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2022-10-26

Very disappointed in Baba

Sorry, the original content has been removed

2022-01-14

Like

3 Meme Stocks That Are Actually Solid Long-Term Picks

2022-06-14

[Grin] [Cry]

Bitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals

2022-01-22

[smile] [smile]

Why I Sold These 3 High-Growth Tech Stocks

2022-02-09

[smile]

Alibaba Shares Jumped over 3% in Morning Trading

2022-01-16

Up

Palantir: The Myth Of Overvaluation

2022-01-13

Ok

Sorry, the original content has been removed

2022-10-07

[Cool]

Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?

2022-05-17

Good

Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon

2022-05-23

[Miser]

Bear Market, GDP, and Davos: What to Watch This Week

2022-05-17

Good

Hot Chinese ADRs Continued to Jump in Morning Trading, with iQiyi Rising Over 13% and Nio Rising Over 3%

2022-02-01

Need to hold

Is Palantir's Stock Too Cheap? Guy Adami Thinks So

2022-01-05

Up

Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?

2023-01-05

Will drop again

Down 30%, Apple Stock Is Still Risky

2022-09-13

[What]

Baidu AI Cloud Releases New Generation Cloud Strategy

2022-09-03

[Cool]

Can Disney and the Cybertruck Transform TSLA Stock?

2022-08-05

How to make a good China company share drops? Just use a same tactics, to release a fake news or threatening statement is good enough to create fear and panic to public.Just that simply.

Alibaba: Is The Panic Justified?

2022-05-26

Good 👍

Sorry, the original content has been removed

2022-03-28

🙂

Is Moderna Stock a Buy Following Pediatric Covid-19 Vaccine Data? Analyst Weighs In

2022-01-09

Good

EV Stocks Rebounded in Morning Trading

Go to Tiger App to see more news

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href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$ &nbsp;</a>‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the followin","listText":"‌<a href=\"https://laohu8.com/S/.SPX\">$S&amp;P 500(.SPX)$ &nbsp;</a>‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the followin","text":"‌$S&P 500(.SPX)$ ‌ Weakness seen last week as we were talking about a pullback coming early week! Will it continue lower or is the rally about to continue?! Good NFP report! More hikes and for longer! FFR Futures are pricing in over 60% of 25BP hikes coming up on May! Bulls pivot dream is gone! FEDs will likely overtighten and something else which nobody is taking notice of will break! CRE loans is something everyone is talking about being the next black swan but a black swan is when nobody is expecting and looking at. It will also be something which the FED will not be able to fix with its tools available! Watch the video to find out what to expect the following week! We nailed last week and looking forward to nail the followin","images":[{"img":"https://community-static.tradeup.com/news/aa564106dfdc351db1f88399b2ae161a","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946702398","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941569471,"gmtCreate":1680438267394,"gmtModify":1680438271370,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941569471","repostId":"9941587887","repostType":1,"repost":{"id":9941587887,"gmtCreate":1680434838450,"gmtModify":1680437829468,"author":{"id":"3479274819487659","authorId":"3479274819487659","name":"The Finance Hydra","avatar":"https://community-static.tradeup.com/news/a242a9be28de8ea5e320d9cee36651ca","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  TESLA Stock: The Next Rally Has Started.\n \n","listText":"TESLA Stock: The Next Rally Has Started.","text":"TESLA Stock: The Next Rally Has Started.","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941587887","isVote":1,"tweetType":2,"object":{"id":"b02b191ded6e421d86a4a118c0e7551d","tweetId":"9941587887","title":"TESLA Stock: The Next Rally Has Started.","videoUrl":"http://v.tigerbbs.com/1680434832448e1b27eee45c991ac0fc33021c5438a6b.mp4","poster":"https://static.tigerbbs.com/bc98b53dd4c09640e0799843fd249a19","shareLink":"http://v.tigerbbs.com/1680434832448e1b27eee45c991ac0fc33021c5438a6b.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943692866,"gmtCreate":1679392965955,"gmtModify":1679392969559,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943692866","repostId":"9943696336","repostType":1,"repost":{"id":9943696336,"gmtCreate":1679391975225,"gmtModify":1679392469914,"author":{"id":"4110446958625042","authorId":"4110446958625042","name":"Robert J. Teuwissen","avatar":"https://community-static.tradeup.com/news/b028941e5a947604ea7fc2e4de2b1c4c","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"Disinflation 2.0","htmlText":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","listText":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","text":"Since Powell started talking about disinflation it has started to look more like disillusionment, while the arguments for disinflation still stand straight. Disinflation is sharply declining inflation, and although inflation has been clearly declining over the past few months, better-than-expected unemployment figures and better-than-expected inflation rates are increasingly calling into question the process of disinflation. Early last week, there was even a 70 percent chance that the Federal Reserve will raise interest rates by 50 basis points at its March 21-22 meeting. By the end of the week, that had dropped to a 30 percent chance, helped by the bank run on Silicon Valley Bank. That misfortune was caused in part by the Fed's tightening. Meanwhile, the money supply in the United States","images":[{"img":"https://community-static.tradeup.com/news/5296b442483c809a7149449708885b77","width":"751","height":"373"},{"img":"https://community-static.tradeup.com/news/f80a6537d5020f8b90982aae3ed32960","width":"753","height":"318"},{"img":"https://community-static.tradeup.com/news/0e71ca0f40ebb2048f41e8659a1234e0","width":"657","height":"546"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943696336","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949605391,"gmtCreate":1678547769613,"gmtModify":1678588510390,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/JD\">$JD.com(JD)$ &nbsp;</a>","text":"$JD.com(JD)$","images":[{"img":"https://community-static.tradeup.com/news/f11aaeab3a73d3d4fda78fe6523cb7b4","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949605391","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9957915636,"gmtCreate":1676887440725,"gmtModify":1676887444992,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Hopefully&nbsp;","listText":"Hopefully&nbsp;","text":"Hopefully","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957915636","repostId":"2312024802","repostType":4,"repost":{"id":"2312024802","pubTimestamp":1676875886,"share":"https://www.laohu8.com/m/news/2312024802?lang=&edition=full","pubTime":"2023-02-20 14:51","market":"us","language":"en","title":"3 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2312024802","media":"Motley Fool","summary":"These companies have key advantages that could be seriously undervalued by the market.","content":"<html><head></head><body><p>There&#39;s no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative investing opportunities for patient investors.</p><p>After the sharp sell-off last year, the <b>S&amp;P 500</b> index has rebounded about 8% year to date, but there are still many top names that have significant upside, according to Wall Street analysts.</p><p>Three Motley Fool contributors found three stocks, where analysts have set price targets well above their current quote. Here&#39;s why <b><a href=\"https://laohu8.com/S/W\">Wayfair</a></b> , <b>Deckers Outdoor</b>, and <b><a href=\"https://laohu8.com/S/WBD\">Warner Bros. Discovery</a></b> could deliver great returns.</p><h2>Wayfair stock: 146% upside</h2><p><b>Jennifer Saibil (Wayfair):</b> Wayfair stock lost 82% of its value in 2022, outdoing many plummeting stocks. However, it&#39;s up a whopping 53% so far in 2023, and a company turnaround is already happening.</p><p>Wayfair sales skyrocketed at the beginning of the pandemic. Shoppers focusing on home improvement while stuck indoors scooped up Wayfair&#39;s trendy and moderately priced furniture and home products, and the company posted a profit for the first time.</p><p>However, that changed drastically in the aftermath. Sales plunged, and net loss is back where it was before.</p><p><img src=\"https://static.tigerbbs.com/8653f89650efa749b497b06599877995\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\"/></p><p>W Revenue (Quarterly) data by YCharts</p><p>However, the company&#39;s model is still intact, and the long-term opportunity looks compelling. It operates under several banners, such as Wayfair and Perigold, that range from midprice through luxury, giving it exposure to a large part of the population. It works through a dropship model, which means that it provides a platform for third-party sellers to feature their products.</p><p>For the most part, it does not need to hold inventory, and it only &#34;buys&#34; products when it records its own sale. However, many of its suppliers use Wayfair&#39;s delivery systems, giving it more control over the process. That should ultimately provide it with a way to become very profitable, although it took two steps back last year.</p><p>However, the steps it is taking to build relationships are bearing fruit. Despite the decline in customer count and revenue, active customers continue to engage. In the 2022 third quarter, average order value increased from $285 in 2021 to $325, and revenue per active customer increased 13% to $547 for the trailing 12 months.</p><p>In January, investors enthusiastically greeted the news that Wayfair would be cutting 10% of its workforce. That was an addition to a cost-reduction plan launched in August to save $1.4 billion annually and break even in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in 2023.</p><p>Wayfair stock trades at the incredibly low price-to-sales ratio of 0.4. Risk-averse investors may want to wait on Wayfair right now, but the likelihood of a comeback looks strong, and the long-term opportunity is exciting.</p><h2>Deckers Outdoor stock: 29% upside</h2><p><b>Jeremy Bowman (Deckers): </b>Deckers, the diversified footwear company, may be best known for Uggs, the sheepskin boots that were all the rage a decade ago, but lately there&#39;s another shoe that&#39;s been driving the company&#39;s performance: its Hoka running sneakers.</p><p>The success of Hoka has helped make Deckers a big winner on the market over the last year during a tough period for consumer discretionary stocks, as shares of the footwear maker have nearly doubled from their lows last spring.</p><p>In its most recent earnings report, sales of Hokas nearly doubled, jumping 90.8% to $352.1 million, which could portend further growth for the running shoe. Hoka still trails Ugg as the company&#39;s biggest brand, but that could change if the current momentum continues, and Wall Street seems to be taking notice.</p><p><b>UBS </b>analyst Jay Sole raised his price target on the stock from $530 to $540 following the company&#39;s recent earnings report, calling Hoka &#34;one of the fastest-growing footwear brands in the world.&#34; Sole suggested that the stock was undervalued, given its ability to gain market share during a difficult macro environment.</p><p>Sole&#39;s price target implies a 29% upside in the stock, and given Deckers&#39; momentum since the spring, the stock seems like a good bet to get there, especially given the buzz around Hoka, which is penetrating a large addressable market in running and casual/comfort sneakers.</p><p>The company just reported its fiscal third quarter and raised its guidance for the fiscal year to call for 11% to 12% revenue growth. If it can maintain that momentum into fiscal 2024, the stock should continue to be a winner.</p><h2>Warner Bros. Discovery stock: 40% upside</h2><p><b>John Ballard (Warner Bros. Discovery):</b> Streaming has come a long way over the last decade, but top media companies still have a lot of work to do to catch <b>Netflix</b>.</p><p>One stock to keep an eye on is Warner Bros. Discovery. This top media stock fell hard last year with the broader market, but investors shouldn&#39;t discount the growth potential of the iconic film studio. <b>Bank of America</b> analyst Jessica Reif has a buy rating on the stock with a $21 price target, representing 40% upside from the current share price.</p><p>The company has an attractive collection of media properties that the market is underestimating at these low share prices. The company was created from the merger of <b>AT&amp;T</b>&#39;s WarnerMedia and Discovery in April 2022, which brought together several top cable networks, in addition to HBO and Warner Bros. Pictures, all under one corporate roof.</p><p>The stock is down mostly due to uncertainty around the near-term advertising market, as well as the slowing growth in streaming coming out of the pandemic. These headwinds have weighed heavily on the company&#39;s revenue growth, which fell 5% year over year on an adjusted basis in the third quarter.</p><p>Management is implementing a plan to realize at least $3.5 billion in synergies beyond 2024. This should significantly improve earnings and free cash flow. This is why Bank of America calls Warner Bros. the &#34;best value in media.&#34;</p><p>The direct-to-consumer business added 2.8 million subscribers last quarter, bringing the total to nearly 95 million. There&#39;s growing demand for streaming, and Warner Bros. has the content to create long-term value for shareholders.</p><p>With the stock currently trading around 12 times management&#39;s 2022 free cash flow guidance, investors are getting a steal.</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 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street</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 Bear Market Buys That Could Rise 29% to 146%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 14:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There's no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WBD":"Warner Bros. Discovery","DECK":"Deckers Outdoor Corporation","W":"Wayfair"},"source_url":"https://www.fool.com/investing/2023/02/18/3-bear-market-buys-rise-29-to-146-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312024802","content_text":"There's no better time to put your money to work than when stocks are in the tank. Pessimism over the economy can lead to significant undervaluation of the best businesses, and that means lucrative investing opportunities for patient investors.After the sharp sell-off last year, the S&P 500 index has rebounded about 8% year to date, but there are still many top names that have significant upside, according to Wall Street analysts.Three Motley Fool contributors found three stocks, where analysts have set price targets well above their current quote. Here's why Wayfair , Deckers Outdoor, and Warner Bros. Discovery could deliver great returns.Wayfair stock: 146% upsideJennifer Saibil (Wayfair): Wayfair stock lost 82% of its value in 2022, outdoing many plummeting stocks. However, it's up a whopping 53% so far in 2023, and a company turnaround is already happening.Wayfair sales skyrocketed at the beginning of the pandemic. Shoppers focusing on home improvement while stuck indoors scooped up Wayfair's trendy and moderately priced furniture and home products, and the company posted a profit for the first time.However, that changed drastically in the aftermath. Sales plunged, and net loss is back where it was before.W Revenue (Quarterly) data by YChartsHowever, the company's model is still intact, and the long-term opportunity looks compelling. It operates under several banners, such as Wayfair and Perigold, that range from midprice through luxury, giving it exposure to a large part of the population. It works through a dropship model, which means that it provides a platform for third-party sellers to feature their products.For the most part, it does not need to hold inventory, and it only \"buys\" products when it records its own sale. However, many of its suppliers use Wayfair's delivery systems, giving it more control over the process. That should ultimately provide it with a way to become very profitable, although it took two steps back last year.However, the steps it is taking to build relationships are bearing fruit. Despite the decline in customer count and revenue, active customers continue to engage. In the 2022 third quarter, average order value increased from $285 in 2021 to $325, and revenue per active customer increased 13% to $547 for the trailing 12 months.In January, investors enthusiastically greeted the news that Wayfair would be cutting 10% of its workforce. That was an addition to a cost-reduction plan launched in August to save $1.4 billion annually and break even in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in 2023.Wayfair stock trades at the incredibly low price-to-sales ratio of 0.4. Risk-averse investors may want to wait on Wayfair right now, but the likelihood of a comeback looks strong, and the long-term opportunity is exciting.Deckers Outdoor stock: 29% upsideJeremy Bowman (Deckers): Deckers, the diversified footwear company, may be best known for Uggs, the sheepskin boots that were all the rage a decade ago, but lately there's another shoe that's been driving the company's performance: its Hoka running sneakers.The success of Hoka has helped make Deckers a big winner on the market over the last year during a tough period for consumer discretionary stocks, as shares of the footwear maker have nearly doubled from their lows last spring.In its most recent earnings report, sales of Hokas nearly doubled, jumping 90.8% to $352.1 million, which could portend further growth for the running shoe. Hoka still trails Ugg as the company's biggest brand, but that could change if the current momentum continues, and Wall Street seems to be taking notice.UBS analyst Jay Sole raised his price target on the stock from $530 to $540 following the company's recent earnings report, calling Hoka \"one of the fastest-growing footwear brands in the world.\" Sole suggested that the stock was undervalued, given its ability to gain market share during a difficult macro environment.Sole's price target implies a 29% upside in the stock, and given Deckers' momentum since the spring, the stock seems like a good bet to get there, especially given the buzz around Hoka, which is penetrating a large addressable market in running and casual/comfort sneakers.The company just reported its fiscal third quarter and raised its guidance for the fiscal year to call for 11% to 12% revenue growth. If it can maintain that momentum into fiscal 2024, the stock should continue to be a winner.Warner Bros. Discovery stock: 40% upsideJohn Ballard (Warner Bros. Discovery): Streaming has come a long way over the last decade, but top media companies still have a lot of work to do to catch Netflix.One stock to keep an eye on is Warner Bros. Discovery. This top media stock fell hard last year with the broader market, but investors shouldn't discount the growth potential of the iconic film studio. Bank of America analyst Jessica Reif has a buy rating on the stock with a $21 price target, representing 40% upside from the current share price.The company has an attractive collection of media properties that the market is underestimating at these low share prices. The company was created from the merger of AT&T's WarnerMedia and Discovery in April 2022, which brought together several top cable networks, in addition to HBO and Warner Bros. Pictures, all under one corporate roof.The stock is down mostly due to uncertainty around the near-term advertising market, as well as the slowing growth in streaming coming out of the pandemic. These headwinds have weighed heavily on the company's revenue growth, which fell 5% year over year on an adjusted basis in the third quarter.Management is implementing a plan to realize at least $3.5 billion in synergies beyond 2024. This should significantly improve earnings and free cash flow. This is why Bank of America calls Warner Bros. the \"best value in media.\"The direct-to-consumer business added 2.8 million subscribers last quarter, bringing the total to nearly 95 million. There's growing demand for streaming, and Warner Bros. has the content to create long-term value for shareholders.With the stock currently trading around 12 times management's 2022 free cash flow guidance, investors are getting a steal.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957915874,"gmtCreate":1676887369398,"gmtModify":1676887372513,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957915874","repostId":"2312725452","repostType":4,"repost":{"id":"2312725452","pubTimestamp":1676877144,"share":"https://www.laohu8.com/m/news/2312725452?lang=&edition=full","pubTime":"2023-02-20 15:12","market":"us","language":"en","title":"Better Buy: Amazon vs. Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=2312725452","media":"Motley Fool","summary":"These two giants operate different businesses, but they both have varied revenue streams, make tons of money, and have enormous future opportunities.","content":"<html><head></head><body><p><b>Amazon</b> and <b>Walt Disney</b> are two of the most hotly debated stocks on the market today. They operate in different industries, but they&#39;re both huge entities with varied businesses that are chock-full of moving parts. Are they both on the &#34;winners keep winning&#34; team? Is there anything that makes one of them a better buy than the other today?</p><p>There&#39;s a lot to analyze here, so let&#39;s roll up our sleeves and get to work.</p><h2>Amazon is muddling through tough conditions</h2><p>Both Amazon and Disney have enjoyed fabulous growth over many decades, benefiting immensely under favorable market conditions. They both stand out in that way, having leveraged a positive economic climate to grow their businesses and leave rivals in the dust.</p><p>Amazon got a big boost at the beginning of the pandemic, when all of its units flourished. Now, it&#39;s struggling to match those incredible numbers, winding down infrastructure it quickly built up to meet soaring demand and managing through increased costs.</p><p>In the 2022 fourth quarter, revenue increased 9% over the prior year, which beat internal guidance. But the past few quarters have seen a huge slowdown, and even Amazon Web Services (AWS), which has been a reliable generator of high growth, has been decelerating. Q4 AWS sales increased 20% over the prior year, whereas up until now year-over-year sales have increased 30%.</p><p>In 2022, Amazon also posted its first annual net loss since 2014. Much of that was due to its investment in <b>Rivian Automotive</b>, but even backing that out and looking at operating income, that fell from $24.9 billion last year to $12.2 billion in 2022.</p><h2>Disney is getting back on its feet</h2><p>Disney, on the other hand, was severely impacted at the beginning of the pandemic because it had to close down all of its parks and in-person experiences, which at the time comprised its biggest segment. Revenue literally came down to $0 for some time from certain activities. However, it was somewhat offset by the newly launched Disney+ streaming service, which demonstrated incredible growth.</p><p>Now parks have reopened to a fantastic reception, and management has been able to raise prices because demand is so strong. At the same time, streaming growth has slowed, and subscriptions actually declined year over year in the first quarter of fiscal 2023 (ended Dec. 31). Revenue increased a tepid 8% over last year in the first quarter.</p><p>Losses at Disney+ have been making investors nervous, and already at the end of the fourth quarter management had said it would begin slowing spending. The increase in streaming losses in the first quarter was narrower than in the previous quarter, but there&#39;s still a lot of work to do there. Management reiterated that it expects Disney+ to be profitable by the end of 2024.</p><p>Still, Disney&#39;s overall operating margin is a lot better than Amazon&#39;s, both in the current environment and even more so when the economy is doing well.</p><p><img src=\"https://static.tigerbbs.com/795cd0a435a5e23a42ff85e420ca2a11\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN Operating Margin (Quarterly) data by YCharts</p><p>Amazon had a very smooth CEO transition last year when Jeff Bezos handed over the reins to Andy Jassy, but Disney has experienced a dramatic CEO change as the board removed Bob Chapek and reinstated Bob Iger. He has already made sweeping changes, and the market is receiving his return very favorably. However, there&#39;s some built-in volatility because he&#39;s only back in the driver&#39;s seat for a two-year run.</p><h2>Tremendous future opportunities</h2><p>Despite the current pressure, both of these companies are well-seasoned in how to grow profitably, and they both have plenty of new products and services to keep their cash registers ringing.</p><p>Amazon is launching an entirely new healthcare platform after acquiring One Medical last year, and its ad business continues to grow nicely. Amazon Prime continues to generate healthy sales and gain new members. The company is also making headway with its just-walk-out, cashierless technology, which it&#39;s using successfully in its own physical stores and is also licensing out to clients. There doesn&#39;t seem to be any industry that&#39;s off limits to management&#39;s thinking.</p><p>Meanwhile, Disney is pumping out new content, both on its streaming platforms and in theaters. <i>Avatar: The Way of Water </i>was released in December and has already worked its way up to become the fourth-highest-grossing film in history.</p><p>Marvel has been a huge asset since Disney acquired it in 2009, under Iger&#39;s direction, and accounted for three of the top 10 highest-grossing films of 2022. Marvel has three movies scheduled for release in 2023 and a film slate straight through 2026 in addition to streaming content.</p><p>Iger mentioned that Disney&#39;s studios are also working on new sequels to <i>Toy Story</i>, <i>Frozen</i>, and <i>Zootopia</i>, and these kinds of franchises give Disney almost endless opportunities to expand sales.</p><h2>Where does valuation fit in?</h2><p>Amazon stock trades at a price-to-sales (P/S) ratio of 1.9, while Disney stock trades at 2.3 times sales. Both of these are low valuations for companies that have strong potential.</p><p><img src=\"https://static.tigerbbs.com/33b98db9faed98bd6c18ba741d6d9765\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>AMZN PS Ratio data by YCharts</p><p>Something I would note about this chart is that both P/S ratios have been moving in tandem over the past year, even though they weren&#39;t in previous years. When investors are more cautious, they tend to price stocks more firmly in line with current performance. Both of these stocks look cheap today when compared with both historical trends as well as potential.</p><h2>Which stock is the better buy?</h2><p>The contest looks pretty close here. Both companies are industry leaders with long-term potential that are experiencing pressure in the current climate. They demonstrated almost the same amount of revenue growth in the most recent quarter, although for Disney it topped $23 billion and for Amazon it topped $149 billion.</p><p>If I had to choose one, I would say Amazon is more of a sure thing because of its steady Prime and AWS businesses, and its ability to dominate different industries. But if you&#39;re looking to add a long-term winner to your portfolio, either of these will do. I frequently recommend them both.</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>Better Buy: Amazon vs. Disney</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\">\nBetter Buy: Amazon vs. Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 15:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon and Walt Disney are two of the most hotly debated stocks on the market today. They operate in different industries, but they're both huge entities with varied businesses that are chock-full of ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2023/02/17/better-buy-amazon-vs-disney/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312725452","content_text":"Amazon and Walt Disney are two of the most hotly debated stocks on the market today. They operate in different industries, but they're both huge entities with varied businesses that are chock-full of moving parts. Are they both on the \"winners keep winning\" team? Is there anything that makes one of them a better buy than the other today?There's a lot to analyze here, so let's roll up our sleeves and get to work.Amazon is muddling through tough conditionsBoth Amazon and Disney have enjoyed fabulous growth over many decades, benefiting immensely under favorable market conditions. They both stand out in that way, having leveraged a positive economic climate to grow their businesses and leave rivals in the dust.Amazon got a big boost at the beginning of the pandemic, when all of its units flourished. Now, it's struggling to match those incredible numbers, winding down infrastructure it quickly built up to meet soaring demand and managing through increased costs.In the 2022 fourth quarter, revenue increased 9% over the prior year, which beat internal guidance. But the past few quarters have seen a huge slowdown, and even Amazon Web Services (AWS), which has been a reliable generator of high growth, has been decelerating. Q4 AWS sales increased 20% over the prior year, whereas up until now year-over-year sales have increased 30%.In 2022, Amazon also posted its first annual net loss since 2014. Much of that was due to its investment in Rivian Automotive, but even backing that out and looking at operating income, that fell from $24.9 billion last year to $12.2 billion in 2022.Disney is getting back on its feetDisney, on the other hand, was severely impacted at the beginning of the pandemic because it had to close down all of its parks and in-person experiences, which at the time comprised its biggest segment. Revenue literally came down to $0 for some time from certain activities. However, it was somewhat offset by the newly launched Disney+ streaming service, which demonstrated incredible growth.Now parks have reopened to a fantastic reception, and management has been able to raise prices because demand is so strong. At the same time, streaming growth has slowed, and subscriptions actually declined year over year in the first quarter of fiscal 2023 (ended Dec. 31). Revenue increased a tepid 8% over last year in the first quarter.Losses at Disney+ have been making investors nervous, and already at the end of the fourth quarter management had said it would begin slowing spending. The increase in streaming losses in the first quarter was narrower than in the previous quarter, but there's still a lot of work to do there. Management reiterated that it expects Disney+ to be profitable by the end of 2024.Still, Disney's overall operating margin is a lot better than Amazon's, both in the current environment and even more so when the economy is doing well.AMZN Operating Margin (Quarterly) data by YChartsAmazon had a very smooth CEO transition last year when Jeff Bezos handed over the reins to Andy Jassy, but Disney has experienced a dramatic CEO change as the board removed Bob Chapek and reinstated Bob Iger. He has already made sweeping changes, and the market is receiving his return very favorably. However, there's some built-in volatility because he's only back in the driver's seat for a two-year run.Tremendous future opportunitiesDespite the current pressure, both of these companies are well-seasoned in how to grow profitably, and they both have plenty of new products and services to keep their cash registers ringing.Amazon is launching an entirely new healthcare platform after acquiring One Medical last year, and its ad business continues to grow nicely. Amazon Prime continues to generate healthy sales and gain new members. The company is also making headway with its just-walk-out, cashierless technology, which it's using successfully in its own physical stores and is also licensing out to clients. There doesn't seem to be any industry that's off limits to management's thinking.Meanwhile, Disney is pumping out new content, both on its streaming platforms and in theaters. Avatar: The Way of Water was released in December and has already worked its way up to become the fourth-highest-grossing film in history.Marvel has been a huge asset since Disney acquired it in 2009, under Iger's direction, and accounted for three of the top 10 highest-grossing films of 2022. Marvel has three movies scheduled for release in 2023 and a film slate straight through 2026 in addition to streaming content.Iger mentioned that Disney's studios are also working on new sequels to Toy Story, Frozen, and Zootopia, and these kinds of franchises give Disney almost endless opportunities to expand sales.Where does valuation fit in?Amazon stock trades at a price-to-sales (P/S) ratio of 1.9, while Disney stock trades at 2.3 times sales. Both of these are low valuations for companies that have strong potential.AMZN PS Ratio data by YChartsSomething I would note about this chart is that both P/S ratios have been moving in tandem over the past year, even though they weren't in previous years. When investors are more cautious, they tend to price stocks more firmly in line with current performance. Both of these stocks look cheap today when compared with both historical trends as well as potential.Which stock is the better buy?The contest looks pretty close here. Both companies are industry leaders with long-term potential that are experiencing pressure in the current climate. They demonstrated almost the same amount of revenue growth in the most recent quarter, although for Disney it topped $23 billion and for Amazon it topped $149 billion.If I had to choose one, I would say Amazon is more of a sure thing because of its steady Prime and AWS businesses, and its ability to dominate different industries. But if you're looking to add a long-term winner to your portfolio, either of these will do. I frequently recommend them both.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957032947,"gmtCreate":1676731755990,"gmtModify":1676731760014,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Great]&nbsp;","listText":"[Great]&nbsp;","text":"[Great]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957032947","repostId":"2312265717","repostType":2,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955534493,"gmtCreate":1675525410312,"gmtModify":1676539007110,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955534493","repostId":"2308831608","repostType":2,"repost":{"id":"2308831608","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675413525,"share":"https://www.laohu8.com/m/news/2308831608?lang=&edition=full","pubTime":"2023-02-03 16:38","market":"hk","language":"en","title":"Baidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2308831608","media":"Dow Jones","summary":"Talk about buying the rumor. Baidu, China's leading internet search provider, let it be known on Jan","content":"<html><head></head><body><p>Talk about buying the rumor. <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, China&#39;s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.</p><p>Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren&#39;t really worth much, at least in their current form.</p><p>The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Tencent Holdings (700.Hong Kong), Alibaba Group Holding <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> -- may just be waiting to learn from the first movers&#39; mistakes. &#34;There&#39;s a question how commoditized this technology will be,&#34; he says. &#34;All the theoretical breakthroughs are in the public domain.&#34;</p><p>The value for Baidu could lie elsewhere: cementing its de facto status as China&#39;s AI champion. The company&#39;s growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.</p><p>The company&#39;s &#34;robotaxi&#34; fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. &#34;The market undervalues some of the growth from these new areas,&#34; says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.</p><p>Baidu&#39;s slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. &#34;Baidu has been under less regulatory pressure,&#34; says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.</p><p>Baidu is working with government on a &#34;smart crossroads&#34; initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. &#34;Baidu is showing its ability to take part in the build-out of national infrastructure,&#34; he says.</p><p>China&#39;s near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington&#39;s clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn&#39;t working too well so far.</p><p>Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.</p><p>That could be Chinese companies&#39; secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. &#34;China having more data points and less data privacy makes the AI race a lot more even,&#34; he says.</p><p>That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday&#39;s sensations -- search, social media, e-commerce -- lose some luster.</p><p>That&#39;s good news for &#34;tech enablers&#34; like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. &#34;The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>],&#34; she says.</p><p>Hype can be its own reward too, for a while, Hsu adds. &#34;I don&#39;t quite see the fundamental relevance of all this,&#34; he says. &#34;But sentiment will keep steering capital to anything that can claim a connection to China&#39;s version of ChatGPT.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns</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\">\nBaidu Plans a ChatGPT Rival. The Chinese Internet Giant's Stock Could Reap the Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-03 16:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Talk about buying the rumor. <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, China&#39;s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.</p><p>Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren&#39;t really worth much, at least in their current form.</p><p>The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, Tencent Holdings (700.Hong Kong), Alibaba Group Holding <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> -- may just be waiting to learn from the first movers&#39; mistakes. &#34;There&#39;s a question how commoditized this technology will be,&#34; he says. &#34;All the theoretical breakthroughs are in the public domain.&#34;</p><p>The value for Baidu could lie elsewhere: cementing its de facto status as China&#39;s AI champion. The company&#39;s growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.</p><p>The company&#39;s &#34;robotaxi&#34; fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. &#34;The market undervalues some of the growth from these new areas,&#34; says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.</p><p>Baidu&#39;s slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. &#34;Baidu has been under less regulatory pressure,&#34; says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.</p><p>Baidu is working with government on a &#34;smart crossroads&#34; initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. &#34;Baidu is showing its ability to take part in the build-out of national infrastructure,&#34; he says.</p><p>China&#39;s near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington&#39;s clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn&#39;t working too well so far.</p><p>Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.</p><p>That could be Chinese companies&#39; secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. &#34;China having more data points and less data privacy makes the AI race a lot more even,&#34; he says.</p><p>That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday&#39;s sensations -- search, social media, e-commerce -- lose some luster.</p><p>That&#39;s good news for &#34;tech enablers&#34; like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. &#34;The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing <a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>],&#34; she says.</p><p>Hype can be its own reward too, for a while, Hsu adds. &#34;I don&#39;t quite see the fundamental relevance of all this,&#34; he says. &#34;But sentiment will keep steering capital to anything that can claim a connection to China&#39;s version of ChatGPT.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308831608","content_text":"Talk about buying the rumor. Baidu, China's leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT system that has seized global imaginations.Its U.S.-listed shares (ticker: BIDU) are up 9%. Markets acting rationally? Maybe. Baidu copycatting ChatGPT within months, assuming it delivers as promised in March, may paradoxically indicate that chatbots aren't really worth much, at least in their current form.The technology will be hard to build a moat around, says Matthew Sheehan, a Carnegie Endowment for International Peace fellow who focuses on AI. Other players on both side of the Pacific -- Alphabet $(GOOGL)$, Tencent Holdings (700.Hong Kong), Alibaba Group Holding $(BABA)$ -- may just be waiting to learn from the first movers' mistakes. \"There's a question how commoditized this technology will be,\" he says. \"All the theoretical breakthroughs are in the public domain.\"The value for Baidu could lie elsewhere: cementing its de facto status as China's AI champion. The company's growth from search-driven advertising peaked some time ago. Shares are down 40% over the past five years. That pushed Baidu into sustained investments in AI, notably autonomous driving technology.The company's \"robotaxi\" fleet should double this year to 2,000, while an electric-vehicle joint venture with Geely Automobile Holdings (175. Hong Kong) gathers momentum. \"The market undervalues some of the growth from these new areas,\" says Sharukh Malik, a portfolio manager for Asian equities at Guinness Asset Management.Baidu's slower growth shielded it somewhat from the regulatory storm that broke over Alibaba, Tencent, and others during the past two years. \"Baidu has been under less regulatory pressure,\" says Vivian Lin Thurston, an emerging markets portfolio manager at William Blair.Baidu is working with government on a \"smart crossroads\" initiative, Malik adds, deploying its AI systems to adjust traffic lights according to traffic flows. \"Baidu is showing its ability to take part in the build-out of national infrastructure,\" he says.China's near-immediate answer to ChatGPT -- again, if Baidu fulfills its promise -- also sends a message to the U.S. If Washington's clampdown on semiconductor exports is meant to keep China from advanced applications like AI, it isn't working too well so far.Baidu is using chips from its own Kunlun subsidiary. Sitting on data from one billion or so users, with fewer pesky privacy restrictions, can be as important as hardware for AI development.That could be Chinese companies' secret sauce, says Jason Hsu, chief investment officer at Rayliant Global Advisors. \"China having more data points and less data privacy makes the AI race a lot more even,\" he says.That race looks to be on in earnest and in public now, whether the chatbots thrive or flop, The drive for AI is rekindling animal spirits among techies, and their investors, as yesterday's sensations -- search, social media, e-commerce -- lose some luster.That's good news for \"tech enablers\" like out-of-fashion chip manufacturers, says Pruksa Iamtongthong, senior investment director at asset manager abrdn. \"The intuitive winner here is a company like TSMC [ Taiwan Semiconductor Manufacturing $(TSM)$],\" she says.Hype can be its own reward too, for a while, Hsu adds. \"I don't quite see the fundamental relevance of all this,\" he says. \"But sentiment will keep steering capital to anything that can claim a connection to China's version of ChatGPT.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959164318,"gmtCreate":1672931902934,"gmtModify":1676538759588,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Will drop again","listText":"Will drop again","text":"Will drop again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959164318","repostId":"2300426552","repostType":2,"repost":{"id":"2300426552","pubTimestamp":1672926751,"share":"https://www.laohu8.com/m/news/2300426552?lang=&edition=full","pubTime":"2023-01-05 21:52","market":"us","language":"en","title":"Down 30%, Apple Stock Is Still Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2300426552","media":"Motley Fool","summary":"Are Apple's pandemic-era profits sustainable? That's the 2-trillion-dollar question.","content":"<html><head></head><body><p><b>Apple</b> stock didn&#39;t start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.</p><p>Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company&#39;s market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.</p><h2>Pandemic tailwinds are gone</h2><p>While it wasn&#39;t clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.</p><p>Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.</p><p>Demand for Apple&#39;s products may hold up better than the broader markets in which they compete, given the company&#39;s strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple&#39;s products.</p><p>If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple&#39;s results. The company does have the benefit of a large and growing services segment, but it&#39;s unclear how much profit products like Apple TV+ contribute.</p><p>With Apple stock slumping over the past year, the stock market seems to be betting that the company&#39;s pandemic-era growth is going to stall out or reverse.</p><h2>Not as cheap as it looks</h2><p>If you take Apple&#39;s net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn&#39;t seem unreasonable given Apple&#39;s dominant market share and incredible profit margins.</p><p>But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there&#39;s going to be some sort of reckoning in 2023.</p><p>Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple&#39;s revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company&#39;s results will hold up.</p><p>If you assume Apple&#39;s net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.</p><p>It&#39;s not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock&#39;s decline could be getting started.</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>Down 30%, Apple Stock Is Still Risky</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\">\nDown 30%, Apple Stock Is Still Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300426552","content_text":"Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company's market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.Pandemic tailwinds are goneWhile it wasn't clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.Demand for Apple's products may hold up better than the broader markets in which they compete, given the company's strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple's products.If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple's results. The company does have the benefit of a large and growing services segment, but it's unclear how much profit products like Apple TV+ contribute.With Apple stock slumping over the past year, the stock market seems to be betting that the company's pandemic-era growth is going to stall out or reverse.Not as cheap as it looksIf you take Apple's net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn't seem unreasonable given Apple's dominant market share and incredible profit margins.But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there's going to be some sort of reckoning in 2023.Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple's revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company's results will hold up.If you assume Apple's net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.It's not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock's decline could be getting started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988836789,"gmtCreate":1666713832641,"gmtModify":1676537794613,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Very disappointed in Baba","listText":"Very disappointed in Baba","text":"Very disappointed in Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988836789","repostId":"1160702607","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914960576,"gmtCreate":1665158035295,"gmtModify":1676537566294,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914960576","repostId":"1182881749","repostType":2,"repost":{"id":"1182881749","pubTimestamp":1665128643,"share":"https://www.laohu8.com/m/news/1182881749?lang=&edition=full","pubTime":"2022-10-07 15:44","market":"us","language":"en","title":"Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182881749","media":"Seeking Alpha","summary":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revi","content":"<html><head></head><body><h2>Summary</h2><ul><li>In January I presented target P/E ratios for the S&amp;P 500 and ETFs that track it. Here we revisit them.</li><li>We find a wide disparity in analysts&#39; consensus predictions for S&amp;P 500&#39;s 2022 earnings. We examine three different ones and see how they change the current P/E ratio.</li><li>But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc9f9716a977d9f459b00d0a88a36f1\" tg-width=\"1080\" tg-height=\"721\" width=\"100%\" height=\"auto\"/><span>Sohel_Parvez_Haque/iStock via Getty Images</span></p><p>Back in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&amp;P 500 ETF (VOO), which tracks the S&amp;P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.</p><p>To do this I looked at what the historical P/E ratio of the S&amp;P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.</p><p>These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:</p><p><img src=\"https://static.tigerbbs.com/330f3e8db73f5aa179f1eb0a94a7ab29\" tg-width=\"915\" tg-height=\"348\" width=\"100%\" height=\"auto\"/></p><p>At the time I wrote that article, the price of the S&amp;P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.</p><p>As we all know, the S&amp;P 500 declined another 15% since that time. Now the S&amp;P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&amp;P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.</p><h3>S&amp;P 500 ETFs - 1 Month Total Return</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce00523a4d26817ea9bdd02fc6a2f3e1\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>So, with the third quarter now over, I thought this would be a good time to take another look at the S&amp;P 500&#39;s current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&amp;P 500 ETFs.</p><h2>Fastgraphs No Longer Reports S&amp;P 500 Data</h2><p>Since I wrote that January article, Fastgraphs is no longer reporting data for the S&amp;P 500, due, I was told, to the exorbitant price S&amp;P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&amp;P 500 to be used for analyses based on it.</p><p>Taking an average of the daily closing price of SPY and the S&amp;P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY&#39;s price does track the S&amp;P 500 very closely. You can convert an S&amp;P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:</p><p><b>SPY Price = S&amp;P 500 Price *.09949</b></p><p>You can calculate an S&amp;P 500 Price using the inverse formula:</p><p><b>S&amp;P 500 Price = SPY Price/.09949</b></p><p>I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&amp;P 500. It won&#39;t be exact, but it should be close enough, especially given how inexact the estimates are for any stock&#39;s future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.</p><p>Calculating Today&#39;s P/E Based on Fastgraph&#39;s Forward Earnings Estimate</p><p>Fastgraphs currently reports analysts&#39; estimates for the S&amp;P 500&#39;s 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.</p><p>Here is how SPY&#39;s Price looks as I write on 10/4/2022</p><p><b>SPY Valuation with Estimated VOO and S&amp;P 500 Prices 10/4/2022</b></p><p><img src=\"https://static.tigerbbs.com/a70acb74ae953c5f7b1185360fb5e82b\" tg-width=\"869\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>Since I personally use VOO to invest in the S&amp;P 500, I use the conversion factor I had come up with in my previous article to convert the S&amp;P 500 price to a close approximation of VOO&#39;s price. That conversion formula is:</p><p><b>VOO Price = S&amp;P 500 Price * .0916</b></p><p>Based on the analysts&#39; estimates that SPY&#39;s earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&amp;P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:</p><p><b>Estimated Fair Value P/E Ratios Under Different Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/9ae38180088c0fca6d2733109237b4b5\" tg-width=\"914\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p><p>As you can see, using these analysts&#39; earnings estimates, the S&amp;P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&amp;P 500 over the entire period from January 2003 to January of 2022, which was 17.68.</p><p>SPY and by extension the S&amp;P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.</p><p>So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&amp;P 500 ETF (IVV) that tracks the S&amp;P 500. The valuation is far better than it has been since most of the period since 2013.</p><p><b>SPY Price and Earnings 2002 until Now</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fb6dda1a8cb0c9f27f84d54404e79e\" tg-width=\"640\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>(fastgraphs.com)</span></p><h2>But Are These Forward Earnings Estimates Too Rosy?</h2><p>The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&amp;P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.</p><p><b>Current Analyst Forecasts for SPY Earnings from Fastgraphs</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2d4b0bcd3ddff1cc01565dc56171380\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"/><span>fastgraphs.com</span></p><p>I found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&amp;P 500, the YRI S&amp;P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni&#39;s estimates along with the &#34;Analysts&#39; Consensus.&#34;</p><h2>Yardeni&#39;s Data Is Up-To-Date</h2><p>The report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts&#39; forecasts as reported in this most recent YRI S&amp;P 500 Forecast report.</p><p><b>Estimated 2022 S&amp;P 500 Earnings</b></p><p><img src=\"https://static.tigerbbs.com/0645366d7509d4c9316c56e516a798b0\" tg-width=\"911\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><p>Yardeni&#39;s report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.</p><p>As you can see, the Analysts&#39; Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni&#39;s own S&amp;P 500 growth forecast is only half of that, at 3.10%.</p><p>Plugging in the Analysts&#39; Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&amp;P 500&#39;s price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.</p><p><b>Current P/E Ratio Based on Yardeni-Reported Analysts&#39; Consensus</b></p><p><img src=\"https://static.tigerbbs.com/a136500fc44026d74e7702fb7552ab81\" tg-width=\"908\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p>The 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.</p><p>But recall that Yardeni&#39;s own estimate of S&amp;P 500 earnings growth is about half that of the analysts&#39; he cites. If we use the Yardeni estimate and the S&amp;P 500 level right now, we get this result.</p><p><b>Current P/E Ratio Based on Yardeni Research Estimate</b></p><p><img src=\"https://static.tigerbbs.com/045676def8729234e948699487e5caa1\" tg-width=\"835\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><h2>More Modest Earnings Estimates Push Up the P/E Significantly</h2><p>As you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.</p><p>This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts&#39; estimates change and the consensus estimates from one data provider can be very different from that of another.</p><p>Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don&#39;t reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.</p><h2>Takeaways for Valuation-Guided Investors</h2><p>Keep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&amp;P 500 could surge.</p><p>Ignore any reporting that focuses on whether or not earnings beat &#34;beat analysts&#39; consensus.&#34; What is important is whether earnings are rising Year over Year for the quarter, and how analysts&#39; full year estimates change after a significant number of S&amp;P 500 companies have reported those quarterly earnings.</p><p>Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.</p><h2>How Useful are Any Valuations Derived from The Past 20 Years?</h2><p>Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.</p><p>We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.</p><p><b>Year End P/E ratios of the S&amp;P 500 from 1970 to 1981</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f3a7c5e745254a154c781c1b81bcdc6\" tg-width=\"521\" tg-height=\"723\" width=\"100%\" height=\"auto\"/><span>Source: www.multpl.com</span></p><p>Inflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&amp;P 500 that would yield a P/E of 8.0 would be somewhere around 1800.</p><p>No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&amp;P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don&#39;t try to call a bottom or let FOMO get you investing money that the price of the S&amp;P 500 was to drop precipitously would leave you without money you would need to spend.</p><p>Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&amp;P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.</p><p>If earnings crash and the S&amp;P 500&#39;s earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&amp;P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.</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>Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHave The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182881749","content_text":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We examine three different ones and see how they change the current P/E ratio.But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.Sohel_Parvez_Haque/iStock via Getty ImagesBack in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&P 500 ETF (VOO), which tracks the S&P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.To do this I looked at what the historical P/E ratio of the S&P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:At the time I wrote that article, the price of the S&P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.As we all know, the S&P 500 declined another 15% since that time. Now the S&P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.S&P 500 ETFs - 1 Month Total ReturnSeeking AlphaSo, with the third quarter now over, I thought this would be a good time to take another look at the S&P 500's current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&P 500 ETFs.Fastgraphs No Longer Reports S&P 500 DataSince I wrote that January article, Fastgraphs is no longer reporting data for the S&P 500, due, I was told, to the exorbitant price S&P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&P 500 to be used for analyses based on it.Taking an average of the daily closing price of SPY and the S&P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY's price does track the S&P 500 very closely. You can convert an S&P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:SPY Price = S&P 500 Price *.09949You can calculate an S&P 500 Price using the inverse formula:S&P 500 Price = SPY Price/.09949I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&P 500. It won't be exact, but it should be close enough, especially given how inexact the estimates are for any stock's future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.Calculating Today's P/E Based on Fastgraph's Forward Earnings EstimateFastgraphs currently reports analysts' estimates for the S&P 500's 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.Here is how SPY's Price looks as I write on 10/4/2022SPY Valuation with Estimated VOO and S&P 500 Prices 10/4/2022Since I personally use VOO to invest in the S&P 500, I use the conversion factor I had come up with in my previous article to convert the S&P 500 price to a close approximation of VOO's price. That conversion formula is:VOO Price = S&P 500 Price * .0916Based on the analysts' estimates that SPY's earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:Estimated Fair Value P/E Ratios Under Different ScenariosAs you can see, using these analysts' earnings estimates, the S&P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&P 500 over the entire period from January 2003 to January of 2022, which was 17.68.SPY and by extension the S&P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&P 500 ETF (IVV) that tracks the S&P 500. The valuation is far better than it has been since most of the period since 2013.SPY Price and Earnings 2002 until Now(fastgraphs.com)But Are These Forward Earnings Estimates Too Rosy?The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.Current Analyst Forecasts for SPY Earnings from Fastgraphsfastgraphs.comI found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&P 500, the YRI S&P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni's estimates along with the \"Analysts' Consensus.\"Yardeni's Data Is Up-To-DateThe report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts' forecasts as reported in this most recent YRI S&P 500 Forecast report.Estimated 2022 S&P 500 EarningsYardeni's report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.As you can see, the Analysts' Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni's own S&P 500 growth forecast is only half of that, at 3.10%.Plugging in the Analysts' Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&P 500's price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.Current P/E Ratio Based on Yardeni-Reported Analysts' ConsensusThe 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.But recall that Yardeni's own estimate of S&P 500 earnings growth is about half that of the analysts' he cites. If we use the Yardeni estimate and the S&P 500 level right now, we get this result.Current P/E Ratio Based on Yardeni Research EstimateMore Modest Earnings Estimates Push Up the P/E SignificantlyAs you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts' estimates change and the consensus estimates from one data provider can be very different from that of another.Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don't reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.Takeaways for Valuation-Guided InvestorsKeep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&P 500 could surge.Ignore any reporting that focuses on whether or not earnings beat \"beat analysts' consensus.\" What is important is whether earnings are rising Year over Year for the quarter, and how analysts' full year estimates change after a significant number of S&P 500 companies have reported those quarterly earnings.Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.How Useful are Any Valuations Derived from The Past 20 Years?Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.Year End P/E ratios of the S&P 500 from 1970 to 1981Source: www.multpl.comInflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&P 500 that would yield a P/E of 8.0 would be somewhere around 1800.No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don't try to call a bottom or let FOMO get you investing money that the price of the S&P 500 was to drop precipitously would leave you without money you would need to spend.Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.If earnings crash and the S&P 500's earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919419911,"gmtCreate":1663840746133,"gmtModify":1676537347614,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]","listText":"[Cry]","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919419911","repostId":"9919402790","repostType":1,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935844267,"gmtCreate":1663074429960,"gmtModify":1676537196875,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935844267","repostId":"2265996520","repostType":2,"repost":{"id":"2265996520","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1662474280,"share":"https://www.laohu8.com/m/news/2265996520?lang=&edition=full","pubTime":"2022-09-06 22:24","market":"hk","language":"en","title":"Baidu AI Cloud Releases New Generation Cloud Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2265996520","media":"Pandaily","summary":"\nBaidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the \"Integration of Cloud and Intelligence, Deepening the Industry\" and \"Integration of Cloud and Intelligence 3.0\".\n","content":"<html><body><div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.</p>\n<p>Dou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “</p>\n<p>In the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&amp;D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.</p>\n<figure><img height=\"1040\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg\" srcset=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg 2000w, https://assets.pandaily.com/uploads/2022/09/2-14-150x78.jpg 150w, https://assets.pandaily.com/uploads/2022/09/2-14-1536x799.jpg 1536w\" width=\"2000\"/><figcaption>(Source: Baidu)</figcaption></figure>\n<p>With the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.</p>\n<p><strong>SEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3</strong></p>\n<p>At the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.</p>\n<p> At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.</p> </div></body></html>","source":"pandaily_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu AI Cloud Releases New Generation Cloud Strategy</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\">\nBaidu AI Cloud Releases New Generation Cloud Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2022-09-06 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.</p>\n<p>Dou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “</p>\n<p>In the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&amp;D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.</p>\n<figure><img height=\"1040\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg\" srcset=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg 2000w, https://assets.pandaily.com/uploads/2022/09/2-14-150x78.jpg 150w, https://assets.pandaily.com/uploads/2022/09/2-14-1536x799.jpg 1536w\" width=\"2000\"/><figcaption>(Source: Baidu)</figcaption></figure>\n<p>With the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.</p>\n<p><strong>SEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3</strong></p>\n<p>At the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.</p>\n<p> At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.</p> </div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.pandaily.com/uploads/2022/09/1-13.jpg","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4017":"黄金","BK4528":"SaaS概念","BK4023":"应用软件","BK1575":"同股不同权","BK4570":"地缘局势概念股","BK4531":"中概回港概念","QNETCN":"纳斯达克中美互联网老虎指数","NGD":"New Gold","BK1588":"回港中概股","BK4535":"淡马锡持仓","AI":"C3.ai, Inc.","BK4543":"AI","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4579":"人工智能","BK1587":"次新股","BK4552":"Archegos爆仓风波概念","09888":"百度集团-SW","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK1095":"互动媒体与服务","BK4504":"桥水持仓","BIDU":"百度"},"source_url":"https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265996520","content_text":"At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.\nDou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “\nIn the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.\n(Source: Baidu)\nWith the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.\nSEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3\nAt the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.\n At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931513246,"gmtCreate":1662478004185,"gmtModify":1676537069769,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Grin]","listText":"[Grin]","text":"[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931513246","repostId":"9931510476","repostType":1,"repost":{"id":9931510476,"gmtCreate":1662477755296,"gmtModify":1676537069711,"author":{"id":"4087903916881130","authorId":"4087903916881130","name":"Seafront","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$</a>Test","listText":"<a href=\"https://ttm.financial/S/AAPL\">$蘋果(AAPL)$</a>Test","text":"$蘋果(AAPL)$Test","images":[{"img":"https://community-static.tradeup.com/news/2ef5ddd21480bae6ca32a80bbfa09155","width":"828","height":"1671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931510476","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933397316,"gmtCreate":1662218315535,"gmtModify":1676537019735,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933397316","repostId":"1118605744","repostType":2,"repost":{"id":"1118605744","pubTimestamp":1662163935,"share":"https://www.laohu8.com/m/news/1118605744?lang=&edition=full","pubTime":"2022-09-03 08:12","market":"us","language":"en","title":"Can Disney and the Cybertruck Transform TSLA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118605744","media":"InvestorPlace","summary":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual foot","content":"<html><head></head><body><ul><li><b>Disney’s</b>new<i>She-Hulk</i> series has mentioned the <b>Tesla</b>(<b><u>TSLA</u></b>) Cybertruck.</li><li>The episode shows no actual footage of the vehicle, though.</li><li>Tesla has not issued any new updates, although the mention has sparked social media interest.</li></ul><p>Fans awaiting news of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new <b>Disney</b>(NYSE:<b><u>DIS</u></b>) series <i>She-Hulk: Attorney at Law</i>. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.</p><p>TSLA stock has been trending downward all day but that is due to broad market forces. The <b>Nasdaq Composite</b> closed down 1% and many EV stocks are also struggling. Both <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) and <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) struggled as the sector struggles against negative market momentum.</p><p>However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.</p><p><b>TSLA Stock in a Post-Cybertruck World</b></p><p>It’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.</p><p>If that preorder rally keeps rising, Tesla could profit even more.</p><p>Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:</p><blockquote>World’s biggest die casting machinepic.twitter.com/MegnFPKQfh</blockquote><blockquote>— Tesla (@Tesla)February 5, 2021</blockquote><p>It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.</p><p><b>What Comes Next</b></p><p>The bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention on<i>She-Hulk</i>proves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.</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>Can Disney and the Cybertruck Transform TSLA Stock?</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 Disney and the Cybertruck Transform TSLA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked ...</p>\n\n<a href=\"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118605744","content_text":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked social media interest.Fans awaiting news of the Tesla(NASDAQ:TSLA) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new Disney(NYSE:DIS) series She-Hulk: Attorney at Law. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.TSLA stock has been trending downward all day but that is due to broad market forces. The Nasdaq Composite closed down 1% and many EV stocks are also struggling. Both Lucid(NASDAQ:LCID) and Rivian(NASDAQ:RIVN) struggled as the sector struggles against negative market momentum.However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.TSLA Stock in a Post-Cybertruck WorldIt’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.If that preorder rally keeps rising, Tesla could profit even more.Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:World’s biggest die casting machinepic.twitter.com/MegnFPKQfh— Tesla (@Tesla)February 5, 2021It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.What Comes NextThe bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention onShe-Hulkproves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9992370678,"gmtCreate":1661268959497,"gmtModify":1676536486439,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Top management of Alibaba should resign.&nbsp; Bad performance share!","listText":"Top management of Alibaba should resign.&nbsp; Bad performance share!","text":"Top management of Alibaba should resign. Bad performance share!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9992370678","repostId":"1197555902","repostType":2,"repost":{"id":"1197555902","pubTimestamp":1661233919,"share":"https://www.laohu8.com/m/news/1197555902?lang=&edition=full","pubTime":"2022-08-23 13:51","market":"us","language":"en","title":"Alibaba: Time To Reinflate The Bubble","url":"https://stock-news.laohu8.com/highlight/detail?id=1197555902","media":"Seeking Alpha","summary":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba has posted encouraging results and is addressing its main problem.</li><li>Risks persist, but Alibaba&#39;s worst enemy can also be its best ally.</li><li>Can the PBOC succeed in reinflating the Alibaba bubble?</li></ul><p><b>Thesis Summary</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.</p><p>However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors&#39; main concerns with the company for years: profitability.</p><p>On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.</p><p>It is time to inflate the BABA bubble once more.</p><p><b>Early Signs of Recovery</b></p><p>In my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.</p><p>Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.</p><p>However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.</p><p><img src=\"https://static.tigerbbs.com/2d0b0d519f251f51c563af60de4e42d8\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"/></p><p>BABA revenues(Investor Presentation)</p><p>As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.</p><p><b>Alibaba is Addressing Its Issues</b></p><p>Growth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.</p><p>That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.</p><p>For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:</p><p><img src=\"https://static.tigerbbs.com/8a2f9efabd4046dfbaed60c577fce103\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/></p><p>BABA cash flow(Investor Presentation)</p><p>On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.</p><p>Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.</p><p>It’s time to start blowing bubbles.</p><p>Alibaba is one of the largest companies in China. It addresses consumers&#39; needs, which is why its growth is tied to the economy&#39;s strength and consumer spending.</p><p>China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:</p><p><img src=\"https://static.tigerbbs.com/35c1af45f504275165723c3ebe3d0b2c\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Housing Market(Bloomberg)</p><p>As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.</p><p>We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.</p><p><img src=\"https://static.tigerbbs.com/97c17b3772b365b45fb190690b8ea518\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>CPI and PPI(National Bureau of Statistics)</p><p>As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.</p><p>With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.</p><p>This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.</p><p>This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.</p><p><b>Valuation</b></p><p>With the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:</p><p><img src=\"https://static.tigerbbs.com/d3adf2cb86992471875e08f7bb5cfe22\" tg-width=\"640\" tg-height=\"203\" referrerpolicy=\"no-referrer\"/></p><p>Consensus EPS(Seeking Alpha)</p><p>Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.</p><p>A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.</p><p><b>Risks</b></p><p>The risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.</p><p>However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.</p><p><b>Takeaway</b></p><p>Alibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.</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: Time To Reinflate The Bubble</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: Time To Reinflate The Bubble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-23 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba ...</p>\n\n<a href=\"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4536190-alibaba-time-to-reinflate-the-bubble?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197555902","content_text":"SummaryAlibaba has posted encouraging results and is addressing its main problem.Risks persist, but Alibaba's worst enemy can also be its best ally.Can the PBOC succeed in reinflating the Alibaba bubble?Thesis SummaryAlibaba Group Holding Limited (NYSE:BABA) is stock investors love to hate. On a fundamental level, the company has always looked like a significant investment. However, fears of delisting and political tensions have prevented the stock from shining. More recently, the genuine threat of COVID lockdowns has damaged growth.However, in the latest quarter, we saw glimmers of hope. Not only did BABA maintain its revenues in hard times, but it is also addressing one of investors' main concerns with the company for years: profitability.On the one hand, we have early signs that BABA’s worst moments may be behind it. And on the other, we have imminent signs that the PBOC is ready to start easing monetary policy again, just as the economy and inflation seem to be slowing down.It is time to inflate the BABA bubble once more.Early Signs of RecoveryIn my last article on BABA, I talked about the risks surrounding de-listing and the threat of war. While these risks are still present, BABA has shown encouraging results.Alibaba has had a tough year. The Chinese government has been harsher with COVID lockdowns, which has hurt BABA at a time when the stock market, especially tech stocks, was crashing fast.However, the recent results published at the beginning of the month have shown encouraging results. BABA delivered a solid beat on both revenue and earnings.BABA revenues(Investor Presentation)As we can see in the slide above, BABA achieved a slight growth in most of its main segments, but China commerce, responsible for 69% of revenues, fell YoY by 1%. With that said, operating income took a bigger hit, down nearly 20% YoY, and Earnings per ADS were down 29%.Alibaba is Addressing Its IssuesGrowth has been challenging in the last year, but the company has faced an unprecedented situation as the CCP enforced some of the harshest COVID restrictions worldwide.That said, it is clear that Alibaba is set to keep growing and dominating Chinese commerce. The concern for investors isn’t growth but rather profitability. Luckily, this is precisely the area where Alibaba is trying its hardest to improve.For starters, despite worse margins and a hard year, Alibaba has still managed to grow its free cash flow:BABA cash flow(Investor Presentation)On top of this, in June, Alibaba trimmed its employee count by 10% amid the recent sales slowdown. The CEO recently discussed profitability as one of BABA’s primary concerns. In the earnings call, he mentioned that the company was looking to narrow losses in various segments, including the delivery unit.Now, clearly, Alibaba has to continue to grow, and the Commerce segment has tight margins. However, we have all seen just how much profitability Cloud has given Amazon Inc (AMZN), and despite the challenges, this segment grew by 10%. Moving forward, BABA can reign in costs in its other sectors and recover the previous growth in Cloud, it will become much more profitable.It’s time to start blowing bubbles.Alibaba is one of the largest companies in China. It addresses consumers' needs, which is why its growth is tied to the economy's strength and consumer spending.China has been leading the way in many areas in the last decade, and in the last few months, it has also led the way in this recession. Chinese home prices, for example, have been leading the worldwide decline:Housing Market(Bloomberg)As we can see above, Chinese house sales started to decline in 2021. Meanwhile, the US housing market is showing signs of weakness.We also see signs that China’s inflation levels may have peaked too. Below we have the CPI and PPI for China.CPI and PPI(National Bureau of Statistics)As we can see, after Production Prices peaked in early 2021, we have seen a steady fall. Add to this falling commodity prices in the last month and lower projected worldwide demand, and it looks like China’s inflation may have stopped.With inflation peaking, and recent economic data showing slowing economic growth, the People’s Bank of China has not hesitated to step in and lower medium-term rates byten basis points. A return to loose monetary policy is no longer speculation but reality, at least in the world’s second-largest economy.This opens the door to another liquidity-induced stock market rally. China’s Central Bank has cut its one-year rate to 2.75%. This still leaves much room for further cuts in months to come.This would add liquidity to the stock market and directly increase the spending capabilities of Chinese consumers, which are BABA’s primary source of income. In 2020, the stock market rallied against all odds amid a worldwide pandemic. If history repeats itself, we could face another “counterintuitive” rally just as the world enters a global recession. If so, BABA could be one of the best stocks to ride the next wave up.ValuationWith the return of loose monetary policy, it’s only reasonable to assume that BABA could regain the kind of valuation multiples it held in the past. Using analyst estimates and historical P/E ratios, we can reach a target price for the company:Consensus EPS(Seeking Alpha)Analysts expect that by March 2025, BABA could attain EPS of just under $10. This would lead to a PE of 8.98. BABA’s average 5-year P/E has been close to 30. so even if we assume a conservative P/E of 20, this would imply shares could increase by over 100%.A similar valuation using P/S multiples leads to an even more bullish outlook, with BABA share appreciating by over 300%.RisksThe risks with BABA are well known, and these were the focus of my last piece on BABA. However, since I wrote this piece, geopolitical tensions have escalated, which poses another risk to BABA. Add to this regulatory pressure and delisting fears, and understandably, many investors will stay away from this.However, I believe that with the help of the PBOC, BABA could stage a strong recovery. And as the price picks up, investors will begin to pile into this name again.TakeawayAlibaba is an excellent company in a delicate position. Nonetheless, war doesn’t benefit anyone, and China has shown it will do everything it can to support its economy, which means supporting BABA too.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902869689,"gmtCreate":1659670110644,"gmtModify":1705041418051,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"How to make a good China company share drops?&nbsp;Just use a same tactics, to release a fake news or threatening statement is good&nbsp;enough to create fear and panic&nbsp;to public.Just that simply.&nbsp;","listText":"How to make a good China company share drops?&nbsp;Just use a same tactics, to release a fake news or threatening statement is good&nbsp;enough to create fear and panic&nbsp;to public.Just that simply.&nbsp;","text":"How to make a good China company share drops? Just use a same tactics, to release a fake news or threatening statement is good enough to create fear and panic to public.Just that simply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902869689","repostId":"1128436894","repostType":4,"repost":{"id":"1128436894","pubTimestamp":1659665532,"share":"https://www.laohu8.com/m/news/1128436894?lang=&edition=full","pubTime":"2022-08-05 10:12","market":"us","language":"en","title":"Alibaba: Is The Panic Justified?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128436894","media":"seekingalpha","summary":"SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba has sold off based on news about a potential delisting. That has happened in the past as well.</li><li>Even if BABA were to be delisted, the underlying value of the company should remain the same. Cash flow, equity investments, and profits would not change.</li><li>Alibaba is priced for disaster, as markets have panic-sold shares despite the fact that BABA would not really suffer a lot even if it were to be delisted.</li><li>Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate.<img src=\"https://static.tigerbbs.com/051ed1ece6326df0afc67167e66fe1e9\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></li></ul><p>Alibaba (NYSE:BABA) has seen its shares drop by more than 10% on the news that its shares might get delisted. Delisting is far from certain for now, and even if shares were to be delisted, that would not hurt theunderlying value of the company. Less liquidity may be an incremental negative, but that does not warrant a market cap decline of $30 billion.</p><p>Since Alibaba already was priced for disaster even before that recent price drop, the current market price looks overly bearish, which provides a buying opportunity for enterprising investors.</p><h2>What Happened?</h2><p>Alibaba has seen its shares drop by double-digits on the back of a news item that Seeking Alphasummarizedlike this:</p><blockquote><i>Alibaba shares fell as much as 10% Friday [more as the day progressed] after the U.S. Securities and Exchange Commission added the Chinese Internet and e-commerce giant to its list of companies facing possible delisting from U.S. stock markets.</i></blockquote><p>The SEC had been working on delistings for some Chinese companies for some time, and some of these companies have already been delisted in the past. July 2022 was not the first time the market worried about a potential delisting. In fact, BABA&#39;s shares have dropped before on the back of a potential delisting threat, such as inMarch 2022. A somewhat curious pattern has emerged where Alibaba drops by significant amounts from time to time when delisting fears are rising, but shares never seem to trade up by double-digits on the news that the company has not been delisted so far.</p><h2>Delisting: Threat Or Not?</h2><p>No matter what, the market has once again found an opportunity to sell off this already very inexpensive stock. But is the market panic really justified based on what we know right now? I do not think so. First, the fact that the SEC has now included Alibaba on a list of companies that<i>might</i>get delisted at some point does not mean that delisting is a sure bet. More importantly, even if Alibaba were to be delisted, I do not see a reason why this would justify a $30 billion destruction in market value, as the underlying value of the company should essentially be the same, listed or not.</p><p>Let&#39;s get to the first point first. As mentioned above, this is not the first time delisting rumor have emerged. And yet, they never did result in delisting in the past. This time may be different, but history suggests that some news item that hints at a potential delisting does not automatically lead to a delisting later on -- far from it, in fact. Also, Alibaba has made clear that the company will eagerly fight against a potential delisting. The company stated it wouldstrifeto keep its New York listing. That does not guarantee that the company will be successful, but the fact that management is eager to tackle this issue is good news for investors that are worried about a potential delisting. The SEC&#39;s main issue with Alibaba and the other Chinese companies that might get delisted at some point in the future is the fact that US officials can&#39;t review the work of the auditors of these companies. This is due to a Chinese law that prohibits said practice. In general, Chinese politicians/regulators could change their policy in order to allow US regulators to check the work of these auditors more easily. But at least for now, China has not done any such move. If the country came to the conclusion that a US delisting would hurt Alibaba in the long run, I do believe that they would make changes to their policies, as a strong and profitable BABA is in China&#39;s interest both from an economic as well as &#34;tech power&#34; point of view. The fact that China seemingly is not worried about a US delisting of its top tech companies suggests to me that either or both of the following are true:</p><p>1: China believes that the US will not delist Alibaba anyways, even if China does not change its policy of hindering US overwatch for Chinese auditing.</p><p>2: China believes that a US delisting is possible, but that said delisting would not hurt Alibaba meaningfully.</p><p>I do believe that delisting is far from guaranteed, but it can&#39;t be ruled out. Chinese (and US) officials will most likely have more intimate knowledge and will likely be able to ascertain the likelihood of delisting more precisely.</p><p>But I do believe that delisting would not be a major threat for Alibaba, even if it happens. After all, BABA being delisted in New York does not mean that investors will lose their stake in the company -- nor will it mean that the company will be less profitable. When a stock gets delisted, which is a process that happens regularly for all kinds of reasons, then these shares are not untradeable. Instead, they are traded over the counter (&#39;OTC&#39;), which means that a dealer network is used instead of a stock exchange. I have invested in stocks that are traded over the counter in the past and do also currently hold some, and the process of buying and selling shares isn&#39;t all that different. In fact, it&#39;s a pretty similar process, with spreads being slightly larger on average. Especially with larger companies, spreads generally aren&#39;t an issue, even when they are traded over the counter. LVMH (OTCPK:LVMUY) is such an OTC-traded international giant, and the fact that it&#39;s traded over the counter has not hurt investors -- daily volume is still in the $30 million range, thus liquidity isn&#39;t an issue here at all. Roche (OTCQX:RHHBY) and Tencent (OTCPK:TCEHY) belong to that group of OTC-traded large international companies as well, and liquidity isn&#39;t a concern for them, either. I do believe that the same would most likely hold true if BABA were to be delisted at some point in the future.</p><p>I&#39;m a fundamental investor, so I believe that the underlying value of a company&#39;s shares depends on factors such as cash on the balance sheet, profits, cash flow, and how those change over time. Most on this website will agree with me, I believe. These metrics aren&#39;t impacted by a potential delisting -- Alibaba will remain just as profitable, its cash flows will be the same, and its equity investments and cash position will not fall either, even if there were to be a delisting. Buybacks and potential dividends (at some point in the future) are also not dependent on a New York listing.</p><p>I do thus believe that delisting is far from certain. In fact, all the potential delisting news we got in the past has not resulted in a delisting so far, and the same may hold true for the current round of delisting panic as well. And even if Alibaba were to get delisted, it wouldn&#39;t be the end of the world. Instead, the underlying value of the company should essentially remain the same, as profits, cash flow, etc. are not impacted. And investors would still be able to buy and sell stock relatively easily, and thanks to BABA&#39;s large size, liquidity shouldn&#39;t be an issue -- it&#39;s not an issue for other OTC-traded large companies, after all.</p><h2>Priced For Disaster</h2><p>Following the most recent price drop, Alibaba is now trading at just 12x this year&#39;s expected net profit. Amazon (AMZN), its closest US peer, is trading at980xnet profit right now. Amazon&#39;s stronger international brand and its US location do justify a premium, but should it be this large? Or, in other words, should BABA trade at a discount that is this immense? I do not believe that this is necessary.</p><p>Alibaba also looks very inexpensive when we look at its enterprise value to EBITDA multiple. That ratio stands at 8.5 right now, which is pretty low in absolute terms. On a relative basis, BABA looks even less expensive, as the 5-year median EBITDA multiple of the stock is 25 -- in other words, BABA trades at roughly one-third of its historically &#34;normal&#34; valuation right now. That does not mean that its shares will rise by 200% in a short period of time in order to get back to the longer-term average valuation. But buying a stock at 34% of the usual valuation naturally results in a solid risk-reward setup. Multiple expansion from the current level seems way more likely to me than further multiple compression.</p><h2>Takeaway</h2><p>Delisting news and rumors have always resulted in volatility for BABA. But in the end, I do believe that this is an overblown issue. Alibaba&#39;s worth as a company does not depend on a New York listing, and its cash flow and profit do not, either. Investing in OTC-traded stocks works just fine, thus even if BABA were to be delisted (which is far from guaranteed), investors could still buy and sell shares easily.</p><p>Alibaba is very inexpensive today, and its growth has not been bad in recent quarters. Growth has come down compared to the longer-term average, but that is partially the result of tough comparables -- Amazon and other e-commerce players outside of China face the same issue, and yet they trade at way higher valuations than Alibaba.</p><p>Alibaba isn&#39;t a risk-less investment for sure, and trade issues or a potentially escalating China-Taiwan conflict would be macro risks to consider. But the recent sell-off that was caused by news about a potential delisting seems overblown. Markets are in panic mode, but I do not believe that this is justified. Alibaba could be a compelling longer-term investment at the current priced-for-disaster valuation.</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>Alibaba: Is The Panic Justified?</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: Is The Panic Justified?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past as well.Even if BABA were to be delisted, the underlying value of the company should remain the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified\">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","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128436894","content_text":"SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past as well.Even if BABA were to be delisted, the underlying value of the company should remain the same. Cash flow, equity investments, and profits would not change.Alibaba is priced for disaster, as markets have panic-sold shares despite the fact that BABA would not really suffer a lot even if it were to be delisted.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate.Alibaba (NYSE:BABA) has seen its shares drop by more than 10% on the news that its shares might get delisted. Delisting is far from certain for now, and even if shares were to be delisted, that would not hurt theunderlying value of the company. Less liquidity may be an incremental negative, but that does not warrant a market cap decline of $30 billion.Since Alibaba already was priced for disaster even before that recent price drop, the current market price looks overly bearish, which provides a buying opportunity for enterprising investors.What Happened?Alibaba has seen its shares drop by double-digits on the back of a news item that Seeking Alphasummarizedlike this:Alibaba shares fell as much as 10% Friday [more as the day progressed] after the U.S. Securities and Exchange Commission added the Chinese Internet and e-commerce giant to its list of companies facing possible delisting from U.S. stock markets.The SEC had been working on delistings for some Chinese companies for some time, and some of these companies have already been delisted in the past. July 2022 was not the first time the market worried about a potential delisting. In fact, BABA's shares have dropped before on the back of a potential delisting threat, such as inMarch 2022. A somewhat curious pattern has emerged where Alibaba drops by significant amounts from time to time when delisting fears are rising, but shares never seem to trade up by double-digits on the news that the company has not been delisted so far.Delisting: Threat Or Not?No matter what, the market has once again found an opportunity to sell off this already very inexpensive stock. But is the market panic really justified based on what we know right now? I do not think so. First, the fact that the SEC has now included Alibaba on a list of companies thatmightget delisted at some point does not mean that delisting is a sure bet. More importantly, even if Alibaba were to be delisted, I do not see a reason why this would justify a $30 billion destruction in market value, as the underlying value of the company should essentially be the same, listed or not.Let's get to the first point first. As mentioned above, this is not the first time delisting rumor have emerged. And yet, they never did result in delisting in the past. This time may be different, but history suggests that some news item that hints at a potential delisting does not automatically lead to a delisting later on -- far from it, in fact. Also, Alibaba has made clear that the company will eagerly fight against a potential delisting. The company stated it wouldstrifeto keep its New York listing. That does not guarantee that the company will be successful, but the fact that management is eager to tackle this issue is good news for investors that are worried about a potential delisting. The SEC's main issue with Alibaba and the other Chinese companies that might get delisted at some point in the future is the fact that US officials can't review the work of the auditors of these companies. This is due to a Chinese law that prohibits said practice. In general, Chinese politicians/regulators could change their policy in order to allow US regulators to check the work of these auditors more easily. But at least for now, China has not done any such move. If the country came to the conclusion that a US delisting would hurt Alibaba in the long run, I do believe that they would make changes to their policies, as a strong and profitable BABA is in China's interest both from an economic as well as \"tech power\" point of view. The fact that China seemingly is not worried about a US delisting of its top tech companies suggests to me that either or both of the following are true:1: China believes that the US will not delist Alibaba anyways, even if China does not change its policy of hindering US overwatch for Chinese auditing.2: China believes that a US delisting is possible, but that said delisting would not hurt Alibaba meaningfully.I do believe that delisting is far from guaranteed, but it can't be ruled out. Chinese (and US) officials will most likely have more intimate knowledge and will likely be able to ascertain the likelihood of delisting more precisely.But I do believe that delisting would not be a major threat for Alibaba, even if it happens. After all, BABA being delisted in New York does not mean that investors will lose their stake in the company -- nor will it mean that the company will be less profitable. When a stock gets delisted, which is a process that happens regularly for all kinds of reasons, then these shares are not untradeable. Instead, they are traded over the counter ('OTC'), which means that a dealer network is used instead of a stock exchange. I have invested in stocks that are traded over the counter in the past and do also currently hold some, and the process of buying and selling shares isn't all that different. In fact, it's a pretty similar process, with spreads being slightly larger on average. Especially with larger companies, spreads generally aren't an issue, even when they are traded over the counter. LVMH (OTCPK:LVMUY) is such an OTC-traded international giant, and the fact that it's traded over the counter has not hurt investors -- daily volume is still in the $30 million range, thus liquidity isn't an issue here at all. Roche (OTCQX:RHHBY) and Tencent (OTCPK:TCEHY) belong to that group of OTC-traded large international companies as well, and liquidity isn't a concern for them, either. I do believe that the same would most likely hold true if BABA were to be delisted at some point in the future.I'm a fundamental investor, so I believe that the underlying value of a company's shares depends on factors such as cash on the balance sheet, profits, cash flow, and how those change over time. Most on this website will agree with me, I believe. These metrics aren't impacted by a potential delisting -- Alibaba will remain just as profitable, its cash flows will be the same, and its equity investments and cash position will not fall either, even if there were to be a delisting. Buybacks and potential dividends (at some point in the future) are also not dependent on a New York listing.I do thus believe that delisting is far from certain. In fact, all the potential delisting news we got in the past has not resulted in a delisting so far, and the same may hold true for the current round of delisting panic as well. And even if Alibaba were to get delisted, it wouldn't be the end of the world. Instead, the underlying value of the company should essentially remain the same, as profits, cash flow, etc. are not impacted. And investors would still be able to buy and sell stock relatively easily, and thanks to BABA's large size, liquidity shouldn't be an issue -- it's not an issue for other OTC-traded large companies, after all.Priced For DisasterFollowing the most recent price drop, Alibaba is now trading at just 12x this year's expected net profit. Amazon (AMZN), its closest US peer, is trading at980xnet profit right now. Amazon's stronger international brand and its US location do justify a premium, but should it be this large? Or, in other words, should BABA trade at a discount that is this immense? I do not believe that this is necessary.Alibaba also looks very inexpensive when we look at its enterprise value to EBITDA multiple. That ratio stands at 8.5 right now, which is pretty low in absolute terms. On a relative basis, BABA looks even less expensive, as the 5-year median EBITDA multiple of the stock is 25 -- in other words, BABA trades at roughly one-third of its historically \"normal\" valuation right now. That does not mean that its shares will rise by 200% in a short period of time in order to get back to the longer-term average valuation. But buying a stock at 34% of the usual valuation naturally results in a solid risk-reward setup. Multiple expansion from the current level seems way more likely to me than further multiple compression.TakeawayDelisting news and rumors have always resulted in volatility for BABA. But in the end, I do believe that this is an overblown issue. Alibaba's worth as a company does not depend on a New York listing, and its cash flow and profit do not, either. Investing in OTC-traded stocks works just fine, thus even if BABA were to be delisted (which is far from guaranteed), investors could still buy and sell shares easily.Alibaba is very inexpensive today, and its growth has not been bad in recent quarters. Growth has come down compared to the longer-term average, but that is partially the result of tough comparables -- Amazon and other e-commerce players outside of China face the same issue, and yet they trade at way higher valuations than Alibaba.Alibaba isn't a risk-less investment for sure, and trade issues or a potentially escalating China-Taiwan conflict would be macro risks to consider. But the recent sell-off that was caused by news about a potential delisting seems overblown. Markets are in panic mode, but I do not believe that this is justified. Alibaba could be a compelling longer-term investment at the current priced-for-disaster valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906085635,"gmtCreate":1659454777730,"gmtModify":1705980530120,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906085635","repostId":"2256679680","repostType":2,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057473803,"gmtCreate":1655559710002,"gmtModify":1676535661860,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057473803","repostId":"9058401933","repostType":1,"repost":{"id":9058401933,"gmtCreate":1654872036522,"gmtModify":1676535526218,"author":{"id":"4095759144622610","authorId":"4095759144622610","name":"Jabby","avatar":"https://static.tigerbbs.com/27dc25722b56b1fd69327ca5df371b96","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/VEEV\">$Veeva(VEEV)$</a>Share","listText":"<a href=\"https://ttm.financial/S/VEEV\">$Veeva(VEEV)$</a>Share","text":"$Veeva(VEEV)$Share","images":[{"img":"https://community-static.tradeup.com/news/447cfef5daedbbfd426e9b061a1f86e5","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9058401933","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052847922,"gmtCreate":1655164874566,"gmtModify":1676535572510,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Grin]&nbsp;[Cry]&nbsp;","listText":"[Grin]&nbsp;[Cry]&nbsp;","text":"[Grin] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052847922","repostId":"2243347676","repostType":4,"repost":{"id":"2243347676","pubTimestamp":1655163440,"share":"https://www.laohu8.com/m/news/2243347676?lang=&edition=full","pubTime":"2022-06-14 07:37","market":"us","language":"en","title":"Bitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals","url":"https://stock-news.laohu8.com/highlight/detail?id=2243347676","media":"StreetInsider","summary":"Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” ","content":"<html><head></head><body><p>Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the weekend.</p><p>Celsius, one of the more significant names in the crypto lending space, offers interest-bearing products to customers who deposit their crypto assets and provides crypto lending services.</p><p>The crypto lender secured $750 million last November from a group of investors, including the second-largest pension fund in Canada. The startup&#39;s valuation rose to $3.25 billion after raising the funds.</p><p>Celsius published a blog post saying it had frozen crypto withdrawals and paused transfer accounts &#34;to stabilize liquidity and operations while we take steps to preserve and protect assets.&#34;</p><p>&#34;We are taking this action today to put Celsius in a better position to honor, over time, its withdrawal obligations.&#34;</p><p>The move marks a sharp U-turn for Celsius after the company saw exceptional growth last year, driven by low-interest rates and significant expansion of crypto markets.</p><p>Bitcoin and other crypto assets saw a sharp drop over the weekend, with the world’s largest cryptocurrency plunging below $24,000 Monday as investors abandoned risk assets.</p><p>The sell-off wiped over $200 billion off the entire crypto market, pushing its market cap below $1 trillion for the first time since February 2021.</p><p>The latest drop in crypto prices came after the latest consumer price index (CPI) data, which serves to gauge inflation, rose to 8.6% in May, its fastest rate since 1981. The expectations of another rate hike this week by the Fed are now adding to the market bearishness.</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>Bitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals</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\">\nBitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20204684><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20204684\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20204684","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243347676","content_text":"Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the weekend.Celsius, one of the more significant names in the crypto lending space, offers interest-bearing products to customers who deposit their crypto assets and provides crypto lending services.The crypto lender secured $750 million last November from a group of investors, including the second-largest pension fund in Canada. The startup's valuation rose to $3.25 billion after raising the funds.Celsius published a blog post saying it had frozen crypto withdrawals and paused transfer accounts \"to stabilize liquidity and operations while we take steps to preserve and protect assets.\"\"We are taking this action today to put Celsius in a better position to honor, over time, its withdrawal obligations.\"The move marks a sharp U-turn for Celsius after the company saw exceptional growth last year, driven by low-interest rates and significant expansion of crypto markets.Bitcoin and other crypto assets saw a sharp drop over the weekend, with the world’s largest cryptocurrency plunging below $24,000 Monday as investors abandoned risk assets.The sell-off wiped over $200 billion off the entire crypto market, pushing its market cap below $1 trillion for the first time since February 2021.The latest drop in crypto prices came after the latest consumer price index (CPI) data, which serves to gauge inflation, rose to 8.6% in May, its fastest rate since 1981. The expectations of another rate hike this week by the Fed are now adding to the market bearishness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988836789,"gmtCreate":1666713832641,"gmtModify":1676537794613,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Very disappointed in Baba","listText":"Very disappointed in Baba","text":"Very disappointed in Baba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9988836789","repostId":"1160702607","repostType":4,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005979054,"gmtCreate":1642161008996,"gmtModify":1676533687596,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005979054","repostId":"1144666508","repostType":4,"repost":{"id":"1144666508","pubTimestamp":1642160056,"share":"https://www.laohu8.com/m/news/1144666508?lang=&edition=full","pubTime":"2022-01-14 19:34","market":"us","language":"en","title":"3 Meme Stocks That Are Actually Solid Long-Term Picks","url":"https://stock-news.laohu8.com/highlight/detail?id=1144666508","media":"Motley Fool","summary":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, so","content":"<html><head></head><body><p>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.</p><p>To be sure, most meme stocks aren&#39;t worth buying as long-term investments. For example, it&#39;s tough to make a long-term investment case for <b><a href=\"https://laohu8.com/S/AMC\">AMC Entertainment</a>.</b> On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there&#39;s been a massive correction in many high-growth stocks.</p><p><b>A massive opportunity and a great strategy</b></p><p><b>Offerpad</b>(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad&#39;s core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.</p><p>However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For <a href=\"https://laohu8.com/S/AONE.U\">one</a> thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won&#39;t be consistently profitable for some time, it isn&#39;t that far from it right now.</p><p>Second, Offerpad isn&#39;t necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.</p><p>Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.</p><p><b>Tons of disruptive potential</b></p><p>One of the most discussed stocks in some of the most popular trader chat rooms in 2021, <a href=\"https://laohu8.com/S/SOFI\"><b>SoFi</b></a>, went public through a Chamath Palihapitiya-backed SPAC last year (this was &#34;IPOE&#34; for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.</p><p>To say SoFi&#39;s growth has been phenomenal would be an understatement. Thefintech&#39;suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it&#39;s on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.</p><p>SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.</p><p><b>The most exciting growth is yet to come</b></p><p>Last but certainly not least, insurance disruptor <a href=\"https://laohu8.com/S/LMND\"><b>Lemonade</b></a> has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.</p><p>Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company&#39;s core business of renters and homeowners insurance, customer feedback has been incredibly strong.</p><p>However, it&#39;s the rollout of Lemonade Car, the company&#39;s much-anticipated auto insurance product -- along with the pending acquisition of <b>Metromile</b>(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.</p><p>Remember what you&#39;re buying</p><p>To be sure, these three stocks are real businesses with great long-term growth opportunities. However, it&#39;s important to keep in mind that while the &#34;meme stock&#34; craze has died down, that doesn&#39;t mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it&#39;s important to be prepared for that possibility.</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>3 Meme Stocks That Are Actually Solid Long-Term Picks</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 Meme Stocks That Are Actually Solid Long-Term Picks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 19:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOFI":"SoFi Technologies Inc.","OPAD":"Offerpad Solutions","LMND":"Lemonade, Inc.","AMC":"AMC院线"},"source_url":"https://www.fool.com/investing/2022/01/14/3-meme-stocks-that-are-actually-solid-long-term-pi/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144666508","content_text":"The meme stock craze of 2021 was certainly a historically unique market environment. Many stocks, some heavily shorted and some just interesting speculative growth plays, rocketed sharply higher -- often doubling, tripling, or more in a very short time. And many took investors on quite a roller coaster ride for months.To be sure, most meme stocks aren't worth buying as long-term investments. For example, it's tough to make a long-term investment case for AMC Entertainment. On the other hand, there are some stocks that got caught up in the meme stock trade that looks like solid long-term investments. And this is especially true now that there's been a massive correction in many high-growth stocks.A massive opportunity and a great strategyOfferpad(NYSE:OPAD) is a real estate company that is a so-called iBuyer, or instant buyer, of homes. Offerpad's core business involves buying homes directly from sellers, doing cosmetic repairs, and then selling them directly to buyers, hopefully earning a profit in the process.However, there are a couple of things that set Offerpad apart from its peer group (which really only consists of two other companies). For one thing, Offerpad is the only iBuyer that is more focused on efficiency than all-out growth. Its unit economics have been better than those of its peers, and while it won't be consistently profitable for some time, it isn't that far from it right now.Second, Offerpad isn't necessarily trying to completely replace open-market home sales. Its Offerpad Flex product encourages customers to list their home on the open market (with an Offerpad partner agent) and gives them a cash offer to keep in their back pocket in the event they get tired of the traditional sale process.Offerpad went a bit meme-stockish after its late 2021 special purpose acquisition company (SPAC) merger was completed, at one point rocketing to nearly $21 from its $10 pre-SPAC valuation. Now that the SPAC boom has cooled, Offerpad has plunged to less than $6, in line with many other recent SPAC targets. But make no mistake -- this is a real business with a huge market opportunity.Tons of disruptive potentialOne of the most discussed stocks in some of the most popular trader chat rooms in 2021, SoFi, went public through a Chamath Palihapitiya-backed SPAC last year (this was \"IPOE\" for those who follow Palihapitiya). It started out as a private student loan company but has since evolved into a financial ecosystem, complete with a full lineup of lending products, a credit card, a bank account, a brokerage account, and more. The company also owns the Galileo financial services API and payments platform, which provides functionality for 89 million financial accounts operated by partners.To say SoFi's growth has been phenomenal would be an understatement. Thefintech'suser base has nearly doubled over the past year to more than 2.9 million members, and these users account for roughly 4.3 million different financial products. And it's on the non-lending side of the business where the growth has been especially impressive, with a 179% year-over-year increase in products as of the third quarter of 2021.SoFi has the capability to be a true disruptor of the traditional bank model and is making all the right moves to scale its business in a sustainable way. With shares down 36% in the last two months, now could be a great time to add it at a discount.The most exciting growth is yet to comeLast but certainly not least, insurance disruptor Lemonade has been a big victim of the recent growth stock headwinds, with shares down by about 35% in the past couple of months and a total of 80% off their all-time high.Lemonade is aninsurance technology company, aiming to provide a better way to get insurance quotes, buy policies, and submit claims. In the company's core business of renters and homeowners insurance, customer feedback has been incredibly strong.However, it's the rollout of Lemonade Car, the company's much-anticipated auto insurance product -- along with the pending acquisition of Metromile(NASDAQ:MILE)-- where Lemonade could accelerate the availability of the product and rapidly scale the business. If the company can replicate its early insurance success in the auto space, and can keep loss ratios in check, Lemonade could be a big winner for patient investors.Remember what you're buyingTo be sure, these three stocks are real businesses with great long-term growth opportunities. However, it's important to keep in mind that while the \"meme stock\" craze has died down, that doesn't mean it has permanently gone away. And if it comes back, all three of these stocks are likely to experience quite a roller coaster ride. Before you add any of these to your portfolio, it's important to be prepared for that possibility.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052847922,"gmtCreate":1655164874566,"gmtModify":1676535572510,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Grin]&nbsp;[Cry]&nbsp;","listText":"[Grin]&nbsp;[Cry]&nbsp;","text":"[Grin] [Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052847922","repostId":"2243347676","repostType":4,"repost":{"id":"2243347676","pubTimestamp":1655163440,"share":"https://www.laohu8.com/m/news/2243347676?lang=&edition=full","pubTime":"2022-06-14 07:37","market":"us","language":"en","title":"Bitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals","url":"https://stock-news.laohu8.com/highlight/detail?id=2243347676","media":"StreetInsider","summary":"Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” ","content":"<html><head></head><body><p>Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the weekend.</p><p>Celsius, one of the more significant names in the crypto lending space, offers interest-bearing products to customers who deposit their crypto assets and provides crypto lending services.</p><p>The crypto lender secured $750 million last November from a group of investors, including the second-largest pension fund in Canada. The startup&#39;s valuation rose to $3.25 billion after raising the funds.</p><p>Celsius published a blog post saying it had frozen crypto withdrawals and paused transfer accounts &#34;to stabilize liquidity and operations while we take steps to preserve and protect assets.&#34;</p><p>&#34;We are taking this action today to put Celsius in a better position to honor, over time, its withdrawal obligations.&#34;</p><p>The move marks a sharp U-turn for Celsius after the company saw exceptional growth last year, driven by low-interest rates and significant expansion of crypto markets.</p><p>Bitcoin and other crypto assets saw a sharp drop over the weekend, with the world’s largest cryptocurrency plunging below $24,000 Monday as investors abandoned risk assets.</p><p>The sell-off wiped over $200 billion off the entire crypto market, pushing its market cap below $1 trillion for the first time since February 2021.</p><p>The latest drop in crypto prices came after the latest consumer price index (CPI) data, which serves to gauge inflation, rose to 8.6% in May, its fastest rate since 1981. The expectations of another rate hike this week by the Fed are now adding to the market bearishness.</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>Bitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals</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\">\nBitcoin Price Drops Below $24,000, Crypto Lender Celsius Halts Withdrawals\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-14 07:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20204684><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20204684\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","MARA":"Marathon Digital Holdings Inc"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20204684","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243347676","content_text":"Crypto lender Celsius Network has paused withdrawals on Monday, citing “extreme market conditions.” This move comes after the crypto market’s total market cap dropped below $1 trillion over the weekend.Celsius, one of the more significant names in the crypto lending space, offers interest-bearing products to customers who deposit their crypto assets and provides crypto lending services.The crypto lender secured $750 million last November from a group of investors, including the second-largest pension fund in Canada. The startup's valuation rose to $3.25 billion after raising the funds.Celsius published a blog post saying it had frozen crypto withdrawals and paused transfer accounts \"to stabilize liquidity and operations while we take steps to preserve and protect assets.\"\"We are taking this action today to put Celsius in a better position to honor, over time, its withdrawal obligations.\"The move marks a sharp U-turn for Celsius after the company saw exceptional growth last year, driven by low-interest rates and significant expansion of crypto markets.Bitcoin and other crypto assets saw a sharp drop over the weekend, with the world’s largest cryptocurrency plunging below $24,000 Monday as investors abandoned risk assets.The sell-off wiped over $200 billion off the entire crypto market, pushing its market cap below $1 trillion for the first time since February 2021.The latest drop in crypto prices came after the latest consumer price index (CPI) data, which serves to gauge inflation, rose to 8.6% in May, its fastest rate since 1981. The expectations of another rate hike this week by the Fed are now adding to the market bearishness.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007604444,"gmtCreate":1642856094337,"gmtModify":1676533752940,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007604444","repostId":"2205441860","repostType":4,"repost":{"id":"2205441860","pubTimestamp":1642808308,"share":"https://www.laohu8.com/m/news/2205441860?lang=&edition=full","pubTime":"2022-01-22 07:38","market":"us","language":"en","title":"Why I Sold These 3 High-Growth Tech Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2205441860","media":"Motley Fool","summary":"I recently sold my shares of Snap, Palantir, and Bumble. Let's explore the reasons I pulled the trigger on the sales.","content":"<html><head></head><body><p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company&#39;s future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.</p><p>Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in <b>Snap</b> (NYSE:SNAP) and <b>Palantir</b> (NYSE:PLTR), but I took a net loss on <b>Bumble</b> (NASDAQ:BMBL).</p><p>Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.</p><p><img src=\"https://static.tigerbbs.com/869992e71713ee11433514b27cb91bce\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>1. Snap</h2><p>Snap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.</p><p>But over the past year, several red flags appeared. It vastly underestimated the impact of<b> Apple</b>&#39;s privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine <b>ByteDance</b>&#39;s TikTok with Spotlight&#39;s short videos.</p><p>Snap&#39;s third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn&#39;t achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn&#39;t withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple&#39;s iOS changes.</p><p>Over the past three months, Snap&#39;s insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won&#39;t end anytime soon.</p><p>Snap might seem reasonably valued now at 10 times next year&#39;s sales, especially if it meets analysts&#39; estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.</p><h2>2. Palantir</h2><p>Palantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.</p><p>At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.</p><p>But Palantir also has some glaring problems. It&#39;s deeply unprofitable but still trades at 15 times next year&#39;s sales, which leaves it highly exposed to rising inflation and higher interest rates. It&#39;s also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.</p><p>The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as <b>Alteryx</b> or <b>Splunk, </b>instead of its Foundry platform.</p><p>Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.</p><h2>3. Bumble</h2><p>After defending Bumble for nearly a year, I finally realized that the online dating company&#39;s weaknesses outweighed its strengths. The growth of Bumble&#39;s namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.</p><p>Last quarter, Bumble&#39;s total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, <b>Match Group</b>&#39;s (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.</p><p>Bumble also remains unprofitable, and it&#39;s shouldering <i>more than twice</i> as much debt as its total cash and equivalents. At the same time, it&#39;s pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.</p><p>Those plans probably won&#39;t widen Bumble&#39;s moat against Match&#39;s portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.</p><p>Bumble expects its revenue to grow 31% to 32% this fiscal year, but that&#39;s only a bit faster than Match&#39;s projected revenue growth rate of 25%. Bumble&#39;s stock might seem reasonably valued at six times next year&#39;s sales, but it probably won&#39;t command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold These 3 High-Growth Tech Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold These 3 High-Growth Tech Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-22 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","BK4170":"电脑硬件、储存设备及电脑周边","MTCH":"Match Group, Inc.","BK4023":"应用软件","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BMBL":"Bumble Inc.","BK4508":"社交媒体","BK4543":"AI","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4077":"互动媒体与服务","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4549":"软银资本持仓","PLTR":"Palantir Technologies Inc.","SNAP":"Snap Inc"},"source_url":"https://www.fool.com/investing/2022/01/21/why-i-sold-these-3-high-growth-tech-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205441860","content_text":"Rising inflation and higher interest rates have crushed many high-growth tech stocks over the past few months. The reasons are simple: Inflation reduces the value of a company's future revenue and earnings, while higher interest rates boost borrowing costs for unprofitable companies.Like many investors, I reduced my exposure to that shift by selling some of my higher-growth tech stocks and rotating toward more conservative investments. Specifically, I took profits from my investments in Snap (NYSE:SNAP) and Palantir (NYSE:PLTR), but I took a net loss on Bumble (NASDAQ:BMBL).Investors should do their own due diligence instead of following my example, but let me explain my logic for selling these three high-growth tech stocks.Image source: Getty Images.1. SnapSnap was once my favorite social media stock. It generated robust growth in daily active users and revenue, it remained a top app for teen users, and its profitability was gradually improving.But over the past year, several red flags appeared. It vastly underestimated the impact of Apple's privacy update on iOS, set unrealistic growth targets at its investor day last February, and failed to outshine ByteDance's TikTok with Spotlight's short videos.Snap's third-quarter numbers and fourth-quarter guidance last October strongly suggested it couldn't achieve its investor day target for 50% annual revenue growth over the next few years. But Snap didn't withdraw that guidance -- even after directly being questioned about it during its conference call -- and said it could retool its ads to overcome Apple's iOS changes.Over the past three months, Snap's insiders still sold 22 times as many shares as they bought -- even as the stock price dropped more than 50%. That lack of confidence indicates its iOS headaches won't end anytime soon.Snap might seem reasonably valued now at 10 times next year's sales, especially if it meets analysts' estimates for 60% revenue growth in 2021 and 38% growth in 2022. Unfortunately, I think Snap could continue to struggle over the next few quarters and ultimately withdraw its 50% revenue growth guidance. When that happens, the stock will likely plummet to new lows.2. PalantirPalantir, the data analytics firm which serves the U.S. government and large enterprise customers, also has ambitious growth plans. It believes it can generate at least 30% annual revenue growth from 2021 to 2025.At first glance, Palantir seems like a solid investment. The U.S. Army reportedly used its Gotham platform to hunt down Osama Bin Laden in 2011. That battle-hardened reputation enables it to promote its enterprise-facing Foundry platform to large companies. Its ability to gather data from disparate sources can help government agencies and companies make better data-driven decisions to streamline their operations.But Palantir also has some glaring problems. It's deeply unprofitable but still trades at 15 times next year's sales, which leaves it highly exposed to rising inflation and higher interest rates. It's also constantly diluting its shares with big stock bonuses -- in the first nine months of 2021, its number of weighted-average shares jumped 165% year over year.The growth of Gotham is also decelerating as the U.S. government quietly develops in-house alternatives. Enterprise customers could also gravitate toward other analytics services, such as Alteryx or Splunk, instead of its Foundry platform.Instead of sticking with this speculative and unprofitable company, it might be smarter for investors to rotate back toward firmly profitable blue-chip tech stocks which will benefit from the same data-mining tailwinds.3. BumbleAfter defending Bumble for nearly a year, I finally realized that the online dating company's weaknesses outweighed its strengths. The growth of Bumble's namesake app, which lets women make the first move, is decelerating. Its secondary app, Badoo, continues to lose paid users.Last quarter, Bumble's total number of paid users across both apps grew 20% year over year to 1.53 million, but that marked a deceleration from its 36% growth in the previous quarter. Meanwhile, Match Group's (NASDAQ:MTCH) total number of paying users, 64% of whom use Tinder, increased 16% year over year to 16.3 million in its latest quarter. The company actually accelerated from its 15% growth in the previous quarter.Bumble also remains unprofitable, and it's shouldering more than twice as much debt as its total cash and equivalents. At the same time, it's pursuing scattershot strategies -- including opening a restaurant in New York City, selling branded apparel and products through an online store, and rebooting its BFF feature (for platonic friendships) as a vaguely defined metaverse platform.Those plans probably won't widen Bumble's moat against Match's portfolio of over a dozen dating apps. After listening to its latest conference call, it became painfully clear that Bumble overestimated its own brand appeal while underestimating the competition.Bumble expects its revenue to grow 31% to 32% this fiscal year, but that's only a bit faster than Match's projected revenue growth rate of 25%. Bumble's stock might seem reasonably valued at six times next year's sales, but it probably won't command a higher premium until it stabilizes its user growth and significantly narrows its net losses. Until that happens, Match will probably be the better overall investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096569426,"gmtCreate":1644421365721,"gmtModify":1676533924269,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096569426","repostId":"1154751327","repostType":4,"repost":{"id":"1154751327","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":1644419033,"share":"https://www.laohu8.com/m/news/1154751327?lang=&edition=full","pubTime":"2022-02-09 23:03","market":"us","language":"en","title":"Alibaba Shares Jumped over 3% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154751327","media":"Tiger Newspress","summary":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to A","content":"<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></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 Shares Jumped over 3% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Shares Jumped over 3% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-09 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.<img src=\"https://static.tigerbbs.com/ded43a9d79c85fd086b9d3d2dbcd926d\" tg-width=\"872\" tg-height=\"639\" referrerpolicy=\"no-referrer\"/>Alibaba&#39;s recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.</p><p>&#34;The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,&#34; SoftBank said in a statement to Reuters.</p><p>E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, &#34;might also suggest potential selling intention by SoftBank.&#34;</p><p>&#34;Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,&#34; Citi analysts including Alicia Yap wrote.</p><p>SoftBank&#39;s stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba&#39;s shares have fallen by 60% since highs in October 2020.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154751327","content_text":"Alibaba Shares Jumped over 3% in Morning Trading. Softbank Said Additional Alibaba ADS Not Tied to Any Specific Future Softbank Transaction.Alibaba's recent registration of additional American Depository Shares is not tied to any specific future transaction by SoftBank Group Corp, a spokesperson for the Japanese conglomerate said on Wednesday.\"The registration of the ADR conversion facility (F6 filing, which was filed by Alibaba), including its size, is not tied to any specific future transaction by SBG,\" SoftBank said in a statement to Reuters.E-commerce giant Alibaba last week filed to register an additional one billion American Depository Shares. The move, Citigroup analysts said this week, \"might also suggest potential selling intention by SoftBank.\"\"Since Softbank has been a pre-IPO investor, we believe a large proportion of those shares have not been previously registered as ADS,\" Citi analysts including Alicia Yap wrote.SoftBank's stake of around 25% in Alibaba is worth around $82 billion and has its origins in a $20 million investment in 2000. Alibaba's shares have fallen by 60% since highs in October 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005580937,"gmtCreate":1642347713254,"gmtModify":1676533703055,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005580937","repostId":"1169852230","repostType":4,"repost":{"id":"1169852230","pubTimestamp":1642295348,"share":"https://www.laohu8.com/m/news/1169852230?lang=&edition=full","pubTime":"2022-01-16 09:09","market":"us","language":"en","title":"Palantir: The Myth Of Overvaluation","url":"https://stock-news.laohu8.com/highlight/detail?id=1169852230","media":"Seeking Alpha","summary":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares o","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir went through a large drop in pricing in Q4’21 and in the early days of 2022.</li><li>Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.</li><li>Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.</li></ul><p>The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don&#39;t see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm&#39;s commercial growth. That Palantir is overvalued, is a myth!</p><p><b>Commercial revenue growth could accelerate as new products launch</b></p><p>There are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.</p><p>What am I most excited about, as a Palantir investor, is Palantir&#39;s opening of a new growth frontier in the big data world. Palantir will start to roll out its &#34;Foundry for Crypto&#34; in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir&#39;s Foundry for Crypto could make a big difference in legitimizing this industry.</p><p>Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir&#39;s Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir&#39;s Foundry for Crypto platform by leading market institutions could materially accelerate Palantir&#39;s commercial revenue growth.</p><p>Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir&#39;s commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm&#39;s products and services. Palantir&#39;s commercial revenue growth accelerated from 19% in Q1&#39;21 to 28% in Q2&#39;21, and then to 37% in Q3&#39;21. Palantir&#39;s revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3&#39;21.</p><p><b>Palantir is not overvalued based on expected free cash flow ramp</b></p><p>Palantir&#39;s business reached a critical point in FY 2021 and the proof is in the company&#39;s growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir&#39;s Q3&#39;21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.<img src=\"https://static.tigerbbs.com/5e54fb7120d0b51650400b5081ae56a9\" tg-width=\"1280\" tg-height=\"413\" width=\"100%\" height=\"auto\"/>I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm&#39;s products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir&#39;s free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.<img src=\"https://static.tigerbbs.com/48214b624573bdb844c741431b6fac4e\" tg-width=\"599\" tg-height=\"163\" width=\"100%\" height=\"auto\"/>And investors should not forget about this potentially massive income stream…</p><p><b>The &#34;forgotten&#34; SPAC business</b></p><p>Palantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3&#39;21, the firm&#39;s total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.<img src=\"https://static.tigerbbs.com/c452699a2b9ef7ab9b9b5f16074fd788\" tg-width=\"935\" tg-height=\"315\" width=\"100%\" height=\"auto\"/><b>Risks with Palantir</b></p><p>The biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm&#39;s business model works in practice. Palantir&#39;s business is evolving and progress is measurable and undeniable. The proof is in Palantir&#39;s improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir&#39;s services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3&#39;21, there is no evidence that customers are unhappy with the services they receive. Palantir&#39;s total customer base increased at a massive 20% rate quarter over quarter in Q3&#39;21, proving significant momentum in customer sign-ups.</p><p>I am willing to change my opinion on Palantir if the firm&#39;s actual revenue growth rates and free cash flow margins drop below my estimates.</p><p><b>Final thoughts</b></p><p>Based off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!</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>Palantir: The Myth Of Overvaluation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Myth Of Overvaluation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-16 09:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue...</p>\n\n<a href=\"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4479733-palantir-the-myth-of-overvaluation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1169852230","content_text":"SummaryPalantir went through a large drop in pricing in Q4’21 and in the early days of 2022.Shares of Palantir are not overvalued, they trade at 16X FY 2025 projected free cash flow.Commercial revenue acceleration, new product launches, expansion of the free cash flow margin and potential SPAC deal pay-offs support Palantir’s valuation.The new year is just fourteen days old and shares of Palantir (PLTR) already fell 12%, continuing a sell-off that started back in November 2021. I don't see any good reason or justification for the sell-off as Palantir will continue to grow its top line rapidly and new service offerings are set to fuel the firm's commercial growth. That Palantir is overvalued, is a myth!Commercial revenue growth could accelerate as new products launchThere are few industries that have as fantastic growth prospects as the big data and analytics industry. Companies are accumulating more and more data from customers and their operations, requiring software solutions and artificial intelligence support to monetize this data most efficiently.What am I most excited about, as a Palantir investor, is Palantir's opening of a new growth frontier in the big data world. Palantir will start to roll out its \"Foundry for Crypto\" in FY 2022 which offers banks, FinTechs and other companies involved in the crypto economy a way to validate customer information and to implement anti-money laundering tools. Since the crypto universe is still highly unregulated, Palantir's Foundry for Crypto could make a big difference in legitimizing this industry.Blockchain technology and cryptocurrencies are here to stay and Palantir has a huge opportunity at its hands to develop a multi-million-dollar revenue business within a very short period of time. Key customers for Palantir's Foundry for Crypto are likely going to be financial institutions and crypto trading marketplaces like Coinbase (COIN) which have massive customer bases. Adoption of Palantir's Foundry for Crypto platform by leading market institutions could materially accelerate Palantir's commercial revenue growth.Because of the opening of a new business segment, I see strong prospects for revenue acceleration for Palantir in the foreseeable future. Palantir's commercial revenue growth accelerated throughout FY 2021 due to strong customer acquisition and growing adoption of the firm's products and services. Palantir's commercial revenue growth accelerated from 19% in Q1'21 to 28% in Q2'21, and then to 37% in Q3'21. Palantir's revenue acceleration in the commercial business was the reason why Palantir raised its free cash flow and revenue guidance for FY 2021. Because the commercial segment is growing increasingly fast, Palantir already raised its free cash flow outlook twice in FY 2021. The firm now expects free cash flow of $400M+ for FY 2021, after raising the guidance by 33% in Q3'21.Palantir is not overvalued based on expected free cash flow rampPalantir's business reached a critical point in FY 2021 and the proof is in the company's growing free cash flow margins. As the firm scales its services and leads more customers through its onboarding process, Palantir should see a significant improvement of its free cash flow margin going forward. Palantir's Q3'21 free cash flow was $119M which calculates to a free cash flow margin of 30%. I believe Palantir could grow its free cash flow margin to 40% by 2025, meaning the firm is set to become a seriously profitable business within the next four years.I also expect Palantir to grow revenues faster than the 30% that have been mentioned as a long-term growth target. The reason for this is that Palantir is signing on more customers and those customers spend more money on the firm's products and services over time, meaning monetization is improving. Assuming that Palantir can grow revenues at an annual 35% rate over the next four years, Palantir is looking at $5.0B in revenues and $2.0B in free cash flow by FY 2025. The calculation below is built on the assumption that Palantir's free cash flow margin will grow from 30% in FY 2021 to 40% by FY 2025. Over the next four years, Palantir should be able to increase its annual free cash flow by at least a factor of 4 X.And investors should not forget about this potentially massive income stream…The \"forgotten\" SPAC businessPalantir has come up with a clever revenue growth strategy that combines upside in SPAC investments with long-term software servicing contracts. Palantir is committing investing capital to startups that look to finance growth and, in return, the company gets equity and a signed contract for the provision of its software platforms. I rarely see this business discussed, but it presents considerable valuation upside for Palantir. In Q3'21, the firm's total investments in startups summarized to $226.5M. Palantir only needs one big exit from one of these SPAC investments listed below to generate a massive windfall.Risks with PalantirThe biggest risk for shares of Palantir, as I see it, is continual selling pressure that is the result of a profound misunderstanding related to how the firm's business model works in practice. Palantir's business is evolving and progress is measurable and undeniable. The proof is in Palantir's improving free cash flow margin and accelerating (commercial) revenue growth. Revenues can only accelerate if more companies adopt Palantir's services. Customers are also growing their platform spend, meaning each customer that signs with Palantir is going to have a higher value for the firm in the future, unless they cancel their relationship of course. Since the business had a net customer add of 34 in Q3'21, there is no evidence that customers are unhappy with the services they receive. Palantir's total customer base increased at a massive 20% rate quarter over quarter in Q3'21, proving significant momentum in customer sign-ups.I am willing to change my opinion on Palantir if the firm's actual revenue growth rates and free cash flow margins drop below my estimates.Final thoughtsBased off of free cash flow estimates, which do not include pay-offs from SPAC divestments, shares of Palantir trade at 16 X FY 2025 projected free cash flow, assuming a 10 PP FCF margin improvement in the next four years. This margin improvement could result from the launch of new high-margin products like Foundry for Crypto, the accelerating roll-out of Foundry for Builders and higher product spend on a per-customer basis. It is a myth that Palantir is overvalued and the stock has considerable rebound potential in FY 2022!","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002672038,"gmtCreate":1642006876643,"gmtModify":1676533671158,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002672038","repostId":"1114732808","repostType":4,"isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914960576,"gmtCreate":1665158035295,"gmtModify":1676537566294,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914960576","repostId":"1182881749","repostType":2,"repost":{"id":"1182881749","pubTimestamp":1665128643,"share":"https://www.laohu8.com/m/news/1182881749?lang=&edition=full","pubTime":"2022-10-07 15:44","market":"us","language":"en","title":"Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?","url":"https://stock-news.laohu8.com/highlight/detail?id=1182881749","media":"Seeking Alpha","summary":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revi","content":"<html><head></head><body><h2>Summary</h2><ul><li>In January I presented target P/E ratios for the S&amp;P 500 and ETFs that track it. Here we revisit them.</li><li>We find a wide disparity in analysts&#39; consensus predictions for S&amp;P 500&#39;s 2022 earnings. We examine three different ones and see how they change the current P/E ratio.</li><li>But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbc9f9716a977d9f459b00d0a88a36f1\" tg-width=\"1080\" tg-height=\"721\" width=\"100%\" height=\"auto\"/><span>Sohel_Parvez_Haque/iStock via Getty Images</span></p><p>Back in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&amp;P 500 ETF (VOO), which tracks the S&amp;P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.</p><p>To do this I looked at what the historical P/E ratio of the S&amp;P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.</p><p>These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:</p><p><img src=\"https://static.tigerbbs.com/330f3e8db73f5aa179f1eb0a94a7ab29\" tg-width=\"915\" tg-height=\"348\" width=\"100%\" height=\"auto\"/></p><p>At the time I wrote that article, the price of the S&amp;P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.</p><p>As we all know, the S&amp;P 500 declined another 15% since that time. Now the S&amp;P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&amp;P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.</p><h3>S&amp;P 500 ETFs - 1 Month Total Return</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce00523a4d26817ea9bdd02fc6a2f3e1\" tg-width=\"640\" tg-height=\"221\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>So, with the third quarter now over, I thought this would be a good time to take another look at the S&amp;P 500&#39;s current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&amp;P 500 ETFs.</p><h2>Fastgraphs No Longer Reports S&amp;P 500 Data</h2><p>Since I wrote that January article, Fastgraphs is no longer reporting data for the S&amp;P 500, due, I was told, to the exorbitant price S&amp;P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&amp;P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&amp;P 500 to be used for analyses based on it.</p><p>Taking an average of the daily closing price of SPY and the S&amp;P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY&#39;s price does track the S&amp;P 500 very closely. You can convert an S&amp;P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:</p><p><b>SPY Price = S&amp;P 500 Price *.09949</b></p><p>You can calculate an S&amp;P 500 Price using the inverse formula:</p><p><b>S&amp;P 500 Price = SPY Price/.09949</b></p><p>I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&amp;P 500. It won&#39;t be exact, but it should be close enough, especially given how inexact the estimates are for any stock&#39;s future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.</p><p>Calculating Today&#39;s P/E Based on Fastgraph&#39;s Forward Earnings Estimate</p><p>Fastgraphs currently reports analysts&#39; estimates for the S&amp;P 500&#39;s 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.</p><p>Here is how SPY&#39;s Price looks as I write on 10/4/2022</p><p><b>SPY Valuation with Estimated VOO and S&amp;P 500 Prices 10/4/2022</b></p><p><img src=\"https://static.tigerbbs.com/a70acb74ae953c5f7b1185360fb5e82b\" tg-width=\"869\" tg-height=\"205\" width=\"100%\" height=\"auto\"/></p><p>Since I personally use VOO to invest in the S&amp;P 500, I use the conversion factor I had come up with in my previous article to convert the S&amp;P 500 price to a close approximation of VOO&#39;s price. That conversion formula is:</p><p><b>VOO Price = S&amp;P 500 Price * .0916</b></p><p>Based on the analysts&#39; estimates that SPY&#39;s earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&amp;P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:</p><p><b>Estimated Fair Value P/E Ratios Under Different Scenarios</b></p><p><img src=\"https://static.tigerbbs.com/9ae38180088c0fca6d2733109237b4b5\" tg-width=\"914\" tg-height=\"587\" width=\"100%\" height=\"auto\"/></p><p>As you can see, using these analysts&#39; earnings estimates, the S&amp;P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&amp;P 500 over the entire period from January 2003 to January of 2022, which was 17.68.</p><p>SPY and by extension the S&amp;P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.</p><p>So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&amp;P 500 ETF (IVV) that tracks the S&amp;P 500. The valuation is far better than it has been since most of the period since 2013.</p><p><b>SPY Price and Earnings 2002 until Now</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78fb6dda1a8cb0c9f27f84d54404e79e\" tg-width=\"640\" tg-height=\"443\" width=\"100%\" height=\"auto\"/><span>(fastgraphs.com)</span></p><h2>But Are These Forward Earnings Estimates Too Rosy?</h2><p>The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&amp;P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.</p><p><b>Current Analyst Forecasts for SPY Earnings from Fastgraphs</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2d4b0bcd3ddff1cc01565dc56171380\" tg-width=\"640\" tg-height=\"355\" width=\"100%\" height=\"auto\"/><span>fastgraphs.com</span></p><p>I found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&amp;P 500, the YRI S&amp;P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni&#39;s estimates along with the &#34;Analysts&#39; Consensus.&#34;</p><h2>Yardeni&#39;s Data Is Up-To-Date</h2><p>The report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts&#39; forecasts as reported in this most recent YRI S&amp;P 500 Forecast report.</p><p><b>Estimated 2022 S&amp;P 500 Earnings</b></p><p><img src=\"https://static.tigerbbs.com/0645366d7509d4c9316c56e516a798b0\" tg-width=\"911\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><p>Yardeni&#39;s report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.</p><p>As you can see, the Analysts&#39; Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni&#39;s own S&amp;P 500 growth forecast is only half of that, at 3.10%.</p><p>Plugging in the Analysts&#39; Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&amp;P 500&#39;s price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.</p><p><b>Current P/E Ratio Based on Yardeni-Reported Analysts&#39; Consensus</b></p><p><img src=\"https://static.tigerbbs.com/a136500fc44026d74e7702fb7552ab81\" tg-width=\"908\" tg-height=\"217\" width=\"100%\" height=\"auto\"/></p><p>The 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.</p><p>But recall that Yardeni&#39;s own estimate of S&amp;P 500 earnings growth is about half that of the analysts&#39; he cites. If we use the Yardeni estimate and the S&amp;P 500 level right now, we get this result.</p><p><b>Current P/E Ratio Based on Yardeni Research Estimate</b></p><p><img src=\"https://static.tigerbbs.com/045676def8729234e948699487e5caa1\" tg-width=\"835\" tg-height=\"222\" width=\"100%\" height=\"auto\"/></p><h2>More Modest Earnings Estimates Push Up the P/E Significantly</h2><p>As you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.</p><p>This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts&#39; estimates change and the consensus estimates from one data provider can be very different from that of another.</p><p>Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don&#39;t reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.</p><h2>Takeaways for Valuation-Guided Investors</h2><p>Keep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&amp;P 500 could surge.</p><p>Ignore any reporting that focuses on whether or not earnings beat &#34;beat analysts&#39; consensus.&#34; What is important is whether earnings are rising Year over Year for the quarter, and how analysts&#39; full year estimates change after a significant number of S&amp;P 500 companies have reported those quarterly earnings.</p><p>Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.</p><h2>How Useful are Any Valuations Derived from The Past 20 Years?</h2><p>Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.</p><p>We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.</p><p><b>Year End P/E ratios of the S&amp;P 500 from 1970 to 1981</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f3a7c5e745254a154c781c1b81bcdc6\" tg-width=\"521\" tg-height=\"723\" width=\"100%\" height=\"auto\"/><span>Source: www.multpl.com</span></p><p>Inflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&amp;P 500 that would yield a P/E of 8.0 would be somewhere around 1800.</p><p>No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&amp;P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don&#39;t try to call a bottom or let FOMO get you investing money that the price of the S&amp;P 500 was to drop precipitously would leave you without money you would need to spend.</p><p>Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&amp;P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.</p><p>If earnings crash and the S&amp;P 500&#39;s earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&amp;P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.</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>Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHave The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 15:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We...</p>\n\n<a href=\"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOO":"Vanguard标普500ETF",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544667-have-s-and-p-500-etfs-pe-ratios-dropped-into-the-buy-range","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182881749","content_text":"SummaryIn January I presented target P/E ratios for the S&P 500 and ETFs that track it. Here we revisit them.We find a wide disparity in analysts' consensus predictions for S&P 500's 2022 earnings. We examine three different ones and see how they change the current P/E ratio.But it may be misleading to use average P/E ratios that prevailed during periods over the past 20 years. If inflation persists, much lower ones might become common.Sohel_Parvez_Haque/iStock via Getty ImagesBack in January of this year, I published an article,Value-Based Price Targets For VOO Under Different Possible Scenarios, referring to the Vanguard S&P 500 ETF (VOO), which tracks the S&P 500 Index (SP500) very closely. Inthat article, I came up with price targets that would satisfy investors who take valuation into account.To do this I looked at what the historical P/E ratio of the S&P 500 had been through multi-year periods characterized by different market conditions that took place over the past 20 years. I used Fastgraphs to calculate the long-term average value P/E ratio for each period, and suggested that the P/E ratio that prevailed in each might be useful for determining valuations now based on your perception of which kind of market condition we might be in for the next several years.These are the four different Price/Earnings ratios that prevailed during four periods selected from the past 20 years that experienced very different market conditions:At the time I wrote that article, the price of the S&P 500 was at 4410, and its forward-looking P/E was 23.54. That was still very high in contrast to even the most optimistic conditions that had prevailed for multi-year periods, even after the significant share price drop that occurred at the beginning of January.As we all know, the S&P 500 declined another 15% since that time. Now the S&P 500 has experienced a bear market that recovered slightly, only to plunge again into bear territory, this stark division in sentiment between bulls and bears has led to increased price volatility for the ETFs that track the S&P 500. It has not been unusual to see them fluctuate 2% or more, up or down, on any given day.S&P 500 ETFs - 1 Month Total ReturnSeeking AlphaSo, with the third quarter now over, I thought this would be a good time to take another look at the S&P 500's current P/E ratio, to see if its price has, in fact, dropped into a range where it gives it a P/E ratio that would convince a valuation-driven investor to increase their allocation to shares of one of the major S&P 500 ETFs.Fastgraphs No Longer Reports S&P 500 DataSince I wrote that January article, Fastgraphs is no longer reporting data for the S&P 500, due, I was told, to the exorbitant price S&P Global charges for the index data for that single index. Instead, Fastgraphs now reports data for the SPDR S&P 500 Trust ETF (NYSEARCA:SPY) which it claims performs in a manner similar enough to the S&P 500 to be used for analyses based on it.Taking an average of the daily closing price of SPY and the S&P 500 over several months and calculating the average difference between the two, I was able to confirm that SPY's price does track the S&P 500 very closely. You can convert an S&P 500 price to a SPY price and get a very close approximation of the actual price at any given time using this formula:SPY Price = S&P 500 Price *.09949You can calculate an S&P 500 Price using the inverse formula:S&P 500 Price = SPY Price/.09949I used this same relationship to convert the earnings estimate reported for SPY into the corresponding earnings estimate for the S&P 500. It won't be exact, but it should be close enough, especially given how inexact the estimates are for any stock's future earnings and how much more inexact the estimates must be for an ETF holding over 500 stocks.Calculating Today's P/E Based on Fastgraph's Forward Earnings EstimateFastgraphs currently reports analysts' estimates for the S&P 500's 2022 earnings to be $22.61. Using that data, we get the following table showing what P/E ratio based on current earnings would correspond to historical fair values for the four very different market conditions we might encounter.Here is how SPY's Price looks as I write on 10/4/2022SPY Valuation with Estimated VOO and S&P 500 Prices 10/4/2022Since I personally use VOO to invest in the S&P 500, I use the conversion factor I had come up with in my previous article to convert the S&P 500 price to a close approximation of VOO's price. That conversion formula is:VOO Price = S&P 500 Price * .0916Based on the analysts' estimates that SPY's earnings for 2022 will come in at $22.61 we come up with these prices for VOO, SPY, and the S&P 500 that would generate the P/E ratios that prevailed during periods when the market displayed the following conditions:Estimated Fair Value P/E Ratios Under Different ScenariosAs you can see, using these analysts' earnings estimates, the S&P today would appear to be priced at a price lower than the historical average P/E ratio for periods when the market went through an extended period of stagnation. As reported in my earlier article, I came up with this P/E ratio by taking the average P/E ratio of the S&P 500 over the entire period from January 2003 to January of 2022, which was 17.68.SPY and by extension the S&P 500 and VOO also appear to be priced below the P/E that prevailed in the period several years after the Dot.com bust.So based solely on this, admittedly crude, valuation approximation, it would look like this would be a great time to buy into an ETF like SPY, VOO, or perhaps the iShares Core S&P 500 ETF (IVV) that tracks the S&P 500. The valuation is far better than it has been since most of the period since 2013.SPY Price and Earnings 2002 until Now(fastgraphs.com)But Are These Forward Earnings Estimates Too Rosy?The P/E ratio changes dramatically if the price remains the same while earnings fall. The earnings estimate for Year End 2022 reported by Fastgraphs now, based on Factset data, have actually risen from where they were in January when I wrote the earlier article. Back in January, analysts were predicting that S&P 500 earnings would grow by 12% in 2022. Now they appear to be assuming earnings growth of 13.46%.Current Analyst Forecasts for SPY Earnings from Fastgraphsfastgraphs.comI found it very hard to believe that these estimates were up-to-date. So I went to another useful source of information about the S&P 500, the YRI S&P 500 Earnings Forecast, published by Yardeni Research, which displays Yardeni's estimates along with the \"Analysts' Consensus.\"Yardeni's Data Is Up-To-DateThe report available online as I write this was just published on October 3, 2022, which is as fresh as you are going to get. I therefore give it more credence than forecast found in Fastgraphs. Here are Yardeni and Analysts' forecasts as reported in this most recent YRI S&P 500 Forecast report.Estimated 2022 S&P 500 EarningsYardeni's report tells us that the analyst consensus data used for that report comes from I/B/E/S data by Refinitiv.As you can see, the Analysts' Consensus reported by Yardeni is far less optimistic than the one displayed by Fastgraphs. It predicts earnings growth of only 7.30%. Yardeni's own S&P 500 growth forecast is only half of that, at 3.10%.Plugging in the Analysts' Consensus reported here into the spreadsheet I use to calculate target P/E ratios based on the S&P 500's price and earnings at any given time we come up with this up-to-date P/E ratio as of the time I am writing in the morning of October 4, 2022. I have also used the formulas given above to estimate the corresponding price of SPY and VOO.Current P/E Ratio Based on Yardeni-Reported Analysts' ConsensusThe 16.88 P/E ratio calculated here is slightly higher than the one we saw using Factset data reported by Fastgraphs. It is still lower than the historical average P/E that prevailed during a period following overvaluation following the dot.com bust.But recall that Yardeni's own estimate of S&P 500 earnings growth is about half that of the analysts' he cites. If we use the Yardeni estimate and the S&P 500 level right now, we get this result.Current P/E Ratio Based on Yardeni Research EstimateMore Modest Earnings Estimates Push Up the P/E SignificantlyAs you can see, the more pessimistic earnings estimate gives us a P/E ratio that is priced for a stagnant period without a crash, but not a period following overvaluation.This points out how fragile any P/E ratio you see reported really is if it incorporates forward looking estimates. Analysts' estimates change and the consensus estimates from one data provider can be very different from that of another.Take with a grain of salt, therefore, any P/E ratio you see reported for any ETF, as the only accurate P/E figures are those for past years when actual earnings can be used to compute the P/E ratio. ETF providers don't reveal the extent to which the current P/E ratios they report embody forward estimates or if they do, whose estimates they are using.Takeaways for Valuation-Guided InvestorsKeep a close eye on third quarter earnings reports and corporate forward guidance because if earnings are declining more than expected, the P/E ratio of the S&P 500 could surge.Ignore any reporting that focuses on whether or not earnings beat \"beat analysts' consensus.\" What is important is whether earnings are rising Year over Year for the quarter, and how analysts' full year estimates change after a significant number of S&P 500 companies have reported those quarterly earnings.Fastgraphs subscribers should be even more cautious. Though I have found Fastgraphs very helpful in the past when beginning my research into individual stocks, I have often been misled by those rosy P/E ratios forecast for the next year. Treat any P/E ratio you see as having a wide range around the number reported.How Useful are Any Valuations Derived from The Past 20 Years?Back testing and historical results drawn from a period of low inflation, stable prices, and historically well-below-average borrowing costs is going to be very misleading now that none of those characteristics describes the current market environment. That might mean that the P/E ratios that prevailed throughout the past 20 years might be less helpful than I originally thought back before the Ukraine war pushed inflation up to levels not seen in many decades.We know for a fact that the P/E ratios that prevailed during the 1970s were far lower than any of the targets derived from the past 20 years.Year End P/E ratios of the S&P 500 from 1970 to 1981Source: www.multpl.comInflation really took off at the beginning of 1974 with the Oil Crisis tripling the price of a gallon of gasoline. A look at the P/E ratios that prevailed during this inflationary period is sobering. At current earnings, the price of the S&P 500 that would yield a P/E of 8.0 would be somewhere around 1800.No one knows if the current inflationary period will persist. But knowing what the possibilities are, I recommend that if you want to build a position in any S&P 500 ETF the wisest choice is to dollar cost average. Make small buys every month. Don't try to call a bottom or let FOMO get you investing money that the price of the S&P 500 was to drop precipitously would leave you without money you would need to spend.Compared to the situation we had over the period surrounding COVID-19, the valuation of the S&P 500 looks a lot more reasonable. But it will only stay reasonable if earnings for the year come in at a level corresponding to one of these current estimates and if companies can continue growing their earnings at a modest annual rate.If earnings crash and the S&P 500's earnings for 2022 decrease from what they were in 2021, especially if companies issue downbeat forward guidance, the P/E ratio of the S&P 500 will shoot up. That will put it back into overvalued territory, using the historical average P/E ratio levels drawn from the past twenty years, even though its price has declined dramatically.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029131791,"gmtCreate":1652745600613,"gmtModify":1676535151954,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029131791","repostId":"2236384250","repostType":4,"repost":{"id":"2236384250","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":1652744255,"share":"https://www.laohu8.com/m/news/2236384250?lang=&edition=full","pubTime":"2022-05-17 07:37","market":"us","language":"en","title":"Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon","url":"https://stock-news.laohu8.com/highlight/detail?id=2236384250","media":"Reuters","summary":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several o","content":"<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</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>Buffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon</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\">\nBuffett's Berkshire Buys Citigroup and Several Other Stocks, Slashes Verizon\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\">2022-05-17 07:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett&#39;s conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.</p><p>In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a> Inc, chemicals and specialty materials company Celanese Corp, insurance holding company <a href=\"https://laohu8.com/S/MKL\">Markel Corp</a>, drug distributor McKesson Corp and <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a>, formerly known as ViacomCBS.</p><p>Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.</p><p>Berkshire also finally exited Wells Fargo &amp; Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.</p><p>Buffett&#39;s company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.</p><p>These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.</p><p>Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .</p><p>Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase &amp; Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.</p><p>Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, <a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>.</p><p>Berkshire also owns several companies specializing in Celanese&#39;s sectors.</p><p>Monday&#39;s filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.</p><p>Most large Berkshire investments are Buffett&#39;s. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.</p><p>At Berkshire&#39;s annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.</p><p>Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia&#39;s invasion of Ukraine.</p><p>&#34;I wish the rest of the world worked as well as our big oil companies,&#34; Berkshire Vice Chairman Charlie Munger said at the annual meeting.</p><p>More than three-fourths of Berkshire&#39;s $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C":"花旗","BK4207":"综合性银行","VZ":"威瑞森","CVX":"雪佛龙","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","BK4566":"资本集团"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236384250","content_text":"Berkshire Hathaway Inc on Monday said it added new investments in $Citigroup Inc(C-N)$ and several other companies in the first quarter, as Warren Buffett's conglomerate took advantage of volatile stock markets to invest $51.1 billion that had largely been sitting in cash.In a regulatory filing describing its U.S.-listed equity investments as of March 31, Berkshire reported new stakes in Ally Financial Inc, chemicals and specialty materials company Celanese Corp, insurance holding company Markel Corp, drug distributor McKesson Corp and Paramount Global, formerly known as ViacomCBS.Omaha, Nebraska-based Berkshire said it sold nearly all of an $8.3 billion stake in Verizon Communications Inc that it had amassed in late 2020.Berkshire also finally exited Wells Fargo & Co, a 33-year-old investment that Buffett soured on after finding it too slow to address revelations that employees had mistreated customers, including by opening unwanted accounts.Buffett's company ended March with $106.3 billion of cash and equivalents, down from a near-record $146.7 billion three months earlier, largely reflecting the new investments.These included previously disclosed stakes in Chevron Corp and Occidental Petroleum Corp, computer and printer maker HP Inc and video game maker Activision Blizzard Inc, the latter an arbitrage bet.Stock sales totaled $9.7 billion, and also included drugmakers AbbVie Inc and Bristol-Myers Squibb Co .Citigroup, where Berkshire invested nearly $3 billion, has embarked on a multiyear plan to boost performance and a share price that in recent years has lagged larger rivals JPMorgan Chase & Co and $Bank of America Corp(BAC-N)$, the latter a major Berkshire investment.Some investors have described Markel as a small-scale version of Berkshire, and Buffett in March committed $11.6 billion to buy another insurance holding company fitting that description, Alleghany Corp.Berkshire also owns several companies specializing in Celanese's sectors.Monday's filing does not say which investments were made by Buffett and his portfolio managers Todd Combs and Ted Weschler.Most large Berkshire investments are Buffett's. Stock prices often rise after Berkshire reveals new stakes because investors view the investments as a stamp of approval.At Berkshire's annual meeting on April 30, Buffett said investors were too focused on flashy stocks, causing markets at times to resemble a casino, allowing him to focus on stocks that Berkshire understands and which add value.Analysts have also viewed Chevron and Occidental as a way for Berkshire to benefit from rising oil prices following Russia's invasion of Ukraine.\"I wish the rest of the world worked as well as our big oil companies,\" Berkshire Vice Chairman Charlie Munger said at the annual meeting.More than three-fourths of Berkshire's $390.5 billion equity portfolio on March 31 was in American Express Co, Apple Inc, Bank of America, Chevron, Coca-Cola Co and Kraft Heinz Co. Berkshire owned 26.6% of Kraft Heinz.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9028527016,"gmtCreate":1653263392335,"gmtModify":1676535247717,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9028527016","repostId":"1162644158","repostType":4,"repost":{"id":"1162644158","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":1653259854,"share":"https://www.laohu8.com/m/news/1162644158?lang=&edition=full","pubTime":"2022-05-23 06:50","market":"us","language":"en","title":"Bear Market, GDP, and Davos: What to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1162644158","media":"Reuters","summary":"The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdr","content":"<html><head></head><body><p>The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.</p><p>For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world&#39;s top leaders face the most uncertain outlook for global cooperation in years.</p><p>A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&amp;P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.</p><p>The S&amp;P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&amp;P 500&#39;s first bear market since 2020.</p><p>On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.</p><p>A rash of U.S. economic data will also be closely watched by traders, particularly Thursday&#39;s second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.</p><p>Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve&#39;s preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.</p><p>Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&amp;P Retail ETF (XRT) fell over 9% last week.</p><p>“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another &#39;C,&#39; compressing profit margins from big retailers.”</p><p>“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”</p><p>Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick&#39;s Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.</p><p>&#34;Unfortunately there&#39;s no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.&#34;</p><p>A lackluster earnings season is winding down. S&amp;P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.</p><p>As of Friday, 95% of the companies in the S&amp;P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.</p><p><b>Economic calendar</b></p><p>Monday: Chicago Fed National Activity Index, April (0.44 during prior month)</p><p>Tuesday: S&amp;P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&amp;P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&amp;P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)</p><p>Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4</p><p>Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)</p><p>Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)</p><p><b>Earnings calendar</b><img src=\"https://static.tigerbbs.com/c03112e83e14b0595f63b07b7c089c4f\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/>Monday</p><p>Before market open: No notable reports scheduled for release.</p><p>After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)</p><p>Tuesday</p><p>Before market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)</p><p>After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)</p><p>Wednesday</p><p>Before market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)</p><p>After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)</p><p>Thursday</p><p>Before market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)</p><p>After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)</p><p>Friday</p><p>Before market open: Big Lots (BIG), Pinduodo (PDD)</p><p>After market close: No notable reports scheduled for release.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bear Market, GDP, and Davos: What to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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\">\nBear Market, GDP, and Davos: What to Watch This Week\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\">2022-05-23 06:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.</p><p>For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world&#39;s top leaders face the most uncertain outlook for global cooperation in years.</p><p>A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&amp;P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.</p><p>The S&amp;P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&amp;P 500&#39;s first bear market since 2020.</p><p>On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.</p><p>A rash of U.S. economic data will also be closely watched by traders, particularly Thursday&#39;s second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.</p><p>Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve&#39;s preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.</p><p>Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&amp;P Retail ETF (XRT) fell over 9% last week.</p><p>“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another &#39;C,&#39; compressing profit margins from big retailers.”</p><p>“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”</p><p>Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick&#39;s Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.</p><p>&#34;Unfortunately there&#39;s no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.&#34;</p><p>A lackluster earnings season is winding down. S&amp;P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.</p><p>As of Friday, 95% of the companies in the S&amp;P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.</p><p><b>Economic calendar</b></p><p>Monday: Chicago Fed National Activity Index, April (0.44 during prior month)</p><p>Tuesday: S&amp;P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&amp;P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&amp;P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)</p><p>Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4</p><p>Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)</p><p>Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)</p><p><b>Earnings calendar</b><img src=\"https://static.tigerbbs.com/c03112e83e14b0595f63b07b7c089c4f\" tg-width=\"1800\" tg-height=\"1430\" referrerpolicy=\"no-referrer\"/>Monday</p><p>Before market open: No notable reports scheduled for release.</p><p>After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)</p><p>Tuesday</p><p>Before market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)</p><p>After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)</p><p>Wednesday</p><p>Before market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)</p><p>After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)</p><p>Thursday</p><p>Before market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)</p><p>After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)</p><p>Friday</p><p>Before market open: Big Lots (BIG), Pinduodo (PDD)</p><p>After market close: No notable reports scheduled for release.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162644158","content_text":"The global business elite will gather in the mountains of Davos, Switzerland this week amid a backdrop of turbulent markets and an uncertain economic outlook.For the first time in over two years, CEOs, politicians, and billionaires are set to congregate at the World Economic Forum following a pandemic-induced hiatus. Russia’s war in Ukraine, the COVID-19 pandemic, and worries of economic gloom will be among the key topics discussed, as the world's top leaders face the most uncertain outlook for global cooperation in years.A top-of-mind issue for many Davos attendees will no doubt be recent turbulence in financial markets, as the S&P 500 just completed its seventh consecutive week of losses, the longest streak since 2001. The benchmark index has fallen seven weeks in a row only twice since 1980, according to market data.The S&P 500 slid into bear market territory — defined as a 20% drop from recent highs — intraday on Friday, but a late afternoon rally prevented a close below this line. In the week ahead, traders will keep and eye on 3,837.24, with a close below this level confirming the S&P 500's first bear market since 2020.On the economic front, minutes from the Federal Reserve’s May 4 meeting are set for release on Wednesday, and are expected to give investors a better picture of where policymakers see interest rates headed in 2022. Uncertainty around the pace and magnitude of the Federal Reserve’s rate hiking cycle has pressured equity markets, with investors bracing for an economic slowdown as signs emerge that inflation is becoming entrenched in pockets of the economy.A rash of U.S. economic data will also be closely watched by traders, particularly Thursday's second estimate of first quarter GDP growth. The nation’s gross domestic product – the broadest measure of economic activity – contracted at an annualized rate of 1.4% between January and March as lingering supply chain imbalances, inflation, and disruptions from war in Eastern Europe weighed on growth. The updated estimate is expected to show a revised contraction of 1.3%, according to Bloomberg estimates.Elsewhere on the economic calendar, the Bureau of Economic Analysis is scheduled to release a fresh read on its monthly personal consumption expenditures (PCE). PCE, the Federal Reserve's preferred inflation measure, will offer markets the latest look at how quickly prices are increasing across the country. Economists expect PCE to slightly abate, registering a monthly climb of 0.2% in April, down from last month’s reading of 0.9%, according to Bloomberg data. The reading would still mark the 17th consecutive monthly increase and mark a 6.2% increase in the index compared to last year.Corporate earnings also remain in focus after big box retailers Walmart (WMT) and Target (TGT) spooked investors last week, as the retailers cut forecasts and told investors their inventory channels had become bloated. Target erased a quarter of its market value, and Walmart shares fell 20% – the biggest declines since the 1987 crash. The companies also dragged down the overall retail sector along with them — the SPDR S&P Retail ETF (XRT) fell over 9% last week.“Investors have been struggling with the three ‘Cs’ so far this year: central banks, conflict in Ukraine, and China’s recurring shutdowns,” Brian Jacobsen, senior investment strategist at Allspring Global Investments said. “This past week we had to add another 'C,' compressing profit margins from big retailers.”“There was bound to be some payback from the pandemic-induced profit surge a lot of companies experienced, but that payback might be bigger than originally thought,” Jacobsen noted. “Businesses have to deal with higher input costs, consumers crimped by high prices, and shifting spending patterns.”Reports from more retailers are underway next week, with results due out from names including Macy’s (M), Dick's Sporting Goods (DKS), and Ulta Beauty (ULTA). The results are likely to provide more clarity to investors on the state of U.S. consumers and resilience of corporate profits in the face of persistent inflation.\"Unfortunately there's no safe haven,” ER Shares chief operating officer Eva Ados told Yahoo Finance Live. “When we see the news that came out of consumer discretionary and staples, that shows the struggles that companies have regardless of their size, and ironically, these are the sectors – staples and consumer discretionary – that are viewed as safe havens in a bad economic market.\"A lackluster earnings season is winding down. S&P 500 companies reporting results for the first quarter have seen the largest negative price reaction to positive earnings per share surprises since 2011, according to data from FactSet.As of Friday, 95% of the companies in the S&P 500 have reported earnings for the first quarter, with 77% reflecting actual earnings per share above the mean EPS estimate. However, companies that have reported positive earnings surprises have seen an average price decrease of 0.5% two days before the earnings release through two days after the earnings release, per FactSet. This percentage decrease is well below the five-year average price increase of 0.8% during this same window for companies reporting positive earnings surprises.Economic calendarMonday: Chicago Fed National Activity Index, April (0.44 during prior month)Tuesday: S&P Global US Manufacturing PMI, May preliminary (57.8 expected, 59.2 during prior month); S&P Global US Services PMI, May preliminary (55.5 expected, 55.6 during prior month); S&P Global US Composite PMI, May preliminary (55.5 expected, 56.0 during prior month); Richmond Fed Manufacturing Index, May (12 expected, 14 during prior month); New Home Sales, April (750,000 expected, 763,000 during prior month); New Home Sales, month-over-month, April (-1.7%, -8.6% during prior month)Wednesday: MBA Mortgage Applications, week ended May 20 (-11.0% during prior week); Durable goods orders, April preliminary (0.6% expected, 1.1% during prior month); Durables excluding transportation, April preliminary (0.6% expected, 1.4% during prior month); Non-defense capital goods orders excluding aircraft, April preliminary (0.5% expected, 1.3% during prior month) Non-defense capital goods shipments excluding aircraft, April preliminary (0.5% expected, 0.4%during prior month); FOMC Meeting Minutes, May 4Thursday: GDP Annualized, quarter-over-quarter, 1Q second (-1.3% expected, -1.4% prior); Personal Consumption, quarter-over-quarter, 1Q second (2.8% expected, 2.7% prior); GDP Price Index, quarter-over-quarter, 1Q second (8.0% expected, 8.0% prior); Core PCE, quarter-over-quarter, 1Q second (5.2% expected, 5.2% prior); Initial Jobless Claims, week ended May 21 (210,000 expected, 218,000 during prior week); Continuing Claims, week ended May 14 (1.310 million expected, 1.317 million during prior week); Pending Home Sales, month-over-month, April (-1.9% expected, -1.2% during prior month); Pending Home Sales NSA, year-over-year, April (-8.9% during prior month); Kansas City Fed Manufacturing Index, May (20 expected, 25 during prior month)Friday: Advance Goods Trade Balance, April (-$114.8 billion expected, -$125.3 billion during prior month, revised to -$127.1 billion); Wholesale Inventories, month-over-month, April preliminary (2.0% expected, 2.3% during previous month), Personal Income, month-over-month, April (0.5% expected, 0.5% during prior month); Personal Spending, month-over-month, April (0.6% expected, 1.1% during prior month); Real Personal Spending, month-over-month, April (0.5% expected, 0.2% during prior month); Retail Inventories, month-over-month, April (2.0% during prior month); PCE Deflator, month-over-month, April (0.2% expected, 0.9% during prior month); PCE Deflator, year-over-year, April (6.2% expected, 6.6% during prior month); PCE Core Deflator, month-over-month, April (0.3% expected, 0.3% during prior month); PCE core deflator, year-over-year, April (4.9% expected, 5.2% during prior month); University of Michigan Sentiment, May final (59.1 expected, 59.1 during prior month); University of Michigan Current Conditions, May final (63.6 during prior month); University of Michigan Expectations, May final (56.3 during prior month); University of Michigan 1-Year Inflation, May final (5.4% during prior month); University of Michigan 5-10-Year Inflation, May final (3.0% during prior month)Earnings calendarMondayBefore market open: No notable reports scheduled for release.After market close: Zoom Video Communications (ZM), Advance Auto Parts (AAP), Nordson (NDSN)TuesdayBefore market open: Autozone (AZO), Best Buy (BBY), Abercrombie and Fitch (ANF), Ralph Lauren (RL), Petco (WOOF)After market close: Nordstrom (JWN), Agilent Technologies (A), Toll Brothers (TOL)WednesdayBefore market open: Dick’s Sporting Goods (DKS), Express (EXPR), Bank of Montreal (BMO)After market close: Nvidia (NDA), Box (BOX), Nutanix (NTNX)ThursdayBefore market open:, Macy’s (M), Dollar Tree (DLTR), Dollar General (DG), Ulta Beauty (ULTA), Lions Gate (LGF), VMware (VMW), Alibaba (BABA), Burlington Stores (BURL), Jack in the Box (JACK), Buckle (BKE)After market close: Costco (COST), Dell Technologies (DELL), Gap (GPS), Autodesk (ADSK), Workday (WDAY), Sumo Logic (SUMO), American Eagle Outfitters (AEO)FridayBefore market open: Big Lots (BIG), Pinduodo (PDD)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029138343,"gmtCreate":1652745610182,"gmtModify":1676535151965,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029138343","repostId":"1181524715","repostType":4,"repost":{"id":"1181524715","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":1652709843,"share":"https://www.laohu8.com/m/news/1181524715?lang=&edition=full","pubTime":"2022-05-16 22:04","market":"us","language":"en","title":"Hot Chinese ADRs Continued to Jump in Morning Trading, with iQiyi Rising Over 13% and Nio Rising Over 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181524715","media":"Tiger Newspress","summary":"Hot Chinese ADRs continued to jump in morning trading, with iQiyi rising over 13% and Nio rising ove","content":"<html><head></head><body><p>Hot Chinese ADRs continued to jump in morning trading, with iQiyi rising over 13% and Nio rising over 3%.<img src=\"https://static.tigerbbs.com/1875f73fcb532984f4bbb29327efcdfa\" tg-width=\"318\" tg-height=\"281\" width=\"100%\" height=\"auto\"/></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>Hot Chinese ADRs Continued to Jump in Morning Trading, with iQiyi Rising Over 13% and Nio Rising Over 3%</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\">\nHot Chinese ADRs Continued to Jump in Morning Trading, with iQiyi Rising Over 13% and Nio Rising Over 3%\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\">2022-05-16 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs continued to jump in morning trading, with iQiyi rising over 13% and Nio rising over 3%.<img src=\"https://static.tigerbbs.com/1875f73fcb532984f4bbb29327efcdfa\" tg-width=\"318\" tg-height=\"281\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IQ":"爱奇艺"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181524715","content_text":"Hot Chinese ADRs continued to jump in morning trading, with iQiyi rising over 13% and Nio rising over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093718732,"gmtCreate":1643706436114,"gmtModify":1676533846763,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Need to hold","listText":"Need to hold","text":"Need to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093718732","repostId":"1197842729","repostType":2,"repost":{"id":"1197842729","pubTimestamp":1643674410,"share":"https://www.laohu8.com/m/news/1197842729?lang=&edition=full","pubTime":"2022-02-01 08:13","market":"us","language":"en","title":"Is Palantir's Stock Too Cheap? Guy Adami Thinks So","url":"https://stock-news.laohu8.com/highlight/detail?id=1197842729","media":"Benzinga","summary":"Palantir Technologies Inc is down more than 60% over the past year and nearly 25% this month alone. ","content":"<html><head></head><body><p>Palantir Technologies Inc is down more than 60% over the past year and nearly 25% this month alone. That&#39;s a pretty downbeat start to 2022 for the data analytics company, but Private Advisor Group&#39;s Guy Adami thinks patient investors will be rewarded.</p><p>&#34;Data is the new oil,&#34; Adami said Monday on CNBC&#39;s &#34;Fast Money.&#34;</p><p>&#34;They&#39;re in the midst of it ... and I just don&#39;t think people fully understand.&#34;</p><p>He noted the stock was off to a great start in 2021 but ended up getting caught up in the WallStreetBets frenzy. Members of the popular subreddit banded together and sent stocks such as GameStop Corp. and AMC Entertainment Holdings Inc soaring.</p><p>Adami thinks Palantir&#39;s involvement was detrimental for the stock longer-term, which seems clear when looking at its performance over the past year.</p><p>He expects the company to expand its offerings for medium-sized businesses, which will ultimately improve margins.</p><p>&#34;I think this stock with a 13 handle is just too cheap in this environment,&#34; Adami said.</p><p>From Last Week: This Is What Whales Are Betting On Palantir Technologies</p><p>PLTR Price Action: Palantir has traded as low as $11.75 and as high as $39.22 over a 52-week period.</p><p>The stock was up 1.09% in after-hours trading at $13.86 Monday at publication.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir's Stock Too Cheap? Guy Adami Thinks So</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 Palantir's Stock Too Cheap? Guy Adami Thinks So\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25326401/is-palantirs-stock-too-cheap-guy-adami-thinks-so><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc is down more than 60% over the past year and nearly 25% this month alone. That's a pretty downbeat start to 2022 for the data analytics company, but Private Advisor Group's ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25326401/is-palantirs-stock-too-cheap-guy-adami-thinks-so\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25326401/is-palantirs-stock-too-cheap-guy-adami-thinks-so","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197842729","content_text":"Palantir Technologies Inc is down more than 60% over the past year and nearly 25% this month alone. That's a pretty downbeat start to 2022 for the data analytics company, but Private Advisor Group's Guy Adami thinks patient investors will be rewarded.\"Data is the new oil,\" Adami said Monday on CNBC's \"Fast Money.\"\"They're in the midst of it ... and I just don't think people fully understand.\"He noted the stock was off to a great start in 2021 but ended up getting caught up in the WallStreetBets frenzy. Members of the popular subreddit banded together and sent stocks such as GameStop Corp. and AMC Entertainment Holdings Inc soaring.Adami thinks Palantir's involvement was detrimental for the stock longer-term, which seems clear when looking at its performance over the past year.He expects the company to expand its offerings for medium-sized businesses, which will ultimately improve margins.\"I think this stock with a 13 handle is just too cheap in this environment,\" Adami said.From Last Week: This Is What Whales Are Betting On Palantir TechnologiesPLTR Price Action: Palantir has traded as low as $11.75 and as high as $39.22 over a 52-week period.The stock was up 1.09% in after-hours trading at $13.86 Monday at publication.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008323720,"gmtCreate":1641366011568,"gmtModify":1676533606581,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Up&nbsp;","listText":"Up&nbsp;","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008323720","repostId":"1178839494","repostType":2,"repost":{"id":"1178839494","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":1641335015,"share":"https://www.laohu8.com/m/news/1178839494?lang=&edition=full","pubTime":"2022-01-05 06:23","market":"hk","language":"en","title":"Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178839494","media":"Benzinga","summary":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakn","content":"<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</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>Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?</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\">\nCharlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-05 06:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178839494","content_text":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.What Happened:The Charlie Munger-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.Daily Journal also has positions in U.S. financial services firms Bank of America Corp.,US Bancorp and Wells Fargo & Company, as well as South Korean steel giant POSCO.Why It's Important:Munger is billionaire investor Warren Buffett's right-hand man and the vice chairman of Berkshire Hathaway Inc..The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.For Daily Journal, Alibaba could turn out to be a bargain buy.The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.BABA Price Action:Alibaba ended Tuesday's session down 0.7% at $119.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959164318,"gmtCreate":1672931902934,"gmtModify":1676538759588,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Will drop again","listText":"Will drop again","text":"Will drop again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959164318","repostId":"2300426552","repostType":2,"repost":{"id":"2300426552","pubTimestamp":1672926751,"share":"https://www.laohu8.com/m/news/2300426552?lang=&edition=full","pubTime":"2023-01-05 21:52","market":"us","language":"en","title":"Down 30%, Apple Stock Is Still Risky","url":"https://stock-news.laohu8.com/highlight/detail?id=2300426552","media":"Motley Fool","summary":"Are Apple's pandemic-era profits sustainable? That's the 2-trillion-dollar question.","content":"<html><head></head><body><p><b>Apple</b> stock didn&#39;t start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.</p><p>Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company&#39;s market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.</p><h2>Pandemic tailwinds are gone</h2><p>While it wasn&#39;t clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.</p><p>Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.</p><p>Demand for Apple&#39;s products may hold up better than the broader markets in which they compete, given the company&#39;s strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple&#39;s products.</p><p>If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple&#39;s results. The company does have the benefit of a large and growing services segment, but it&#39;s unclear how much profit products like Apple TV+ contribute.</p><p>With Apple stock slumping over the past year, the stock market seems to be betting that the company&#39;s pandemic-era growth is going to stall out or reverse.</p><h2>Not as cheap as it looks</h2><p>If you take Apple&#39;s net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn&#39;t seem unreasonable given Apple&#39;s dominant market share and incredible profit margins.</p><p>But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there&#39;s going to be some sort of reckoning in 2023.</p><p>Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple&#39;s revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company&#39;s results will hold up.</p><p>If you assume Apple&#39;s net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.</p><p>It&#39;s not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock&#39;s decline could be getting started.</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>Down 30%, Apple Stock Is Still Risky</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\">\nDown 30%, Apple Stock Is Still Risky\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 21:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.fool.com/investing/2023/01/04/down-30-apple-stock-is-still-risky/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2300426552","content_text":"Apple stock didn't start off 2023 on a positive note. Shares of the tech giant slumped on Tuesday following reports that the company had cut orders for MacBooks, Apple Watches, and AirPods. If those reports are accurate, Apple could be adjusting for lower-than-expected demand.Shares of Apple are now down a bit more than 30% from their all-time high reached at the start of 2022, and the company's market capitalization has fallen below $2 trillion. While this big decline may have some investors salivating at the prospect of picking up shares on the cheap, Apple stock is far riskier than it appears.Pandemic tailwinds are goneWhile it wasn't clear at the beginning of the COVID-19 pandemic how Apple would be affected, demand for its products has soared. Revenue surged 33% in fiscal 2021, which ended in September of that year, and rose another 8% in fiscal 2022. Profits have also exploded. The company earned net income of $99.8 billion in fiscal 2022, up from $57.4 billion in fiscal 2020.Is this the new normal for Apple? Probably not. Companies that saw booming demand during the pandemic are now, generally speaking, seeing that demand unwind to a degree. The PC market, in which Apple competes with its MacBooks, was on fire in 2020 and 2021. Then demand unexpectedly fell off a cliff. Global PC shipments tumbled nearly 20% year over year in the third quarter of 2022.Demand for Apple's products may hold up better than the broader markets in which they compete, given the company's strong brand and pricing power. But Apple is certainly not going to be immune from this downturn. Not many consumers are going to switch from iPhones to Android devices, but some may push back upgrades. Customers looking to cut down on spending can easily defer purchases of all of Apple's products.If the average iPhone upgrade cycle were to increase by a few months, that would have a significant impact on Apple's results. The company does have the benefit of a large and growing services segment, but it's unclear how much profit products like Apple TV+ contribute.With Apple stock slumping over the past year, the stock market seems to be betting that the company's pandemic-era growth is going to stall out or reverse.Not as cheap as it looksIf you take Apple's net income from fiscal 2022 and use it to calculate a price-to-earnings ratio, Apple stock trades for just under 20 times earnings. That doesn't seem unreasonable given Apple's dominant market share and incredible profit margins.But are those profits sustainable? If pandemic-era demand is in the process of unwinding, it would stand to reason that Apple is going to have trouble preventing the bottom line from declining at least somewhat. If demand was pulled forward over the past two years, there's going to be some sort of reckoning in 2023.Analysts are predicting essentially flat per-share earnings and barely any revenue growth in fiscal 2023 for Apple, but that may be overly optimistic. The last time Apple went through a recession, excluding the brief pandemic-driven one in 2020, the company was tiny in comparison. Apple's revenue in 2008 was just $32.5 billion, and the iPhone was just a year old. In its current form as a mega tech company, Apple has not been through a real recession before. No one knows how the company's results will hold up.If you assume Apple's net income will fall back to fiscal 2020 levels, the price-to-earnings ratio is more like 35. That may be overly pessimistic, but it also may not be. Again, uncertainty is through the roof right now. What seems very unlikely, though, is any sort of meaningful profit growth in 2023 for Apple.It's not clear whether Apple stock is reasonably priced or expensive because demand for its products and the trajectory of its revenue and profits are all wildcards. If Apple does see demand tumble this year, the stock's decline could be getting started.","news_type":1},"isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935844267,"gmtCreate":1663074429960,"gmtModify":1676537196875,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935844267","repostId":"2265996520","repostType":2,"repost":{"id":"2265996520","weMediaInfo":{"introduction":"Everything about China's Innovation","home_visible":1,"media_name":"Pandaily","id":"1045030379","head_image":"https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544"},"pubTimestamp":1662474280,"share":"https://www.laohu8.com/m/news/2265996520?lang=&edition=full","pubTime":"2022-09-06 22:24","market":"hk","language":"en","title":"Baidu AI Cloud Releases New Generation Cloud Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=2265996520","media":"Pandaily","summary":"\nBaidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the \"Integration of Cloud and Intelligence, Deepening the Industry\" and \"Integration of Cloud and Intelligence 3.0\".\n","content":"<html><body><div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.</p>\n<p>Dou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “</p>\n<p>In the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&amp;D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.</p>\n<figure><img height=\"1040\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg\" srcset=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg 2000w, https://assets.pandaily.com/uploads/2022/09/2-14-150x78.jpg 150w, https://assets.pandaily.com/uploads/2022/09/2-14-1536x799.jpg 1536w\" width=\"2000\"/><figcaption>(Source: Baidu)</figcaption></figure>\n<p>With the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.</p>\n<p><strong>SEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3</strong></p>\n<p>At the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.</p>\n<p> At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.</p> </div></body></html>","source":"pandaily_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu AI Cloud Releases New Generation Cloud Strategy</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\">\nBaidu AI Cloud Releases New Generation Cloud Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1045030379\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/aea029d3817be732c49c2a6b4e47b544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Pandaily </p>\n<p class=\"h-time\">2022-09-06 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.</p>\n<p>Dou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “</p>\n<p>In the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&amp;D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.</p>\n<figure><img height=\"1040\" loading=\"lazy\" sizes=\"(max-width: 2000px) 100vw, 2000px\" src=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg\" srcset=\"https://assets.pandaily.com/uploads/2022/09/2-14.jpg 2000w, https://assets.pandaily.com/uploads/2022/09/2-14-150x78.jpg 150w, https://assets.pandaily.com/uploads/2022/09/2-14-1536x799.jpg 1536w\" width=\"2000\"/><figcaption>(Source: Baidu)</figcaption></figure>\n<p>With the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.</p>\n<p><strong>SEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3</strong></p>\n<p>At the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.</p>\n<p> At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.</p> </div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://assets.pandaily.com/uploads/2022/09/1-13.jpg","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4017":"黄金","BK4528":"SaaS概念","BK4023":"应用软件","BK1575":"同股不同权","BK4570":"地缘局势概念股","BK4531":"中概回港概念","QNETCN":"纳斯达克中美互联网老虎指数","NGD":"New Gold","BK1588":"回港中概股","BK4535":"淡马锡持仓","AI":"C3.ai, Inc.","BK4543":"AI","BK4077":"互动媒体与服务","BK4526":"热门中概股","BK4579":"人工智能","BK1587":"次新股","BK4552":"Archegos爆仓风波概念","09888":"百度集团-SW","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK1095":"互动媒体与服务","BK4504":"桥水持仓","BIDU":"百度"},"source_url":"https://pandaily.com/baidu-ai-cloud-releases-new-generation-cloud-strategy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265996520","content_text":"At the 2022 Intelligent Economy Summit held on September 6, Baidu AI Cloud, an intelligent cloud computing brand under Chinese technology giant Baidu, released a new strategy consisting of the “Integration of Cloud and Intelligence, Deepening the Industry” and “Integration of Cloud and Intelligence 3.0”.\nDou Shen, executive vice president of Baidu and chief of Baidu AI Cloud, said at the forum: “Aside from Baidu, there is no other cloud service provider in China that has such leading technologies developed in-house, nor similar products nor an ecology in every field of cloud services. Baidu has Kunlun chip in the AI IaaS (infrastructure as a service) field and PaddlePaddle, a deep learning framework, and Wenxin, a machine learning model in AI PaaS (platform as a service) field. These three products make Baidu, form a closed-loop intelligent path of “chip – framework – model – industry application”, which truly achieves end-to-end optimization. “\nIn the AI IaaS field of Integration of Cloud and Intelligence 3.0, Baidu‘s self-developed AI chip Kunlun (2nd generation) has been deployed in Baidu‘s search engine, automated driving, video streaming platform iQIYI and other businesses, as well as customers in financial and industrial fields. As a 7-nm general GPU, the performance of Kunlun (2nd generation) is up to 3 times higher than that of the 1st generation, and its cost performance is better than that of foreign products of the same level. In terms of industrial quality inspection, the chip has been able to replace foreign-made chips and reduce costs by as much as 65%. At present, Kunlun (3rd generation) is already under R&D and it is expected to be mass-produced in 2024. The chip will become a substitute product for domestic high-end demand.\n(Source: Baidu)\nWith the support of Kunlun, Baidu AI Cloud’s AI heterogeneous computing platform Baige has been upgraded to version 2.0, which closely follows the needs of industrial intelligent development and overall improved AI computing power. Through the application of Baige 2.0, the training efficiency of drug protein structure prediction models has been improved twofold, and the iteration period of mass-produced automated driving vehicles is shortened from months to weeks.\nSEE ALSO: Baidu’s Robin Li: Next Commercial Stage of Autonomous Driving Is L4, Not L3\nAt the conference, Baidu AI Cloud launched the 1.0 version of its Intelligent Computing Center. It supports large-scale training, consumes low amounts of energy but offers high performance operations, and should meet the development needs of advanced science and technology industries such as “city brain,” life sciences and automated driving in local cities.\n At the forum, Baidu AI Cloud released the automobile cloud for the first time, which covers three levels of the automobile manufacturing industry: automobile enterprise, network connections and supply chain collaboration. It aims to solve digital application problems including automobile production, automated driving tests and supply chain management.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933397316,"gmtCreate":1662218315535,"gmtModify":1676537019735,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933397316","repostId":"1118605744","repostType":2,"repost":{"id":"1118605744","pubTimestamp":1662163935,"share":"https://www.laohu8.com/m/news/1118605744?lang=&edition=full","pubTime":"2022-09-03 08:12","market":"us","language":"en","title":"Can Disney and the Cybertruck Transform TSLA Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=1118605744","media":"InvestorPlace","summary":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual foot","content":"<html><head></head><body><ul><li><b>Disney’s</b>new<i>She-Hulk</i> series has mentioned the <b>Tesla</b>(<b><u>TSLA</u></b>) Cybertruck.</li><li>The episode shows no actual footage of the vehicle, though.</li><li>Tesla has not issued any new updates, although the mention has sparked social media interest.</li></ul><p>Fans awaiting news of the <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new <b>Disney</b>(NYSE:<b><u>DIS</u></b>) series <i>She-Hulk: Attorney at Law</i>. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.</p><p>TSLA stock has been trending downward all day but that is due to broad market forces. The <b>Nasdaq Composite</b> closed down 1% and many EV stocks are also struggling. Both <b>Lucid</b>(NASDAQ:<b><u>LCID</u></b>) and <b>Rivian</b>(NASDAQ:<b><u>RIVN</u></b>) struggled as the sector struggles against negative market momentum.</p><p>However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.</p><p><b>TSLA Stock in a Post-Cybertruck World</b></p><p>It’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.</p><p>If that preorder rally keeps rising, Tesla could profit even more.</p><p>Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:</p><blockquote>World’s biggest die casting machinepic.twitter.com/MegnFPKQfh</blockquote><blockquote>— Tesla (@Tesla)February 5, 2021</blockquote><p>It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.</p><p><b>What Comes Next</b></p><p>The bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention on<i>She-Hulk</i>proves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.</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>Can Disney and the Cybertruck Transform TSLA Stock?</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 Disney and the Cybertruck Transform TSLA Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked ...</p>\n\n<a href=\"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/09/can-disney-and-the-cybertruck-transform-tsla-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118605744","content_text":"Disney’snewShe-Hulk series has mentioned the Tesla(TSLA) Cybertruck.The episode shows no actual footage of the vehicle, though.Tesla has not issued any new updates, although the mention has sparked social media interest.Fans awaiting news of the Tesla(NASDAQ:TSLA) Cybertruck didn’t get any company updates this week. The futuristic electric vehicle has sparked plenty of discussion today, though. It received an unexpected mention from the new Disney(NYSE:DIS) series She-Hulk: Attorney at Law. In the third episode of the first season, an attorney takes a call from a client who mentions his Cybertruck being towed. While Tesla is not explicitly mentioned, Cybertruck is a name coined and owned by Tesla. This news hasn’t affected TSLA stock, but it has set the internet buzzing. Fans are still anxiously speculating what the mention means for the Cybertruck release.TSLA stock has been trending downward all day but that is due to broad market forces. The Nasdaq Composite closed down 1% and many EV stocks are also struggling. Both Lucid(NASDAQ:LCID) and Rivian(NASDAQ:RIVN) struggled as the sector struggles against negative market momentum.However, previous Cybertruck updates have helped TSLA stock rise in the past. Let’s take a look at what this could mean for the company.TSLA Stock in a Post-Cybertruck WorldIt’s no secret that the Cybertruck has amassed an impressive following before even hitting the road. Its popularity is a testament to the influence and power of Elon Musk. In early 2022, it ranked alongside the Tesla Roadster as one of the most widely searched EVs in the world.If that preorder rally keeps rising, Tesla could profit even more.Of course, there’s always the question of supply keeping pace with demand. But Tesla has been working hard to prove that it won’t be held back by supply chain constraints or by labor shortages. In June 2022, TSLA stock rose on news that the company had purchased a large scale Giga Press, which Musk confirmed would be used to build the Cybertruck. In a tweet, the company highlighted the device’s power and size:World’s biggest die casting machinepic.twitter.com/MegnFPKQfh— Tesla (@Tesla)February 5, 2021It seems that Tesla is well-equipped to meet the growing demand for the Cybertruck. Additionally, the company seems committed to keeping its promise and releasing the Cybertruck in 2023. Recently, a Tesla fan blog reported seeing a Cybertruck prototype being tested in California.What Comes NextThe bottom line regarding the Cybertruck is that is has become a cultural icon without even being released. Its mention onShe-Hulkproves that. It’s likely that other media outlets may follow Disney’s lead and mention the Cybertruck, as it clearly delighted fans. All this positive momentum will only help boost TSLA stock as the company moves closer to actually debuting the Cybertruck, a catalyst that promises to send it soaring.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902869689,"gmtCreate":1659670110644,"gmtModify":1705041418051,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"How to make a good China company share drops?&nbsp;Just use a same tactics, to release a fake news or threatening statement is good&nbsp;enough to create fear and panic&nbsp;to public.Just that simply.&nbsp;","listText":"How to make a good China company share drops?&nbsp;Just use a same tactics, to release a fake news or threatening statement is good&nbsp;enough to create fear and panic&nbsp;to public.Just that simply.&nbsp;","text":"How to make a good China company share drops? Just use a same tactics, to release a fake news or threatening statement is good enough to create fear and panic to public.Just that simply.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902869689","repostId":"1128436894","repostType":4,"repost":{"id":"1128436894","pubTimestamp":1659665532,"share":"https://www.laohu8.com/m/news/1128436894?lang=&edition=full","pubTime":"2022-08-05 10:12","market":"us","language":"en","title":"Alibaba: Is The Panic Justified?","url":"https://stock-news.laohu8.com/highlight/detail?id=1128436894","media":"seekingalpha","summary":"SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba has sold off based on news about a potential delisting. That has happened in the past as well.</li><li>Even if BABA were to be delisted, the underlying value of the company should remain the same. Cash flow, equity investments, and profits would not change.</li><li>Alibaba is priced for disaster, as markets have panic-sold shares despite the fact that BABA would not really suffer a lot even if it were to be delisted.</li><li>Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate.<img src=\"https://static.tigerbbs.com/051ed1ece6326df0afc67167e66fe1e9\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></li></ul><p>Alibaba (NYSE:BABA) has seen its shares drop by more than 10% on the news that its shares might get delisted. Delisting is far from certain for now, and even if shares were to be delisted, that would not hurt theunderlying value of the company. Less liquidity may be an incremental negative, but that does not warrant a market cap decline of $30 billion.</p><p>Since Alibaba already was priced for disaster even before that recent price drop, the current market price looks overly bearish, which provides a buying opportunity for enterprising investors.</p><h2>What Happened?</h2><p>Alibaba has seen its shares drop by double-digits on the back of a news item that Seeking Alphasummarizedlike this:</p><blockquote><i>Alibaba shares fell as much as 10% Friday [more as the day progressed] after the U.S. Securities and Exchange Commission added the Chinese Internet and e-commerce giant to its list of companies facing possible delisting from U.S. stock markets.</i></blockquote><p>The SEC had been working on delistings for some Chinese companies for some time, and some of these companies have already been delisted in the past. July 2022 was not the first time the market worried about a potential delisting. In fact, BABA&#39;s shares have dropped before on the back of a potential delisting threat, such as inMarch 2022. A somewhat curious pattern has emerged where Alibaba drops by significant amounts from time to time when delisting fears are rising, but shares never seem to trade up by double-digits on the news that the company has not been delisted so far.</p><h2>Delisting: Threat Or Not?</h2><p>No matter what, the market has once again found an opportunity to sell off this already very inexpensive stock. But is the market panic really justified based on what we know right now? I do not think so. First, the fact that the SEC has now included Alibaba on a list of companies that<i>might</i>get delisted at some point does not mean that delisting is a sure bet. More importantly, even if Alibaba were to be delisted, I do not see a reason why this would justify a $30 billion destruction in market value, as the underlying value of the company should essentially be the same, listed or not.</p><p>Let&#39;s get to the first point first. As mentioned above, this is not the first time delisting rumor have emerged. And yet, they never did result in delisting in the past. This time may be different, but history suggests that some news item that hints at a potential delisting does not automatically lead to a delisting later on -- far from it, in fact. Also, Alibaba has made clear that the company will eagerly fight against a potential delisting. The company stated it wouldstrifeto keep its New York listing. That does not guarantee that the company will be successful, but the fact that management is eager to tackle this issue is good news for investors that are worried about a potential delisting. The SEC&#39;s main issue with Alibaba and the other Chinese companies that might get delisted at some point in the future is the fact that US officials can&#39;t review the work of the auditors of these companies. This is due to a Chinese law that prohibits said practice. In general, Chinese politicians/regulators could change their policy in order to allow US regulators to check the work of these auditors more easily. But at least for now, China has not done any such move. If the country came to the conclusion that a US delisting would hurt Alibaba in the long run, I do believe that they would make changes to their policies, as a strong and profitable BABA is in China&#39;s interest both from an economic as well as &#34;tech power&#34; point of view. The fact that China seemingly is not worried about a US delisting of its top tech companies suggests to me that either or both of the following are true:</p><p>1: China believes that the US will not delist Alibaba anyways, even if China does not change its policy of hindering US overwatch for Chinese auditing.</p><p>2: China believes that a US delisting is possible, but that said delisting would not hurt Alibaba meaningfully.</p><p>I do believe that delisting is far from guaranteed, but it can&#39;t be ruled out. Chinese (and US) officials will most likely have more intimate knowledge and will likely be able to ascertain the likelihood of delisting more precisely.</p><p>But I do believe that delisting would not be a major threat for Alibaba, even if it happens. After all, BABA being delisted in New York does not mean that investors will lose their stake in the company -- nor will it mean that the company will be less profitable. When a stock gets delisted, which is a process that happens regularly for all kinds of reasons, then these shares are not untradeable. Instead, they are traded over the counter (&#39;OTC&#39;), which means that a dealer network is used instead of a stock exchange. I have invested in stocks that are traded over the counter in the past and do also currently hold some, and the process of buying and selling shares isn&#39;t all that different. In fact, it&#39;s a pretty similar process, with spreads being slightly larger on average. Especially with larger companies, spreads generally aren&#39;t an issue, even when they are traded over the counter. LVMH (OTCPK:LVMUY) is such an OTC-traded international giant, and the fact that it&#39;s traded over the counter has not hurt investors -- daily volume is still in the $30 million range, thus liquidity isn&#39;t an issue here at all. Roche (OTCQX:RHHBY) and Tencent (OTCPK:TCEHY) belong to that group of OTC-traded large international companies as well, and liquidity isn&#39;t a concern for them, either. I do believe that the same would most likely hold true if BABA were to be delisted at some point in the future.</p><p>I&#39;m a fundamental investor, so I believe that the underlying value of a company&#39;s shares depends on factors such as cash on the balance sheet, profits, cash flow, and how those change over time. Most on this website will agree with me, I believe. These metrics aren&#39;t impacted by a potential delisting -- Alibaba will remain just as profitable, its cash flows will be the same, and its equity investments and cash position will not fall either, even if there were to be a delisting. Buybacks and potential dividends (at some point in the future) are also not dependent on a New York listing.</p><p>I do thus believe that delisting is far from certain. In fact, all the potential delisting news we got in the past has not resulted in a delisting so far, and the same may hold true for the current round of delisting panic as well. And even if Alibaba were to get delisted, it wouldn&#39;t be the end of the world. Instead, the underlying value of the company should essentially remain the same, as profits, cash flow, etc. are not impacted. And investors would still be able to buy and sell stock relatively easily, and thanks to BABA&#39;s large size, liquidity shouldn&#39;t be an issue -- it&#39;s not an issue for other OTC-traded large companies, after all.</p><h2>Priced For Disaster</h2><p>Following the most recent price drop, Alibaba is now trading at just 12x this year&#39;s expected net profit. Amazon (AMZN), its closest US peer, is trading at980xnet profit right now. Amazon&#39;s stronger international brand and its US location do justify a premium, but should it be this large? Or, in other words, should BABA trade at a discount that is this immense? I do not believe that this is necessary.</p><p>Alibaba also looks very inexpensive when we look at its enterprise value to EBITDA multiple. That ratio stands at 8.5 right now, which is pretty low in absolute terms. On a relative basis, BABA looks even less expensive, as the 5-year median EBITDA multiple of the stock is 25 -- in other words, BABA trades at roughly one-third of its historically &#34;normal&#34; valuation right now. That does not mean that its shares will rise by 200% in a short period of time in order to get back to the longer-term average valuation. But buying a stock at 34% of the usual valuation naturally results in a solid risk-reward setup. Multiple expansion from the current level seems way more likely to me than further multiple compression.</p><h2>Takeaway</h2><p>Delisting news and rumors have always resulted in volatility for BABA. But in the end, I do believe that this is an overblown issue. Alibaba&#39;s worth as a company does not depend on a New York listing, and its cash flow and profit do not, either. Investing in OTC-traded stocks works just fine, thus even if BABA were to be delisted (which is far from guaranteed), investors could still buy and sell shares easily.</p><p>Alibaba is very inexpensive today, and its growth has not been bad in recent quarters. Growth has come down compared to the longer-term average, but that is partially the result of tough comparables -- Amazon and other e-commerce players outside of China face the same issue, and yet they trade at way higher valuations than Alibaba.</p><p>Alibaba isn&#39;t a risk-less investment for sure, and trade issues or a potentially escalating China-Taiwan conflict would be macro risks to consider. But the recent sell-off that was caused by news about a potential delisting seems overblown. Markets are in panic mode, but I do not believe that this is justified. Alibaba could be a compelling longer-term investment at the current priced-for-disaster valuation.</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>Alibaba: Is The Panic Justified?</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: Is The Panic Justified?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-05 10:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past as well.Even if BABA were to be delisted, the underlying value of the company should remain the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified\">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","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4528470-alibaba-stock-panic-justified","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1128436894","content_text":"SummaryAlibaba has sold off based on news about a potential delisting. That has happened in the past as well.Even if BABA were to be delisted, the underlying value of the company should remain the same. Cash flow, equity investments, and profits would not change.Alibaba is priced for disaster, as markets have panic-sold shares despite the fact that BABA would not really suffer a lot even if it were to be delisted.Looking for a helping hand in the market? Members of Cash Flow Club get exclusive ideas and guidance to navigate any climate.Alibaba (NYSE:BABA) has seen its shares drop by more than 10% on the news that its shares might get delisted. Delisting is far from certain for now, and even if shares were to be delisted, that would not hurt theunderlying value of the company. Less liquidity may be an incremental negative, but that does not warrant a market cap decline of $30 billion.Since Alibaba already was priced for disaster even before that recent price drop, the current market price looks overly bearish, which provides a buying opportunity for enterprising investors.What Happened?Alibaba has seen its shares drop by double-digits on the back of a news item that Seeking Alphasummarizedlike this:Alibaba shares fell as much as 10% Friday [more as the day progressed] after the U.S. Securities and Exchange Commission added the Chinese Internet and e-commerce giant to its list of companies facing possible delisting from U.S. stock markets.The SEC had been working on delistings for some Chinese companies for some time, and some of these companies have already been delisted in the past. July 2022 was not the first time the market worried about a potential delisting. In fact, BABA's shares have dropped before on the back of a potential delisting threat, such as inMarch 2022. A somewhat curious pattern has emerged where Alibaba drops by significant amounts from time to time when delisting fears are rising, but shares never seem to trade up by double-digits on the news that the company has not been delisted so far.Delisting: Threat Or Not?No matter what, the market has once again found an opportunity to sell off this already very inexpensive stock. But is the market panic really justified based on what we know right now? I do not think so. First, the fact that the SEC has now included Alibaba on a list of companies thatmightget delisted at some point does not mean that delisting is a sure bet. More importantly, even if Alibaba were to be delisted, I do not see a reason why this would justify a $30 billion destruction in market value, as the underlying value of the company should essentially be the same, listed or not.Let's get to the first point first. As mentioned above, this is not the first time delisting rumor have emerged. And yet, they never did result in delisting in the past. This time may be different, but history suggests that some news item that hints at a potential delisting does not automatically lead to a delisting later on -- far from it, in fact. Also, Alibaba has made clear that the company will eagerly fight against a potential delisting. The company stated it wouldstrifeto keep its New York listing. That does not guarantee that the company will be successful, but the fact that management is eager to tackle this issue is good news for investors that are worried about a potential delisting. The SEC's main issue with Alibaba and the other Chinese companies that might get delisted at some point in the future is the fact that US officials can't review the work of the auditors of these companies. This is due to a Chinese law that prohibits said practice. In general, Chinese politicians/regulators could change their policy in order to allow US regulators to check the work of these auditors more easily. But at least for now, China has not done any such move. If the country came to the conclusion that a US delisting would hurt Alibaba in the long run, I do believe that they would make changes to their policies, as a strong and profitable BABA is in China's interest both from an economic as well as \"tech power\" point of view. The fact that China seemingly is not worried about a US delisting of its top tech companies suggests to me that either or both of the following are true:1: China believes that the US will not delist Alibaba anyways, even if China does not change its policy of hindering US overwatch for Chinese auditing.2: China believes that a US delisting is possible, but that said delisting would not hurt Alibaba meaningfully.I do believe that delisting is far from guaranteed, but it can't be ruled out. Chinese (and US) officials will most likely have more intimate knowledge and will likely be able to ascertain the likelihood of delisting more precisely.But I do believe that delisting would not be a major threat for Alibaba, even if it happens. After all, BABA being delisted in New York does not mean that investors will lose their stake in the company -- nor will it mean that the company will be less profitable. When a stock gets delisted, which is a process that happens regularly for all kinds of reasons, then these shares are not untradeable. Instead, they are traded over the counter ('OTC'), which means that a dealer network is used instead of a stock exchange. I have invested in stocks that are traded over the counter in the past and do also currently hold some, and the process of buying and selling shares isn't all that different. In fact, it's a pretty similar process, with spreads being slightly larger on average. Especially with larger companies, spreads generally aren't an issue, even when they are traded over the counter. LVMH (OTCPK:LVMUY) is such an OTC-traded international giant, and the fact that it's traded over the counter has not hurt investors -- daily volume is still in the $30 million range, thus liquidity isn't an issue here at all. Roche (OTCQX:RHHBY) and Tencent (OTCPK:TCEHY) belong to that group of OTC-traded large international companies as well, and liquidity isn't a concern for them, either. I do believe that the same would most likely hold true if BABA were to be delisted at some point in the future.I'm a fundamental investor, so I believe that the underlying value of a company's shares depends on factors such as cash on the balance sheet, profits, cash flow, and how those change over time. Most on this website will agree with me, I believe. These metrics aren't impacted by a potential delisting -- Alibaba will remain just as profitable, its cash flows will be the same, and its equity investments and cash position will not fall either, even if there were to be a delisting. Buybacks and potential dividends (at some point in the future) are also not dependent on a New York listing.I do thus believe that delisting is far from certain. In fact, all the potential delisting news we got in the past has not resulted in a delisting so far, and the same may hold true for the current round of delisting panic as well. And even if Alibaba were to get delisted, it wouldn't be the end of the world. Instead, the underlying value of the company should essentially remain the same, as profits, cash flow, etc. are not impacted. And investors would still be able to buy and sell stock relatively easily, and thanks to BABA's large size, liquidity shouldn't be an issue -- it's not an issue for other OTC-traded large companies, after all.Priced For DisasterFollowing the most recent price drop, Alibaba is now trading at just 12x this year's expected net profit. Amazon (AMZN), its closest US peer, is trading at980xnet profit right now. Amazon's stronger international brand and its US location do justify a premium, but should it be this large? Or, in other words, should BABA trade at a discount that is this immense? I do not believe that this is necessary.Alibaba also looks very inexpensive when we look at its enterprise value to EBITDA multiple. That ratio stands at 8.5 right now, which is pretty low in absolute terms. On a relative basis, BABA looks even less expensive, as the 5-year median EBITDA multiple of the stock is 25 -- in other words, BABA trades at roughly one-third of its historically \"normal\" valuation right now. That does not mean that its shares will rise by 200% in a short period of time in order to get back to the longer-term average valuation. But buying a stock at 34% of the usual valuation naturally results in a solid risk-reward setup. Multiple expansion from the current level seems way more likely to me than further multiple compression.TakeawayDelisting news and rumors have always resulted in volatility for BABA. But in the end, I do believe that this is an overblown issue. Alibaba's worth as a company does not depend on a New York listing, and its cash flow and profit do not, either. Investing in OTC-traded stocks works just fine, thus even if BABA were to be delisted (which is far from guaranteed), investors could still buy and sell shares easily.Alibaba is very inexpensive today, and its growth has not been bad in recent quarters. Growth has come down compared to the longer-term average, but that is partially the result of tough comparables -- Amazon and other e-commerce players outside of China face the same issue, and yet they trade at way higher valuations than Alibaba.Alibaba isn't a risk-less investment for sure, and trade issues or a potentially escalating China-Taiwan conflict would be macro risks to consider. But the recent sell-off that was caused by news about a potential delisting seems overblown. Markets are in panic mode, but I do not believe that this is justified. Alibaba could be a compelling longer-term investment at the current priced-for-disaster valuation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022579884,"gmtCreate":1653559063548,"gmtModify":1676535303729,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good 👍&nbsp;","listText":"Good 👍&nbsp;","text":"Good 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022579884","repostId":"2238036455","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019000532,"gmtCreate":1648480887217,"gmtModify":1676534343423,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"🙂","listText":"🙂","text":"🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019000532","repostId":"1131407578","repostType":2,"repost":{"id":"1131407578","pubTimestamp":1648437989,"share":"https://www.laohu8.com/m/news/1131407578?lang=&edition=full","pubTime":"2022-03-28 11:26","market":"us","language":"en","title":"Is Moderna Stock a Buy Following Pediatric Covid-19 Vaccine Data? Analyst Weighs In","url":"https://stock-news.laohu8.com/highlight/detail?id=1131407578","media":"TipRanks","summary":"Competition for top dog billing in the Covid-19 vaccine space has basically turned into a two-horse ","content":"<div>\n<p>Competition for top dog billing in the Covid-19 vaccine space has basically turned into a two-horse race. So far, Pfizer (PFE)/BioNTech (BNTX)lead the way, but Moderna (MRNA)has provided the stiffest ...</p>\n\n<a href=\"https://www.tipranks.com/news/corona/is-moderna-stock-a-buy-following-pediatric-covid-19-vaccine-data-analyst-weighs-in/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Moderna Stock a Buy Following Pediatric Covid-19 Vaccine Data? Analyst Weighs In</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 Moderna Stock a Buy Following Pediatric Covid-19 Vaccine Data? Analyst Weighs In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-28 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/corona/is-moderna-stock-a-buy-following-pediatric-covid-19-vaccine-data-analyst-weighs-in/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Competition for top dog billing in the Covid-19 vaccine space has basically turned into a two-horse race. So far, Pfizer (PFE)/BioNTech (BNTX)lead the way, but Moderna (MRNA)has provided the stiffest ...</p>\n\n<a href=\"https://www.tipranks.com/news/corona/is-moderna-stock-a-buy-following-pediatric-covid-19-vaccine-data-analyst-weighs-in/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://www.tipranks.com/news/corona/is-moderna-stock-a-buy-following-pediatric-covid-19-vaccine-data-analyst-weighs-in/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131407578","content_text":"Competition for top dog billing in the Covid-19 vaccine space has basically turned into a two-horse race. So far, Pfizer (PFE)/BioNTech (BNTX)lead the way, but Moderna (MRNA)has provided the stiffest competition. The latter vaccine maker has built its fortune on the success of its offering mRNA-1273 (Spikevax) and will attempt to get one over Pfizer/BioNTech’s product by being the first vaccine authorized for use in children under 6yrs old.Interim data from the KidCOVE trial showed that the one-quarter sized two-dose series resulted in a level of virus-blocking antibodies similar to that as the standard vaccine exhibited in adults age 18-25.In children aged 6 months to under 2 years, the vaccine showed an efficacy rate of 43.7% against omicron. In the older age group, the vaccine displayed efficacy of 37.5%. As there were no severe cases in the study, its efficacy against severe disease could not be evaluated.Based on the speed of past authorizations, Cowen analyst Tyler Van Buren says the data could lead to a US EUA “expansion” around April.Pfizer/BioNTech’s three-dose data are anticipated in April, and if positive, that could lead to an EUA extension around May. So, Moderna could get a head start on its competitor but how significant could that ultimately be?Van Buren thinks there could be a “small incremental advantage” though that is unlikely to change the overall revenue outlook for the year.In some states (New York, Vermont), where vaccine uptake in older children has been robust (over 80% in 5-11 age group), Van Buren thinks that in the month prior to Pfizer’s May entry, there could be “millions of doses administered.”But vaccine uptake for children across the US has generally been poor – less than 20% – and Van Buren expects demand to “level off quickly.”“As a result,” the analyst summed up, “we believe that most high-income countries have already accounted for a surplus of doses that should cover minors in existing or planned agreements, and these age expansions shouldn’t impact revenue significantly in the near term.”For now, the analyst remains on the sidelines with a Market Perform (i.e. Hold) rating, although his $200 price target could still generate returns of ~21% over the coming months.Looking at the consensus breakdown, based on 6 Buys, 7 Holds and 1 Sell, the analysts rate this name a Moderate Buy. The average price target is more bullish than Van Buren will allow; at $256.55, the figure indicates gains of ~55% could be in the cards over the next year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006207909,"gmtCreate":1641741929522,"gmtModify":1676533644055,"author":{"id":"4096718719919660","authorId":"4096718719919660","name":"Tigon","avatar":"https://static.tigerbbs.com/2d2b0711d2de98150b8eae42253a8f8d","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Good&nbsp;","listText":"Good&nbsp;","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006207909","repostId":"1141196846","repostType":4,"repost":{"id":"1141196846","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":1641567409,"share":"https://www.laohu8.com/m/news/1141196846?lang=&edition=full","pubTime":"2022-01-07 22:56","market":"us","language":"en","title":"EV Stocks Rebounded in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1141196846","media":"Tiger Newspress","summary":"EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.","content":"<html><head></head><body><p>EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/59013473df734044ee2a34a4e9cad809\" tg-width=\"376\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></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>EV Stocks Rebounded in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Rebounded in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-07 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.<img src=\"https://static.tigerbbs.com/59013473df734044ee2a34a4e9cad809\" tg-width=\"376\" tg-height=\"519\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NKLA":"Nikola Corporation","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141196846","content_text":"EV stocks rebounded in morning trading. Tesla, Nio, Xpeng Motors, Li Auto,Nikola,Lucid and Canoo climbed between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}