":{"id":"2260864221","pubTimestamp":1660708694,"share":"https://www.laohu8.com/m/news/2260864221?lang=&edition=full","pubTime":"2022-08-17 11:58","market":"us","language":"en","title":"Elon Musk Says He's Buying Manchester United -- Is It a Real Idea Or a Joke?","url":"https://stock-news.laohu8.com/highlight/detail?id=2260864221","media":"MarketWatch","summary":"Elon Musk is either getting into international soccer or else may have scored an own goal and teed u","content":"<html><head></head><body><p>Elon Musk is either getting into international soccer or else may have scored an own goal and teed up more trouble from the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1be7ab20a1d49828488008e8a4a383e1\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Bruno Fernandes of Manchester United looks dejected after a goal by Brentford on Saturday.</span></p><p>Ina tweet late Tuesday, the Tesla Inc. chief executive said: “Also, I’m buying Manchester United ur welcome,” referring to the iconic English soccer club that may be up for sale.</p><p><img src=\"https://static.tigerbbs.com/3ebdbe9670ae00702ee07d8cb39dcb90\" tg-width=\"777\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p><p>It was unclear if Musk was serious, as he’s well-known for tweeting jokes and frivolous statements.</p><p>Neither Manchester United nor the SEC immediately replied to requests for further information.</p><p>But if it was a joke, it may not be funny to the Securities and Exchange Commission, since Manchester United is a publicly traded company. Musk’s tweet came at 8:01 p.m., just after the end of after-hours trading, so Man U’s stock was unaffected.</p><p>Musk is no stranger to tweets coming back to bite him. His 2018 tweet that he had “funding secured” to consider taking Tesla private at $420 a share became the subject of regulatory action by the SEC, ultimately resulting in $20 million fines each against Musk and Tesla.</p><p>Musk has sparred with the SEC on a number of other occasions over the years. He’s also embroiled in a bitter legal battle as he’s trying to pull out of a $44 billion dealto buy Twitter Inc.</p><p>On the other hand, if the tweet is true, it would be a seismic deal for one of the most valuable sports brands on the planet. Manchester United’s current owners, the Glazer family, have been under pressure to sell the team after years of underperformance, mismanagement and a revolt by some fans. The team is currently in last place in the English Premier League, after their second straight loss to start the season, an embarrassing 4-0 defeat to Brentford on Saturday.</p><p>Last week, reports said British businessman Michael Knight on planned a formal bid to buy the team.The club has an estimated value of $4.6 billion, according to Forbes.</p><p>That price tag would be doable for Musk, who is the world’s wealthiest individual, with a fortune estimated around $267 billion, according to the Bloomberg Billionaires Index.</p><p>Manchester United went public in a 2012 IPO on the New York Stock Exchange. Its shares are down 10% year to date, in line with the S&amp;P 500’s 10% loss this year.</p></body></html>","source":"lsy1603348471595","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 Says He's Buying Manchester United -- Is It a Real Idea Or a Joke?</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 Says He's Buying Manchester United -- Is It a Real Idea Or a Joke?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 11:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/elon-musk-says-hes-buying-manchester-united-but-if-its-a-joke-the-sec-is-unlikely-to-laugh-11660698588?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk is either getting into international soccer or else may have scored an own goal and teed up more trouble from the SEC.Bruno Fernandes of Manchester United looks dejected after a goal by ...</p>\n\n<a href=\"https://www.marketwatch.com/story/elon-musk-says-hes-buying-manchester-united-but-if-its-a-joke-the-sec-is-unlikely-to-laugh-11660698588?mod=mw_latestnews\">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","MANU":"曼联"},"source_url":"https://www.marketwatch.com/story/elon-musk-says-hes-buying-manchester-united-but-if-its-a-joke-the-sec-is-unlikely-to-laugh-11660698588?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260864221","content_text":"Elon Musk is either getting into international soccer or else may have scored an own goal and teed up more trouble from the SEC.Bruno Fernandes of Manchester United looks dejected after a goal by Brentford on Saturday.Ina tweet late Tuesday, the Tesla Inc. chief executive said: “Also, I’m buying Manchester United ur welcome,” referring to the iconic English soccer club that may be up for sale.It was unclear if Musk was serious, as he’s well-known for tweeting jokes and frivolous statements.Neither Manchester United nor the SEC immediately replied to requests for further information.But if it was a joke, it may not be funny to the Securities and Exchange Commission, since Manchester United is a publicly traded company. Musk’s tweet came at 8:01 p.m., just after the end of after-hours trading, so Man U’s stock was unaffected.Musk is no stranger to tweets coming back to bite him. His 2018 tweet that he had “funding secured” to consider taking Tesla private at $420 a share became the subject of regulatory action by the SEC, ultimately resulting in $20 million fines each against Musk and Tesla.Musk has sparred with the SEC on a number of other occasions over the years. He’s also embroiled in a bitter legal battle as he’s trying to pull out of a $44 billion dealto buy Twitter Inc.On the other hand, if the tweet is true, it would be a seismic deal for one of the most valuable sports brands on the planet. Manchester United’s current owners, the Glazer family, have been under pressure to sell the team after years of underperformance, mismanagement and a revolt by some fans. The team is currently in last place in the English Premier League, after their second straight loss to start the season, an embarrassing 4-0 defeat to Brentford on Saturday.Last week, reports said British businessman Michael Knight on planned a formal bid to buy the team.The club has an estimated value of $4.6 billion, according to Forbes.That price tag would be doable for Musk, who is the world’s wealthiest individual, with a fortune estimated around $267 billion, according to the Bloomberg Billionaires Index.Manchester United went public in a 2012 IPO on the New York Stock Exchange. Its shares are down 10% year to date, in line with the S&P 500’s 10% loss this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993605778,"gmtCreate":1660685972397,"gmtModify":1676536375982,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Especially since we are nearing the date of the split.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a><v-v data-views=\"1\"></v-v>Especially since we are nearing the date of the split.&nbsp;","text":"$Tesla Motors(TSLA)$Especially since we are nearing the date of the split.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993605778","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999676635,"gmtCreate":1660529149428,"gmtModify":1676533486988,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"On our very own shores!","listText":"On our very own shores!","text":"On our very own shores!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999676635","repostId":"1192571217","repostType":2,"repost":{"id":"1192571217","pubTimestamp":1660528931,"share":"https://www.laohu8.com/m/news/1192571217?lang=&edition=full","pubTime":"2022-08-15 10:02","market":"sg","language":"en","title":"4 Singapore Stocks You Can Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1192571217","media":"The Smart Investor","summary":"Here are four stocks you can safely own for the rest of your life.“Buy and hold” is a common investi","content":"<html><head></head><body><p>Here are four stocks you can safely own for the rest of your life.</p><p><img src=\"https://static.tigerbbs.com/b40746852a3b9fdcd49987ec302af048\" tg-width=\"800\" tg-height=\"533\" width=\"100%\" height=\"auto\"/></p><p>“Buy and hold” is a common investing mantra but it’s important to be selective on which stocks qualify.</p><p>Ideally, you should look for companies with strong franchises, a competitive moat, and a track record of doing well through good times and bad.</p><p>It also helps if these stocks pay out a dividend that can act as a stream of passive income.</p><p>Blue-chip companies can qualify, along with businesses that generate healthy free cash flow and have strong branding and a dominant market share.</p><p>Here are four Singapore stocks that I believe you can buy and hold for the rest of your life.</p><p><b>VICOM Limited (SGX: WJP)</b></p><p>VICOM is a leading provider of inspection and technical testing services.</p><p>The group is a subsidiary of <b>ComfortDelGro Corporation Limited</b> (SGX: C52) and provides both vehicular and non-vehicular testing and inspection services.</p><p>VICOM has a market share of close to 75% in the vehicle inspection market and the group inspected a record 523,639 vehicles in fiscal 2021 (FY2021).</p><p>The inspection specialist also has a long track record of generating free cash flow and also maintains a debt-free balance sheet.</p><p>For the first quarter of 2022 (1Q2022), VICOM’s business update saw revenue rise by 8.1% year on year to S$26 million.</p><p>Operating profit edged up 5.7% year on year while net profit inched up 3% year on year to S$6.3 million.</p><p>VICOM has also been a consistent payer of dividends.</p><p>It paid out a final dividend of S$0.0324 and a special dividend of S$0.02 for FY2021.</p><p>Together with FY2021’s interim dividend of S$0.0304, the total dividend for FY2021 came up to S$0.0828, giving its shares a trailing dividend yield of 4.1%.</p><p><b>Singapore Exchange Limited (SGX: S68)</b></p><p>Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.</p><p>The group enjoys a natural monopoly and has a long track record of paying out dividends since 2001.</p><p>The bourse operator offers a comprehensive range of securities such as shares, bonds, and derivatives for its clients to buy and sell and hedge their investment portfolios.</p><p>SGX has several catalysts in place to help it grow its securities trading volume.</p><p>First off, the group listed three special purpose acquisition companies, or SPACs, earlier this year.</p><p>Next, it welcomed secondary listings of electric car maker <b>Nio Inc</b> (SGX: NIO) and liquor company <b>Emperador</b> (SGX: EMI) to boost investor interest.</p><p>And more recently, it collaborated with the New York Stock Exchange to explore the dual listing of companies and also launched the NSE IFSC-SGX Connect to allow the trading and clearing of Nifty equity derivatives for global institutions.</p><p><b>DBS Group (SGX: D05)</b></p><p>DBS needs no introduction, being Singapore’s largest bank.</p><p>The lender recently announced that net profit for the first half of 2022 (1H2022) came in at S$3.6 billion, just 3% short of its record-high last year.</p><p>However, the bank upped its interim quarterly dividend from S$0.33 last year to S$0.36, and its shares provide a forward dividend yield of 4.3%.</p><p>DBS has demonstrated its resilience throughout the pandemic as a rise in fee income compensated for lower net interest income.</p><p>Looking ahead, the bank will benefit from the sharp hikes in interest rates as the US Federal Reserve attempts to bring down inflation.</p><p>Investors in the financial institution can also look forward to the integration of its recent acquisition of <b>Citigroup’s</b> (NYSE: C) Taiwan consumer division and new income streams coming from the launch of a digital exchange.</p><p><b>Raffles Medical Group (SGX: BSL)</b></p><p>Raffles Medical Group, or RMG, is an integrated healthcare provider that provides a comprehensive range of healthcare services.</p><p>RMG’s network comprises three tertiary hospitals and more than 100 multi-disciplinary clinics that offer services such as health screening, specialist care, and diagnostics.</p><p>The group reported a healthy set of results for 1H222, with revenue up 11.2% year on year to S$382.3 million.</p><p>Operating profit surged 54.1% year on year to S$86.4 million as patients streamed back to its clinics.</p><p>Net profit jumped 51.3% year on year to S$59.7 million.</p><p>RMG continues to support the Singapore government with testing and vaccination services for COVID-19.</p><p>The group is cautiously optimistic that travel restrictions will ease in China, allowing normal business activities to resume.</p><p>RMG has also obtained approval to set up an in-vitro fertilisation and assisted reproduction therapy centre in Hainan, China, to serve around 40 million women there.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Singapore Stocks You Can Buy and Hold Forever</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Singapore Stocks You Can Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 10:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/4-singapore-stocks-you-can-buy-and-hold-forever/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are four stocks you can safely own for the rest of your life.“Buy and hold” is a common investing mantra but it’s important to be selective on which stocks qualify.Ideally, you should look for ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/4-singapore-stocks-you-can-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BSL.SI":"莱佛士医疗","D05.SI":"星展集团控股","WJP.SI":"维康","S68.SI":"新加坡交易所"},"source_url":"https://thesmartinvestor.com.sg/4-singapore-stocks-you-can-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192571217","content_text":"Here are four stocks you can safely own for the rest of your life.“Buy and hold” is a common investing mantra but it’s important to be selective on which stocks qualify.Ideally, you should look for companies with strong franchises, a competitive moat, and a track record of doing well through good times and bad.It also helps if these stocks pay out a dividend that can act as a stream of passive income.Blue-chip companies can qualify, along with businesses that generate healthy free cash flow and have strong branding and a dominant market share.Here are four Singapore stocks that I believe you can buy and hold for the rest of your life.VICOM Limited (SGX: WJP)VICOM is a leading provider of inspection and technical testing services.The group is a subsidiary of ComfortDelGro Corporation Limited (SGX: C52) and provides both vehicular and non-vehicular testing and inspection services.VICOM has a market share of close to 75% in the vehicle inspection market and the group inspected a record 523,639 vehicles in fiscal 2021 (FY2021).The inspection specialist also has a long track record of generating free cash flow and also maintains a debt-free balance sheet.For the first quarter of 2022 (1Q2022), VICOM’s business update saw revenue rise by 8.1% year on year to S$26 million.Operating profit edged up 5.7% year on year while net profit inched up 3% year on year to S$6.3 million.VICOM has also been a consistent payer of dividends.It paid out a final dividend of S$0.0324 and a special dividend of S$0.02 for FY2021.Together with FY2021’s interim dividend of S$0.0304, the total dividend for FY2021 came up to S$0.0828, giving its shares a trailing dividend yield of 4.1%.Singapore Exchange Limited (SGX: S68)Singapore Exchange Limited, or SGX, is Singapore’s sole stock exchange operator.The group enjoys a natural monopoly and has a long track record of paying out dividends since 2001.The bourse operator offers a comprehensive range of securities such as shares, bonds, and derivatives for its clients to buy and sell and hedge their investment portfolios.SGX has several catalysts in place to help it grow its securities trading volume.First off, the group listed three special purpose acquisition companies, or SPACs, earlier this year.Next, it welcomed secondary listings of electric car maker Nio Inc (SGX: NIO) and liquor company Emperador (SGX: EMI) to boost investor interest.And more recently, it collaborated with the New York Stock Exchange to explore the dual listing of companies and also launched the NSE IFSC-SGX Connect to allow the trading and clearing of Nifty equity derivatives for global institutions.DBS Group (SGX: D05)DBS needs no introduction, being Singapore’s largest bank.The lender recently announced that net profit for the first half of 2022 (1H2022) came in at S$3.6 billion, just 3% short of its record-high last year.However, the bank upped its interim quarterly dividend from S$0.33 last year to S$0.36, and its shares provide a forward dividend yield of 4.3%.DBS has demonstrated its resilience throughout the pandemic as a rise in fee income compensated for lower net interest income.Looking ahead, the bank will benefit from the sharp hikes in interest rates as the US Federal Reserve attempts to bring down inflation.Investors in the financial institution can also look forward to the integration of its recent acquisition of Citigroup’s (NYSE: C) Taiwan consumer division and new income streams coming from the launch of a digital exchange.Raffles Medical Group (SGX: BSL)Raffles Medical Group, or RMG, is an integrated healthcare provider that provides a comprehensive range of healthcare services.RMG’s network comprises three tertiary hospitals and more than 100 multi-disciplinary clinics that offer services such as health screening, specialist care, and diagnostics.The group reported a healthy set of results for 1H222, with revenue up 11.2% year on year to S$382.3 million.Operating profit surged 54.1% year on year to S$86.4 million as patients streamed back to its clinics.Net profit jumped 51.3% year on year to S$59.7 million.RMG continues to support the Singapore government with testing and vaccination services for COVID-19.The group is cautiously optimistic that travel restrictions will ease in China, allowing normal business activities to resume.RMG has also obtained approval to set up an in-vitro fertilisation and assisted reproduction therapy centre in Hainan, China, to serve around 40 million women there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9040922501,"gmtCreate":1655603538004,"gmtModify":1676535669044,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"No worries if you plan to hold on to the stock forthe long term and are not a short-term speculator looking to make a quick buck.&nbsp;View it as a chance to accumulate more assets (in this case, shares).&nbsp;Companies will grow (or not). Do your homework and let that determine your decision, more than simply looking at the share price.&nbsp;","listText":"No worries if you plan to hold on to the stock forthe long term and are not a short-term speculator looking to make a quick buck.&nbsp;View it as a chance to accumulate more assets (in this case, shares).&nbsp;Companies will grow (or not). Do your homework and let that determine your decision, more than simply looking at the share price.&nbsp;","text":"No worries if you plan to hold on to the stock forthe long term and are not a short-term speculator looking to make a quick buck. View it as a chance to accumulate more assets (in this case, shares). Companies will grow (or not). Do your homework and let that determine your decision, more than simply looking at the share price.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":29,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9040922501","repostId":"1182929680","repostType":2,"repost":{"id":"1182929680","pubTimestamp":1655602617,"share":"https://www.laohu8.com/m/news/1182929680?lang=&edition=full","pubTime":"2022-06-19 09:36","market":"us","language":"en","title":"Tesla’s Stock Split: What You Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1182929680","media":"investorplace","summary":"Tesla stock has been trading at a high nominal price for quite awhile. So what explains the company’s move to split the stock right now?In a stock split, the value of your investment doesn’t change. If you own 100 shares of Tesla stock at $750 per share on the day of the split, for example, you’ll own 300 shares at the new split price of $250 once the transaction goes into effect. In each case, the underlying stock is worth $75,000.While the stock split itself doesn’t change an investment’s valu","content":"<html><head></head><body><ul><li><b>Tesla</b>(<b><u>TSLA</u></b>) announced a three-for-one stock split on Friday.</li><li>It will ask shareholders for approval to make this split happen.</li><li>This could be a short-term catalyst to boost Tesla&#39;s stock price.</li></ul><p><img src=\"https://static.tigerbbs.com/42f7c5edde055ce1d41ff25e50e2e027\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) stock is in a bit of a tailspin recently. Since topping $1,200 per share last fall, Tesla shares have fallen to the mid-$600 range per share today. Despite that recent decline, however, the stock has still rallied tremendously over a longer term horizon.</p><p>As a result, Tesla’s management announced a forthcoming three-for-one stock split on Friday. Will this upcoming stock split be enough to get Tesla stock moving forward again? Here’s what you need to know.</p><table><tbody><tr><td><b>Ticker</b></td><td><b>Company</b></td><td><b>Price</b></td></tr><tr><td><b><u>TSLA</u></b></td><td>Tesla, Inc.</td><td>$639.30</td></tr></tbody></table><h2>Tesla Asks for Shareholder Approval</h2><p>First off, the proposed split isn’t a done deal yet. Oftentimes, companies simply announce a stock split and that’s that. However, in this case, Tesla needs to obtain shareholder approval to execute its planned stock split.</p><p>This is because Tesla currently has a cap at a maximum of two billion authorized shares of outstanding Tesla stock. However, there are currently 1,036,390,569 shares of existing TSLA stock. This means that Tesla will have roughly 3.1 billion shares of stock after its proposed split, which is well over the present two billion cap. Thus, Tesla isrequesting shareholder approvalfor an Authorized Shares Amendment to lift the permittable outstanding share count well above three billion. There’s no reason to think, however, that shareholders would fail to approve this request.</p><h2>Why Is Tesla Splitting its Stock?</h2><p>Tesla stock has been trading at a high nominal price for quite awhile. So what explains the company’s move to split the stock right now? In itsproxy statement, Tesla called out its employee compensation as a primary driver behind the move:</p><blockquote>“We believe the Stock Split would help reset the market price of our common stock so that our employees will have more flexibility in managing their equity, all of which, in our view, may help maximize stockholder value. In addition, as retail investors have expressed a high level of interest in investing in our stock, we believe the Stock Split will also make our common stock more accessible to our retail shareholders.”</blockquote><p>In addition, as that statement highlights, Tesla believes this will make TSLA stock more appealing for retail investors. And that’s probably true. Here’s why.</p><h2>What’s it Mean for Tesla Shareholders?</h2><p>In a stock split, the value of your investment doesn’t change. If you own 100 shares of Tesla stock at $750 per share on the day of the split, for example, you’ll own 300 shares at the new split price of $250 once the transaction goes into effect. In each case, the underlying stock is worth $75,000.</p><p>While the stock split itself doesn’t change an investment’s value, it can change sentiment. As Tesla’s explanation above showed, it may help newer employees feel that the shares are still at an accessible price to invest in. Same goes for some investors who may not have much capital to work with. A $250 stock feels more approachable than a $750 one.</p><p>Finally, there’s an impact in the options market, as well. To buy a call option on Tesla, for example, it often costs thousands of dollars per contract due to the high stock price of the underlying company. Making Tesla’s stock cheaper will also make its corresponding options more affordable for average retail traders. As much of Tesla’s overall trading activity occurs in put and call options, this split could help level the playing field for smaller investors.</p><h2>TSLA Stock Verdict</h2><p>To be clear, splitting one’s stock isn’t a foolproof move. <b>Amazon.com</b>(NASDAQ:<b><u>AMZN</u></b>), for example, just issued a20:1 stock splitof its shares and that did nothing to support the stock price. AMZN stock fell 12% during the week as the split went into effect. So, to be clear, prevailing market conditions can outweigh factors such as a stock split.</p><p>In general, however, a stock split should be a positive event for a company’s share price on average. And with Tesla shares down so sharply in recent months, any sort of positive catalyst could be enough to turn things around. It’s not just the stock split either. On Friday,<b>UBS</b>(NYSE:<b><u>UBS</u></b>) upgraded TSLA stock and gave it a$1,100 price target. These factors could give Tesla a boost in coming weeks.</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>Tesla’s Stock Split: What You Need to Know</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’s Stock Split: What You Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-19 09:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/teslas-stock-split-what-you-need-to-know/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla(TSLA) announced a three-for-one stock split on Friday.It will ask shareholders for approval to make this split happen.This could be a short-term catalyst to boost Tesla's stock price.Tesla(...</p>\n\n<a href=\"https://investorplace.com/2022/06/teslas-stock-split-what-you-need-to-know/\">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://investorplace.com/2022/06/teslas-stock-split-what-you-need-to-know/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182929680","content_text":"Tesla(TSLA) announced a three-for-one stock split on Friday.It will ask shareholders for approval to make this split happen.This could be a short-term catalyst to boost Tesla's stock price.Tesla(NASDAQ:TSLA) stock is in a bit of a tailspin recently. Since topping $1,200 per share last fall, Tesla shares have fallen to the mid-$600 range per share today. Despite that recent decline, however, the stock has still rallied tremendously over a longer term horizon.As a result, Tesla’s management announced a forthcoming three-for-one stock split on Friday. Will this upcoming stock split be enough to get Tesla stock moving forward again? Here’s what you need to know.TickerCompanyPriceTSLATesla, Inc.$639.30Tesla Asks for Shareholder ApprovalFirst off, the proposed split isn’t a done deal yet. Oftentimes, companies simply announce a stock split and that’s that. However, in this case, Tesla needs to obtain shareholder approval to execute its planned stock split.This is because Tesla currently has a cap at a maximum of two billion authorized shares of outstanding Tesla stock. However, there are currently 1,036,390,569 shares of existing TSLA stock. This means that Tesla will have roughly 3.1 billion shares of stock after its proposed split, which is well over the present two billion cap. Thus, Tesla isrequesting shareholder approvalfor an Authorized Shares Amendment to lift the permittable outstanding share count well above three billion. There’s no reason to think, however, that shareholders would fail to approve this request.Why Is Tesla Splitting its Stock?Tesla stock has been trading at a high nominal price for quite awhile. So what explains the company’s move to split the stock right now? In itsproxy statement, Tesla called out its employee compensation as a primary driver behind the move:“We believe the Stock Split would help reset the market price of our common stock so that our employees will have more flexibility in managing their equity, all of which, in our view, may help maximize stockholder value. In addition, as retail investors have expressed a high level of interest in investing in our stock, we believe the Stock Split will also make our common stock more accessible to our retail shareholders.”In addition, as that statement highlights, Tesla believes this will make TSLA stock more appealing for retail investors. And that’s probably true. Here’s why.What’s it Mean for Tesla Shareholders?In a stock split, the value of your investment doesn’t change. If you own 100 shares of Tesla stock at $750 per share on the day of the split, for example, you’ll own 300 shares at the new split price of $250 once the transaction goes into effect. In each case, the underlying stock is worth $75,000.While the stock split itself doesn’t change an investment’s value, it can change sentiment. As Tesla’s explanation above showed, it may help newer employees feel that the shares are still at an accessible price to invest in. Same goes for some investors who may not have much capital to work with. A $250 stock feels more approachable than a $750 one.Finally, there’s an impact in the options market, as well. To buy a call option on Tesla, for example, it often costs thousands of dollars per contract due to the high stock price of the underlying company. Making Tesla’s stock cheaper will also make its corresponding options more affordable for average retail traders. As much of Tesla’s overall trading activity occurs in put and call options, this split could help level the playing field for smaller investors.TSLA Stock VerdictTo be clear, splitting one’s stock isn’t a foolproof move. Amazon.com(NASDAQ:AMZN), for example, just issued a20:1 stock splitof its shares and that did nothing to support the stock price. AMZN stock fell 12% during the week as the split went into effect. So, to be clear, prevailing market conditions can outweigh factors such as a stock split.In general, however, a stock split should be a positive event for a company’s share price on average. And with Tesla shares down so sharply in recent months, any sort of positive catalyst could be enough to turn things around. It’s not just the stock split either. On Friday,UBS(NYSE:UBS) upgraded TSLA stock and gave it a$1,100 price target. These factors could give Tesla a boost in coming weeks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000478","authorId":"9000000000000478","name":"Maria_yy","avatar":"https://static.tigerbbs.com/0cd35158209bf23b606a5949a0e97781","crmLevel":1,"crmLevelSwitch":0},"content":"Your post is very inspiring to me. Thanks for sharing","text":"Your post is very inspiring to me. Thanks for sharing","html":"Your post is very inspiring to me. Thanks for sharing"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9922336134,"gmtCreate":1671686452628,"gmtModify":1676538576412,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow.&nbsp; Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.&nbsp;","listText":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow.&nbsp; Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.&nbsp;","text":"Even with the seemingly-attractive share price, there are red flags in that the balance sheet is negative, and there is not much cash flow. Looking at these \"business numbers\", so to speak, it would occur to me that it might be better to stay away for now, until there is some indication of improvement for BBBY.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":29,"commentSize":24,"repostSize":0,"link":"https://ttm.financial/post/9922336134","repostId":"2293234635","repostType":2,"repost":{"id":"2293234635","pubTimestamp":1671685883,"share":"https://www.laohu8.com/m/news/2293234635?lang=&edition=full","pubTime":"2022-12-22 13:11","market":"us","language":"en","title":"Is Bed Bath & Beyond Stock Really a Cheap Buy? Here's What the Charts Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2293234635","media":"Motley Fool","summary":"The home goods retailer's stock is extremely cheap. Is this a buying opportunity or a sign of impending collapse? Let's find out.","content":"<html><head></head><body><p><b>Bed Bath &amp; Beyond</b> shares have taken a severe beating in 2022. The home goods retailer&#39;s stock price stands 91% below the 52-week highs of March and 81% short of its year-ago reading.</p><p>Many investors see a great buying opportunity in these low share prices. Bed Bath &amp; Beyond is a popular meme stock with a robust following on social media, and the stock supports a generous amount of daily trading.</p><p>Bed Bath &amp; Beyond&#39;s average daily trading volume, measured in the total dollar value of the shares changing hands, is comparable to other meme-stock favorites such as electric truck maker <b>Nikola</b> and crypto-mining specialist <b>Riot Blockchain</b>.</p><p>As heavily traded as Riot and Nikola are, they can&#39;t hold a candle to Bed Bath &amp; Beyond&#39;s market activity considering each stock&#39;s total market footprint. On an average day in the last three months, 4% of Nikola&#39;s shares found new owners, and Riot traders moved 9% of that company&#39;s market cap. Meanwhile, 16% of Bed Bath &amp; Beyond shares were traded daily.</p><p>In other words, lots of people are buying and selling this stock right now, and people on the buying side of that equation are hoping for a soaring recovery. Bed Bath &amp; Beyond&#39;s stock is valued at just 0.03 times trailing sales today. The valuation chart below suggests two possible outcomes to this drama:</p><p><img src=\"https://static.tigerbbs.com/c5ac8583ad6c96dd7fb2eb7d7775d27e\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BBBY PS Ratio data by YCharts</p><p>Market makers expect either a tremendous turnaround story where brave buyers near the bottom of this chasm will multiply their investments many times over, or an upcoming bankruptcy filing and liquidation.</p><p>I&#39;m not saying that the happy ending is unthinkable. You might recall the late summer of 1997, when <b>Apple</b> was dealing with negative free cash flows and falling revenues, and arch-rival <b>Microsoft</b> saved the Macintosh maker&#39;s bacon with a $150 million investment and a five-year technology alliance. Today, Apple is the most valuable stock on the market, $300 billion ahead of its old friend, Microsoft. Nothing is impossible.</p><p>However, Bed Bath &amp; Beyond faces a nearly hopeless task here. The company&#39;s woes started long before the COVID-19 pandemic showed up, but the health crisis may have settled the score. Trailing sales are plunging, the company is burning more than a billion dollars of cash annually, and the book value is actually negative nowadays. In other words, if worse comes to worst and Bed Bad &amp; Beyond files for bankruptcy protection, shareholders will most likely walk away from the fiscal rescue process empty-handed.</p><p><img src=\"https://static.tigerbbs.com/5e1b23dd2de691bd754da87e4013b953\" tg-width=\"1015\" tg-height=\"727\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>BBBY Revenue (TTM) data by YCharts</p><p>So I would not recommend buying this stock today, even from the deepest and darkest corner of Wall Street&#39;s bargain bin. Bed Bath &amp; Beyond has moved into that spot for good reasons, as the company has struggled to find customers in this era of rising e-commerce retailers. It&#39;s hard to run a nationwide chain of big-box retail stores at a profit nowadays.</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>Is Bed Bath & Beyond Stock Really a Cheap Buy? Here's What the Charts Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Bed Bath & Beyond Stock Really a Cheap Buy? Here's What the Charts Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-22 13:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/21/is-bed-bath-beyond-stock-really-a-cheap-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bed Bath & Beyond shares have taken a severe beating in 2022. The home goods retailer's stock price stands 91% below the 52-week highs of March and 81% short of its year-ago reading.Many investors see...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/21/is-bed-bath-beyond-stock-really-a-cheap-buy/\">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"},"source_url":"https://www.fool.com/investing/2022/12/21/is-bed-bath-beyond-stock-really-a-cheap-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2293234635","content_text":"Bed Bath & Beyond shares have taken a severe beating in 2022. The home goods retailer's stock price stands 91% below the 52-week highs of March and 81% short of its year-ago reading.Many investors see a great buying opportunity in these low share prices. Bed Bath & Beyond is a popular meme stock with a robust following on social media, and the stock supports a generous amount of daily trading.Bed Bath & Beyond's average daily trading volume, measured in the total dollar value of the shares changing hands, is comparable to other meme-stock favorites such as electric truck maker Nikola and crypto-mining specialist Riot Blockchain.As heavily traded as Riot and Nikola are, they can't hold a candle to Bed Bath & Beyond's market activity considering each stock's total market footprint. On an average day in the last three months, 4% of Nikola's shares found new owners, and Riot traders moved 9% of that company's market cap. Meanwhile, 16% of Bed Bath & Beyond shares were traded daily.In other words, lots of people are buying and selling this stock right now, and people on the buying side of that equation are hoping for a soaring recovery. Bed Bath & Beyond's stock is valued at just 0.03 times trailing sales today. The valuation chart below suggests two possible outcomes to this drama:BBBY PS Ratio data by YChartsMarket makers expect either a tremendous turnaround story where brave buyers near the bottom of this chasm will multiply their investments many times over, or an upcoming bankruptcy filing and liquidation.I'm not saying that the happy ending is unthinkable. You might recall the late summer of 1997, when Apple was dealing with negative free cash flows and falling revenues, and arch-rival Microsoft saved the Macintosh maker's bacon with a $150 million investment and a five-year technology alliance. Today, Apple is the most valuable stock on the market, $300 billion ahead of its old friend, Microsoft. Nothing is impossible.However, Bed Bath & Beyond faces a nearly hopeless task here. The company's woes started long before the COVID-19 pandemic showed up, but the health crisis may have settled the score. Trailing sales are plunging, the company is burning more than a billion dollars of cash annually, and the book value is actually negative nowadays. In other words, if worse comes to worst and Bed Bad & Beyond files for bankruptcy protection, shareholders will most likely walk away from the fiscal rescue process empty-handed.BBBY Revenue (TTM) data by YChartsSo I would not recommend buying this stock today, even from the deepest and darkest corner of Wall Street's bargain bin. Bed Bath & Beyond has moved into that spot for good reasons, as the company has struggled to find customers in this era of rising e-commerce retailers. It's hard to run a nationwide chain of big-box retail stores at a profit nowadays.","news_type":1},"isVote":1,"tweetType":1,"viewCount":734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071862909,"gmtCreate":1657509580701,"gmtModify":1676536017160,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Very good advice. I am trying my hand at selling put options too. My approach:1) look at companies you believe in. A put, after all, means that you believe that the share price not drop below a certain amount.&nbsp;2) look at companies YOU CAN AFFORD. This is not a game: while we can always buy back the option (to cut losses, ostensibly) closer to expiry, you must always assume a worst-case scenario, which is that you must buy a lot of 100 shares if the said stock. So make sure you can afford it to avoid unnecessary trouble.&nbsp;3) same as (2), but look at companies you believe it. After all, owning 100 shares of a company you believe in will always be a good thing. Just make sure you don't overextend your finances while doing so!Would love to hear your perspectives too. 😃","listText":"Very good advice. I am trying my hand at selling put options too. My approach:1) look at companies you believe in. A put, after all, means that you believe that the share price not drop below a certain amount.&nbsp;2) look at companies YOU CAN AFFORD. This is not a game: while we can always buy back the option (to cut losses, ostensibly) closer to expiry, you must always assume a worst-case scenario, which is that you must buy a lot of 100 shares if the said stock. So make sure you can afford it to avoid unnecessary trouble.&nbsp;3) same as (2), but look at companies you believe it. After all, owning 100 shares of a company you believe in will always be a good thing. Just make sure you don't overextend your finances while doing so!Would love to hear your perspectives too. 😃","text":"Very good advice. I am trying my hand at selling put options too. My approach:1) look at companies you believe in. A put, after all, means that you believe that the share price not drop below a certain amount. 2) look at companies YOU CAN AFFORD. This is not a game: while we can always buy back the option (to cut losses, ostensibly) closer to expiry, you must always assume a worst-case scenario, which is that you must buy a lot of 100 shares if the said stock. So make sure you can afford it to avoid unnecessary trouble. 3) same as (2), but look at companies you believe it. After all, owning 100 shares of a company you believe in will always be a good thing. Just make sure you don't overextend your finances while doing so!Would love to hear your perspectives too. 😃","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071862909","repostId":"1147195336","repostType":2,"repost":{"id":"1147195336","pubTimestamp":1657505714,"share":"https://www.laohu8.com/m/news/1147195336?lang=&edition=full","pubTime":"2022-07-11 10:15","market":"other","language":"en","title":"Does Selling Put Options During a Market Downturn Provide a Safety Net?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147195336","media":"KITCO","summary":"In a significant market downturn, bearish sentiment, if not outright fear, can drive down the share ","content":"<html><head></head><body><p>In a significant market downturn, bearish sentiment, if not outright fear, can drive down the share price of good companies rather drastically. When the market is in a sustained selling mood, there can be a substantial disconnect between the long-term fundamentals and the technical price action we see on the chart.</p><p><b>The Temptation to Bottom Fish</b></p><p>What can we do when good companies are trading at what appear to be bargain prices? We could &#34;stick our toe in the water&#34; and buy shares. But what if we&#39;re wrong about whether a bottom in the share price is in place? Or what if the stock takes a very long time to build a base and goes nowhere for an extended period?</p><p><b>Selling Puts</b></p><p>Rather than buying shares, we could sell put options instead. It&#39;s a strategy famously used by Warren Buffett to acquire shares at a discount.</p><p>First, a quick review ofput options. Someone who owns or is &#34;long&#34; a put has paid a premium to have the right, but not the obligation, to sell shares to the counterparty at the strike price. But that right exists only until the option expires.</p><p>The counterparty who has sold, or is &#34;short&#34; a put, has an obligation to buy shares at the strike price. That obligation is eliminated when the option expires, and the put seller gets to keep the premium collected whether they have shares &#34;put to them&#34; or not.</p><p>Although selling puts can be a way to acquire shares at a discount, traders (as opposed to investors) may just be interested in collecting the put premium as an income strategy.</p><p><b>Rules to Remember</b></p><p>We must like the stock at or around the strike price and believe it will recover over time. Even if we&#39;re just selling puts to collect premiums, keep in mind that we could end up owning shares.</p><p>Of course, there must be options available on the stock. The options should have good liquidity – decent volume, open interest, and bid/ask spreads that aren&#39;t too wide. The strike prices near the current share price should have hundreds, if not thousands, of open interest contracts. The bid/ask spreads on the options should be just a few pennies wide. It&#39;s usually a good sign of option liquidity if weekly, not just monthly, options are available.</p><p><b>What Makes a Good Candidate?</b></p><p>Look for companies with a long history of good earnings that have rebounded after many economic cycles. The company sells a product or service that will likely remain in demand for the foreseeable future. (No &#34;buggy whip&#34; manufacturers.) A good candidate will likely weather the current storm and come out okay when the economy recovers.</p><p>Ideally, the share price is under $25, preferably under $20. At that price level and below, the option premiums relative to the share price make for efficient use of capital and an attractive return on risk.</p><p><b>Example Setup</b></p><p>Say company &#34;ABC&#34; was trading for $34 a share before the general market selloff but now is trading for roughly half that at $15.60. There is &#34;blood in the streets,&#34; but overall sentiment may be improving.</p><p>The price action on the chart shows some tentative signs of bottoming. A gap up with increased volume is a good sign. A recent earnings report that wasn&#39;t as &#34;bad&#34; as expected is another good sign.</p><p>In this example, the premium for the $15 put is $1.20 for an expiration 42 days away. While the $15 strike is currently out-of-the-money (OTM), if we had shares put to us at $15, our cost basis would be $15 - $1.20, or $13.80.</p><p>If the shares were trading at $14 at expiration, we&#39;d have shares put to us. But we would still be ahead on the trade with a profit. We could turn around and sell those shares at $14 and have a profit of $0.20.</p><p>As options sellers, we&#39;re selling time value that decays as the expiration date approaches. We know that regardless of what happens with the share price, the time value we sold will be $0 at expiration.</p><p>As an alternative to risking assignment, we could roll the trade forward rather than wait for shares to be put for us. We could buy back the option on or near the expiration date and sell another option further out in time. We can typically do that for a net credit. In this example, we might be able to collect another $1 in premium. So now our risk in the trade is reduced to $15 - $1.20 - $1.00 = $12.80.</p><p><b>Summary</b></p><p>Put selling can be a savvy way to go &#34;bottom-fishing&#34; for good stocks, either to acquire shares at a discount or just collect option premiums. Selling puts gives us a way to get &#34;paid&#34; while we wait for the share price to recover. We can make a profit if the share price goes up, sideways, or even down a bit.</p><p>Enjoy your day!</p></body></html>","source":"lsy1657505665102","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>Does Selling Put Options During a Market Downturn Provide a Safety Net?</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\">\nDoes Selling Put Options During a Market Downturn Provide a Safety Net?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-11 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.kitco.com/commentaries/2022-07-08/Does-selling-put-options-during-a-market-downturn-provide-a-safety-net.html><strong>KITCO</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In a significant market downturn, bearish sentiment, if not outright fear, can drive down the share price of good companies rather drastically. When the market is in a sustained selling mood, there ...</p>\n\n<a href=\"https://www.kitco.com/commentaries/2022-07-08/Does-selling-put-options-during-a-market-downturn-provide-a-safety-net.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.kitco.com/commentaries/2022-07-08/Does-selling-put-options-during-a-market-downturn-provide-a-safety-net.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147195336","content_text":"In a significant market downturn, bearish sentiment, if not outright fear, can drive down the share price of good companies rather drastically. When the market is in a sustained selling mood, there can be a substantial disconnect between the long-term fundamentals and the technical price action we see on the chart.The Temptation to Bottom FishWhat can we do when good companies are trading at what appear to be bargain prices? We could \"stick our toe in the water\" and buy shares. But what if we're wrong about whether a bottom in the share price is in place? Or what if the stock takes a very long time to build a base and goes nowhere for an extended period?Selling PutsRather than buying shares, we could sell put options instead. It's a strategy famously used by Warren Buffett to acquire shares at a discount.First, a quick review ofput options. Someone who owns or is \"long\" a put has paid a premium to have the right, but not the obligation, to sell shares to the counterparty at the strike price. But that right exists only until the option expires.The counterparty who has sold, or is \"short\" a put, has an obligation to buy shares at the strike price. That obligation is eliminated when the option expires, and the put seller gets to keep the premium collected whether they have shares \"put to them\" or not.Although selling puts can be a way to acquire shares at a discount, traders (as opposed to investors) may just be interested in collecting the put premium as an income strategy.Rules to RememberWe must like the stock at or around the strike price and believe it will recover over time. Even if we're just selling puts to collect premiums, keep in mind that we could end up owning shares.Of course, there must be options available on the stock. The options should have good liquidity – decent volume, open interest, and bid/ask spreads that aren't too wide. The strike prices near the current share price should have hundreds, if not thousands, of open interest contracts. The bid/ask spreads on the options should be just a few pennies wide. It's usually a good sign of option liquidity if weekly, not just monthly, options are available.What Makes a Good Candidate?Look for companies with a long history of good earnings that have rebounded after many economic cycles. The company sells a product or service that will likely remain in demand for the foreseeable future. (No \"buggy whip\" manufacturers.) A good candidate will likely weather the current storm and come out okay when the economy recovers.Ideally, the share price is under $25, preferably under $20. At that price level and below, the option premiums relative to the share price make for efficient use of capital and an attractive return on risk.Example SetupSay company \"ABC\" was trading for $34 a share before the general market selloff but now is trading for roughly half that at $15.60. There is \"blood in the streets,\" but overall sentiment may be improving.The price action on the chart shows some tentative signs of bottoming. A gap up with increased volume is a good sign. A recent earnings report that wasn't as \"bad\" as expected is another good sign.In this example, the premium for the $15 put is $1.20 for an expiration 42 days away. While the $15 strike is currently out-of-the-money (OTM), if we had shares put to us at $15, our cost basis would be $15 - $1.20, or $13.80.If the shares were trading at $14 at expiration, we'd have shares put to us. But we would still be ahead on the trade with a profit. We could turn around and sell those shares at $14 and have a profit of $0.20.As options sellers, we're selling time value that decays as the expiration date approaches. We know that regardless of what happens with the share price, the time value we sold will be $0 at expiration.As an alternative to risking assignment, we could roll the trade forward rather than wait for shares to be put for us. We could buy back the option on or near the expiration date and sell another option further out in time. We can typically do that for a net credit. In this example, we might be able to collect another $1 in premium. So now our risk in the trade is reduced to $15 - $1.20 - $1.00 = $12.80.SummaryPut selling can be a savvy way to go \"bottom-fishing\" for good stocks, either to acquire shares at a discount or just collect option premiums. Selling puts gives us a way to get \"paid\" while we wait for the share price to recover. We can make a profit if the share price goes up, sideways, or even down a bit.Enjoy your day!","news_type":1},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102578986641510","authorId":"4102578986641510","name":"lappiloco","avatar":"https://community-static.tradeup.com/news/d533ea278e6d41d71194d1f54aeee83e","crmLevel":3,"crmLevelSwitch":1},"content":"tesla and amd =)","text":"tesla and amd =)","html":"tesla and amd =)"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074078952,"gmtCreate":1658278491476,"gmtModify":1676536133182,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>For the first time in what feels like a long time (maybe since the 20-for-1 split?), Amazon is in the green. The recent Prime Day(s) would have certainly played a part. Hopefully this&nbsp;continues.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a>For the first time in what feels like a long time (maybe since the 20-for-1 split?), Amazon is in the green. The recent Prime Day(s) would have certainly played a part. Hopefully this&nbsp;continues.&nbsp;","text":"$Amazon.com(AMZN)$For the first time in what feels like a long time (maybe since the 20-for-1 split?), Amazon is in the green. The recent Prime Day(s) would have certainly played a part. Hopefully this continues.","images":[{"img":"https://community-static.tradeup.com/news/7c6e952214855b67ed5608c96a2734fd","width":"1242","height":"2445"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074078952","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9908791413,"gmtCreate":1659432220234,"gmtModify":1705980302490,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Tesla is never \"safe\". It is very volatile! Know your businesses before investing into them, and you will not panic when the stock prices change. Not too happy&nbsp;when it rises, nor too sad when it dips.Have the stomach to&nbsp;take changes in the market (especially for a stock like Tesla, with plenty of Rises and&nbsp;falls). Otherwise, I would say that one can expect Tesla to do (generally) well. It is a market leader and pioneer in its industry, after all.&nbsp;","listText":"Tesla is never \"safe\". It is very volatile! Know your businesses before investing into them, and you will not panic when the stock prices change. Not too happy&nbsp;when it rises, nor too sad when it dips.Have the stomach to&nbsp;take changes in the market (especially for a stock like Tesla, with plenty of Rises and&nbsp;falls). Otherwise, I would say that one can expect Tesla to do (generally) well. It is a market leader and pioneer in its industry, after all.&nbsp;","text":"Tesla is never \"safe\". It is very volatile! Know your businesses before investing into them, and you will not panic when the stock prices change. Not too happy when it rises, nor too sad when it dips.Have the stomach to take changes in the market (especially for a stock like Tesla, with plenty of Rises and falls). Otherwise, I would say that one can expect Tesla to do (generally) well. It is a market leader and pioneer in its industry, after all.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908791413","repostId":"2256654277","repostType":4,"repost":{"id":"2256654277","pubTimestamp":1659454665,"share":"https://www.laohu8.com/m/news/2256654277?lang=&edition=full","pubTime":"2022-08-02 23:37","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2256654277","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>Things roughly worked out for my &#34;three stocks to avoid&#34; column last week. The three stocks I thought were going to lose to the market for the week -- <b>Shopify</b>, <b>Fat Brands</b>, and <b>Tesla Motors</b> -- declined 7%, rose 1%, and surged 9%, respectively, averaging out to a 1% increase.</p><p>The <b>S&amp;P 500</b> experienced a 4.3% move higher. I was correct, as the average return of the three of the investments I figured would fare worse fell short. I have now been right in 27 of the past 41 weeks.</p><p>Where do I go to next? I see <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b>, <b>TrueCar</b>, and <b>Tesla Motors</b> as stocks you may want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>Wayfair</b></h2><p>One of the market&#39;s big winners during the early stages of the COVID-19 crisis has buckled like a flimsy sofa. Wayfair was a market darling when we were hunkering down at the start of the pandemic. We were going to spend a lot of time at home, so we were turning to the online retailer of furniture and other home essentials to get as comfortable as possible. A lot of folks also moved to the suburbs to get more bang for their real estate buck, and those new digs needed new pieces of furniture to make the house a home.</p><p>It&#39;s a whole new world for Wayfair. Revenue growth has been negative for four consecutive quarters. The bottom line is getting worse. In just the last three months we&#39;ve seen Wall Street estimates for losses more than double for 2022 and almost quadruple come next year. The new shift to enter physical retail won&#39;t be cheap. With sales expected to decline this year and profitability nowhere in sight it&#39;s hard to get excited about Wayfair despite its brand awareness and cool digital tools like letting shoppers use augmented reality to see what a potential purchase would look like in their actual room. Wayfair reports quarterly results on Thursday morning. The market&#39;s already bracing for a bad report, but sometimes that&#39;s not enough.</p><h2><b>TrueCar</b></h2><p>The online lead generator for auto showrooms has been up on blocks lately. Revenue is going the wrong way. Losses are mounting. It has posted larger-than-expected deficits in back-to-back quarters. Analyst forecasts for red ink continue to grow. It&#39;s against this uninspiring backdrop that TrueCar reports its second-quarter financial results on Tuesday afternoon.</p><p>TrueCar has run into a few speed bumps over the years. It has had to tweak its original shopper-friendly model to appeal to both buyers and showroom dealers, and that&#39;s a delicate balance. This is also a rough time to be selling vehicles with high gas prices and lean inventory for the hotter cars. The stock has shed nearly 90% of its value since peaking eight years ago, and it&#39;s hard to say that it isn&#39;t a lemon these days.</p><h2><b>Tesla Motors</b></h2><p>This is the third week in a row that Tesla Motors makes the cut. I was wrong the last two weeks. Is the third time the charm or the harm? The stock has risen this month despite a far from perfect quarterly update and a whirlwind of controversies and distractions.</p><p>Tesla has outpaced the market the last two weeks as a high-beta stock on cruise control in a rising market. The stock&#39;s steep valuation seems immune to weakness in the general automotive market, and rising gas prices are naturally an incentive to go electric. After two weeks of big moves, I feel it&#39;s time for Tesla Motors to pull off the road and recharge. We&#39;ll see if I get burned again.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Wayfair, TrueCar and Tesla Motors this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/01/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Things roughly worked out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Shopify, Fat Brands, and Tesla Motors -- declined...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/01/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TRUE":"TrueCar, Inc.","W":"Wayfair","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/08/01/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256654277","content_text":"Things roughly worked out for my \"three stocks to avoid\" column last week. The three stocks I thought were going to lose to the market for the week -- Shopify, Fat Brands, and Tesla Motors -- declined 7%, rose 1%, and surged 9%, respectively, averaging out to a 1% increase.The S&P 500 experienced a 4.3% move higher. I was correct, as the average return of the three of the investments I figured would fare worse fell short. I have now been right in 27 of the past 41 weeks.Where do I go to next? I see Wayfair, TrueCar, and Tesla Motors as stocks you may want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.WayfairOne of the market's big winners during the early stages of the COVID-19 crisis has buckled like a flimsy sofa. Wayfair was a market darling when we were hunkering down at the start of the pandemic. We were going to spend a lot of time at home, so we were turning to the online retailer of furniture and other home essentials to get as comfortable as possible. A lot of folks also moved to the suburbs to get more bang for their real estate buck, and those new digs needed new pieces of furniture to make the house a home.It's a whole new world for Wayfair. Revenue growth has been negative for four consecutive quarters. The bottom line is getting worse. In just the last three months we've seen Wall Street estimates for losses more than double for 2022 and almost quadruple come next year. The new shift to enter physical retail won't be cheap. With sales expected to decline this year and profitability nowhere in sight it's hard to get excited about Wayfair despite its brand awareness and cool digital tools like letting shoppers use augmented reality to see what a potential purchase would look like in their actual room. Wayfair reports quarterly results on Thursday morning. The market's already bracing for a bad report, but sometimes that's not enough.TrueCarThe online lead generator for auto showrooms has been up on blocks lately. Revenue is going the wrong way. Losses are mounting. It has posted larger-than-expected deficits in back-to-back quarters. Analyst forecasts for red ink continue to grow. It's against this uninspiring backdrop that TrueCar reports its second-quarter financial results on Tuesday afternoon.TrueCar has run into a few speed bumps over the years. It has had to tweak its original shopper-friendly model to appeal to both buyers and showroom dealers, and that's a delicate balance. This is also a rough time to be selling vehicles with high gas prices and lean inventory for the hotter cars. The stock has shed nearly 90% of its value since peaking eight years ago, and it's hard to say that it isn't a lemon these days.Tesla MotorsThis is the third week in a row that Tesla Motors makes the cut. I was wrong the last two weeks. Is the third time the charm or the harm? The stock has risen this month despite a far from perfect quarterly update and a whirlwind of controversies and distractions.Tesla has outpaced the market the last two weeks as a high-beta stock on cruise control in a rising market. The stock's steep valuation seems immune to weakness in the general automotive market, and rising gas prices are naturally an incentive to go electric. After two weeks of big moves, I feel it's time for Tesla Motors to pull off the road and recharge. We'll see if I get burned again.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Wayfair, TrueCar and Tesla Motors this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9045596590,"gmtCreate":1656633845510,"gmtModify":1676535866567,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"While the first image people have when they think of Tesla is cars, it is also important to know that they are more than just an automotive maker. Even more encouragingly, the other businesses they are doing are all related to sustainable energy.&nbsp;Plenty of time (and room) for growth.&nbsp;","listText":"While the first image people have when they think of Tesla is cars, it is also important to know that they are more than just an automotive maker. Even more encouragingly, the other businesses they are doing are all related to sustainable energy.&nbsp;Plenty of time (and room) for growth.&nbsp;","text":"While the first image people have when they think of Tesla is cars, it is also important to know that they are more than just an automotive maker. Even more encouragingly, the other businesses they are doing are all related to sustainable energy. Plenty of time (and room) for growth.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9045596590","repostId":"2247388300","repostType":2,"repost":{"id":"2247388300","pubTimestamp":1656632368,"share":"https://www.laohu8.com/m/news/2247388300?lang=&edition=full","pubTime":"2022-07-01 07:39","market":"us","language":"en","title":"Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman","url":"https://stock-news.laohu8.com/highlight/detail?id=2247388300","media":"StreetInsider","summary":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger ne","content":"<html><head></head><body><p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.</p><p>The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”</p><p>While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.</p><p>“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.</p><p>Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.</p><p>“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.</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>Tesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Could Make Billions from Opening Up Its EV Supercharger Network - Goldman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-01 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20276082><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20276082\">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://www.streetinsider.com/dr/news.php?id=20276082","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247388300","content_text":"Goldman Sachs analyst Mark Delaney has made a case for opening Tesla’s (NASDAQ:TSLA) Supercharger network to all EV drivers.The network is the largest in the US and one of the largest globally with about 35,000 connectors. Delaney estimates that “utilization across the Supercharger network in the US by Tesla drivers is in the mid to high single digits range on average during the day.”While it is currently available only to Tesla owners, Delaney argues the EV company could generate sizeable revenue with strong incremental margins if it decides to make the network accessible to all EV drivers.“While opening the network could limit the reasons to buy a Tesla vs. another EV and is a key risk, it would bring more potential customers into the Tesla ecosystem and create a new revenue stream, especially at a time when there is a long wait time for new Tesla vehicle deliveries,” Delaney told clients in a note.Tesla said recently that it is aiming to triple the size of its global network that could see the Supercharger network growing to 90,000 by late 2023/2024. If this scenario materializes, Delaney sees a multi-billion revenue opportunity for the EV giant.“We estimate that the incremental revenue opportunity could be $1-$3 bn in a few years from opening up the network (although Tesla wouldn’t necessarily capture all of this) with relatively modest capex needs beyond what it would otherwise spend, and drive $0.15-$0.75 of incremental EPS. Moreover, we believe the SAM over the next 10-20 years would be substantially higher as the global vehicle fleet shifts to BEVs,” the analyst concluded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097112435042780","authorId":"4097112435042780","name":"Andrew cub","avatar":"https://static.tigerbbs.com/b5a04c94ed8355d7edc5ccec2886a154","crmLevel":7,"crmLevelSwitch":1},"content":"yup even hand phone coming","text":"yup even hand phone coming","html":"yup even hand phone coming"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050761041,"gmtCreate":1654243722583,"gmtModify":1676535419479,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Is this news verifiable?","listText":"Is this news verifiable?","text":"Is this news verifiable?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050761041","repostId":"1198205291","repostType":2,"repost":{"id":"1198205291","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":1654243263,"share":"https://www.laohu8.com/m/news/1198205291?lang=&edition=full","pubTime":"2022-06-03 16:01","market":"us","language":"en","title":"Musk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1198205291","media":"Tiger Newspress","summary":"The global economy apparently has the world's wealthiest man pretty concerned.An email with \"pause a","content":"<html><head></head><body><p>The global economy apparently has the world&#39;s wealthiest man pretty concerned.</p><p>An email with &#34;pause all hiring worldwide&#34; in the headline was reportedly sent to executives at electric-car giant Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Reuters reported late Thursday.</p><p>In the email, Chief Executive Elon Musk said he had a &#34;super bad feeling&#34; about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.</p><p>Musk&#39;s apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.</p><p>The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.</p><p>Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.</p><p>And while still the world&#39;s richest man, Musk&#39;s personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg&#39;s Billionaire Index</p><p>Tesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.<img src=\"https://static.tigerbbs.com/32b23018b2cbe002d096f5a7285080f6\" tg-width=\"826\" tg-height=\"829\" 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>Musk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report</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\">\nMusk Orders 10% Cut in Tesla Headcount Amid \"Super Bad Feeling\" about Economy: Report\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\">2022-06-03 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The global economy apparently has the world&#39;s wealthiest man pretty concerned.</p><p>An email with &#34;pause all hiring worldwide&#34; in the headline was reportedly sent to executives at electric-car giant Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, Reuters reported late Thursday.</p><p>In the email, Chief Executive Elon Musk said he had a &#34;super bad feeling&#34; about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.</p><p>Musk&#39;s apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase <a href=\"https://laohu8.com/S/JPM\">$(JPM)$</a> Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.</p><p>The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.</p><p>Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.</p><p>And while still the world&#39;s richest man, Musk&#39;s personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg&#39;s Billionaire Index</p><p>Tesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.<img src=\"https://static.tigerbbs.com/32b23018b2cbe002d096f5a7285080f6\" tg-width=\"826\" tg-height=\"829\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198205291","content_text":"The global economy apparently has the world's wealthiest man pretty concerned.An email with \"pause all hiring worldwide\" in the headline was reportedly sent to executives at electric-car giant Tesla $(TSLA)$, Reuters reported late Thursday.In the email, Chief Executive Elon Musk said he had a \"super bad feeling\" about the economy, and that employee headcount needed to be cut by 10%.  Tesla employed around 100,000 people at the end of 2021, according to its annual SEC filing. Tesla did not immediately respond to a request for comment.Musk's apparent economic gloom comes on the heels of attention-grabbing comments by JPMorgan Chase $(JPM)$ Chairman and Chief Executive Jamie Dimon, who warned of a looming economic hurricane, from rate hikes, the war in Ukraine and inflation.The report comes on the heels of an apparent demand by Musk for workers to return to the office or leave the company.Tesla shares have dropped 26% so far in 2022, amid a technology-led rout for the U.S. stock market. The EV maker has struggled to get its Shanghai factories back online amid COVID lockdowns since late March in the major Chinese city that Bloomberg reports have cost the company 40,000 lost units.And while still the world's richest man, Musk's personal fortune has dropped by $42.9 billion this year, leaving him with $227 billion, according to Bloomberg's Billionaire IndexTesla shares were down 2.71% in premarket trading after closing up 4.6% to $776 a share on Thursday, amid a broad-market rally.","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078275591,"gmtCreate":1657705168613,"gmtModify":1676536048872,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Reduce and rebalance your existing portfolio, butdon't let Apple exit your position totally.Apple is one of those brands with a certain pulling power to drive earnings. Bad days will come, but good days will, too.&nbsp;","listText":"Reduce and rebalance your existing portfolio, butdon't let Apple exit your position totally.Apple is one of those brands with a certain pulling power to drive earnings. Bad days will come, but good days will, too.&nbsp;","text":"Reduce and rebalance your existing portfolio, butdon't let Apple exit your position totally.Apple is one of those brands with a certain pulling power to drive earnings. Bad days will come, but good days will, too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078275591","repostId":"1183317786","repostType":4,"repost":{"id":"1183317786","pubTimestamp":1657725663,"share":"https://www.laohu8.com/m/news/1183317786?lang=&edition=full","pubTime":"2022-07-13 23:21","market":"us","language":"en","title":"Apple Could Be Squeezed By Falling Money Supply","url":"https://stock-news.laohu8.com/highlight/detail?id=1183317786","media":"Seeking Alpha","summary":"SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recen","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple seems sensitive to money supply changes.</li><li>The money supply has moved lower recently.</li><li>Recent comments from the Federal Reserve suggest the money supply could continue to fall.</li><li>Mega-cap stocks moved lower over the last eight months, while AAPL has resisted declining in line with its peers.</li></ul><p><b>An Ominous Sign Emerges From Recent Money Stock Changes</b></p><p>Apple&#39;s (NASDAQ:AAPL) profitability seems to respond to changes in the Real M2 Money Stock. With that data series moving steadily lower over the last seven months, I find myself wondering if Apple&#39;s business is close to a decline as well. It&#39;s hard to recommend outright shorting Apple, given their track record, but <i>investors might consider reducing their positions if they are currently holding AAPL shares</i>.</p><p><b>Apple Seems Sensitive To The Money Supply</b></p><p>Below, in orange, is a line that charts Apple&#39;s net income from 2010 to the present time. The overlaid green line shows the change in Real M2 Money Stock over the same twelve-year timeframe.</p><p><img src=\"https://static.tigerbbs.com/528936fdee032a8df5df1f1d9346f525\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 9, 2022.</p><p>Comparing Apple&#39;s total return to the same Real M2 Money Stock change over the last twelve years shows a similar trend. That isn&#39;t a surprising thing to observe: Apple has used profits to aggressively buy back shares starting in 2013.</p><p><img src=\"https://static.tigerbbs.com/2601df6c94bcf33cf9d8cb513831f02b\" tg-width=\"1280\" tg-height=\"438\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 9, 2022.</p><p>Below is a chart of Apple&#39;s revenue over the last five years, followed by the money stock over the same period.</p><p><img src=\"https://static.tigerbbs.com/d85bcf86056d9f31c4696dcff5cb61ce\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/f11921668cd853bfe3dc9a034bd4f0a1\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 11, 2022.</p><p>Before 2020, the last time the money stock jumped sharply higher was in the fall of 2008. Below is a graph that shows Apple&#39;s gross profit margin in 2008 and 2009 and one that shows net income in the same stretch, followed by the Real M2 Money Stock across the same timeframe.</p><p><img src=\"https://static.tigerbbs.com/bb3e8ea9499f7bf942e815b8629bc4b3\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/9de35bc7a244e8f28e9c7246ee334e17\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><img src=\"https://static.tigerbbs.com/5a0dcb7a36a761a9ae06fd52c7f67f09\" tg-width=\"640\" tg-height=\"247\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 11, 2022.</p><p>The money stock jumped by about 10.5% from Q3 2008 to Q2 2009. Apple&#39;s net income grew about 21% per quarter in that span. In the two years leading up to Q3 2008, Apple grew net income by about 12% per quarter, while the money stock increased less than 5% over that stretch.</p><p><b>Apple&#39;s Profit Margin Could Retreat From The Recent High Watermark</b><img src=\"https://static.tigerbbs.com/72bedb4549bcfeabac38c78e2582fbe3\" tg-width=\"1280\" tg-height=\"444\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Discussing recent high profit margins, an article posted to Forbes.com on February 3rd, 2021 suggested 1) that high revenues (at the time) helped Apple minimize the fixed costs that go into making an iPhone, 2) that Apple was more successful in convincing customers to buy the pro version of their devices, and 3) that growth in services revenue further absorbed fixed costs. I wanted to dig deeper into those suggestions.</p><p>Apple&#39;s total revenue over the last twelve years, charted below, moves somewhat sympathetically to gross profit margin at times but, to my eye, that relationship is hard to see with confidence.</p><p><img src=\"https://static.tigerbbs.com/0b79a57b9e23952ddfd1caa062c3d8fe\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>According tobacklinko.com, the iPhone 12 outsold the second most popular model, however, if you combine iPhone Pro Max and iPhone Pro sales numbers, the high-end phones outsold the iPhone 12 by 50%. Information sourced from 9to5mac.com confirms that the dynamic of buying the more expensive model was a change compared to the iPhone 11 launch, where the baseline model outsold the pro models.</p><p>Higher services hit a record in Q1 2021. It&#39;s intuitive to recognize that services revenue growth diminishes the fixed cost of designing the systems that support that arm of Apple&#39;s business. It doesn&#39;t cost Apple anything to sell an additional digital book, mp3, or app subscription. With a burst of new customers introduced to the Apple ecosystem during the pandemic, it logically follows that services would see a boost.</p><p>My independent checks of the claims made in the Forbes article lead me to believe that higher margins in 2020 and early 2021 were mostly a function of 1) selling pro versions of the devices Apple released and 2) growing services revenue. According to macrumors.com, the iPhone 13 is currently outselling the pro models, similar to the sales dynamic of the iPhone 11 launch. Although services revenue growth may offset the hit to margins that could come from cheaper models regaining popularity, this dynamic suggests to me that Apple&#39;s gross profit margins are likely to move lower.</p><p><b>Apple Stock Jumped When Interest Rates Started Dropping</b></p><p>An article by Hunkar Ozyasaron Zacks.com notes,<i>“Stock prices tend to move higher when the money supply in an economy is high. Plenty of money circulating in the economy both makes more money available to invest in stocks and also makes alternative investment instruments, such as bonds, less attractive.”</i>From my perspective, Apple has become especially sensitive to money supply changes. Below is a graph that compares the total return for Apple against that of the S&amp;P 500. Apple struggled to keep pace for years, and then began jumping higher, just as interest rates started to be lowered in August 2019 and the money supply started to accelerate upward.</p><p><img src=\"https://static.tigerbbs.com/4b8bb00b5e7614aa6767abf974c06357\" tg-width=\"640\" tg-height=\"222\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>The Money Supply Is Contracting</b></p><p>Since January, the money stock has declined by almost 3%. That might not seem like a lot, but in the last twelve years, outside the last seven months, the money stock has hardly ever decreased at all. You have to go all the way back to 1995, 27 years ago, to find a decrease of at least 3% in the Real M2 Money Stock. If some part of Apple&#39;s ability to grow net income is tied to money supply growth, I would expect a contraction in net income to start showing up on Apple&#39;s books sometime soon.</p><p><b>Peer Stocks Aren&#39;t Waiting For Apple</b></p><p>Comparing total return over the last eight years for the four American companies that have a market cap north of a trillion dollars, Apple, Microsoft, Google, and Amazon, reveals that all of these behemoths may respond, to some degree, to a change in the real money stock. Although some companies compared below might outperform others over time, they tend to move in roughly the same direction.</p><p><img src=\"https://static.tigerbbs.com/086832380f269b21a2fd83d8cc9d4139\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Charted below is a comparison of the total return, as a percent change, for those big four companies, AAPL, MSFT, GOOG, and AMZN, over the last eight months. While three of the four companies have closely tracked lower, Apple seems determined to go its own way. Are investors wrong about three companies and right about one, or wrong about one company and right about the other three? Or is Apple actually in the process of differentiating itself from its peers?</p><p><img src=\"https://static.tigerbbs.com/c94585746919c5467bda08f0283ff58c\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Macro Considerations</b></p><p>Chairman of the Federal Reserve, Jerome Powell, recently suggested that the Fed is deeply committed to fighting the high inflation we are currently experiencing in the US. To do this, I think they will have to continue to bring the money stock lower. Based on the research presented in this article, I believe that possibility poses a risk to Apple&#39;s profitability.</p><p><b>Modeling Growth</b></p><p>Consider the two-year period of time leading up to 9/26/2020. Net income in that stretch actually <i>contracted</i> 3.56%, despite three separate iPhone model launches contributing to Apple&#39;s revenue, each offering a variety of device versions with diverse features and across a range of price points.</p><p><img src=\"https://static.tigerbbs.com/d64c5fd4e8e04894d00c02d07c82a81d\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>And if you look further back, at the <i>five</i> years preceding 9/26/2020, net income only grew a paltry 7.52%. Remember, this is Apple we&#39;re talking about across a five-year window. If you thought Apple would grow net income by 7.52% over the coming five years, would you be excited about buying shares at the current P/E GAAP of almost 24?</p><p><img src=\"https://static.tigerbbs.com/b118c3060735a60824a74f03f86a2568\" tg-width=\"1280\" tg-height=\"443\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>I think Apple could easily return to a period of net income growth that was similar to what it realized leading up to the pandemic. Given high inflation and the Fed&#39;s stated resolve to fight it, I just don&#39;t think Apple is likely to enjoy any time soon the kinds of conditions that facilitated an enormous 77.55% rise in net income over just a year and a half. In addition to a contracting money supply, I suspect that Apple&#39;s large market cap and general declining smartphone demand will act to suppress growth.</p><p><b>Risks</b></p><p>If services growth continues to climb higher, it could support Apple&#39;s profit margins and give the company the flexibility to lower prices on their devices. That, in turn, might allow Apple to better compete for a broader customer demographic and adapt to changing economic conditions that grow out of a shrinking money supply. If you hold shares of AAPL in a stock account that isn&#39;t tax-advantaged, it&#39;s possible that whatever risk you might be able to offload by selling AAPL won&#39;t make up for what is lost when you have to pay capital gains on your sale.</p><p>It&#39;s also worth noting that Warren Buffett really likes Apple, which comprises around42%of Berkshire Hathaway&#39;s (BRK.A) (BRK.B) portfolio. Buffett likes to hold onto companies for a long time, and even added to his already lopsided AAPL bet in Q1, 2022.</p><p><b>Conclusion</b></p><p>Companies can&#39;t grow infinitely larger. With a market cap near 2.4 trillion dollars, there is a lot that has to go right for Apple to continue growing at a meaningful rate. There are only so many people in the world with enough cash, enough internet access, enough electricity, and enough interest to buy the next iPhone. Google search trends for the term “iPhone” reveal a long and steady decline in interest, and shows a similar trend measuring searches for “iPad”. If the recent burst in profitability was tied to a rare bump in the money stock, Apple could be in danger of returning to a slower growth, lower margin, and lower net income environment. Share buybacks, it would follow, could dry up or slow down considerably.</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 Could Be Squeezed By Falling Money Supply</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 Be Squeezed By Falling Money Supply\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-13 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recent comments from the Federal Reserve suggest the money supply could continue to fall.Mega-cap stocks ...</p>\n\n<a href=\"https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4522849-apple-could-be-squeezed-by-falling-money-supply?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A13","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183317786","content_text":"SummaryApple seems sensitive to money supply changes.The money supply has moved lower recently.Recent comments from the Federal Reserve suggest the money supply could continue to fall.Mega-cap stocks moved lower over the last eight months, while AAPL has resisted declining in line with its peers.An Ominous Sign Emerges From Recent Money Stock ChangesApple's (NASDAQ:AAPL) profitability seems to respond to changes in the Real M2 Money Stock. With that data series moving steadily lower over the last seven months, I find myself wondering if Apple's business is close to a decline as well. It's hard to recommend outright shorting Apple, given their track record, but investors might consider reducing their positions if they are currently holding AAPL shares.Apple Seems Sensitive To The Money SupplyBelow, in orange, is a line that charts Apple's net income from 2010 to the present time. The overlaid green line shows the change in Real M2 Money Stock over the same twelve-year timeframe.Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 9, 2022.Comparing Apple's total return to the same Real M2 Money Stock change over the last twelve years shows a similar trend. That isn't a surprising thing to observe: Apple has used profits to aggressively buy back shares starting in 2013.Seeking Alpha, Federal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 9, 2022.Below is a chart of Apple's revenue over the last five years, followed by the money stock over the same period.Seeking AlphaFederal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; https://fred.stlouisfed.org/series/M2REAL, July 11, 2022.Before 2020, the last time the money stock jumped sharply higher was in the fall of 2008. Below is a graph that shows Apple's gross profit margin in 2008 and 2009 and one that shows net income in the same stretch, followed by the Real M2 Money Stock across the same timeframe.Seeking AlphaSeeking AlphaFederal Reserve Bank of St. Louis, Real M2 Money Stock [M2REAL], retrieved from FRED, Federal Reserve Bank of St. Louis; Real M2 Money Stock, July 11, 2022.The money stock jumped by about 10.5% from Q3 2008 to Q2 2009. Apple's net income grew about 21% per quarter in that span. In the two years leading up to Q3 2008, Apple grew net income by about 12% per quarter, while the money stock increased less than 5% over that stretch.Apple's Profit Margin Could Retreat From The Recent High WatermarkSeeking AlphaDiscussing recent high profit margins, an article posted to Forbes.com on February 3rd, 2021 suggested 1) that high revenues (at the time) helped Apple minimize the fixed costs that go into making an iPhone, 2) that Apple was more successful in convincing customers to buy the pro version of their devices, and 3) that growth in services revenue further absorbed fixed costs. I wanted to dig deeper into those suggestions.Apple's total revenue over the last twelve years, charted below, moves somewhat sympathetically to gross profit margin at times but, to my eye, that relationship is hard to see with confidence.Seeking AlphaAccording tobacklinko.com, the iPhone 12 outsold the second most popular model, however, if you combine iPhone Pro Max and iPhone Pro sales numbers, the high-end phones outsold the iPhone 12 by 50%. Information sourced from 9to5mac.com confirms that the dynamic of buying the more expensive model was a change compared to the iPhone 11 launch, where the baseline model outsold the pro models.Higher services hit a record in Q1 2021. It's intuitive to recognize that services revenue growth diminishes the fixed cost of designing the systems that support that arm of Apple's business. It doesn't cost Apple anything to sell an additional digital book, mp3, or app subscription. With a burst of new customers introduced to the Apple ecosystem during the pandemic, it logically follows that services would see a boost.My independent checks of the claims made in the Forbes article lead me to believe that higher margins in 2020 and early 2021 were mostly a function of 1) selling pro versions of the devices Apple released and 2) growing services revenue. According to macrumors.com, the iPhone 13 is currently outselling the pro models, similar to the sales dynamic of the iPhone 11 launch. Although services revenue growth may offset the hit to margins that could come from cheaper models regaining popularity, this dynamic suggests to me that Apple's gross profit margins are likely to move lower.Apple Stock Jumped When Interest Rates Started DroppingAn article by Hunkar Ozyasaron Zacks.com notes,“Stock prices tend to move higher when the money supply in an economy is high. Plenty of money circulating in the economy both makes more money available to invest in stocks and also makes alternative investment instruments, such as bonds, less attractive.”From my perspective, Apple has become especially sensitive to money supply changes. Below is a graph that compares the total return for Apple against that of the S&P 500. Apple struggled to keep pace for years, and then began jumping higher, just as interest rates started to be lowered in August 2019 and the money supply started to accelerate upward.Seeking AlphaThe Money Supply Is ContractingSince January, the money stock has declined by almost 3%. That might not seem like a lot, but in the last twelve years, outside the last seven months, the money stock has hardly ever decreased at all. You have to go all the way back to 1995, 27 years ago, to find a decrease of at least 3% in the Real M2 Money Stock. If some part of Apple's ability to grow net income is tied to money supply growth, I would expect a contraction in net income to start showing up on Apple's books sometime soon.Peer Stocks Aren't Waiting For AppleComparing total return over the last eight years for the four American companies that have a market cap north of a trillion dollars, Apple, Microsoft, Google, and Amazon, reveals that all of these behemoths may respond, to some degree, to a change in the real money stock. Although some companies compared below might outperform others over time, they tend to move in roughly the same direction.Seeking AlphaCharted below is a comparison of the total return, as a percent change, for those big four companies, AAPL, MSFT, GOOG, and AMZN, over the last eight months. While three of the four companies have closely tracked lower, Apple seems determined to go its own way. Are investors wrong about three companies and right about one, or wrong about one company and right about the other three? Or is Apple actually in the process of differentiating itself from its peers?Seeking AlphaMacro ConsiderationsChairman of the Federal Reserve, Jerome Powell, recently suggested that the Fed is deeply committed to fighting the high inflation we are currently experiencing in the US. To do this, I think they will have to continue to bring the money stock lower. Based on the research presented in this article, I believe that possibility poses a risk to Apple's profitability.Modeling GrowthConsider the two-year period of time leading up to 9/26/2020. Net income in that stretch actually contracted 3.56%, despite three separate iPhone model launches contributing to Apple's revenue, each offering a variety of device versions with diverse features and across a range of price points.Seeking AlphaAnd if you look further back, at the five years preceding 9/26/2020, net income only grew a paltry 7.52%. Remember, this is Apple we're talking about across a five-year window. If you thought Apple would grow net income by 7.52% over the coming five years, would you be excited about buying shares at the current P/E GAAP of almost 24?Seeking AlphaI think Apple could easily return to a period of net income growth that was similar to what it realized leading up to the pandemic. Given high inflation and the Fed's stated resolve to fight it, I just don't think Apple is likely to enjoy any time soon the kinds of conditions that facilitated an enormous 77.55% rise in net income over just a year and a half. In addition to a contracting money supply, I suspect that Apple's large market cap and general declining smartphone demand will act to suppress growth.RisksIf services growth continues to climb higher, it could support Apple's profit margins and give the company the flexibility to lower prices on their devices. That, in turn, might allow Apple to better compete for a broader customer demographic and adapt to changing economic conditions that grow out of a shrinking money supply. If you hold shares of AAPL in a stock account that isn't tax-advantaged, it's possible that whatever risk you might be able to offload by selling AAPL won't make up for what is lost when you have to pay capital gains on your sale.It's also worth noting that Warren Buffett really likes Apple, which comprises around42%of Berkshire Hathaway's (BRK.A) (BRK.B) portfolio. Buffett likes to hold onto companies for a long time, and even added to his already lopsided AAPL bet in Q1, 2022.ConclusionCompanies can't grow infinitely larger. With a market cap near 2.4 trillion dollars, there is a lot that has to go right for Apple to continue growing at a meaningful rate. There are only so many people in the world with enough cash, enough internet access, enough electricity, and enough interest to buy the next iPhone. Google search trends for the term “iPhone” reveal a long and steady decline in interest, and shows a similar trend measuring searches for “iPad”. If the recent burst in profitability was tied to a rare bump in the money stock, Apple could be in danger of returning to a slower growth, lower margin, and lower net income environment. Share buybacks, it would follow, could dry up or slow down considerably.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051859870,"gmtCreate":1654668996290,"gmtModify":1676535489343,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"It is also very important to buy something you arefamiliar with. You must know more about the business that you are planning to buy a share in, be it Apple (or tech stocks) or the Energy Sector.&nbsp;You cannot go wrong with educating yourself before making an informed decision.&nbsp;","listText":"It is also very important to buy something you arefamiliar with. You must know more about the business that you are planning to buy a share in, be it Apple (or tech stocks) or the Energy Sector.&nbsp;You cannot go wrong with educating yourself before making an informed decision.&nbsp;","text":"It is also very important to buy something you arefamiliar with. You must know more about the business that you are planning to buy a share in, be it Apple (or tech stocks) or the Energy Sector. You cannot go wrong with educating yourself before making an informed decision.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051859870","repostId":"1190815971","repostType":4,"repost":{"id":"1190815971","pubTimestamp":1654660130,"share":"https://www.laohu8.com/m/news/1190815971?lang=&edition=full","pubTime":"2022-06-08 11:48","market":"us","language":"en","title":"Apple Versus the Energy Sector: Which Is the Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190815971","media":"InvestorPlace","summary":"Apple(AAPL) launched a bunch of new products on Jun. 6.While the company is doing fine, AAPL stock i","content":"<html><head></head><body><ul><li><b>Apple</b>(<b><u>AAPL</u></b>) launched a bunch of new products on Jun. 6.</li><li>While the company is doing fine, AAPL stock is not, down over 15% in 2022.</li><li>With this decline, the energy sector could be the better bet.</li></ul><p>On Jun. 6, <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) held its Worldwide Developers Conference. The company introduced new versions of the MacBook laptop and several other interesting products. Despite the excitement these announcements always create, AAPL stock gained less than 1% on the day.</p><p>The reality is that tech isn’t on the minds of buyers at the moment. That award goes to the energy sector. Gas prices over $5 will do that.</p><p>Interestingly, Apple has a 6.5% weighting in the <b>S&amp;P 500</b>, 170 basis points higher than the entire energy sector. At this point, Apple’s share price is trending lower. Meanwhile, the <b>Energy Select Sector SPDR Fund</b>(NYSEARCA:<b><u>XLE</u></b>) is up 64.8% year-to-date (YTD).</p><p>For now, energy stocks and exchange-traded funds (ETFs) remain the safer play. Here’s why.</p><p><b>AAPL Stock Trades at 22x Forward Earnings</b></p><p>Apple’s average 2023 earnings per share estimate is $6.58. That’s 22.2x its 2023 earnings. If you go by the median 12-month target price of $190, analysts expect its trailing price-to-earnings (P/E) multiple to be closer to 29x next year. That compares to a trailing P/E ratio of just less than 24x today.</p><p>Even though it’s expensive, analysts seem to be saying that investors will continue to pay for quality. That makes sense.</p><p>In the meantime, the 21 stocks in XLE have an average trailing 12-month P/E ratio of17.3and a forward P/E of 10.3, less than half Apple’s forward P/E. That doesn’t make sense.</p><p>According to <i>FactSet,</i> energy stocks had an earnings growth rate of268%in Q1 2022, 6.4x higher than the materials sector, the second-highest sector for earnings growth. Despite a ton of money flowing into the energy sector, a company like <b>Exxon Mobil</b>(NYSE:<b><u>XOM</u></b>) still only trades at 10x its forward earnings. With XLE yielding 2.6% at the moment, you’re getting growth and income at a fraction of what you would pay for Apple.</p><p><b>Two Possible Ways to Play This</b></p><p>I’m the last person to suggest energy stocks are the way to go. I have been pessimistic about the oil and gas industry for many years. However, if the task at hand is getting blood from a stone — an apt description of the current equities markets — then XLE and the stocks held within this ETF are a smart bet right now.</p><p>Yes, you’ve missed substantial gains — XLE had a total return of 53.3% in 2021 and 62.6% YTD with dividends included. However, given that stocks like XOM are trading at half their five-year average P/E, I would be hard-pressed to come up with a single argument against betting on energy stocks through the remainder of 2022 and into 2023.</p><p>So, if you were thinking about placing a $5,000 bet on Apple, maybe you could put half of that into XLE and the remainder into AAPL stock. That’s one way to play this.</p><p>A second way is to buy <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK-B</u></b>). It owns 911.3 million shares of Apple, accounting for 39% of Berkshire’s $346 billion equity portfolio. In addition, <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) is Berkshire’s third-largest holding, while <b>Occidental Petroleum</b>(NYSE:<b><u>OXY</u></b>) is the holding company’s seventh-largest position.</p><p><b>The Bottom Line on AAPL Stock</b></p><p>If you add 83.86 million warrants, Berkshire has to buy OXY stock at $59.62 a share. Warren Buffett owns or controls 21.6% of the oil and gas producer. It’s also a top 10 holding of XLE.</p><p>Based on its current share price at the time of writing of $69.87, Berkshire’s OXY holdings would be worth $15.38 billion, which would vault it into the sixth spot, ahead of <b>Kraft Heinz</b>(NASDAQ:<b><u>KHC</u></b>).</p><p>Either of my two suggestions makes sense at the present time. If you’re a risk-averse investor, I’d go for the Berkshire option. On the other hand, if you’re okay with a bit of risk, I’d consider doing the 50/50 AAPL/XLE split.</p><p>Only aggressive investors ought to consider Apple stock at this point in the proceedings. I’m not sure we’ve seen the bottom just yet. Long-term, Apple remains a good core holding.</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>Apple Versus the Energy Sector: 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\">\nApple Versus the Energy Sector: Which Is the Better Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 11:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/apple-aapl-stock-vs-the-energy-sector-which-is-the-better-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple(AAPL) launched a bunch of new products on Jun. 6.While the company is doing fine, AAPL stock is not, down over 15% in 2022.With this decline, the energy sector could be the better bet.On Jun. 6,...</p>\n\n<a href=\"https://investorplace.com/2022/06/apple-aapl-stock-vs-the-energy-sector-which-is-the-better-buy/\">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://investorplace.com/2022/06/apple-aapl-stock-vs-the-energy-sector-which-is-the-better-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190815971","content_text":"Apple(AAPL) launched a bunch of new products on Jun. 6.While the company is doing fine, AAPL stock is not, down over 15% in 2022.With this decline, the energy sector could be the better bet.On Jun. 6, Apple(NASDAQ:AAPL) held its Worldwide Developers Conference. The company introduced new versions of the MacBook laptop and several other interesting products. Despite the excitement these announcements always create, AAPL stock gained less than 1% on the day.The reality is that tech isn’t on the minds of buyers at the moment. That award goes to the energy sector. Gas prices over $5 will do that.Interestingly, Apple has a 6.5% weighting in the S&P 500, 170 basis points higher than the entire energy sector. At this point, Apple’s share price is trending lower. Meanwhile, the Energy Select Sector SPDR Fund(NYSEARCA:XLE) is up 64.8% year-to-date (YTD).For now, energy stocks and exchange-traded funds (ETFs) remain the safer play. Here’s why.AAPL Stock Trades at 22x Forward EarningsApple’s average 2023 earnings per share estimate is $6.58. That’s 22.2x its 2023 earnings. If you go by the median 12-month target price of $190, analysts expect its trailing price-to-earnings (P/E) multiple to be closer to 29x next year. That compares to a trailing P/E ratio of just less than 24x today.Even though it’s expensive, analysts seem to be saying that investors will continue to pay for quality. That makes sense.In the meantime, the 21 stocks in XLE have an average trailing 12-month P/E ratio of17.3and a forward P/E of 10.3, less than half Apple’s forward P/E. That doesn’t make sense.According to FactSet, energy stocks had an earnings growth rate of268%in Q1 2022, 6.4x higher than the materials sector, the second-highest sector for earnings growth. Despite a ton of money flowing into the energy sector, a company like Exxon Mobil(NYSE:XOM) still only trades at 10x its forward earnings. With XLE yielding 2.6% at the moment, you’re getting growth and income at a fraction of what you would pay for Apple.Two Possible Ways to Play ThisI’m the last person to suggest energy stocks are the way to go. I have been pessimistic about the oil and gas industry for many years. However, if the task at hand is getting blood from a stone — an apt description of the current equities markets — then XLE and the stocks held within this ETF are a smart bet right now.Yes, you’ve missed substantial gains — XLE had a total return of 53.3% in 2021 and 62.6% YTD with dividends included. However, given that stocks like XOM are trading at half their five-year average P/E, I would be hard-pressed to come up with a single argument against betting on energy stocks through the remainder of 2022 and into 2023.So, if you were thinking about placing a $5,000 bet on Apple, maybe you could put half of that into XLE and the remainder into AAPL stock. That’s one way to play this.A second way is to buy Berkshire Hathaway(NYSE:BRK-B). It owns 911.3 million shares of Apple, accounting for 39% of Berkshire’s $346 billion equity portfolio. In addition, Chevron(NYSE:CVX) is Berkshire’s third-largest holding, while Occidental Petroleum(NYSE:OXY) is the holding company’s seventh-largest position.The Bottom Line on AAPL StockIf you add 83.86 million warrants, Berkshire has to buy OXY stock at $59.62 a share. Warren Buffett owns or controls 21.6% of the oil and gas producer. It’s also a top 10 holding of XLE.Based on its current share price at the time of writing of $69.87, Berkshire’s OXY holdings would be worth $15.38 billion, which would vault it into the sixth spot, ahead of Kraft Heinz(NASDAQ:KHC).Either of my two suggestions makes sense at the present time. If you’re a risk-averse investor, I’d go for the Berkshire option. On the other hand, if you’re okay with a bit of risk, I’d consider doing the 50/50 AAPL/XLE split.Only aggressive investors ought to consider Apple stock at this point in the proceedings. I’m not sure we’ve seen the bottom just yet. Long-term, Apple remains a good core holding.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053180081,"gmtCreate":1654496869343,"gmtModify":1676535457865,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Buy&nbsp;the dip. stay disciplined when investing. Invest only based on what you have, and buy based on facts, not emotions.&nbsp;","listText":"Buy&nbsp;the dip. stay disciplined when investing. Invest only based on what you have, and buy based on facts, not emotions.&nbsp;","text":"Buy the dip. stay disciplined when investing. Invest only based on what you have, and buy based on facts, not emotions.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053180081","repostId":"2241075098","repostType":2,"repost":{"id":"2241075098","pubTimestamp":1654494840,"share":"https://www.laohu8.com/m/news/2241075098?lang=&edition=full","pubTime":"2022-06-06 13:54","market":"us","language":"en","title":"When Will This Bear Market End?","url":"https://stock-news.laohu8.com/highlight/detail?id=2241075098","media":"seekingalpha","summary":"DNY59/E+ via Getty ImagesWhen will the bear market end? That is the question to which everyone wants","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/5c4d46deed148ec11af0e9e2fc486c5f\" tg-width=\"750\" tg-height=\"562\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>DNY59/E+ via Getty Images</p><p></p><p>When will the bear market end? That is the question to which everyone wants an answer. While there is no specific answer to that question, there are indicators and technical measures that provide some guidance. From the portfolio management perspective, those are the parameters we must operate from to minimize capital destruction and limit emotionally driven mistakes.</p><p>2022 has been a year unlike many investors have seen in their investing lifetimes. While there are some that went through the 2008 bear market, there are fewer still who lived through the <i>&#34;Dot.com&#34;</i> crash. Such is the nature of <i>&#34;real&#34;</i> bear markets that tend to destroy investors and drive them from investing in the financial markets permanently.</p><p>While there are many <i>&#34;buy and hold&#34;</i> practitioners suggesting investors just dollar-cost-average their way through a downturn, reality tends to be far different. When markets decline enough, there is a point where every investor changes from <i>&#34;Buy The Dip&#34;</i> to &#34;<i>Get Me Out.&#34;</i></p><p>When it comes to investing, most armchair portfolio management systems work great as long as markets rise. However, when the eventual correction comes, the psychology of <i>&#34;loss aversion&#34;</i> disrupts the best-laid plans.</p><p>It is also important to understand that &#34;<i>bear markets&#34;</i> are just the natural completion of a <i>&#34;full market cycle.&#34;</i> During bull markets, excesses are built which are reflected in valuations as investors overpay for assets on expectations for infinite growth. Obviously, since the business cycle is not infinite, the ensuing bear market is the reversal of those excesses. While <i>&#34;bear markets&#34;</i> often surprise investors, they are the logical conclusion of the preceding advance.</p><p>So, with a potential bear market at hand as the Fed hikes rates, inflation remains high, and the economy continues to slow, let&#39;s get to the question at hand:</p><blockquote><i>&#34;When will this bear market end?&#34;</i></blockquote><h2><b>Evidence Of The Bear</b></h2><p>There is considerable technical evidence that U.S. financial markets are in a <i>&#34;bear market.&#34;</i> The NYSE Composite <i>(U.S. stocks + ADRs + bond <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a>s)</i> has broken below its 100-week moving average. In the past 25 years, every <i>recession and/or crisis has coincided with a break of that long-term moving mean.</i></p><p></p><p><img src=\"https://static.tigerbbs.com/79026ca971bc580145d653b65a63be21\" tg-width=\"892\" tg-height=\"504\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>As noted above, bear markets are not uncommon and follow preceding bull market excesses. Over the last 120 years, there have been 14 bear markets that averaged roughly a 33% decline from peak to trough.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad0c7371552649f121c9c252be3305f6\" tg-width=\"714\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>As I <b><i>discussed recently,</i></b> the price action of the market in 2022 has a lot of similarities to what we witnessed in 2008 prior to the collapse of Lehman Brothers.</p><blockquote><i>&#34;The head and shoulders topping pattern is quite evident. The break of the rising neckline was the first warning of a recessionary bear market. The subsequent rally to, and failure at, the neckline confirmed the topping process was complete.&#34;</i></blockquote><p></p><p><img src=\"https://static.tigerbbs.com/8243b98b20548969fce167e800981eb6\" tg-width=\"1218\" tg-height=\"928\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>We see the same market action in 2022.</p><p>Again, we see the topping process, the clear break of the neckline, and a failed test of the neckline, turning it into resistance. While the market sits on critical support, any failure will confirm a recession, and a bear market is underway.</p><p></p><p><img src=\"https://static.tigerbbs.com/ea2e851e2830aad7e14cb83f2db8860e\" tg-width=\"990\" tg-height=\"744\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>The technical data is only confirming what we are already seeing economically as well. The EOCI (economic composite output index) is contracting quickly as the Leading Economic Index (LEI) confirms the data trend. While the negative Q1-GDP may reverse slightly in Q2, such will not change the eventually recessionary outcome.</p><p></p><p><img src=\"https://static.tigerbbs.com/c5890061df7ea751e4f9ebb83703e642\" tg-width=\"1086\" tg-height=\"607\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><h2><b>The Bear Market Will End…Eventually</b></h2><p>There are certainly many technical and economic supporting negative market views, however, it is crucial to remember that bear markets end, eventually. Yes, while such seems to be tautological, investors tend to extrapolate current market trends indefinitely into the future.</p><p>The question is how will we know when the current bear market cycle is over? Given that financial markets lead economic cycles, the market can provide several clues as to when things may be turning more positive from an investment view.</p><p>The first is the most obvious; asset prices stop going down. Using our 2008 analogy, coming out of a bear market stock prices begin to establish a series of higher highs and lows. More importantly, begin to see momentum measures establish a more positive trend as well and moving averages slope upward.</p><p></p><p><img src=\"https://static.tigerbbs.com/76f01885f96bb3903077ab29d831b6f3\" tg-width=\"900\" tg-height=\"673\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>Notably, the economy did not exit the recession until June of 2009, but financial markets began to rally in anticipation.</p><p>Furthermore, during the last four recessions, and subsequent bear markets, the typical revision to consensus EPS estimates prior to the onset of a recession ranged from -6% to -18%, with a median of 10%. Coming out of the recession, analysts start to increase estimates markedly. Currently, we are only just starting the negative revision phase, but the reversal of that trend will be key in identifying the bear market end.</p><p></p><p><img src=\"https://static.tigerbbs.com/7f31888b25ee2e2ea0b7a805f5974449\" tg-width=\"881\" tg-height=\"543\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p></p><p>While there are many other indicators worthy of watching to denote an end to the bear market phase, the most critical aspect of investment outcomes is remaining disciplined in your process.</p><h2><b>Stick To Your Process</b></h2><p><i>There is a sizable contingent of investors, and advisors, who have never been through a real bear market.</i> After a decade-long bull-market cycle, fueled by Central Bank liquidity, it is understandable why mainstream analysis believed the markets could only go higher. What was always a concern to us was the rather cavalier attitude they took about the risk.</p><blockquote><i>&#34;Sure, a correction will eventually come, but that is just part of the deal.&#34;</i></blockquote><p>What gets lost during bull cycles, and is always found in the most brutal of fashions, is the devastation caused to financial wealth during the inevitable decline.</p><p>Therefore, it remains important to follow your investment discipline. If you don&#39;t have <a href=\"https://laohu8.com/S/AONE.U\">one</a>, here is the process that we follow during tough markets.</p><h2><b>7 Rules To Follow</b></h2><ol><li><i>Move slowly.</i> There is no rush in making dramatic changes. Doing anything in a moment of &#34;panic&#34; tends to be the wrong thing.</li><li><i>If you are overweight equities, do not try and fully adjust your portfolio to your target allocation in one move.</i> Again, after big declines, individuals feel like they &#34;must&#34; do something. Think logically above where you want to be and use the rally to adjust to that level.</li><li><i>Begin by selling laggards and losers.</i> These positions were dragging on performance as the market rose and they led on the way down.</li><li><i>Add to sectors, or positions, that are performing with, or outperforming</i> the broader market if you need risk exposure.</li><li><i>Move &#34;stop-loss&#34; levels up to recent lows for each position.</i> Managing a portfolio without &#34;stop-loss&#34; levels is like driving with your eyes closed.</li><li><i>Be prepared to sell into the rally and reduce overall portfolio risk.</i> There are a lot of positions you are going to sell at a loss simply because you overpaid for them to begin with. Selling at a loss does not make you a loser. It just means you made a mistake. Sell it, and move on with managing your portfolio. <i>Not every trade will always be a winner. But keeping a loser will make you a loser of both capital and opportunity.</i></li><li><i>If none of this makes any sense to you - please consider hiring someone</i> to manage your portfolio for you. It will be worth the additional expense over the long term.</li></ol><p>I hope this helps.</p><p><i>Original Post</i></p><p><b>Editor&#39;s Note:</b> The summary bullets for this article were chosen by Seeking Alpha editors.</p></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>When Will This Bear Market End?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhen Will This Bear Market End?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-06 13:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516495-when-will-this-bear-market-end><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DNY59/E+ via Getty ImagesWhen will the bear market end? That is the question to which everyone wants an answer. While there is no specific answer to that question, there are indicators and technical ...</p>\n\n<a href=\"https://seekingalpha.com/article/4516495-when-will-this-bear-market-end\">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://seekingalpha.com/article/4516495-when-will-this-bear-market-end","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2241075098","content_text":"DNY59/E+ via Getty ImagesWhen will the bear market end? That is the question to which everyone wants an answer. While there is no specific answer to that question, there are indicators and technical measures that provide some guidance. From the portfolio management perspective, those are the parameters we must operate from to minimize capital destruction and limit emotionally driven mistakes.2022 has been a year unlike many investors have seen in their investing lifetimes. While there are some that went through the 2008 bear market, there are fewer still who lived through the \"Dot.com\" crash. Such is the nature of \"real\" bear markets that tend to destroy investors and drive them from investing in the financial markets permanently.While there are many \"buy and hold\" practitioners suggesting investors just dollar-cost-average their way through a downturn, reality tends to be far different. When markets decline enough, there is a point where every investor changes from \"Buy The Dip\" to \"Get Me Out.\"When it comes to investing, most armchair portfolio management systems work great as long as markets rise. However, when the eventual correction comes, the psychology of \"loss aversion\" disrupts the best-laid plans.It is also important to understand that \"bear markets\" are just the natural completion of a \"full market cycle.\" During bull markets, excesses are built which are reflected in valuations as investors overpay for assets on expectations for infinite growth. Obviously, since the business cycle is not infinite, the ensuing bear market is the reversal of those excesses. While \"bear markets\" often surprise investors, they are the logical conclusion of the preceding advance.So, with a potential bear market at hand as the Fed hikes rates, inflation remains high, and the economy continues to slow, let's get to the question at hand:\"When will this bear market end?\"Evidence Of The BearThere is considerable technical evidence that U.S. financial markets are in a \"bear market.\" The NYSE Composite (U.S. stocks + ADRs + bond Pacer Swan SOS Fund of Funds ETF|ETFs) has broken below its 100-week moving average. In the past 25 years, every recession and/or crisis has coincided with a break of that long-term moving mean.As noted above, bear markets are not uncommon and follow preceding bull market excesses. Over the last 120 years, there have been 14 bear markets that averaged roughly a 33% decline from peak to trough.As I discussed recently, the price action of the market in 2022 has a lot of similarities to what we witnessed in 2008 prior to the collapse of Lehman Brothers.\"The head and shoulders topping pattern is quite evident. The break of the rising neckline was the first warning of a recessionary bear market. The subsequent rally to, and failure at, the neckline confirmed the topping process was complete.\"We see the same market action in 2022.Again, we see the topping process, the clear break of the neckline, and a failed test of the neckline, turning it into resistance. While the market sits on critical support, any failure will confirm a recession, and a bear market is underway.The technical data is only confirming what we are already seeing economically as well. The EOCI (economic composite output index) is contracting quickly as the Leading Economic Index (LEI) confirms the data trend. While the negative Q1-GDP may reverse slightly in Q2, such will not change the eventually recessionary outcome.The Bear Market Will End…EventuallyThere are certainly many technical and economic supporting negative market views, however, it is crucial to remember that bear markets end, eventually. Yes, while such seems to be tautological, investors tend to extrapolate current market trends indefinitely into the future.The question is how will we know when the current bear market cycle is over? Given that financial markets lead economic cycles, the market can provide several clues as to when things may be turning more positive from an investment view.The first is the most obvious; asset prices stop going down. Using our 2008 analogy, coming out of a bear market stock prices begin to establish a series of higher highs and lows. More importantly, begin to see momentum measures establish a more positive trend as well and moving averages slope upward.Notably, the economy did not exit the recession until June of 2009, but financial markets began to rally in anticipation.Furthermore, during the last four recessions, and subsequent bear markets, the typical revision to consensus EPS estimates prior to the onset of a recession ranged from -6% to -18%, with a median of 10%. Coming out of the recession, analysts start to increase estimates markedly. Currently, we are only just starting the negative revision phase, but the reversal of that trend will be key in identifying the bear market end.While there are many other indicators worthy of watching to denote an end to the bear market phase, the most critical aspect of investment outcomes is remaining disciplined in your process.Stick To Your ProcessThere is a sizable contingent of investors, and advisors, who have never been through a real bear market. After a decade-long bull-market cycle, fueled by Central Bank liquidity, it is understandable why mainstream analysis believed the markets could only go higher. What was always a concern to us was the rather cavalier attitude they took about the risk.\"Sure, a correction will eventually come, but that is just part of the deal.\"What gets lost during bull cycles, and is always found in the most brutal of fashions, is the devastation caused to financial wealth during the inevitable decline.Therefore, it remains important to follow your investment discipline. If you don't have one, here is the process that we follow during tough markets.7 Rules To FollowMove slowly. There is no rush in making dramatic changes. Doing anything in a moment of \"panic\" tends to be the wrong thing.If you are overweight equities, do not try and fully adjust your portfolio to your target allocation in one move. Again, after big declines, individuals feel like they \"must\" do something. Think logically above where you want to be and use the rally to adjust to that level.Begin by selling laggards and losers. These positions were dragging on performance as the market rose and they led on the way down.Add to sectors, or positions, that are performing with, or outperforming the broader market if you need risk exposure.Move \"stop-loss\" levels up to recent lows for each position. Managing a portfolio without \"stop-loss\" levels is like driving with your eyes closed.Be prepared to sell into the rally and reduce overall portfolio risk. There are a lot of positions you are going to sell at a loss simply because you overpaid for them to begin with. Selling at a loss does not make you a loser. It just means you made a mistake. Sell it, and move on with managing your portfolio. Not every trade will always be a winner. But keeping a loser will make you a loser of both capital and opportunity.If none of this makes any sense to you - please consider hiring someone to manage your portfolio for you. It will be worth the additional expense over the long term.I hope this helps.Original PostEditor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967664004,"gmtCreate":1670317589609,"gmtModify":1676538343166,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"One could argue they might even do better without him.&nbsp;","listText":"One could argue they might even do better without him.&nbsp;","text":"One could argue they might even do better without him.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967664004","repostId":"1114910921","repostType":4,"repost":{"id":"1114910921","pubTimestamp":1670312503,"share":"https://www.laohu8.com/m/news/1114910921?lang=&edition=full","pubTime":"2022-12-06 15:41","market":"us","language":"en","title":"Can Tesla Survive Without The Myth Of Elon Musk?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114910921","media":"seekingalpha","summary":"SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative ","content":"<html><head></head><body><p>Summary</p><ul><li>Since taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.</li><li>Tesla, which has become inextricably linked to Musk in the market&#39;s consciousness, has suffered as a result of the drama engulfing Twitter.</li><li>Tesla&#39;s brand and public image have been damaged by Musk&#39;s recent behavior and public statement, putting its growth narrative at risk.</li><li>Musk&#39;s Twitter distraction has pulled his focus away from Tesla, heightening the EV maker&#39;s already severe key-person risk.</li><li>Tesla will likely continue to be negatively impacted by the Twitter overhang for the foreseeable future.</li></ul><p>Tesla, Inc. (NASDAQ:TSLA) has built a popular image as an innovative company at the forefront of a host of advanced technologies. Bolstered by the larger-than-life public image of its charismatic CEO, Elon Musk, Tesla&#39;s brand cachet and growth story havepropelled its stock to astonishing heights. Despite representing barely2% of the global automotive market, Tesla is the world&#39;s most valuable automaker by market capitalization. Tesla owes this outsized market position in large part to its carefully cultivated brand and public reputation.</p><p>Since taking over as CEO of Tesla in 2008, Musk has worked tirelessly to enhance and protect Tesla&#39;s brand. To this end, Tesla&#39;s public image has been constructed and curated with extreme care. These efforts have resulted in a powerhouse brand name and popular reputation that are, in many ways, Tesla&#39;s most valuable assets. Investors are well aware of this fact, which is why they tend to pay close attention to anything that could threaten Tesla&#39;s brand.</p><p>As 2022 draws to a close, Tesla&#39;s brand has come under threat as never before. The present threat is particularly dangerous because of its source: Elon Musk himself. Or, more specifically, Musk&#39;s takeover of Twitter, Inc. (TWTR), which has already exposed Tesla to profound reputation risks, and may yet produce significant operational and financial risks as well.</p><p>Let&#39;s discuss.</p><p>Reputation Risk: Tesla Brand Tarnished By Twitter</p><p>Ever since Musk took the reins in October, Twitter has been embroiled in a seemingly endlesscycle of chaos and crisis. Musk&#39;s erratic behavior and apparent lack of any coherent plans for actually leading Twitter appear to have already tarnished, at least to a degree, his reputation for far-sighted leadership and ingenious innovation with the general public. It has also spurred considerable anxiety among investors who fear that, having become inextricably linked with his various business endeavors in the public consciousness, Musk&#39;s recent behavior could harm the companies he leads, especially Tesla.</p><p>Investors&#39; fears appear to be justified. There is a growing body of evidence suggesting that Musk&#39;s activities at Twitter have already caused material collateral damage to Tesla&#39;s brand. According topolling by Morning Consult, the proportion of people with a negative impression of Tesla reached 22% in late November, up from 15% at the start of the year. The number of positive impressions declined over the same period, from 43% to 38%.</p><p>These results have been corroborated by other polls. Market research firm YouGov, for example, has also found a rapidsouring of public opinion toward Teslain recent months. As of Nov. 27th, according to YouGov, Tesla&#39;s net favorability among U.S. respondents stood at negative 1.4%, down from positive 6.7% in May. Remarkably, November marked the first time negative opinions of Tesla outnumbered positive opinions since polling began in 2016.</p><p><img src=\"https://static.tigerbbs.com/1488ab4eb281ec58881fb553b5db16d8\" tg-width=\"640\" tg-height=\"409\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Wall Street Journal, YouGov</p><p>Even Tesla&#39;s most ardent boosters have acknowledged the problem. Wedbush&#39;s Dan Ives, for example, has worried openly that Musk&#39;s actions at the helm of Twitter represent a serious, ongoingthreat to the EV maker&#39;s brand:</p><blockquote>&#34;And now sitting on top of the peak of the mountain with Tesla in a massive position of strength Musk has managed to do what the bears have unsuccessfully tried for years...crush Tesla&#39;s stock by his own doing in what we view as a purely painful dark situation…We still believe in the long term bullish thesis on Tesla, that view is unchanged. BUT this Twitter madness needs to end…brand destruction is our biggest worry with this Twitter circus show. It&#39;s that simple and I can&#39;t ignore it for Tesla stock.&#34;</blockquote><p>Mounting anxiety about brand destruction and reputational damage has spurred numerous Wall Street analysts to reassess their opinions of Tesla&#39;s stock. Musk&#39;s erratic, polarizing behavior hasalready cost Teslaits place on Wedbush&#39;s &#34;Best Ideas List&#34; of top recommendations, and other analysts have also seen fit toslash their forecasts and price targets.</p><p>Operational Risk: Losing Focus On Tesla</p><p>There are only so many hours in a day, and Musk&#39;s time is a finite commodity. Every hour spent putting out (or starting) fires at Twitter is an hour Musk cannot devote to Tesla. Yet, it is clear that the chaos engulfing Twitter has become a serious distraction for Musk himself.</p><p>One might argue that Musk can afford to divert his attention from Tesla, because Tesla is running smoothly. However, this ignores Musk&#39;s idiosyncratic role in underpinning the market&#39;s perception of Tesla. It is hard to overstate just how important Musk is to Tesla, both as an operating company, and as a growth stock. Musk is widely acknowledged as Tesla&#39;s key leader, and his importance has only grown in recent years asvirtually every other significant personalitywithin the company has retired or left to pursue other opportunities.</p><p>The Twitter saga has served to throwTesla&#39;s extreme dependence on Musk himselfinto starker relief than ever before, leading some investors to question whether Musk has the bandwidth to run Tesla properly while also worrying about Twitter. In a survey conducted last month, Morgan Stanley Research found that a majority of investors believe Musk&#39;s acquisition of Twitter will negatively impact Tesla.</p><p><img src=\"https://static.tigerbbs.com/397f14d16ceb8bb886d7fa0be8c372e3\" tg-width=\"640\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Morgan Stanley Research</p><p>It is also worth noting that these have reared their head at a particularly inconvenient time for Musk and Tesla. Last month, a long-awaited shareholder lawsuit concerning Musk&#39;s pay package came to trial in Delaware. When Tesla&#39;s board asked shareholders to approve the package in 2018, their chief justification for theastonishing generosity of the compensation dealwas the supreme importance of Musk personally to Tesla&#39;s future. That has made the timing of Musk&#39;s recent shift of focus to Twitter somewhat awkward, a fact thatdid not go unnoticedduring the trial proceedings.</p><p>Financial Risk: Twitter&#39;s Precarious Financials</p><p>The final risk facing Tesla as a result of Musk&#39;s Twitter takeover is financial in nature. Specifically, Twitter&#39;s inability to maintain sustainable operations without further external investment creates knock-on effects that could negatively impact Tesla.</p><p>When Musk took control of Twitter at the end of October, he seemed to have little in the way of a concrete strategy for running the social media company. This is hardly surprising, when one considers that he had spent the preceding monthstrying to wriggle out of the dealaltogether. Musk only opted to stop fighting and to honor the original buyout terms once it had become clear that acourtroom victory was out of reach. As a result, Musk&#39;s management of Twitter has been almost entirely improvisational.</p><p>Musk&#39;s leadership has not worked out terribly well for Twitter thus far. His more laissez-faire approach to content moderation, for example, has caused many top advertisers to pause or cancel ad buys. Musk hasresponded poorlyto advertiser withdrawals, characterizing them as deliberate attacks on freedom of speech - and even on democracy itself. However, this line of attack has failed to gain much traction,even among Musk&#39;s most dedicated backers.</p><p>Other factors contribute to Twitter&#39;s economic precariousness. The $44 billion Twitter acquisition was funded from a mix of sources, including$13 billion in loans from Wall Street banks. As is standard practice in a leveraged buyout, this debt was technically taken on by Twitter, not Musk. Thus, it is Twitter that is on the hook for the approximately $1 billion in annual interest payments related to the debt. That presents a problem for a company that has historically struggled to find pathways to profitability, and which posted a net loss of $221 million in 2021.</p><p>Of course, debt was not the only source of funding for the Twitter buyout. A number of private investors joined in on the equity piece, however, Musk ended up footing the lion&#39;s share of the equity component. In order to raise the necessary cash to do so, Musk had to sell a sizable chunk of his Tesla holdings. All told, Musk soldmore than $19 billion worth of Tesla stockbetween April and November 2022. These sales put considerable pressure on Tesla&#39;s stock at the time, much to the chagrin of Tesla investors. Now that the deal is done, this particular overhang may seem to have been lifted. However, dismissing it now would be premature.</p><p>Twitter&#39;s persistent lack of profitability was already a problem before Musk showed up. Falling advertising revenue and an additional $1 billion in annual debt payments have only exacerbated the issue. Indeed, the situation has gotten so bad, according to arecent analysisby Seeking Alpha&#39;sMotorhead, that Twitter may actually be structurally bankrupt. In other words, Musk is likely going to have to inject more cash into the company to keep it afloat. He could try to raise more debt; however, given the fact that Twitter&#39;s lenders are currently doing everything they can tooffload the $13 billion in LBO loanson their books, that seems like a non-starter. That leaves equity as the only viable option available. While Musk might be able to convince some additional external investors to stump up more cash, he would likely have to contribute as well. To do so, he would likely have to sell more Tesla stock.</p><p>Investor&#39;s Perspective</p><p>The market behaves as if Tesla is &#34;more than a car company&#34; because investors believe Elon Musk when he tells them it is. It is only because investors believe in Musk&#39;s bold vision and vivid promises of monumental future growth and profitability that Tesla boasts a $610 billion market capitalization.</p><p>If the market were to lose faith in Musk&#39;s future, Tesla&#39;s present valuation could not long survive. That is why Musk&#39;s actions since taking Twitter private are so dangerous for Tesla, as tech columnist Jason Aten recentlyobserved:</p><blockquote>&#34;Once the myth is gone, it&#39;s gone. You can&#39;t will it back into existence. No amount of showmanship can make people believe your narrative once it&#39;s been shown to be a lie. That&#39;s a problem for Musk at Twitter, but it&#39;s an even bigger problem at his other companies. All of those big promises start to look empty once the myth is revealed. Promises of self-driving cars and AI-powered robots just look like hype, which is a problem when you depend on the confidence of your investors.&#34;</blockquote><p>Tesla&#39;s stock has suffered already as a result of rising investor uncertainty and mounting public disgust. Unfortunately, there is little Tesla the company can actually do from an operational standpoint to address the root cause of these headwinds. Its fate and fortunes are, as they have ever been, inextricably tied to those of Elon Musk.</p><p>With no clear end to the Twitter overhang in sight, Tesla&#39;s investors would be wise either to get off the road now or buckle up for a bumpy ride.</p></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>Can Tesla Survive Without The Myth Of Elon Musk?</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\">\nCan Tesla Survive Without The Myth Of Elon Musk?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-06 15:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562466-can-tesla-survive-without-the-myth-of-elon-musk><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.Tesla, which has become inextricably linked ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562466-can-tesla-survive-without-the-myth-of-elon-musk\">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/4562466-can-tesla-survive-without-the-myth-of-elon-musk","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1114910921","content_text":"SummarySince taking Twitter private in October, Elon Musk has drawn a tremendous amount of negative attention from the press, analysts, and investors alike.Tesla, which has become inextricably linked to Musk in the market's consciousness, has suffered as a result of the drama engulfing Twitter.Tesla's brand and public image have been damaged by Musk's recent behavior and public statement, putting its growth narrative at risk.Musk's Twitter distraction has pulled his focus away from Tesla, heightening the EV maker's already severe key-person risk.Tesla will likely continue to be negatively impacted by the Twitter overhang for the foreseeable future.Tesla, Inc. (NASDAQ:TSLA) has built a popular image as an innovative company at the forefront of a host of advanced technologies. Bolstered by the larger-than-life public image of its charismatic CEO, Elon Musk, Tesla's brand cachet and growth story havepropelled its stock to astonishing heights. Despite representing barely2% of the global automotive market, Tesla is the world's most valuable automaker by market capitalization. Tesla owes this outsized market position in large part to its carefully cultivated brand and public reputation.Since taking over as CEO of Tesla in 2008, Musk has worked tirelessly to enhance and protect Tesla's brand. To this end, Tesla's public image has been constructed and curated with extreme care. These efforts have resulted in a powerhouse brand name and popular reputation that are, in many ways, Tesla's most valuable assets. Investors are well aware of this fact, which is why they tend to pay close attention to anything that could threaten Tesla's brand.As 2022 draws to a close, Tesla's brand has come under threat as never before. The present threat is particularly dangerous because of its source: Elon Musk himself. Or, more specifically, Musk's takeover of Twitter, Inc. (TWTR), which has already exposed Tesla to profound reputation risks, and may yet produce significant operational and financial risks as well.Let's discuss.Reputation Risk: Tesla Brand Tarnished By TwitterEver since Musk took the reins in October, Twitter has been embroiled in a seemingly endlesscycle of chaos and crisis. Musk's erratic behavior and apparent lack of any coherent plans for actually leading Twitter appear to have already tarnished, at least to a degree, his reputation for far-sighted leadership and ingenious innovation with the general public. It has also spurred considerable anxiety among investors who fear that, having become inextricably linked with his various business endeavors in the public consciousness, Musk's recent behavior could harm the companies he leads, especially Tesla.Investors' fears appear to be justified. There is a growing body of evidence suggesting that Musk's activities at Twitter have already caused material collateral damage to Tesla's brand. According topolling by Morning Consult, the proportion of people with a negative impression of Tesla reached 22% in late November, up from 15% at the start of the year. The number of positive impressions declined over the same period, from 43% to 38%.These results have been corroborated by other polls. Market research firm YouGov, for example, has also found a rapidsouring of public opinion toward Teslain recent months. As of Nov. 27th, according to YouGov, Tesla's net favorability among U.S. respondents stood at negative 1.4%, down from positive 6.7% in May. Remarkably, November marked the first time negative opinions of Tesla outnumbered positive opinions since polling began in 2016.Wall Street Journal, YouGovEven Tesla's most ardent boosters have acknowledged the problem. Wedbush's Dan Ives, for example, has worried openly that Musk's actions at the helm of Twitter represent a serious, ongoingthreat to the EV maker's brand:\"And now sitting on top of the peak of the mountain with Tesla in a massive position of strength Musk has managed to do what the bears have unsuccessfully tried for years...crush Tesla's stock by his own doing in what we view as a purely painful dark situation…We still believe in the long term bullish thesis on Tesla, that view is unchanged. BUT this Twitter madness needs to end…brand destruction is our biggest worry with this Twitter circus show. It's that simple and I can't ignore it for Tesla stock.\"Mounting anxiety about brand destruction and reputational damage has spurred numerous Wall Street analysts to reassess their opinions of Tesla's stock. Musk's erratic, polarizing behavior hasalready cost Teslaits place on Wedbush's \"Best Ideas List\" of top recommendations, and other analysts have also seen fit toslash their forecasts and price targets.Operational Risk: Losing Focus On TeslaThere are only so many hours in a day, and Musk's time is a finite commodity. Every hour spent putting out (or starting) fires at Twitter is an hour Musk cannot devote to Tesla. Yet, it is clear that the chaos engulfing Twitter has become a serious distraction for Musk himself.One might argue that Musk can afford to divert his attention from Tesla, because Tesla is running smoothly. However, this ignores Musk's idiosyncratic role in underpinning the market's perception of Tesla. It is hard to overstate just how important Musk is to Tesla, both as an operating company, and as a growth stock. Musk is widely acknowledged as Tesla's key leader, and his importance has only grown in recent years asvirtually every other significant personalitywithin the company has retired or left to pursue other opportunities.The Twitter saga has served to throwTesla's extreme dependence on Musk himselfinto starker relief than ever before, leading some investors to question whether Musk has the bandwidth to run Tesla properly while also worrying about Twitter. In a survey conducted last month, Morgan Stanley Research found that a majority of investors believe Musk's acquisition of Twitter will negatively impact Tesla.Morgan Stanley ResearchIt is also worth noting that these have reared their head at a particularly inconvenient time for Musk and Tesla. Last month, a long-awaited shareholder lawsuit concerning Musk's pay package came to trial in Delaware. When Tesla's board asked shareholders to approve the package in 2018, their chief justification for theastonishing generosity of the compensation dealwas the supreme importance of Musk personally to Tesla's future. That has made the timing of Musk's recent shift of focus to Twitter somewhat awkward, a fact thatdid not go unnoticedduring the trial proceedings.Financial Risk: Twitter's Precarious FinancialsThe final risk facing Tesla as a result of Musk's Twitter takeover is financial in nature. Specifically, Twitter's inability to maintain sustainable operations without further external investment creates knock-on effects that could negatively impact Tesla.When Musk took control of Twitter at the end of October, he seemed to have little in the way of a concrete strategy for running the social media company. This is hardly surprising, when one considers that he had spent the preceding monthstrying to wriggle out of the dealaltogether. Musk only opted to stop fighting and to honor the original buyout terms once it had become clear that acourtroom victory was out of reach. As a result, Musk's management of Twitter has been almost entirely improvisational.Musk's leadership has not worked out terribly well for Twitter thus far. His more laissez-faire approach to content moderation, for example, has caused many top advertisers to pause or cancel ad buys. Musk hasresponded poorlyto advertiser withdrawals, characterizing them as deliberate attacks on freedom of speech - and even on democracy itself. However, this line of attack has failed to gain much traction,even among Musk's most dedicated backers.Other factors contribute to Twitter's economic precariousness. The $44 billion Twitter acquisition was funded from a mix of sources, including$13 billion in loans from Wall Street banks. As is standard practice in a leveraged buyout, this debt was technically taken on by Twitter, not Musk. Thus, it is Twitter that is on the hook for the approximately $1 billion in annual interest payments related to the debt. That presents a problem for a company that has historically struggled to find pathways to profitability, and which posted a net loss of $221 million in 2021.Of course, debt was not the only source of funding for the Twitter buyout. A number of private investors joined in on the equity piece, however, Musk ended up footing the lion's share of the equity component. In order to raise the necessary cash to do so, Musk had to sell a sizable chunk of his Tesla holdings. All told, Musk soldmore than $19 billion worth of Tesla stockbetween April and November 2022. These sales put considerable pressure on Tesla's stock at the time, much to the chagrin of Tesla investors. Now that the deal is done, this particular overhang may seem to have been lifted. However, dismissing it now would be premature.Twitter's persistent lack of profitability was already a problem before Musk showed up. Falling advertising revenue and an additional $1 billion in annual debt payments have only exacerbated the issue. Indeed, the situation has gotten so bad, according to arecent analysisby Seeking Alpha'sMotorhead, that Twitter may actually be structurally bankrupt. In other words, Musk is likely going to have to inject more cash into the company to keep it afloat. He could try to raise more debt; however, given the fact that Twitter's lenders are currently doing everything they can tooffload the $13 billion in LBO loanson their books, that seems like a non-starter. That leaves equity as the only viable option available. While Musk might be able to convince some additional external investors to stump up more cash, he would likely have to contribute as well. To do so, he would likely have to sell more Tesla stock.Investor's PerspectiveThe market behaves as if Tesla is \"more than a car company\" because investors believe Elon Musk when he tells them it is. It is only because investors believe in Musk's bold vision and vivid promises of monumental future growth and profitability that Tesla boasts a $610 billion market capitalization.If the market were to lose faith in Musk's future, Tesla's present valuation could not long survive. That is why Musk's actions since taking Twitter private are so dangerous for Tesla, as tech columnist Jason Aten recentlyobserved:\"Once the myth is gone, it's gone. You can't will it back into existence. No amount of showmanship can make people believe your narrative once it's been shown to be a lie. That's a problem for Musk at Twitter, but it's an even bigger problem at his other companies. All of those big promises start to look empty once the myth is revealed. Promises of self-driving cars and AI-powered robots just look like hype, which is a problem when you depend on the confidence of your investors.\"Tesla's stock has suffered already as a result of rising investor uncertainty and mounting public disgust. Unfortunately, there is little Tesla the company can actually do from an operational standpoint to address the root cause of these headwinds. Its fate and fortunes are, as they have ever been, inextricably tied to those of Elon Musk.With no clear end to the Twitter overhang in sight, Tesla's investors would be wise either to get off the road now or buckle up for a bumpy ride.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041065549,"gmtCreate":1655983265781,"gmtModify":1676535744854,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Worth a thought for dividends.&nbsp;","listText":"<a href=\"https://ttm.financial/S/H78.SI\">$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$</a>Worth a thought for dividends.&nbsp;","text":"$HONGKONG LAND HOLDINGS LIMITED(H78.SI)$Worth a thought for dividends.","images":[{"img":"https://community-static.tradeup.com/news/c51a781e28b832c857d1f27029381068","width":"1242","height":"2205"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041065549","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952302881,"gmtCreate":1674432097043,"gmtModify":1676538939962,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Anytime is a good time.&nbsp; Time in the market beats timing the market.&nbsp;","listText":"Anytime is a good time.&nbsp; Time in the market beats timing the market.&nbsp;","text":"Anytime is a good time. Time in the market beats timing the market.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952302881","repostId":"1119216652","repostType":2,"repost":{"id":"1119216652","pubTimestamp":1674426610,"share":"https://www.laohu8.com/m/news/1119216652?lang=&edition=full","pubTime":"2023-01-23 06:30","market":"us","language":"en","title":"Investors Aren't Sure When to Dive Back Into US Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1119216652","media":"Bloomberg","summary":"Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the sto","content":"<html><head></head><body><ul><li>Optimism Fed nearing pause, but uncertainty about economy</li><li>Casting confusion over when to call the stock-market bottom</li></ul><p>The pause in the stock market’s strong start to 2023 underscores the main question vexing much of Wall Street: When will it be safe to start buying again?</p><p>Yes, markets have grown increasingly confident that the slowdown in inflation will allow the Federal Reserve to soon end the cycle of aggressive interest-rate hikes that last year drove the S&amp;P 500 index to the worst drop since 2008. But at the same time, those higher rates could drive the economy into a recession and slam the brakes on any growth.</p><p>Positioning for this financial yin-yang is tricky, to say the least.</p><p>“The S&amp;P 500 has never bottomed before the start of a recession, but it’s not clear yet whether the US economy will actually fall into a downturn,” said Ed Clissold, chief US strategist at Ned Davis Research, whose firm forecasts a 75% chance that the US will slump into an economic slowdown in the first half of 2023. “Some indicators are telling us that a soft landing isn’t off the table. All of these cross currents do make it challenging for investors to position in US stocks.”</p><p><img src=\"https://static.tigerbbs.com/25ea2056cf0af11b91732d4bdd1eaf79\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>Those cross currents leave the stock market poised for a choppy start to the year as investors rely on incoming economic data and eyeball historical trends for clues. Last week, the S&amp;P 500 dropped 0.7%, snapping a two-week winning streak, though the index rallied 1.9% Friday, thanks to a surge in tech stocks as Fed officials dialed back fears of overly aggressive policy moves. The tech-heavy Nasdaq 100 Index had its best day since Nov. 30 to eke out a 0.7% gain for the week.</p><p>Clissold said the historical performance of different sectors can provide a guide to where to invest heading into a downturn. Those that tend to peak late in economic cycles, like materials producers and industrial companies, usually perform strongly in the six months ahead of a recession. The same goes for consumer-staples and health-care stocks.</p><p>At the same time, stocks from rate-sensitive industries like financials, real estate, and growth-oriented technology tend to lag during that period.</p><p><img src=\"https://static.tigerbbs.com/244063ae2ca3307869ff475fe425bd43\" tg-width=\"875\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>The problem is the scope of last year’s selloff makes historical comparisons difficult to use. In fact, last year’s big losers — like rate-sensitive tech and communications services stocks — are among the best performers this year, leaving investors wondering if the worst of the bear market decline is behind them.</p><p>In the coming week, markets will sort through earnings results from Microsoft Corp.,Tesla Inc. and International Business Machines Corp. that are poised to shape the direction of equities more broadly. Also, the Commerce Department on Thursday will release its first estimate of fourth-quarter US gross domestic product, which is expected to show an acceleration.</p><p>To Mark Newton, head of technical strategy at Fundstrat Global Advisors, the S&amp;P 500 likely bottomed out in mid-October. And he thinks it’s premature to completely write off beaten-down technology stocks.</p><p>“I’m optimistic on US equities this year, but the biggest risk for stocks is if the Fed over hikes,” said Newton, who is monitoring whether the S&amp;P 500 can stay above the December lows around 3,800. “Earnings this week from tech companies could be a huge catalyst. Other corners of the market are stabilizing. But if tech falls really hard, that’s a problem and the market won’t be able to broadly rally.”</p><p>Forecasters surveyed by Bloomberg are predicting that the economy will contract in the second and third quarters of this year.</p><p>While that would meet one standard definition of a recession, since 1979 the official arbiter — the National Bureau of Economic Research — hasn’t declared that such a contraction was underway until an average of 234 days after it started, data compiled by Bloomberg Intelligence show. So don’t hold your breath for a warning.</p><p>The stock market is far more likely to be a leading indicator for when a recession starts and stops. Equity prices typically point to the risk of a recession seven months before it starts and bottom out five months before it ends, according to data since World War II compiled by research firm CFRA.</p><p>“The S&amp;P 500 may bounce back well before the announcement, as stocks typically rapidly price recessions,” according to Gillian Wolff, senior associate analyst at Bloomberg Intelligence.</p><p><img src=\"https://static.tigerbbs.com/7578e75ed73d1e19d3a136e6c25d3157\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>While the S&amp;P 500 has priced in an earnings decline, higher borrowing costs and persistent economic uncertainty will likely hold back gains in stocks over the next year, according to Bloomberg Intelligence’s fair-value model. BI’s base-case scenario puts the index around 3,977 at the end of 2023 — roughly unchanged from where it closed Friday. But if the bullish scenario plays out, BI estimates it could hit 4,896, a gain of some 23%.</p><p>Kevin Rendino, chief executive officer of 180 Degree Capital, is betting that the US recession has already begun. He’s been snapping up shares of small-cap stocks, specifically technology and discretionary shares that he sees at extremely low valuations.</p><p>Small-cap stocks are historically among the first groups to bottom before the broader market bounces higher. The Russell 2000 is up 6% in January, outpacing the big-cap S&amp;P 500’s 3.5% gain.</p><p>“While everyone is running away, I’m running toward those hammered small-cap stocks,” Rendino said. “They’ll be the first to discount a recovery, and they’re already starting to do that relative to large caps. Investors are anticipating a recession, but whether we’re in one or not, we’re not headed for Armageddon.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Investors Aren't Sure When to Dive Back Into US Stock Market</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\">\nInvestors Aren't Sure When to Dive Back Into US Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the stock-market bottomThe pause in the stock market’s strong start to 2023 underscores the main question ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp\">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.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119216652","content_text":"Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the stock-market bottomThe pause in the stock market’s strong start to 2023 underscores the main question vexing much of Wall Street: When will it be safe to start buying again?Yes, markets have grown increasingly confident that the slowdown in inflation will allow the Federal Reserve to soon end the cycle of aggressive interest-rate hikes that last year drove the S&P 500 index to the worst drop since 2008. But at the same time, those higher rates could drive the economy into a recession and slam the brakes on any growth.Positioning for this financial yin-yang is tricky, to say the least.“The S&P 500 has never bottomed before the start of a recession, but it’s not clear yet whether the US economy will actually fall into a downturn,” said Ed Clissold, chief US strategist at Ned Davis Research, whose firm forecasts a 75% chance that the US will slump into an economic slowdown in the first half of 2023. “Some indicators are telling us that a soft landing isn’t off the table. All of these cross currents do make it challenging for investors to position in US stocks.”Those cross currents leave the stock market poised for a choppy start to the year as investors rely on incoming economic data and eyeball historical trends for clues. Last week, the S&P 500 dropped 0.7%, snapping a two-week winning streak, though the index rallied 1.9% Friday, thanks to a surge in tech stocks as Fed officials dialed back fears of overly aggressive policy moves. The tech-heavy Nasdaq 100 Index had its best day since Nov. 30 to eke out a 0.7% gain for the week.Clissold said the historical performance of different sectors can provide a guide to where to invest heading into a downturn. Those that tend to peak late in economic cycles, like materials producers and industrial companies, usually perform strongly in the six months ahead of a recession. The same goes for consumer-staples and health-care stocks.At the same time, stocks from rate-sensitive industries like financials, real estate, and growth-oriented technology tend to lag during that period.The problem is the scope of last year’s selloff makes historical comparisons difficult to use. In fact, last year’s big losers — like rate-sensitive tech and communications services stocks — are among the best performers this year, leaving investors wondering if the worst of the bear market decline is behind them.In the coming week, markets will sort through earnings results from Microsoft Corp.,Tesla Inc. and International Business Machines Corp. that are poised to shape the direction of equities more broadly. Also, the Commerce Department on Thursday will release its first estimate of fourth-quarter US gross domestic product, which is expected to show an acceleration.To Mark Newton, head of technical strategy at Fundstrat Global Advisors, the S&P 500 likely bottomed out in mid-October. And he thinks it’s premature to completely write off beaten-down technology stocks.“I’m optimistic on US equities this year, but the biggest risk for stocks is if the Fed over hikes,” said Newton, who is monitoring whether the S&P 500 can stay above the December lows around 3,800. “Earnings this week from tech companies could be a huge catalyst. Other corners of the market are stabilizing. But if tech falls really hard, that’s a problem and the market won’t be able to broadly rally.”Forecasters surveyed by Bloomberg are predicting that the economy will contract in the second and third quarters of this year.While that would meet one standard definition of a recession, since 1979 the official arbiter — the National Bureau of Economic Research — hasn’t declared that such a contraction was underway until an average of 234 days after it started, data compiled by Bloomberg Intelligence show. So don’t hold your breath for a warning.The stock market is far more likely to be a leading indicator for when a recession starts and stops. Equity prices typically point to the risk of a recession seven months before it starts and bottom out five months before it ends, according to data since World War II compiled by research firm CFRA.“The S&P 500 may bounce back well before the announcement, as stocks typically rapidly price recessions,” according to Gillian Wolff, senior associate analyst at Bloomberg Intelligence.While the S&P 500 has priced in an earnings decline, higher borrowing costs and persistent economic uncertainty will likely hold back gains in stocks over the next year, according to Bloomberg Intelligence’s fair-value model. BI’s base-case scenario puts the index around 3,977 at the end of 2023 — roughly unchanged from where it closed Friday. But if the bullish scenario plays out, BI estimates it could hit 4,896, a gain of some 23%.Kevin Rendino, chief executive officer of 180 Degree Capital, is betting that the US recession has already begun. He’s been snapping up shares of small-cap stocks, specifically technology and discretionary shares that he sees at extremely low valuations.Small-cap stocks are historically among the first groups to bottom before the broader market bounces higher. The Russell 2000 is up 6% in January, outpacing the big-cap S&P 500’s 3.5% gain.“While everyone is running away, I’m running toward those hammered small-cap stocks,” Rendino said. “They’ll be the first to discount a recovery, and they’re already starting to do that relative to large caps. Investors are anticipating a recession, but whether we’re in one or not, we’re not headed for Armageddon.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058615037,"gmtCreate":1654828869629,"gmtModify":1676535518857,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Interesting comparison.&nbsp;","listText":"Interesting comparison.&nbsp;","text":"Interesting comparison.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058615037","repostId":"2242872207","repostType":2,"repost":{"id":"2242872207","pubTimestamp":1654826194,"share":"https://www.laohu8.com/m/news/2242872207?lang=&edition=full","pubTime":"2022-06-10 09:56","market":"us","language":"en","title":"Alibaba Looks Like Amazon In 2002","url":"https://stock-news.laohu8.com/highlight/detail?id=2242872207","media":"Seekingalpha","summary":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech ","content":"<html><head></head><body><p><b>Alibaba Group Holding</b> (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like <b>Apple</b> (AAPL) and <b>Amazon</b> (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.</p><p>Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:</p><ul><li>Core eCommerce operations.</li><li>Cloud computing operations.</li><li>High market share in the countries that are their “home bases.”</li></ul><p>These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.</p><p>There’s another trait that Amazon and Alibaba have in common:</p><p>Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the <a href=\"https://laohu8.com/S/AONE.U\">one</a> Amazon experienced after its 2002 crash.</p><h2>Competitive Landscape</h2><p>One thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, <b>JD.com </b>(JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when <b><a href=\"https://laohu8.com/S/EBAY\">eBay</a></b> (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.</p><p>One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.</p><p>Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.</p><p>Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.</p><h2>Alibaba’s Financials: the Amazon Comparison is Clear</h2><p>Alibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:</p><ul><li><p>$134.5 billion in revenue.</p></li><li><p>$49 billion in gross profit.</p></li><li><p>$14.9 billion in operating income (“EBIT”).</p></li><li><p>$9.8 billion in net income.</p></li><li><p>$9 billion in levered free cash flow.</p></li></ul><p>These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.</p><p>This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.</p><h2>Valuation</h2><p>Having explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.</p><p>One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.</p><p>According to Seeking Alpha Quant, BABA trades at the following multiples:</p><ul><li><p>Adjusted P/E: 12.</p></li><li><p>GAAP P/E: 28.</p></li><li><p>EV/EBITDA: 11.3.</p></li><li><p>Price/sales: 1.98.</p></li><li><p>Price/operating cash flow: 11.7.</p></li></ul><p>These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.</p><p>In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.</p><p>Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2022 (BASE YEAR)</p></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td></tr><tr><td><p>Revenue per share</p></td><td><p>$50</p></td><td><p>$55</p></td><td><p>$60.5</p></td><td><p>$66.55</p></td><td><p>$73.2</p></td><td><p>$80.52</p></td></tr><tr><td><p>Costs per share</p></td><td><p>$44.35</p></td><td><p>$48.78</p></td><td><p>$53.66</p></td><td><p>$59</p></td><td><p>$64.93</p></td><td><p>$71.42</p></td></tr><tr><td><p>EBIT per share</p></td><td><p>$5.65</p></td><td><p>$6.22</p></td><td><p>$6.84</p></td><td><p>$7.55</p></td><td><p>$8.27</p></td><td><p>$9.1</p></td></tr><tr><td><p>Tax</p></td><td><p>$0.62</p></td><td><p>$1.55</p></td><td><p>$1.71</p></td><td><p>$1.89</p></td><td><p>$2.07</p></td><td><p>$2.28</p></td></tr><tr><td><p>EPS</p></td><td><p>$5.03</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td></tr></tbody></table><p>As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.</p><p>The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:</p><table><colgroup></colgroup><tbody><tr><td></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td><td><p>2027</p></td><td><p>TOTAL</p></td></tr><tr><td><p>EPS</p></td><td><p>$4.665</p></td><td><p>$5.13</p></td><td><p>$5.66</p></td><td><p>$6.2</p></td><td><p>$6.82</p></td><td><p>N/A</p></td></tr><tr><td><p>(1 + r)^N</p></td><td><p>1.03</p></td><td><p>1.0609</p></td><td><p>1.093</p></td><td><p>1.125</p></td><td><p>1.159</p></td><td><p>N/A</p></td></tr><tr><td><p>Discounted EPS</p></td><td><p>$4.52</p></td><td><p>$4.83</p></td><td><p>$5.17</p></td><td><p>$5.51</p></td><td><p>$5.88</p></td><td><p>$25.91</p></td></tr></tbody></table><p>So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!</p><h2>Risks and Challenges</h2><p>As we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:</p><ul><li><p><b>Political risk.</b> Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.</p></li><li><p><b>Revenue deceleration.</b> Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.</p></li><li><p><b>COVID outbreaks.</b> China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.</p></li></ul><p>The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.</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>Alibaba Looks Like Amazon In 2002</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\">\nAlibaba Looks Like Amazon In 2002\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 09:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls ...</p>\n\n<a href=\"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4517331-alibaba-looks-like-amazon-2002","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2242872207","content_text":"Alibaba Group Holding (NYSE:BABA) stock has seen its fair share of challenges. Between China’s tech crackdown, a COVID-19 outbreak, and declining retail spending, there have been many curve balls thrown BABA’s way. However, the company is doing better than many people think it is. Although earnings are declining, revenue is still growing – albeit at a slower pace than in the past – and the company is working on many new projects like chips and cloud computing. Chips and cloud services were big winners for companies like Apple (AAPL) and Amazon (AMZN), so there is reason for optimism toward Alibaba’s future trajectory.Speaking of Amazon, that stock is a useful case study when it comes to understanding Alibaba. The two businesses have a lot in common, including:Core eCommerce operations.Cloud computing operations.High market share in the countries that are their “home bases.”These qualities make Amazon comparable to Alibaba. The two companies aren’t identical – Alibaba relies on third party vendors much more than Amazon does, and China is a very different market than America. But there are enough similarities that we could describe the two companies as being in the same sector.There’s another trait that Amazon and Alibaba have in common:Their stock market performance. BABA’s price trend in 2021/2022 is very similar to Amazon’s trend in 2000-2002. In both cases, the shares fell by high double digit percentages while revenue grew. When you’ve got a company whose stock price is declining while sales grow, you’re looking at an investment with the potential for future appreciation. Indeed, that happened with Amazon starting in 2002. That year, the company’s stock fell while its losses got smaller, paving the way for future growth. In BABA’s case, the higher revenue growth is not translating to earnings growth – a declining stock portfolio, investments in subsidiaries, and higher taxes are taking a bite out of fundamentals. On the flipside, BABA (unlike 2002 Amazon) has positive earnings already, so it can support its stock price through future buybacks. Taken as a whole, these factors suggest that BABA is set for a rally much like the one Amazon experienced after its 2002 crash.Competitive LandscapeOne thing that Alibaba has in common with Amazon, especially 2002-era Amazon, is its competitive position. Alibaba has one very large competitor, JD.com (JD), and a host of smaller ones. This is similar to the situation Amazon faced in 2002, when eBay (EBAY) was king of the eCommerce castle. In the long run, Amazon prevailed over eBay, and there are reasons to think that Alibaba will prevail over JD, too.One of those reasons relates to profitability. JD is a retailer that holds and sells inventory directly, Alibaba is mainly a platform for third party retailers. Amazon is a mix of both.Alibaba’s “third party seller” model results in high margins because it does not require holding inventory. BABA has fulfillment centers, which cost significant sums of money, but not on the level of holding inventory. Alibaba’s model incurs minimal host, mainly marketing and maintaining web infrastructure. JD’s, by contrast, incurs high costs. So BABA will likely earn more profit than JD if the two companies’ revenue levels are comparable. Indeed, their revenue is pretty comparable: JD actually had about $20 billion more of it than BABA did in the trailing 12 month period. However, BABA had far more profit. That’s largely because of Alibaba’s low cost business model.Of course, JD’s growing sales are a threat to Alibaba. Just because JD earns less profit doesn’t mean it won’t cut in on Alibaba’s action. However, Alibaba’s higher margins give it more opportunities to invest in its business. Over the last decade, Alibaba has built a cloud business, bought several companies, and launched a partially-owned payments platform. These kinds of things would be hard to pull off with JD’s margins. So, between JD and BABA, the latter is better positioned to grow into an Amazon-style conglomerate.Alibaba’s Financials: the Amazon Comparison is ClearAlibaba’s recent stock performance has been similar to Amazon’s in 2000-2002. Its financials are also similar to Amazon’s at that time period, only far better. In the most recent 12 month period, BABA delivered:$134.5 billion in revenue.$49 billion in gross profit.$14.9 billion in operating income (“EBIT”).$9.8 billion in net income.$9 billion in levered free cash flow.These figures give us a 7.2% net margin and a 36.5% gross margin. The net margin might not look that impressive but this is going off of GAAP earnings, which are affected by the performance of BABA’s stock portfolio. Substituting cash from operations for net income and we get a 16.3% CFO margin. Alibaba’s margins have fallen somewhat since the company’s record breaking 2020/2021 fiscal year, but they should start to climb again. A lot of the decline in BABA’s margins has been due to its stock portfolio declining in value. Chinese stocks are in a bullish trend this quarter; if they end the quarter in the green, then we could see BABA’s margins improve.This is similar to where Amazon was in 2002. Its stock price was declining, its revenue was rising, and its equity investments were going down. It was not profitable in 2002, so Alibaba compares favourably on that front. However, AMZN’s net loss was shrinking that year whereas BABA’s earnings are declining, so “2002 Amazon” wins on growth.ValuationHaving explored Alibaba’s financial performance, we can turn to its valuation. I’ll leave the Amazon comparison alone for this section because Amazon is nothing like Alibaba when it comes to valuation.One of the most appealing things about Alibaba stock today is its price. The company is very cheap relative to its underlying assets, earnings and cash flows, and will look even cheaper if earnings growth resumes later this year.According to Seeking Alpha Quant, BABA trades at the following multiples:Adjusted P/E: 12.GAAP P/E: 28.EV/EBITDA: 11.3.Price/sales: 1.98.Price/operating cash flow: 11.7.These multiples suggest that BABA is cheap. Certainly, they’re much lower than the multiples you’ll find on U.S. tech stocks of similar size. Doing a discounted cash flow analysis on BABA yields a similar result: even with conservative growth assumptions, the stock ends up being worth more than its current stock price implies.In the trailing 12 month period, Alibaba grew revenue at 18%. In the two recent quarters, it grew closer to 10%. For the sake of conservatism, we’ll use the lower end of BABA’s recent quarterly growth as our revenue assumption.Now let’s look at costs. In 2021, BABA’s COGS was $64 billion and operating expenses were $28 billion, for a total of $93 billion in cash costs. These combined costs grew by 28% to $119 billion in 2022. That would suggest that Alibaba’s costs are growing much faster than revenue. However, if we zero in on the most recent quarter, we see the cost growth slowing down compared to earlier in the year. COGS for Q4 came in at $21.9 billion and operating cost at $7.6 billion–down from $7.8 billion in the prior year quarter. Overall, COGS + operating costs combined grew at 10% for the quarter. We know that Alibaba is actively working at reducing costs right now, so I will again forecast based on the quarter rather than the year. The result of these assumptions is 10% growth in both revenue and costs. I will ignore interest expense in my model because BABA’s “interest income” includes stock market fluctuations, which are impossible to predict. I will use 25% as the tax rate because BABA recently lost its tax credits and, as a result, now pays China’s standard 25% tax. These assumptions yield the following model:2022 (BASE YEAR)20232024202520262027Revenue per share$50$55$60.5$66.55$73.2$80.52Costs per share$44.35$48.78$53.66$59$64.93$71.42EBIT per share$5.65$6.22$6.84$7.55$8.27$9.1Tax$0.62$1.55$1.71$1.89$2.07$2.28EPS$5.03$4.665$5.13$5.66$6.2$6.82As you can see, earnings dip briefly in 2023, mainly due to the fact that 2022 hadn’t yet seen four full quarters with higher tax rates. In 2024, earnings resume a modest upward trajectory.The end result is a pretty underwhelming 6.2% CAGR growth rate in earnings, which stems from our conservative assumptions. Actual growth could be stronger, but we’ll use what we’ve got. If we discount the cash flows above at the 3% 10 year treasury yield, we get:20232024202520262027TOTALEPS$4.665$5.13$5.66$6.2$6.82N/A(1 + r)^N1.031.06091.0931.1251.159N/ADiscounted EPS$4.52$4.83$5.17$5.51$5.88$25.91So we’ve got $25.91 worth of discounted cash flows in five years. If we assume that BABA produces no growth after that, then the terminal value is $227. So, we have a total present value of $253 – even when we assume extremely slow growth!Risks and ChallengesAs we’ve seen, Alibaba stock is undervalued based on both multiples and discounted cash flows. If the company just grows modestly in the next five years, its stock will come to be worth more than it is today. However, there are many risks and challenges for investors to watch out for, including:Political risk. Alibaba is subject to two forms of political risk: domestic political risk (e.g. a renewed tech crackdown), and international political risk (e.g. tensions between China and the U.S.). Right now, China is easing up on the tech crackdown, which is part of why Chinese stocks are rallying, but you can never discount the possibility that the government will go back into crackdown mode later. Likewise, there is always the possibility that tensions between the U.S. and China.Revenue deceleration. Alibaba’s revenue growth decelerated significantly in the past year. Its five year CAGR revenue growth rate is 40%, the TTM growth rate is only 18%. So BABA’s growth is definitely slowing. If it slows down more, then perhaps BABA won’t hit the 10% revenue growth my model assumed, and it will be worth less than what my model estimated.COVID outbreaks. China is still committed to a “COVID zero” model, meaning that it is willing to bring in pretty strict lockdowns for only modest numbers of COVID cases. This fact contributed to China’s recent 11% decline in retail spending. If we see more lockdowns, then BABA’s sales growth could slow down considerably, contributing to revenue deceleration.The risks above are very real. Nevertheless, Alibaba stock is cheap enough to make the risk worth assuming. Even assuming very little growth, the stock’s future earnings have a present value of about $250. That’s considerable upside to today’s prices. If growth accelerates, then we could see a true Amazon-style multi-decade rally taking us to dizzying highs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928824377,"gmtCreate":1671244247699,"gmtModify":1676538514708,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"What a change of sentiment.&nbsp;","listText":"What a change of sentiment.&nbsp;","text":"What a change of sentiment.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928824377","repostId":"1108538499","repostType":2,"repost":{"id":"1108538499","pubTimestamp":1671242092,"share":"https://www.laohu8.com/m/news/1108538499?lang=&edition=full","pubTime":"2022-12-17 09:54","market":"us","language":"en","title":"Musk Is Seeking New Twitter Investors at Same Price He Paid","url":"https://stock-news.laohu8.com/highlight/detail?id=1108538499","media":"Bloomberg","summary":"Billionaire has previously said that he overpaid for companyOutreach follows weeks of turmoil at Twitter under MuskElon Musk is seeking new investors for Twitter Inc. at $54.20 a share, the same price","content":"<html><head></head><body><ul><li>Billionaire has previously said that he overpaid for company</li><li>Outreach follows weeks of turmoil at Twitter under Musk</li></ul><p>Elon Musk is seeking new investors for Twitter Inc. at $54.20 a share, the same price he paid when he took the company private for $44 billion in October and kicked off a contentious overhaul.</p><p>The managing director of the billionaire’s family office, Jared Birchall, has been reaching out to potential backers this week, news site Semafor reported on Friday. Ross Gerber, who runs Gerber Kawasaki Wealth and Investment Management and took part in the earlier Twitter buyout, confirmed the outreach.</p><p>The fundraising attempt follows a tumultuous stretch at Twitter, where Musk has slashed jobs, upended longstanding policies and reinstated banned accounts. Just this week, the company suspended several journalists that Musk said had put his family in danger by revealing location information about his private plane.</p><p>Musk, who also runs Tesla Inc. and SpaceX, has acknowledged in the past that he paid too much for Twitter but has expressed confidence in its prospects in the long run.</p><p>“Obviously, myself and the other investors are obviously overpaying for Twitter right now,” he said on a Tesla conference call in October. “The long-term potential for Twitter, in my view is, an order of magnitude greater than its current value.”</p><p>Twitter didn’t immediately respond to a request for comment.</p><p>A pitch document announcing the new investment opportunity described it as “a follow-on equity offering for common shares at the original price and terms, targeting a year-end close,” according to Semafor. The move followed “numerous” inbound requests to invest in Twitter, the document said.</p><p>Gerber said he plans to check with his clients — many of whom have large positions in Tesla — to gauge their interest in the Twitter offering.</p><p>Musk agreed to acquire Twitter in April but then spent months trying unsuccessfully to get out of the deal. He has sold Tesla shares to help finance the purchase, and that has weighed on the stock, which is down 57% this year. As of this week, Musk had unloaded almost $40 billion in Tesla shares.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Is Seeking New Twitter Investors at Same Price He Paid</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\">\nMusk Is Seeking New Twitter Investors at Same Price He Paid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 09:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-16/musk-seeks-twitter-investors-at-same-price-he-paid-semafor-says?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Billionaire has previously said that he overpaid for companyOutreach follows weeks of turmoil at Twitter under MuskElon Musk is seeking new investors for Twitter Inc. at $54.20 a share, the same price...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-16/musk-seeks-twitter-investors-at-same-price-he-paid-semafor-says?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-16/musk-seeks-twitter-investors-at-same-price-he-paid-semafor-says?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108538499","content_text":"Billionaire has previously said that he overpaid for companyOutreach follows weeks of turmoil at Twitter under MuskElon Musk is seeking new investors for Twitter Inc. at $54.20 a share, the same price he paid when he took the company private for $44 billion in October and kicked off a contentious overhaul.The managing director of the billionaire’s family office, Jared Birchall, has been reaching out to potential backers this week, news site Semafor reported on Friday. Ross Gerber, who runs Gerber Kawasaki Wealth and Investment Management and took part in the earlier Twitter buyout, confirmed the outreach.The fundraising attempt follows a tumultuous stretch at Twitter, where Musk has slashed jobs, upended longstanding policies and reinstated banned accounts. Just this week, the company suspended several journalists that Musk said had put his family in danger by revealing location information about his private plane.Musk, who also runs Tesla Inc. and SpaceX, has acknowledged in the past that he paid too much for Twitter but has expressed confidence in its prospects in the long run.“Obviously, myself and the other investors are obviously overpaying for Twitter right now,” he said on a Tesla conference call in October. “The long-term potential for Twitter, in my view is, an order of magnitude greater than its current value.”Twitter didn’t immediately respond to a request for comment.A pitch document announcing the new investment opportunity described it as “a follow-on equity offering for common shares at the original price and terms, targeting a year-end close,” according to Semafor. The move followed “numerous” inbound requests to invest in Twitter, the document said.Gerber said he plans to check with his clients — many of whom have large positions in Tesla — to gauge their interest in the Twitter offering.Musk agreed to acquire Twitter in April but then spent months trying unsuccessfully to get out of the deal. He has sold Tesla shares to help finance the purchase, and that has weighed on the stock, which is down 57% this year. As of this week, Musk had unloaded almost $40 billion in Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988266111,"gmtCreate":1666760848033,"gmtModify":1676537802418,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Short-term pain for a very possible upside long-term.&nbsp;&nbsp;","listText":"Short-term pain for a very possible upside long-term.&nbsp;&nbsp;","text":"Short-term pain for a very possible upside long-term.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988266111","repostId":"1101935799","repostType":4,"repost":{"id":"1101935799","pubTimestamp":1666756314,"share":"https://www.laohu8.com/m/news/1101935799?lang=&edition=full","pubTime":"2022-10-26 11:51","market":"us","language":"en","title":"Is Google A Buy After Q3 Earnings? The Moment Of Truth Is Here","url":"https://stock-news.laohu8.com/highlight/detail?id=1101935799","media":"Seeking Alpha","summary":"SummaryGoogle's Q3 2022 was a double-miss on both the top- and bottom-lines. Yet, its core underlyin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Google&#39;s Q3 2022 was a double-miss on both the top- and bottom-lines. Yet, its core underlying business in advertising and cloud-computing remains strong.</li><li>FX was the biggest drag on Google&#39;s results, which was further corroborated by double-digit constant currency growth observed across its core segments, as previously expected.</li><li>We believe Google&#39;s Q3 2022 results demonstrate resilience, making the stock&#39;s latest knee-jerk pullback on the double-miss a compelling entry opportunity.</li></ul><p>No company is immune to looming macroeconomic headwinds, yet Alphabet Inc.’s (NASDAQ: GOOG, NASDAQ: GOOGL) (&#34;Google&#34;)Q3 2022 results have proven that it continues to be more resilient than most – especially its ad-focused peers that continue to reel from the double-whammy of macro-driven ad spending weakness and Apple’s (AAPL) signal loss. Despite the weight of FX headwinds which were largely expected given the rapid surge in the dollar in recent months and observed in the large gap between Google’s 6% y/y revenue growth and the 11% constant currency equivalent, the company continued to benefit from “growth in Search and momentum in Cloud.”</p><p>Google Search and YouTube advertising demand was a key focus area for many investors heading into its latest earnings release, as talks about softening ad spending have gained momentum in recent months. Markets have been bracing for a slowdown in consumer spending and an impending recession. Investors’ angst only worsened after advertising peer Snap Inc. (SNAP) reported the “worst revenue growth rate in its history,” elevating concerns over rising competition and broader macro headwinds. However, Google’s delivery of advertising sales growth in Q3 2022 (inclusive of FX headwind) suggests it continues to benefit as a market leader, as advertisers remain cautions on the allocation of ad dollars, favoring the best “value for money” ad distribution channels amid a looming economic downturn.</p><p>Google Cloud is another key spotlight for the company, as the segment maintains momentum by benefiting from the increasing adoption of a multi-cloud strategy across the commercial sector. The segment’s continued growth also contributes positively to its profitability trajectory – something that investors are hoping would come soon to match the lucrative margins achieved by rivals AWS (AMZN) and Azure (MSFT).</p><p>Solid fundamentals backed by a sustained moat, paired with its increasing share in the burgeoning cloud market continues to be the key bullish narratives driving the Google stock’s forward uptrend prospects. While Google has made a few brief appearances in the sub-$100 level over recent weeks, we remain optimistic that the stock has found bottom at current levels of about 20x forward earnings compared with the large-cap median of around 28x.</p><p><b>Google Shows How Valuable Its Moat Is</b></p><p>Google’s moat in digital ads has long been dubbed its key bullish thesis. Yet, nobody has really seen how strong and resilient it has become until the rapid deterioration of global macroeconomic conditions observed in recent months. The company’s 3Q22 ad revenue growth (+6% y/y; -1% q/q, inclusive of FX headwinds) continues to demonstrate not only the competitive advantage of its market dominance, but also the prudent management of its ad business strategy with diversified distribution outlets to mitigate concentration risk (cue social media turmoil with data signal loss).</p><p>Major challenges in digital advertising today include diminishing ad dollars ahead of a looming recession, industry-specific headwinds regarding restricted user data access, and an overall increase in competition. But Google’s moat with Search and YouTube continues mitigate its exposure to such risks.</p><p>Digital formats currently account for close to two-thirds of ad placements, displacing traditional distribution channels (e.g., linear TV; radio; paper). The majority of ad dollars were allocated to digital media in 1H22, with search and short-form video being two of the most common platforms, boasting19% and 14% y/y growth, respectively. And the trends are expected to last in the foreseeable future, with search ads expected to close the current year with at least 17% y/y growth, and short-form video/streaming 22%.</p><p>This continues to make strong tailwinds for Google’s advertising business, representing a massive growth opportunity for its moat to capitalize on. This is especially true under the current market climate, where advertisers are looking for distribution formats that can provide good value for money. YouTube currently accounts for 8% of all TV usage in the U.S. alone, beating Netflix’s(NFLX) 7%, which supports favorable reach for ads. Despite rising competition from TikTok on capturing share of total user screen time, Google’s equivalent YouTube Shorts are capitalizing on digital advertising opportunities well by improving monetizationand enabling ad revenue sharing with content creators. Meanwhile, Google Search remains the leading online search engine, facilitating close to 10 billion search requests per day.</p><p>Merchants currently spend on average 3.8% of its revenues on advertising, which is a material number considering the increasing focus on expanding profit margins to brace for the impending market downturn. Recentresearchshows that ad spending needs to be within the range of 1% to 9% of revenues paired with a fair “channel mix” in order to achieve optimal engagement and conversion results. With Google Search and YouTube being dominant ad distribution engines today, the company continues to be the best choice for all advertisers and merchants, large and small.</p><p>In addition to favorable market trends, Google’s advertising business is also expected to benefit from improved ad spending ahead of the upcoming holiday season. Industry trackers continue to show that m/m ad spending has steadily increased since September, with holiday advertising budgets “ratcheting up” earlier than expected this year in October. This is further corroborated with expectations for the holiday shopping season to startearlierthis year, as consumers look to take advantage of sales and discounts to compensate for rising inflationary pressures.</p><p>In addition to expectations for improved demand volume in 4Q22, we also think Google will benefit from pricing gains. Specifically, recent 3P data has demonstrated some “bias in ad spend towards [Meta Platforms] (META) compared to Google due to [return on ad spending / cost per action] (“ROA” / “CPA”) improvements via Advantage+” (Advantage+ is a new advertising format offered by Meta Platforms – see morehere). While this may seem like competition headwinds for Google, we think its higher cost per mille (“CPM,” or cost per every 1,000 ad impressions) will pay-off over the longer-term. This circles back to Google’s moat in digital ads – its platforms deliver. Although Meta Platforms has beenlowering its ad pricingsteadily this year to attract better take-rates and compensate Apple’s signal loss headwinds (which is good for the company, in our opinion), we think the fact that market expectations for social media ad spend to fall from 38% y/y growth last year to merely 3.2% y/y growth this year continues to corroborate more robust demand for Google’s advertising formats within the foreseeable future – especially as advertisers remain cautious on ad spending in the near-term.</p><p><b>GCP On Cloud 9</b></p><p>Although Google Cloud Platform (“GCP”) is currently the third largest public cloud service provider, it has always been the underdog given the glaring distance between its market share size compared to AWS and Azure’s. Yet, the increasing adoption of a multi-cloud strategy across corporate settings due to benefits spanning “risk mitigation, reliability/redundancy”, multi-function availability, and most importantly, cost-efficiencies is narrowing that gap for GCP from its leading contenders. And the segment’s robust 3Q22 results (revenue +38% y/y, +9% q/q; operating loss lowered by 19% q/q) solidifies that outlook.</p><p>Looking ahead, we see a continuation of this gradual build-up in GCP momentum supported by favorable take-rates observed across both large enterprises and small- and medium-sized businesses. And this will be critical to bringing the segment to ultimate profitability that imitates the ever-expanding margins observed at AWS and Azure through rapid scale, providing another cash-generating moat for the consolidated company.</p><p>Currently, close to 90% of corporations that have begun their respective transitions from legacy IT infrastructures to the cloud have indicated that they use “multiple public cloud providers,” with many indicating spending intentions on GCP in the foreseeable future, underscoring potential for greater penetration into opportunities across large and medium-sized enterprises currently dominated by AWS and Azure within the near-term. GCP is also gaining traction among small enterprises, tying with Azure in second place in terms of market share at 30%. Although SMBs are typically considered the more recession-prone cohort, which could potentially subject GCP to greater macro risk exposure within the near-term relative to AWS and Azure, cloud budgets have remained resilient so far:</p><blockquote>[Dan] Ives said cybersecurity earnings should also hold up well as spending on cloud transformation projects, data analytics and hybrid cloud integrations are still getting &#34;green lighted&#34; by many companies due to budgets already being set going into next year.</blockquote><blockquote>Source:Seeking Alpha</blockquote><p>This is also consistent with findings discussed in ourprevious coverage, where the migration to cloud remains a key deflationary factor:</p><blockquote>Google Cloud’s continued growth trajectory is further corroborated by resilient demand despite broad-based macro challenges – building a digital fabric remains acritical missionfor the commercial sector in order to ensure &#34;improved productivity in the inflationary environment&#34;, meaning IT spending on migrating workloads to the cloud and other digital transformation projects will remain strong.</blockquote><blockquote>Source: “Google&#39;s Post-Earnings Rally Signals The Bottom Is In”</blockquote><p>We also view Google’s plans to penetrate underserved markets as a prudent strategy to address the massive market share gap between GCP and market leaders AWS and Azure. The company’s latest decision to introduce its cloud-computing services inSouth Africaas part of its $1 billion multi-year investment strategy in Africa is expected to further its global market share within the fast-expanding industry. By building out local cloud infrastructure in South Africa, GCP ensures reliability of its services provided, while also addressing local data storage requirements, making it an optimal choice for the region’s commercial segment.</p><p>In addition to expanding GCP’s global availability to bolster its competitiveness within the cloud-computing market, Google has also ramped up its AI capabilities and related offerings, addressing a factor that has become increasingly critical within commercial IT environments. These include the recent introduction ofVertex AI Vision, an AI-enabled image recognition tool;Translation Hub, which uses AI to translate entire documents in 135 different languages; andContact Center AI, an AI-enabled customer service tool. By double-downing on developments in AI/ML, Google effectively bolsters GCP’s ability to address increasing considerations/demand for automation when key decision-makers evaluate IT vendors today. This is also consistent with the fact thatmore than 40%of corporate employees across the U.S. have pointed to the use of low-code techniques as critical in the increasingly data-driven workplace.</p><p>Last but not least, Google’s acquisition of Mandiant this year is expected to further improve GCP growth over the longer-term. Security currently presents itself as the most resilient segment in software amid looming recession risks. Close to 95% of corporate America has suggested that security spend will continue to increase despite near-term macro uncertainties, making it a key investment area due to an increased urgency to protect data fromrising cyber threats.</p><p>The Google-Mandiant combination has already resulted in synergies, with a new joint cybersecurity initiative –Mandiant Breach AnalyticsforChronicle Security Operations– to address said opportunities. Chronicle is a suite of cybersecurity solutions offered as part of GCP. And Mandiant Breach Analytics is the newest cyber threat detection and response tool developed by Mandiant that leverages the “power of the Google Cloud Chronicle Security Operations suite” to enable rapid threat detection and response. Key features of Mandiant Breach Analytics include reducing the time between “cyber intrusion” and “discovery and response” from the current average of about 21 days, and offering “active insight into threats” that can help GCP customers take swift action to “mitigate the impact of targeted attacks, while reducing the cost of current approaches.”</p><p><b>Key Risk Considerations</b></p><p>The irony between Google’s 3Q double-miss and outperforming fundamentals compared to its peer group underscores the impact of growing FX headwinds on the business. With the dollar expected to maintain a rapid rise over coming months as the Fed remains pressed on an aggressive rate hike agenda to tame inflation, FX will remain a near-term overhang on Google’s fundamental performance. More than half of the company’s revenues are currently generated from operations outside of the U.S., underscoring its significant exposure to FX headwinds over coming months. Yet, this is not an idiosyncratic risk to Google – in fact, even if the business shows 100% resiliency against the looming economic downturn, FX impacts will still erode its fundamental outperformance due to the global scale of its business.</p><p>Competition is another key risk, though Google is expected to navigate through this business challenge better than peers. On the advertising front, Google continues to benefit from market leading reach, especially in Search. Meanwhile, YouTube remains a key shareholder of daily user screentime. Although YouTube ad revenues showed its first sequential decline in two years during the third quarter, which implies softness in take-rates that were insufficient to overcome FX headwinds, we expect results from the newly implemented monetization efforts on Shorts paired with the platform’s increasing share of user screen time to ramp up and become more evident over coming months. Meanwhile, on the cloud-computing front, we believe GCP’s momentum demonstrated in 3Q22 puts rivals AWS and Azure on notice – if anything, GCP is a rising contender, instead of one that is losing market share within the fast-expanding yet increasingly crowded cloud-computing landscape.</p><p><b>Final Thoughts</b></p><p>Google’s resilience demonstrated through a tough 3Q22 macro environment should assuage investors’ concerns over increasing fragility in ad spending given looming economic weakness. We believe 3Q was a big test for investors’ confidence in the Google stock, and the company’s robust fundamental showing (barring FX headwinds) and favorable forward market trends discussed in the foregoing analysis over the immediate- and longer-term shows it has passed the test.</p><p>With Google now trading below “its 10-year average and the Nasdaq 100 overall,” and underlying fundamentals that continue to outperform those of its peers, the latest market selloff has created a compelling entry opportunity for Google stock as a long-term investment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Google A Buy After Q3 Earnings? The Moment Of Truth Is Here</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Google A Buy After Q3 Earnings? The Moment Of Truth Is Here\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4549071-is-google-a-buy-after-q3-earnings-the-moment-of-truth-is-here><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGoogle's Q3 2022 was a double-miss on both the top- and bottom-lines. Yet, its core underlying business in advertising and cloud-computing remains strong.FX was the biggest drag on Google's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4549071-is-google-a-buy-after-q3-earnings-the-moment-of-truth-is-here\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4549071-is-google-a-buy-after-q3-earnings-the-moment-of-truth-is-here","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101935799","content_text":"SummaryGoogle's Q3 2022 was a double-miss on both the top- and bottom-lines. Yet, its core underlying business in advertising and cloud-computing remains strong.FX was the biggest drag on Google's results, which was further corroborated by double-digit constant currency growth observed across its core segments, as previously expected.We believe Google's Q3 2022 results demonstrate resilience, making the stock's latest knee-jerk pullback on the double-miss a compelling entry opportunity.No company is immune to looming macroeconomic headwinds, yet Alphabet Inc.’s (NASDAQ: GOOG, NASDAQ: GOOGL) (\"Google\")Q3 2022 results have proven that it continues to be more resilient than most – especially its ad-focused peers that continue to reel from the double-whammy of macro-driven ad spending weakness and Apple’s (AAPL) signal loss. Despite the weight of FX headwinds which were largely expected given the rapid surge in the dollar in recent months and observed in the large gap between Google’s 6% y/y revenue growth and the 11% constant currency equivalent, the company continued to benefit from “growth in Search and momentum in Cloud.”Google Search and YouTube advertising demand was a key focus area for many investors heading into its latest earnings release, as talks about softening ad spending have gained momentum in recent months. Markets have been bracing for a slowdown in consumer spending and an impending recession. Investors’ angst only worsened after advertising peer Snap Inc. (SNAP) reported the “worst revenue growth rate in its history,” elevating concerns over rising competition and broader macro headwinds. However, Google’s delivery of advertising sales growth in Q3 2022 (inclusive of FX headwind) suggests it continues to benefit as a market leader, as advertisers remain cautions on the allocation of ad dollars, favoring the best “value for money” ad distribution channels amid a looming economic downturn.Google Cloud is another key spotlight for the company, as the segment maintains momentum by benefiting from the increasing adoption of a multi-cloud strategy across the commercial sector. The segment’s continued growth also contributes positively to its profitability trajectory – something that investors are hoping would come soon to match the lucrative margins achieved by rivals AWS (AMZN) and Azure (MSFT).Solid fundamentals backed by a sustained moat, paired with its increasing share in the burgeoning cloud market continues to be the key bullish narratives driving the Google stock’s forward uptrend prospects. While Google has made a few brief appearances in the sub-$100 level over recent weeks, we remain optimistic that the stock has found bottom at current levels of about 20x forward earnings compared with the large-cap median of around 28x.Google Shows How Valuable Its Moat IsGoogle’s moat in digital ads has long been dubbed its key bullish thesis. Yet, nobody has really seen how strong and resilient it has become until the rapid deterioration of global macroeconomic conditions observed in recent months. The company’s 3Q22 ad revenue growth (+6% y/y; -1% q/q, inclusive of FX headwinds) continues to demonstrate not only the competitive advantage of its market dominance, but also the prudent management of its ad business strategy with diversified distribution outlets to mitigate concentration risk (cue social media turmoil with data signal loss).Major challenges in digital advertising today include diminishing ad dollars ahead of a looming recession, industry-specific headwinds regarding restricted user data access, and an overall increase in competition. But Google’s moat with Search and YouTube continues mitigate its exposure to such risks.Digital formats currently account for close to two-thirds of ad placements, displacing traditional distribution channels (e.g., linear TV; radio; paper). The majority of ad dollars were allocated to digital media in 1H22, with search and short-form video being two of the most common platforms, boasting19% and 14% y/y growth, respectively. And the trends are expected to last in the foreseeable future, with search ads expected to close the current year with at least 17% y/y growth, and short-form video/streaming 22%.This continues to make strong tailwinds for Google’s advertising business, representing a massive growth opportunity for its moat to capitalize on. This is especially true under the current market climate, where advertisers are looking for distribution formats that can provide good value for money. YouTube currently accounts for 8% of all TV usage in the U.S. alone, beating Netflix’s(NFLX) 7%, which supports favorable reach for ads. Despite rising competition from TikTok on capturing share of total user screen time, Google’s equivalent YouTube Shorts are capitalizing on digital advertising opportunities well by improving monetizationand enabling ad revenue sharing with content creators. Meanwhile, Google Search remains the leading online search engine, facilitating close to 10 billion search requests per day.Merchants currently spend on average 3.8% of its revenues on advertising, which is a material number considering the increasing focus on expanding profit margins to brace for the impending market downturn. Recentresearchshows that ad spending needs to be within the range of 1% to 9% of revenues paired with a fair “channel mix” in order to achieve optimal engagement and conversion results. With Google Search and YouTube being dominant ad distribution engines today, the company continues to be the best choice for all advertisers and merchants, large and small.In addition to favorable market trends, Google’s advertising business is also expected to benefit from improved ad spending ahead of the upcoming holiday season. Industry trackers continue to show that m/m ad spending has steadily increased since September, with holiday advertising budgets “ratcheting up” earlier than expected this year in October. This is further corroborated with expectations for the holiday shopping season to startearlierthis year, as consumers look to take advantage of sales and discounts to compensate for rising inflationary pressures.In addition to expectations for improved demand volume in 4Q22, we also think Google will benefit from pricing gains. Specifically, recent 3P data has demonstrated some “bias in ad spend towards [Meta Platforms] (META) compared to Google due to [return on ad spending / cost per action] (“ROA” / “CPA”) improvements via Advantage+” (Advantage+ is a new advertising format offered by Meta Platforms – see morehere). While this may seem like competition headwinds for Google, we think its higher cost per mille (“CPM,” or cost per every 1,000 ad impressions) will pay-off over the longer-term. This circles back to Google’s moat in digital ads – its platforms deliver. Although Meta Platforms has beenlowering its ad pricingsteadily this year to attract better take-rates and compensate Apple’s signal loss headwinds (which is good for the company, in our opinion), we think the fact that market expectations for social media ad spend to fall from 38% y/y growth last year to merely 3.2% y/y growth this year continues to corroborate more robust demand for Google’s advertising formats within the foreseeable future – especially as advertisers remain cautious on ad spending in the near-term.GCP On Cloud 9Although Google Cloud Platform (“GCP”) is currently the third largest public cloud service provider, it has always been the underdog given the glaring distance between its market share size compared to AWS and Azure’s. Yet, the increasing adoption of a multi-cloud strategy across corporate settings due to benefits spanning “risk mitigation, reliability/redundancy”, multi-function availability, and most importantly, cost-efficiencies is narrowing that gap for GCP from its leading contenders. And the segment’s robust 3Q22 results (revenue +38% y/y, +9% q/q; operating loss lowered by 19% q/q) solidifies that outlook.Looking ahead, we see a continuation of this gradual build-up in GCP momentum supported by favorable take-rates observed across both large enterprises and small- and medium-sized businesses. And this will be critical to bringing the segment to ultimate profitability that imitates the ever-expanding margins observed at AWS and Azure through rapid scale, providing another cash-generating moat for the consolidated company.Currently, close to 90% of corporations that have begun their respective transitions from legacy IT infrastructures to the cloud have indicated that they use “multiple public cloud providers,” with many indicating spending intentions on GCP in the foreseeable future, underscoring potential for greater penetration into opportunities across large and medium-sized enterprises currently dominated by AWS and Azure within the near-term. GCP is also gaining traction among small enterprises, tying with Azure in second place in terms of market share at 30%. Although SMBs are typically considered the more recession-prone cohort, which could potentially subject GCP to greater macro risk exposure within the near-term relative to AWS and Azure, cloud budgets have remained resilient so far:[Dan] Ives said cybersecurity earnings should also hold up well as spending on cloud transformation projects, data analytics and hybrid cloud integrations are still getting \"green lighted\" by many companies due to budgets already being set going into next year.Source:Seeking AlphaThis is also consistent with findings discussed in ourprevious coverage, where the migration to cloud remains a key deflationary factor:Google Cloud’s continued growth trajectory is further corroborated by resilient demand despite broad-based macro challenges – building a digital fabric remains acritical missionfor the commercial sector in order to ensure \"improved productivity in the inflationary environment\", meaning IT spending on migrating workloads to the cloud and other digital transformation projects will remain strong.Source: “Google's Post-Earnings Rally Signals The Bottom Is In”We also view Google’s plans to penetrate underserved markets as a prudent strategy to address the massive market share gap between GCP and market leaders AWS and Azure. The company’s latest decision to introduce its cloud-computing services inSouth Africaas part of its $1 billion multi-year investment strategy in Africa is expected to further its global market share within the fast-expanding industry. By building out local cloud infrastructure in South Africa, GCP ensures reliability of its services provided, while also addressing local data storage requirements, making it an optimal choice for the region’s commercial segment.In addition to expanding GCP’s global availability to bolster its competitiveness within the cloud-computing market, Google has also ramped up its AI capabilities and related offerings, addressing a factor that has become increasingly critical within commercial IT environments. These include the recent introduction ofVertex AI Vision, an AI-enabled image recognition tool;Translation Hub, which uses AI to translate entire documents in 135 different languages; andContact Center AI, an AI-enabled customer service tool. By double-downing on developments in AI/ML, Google effectively bolsters GCP’s ability to address increasing considerations/demand for automation when key decision-makers evaluate IT vendors today. This is also consistent with the fact thatmore than 40%of corporate employees across the U.S. have pointed to the use of low-code techniques as critical in the increasingly data-driven workplace.Last but not least, Google’s acquisition of Mandiant this year is expected to further improve GCP growth over the longer-term. Security currently presents itself as the most resilient segment in software amid looming recession risks. Close to 95% of corporate America has suggested that security spend will continue to increase despite near-term macro uncertainties, making it a key investment area due to an increased urgency to protect data fromrising cyber threats.The Google-Mandiant combination has already resulted in synergies, with a new joint cybersecurity initiative –Mandiant Breach AnalyticsforChronicle Security Operations– to address said opportunities. Chronicle is a suite of cybersecurity solutions offered as part of GCP. And Mandiant Breach Analytics is the newest cyber threat detection and response tool developed by Mandiant that leverages the “power of the Google Cloud Chronicle Security Operations suite” to enable rapid threat detection and response. Key features of Mandiant Breach Analytics include reducing the time between “cyber intrusion” and “discovery and response” from the current average of about 21 days, and offering “active insight into threats” that can help GCP customers take swift action to “mitigate the impact of targeted attacks, while reducing the cost of current approaches.”Key Risk ConsiderationsThe irony between Google’s 3Q double-miss and outperforming fundamentals compared to its peer group underscores the impact of growing FX headwinds on the business. With the dollar expected to maintain a rapid rise over coming months as the Fed remains pressed on an aggressive rate hike agenda to tame inflation, FX will remain a near-term overhang on Google’s fundamental performance. More than half of the company’s revenues are currently generated from operations outside of the U.S., underscoring its significant exposure to FX headwinds over coming months. Yet, this is not an idiosyncratic risk to Google – in fact, even if the business shows 100% resiliency against the looming economic downturn, FX impacts will still erode its fundamental outperformance due to the global scale of its business.Competition is another key risk, though Google is expected to navigate through this business challenge better than peers. On the advertising front, Google continues to benefit from market leading reach, especially in Search. Meanwhile, YouTube remains a key shareholder of daily user screentime. Although YouTube ad revenues showed its first sequential decline in two years during the third quarter, which implies softness in take-rates that were insufficient to overcome FX headwinds, we expect results from the newly implemented monetization efforts on Shorts paired with the platform’s increasing share of user screen time to ramp up and become more evident over coming months. Meanwhile, on the cloud-computing front, we believe GCP’s momentum demonstrated in 3Q22 puts rivals AWS and Azure on notice – if anything, GCP is a rising contender, instead of one that is losing market share within the fast-expanding yet increasingly crowded cloud-computing landscape.Final ThoughtsGoogle’s resilience demonstrated through a tough 3Q22 macro environment should assuage investors’ concerns over increasing fragility in ad spending given looming economic weakness. We believe 3Q was a big test for investors’ confidence in the Google stock, and the company’s robust fundamental showing (barring FX headwinds) and favorable forward market trends discussed in the foregoing analysis over the immediate- and longer-term shows it has passed the test.With Google now trading below “its 10-year average and the Nasdaq 100 overall,” and underlying fundamentals that continue to outperform those of its peers, the latest market selloff has created a compelling entry opportunity for Google stock as a long-term investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908793244,"gmtCreate":1659432009890,"gmtModify":1705980299573,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Roku has really fallen in recent times.&nbsp;","listText":"Roku has really fallen in recent times.&nbsp;","text":"Roku has really fallen in recent times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908793244","repostId":"1164201460","repostType":2,"repost":{"id":"1164201460","pubTimestamp":1659430878,"share":"https://www.laohu8.com/m/news/1164201460?lang=&edition=full","pubTime":"2022-08-02 17:01","market":"us","language":"en","title":"Roku: Many Shall Be Restored, But Not Roku","url":"https://stock-news.laohu8.com/highlight/detail?id=1164201460","media":"Seeking Alpha","summary":"SummaryRoku is struggling to guide for compelling growth ahead, despite growing its active accounts ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Roku is struggling to guide for compelling growth ahead, despite growing its active accounts by 14% y/y in Q2.</li><li>Roku stock is down more than 80% from its highs, but difficult as it may be to admit, this stock is still not cheap.</li><li>I called this investment wrong. My thought process was fair. But the outcome was poor.</li><li>Looking ahead, it&#39;s difficult to get excited about this streaming player.</li><li>I rate ROKU stock a sell, as I don&#39;t believe a turnaround will be imminent.</li></ul><p><b>Investment Thesis</b></p><p>Roku (NASDAQ:ROKU) has hit a rough patch. There was a period when Roku was able to delight investors as it posted sizzling revenue growth rates. But today, as investors are increasingly looking for profitable revenue growth, Roku comes up short.</p><p>The stock may appear cheap at 3x forward sales, but with no profitability in sight, I don&#39;t see how investors can now look kindly towards this stock.</p><p>Ultimately, there are too many hairs on Roku. And the valuation of this unprofitable company leaves investors with no margin of safety.</p><p><b>Roku&#39;s Revenue Growth Rates Fizzle Out</b><img src=\"https://static.tigerbbs.com/699db5b6138c54fe99631bb98fd5fcf6\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Roku&#39;s revenue growth rates</p><p>Roku&#39;s guidance points to just 3% y/y of revenue growth rates.</p><p><img src=\"https://static.tigerbbs.com/fb3b45e305a8ca695060a81b04befa55\" tg-width=\"372\" tg-height=\"533\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Analysts revenue estimates</p><p>The days when Roku was handily beating analysts&#39; revenue estimates are now long-distance memory, as you can see from the green arrow, above. As Warren Buffett says, there&#39;s never just one cockroach in the kitchen.</p><p>The company is now struggling to gain traction, and this stock has become a &#39;&#39;show-me&#39;&#39; story, see red arrow.</p><p><b>Many Shall Be Restored That Now Are Fallen and Many Shall Fall That Now Are in Honour</b></p><p>Most investors reading the above quote will know what this is a reference to. During the Covid period, we were all in awe of these Covid winners. The sky was the limit. And in the crowd, there was a consensus. Yet, both the consensus and I were wrong on Roku.</p><p><img src=\"https://static.tigerbbs.com/4e32fb9e3c0ad833f3930d7ecbdbaea0\" tg-width=\"640\" tg-height=\"261\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Author&#39;s coverage</p><p>I believed, wrongly as it turns out, that with Roku down so significantly from its previous highs, it no longer made any sense to be bearish on the stock.</p><p>But the market has its way of keeping us humble. I was resolute that as long as Roku&#39;s active accounts kept increasing that the market would look favorably towards Roku.</p><p>I was being led by two insights that had worked successfully in the past.</p><p>In the first instance, whenever Netflix (NFLX) in the past missed on its revenue line or its EPS line, as long as paid subscribers continued to move higher, the market continued rewarding the stock.</p><p>Secondly, I believed that with the stock down so substantially from 2021, surely, investors were already pricing in a lot of negativity.</p><p>Well, it turns out that in both instances, I was wrong. Or better said, despite those two conditions being fulfilled, with active accounts increasing by 14% y/y, and the stock down more than 70% in the past year, the market still wanted nothing to do with Roku.</p><p>Roku has now lost faith in investors&#39; eyes. Hence, it will take time for investors to restore this stock to honor.</p><p><b>ROKU Stock Valuation - A Show-Me Story</b></p><p>In the short term, defined as a period of 1 year, the biggest driving force of investors&#39; return is the stock&#39;s multiple. If the multiple is expanding rapidly, a lot of questions get pushed to the back burner. Everyone becomes a buy-and-hold investor. And life is good.</p><p>And the same happens in reverse. When the multiple is rapidly contracting, investors are continuously asking tough questions about their investments. It becomes a show-me story. And life is miserable.</p><p><img src=\"https://static.tigerbbs.com/ddcb86ba10793b4f320a3a7a1340c845\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>ROKU PS Ratio (Forward)data by YCharts</p><p>As you can see above, Roku went from being priced at north of 15x forward sales to now being priced at 3x forward sales.</p><p>The problem for Roku now lies in the fact that the market is no longer rewarding unprofitable growth companies in the same way as it was.</p><p>And then, to further compound issues, Roku isn&#39;t even growing anywhere near what could be defined as a growth story. With mid-single digits revenue growth and no path to profitability in sight, investors are now looking for an exit.</p><p>And until Roku&#39;s shareholder base fully changes hands, from those that viewed the stock as a disruptive &#39;&#39;high growth&#39;&#39; streaming player, to those that view Roku as a &#39;&#39;value&#39;&#39; stock, there will continue to be a lot of selling pressure on this stock. And this change in its shareholder base will take time.</p><p><b>The Bottom Line</b></p><p>The market is brutal. It does not care what price the investors paid. There&#39;s little point in holding on towards breakeven. The stock will go towards fair value. And then, it will not stop at fair value. It will overshoot. Or in this case, undershoot.</p><p>And herein lies the problem with an investment in Roku. Even if the argument could be made that the stock is now fairly valued, there&#39;s so much negative sentiment towards the stock, that it won&#39;t stop at fair value.</p><p>It will only stop when all hope has been purged from the stock. And there&#39;s simply no point in getting frustrated about this. When it comes to investing there are going to be winners and losers. And that&#39;s simply how it is. With so many really high-quality stocks available, investors would do well to salvage their capital and move on to better opportunities.</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>Roku: Many Shall Be Restored, But Not Roku</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\">\nRoku: Many Shall Be Restored, But Not Roku\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528183-roku-stock-overvalued-turnaround-not-imminent?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A46><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRoku is struggling to guide for compelling growth ahead, despite growing its active accounts by 14% y/y in Q2.Roku stock is down more than 80% from its highs, but difficult as it may be to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528183-roku-stock-overvalued-turnaround-not-imminent?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A46\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc"},"source_url":"https://seekingalpha.com/article/4528183-roku-stock-overvalued-turnaround-not-imminent?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A46","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164201460","content_text":"SummaryRoku is struggling to guide for compelling growth ahead, despite growing its active accounts by 14% y/y in Q2.Roku stock is down more than 80% from its highs, but difficult as it may be to admit, this stock is still not cheap.I called this investment wrong. My thought process was fair. But the outcome was poor.Looking ahead, it's difficult to get excited about this streaming player.I rate ROKU stock a sell, as I don't believe a turnaround will be imminent.Investment ThesisRoku (NASDAQ:ROKU) has hit a rough patch. There was a period when Roku was able to delight investors as it posted sizzling revenue growth rates. But today, as investors are increasingly looking for profitable revenue growth, Roku comes up short.The stock may appear cheap at 3x forward sales, but with no profitability in sight, I don't see how investors can now look kindly towards this stock.Ultimately, there are too many hairs on Roku. And the valuation of this unprofitable company leaves investors with no margin of safety.Roku's Revenue Growth Rates Fizzle OutRoku's revenue growth ratesRoku's guidance points to just 3% y/y of revenue growth rates.Analysts revenue estimatesThe days when Roku was handily beating analysts' revenue estimates are now long-distance memory, as you can see from the green arrow, above. As Warren Buffett says, there's never just one cockroach in the kitchen.The company is now struggling to gain traction, and this stock has become a ''show-me'' story, see red arrow.Many Shall Be Restored That Now Are Fallen and Many Shall Fall That Now Are in HonourMost investors reading the above quote will know what this is a reference to. During the Covid period, we were all in awe of these Covid winners. The sky was the limit. And in the crowd, there was a consensus. Yet, both the consensus and I were wrong on Roku.Author's coverageI believed, wrongly as it turns out, that with Roku down so significantly from its previous highs, it no longer made any sense to be bearish on the stock.But the market has its way of keeping us humble. I was resolute that as long as Roku's active accounts kept increasing that the market would look favorably towards Roku.I was being led by two insights that had worked successfully in the past.In the first instance, whenever Netflix (NFLX) in the past missed on its revenue line or its EPS line, as long as paid subscribers continued to move higher, the market continued rewarding the stock.Secondly, I believed that with the stock down so substantially from 2021, surely, investors were already pricing in a lot of negativity.Well, it turns out that in both instances, I was wrong. Or better said, despite those two conditions being fulfilled, with active accounts increasing by 14% y/y, and the stock down more than 70% in the past year, the market still wanted nothing to do with Roku.Roku has now lost faith in investors' eyes. Hence, it will take time for investors to restore this stock to honor.ROKU Stock Valuation - A Show-Me StoryIn the short term, defined as a period of 1 year, the biggest driving force of investors' return is the stock's multiple. If the multiple is expanding rapidly, a lot of questions get pushed to the back burner. Everyone becomes a buy-and-hold investor. And life is good.And the same happens in reverse. When the multiple is rapidly contracting, investors are continuously asking tough questions about their investments. It becomes a show-me story. And life is miserable.ROKU PS Ratio (Forward)data by YChartsAs you can see above, Roku went from being priced at north of 15x forward sales to now being priced at 3x forward sales.The problem for Roku now lies in the fact that the market is no longer rewarding unprofitable growth companies in the same way as it was.And then, to further compound issues, Roku isn't even growing anywhere near what could be defined as a growth story. With mid-single digits revenue growth and no path to profitability in sight, investors are now looking for an exit.And until Roku's shareholder base fully changes hands, from those that viewed the stock as a disruptive ''high growth'' streaming player, to those that view Roku as a ''value'' stock, there will continue to be a lot of selling pressure on this stock. And this change in its shareholder base will take time.The Bottom LineThe market is brutal. It does not care what price the investors paid. There's little point in holding on towards breakeven. The stock will go towards fair value. And then, it will not stop at fair value. It will overshoot. Or in this case, undershoot.And herein lies the problem with an investment in Roku. Even if the argument could be made that the stock is now fairly valued, there's so much negative sentiment towards the stock, that it won't stop at fair value.It will only stop when all hope has been purged from the stock. And there's simply no point in getting frustrated about this. When it comes to investing there are going to be winners and losers. And that's simply how it is. With so many really high-quality stocks available, investors would do well to salvage their capital and move on to better opportunities.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187121486024832,"gmtCreate":1686723239075,"gmtModify":1686723242908,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"\"Overvalued\" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.&nbsp;","listText":"\"Overvalued\" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.&nbsp;","text":"\"Overvalued\" or not can also depend on when you enter the market. I suppose it is safe for one to make sure that one always have enough cash Flow, just in case. dont hold on to too many shares at one go, st the expense of liquid cash.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187121486024832","repostId":"2343567514","repostType":2,"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184078798917712,"gmtCreate":1685964949612,"gmtModify":1685964953318,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.&nbsp;","listText":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.&nbsp;","text":"Pretty sure Elon Musk bit being as distracted by Twitter played a part, too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184078798917712","repostId":"1169052173","repostType":2,"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943302978,"gmtCreate":1679094562694,"gmtModify":1679094567009,"author":{"id":"4096599098888750","authorId":"4096599098888750","name":"Fadzli13","avatar":"https://community-static.tradeup.com/news/15e467ec92dd53b5422e77e7a427c1bf","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Really feel for the shareholders. Chaos at BBBY.&nbsp;","listText":"Really feel for the shareholders. Chaos at BBBY.&nbsp;","text":"Really feel for the shareholders. Chaos at BBBY.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943302978","repostId":"2320538482","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}