heyuok personal page - To The Moon

heyuok

heyuok

No personal profile

13Follow

25Followers

2Topic

0Badge

2023-01-13

G

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2022-11-28

Self promotion

Sorry, the original content has been removed

2022-11-16

Exactly.

Warren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be "Greedy Only When Others Are Fearful"

2022-11-27

Solid company

Starbucks Will Perk Up Its Revenue Within 4 Years (Technical Analysis)

2022-11-27

Not anytime soon

CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot

2022-12-06

Got

Sorry, the original content has been removed

2022-11-27

I'll wait a little longer

Shopify Puts Up 28% in a Month, Should You Invest Now?

2022-12-28

$Tesla Motors(TSLA)$ what happened??

2022-11-26

Kh

Apple: Ignore The Zero-COVID Policy And Manchester United Noise

2022-12-24

$Tesla Motors(TSLA)$ wen moon?

2022-11-30

Thx

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2022-12-29

$Microsoft(MSFT)$ hmm..

2022-11-28

Thank you

Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week

2023-01-25

$NIO Inc.(NIO)$ g

2023-01-04

$Microsoft(MSFT)$ yj

2022-12-02

Awoke

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2022-11-30

Elon!

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2022-11-28

Hawkish feds..

US STOCKS-Wall Street Ends Down Sharply, Hit By Apple

2022-11-27

Good

3 Flags for Disney Stock as Iger Makes His Return

2022-11-25

On

Credit Suisse Offers 889 Mln Shares to Existing Investors in $4 Billion Capital Hike

Go to Tiger App to see more news

Invest in Global Markets with Tiger Brokers!

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As of now, these two ETFs have risen by 58% and 67% respectively this year, and their trading prices have also reached historic highs. This strong growth indicates investors' confidence in these companies and the entire residential construction industry.Market Drivers: The main driving factor is the shortage of inventory in the resale market, which stimulates the growth of demand for new homes. The recent reduction in mortgage rates and the signal of t","listText":"After the Federal Reserve announced dovish policies last week, homebuilders' exchange-traded funds (ETFs) saw a strong rally, breaking historical records.The two largest homebuilder ETFs, SPDR S &amp; P Homebuilders ETF (XHB) and iShares US Home Construction ETF (ITB), rose more than 8% and 9% respectively from Wednesday to Friday last week. As of now, these two ETFs have risen by 58% and 67% respectively this year, and their trading prices have also reached historic highs. This strong growth indicates investors' confidence in these companies and the entire residential construction industry.Market Drivers: The main driving factor is the shortage of inventory in the resale market, which stimulates the growth of demand for new homes. The recent reduction in mortgage rates and the signal of t","text":"After the Federal Reserve announced dovish policies last week, homebuilders' exchange-traded funds (ETFs) saw a strong rally, breaking historical records.The two largest homebuilder ETFs, SPDR S & P Homebuilders ETF (XHB) and iShares US Home Construction ETF (ITB), rose more than 8% and 9% respectively from Wednesday to Friday last week. As of now, these two ETFs have risen by 58% and 67% respectively this year, and their trading prices have also reached historic highs. This strong growth indicates investors' confidence in these companies and the entire residential construction industry.Market Drivers: The main driving factor is the shortage of inventory in the resale market, which stimulates the growth of demand for new homes. The recent reduction in mortgage rates and the signal of t","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255510839304200","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256109488738488,"gmtCreate":1703560878459,"gmtModify":1703560881587,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256109488738488","repostId":"255549707743424","repostType":1,"repost":{"id":255549707743424,"gmtCreate":1703403570312,"gmtModify":1703478002848,"author":{"id":"4089501973615070","authorId":"4089501973615070","name":"Optionspuppy","avatar":"https://static.tigerbbs.com/caf34258aff8afe478620b82647f1199","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4089501973615070","authorIdStr":"4089501973615070"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Title: A Day in the Limelight: A Glimpse into the Life of a Stock Market Celebrity In the dynamic world of finance, the allure of being a stock market celebrity is undeniable. Imagine a day in the shoes of those admired figures – the company executives, fund managers, Federal Reserve officials, or government personnel privy to insider information. What would one do with such influence and power in the bustling realm of the stock market? Firstly, I would leverage the day to gain insights into the intricate workings of the financial world. Being a company executive, I could make strategic decisions that impact stock prices, fostering an understanding of the delicate balance between c","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> Title: A Day in the Limelight: A Glimpse into the Life of a Stock Market Celebrity In the dynamic world of finance, the allure of being a stock market celebrity is undeniable. Imagine a day in the shoes of those admired figures – the company executives, fund managers, Federal Reserve officials, or government personnel privy to insider information. What would one do with such influence and power in the bustling realm of the stock market? Firstly, I would leverage the day to gain insights into the intricate workings of the financial world. Being a company executive, I could make strategic decisions that impact stock prices, fostering an understanding of the delicate balance between c","text":"$Palantir Technologies Inc.(PLTR)$ Title: A Day in the Limelight: A Glimpse into the Life of a Stock Market Celebrity In the dynamic world of finance, the allure of being a stock market celebrity is undeniable. Imagine a day in the shoes of those admired figures – the company executives, fund managers, Federal Reserve officials, or government personnel privy to insider information. What would one do with such influence and power in the bustling realm of the stock market? Firstly, I would leverage the day to gain insights into the intricate workings of the financial world. Being a company executive, I could make strategic decisions that impact stock prices, fostering an understanding of the delicate balance between c","images":[{"img":"https://community-static.tradeup.com/news/698d2a7e22c70886f30247dbfbbf1925","width":"348","height":"561"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255549707743424","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":256109428654128,"gmtCreate":1703560852828,"gmtModify":1703560858078,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/256109428654128","repostId":"255542147211288","repostType":1,"repost":{"id":255542147211288,"gmtCreate":1703401711024,"gmtModify":1703658113900,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/f3e3c0218599fca5c4e265ddbee1fb32","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"2023 Santa rally from 22 Dec to 03 Jan, happening ?","htmlText":"Year-end rally that catapulted the Dow Jones Industrial Average and Nasdaq 100 to record highs earlier this week is likely to extend into next week. This is because the stock market has a strong tendency to rise during: The last 5 trading days of the year. The first two trading days of the new year. This is commonly referred to as the Santa Claus rally. The phenomenon was discovered in 1972 by Yale Hirsch, creator of the \"Stock Trader's Almanac\". When is Santa Claus rally in 2023 ? This year, the Santa Claus trading window begins on 22 Dec 2023 and ends on 03 Jan 2024. What history says about Santa rally? According to historical data dating back to 1950, the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>: Posted an average return of 1.3%. Is positive 79% of the time during","listText":"Year-end rally that catapulted the Dow Jones Industrial Average and Nasdaq 100 to record highs earlier this week is likely to extend into next week. This is because the stock market has a strong tendency to rise during: The last 5 trading days of the year. The first two trading days of the new year. This is commonly referred to as the Santa Claus rally. The phenomenon was discovered in 1972 by Yale Hirsch, creator of the \"Stock Trader's Almanac\". When is Santa Claus rally in 2023 ? This year, the Santa Claus trading window begins on 22 Dec 2023 and ends on 03 Jan 2024. What history says about Santa rally? According to historical data dating back to 1950, the <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a>: Posted an average return of 1.3%. Is positive 79% of the time during","text":"Year-end rally that catapulted the Dow Jones Industrial Average and Nasdaq 100 to record highs earlier this week is likely to extend into next week. This is because the stock market has a strong tendency to rise during: The last 5 trading days of the year. The first two trading days of the new year. This is commonly referred to as the Santa Claus rally. The phenomenon was discovered in 1972 by Yale Hirsch, creator of the \"Stock Trader's Almanac\". When is Santa Claus rally in 2023 ? This year, the Santa Claus trading window begins on 22 Dec 2023 and ends on 03 Jan 2024. What history says about Santa rally? According to historical data dating back to 1950, the $S&P 500(.SPX)$: Posted an average return of 1.3%. Is positive 79% of the time during","images":[{"img":"https://community-static.tradeup.com/news/76bd175941b4cdff75240f5472805601","width":"822","height":"309"},{"img":"https://community-static.tradeup.com/news/fa3ab48604aeb9d4d66ca69ac14df42b","width":"1023","height":"299"},{"img":"https://community-static.tradeup.com/news/0bec508e67a72d10c23aadf39d2ebad4","width":"759","height":"121"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/255542147211288","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957926647,"gmtCreate":1676937790289,"gmtModify":1676937794064,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"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/9957926647","repostId":"9957928513","repostType":1,"repost":{"id":9957928513,"gmtCreate":1676937292333,"gmtModify":1676937298438,"author":{"id":"3586127272341946","authorId":"3586127272341946","name":"StickyRice","avatar":"https://community-static.tradeup.com/news/93860c945685006c561393099fa7ee30","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586127272341946","authorIdStr":"3586127272341946"},"themes":[],"htmlText":"Amazon eyeing acquisition of Indian video streaming leader - TechCrunch Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;is holding discussions with the parent of video on-demand provider MX Player, according to TechCrunch. Citing “four sources familiar with the matter,” the discussions remain preliminary and may not result in a deal. The video player is reported to court over 150M users and is valued at around $500M. Times Internet, the parent company of MX Player, is said to be entertaining competing offers for the video service. Zee-Sony is among the bidders, per the outlet’s sources.","listText":"Amazon eyeing acquisition of Indian video streaming leader - TechCrunch Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;is holding discussions with the parent of video on-demand provider MX Player, according to TechCrunch. Citing “four sources familiar with the matter,” the discussions remain preliminary and may not result in a deal. The video player is reported to court over 150M users and is valued at around $500M. Times Internet, the parent company of MX Player, is said to be entertaining competing offers for the video service. Zee-Sony is among the bidders, per the outlet’s sources.","text":"Amazon eyeing acquisition of Indian video streaming leader - TechCrunch Amazon $Amazon.com(AMZN)$ is holding discussions with the parent of video on-demand provider MX Player, according to TechCrunch. Citing “four sources familiar with the matter,” the discussions remain preliminary and may not result in a deal. The video player is reported to court over 150M users and is valued at around $500M. Times Internet, the parent company of MX Player, is said to be entertaining competing offers for the video service. Zee-Sony is among the bidders, per the outlet’s sources.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957928513","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955953632,"gmtCreate":1675158630127,"gmtModify":1676538980352,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ &nbsp;</a>bounce today","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ &nbsp;</a>bounce today","text":"$Amazon.com(AMZN)$ bounce today","images":[{"img":"https://community-static.tradeup.com/news/00e6e878864632bc5c2f0928c7cf5d30","width":"1080","height":"3126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955953632","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9955038639,"gmtCreate":1675062299722,"gmtModify":1676538973148,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ &nbsp;</a>d","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$ &nbsp;</a>d","text":"$Amazon.com(AMZN)$ d","images":[{"img":"https://community-static.tradeup.com/news/1ebd967417ac8a690aefb0bcefa2fbd8","width":"1080","height":"3126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955038639","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952542815,"gmtCreate":1674852721037,"gmtModify":1676538962358,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$ &nbsp;</a>h","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$ &nbsp;</a>h","text":"$Microsoft(MSFT)$ h","images":[{"img":"https://community-static.tradeup.com/news/cd21b9358236b4fc83618d9b41280dc2","width":"1080","height":"3039"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952542815","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9952279287,"gmtCreate":1674784577349,"gmtModify":1676538958480,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SHW 20230217 250.0 CALL\">$SHW 20230217 250.0 CALL$ </a><a href=\"https://ttm.financial/OPT/SHW 20230217 250.0 CALL\">$SHW 20230217 250.0 CALL$&nbsp;</a> &nbsp;hmm.","listText":"<a href=\"https://ttm.financial/OPT/SHW 20230217 250.0 CALL\">$SHW 20230217 250.0 CALL$ </a><a href=\"https://ttm.financial/OPT/SHW 20230217 250.0 CALL\">$SHW 20230217 250.0 CALL$&nbsp;</a> &nbsp;hmm.","text":"$SHW 20230217 250.0 CALL$ $SHW 20230217 250.0 CALL$ 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promotion","listText":"Self promotion","text":"Self promotion","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9966424460","repostId":"2286225582","repostType":2,"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963365089,"gmtCreate":1668599162142,"gmtModify":1676538082475,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Exactly.","listText":"Exactly.","text":"Exactly.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9963365089","repostId":"1144699938","repostType":2,"repost":{"id":"1144699938","kind":"news","pubTimestamp":1668597791,"share":"https://ttm.financial/m/news/1144699938?lang=&edition=full_marsco","pubTime":"2022-11-16 19:23","market":"us","language":"en","title":"Warren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1144699938","media":"Market Watch","summary":"This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disc","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/b4bdd4995cefdd6ab95e4170d906c917\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/>This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one industry — stands out.</p><p>In its 13F filing with the the Securities and Exchange Commission on Nov. 14, Berkshire disclosed investments in 50 stocks as of Sept. 30 with a combined market value of $296.1 billion.</p><p>Berkshire opened three new stock positions during the third quarter:</p><p><img src=\"https://static.tigerbbs.com/e011b3feadae73a4180377fc089fb6a5\" tg-width=\"808\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/>The 13F filing doesn’t say exactly when the shares were purchased, but Berkshire built up its $4.1 billion position in Taiwan Semiconductor          TSM after the semiconductor industry had fallen hard. Semiconductor manufacturing has traditionally been a cyclical business and TSM is the highest-volume producer of computer chips in the world.</p><blockquote>“  Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”</blockquote><blockquote>— Berkshire Hathaway CEO Warren Buffett in his 1986 annual letter to shareholders.</blockquote><p>Semiconductor stocks tumbled as investors perceived the group had entered a down cycle. The iShares Semiconductor ETF <a href=\"https://www.marketwatch.com/story/semiconductor-stocks-have-bounced-from-2022-lows-and-analysts-expect-upside-of-at-least-28-in-the-next-year-11667917200?mod=article_inline\" target=\"_blank\">hit its 2022 closing low</a> on  Oct. 14 when it was down 44% for the year, before rising 25% through Nov. 14.</p><p>When SOXX hit bottom, Taiwan Semiconductor had been hit even harder, with a 46% decline.</p><p>Taiwan Semiconductor fell to its 2022 low on Nov. 3 when it was down 49% for the  year. Berkshire built its position in TSM some time between June 30, when the stock was down 35% for 2022, and Sept. 30, when it was down 41% for the year.</p><p>It appears Buffett’s timing was excellent, following a part of the long-term strategy he discussed in his annual <a href=\"https://berkshirehathaway.com/letters/1986.html\" target=\"_blank\">letter to shareholders</a> that was included with Berkshire’s 1986 annual report. Buffett explained that market disruptions were unpredictable.</p><p>“Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful,” he wrote.</p><h2>Other stocks Berkshire added to, sold or trimmed</h2><p>During the third quarter, Berkshire added to its holdings of the following stocks. They are sorted by the market value of the holdings as of Sept. 30:</p><p><img src=\"https://static.tigerbbs.com/f873df7c27692e7f55fa6d3e60dccda1\" tg-width=\"797\" tg-height=\"324\" referrerpolicy=\"no-referrer\"/>While Berkshire added to its holdings of Paramount Global PARA  and Celanese Corp.  CE during the third quarter, the Sept. 30 position values were down from June 30 because the stocks had fallen 22% and 23%, respectively.</p><p>Berkshire sold all of its shares of Store Capital Corp. during the third quarter. This position had  been valued at $385 million as of June 30.</p><p>Here are other stock positions Berkshire sold partially during the third quarter:</p><p><img src=\"https://static.tigerbbs.com/5dc3c81e06de82948bc74af98fba5669\" tg-width=\"785\" tg-height=\"325\" referrerpolicy=\"no-referrer\"/></p><h2>Berkshire’s performance: How to rest easier</h2><p>Here’s a five-year chart showing the return of Berkshire’s Class B          <a href=\"/investing/stock/BRK.B?mod=MW_story_quote\" target=\"_blank\">BRK</a>       shares against the benchmark S&amp;P 500          <a href=\"/investing/stock/SPX?mod=MW_story_quote\" target=\"_blank\">SPX</a>       through Nov. 14:</p><p><img src=\"https://static.tigerbbs.com/ad13bbe039f2983998cfd7d5feabdda9\" tg-width=\"700\" tg-height=\"623\" referrerpolicy=\"no-referrer\"/>Berkshire’s five-year total return has been slightly higher than that of the S&amp;P 500. Maybe your first reaction is that this performance is nothing to get excited about.</p><p>If you had taken the same five-year look at Berkshire’s performance against the index a year ago, you would have seen Berkshire’s 81% return trailing a 136% return for the S&amp;P 500 and might have bought into the idea that Buffett’s value-investing philosophy was out of date.</p><p>But over the past year, the S&amp;P 500 has fallen 14%, while Berkshire’s Class B shares have returned 8.5%.</p><p>For many investors, the ability to sleep better at night might make Buffett’s value approach more worthwhile.</p></body></html>","source":"lsy1616996754749","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>Warren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"</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\">\nWarren Buffett’s Chip-Stock Purchase Is a Classic Example of Why You Want to Be \"Greedy Only When Others Are Fearful\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-16 19:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page><strong>Market Watch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one ...</p>\n\n<a href=\"https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.marketwatch.com/story/warren-buffetts-chip-stock-purchase-is-a-classic-example-of-why-you-want-to-be-greedy-only-when-others-are-fearful-11668526053?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144699938","content_text":"This has been quite a year for Berkshire Hathaway and CEO Warren Buffett. The conglomerate just disclosed its investments in other companies as of the end of the third quarter, and one name — and one industry — stands out.In its 13F filing with the the Securities and Exchange Commission on Nov. 14, Berkshire disclosed investments in 50 stocks as of Sept. 30 with a combined market value of $296.1 billion.Berkshire opened three new stock positions during the third quarter:The 13F filing doesn’t say exactly when the shares were purchased, but Berkshire built up its $4.1 billion position in Taiwan Semiconductor          TSM after the semiconductor industry had fallen hard. Semiconductor manufacturing has traditionally been a cyclical business and TSM is the highest-volume producer of computer chips in the world.“  Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.”— Berkshire Hathaway CEO Warren Buffett in his 1986 annual letter to shareholders.Semiconductor stocks tumbled as investors perceived the group had entered a down cycle. The iShares Semiconductor ETF hit its 2022 closing low on  Oct. 14 when it was down 44% for the year, before rising 25% through Nov. 14.When SOXX hit bottom, Taiwan Semiconductor had been hit even harder, with a 46% decline.Taiwan Semiconductor fell to its 2022 low on Nov. 3 when it was down 49% for the  year. Berkshire built its position in TSM some time between June 30, when the stock was down 35% for 2022, and Sept. 30, when it was down 41% for the year.It appears Buffett’s timing was excellent, following a part of the long-term strategy he discussed in his annual letter to shareholders that was included with Berkshire’s 1986 annual report. Buffett explained that market disruptions were unpredictable.“Our goal is more modest: We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful,” he wrote.Other stocks Berkshire added to, sold or trimmedDuring the third quarter, Berkshire added to its holdings of the following stocks. They are sorted by the market value of the holdings as of Sept. 30:While Berkshire added to its holdings of Paramount Global PARA  and Celanese Corp.  CE during the third quarter, the Sept. 30 position values were down from June 30 because the stocks had fallen 22% and 23%, respectively.Berkshire sold all of its shares of Store Capital Corp. during the third quarter. This position had  been valued at $385 million as of June 30.Here are other stock positions Berkshire sold partially during the third quarter:Berkshire’s performance: How to rest easierHere’s a five-year chart showing the return of Berkshire’s Class B          BRK       shares against the benchmark S&P 500          SPX       through Nov. 14:Berkshire’s five-year total return has been slightly higher than that of the S&P 500. Maybe your first reaction is that this performance is nothing to get excited about.If you had taken the same five-year look at Berkshire’s performance against the index a year ago, you would have seen Berkshire’s 81% return trailing a 136% return for the S&P 500 and might have bought into the idea that Buffett’s value-investing philosophy was out of date.But over the past year, the S&P 500 has fallen 14%, while Berkshire’s Class B shares have returned 8.5%.For many investors, the ability to sleep better at night might make Buffett’s value approach more worthwhile.","news_type":1},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966293061,"gmtCreate":1669539474754,"gmtModify":1676538206003,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Solid company","listText":"Solid company","text":"Solid company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966293061","repostId":"2286317799","repostType":4,"repost":{"id":"2286317799","kind":"highlight","pubTimestamp":1669522462,"share":"https://ttm.financial/m/news/2286317799?lang=&edition=full_marsco","pubTime":"2022-11-27 12:14","market":"us","language":"en","title":"Starbucks Will Perk Up Its Revenue Within 4 Years (Technical Analysis)","url":"https://stock-news.laohu8.com/highlight/detail?id=2286317799","media":"Seekingalpha","summary":"Starbucks (NASDAQ: SBUX) is a large high-end coffee retailer based out of Seattle, Washington. This ","content":"<html><head></head><body><p>Starbucks (NASDAQ: SBUX) is a large high-end coffee retailer based out of Seattle, Washington. This company has shown some flat growth via fundamentals analysis, with the stock price nearly doubling in four years. Simple moving average periods have demonstrated relative positive strength over the last 200 working days. As a result, the stock price has accelerated by 15% in the previous month.</p><p>It seems wise to look at this company for your portfolio for both short-term return and long-term growth.</p><h2>Fundamentals Show Revenue will Double in 4 Years</h2><p><i>Ratios</i></p><p>The current ratio was most substantial in 2018, and Starbucks&#39; current ratio has been lower in the last five years. The quick ratio, as well as the cash ratio, have similar patterns to the current ratio.</p><table><tbody><tr><td><p>Metric</p></td><td><p>2018</p></td><td><p>2019</p></td><td><p>2020</p></td><td><p>2021</p></td><td><p>2022</p></td></tr><tr><td><p>Period</p></td><td><p>F.Y.</p></td><td><p>F.Y.</p></td><td><p>F.Y.</p></td><td><p>F.Y.</p></td><td><p>FY</p></td></tr><tr><td><p>Current ratio</p></td><td><p>2.198</p></td><td><p>0.917</p></td><td><p>1.063</p></td><td><p>1.197</p></td><td><p>0.767</p></td></tr><tr><td><p>Quick ratio</p></td><td><p>1.862</p></td><td><p>0.612</p></td><td><p>0.820</p></td><td><p>0.951</p></td><td><p>0.476</p></td></tr><tr><td><p>Cash ratio</p></td><td><p>1.540</p></td><td><p>0.436</p></td><td><p>0.592</p></td><td><p>0.792</p></td><td><p>0.308</p></td></tr><tr><td><p>Days of sales outstanding</p></td><td><p>24.341</p></td><td><p>14.049</p></td><td><p>21.657</p></td><td><p>14.232</p></td><td><p>13.304</p></td></tr></tbody></table><p>Click to enlarge</p><p><i>Data</i></p><p>This current year has been a solid year for Starbucks, with its simple moving average of over 200 days has been relatively strong. Additionally, as the U.S. stock market appears to be bottoming, the latest 20 days simple moving report strength has also been very robust.</p><table><tbody><tr><td><p>Metric</p></td><td><p>Values</p></td></tr><tr><td><p>SMA20</p></td><td><p>8.18%</p></td></tr><tr><td><p>SMA50</p></td><td><p>10.33%</p></td></tr><tr><td><p>SMA200</p></td><td><p>16.72%</p></td></tr></tbody></table><p>Source: FinViz</p><p><i>Enterprise</i></p><p>Despite weaker fundamental ratios, the stock price has accelerated from 2018 to nearly double up to 2021. This year shows a more inadequate market cap and stock price performance, but Starbucks may fully recover its 2021 levels with the most recent returns.</p><table><tbody><tr><td><p>Metric</p></td><td><p>2018</p></td><td><p>2019</p></td><td><p>2020</p></td><td><p>2021</p></td><td><p>2022</p></td></tr><tr><td><p>Symbol</p></td><td><p>SBUX</p></td><td><p>SBUX</p></td><td><p>SBUX</p></td><td><p>SBUX</p></td><td><p>SBUX</p></td></tr><tr><td><p>Stock price</p></td><td><p>58.590</p></td><td><p>84.130</p></td><td><p>90.050</p></td><td><p>111.450</p></td><td><p>87.100</p></td></tr><tr><td><p>Number of shares</p></td><td><p>1.309 B</p></td><td><p>1.185 B</p></td><td><p>1.173 B</p></td><td><p>1.180 B</p></td><td><p>1.153 B</p></td></tr><tr><td><p>Market capitalization</p></td><td><p>76.700 B</p></td><td><p>99.660 B</p></td><td><p>105.656 B</p></td><td><p>131.511 B</p></td><td><p>100.452 B</p></td></tr></tbody></table><p>Source: Financial Modelling Prep</p><p><i>Estimate</i></p><p>With current revenue growth underway, if the USA stock market can sustain its momentum, Starbucks may be able to live up to its forecasted numbers with some relative strength into 2026. There will be some decent growth with a strong stock dividend yield and solid performance, a rare feature for any American stock. Also, Starbucks&#39; net profit should grow by 50% as projected into 2026.</p><table><tbody><tr><td><p>YEARLY ESTIMATES</p></td><td><p>2022</p></td><td><p>2023</p></td><td><p>2024</p></td><td><p>2025</p></td><td><p>2026</p></td></tr><tr><td><p>Revenue</p></td><td><p>32,158</p></td><td><p>35,841</p></td><td><p>39,756</p></td><td><p>43,774</p></td><td><p>47,618</p></td></tr><tr><td><p>Dividend</p></td><td><p>1.97</p></td><td><p>2.16</p></td><td><p>2.32</p></td><td><p>2.46</p></td><td><p>3.18</p></td></tr><tr><td><p>Dividend Yield (in %)</p></td><td><p>2.01 %</p></td><td><p>2.20 %</p></td><td><p>2.37 %</p></td><td><p>2.51 %</p></td><td><p>3.25 %</p></td></tr><tr><td><p>EPS</p></td><td><p>2.87</p></td><td><p>3.40</p></td><td><p>4.00</p></td><td><p>4.71</p></td><td><p>5.35</p></td></tr><tr><td><p>P/E Ratio</p></td><td><p>34.14</p></td><td><p>28.81</p></td><td><p>24.50</p></td><td><p>20.82</p></td><td><p>18.31</p></td></tr><tr><td><p>EBITDA</p></td><td><p>6,101</p></td><td><p>7,006</p></td><td><p>7,951</p></td><td><p>9,030</p></td><td><p>-</p></td></tr><tr><td><p>Net Profit</p></td><td><p>3,320</p></td><td><p>3,891</p></td><td><p>4,489</p></td><td><p>5,178</p></td><td><p>5,573</p></td></tr></tbody></table><p>Source: BusinessInsider</p><h2>Technical Analysis Shows Optimal Time for Market Orders</h2><p><i>Fibonacci</i></p><p>If one was to look at the Fibonacci levels based on the most recent Starbucks price action, the timing is near perfect for taking market entries to get quick returns. It might take a while for the Starbucks Fibonacci trendline to update itself on the recent stock price. It is hard to optimize when to take market entries, but sometimes you can use the 382 Fibonacci level to mark potential entries. You want to take advantage of potential profitable returns as you wait for the stock price to cross the trend line.</p><p><img src=\"https://static.tigerbbs.com/84f2a85a2289836f1dca662a8c916e4c\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>fibonacci sbux (custom platform )</p><p><i>Bollinger Bonds</i></p><p>As one can see with the Bollinger upper band, as Starbucks&#39; stock price quickly moves up, the upper band tries to keep up to date with its solid momentum. The real concerns about this momentum are how long this upswing will last.</p><p><img src=\"https://static.tigerbbs.com/5ec84fd37f70d7cbf179dae87dc00c64\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>bollinger sbux (custom platform)</p><p><i>RSI</i></p><p>As the stock price of Starbucks has very high momentum, it has nearly reached the RSI overbought condition. It is common to see stock prices pull back from this to allow new rates to come into the market to adjust the RSI on the latest stock price moves.</p><p><img src=\"https://static.tigerbbs.com/af5dc8cf6f97bcded06fcb7583be5a5c\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>sbux rsi (custom platform)</p><p>Prediction via AI</p><p><i>Monte Carlo</i></p><p>This Monte Carlo simulation reveals some extreme upward-moving prediction paths confirming that the stock price of Starbucks should be reasonably sustainable over the short term. Also, the accompanying normalized distribution shows more significant estimates on the right side of the latest value in stock price.</p><p><img src=\"https://static.tigerbbs.com/9d1fb5479e0da645ef6eb7add78cfbd7\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>monte carlo sbux (custom platform)</p><p><i>Regression</i></p><p>Another way to verify sustainable stock price moves is using the forecasted 30-day red regression line using artificial intelligence. Here you can see how the Starbucks stock price continues to increase, which is not flat. So, the stock price momentum will moderate slower but should outperform the overall S &amp; P 500 stock index.</p><p><img src=\"https://static.tigerbbs.com/ab51f196b74b2b0e6b13a1e642a87909\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>regression sbux (custom platform)</p><h2>Risk is Lower for Higher Price Returns</h2><p><i>Price vs. Short Volume</i></p><p>It is very encouraging to see the acceleration of Starbucks&#39; stock price shorting volume against the total volume drop. The CEO and founder have repurchased Starbucks, which confirms investors&#39; confidence in the performance of the stock price of Starbucks as it continues to accelerate up. If there were a further concern about the stock price to be questioned, you would see the shorting volume be over 50% of the total amount traded.</p><p><img src=\"https://static.tigerbbs.com/17b43f08a527b3a3d674aadf558eab96\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>short sbux (custom platform)</p><p>Source: StockGrid</p><p><i>Recommendation</i></p><p>As one can see, many market analysts can see the strong buy signals from Starbucks. Therefore, based on the most recent data, they put out a solid buy. As one can surmise, the strong buy should percolate over weekly and maybe even monthly intervals.</p><table><tbody><tr><td><p>Interval</p></td><td><p>RECOMMENDATION</p></td><td><p>BUY</p></td><td><p>SELL</p></td><td><p>NEUTRAL</p></td></tr><tr><td><p>One month</p></td><td><p>BUY</p></td><td><p>10</p></td><td><p>6</p></td><td><p>10</p></td></tr><tr><td><p>One week</p></td><td><p>BUY</p></td><td><p>15</p></td><td><p>3</p></td><td><p>8</p></td></tr><tr><td><p>One day</p></td><td><p>STRONG_BUY</p></td><td><p>16</p></td><td><p>1</p></td><td><p>9</p></td></tr></tbody></table><p>Source: Trading View</p><p><i>Sustainability</i></p><p>As we know, Starbucks is a relatively high-profile social justice company. Still, when its sustainability or ESG rating is only average performance, the company should focus on its product with its market messaging instead.</p><table><tbody><tr><td><p>Metric</p></td><td><p>Value</p></td></tr><tr><td><p>Social score</p></td><td><p>14.5</p></td></tr><tr><td><p>Peer count</p></td><td><p>44</p></td></tr><tr><td><p>Governance score</p></td><td><p>4.21</p></td></tr><tr><td><p>Total esg</p></td><td><p>24.83</p></td></tr><tr><td><p>Highest controversy</p></td><td><p>3</p></td></tr><tr><td><p>ESG performance</p></td><td><p>AVG_PERF</p></td></tr><tr><td><p>Peer group</p></td><td><p>Consumer Services</p></td></tr><tr><td><p>Environment score</p></td><td><p>6.11</p></td></tr></tbody></table><p>Source: Yahoo Finance</p><h3>Due Diligence</h3><p><i>Price Target</i></p><p><img src=\"https://static.seekingalpha.com/uploads/2022/11/23/1069318-16691886796571503.jpeg\" tg-width=\"640\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>target sbux (custom platform )</p><p>Source: BusinessInsider</p><h2>Insider</h2><p>Starbucks CEO Howard Schultz also purchased a high volume of Starbucks shares in September, showing extra confidence in the company. It also says other executives feel the same way, reflecting upon Starbucks&#39;s future as a fast-growing company.</p><p><i>Insider Stats</i></p><table><tbody><tr><td><p>Metric</p></td><td><p>X</p></td><td><p>Filing Date</p></td><td><p>Trading Date</p></td><td><p>Ticker</p></td><td><p>Insider</p></td><td><p>Title</p></td><td><p>Trade Type</p></td><td><p>Price</p></td><td><p>Quantity</p></td><td><p>Owned</p></td><td><p>Delta Own</p></td><td><p>Value</p></td></tr><tr><td><p>0</p></td><td><p>nan</p></td><td><p>2022-09-16 18:01:39</p></td><td><p>2022-09-15</p></td><td><p>SBUX</p></td><td><p>Hobson Mellody L</p></td><td><p>Dir</p></td><td><p>P - Purchase</p></td><td><p>$92.58</p></td><td><p>+54,750</p></td><td><p>716,400</p></td><td><p>+8%</p></td><td><p>+$5,068,536</p></td></tr><tr><td><p>1</p></td><td><p>D</p></td><td><p>2022-09-16 17:59:52</p></td><td><p>2022-09-15</p></td><td><p>SBUX</p></td><td><p>Jenkins Zabrina</p></td><td><p>acting evp, G.C.</p></td><td><p>S - Sale+OE</p></td><td><p>$93.00</p></td><td><p>-4,020</p></td><td><p>36,337</p></td><td><p>-10%</p></td><td><p>-$373,860</p></td></tr><tr><td><p>2</p></td><td><p>nan</p></td><td><p>2022-09-16 17:56:45</p></td><td><p>2022-09-15</p></td><td><p>SBUX</p></td><td><p>Allison Richard E Jr</p></td><td><p>Dir</p></td><td><p>P - Purchase</p></td><td><p>$92.53</p></td><td><p>+10,000</p></td><td><p>23,658</p></td><td><p>+73%</p></td><td><p>+$925,320</p></td></tr></tbody></table><p>Source: Open Insider</p><p><i>Insider Activity</i></p><table><tbody><tr><td><p>Date</p></td><td><p>Shares Traded</p></td><td><p>Shares Held</p></td><td><p>Price</p></td><td><p>Type</p></td><td><p>Option</p></td><td><p>Insider</p></td><td><p>Trade</p></td></tr><tr><td><p>2022-09-14</p></td><td><p>54,750.00</p></td><td><p>433,254.03</p></td><td><p>92.58</p></td><td><p>Buy</p></td><td><p>No</p></td><td><p>SCHULTZ HOWARD D</p></td><td><p>54750.0</p></td></tr><tr><td><p>2022-09-30</p></td><td><p>43,912.00</p></td><td><p>43,912.00</p></td><td><p>nan</p></td><td><p>Buy</p></td><td><p>No</p></td><td><p>SCHULTZ HOWARD D</p></td><td><p>43912.0</p></td></tr><tr><td><p>2022-11-09</p></td><td><p>56.00</p></td><td><p>36,369.21</p></td><td><p>96.26</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>SCHULTZ HOWARD D</p></td><td><p>-56.0</p></td></tr><tr><td><p>2022-11-09</p></td><td><p>990.00</p></td><td><p>39,527.00</p></td><td><p>96.26</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>Jenkins Zabrina</p></td><td><p>-990.0</p></td></tr><tr><td><p>2022-11-09</p></td><td><p>1,599.00</p></td><td><p>52,366.42</p></td><td><p>96.26</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>Jenkins Zabrina</p></td><td><p>-1599.0</p></td></tr><tr><td><p>2022-11-10</p></td><td><p>234.00</p></td><td><p>39,293.00</p></td><td><p>97.38</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>TERUEL JAVIER G</p></td><td><p>-234.0</p></td></tr><tr><td><p>2022-11-10</p></td><td><p>67.00</p></td><td><p>36,302.21</p></td><td><p>97.38</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>Ramo Joshua Cooper</p></td><td><p>-67.0</p></td></tr><tr><td><p>2022-11-10</p></td><td><p>1,507.00</p></td><td><p>50,859.42</p></td><td><p>97.38</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>Campion Andrew</p></td><td><p>-1507.0</p></td></tr><tr><td><p>2022-11-13</p></td><td><p>241.00</p></td><td><p>36,061.21</p></td><td><p>97.42</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>KNUDSTORP JORGEN VIG</p></td><td><p>-241.0</p></td></tr><tr><td><p>2022-11-13</p></td><td><p>3,311.00</p></td><td><p>47,548.42</p></td><td><p>97.42</p></td><td><p>Sell</p></td><td><p>No</p></td><td><p>Shih Clara</p></td><td><p>-3311.0</p></td></tr></tbody></table><p>Source: BusinessInsider</p><h2>Conclusion</h2><p>Starbucks is entering an exciting time with the recent acceleration in its stock price. When you have the CEO and founder buying stock, take note to do the same. The same case can be said for market analysts&#39; recommendations, which follow a strong buy most recently. Forward guidance also indicates a potential increase of 40+% within four years. Based on where the current stock price is at the optimal time to make trades as it reaches a Fibonacci level of 0.382 level. As a result, the result makes sense on the timing for entries and potential short terms with long-term include with 40+% revenue increase.</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>Starbucks Will Perk Up Its Revenue Within 4 Years (Technical Analysis)</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\">\nStarbucks Will Perk Up Its Revenue Within 4 Years (Technical Analysis)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560524-starbucks-will-perk-up-it-revenue-within-4-years><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Starbucks (NASDAQ: SBUX) is a large high-end coffee retailer based out of Seattle, Washington. This company has shown some flat growth via fundamentals analysis, with the stock price nearly doubling ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560524-starbucks-will-perk-up-it-revenue-within-4-years\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克"},"source_url":"https://seekingalpha.com/article/4560524-starbucks-will-perk-up-it-revenue-within-4-years","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286317799","content_text":"Starbucks (NASDAQ: SBUX) is a large high-end coffee retailer based out of Seattle, Washington. This company has shown some flat growth via fundamentals analysis, with the stock price nearly doubling in four years. Simple moving average periods have demonstrated relative positive strength over the last 200 working days. As a result, the stock price has accelerated by 15% in the previous month.It seems wise to look at this company for your portfolio for both short-term return and long-term growth.Fundamentals Show Revenue will Double in 4 YearsRatiosThe current ratio was most substantial in 2018, and Starbucks' current ratio has been lower in the last five years. The quick ratio, as well as the cash ratio, have similar patterns to the current ratio.Metric20182019202020212022PeriodF.Y.F.Y.F.Y.F.Y.FYCurrent ratio2.1980.9171.0631.1970.767Quick ratio1.8620.6120.8200.9510.476Cash ratio1.5400.4360.5920.7920.308Days of sales outstanding24.34114.04921.65714.23213.304Click to enlargeDataThis current year has been a solid year for Starbucks, with its simple moving average of over 200 days has been relatively strong. Additionally, as the U.S. stock market appears to be bottoming, the latest 20 days simple moving report strength has also been very robust.MetricValuesSMA208.18%SMA5010.33%SMA20016.72%Source: FinVizEnterpriseDespite weaker fundamental ratios, the stock price has accelerated from 2018 to nearly double up to 2021. This year shows a more inadequate market cap and stock price performance, but Starbucks may fully recover its 2021 levels with the most recent returns.Metric20182019202020212022SymbolSBUXSBUXSBUXSBUXSBUXStock price58.59084.13090.050111.45087.100Number of shares1.309 B1.185 B1.173 B1.180 B1.153 BMarket capitalization76.700 B99.660 B105.656 B131.511 B100.452 BSource: Financial Modelling PrepEstimateWith current revenue growth underway, if the USA stock market can sustain its momentum, Starbucks may be able to live up to its forecasted numbers with some relative strength into 2026. There will be some decent growth with a strong stock dividend yield and solid performance, a rare feature for any American stock. Also, Starbucks' net profit should grow by 50% as projected into 2026.YEARLY ESTIMATES20222023202420252026Revenue32,15835,84139,75643,77447,618Dividend1.972.162.322.463.18Dividend Yield (in %)2.01 %2.20 %2.37 %2.51 %3.25 %EPS2.873.404.004.715.35P/E Ratio34.1428.8124.5020.8218.31EBITDA6,1017,0067,9519,030-Net Profit3,3203,8914,4895,1785,573Source: BusinessInsiderTechnical Analysis Shows Optimal Time for Market OrdersFibonacciIf one was to look at the Fibonacci levels based on the most recent Starbucks price action, the timing is near perfect for taking market entries to get quick returns. It might take a while for the Starbucks Fibonacci trendline to update itself on the recent stock price. It is hard to optimize when to take market entries, but sometimes you can use the 382 Fibonacci level to mark potential entries. You want to take advantage of potential profitable returns as you wait for the stock price to cross the trend line.fibonacci sbux (custom platform )Bollinger BondsAs one can see with the Bollinger upper band, as Starbucks' stock price quickly moves up, the upper band tries to keep up to date with its solid momentum. The real concerns about this momentum are how long this upswing will last.bollinger sbux (custom platform)RSIAs the stock price of Starbucks has very high momentum, it has nearly reached the RSI overbought condition. It is common to see stock prices pull back from this to allow new rates to come into the market to adjust the RSI on the latest stock price moves.sbux rsi (custom platform)Prediction via AIMonte CarloThis Monte Carlo simulation reveals some extreme upward-moving prediction paths confirming that the stock price of Starbucks should be reasonably sustainable over the short term. Also, the accompanying normalized distribution shows more significant estimates on the right side of the latest value in stock price.monte carlo sbux (custom platform)RegressionAnother way to verify sustainable stock price moves is using the forecasted 30-day red regression line using artificial intelligence. Here you can see how the Starbucks stock price continues to increase, which is not flat. So, the stock price momentum will moderate slower but should outperform the overall S & P 500 stock index.regression sbux (custom platform)Risk is Lower for Higher Price ReturnsPrice vs. Short VolumeIt is very encouraging to see the acceleration of Starbucks' stock price shorting volume against the total volume drop. The CEO and founder have repurchased Starbucks, which confirms investors' confidence in the performance of the stock price of Starbucks as it continues to accelerate up. If there were a further concern about the stock price to be questioned, you would see the shorting volume be over 50% of the total amount traded.short sbux (custom platform)Source: StockGridRecommendationAs one can see, many market analysts can see the strong buy signals from Starbucks. Therefore, based on the most recent data, they put out a solid buy. As one can surmise, the strong buy should percolate over weekly and maybe even monthly intervals.IntervalRECOMMENDATIONBUYSELLNEUTRALOne monthBUY10610One weekBUY1538One daySTRONG_BUY1619Source: Trading ViewSustainabilityAs we know, Starbucks is a relatively high-profile social justice company. Still, when its sustainability or ESG rating is only average performance, the company should focus on its product with its market messaging instead.MetricValueSocial score14.5Peer count44Governance score4.21Total esg24.83Highest controversy3ESG performanceAVG_PERFPeer groupConsumer ServicesEnvironment score6.11Source: Yahoo FinanceDue DiligencePrice Targettarget sbux (custom platform )Source: BusinessInsiderInsiderStarbucks CEO Howard Schultz also purchased a high volume of Starbucks shares in September, showing extra confidence in the company. It also says other executives feel the same way, reflecting upon Starbucks's future as a fast-growing company.Insider StatsMetricXFiling DateTrading DateTickerInsiderTitleTrade TypePriceQuantityOwnedDelta OwnValue0nan2022-09-16 18:01:392022-09-15SBUXHobson Mellody LDirP - Purchase$92.58+54,750716,400+8%+$5,068,5361D2022-09-16 17:59:522022-09-15SBUXJenkins Zabrinaacting evp, G.C.S - Sale+OE$93.00-4,02036,337-10%-$373,8602nan2022-09-16 17:56:452022-09-15SBUXAllison Richard E JrDirP - Purchase$92.53+10,00023,658+73%+$925,320Source: Open InsiderInsider ActivityDateShares TradedShares HeldPriceTypeOptionInsiderTrade2022-09-1454,750.00433,254.0392.58BuyNoSCHULTZ HOWARD D54750.02022-09-3043,912.0043,912.00nanBuyNoSCHULTZ HOWARD D43912.02022-11-0956.0036,369.2196.26SellNoSCHULTZ HOWARD D-56.02022-11-09990.0039,527.0096.26SellNoJenkins Zabrina-990.02022-11-091,599.0052,366.4296.26SellNoJenkins Zabrina-1599.02022-11-10234.0039,293.0097.38SellNoTERUEL JAVIER G-234.02022-11-1067.0036,302.2197.38SellNoRamo Joshua Cooper-67.02022-11-101,507.0050,859.4297.38SellNoCampion Andrew-1507.02022-11-13241.0036,061.2197.42SellNoKNUDSTORP JORGEN VIG-241.02022-11-133,311.0047,548.4297.42SellNoShih Clara-3311.0Source: BusinessInsiderConclusionStarbucks is entering an exciting time with the recent acceleration in its stock price. When you have the CEO and founder buying stock, take note to do the same. The same case can be said for market analysts' recommendations, which follow a strong buy most recently. Forward guidance also indicates a potential increase of 40+% within four years. Based on where the current stock price is at the optimal time to make trades as it reaches a Fibonacci level of 0.382 level. As a result, the result makes sense on the timing for entries and potential short terms with long-term include with 40+% revenue increase.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966299612,"gmtCreate":1669539383636,"gmtModify":1676538205988,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Not anytime soon","listText":"Not anytime soon","text":"Not anytime soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9966299612","repostId":"2286418053","repostType":4,"repost":{"id":"2286418053","kind":"highlight","pubTimestamp":1669522519,"share":"https://ttm.financial/m/news/2286418053?lang=&edition=full_marsco","pubTime":"2022-11-27 12:15","market":"us","language":"en","title":"CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot","url":"https://stock-news.laohu8.com/highlight/detail?id=2286418053","media":"Seekingalpha","summary":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) an","content":"<html><head></head><body><p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers&#39; price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.</p><p>The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.</p><p>Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.</p><p>If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.</p><p>However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it&#39;s still not yet in line with historical standards:</p><p><img src=\"https://static.tigerbbs.com/e625a90dff771b0d7e944e64afea8474\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.</p><p>And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.</p><p>What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.</p><p>Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.</p><p><i><b>Average ticket vs. traffic at Walmart:</b></i></p><p><img src=\"https://static.tigerbbs.com/332f3e192c3b45a529272f50930f72af\" tg-width=\"640\" tg-height=\"50\" referrerpolicy=\"no-referrer\"/></p><p>If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.</p><p>My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.</p><p><i><b>Amazon: </b></i></p><p><img src=\"https://static.tigerbbs.com/fe4ee98477a97035578994e17e74c01f\" tg-width=\"640\" tg-height=\"21\" referrerpolicy=\"no-referrer\"/></p><p>This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.</p><p>What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)</p><p>The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.</p><p>Coincidence or Correlation? You tell me what you think.</p><p>Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.</p><p><i><b>Costco:</b></i></p><p>TTM revenue for Costco as of the August ’22 quarter, was $226 bl.</p><p>Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.</p><p><img src=\"https://static.tigerbbs.com/98ef085cd44ff2d772e22c28d7df85f1\" tg-width=\"640\" tg-height=\"26\" referrerpolicy=\"no-referrer\"/></p><p>The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.</p><p>COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.</p><p>In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods &amp; Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.</p><p>(I’m guessing – and please note that – COST is probably considerably smaller than Walmart&#39;s pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.</p><p>(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)</p><p><i><b>Home Depot:</b></i></p><p><img src=\"https://static.tigerbbs.com/57e116c38f010b75a0518c13078f757d\" tg-width=\"640\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners&#39; equivalent rent, and such are a 30% weight in the CPI basket.</p><p><img src=\"https://static.tigerbbs.com/5e8a09a9efc6fb5ade6a35e65306d4e9\" tg-width=\"640\" tg-height=\"25\" referrerpolicy=\"no-referrer\"/></p><p>This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.</p><p>What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.</p><p><img src=\"https://static.tigerbbs.com/4313b9b9553313538aa9b1f4f5ca4b8c\" tg-width=\"640\" tg-height=\"48\" referrerpolicy=\"no-referrer\"/></p><p>This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.</p><p>Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.</p><p><i><b>Summary/conclusion:</b></i> The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.</p><p>Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.</p><p>Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:</p><ul><li>Walmart: $600 billion</li><li>Amazon: $502 billion</li><li>Costco: $227 billion</li><li>Home Depot: $157 billion</li><li>Total: $1,486 trillion</li></ul><p>The Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).</p><p>But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)</p><p>In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.</p><p>Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:</p><ul><li>’20 to ’22: averaged 3% revenue growth</li><li>’10 to ’19: averaged 2% revenue growth</li><li>’00 to ’09: averaged 11% revenue growth</li><li>’96 to ’99: averaged 14% revenue growth</li></ul><p>What happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.</p><p>Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.</p><p>Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)</p><p>When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.</p><p>Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.</p><p>Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.</p><p>Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.</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>CPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot</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\">\nCPI Inflation Will Come Down: A Look At Walmart, Amazon, Costco And Home Depot\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COST":"好市多","WMT":"沃尔玛","HD":"家得宝","AMZN":"亚马逊"},"source_url":"https://seekingalpha.com/article/4560535-cpi-inflation-will-come-down-a-look-at-walmart-amazon-costco-and-home-depot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286418053","content_text":"The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and Amazon (AMZN) will begin pushing back on their suppliers' price hikes, which has forced the big retailers into the unenviable position of using “price” rather than traffic or volume to drive revenue growth since early 2020, given COVID and the various supply chain issues and distortions caused by COVID that have wreaked havoc on the business.The WSJ article was eerily reminiscent of Joe Nocera’s article in the New York Times in the early 1990s, where Nocera noted that the one reason inflation likely remained contained in the early 1990s was due to Walmart and its emphasis on “every day low price” or EDLP, not in the literal sense, but from the perspective that the average American probably doesn’t realize the impact Walmart, Amazon, now Costco (COST) and Home Depot (HD), have on retail pricing today, given their size.Walmart recently had a good earnings report for its fiscal 3rd quarter ended October ’22, where revenue grew 8.75%, operating income grew 4% and EPS grew 3.5% year-over-year (YoY). This blog previewed the earnings report on Seeking Alpha here.If readers quickly peruse the earnings preview, it was noted that Walmart was suffering from “retail constipation” as inventory growth had far exceeded sales growth and for a company that runs like a Swiss watch, this was a rare occurrence indeed.However, as the following spreadsheet shows, Walmart has vastly improved its revenue growth vs. inventory growth, although it's still not yet in line with historical standards:Readers need to click on the above spreadsheet to see the relationship between revenue and inventory growth YoY and note how during COVID in 2020, inventory fell sharply and then – perhaps – a much stronger reopening was expected, which drove an inventory build.And now in the late stages of 2022, particularly the last quarter, Walmart is finally getting the relationship back to normal, although it’s still not quite there yet, since ideally, revenue growth should exceed inventory growth YoY, for at least 3 of the 4 quarters every year.What’s important for readers to understand is that this relationship impacts working capital and thus cash flow from operations, so just this one metric – particularly for a retailer – can have a dramatic influence on profitability and cash flow.Walmart’s typical “inventory turnover” is usually between 2.0x and 2.5x looking back to 2018, but it’s now at under 2.0x, with the last 3 quarters coming in around 1.8x as the retail giant tries to push the inventory bowling ball through the snake.Average ticket vs. traffic at Walmart:If you ever want some insight into a retail business look at “average ticket vs. traffic”: Walmart being the giant that it is, look how the two are used in tandem, both through the pandemic and then after it.My guess is Walmart will do everything it can to reduce that “average ticket” over time. It’s a struggle now since the conference call notes said that Walmart is guiding to a consumer that might might slow spending in Q4 ’23 (ends Jan ’23) “given persistent inflationary pressure in food and consumables”, however that is probably a conservative guide for the giant retailer given its history.Amazon: This table shows the identical measurement that Walmart contains but it’s not apples-to-apples since Amazon Web Services, Subscriptions and Advertising revenue segments are now 31% of Amazon’s total revenue as of 9/30/22. It’s unknown to me how subscriptions and advertising impact “inventory” which would distort the inventory numbers so to speak.What’s clear is that Amazon is still 69% online, physical stores and 3rd party resellers, and you would think that the advantage to the 3rd party re-sellers for Amazon is that it would allow Amazon to not have to use their balance sheet to stock inventory. (That’s an assumption on my part.)The point being that the last quarter where Amazon’s revenue growth exceeded inventory growth was the June ’21 quarter right around the time the stock peaked at $188 per share.Coincidence or Correlation? You tell me what you think.Still as Amazon’s ecommerce division rights itself after expanding too rapidly, revenue consisting of 69-70% of $502 billion in total revenue, there should be ample opportunity to obtain supplier concessions in the Amazon marketplace.Costco:TTM revenue for Costco as of the August ’22 quarter, was $226 bl.Costco never suffered the “traffic” decline that Walmart and Home Depot have incurred, thus their quarterly comps, which averaged roughly 5-6% in calendar 2019, have averaged 13% since calendar 2020 or the earliest days since the pandemic began.The problem with including Costco in an analysis with Walmart, Amazon and Home Depot, is that COST is a warehouse club and “inventory” is different than the typical retailer: my understanding is that inventory is taken in as a consignment rather than owned directly.COST is probably better compared to Sam’s Club directly than Walmart itself, (with Sam’s Club being a division of Walmart) but with $226 billion in TTM sales, I thought it was worth a look from a market power perspective.In Costco’s 10-Q, the various product lines are broken out and the revenue detailed and for COST, “Foods & Sundries” and “Fresh Foods” are roughly 50% of COST’s total revenue.(I’m guessing – and please note that – COST is probably considerably smaller than Walmart's pure grocery or “fresh foods” segment. COST’s Q shows that “fresh foods” is just 13% of total revenue as of the last quarter.(Note too that the next COST earnings report is December 8th and thus readers will get another look at food and grocery inflation as of November ’22 quarter-end, before the next CPI report.)Home Depot:Although it’s not considered a “general merchandise retailer”, Home Depot was thrown into the mix given its annual revenue growth and housing’s importance to the CPI, i.e. owners' equivalent rent, and such are a 30% weight in the CPI basket.This above spreadsheet shows that Home Depot like Walmart is relying on “ticket” vs. traffic to make it through both the post-Covid supply chain issues and the housing slowdown.What I worry about regarding Home Depot is that if you look at “cash flow vs. net income” you could make a case for the Home Depot business model being under some stress.This table compares Home Depot’s cash flow and free cash flow vs. net income and readers can see that as far back as 2017, the relationship looked normal but with the recent slowdown in housing, there is no question Home Depot is feeling the pressure, although part of it could be supply chain issues as well.Is this a reason to sell Home Depot’s stock – probably not – but it speaks to how the quality of a company’s earnings are impacted when the model is placed under stress.Summary/conclusion: The total dollar value of US GDP at the end of 2021 was $23 trillion, and the four companies listed above represent about $1.5 trillion, or about 6.5% of that $23 trillion as of the latest quarter, using the “trailing-twelve-month” (TTM) revenue metric.Walmart is America’s largest private sector employer employing 2.2 to 2.3 million, while Amazon is still a ways away from overtaking Walmart in that metric, but now employs 1.5 million Americans as of 9/30/22, up from 1.1 million as of September 2020.Here’s how the trailing twelve-month revenue falls out by company as of the latest quarter reported:Walmart: $600 billionAmazon: $502 billionCostco: $227 billionHome Depot: $157 billionTotal: $1,486 trillionThe Wall Street Journal article made the point about Walmart’s and Amazon’s importance to consumer inflation, although many including David Faber of CNBC have done media specials on Walmart’s treatment of suppliers, etc. some of which are not always “fair and balanced” (and I’m not speaking of Faber’s special, which I thought was balanced).But it’s at times like this that you can appreciate that as supply disruptions and the pandemic influences fade, Walmart has the ability to squeeze consumer inflation out of the pipeline. (Having never modeled Target, it wasn’t included in the above analysis.)In Michael Porter’s legendary “Competitive Strategy” book, one of the competitive tenets in industry sparring matches is “power over suppliers”, thus Walmart could be said to have two of the basic principles, i.e. low-cost leader and power over suppliers, although Amazon has unquestionably closed the gap on Walmart and has become a formidable competitor since early this century.Looking at Walmart’s “average” revenue growth since the mid ’90s here’s what I found:’20 to ’22: averaged 3% revenue growth’10 to ’19: averaged 2% revenue growth’00 to ’09: averaged 11% revenue growth’96 to ’99: averaged 14% revenue growthWhat happened to Walmart’s revenue growth, if the same “compare” were run for Amazon, Amazon (and probably Costco too) would likely be the mirror image of these bullet points, which is probably a surprise to no one.Walmart’s enormous competitive advantage today is that at least half their revenue – which was $600 billion TTM as of the last earnings report – is grocery, the holy grail of retail since it’s low cost and it drives foot traffic.Walmart has to be the largest grocer in the world, or at the very least America, although I heard one CNBC guest around Walmart’s last earnings report say that he thought grocery was now 70% of Walmart’s total revenue. (That was a surprise.)When Jeff Bezos stepped down as Amazon CEO, he said he was going to take on the “physical store” aspect of Amazon’s revenue base, which is the Whole Foods acquisition, thus while the big opportunity for Amazon is still “grocery” that has to be a very long uphill battle for the ecommerce giant given Walmart’s dominance. Not being a sell-side analyst it would seem that Costco and Kroger (KR) represent larger competitive threats to Walmart today than Amazon.Agreeing in principle with the Wall Street Journal article, I hope this article provided a little more “analytical flavor” in terms of the numbers (and this article was probably too technical for easy reading), since these 4 retailers represent 6.5% of what was 2021 total GDP of $23 trillion.Typically and historically per what’s been read, once inflation starts to roll over, it tends to continue to fall, so as Walmart and Amazon work through their bloated inventory and supply chain issues, expect more pressure on inflation, and in Walmart’s case especially food inflation.Take everything you read here as one opinion, and with a substantial grain of salt. Hopefully, readers found the content interesting.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967696520,"gmtCreate":1670306896260,"gmtModify":1676538341415,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Got","listText":"Got","text":"Got","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9967696520","repostId":"2289286198","repostType":2,"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966299591,"gmtCreate":1669539434213,"gmtModify":1676538205995,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"I'll wait a little longer","listText":"I'll wait a little longer","text":"I'll wait a little longer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966299591","repostId":"1140872243","repostType":4,"repost":{"id":"1140872243","kind":"news","pubTimestamp":1669522101,"share":"https://ttm.financial/m/news/1140872243?lang=&edition=full_marsco","pubTime":"2022-11-27 12:08","market":"us","language":"en","title":"Shopify Puts Up 28% in a Month, Should You Invest Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140872243","media":"TipRanks","summary":"Story HighlightsShopify stock has bounced back from its lows. However, the uncertain economic enviro","content":"<div>\n<p>Story HighlightsShopify stock has bounced back from its lows. However, the uncertain economic environment could continue to play spoilsport.Shopify (NYSE:SHOP)(TSE:SHOP) stock has gained about 28% in ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-nyseshop-puts-up-28-in-a-month-should-you-invest-now\">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>Shopify Puts Up 28% in a Month, Should You Invest Now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Puts Up 28% in a Month, Should You Invest Now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 12:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/shopify-nyseshop-puts-up-28-in-a-month-should-you-invest-now><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsShopify stock has bounced back from its lows. However, the uncertain economic environment could continue to play spoilsport.Shopify (NYSE:SHOP)(TSE:SHOP) stock has gained about 28% in ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/shopify-nyseshop-puts-up-28-in-a-month-should-you-invest-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.tipranks.com/news/article/shopify-nyseshop-puts-up-28-in-a-month-should-you-invest-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140872243","content_text":"Story HighlightsShopify stock has bounced back from its lows. However, the uncertain economic environment could continue to play spoilsport.Shopify (NYSE:SHOP)(TSE:SHOP) stock has gained about 28% in a month. Positive developments, including the continued moderation in the inflation rate since June and indications of a slowdown in the interest rate hikes, supported SHOP stock. While Shopify stock has bounced back from the lows, an uncertain economic environment could hurt the recovery process and limit the upside.Is Shopify Stock a Buy, Sell, or Hold?Due to the uncertainty, Wall Street is cautiously optimistic about Shopify stock. Eight analysts have rated SHOP stock a Buy, and an equal number of analysts have Hold recommendations. Overall, it has a Moderate Buy consensus rating on TipRanks.Shopify’s investments to strengthen its e-commerce platform positions it well to capitalize on the digital transformation. The increased amount of gross merchandise volume processed through its payment solutions, expansion of its products in new markets, growing adoption of its POS (point-of-sale), Capital, and Market offerings, and investments to strengthen its fulfillment provide a solid base for recovery in Shopify stock.Moreover, Shopify is up against easier year-over-year comparisons in the coming quarters, implying its growth could accelerate.While Shopify stock is a solid long-term investment, near-term macro headwinds could restrict the upside. Further, SHOP’s forward Enterprise Value/Sales multiple of 7.8x is significantly higher than the sector median of 2.7x.Bottom LineShopify is poised to benefit from the ongoing shift in selling models toward digital platforms. Moreover, its strong competitive positioning, investments to strengthen its product base, and increased e-commerce penetration bode well for growth. However, an uncertain economic environmentcould limit the recovery in the near term.Shopify has positive signals from hedge funds and insiders who bought its stock last quarter. However, it carries a Neutral Smart Score of five out of 10. Moreover, analysts’ average price target of $41.21 implies 12% upside potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924323520,"gmtCreate":1672186650960,"gmtModify":1676538647951,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>what happened??","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>what happened??","text":"$Tesla Motors(TSLA)$ what happened??","images":[{"img":"https://community-static.tradeup.com/news/de0a14247d38eb5bde69a2bc1e9729d7","width":"1080","height":"3126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9924323520","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966172730,"gmtCreate":1669464744021,"gmtModify":1676538199415,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Kh","listText":"Kh","text":"Kh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9966172730","repostId":"2286650311","repostType":2,"repost":{"id":"2286650311","kind":"highlight","pubTimestamp":1669426086,"share":"https://ttm.financial/m/news/2286650311?lang=&edition=full_marsco","pubTime":"2022-11-26 09:28","market":"us","language":"en","title":"Apple: Ignore The Zero-COVID Policy And Manchester United Noise","url":"https://stock-news.laohu8.com/highlight/detail?id=2286650311","media":"Seekingalpha","summary":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat","content":"<html><head></head><body><h2><b>The Apple Investment Thesis Is Still Intact</b></h2><p>It is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn&#39;s factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We&#39;ll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.</p><p>On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1&#39;21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.</p><p>Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China&#39;s capacity. Therefore, safeguarding AAPL&#39;s top and bottom lines ahead, no matter the temporal headwinds.</p><p>Even Mr. Market remains optimistic about AAPL&#39;s forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.</p><h2><b>AAPL&#39;s Performance Continue To Defy The Bears</b></h2><p><b>AAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS</b></p><p></p><p><img src=\"https://static.tigerbbs.com/0b64fba2e93c8db104b8c1c98ec6d412\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>In its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4&#39;22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders&#39; value.</p><p><b>AAPL Cash/ Investments, FCF ( in billion $ ) %, and Debts</b></p><p></p><p><img src=\"https://static.tigerbbs.com/939b756788b92bbbf2a6e101ab6fb85b\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Thereby, also expanding AAPL&#39;s Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.</p><p>Furthermore, AAPL&#39;s debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.</p><p><b>AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and</b> <b>FCF %</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c5dd8a68dd2244820105b96fa14e0b48\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Furthermore, AAPL&#39;s top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple: Hello Recession</li><li>Apple Vs. Meta: Battle Of The Mixed Reality</li></ul><h2><b>So, Is AAPL Stock A Buy, Sell, or Hold?</b></h2><p><b>AAPL 5Y EV/Revenue and P/E Valuations</b></p><p></p><p><img src=\"https://static.tigerbbs.com/8ccb10ea1431a665c5d82802ec26e030\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL&#39;s prospects, given their price target of $180.70 and a 19.61% upside from current prices.</p><p><b>AAPL YTD Stock Price</b></p><p></p><p><img src=\"https://static.tigerbbs.com/932da1c65e7f3b000a7065a05264b9b3\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>It is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&amp;P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL&#39;s top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.</p><p>Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1&#39;23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Ignore The Zero-COVID Policy And Manchester United Noise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Ignore The Zero-COVID Policy And Manchester United Noise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. ...</p>\n\n<a href=\"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4560473-apple-ignore-zero-covid-policy-manchester-united-noise","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286650311","content_text":"The Apple Investment Thesis Is Still IntactIt is evident that Apple (NASDAQ:AAPL) is in the hot seat now, due to the rumored Manchester United takeover and the riot in Foxconn's factory in Zhengzhou. While almost impossible, we suppose the massively popular soccer team may add some advertising and marketing value to the company, especially in the Apple TV segment. However, due to the potential cash burn and the odd timing coinciding with World Cup excitement, it is unlikely that the rumor is true. We'll see, since Daily Star has also speculated Amazon (AMZN) and Meta (META) as prospective buyers.On the other hand, we do not expect lingering issues from the Foxconn riot. Notably, iPhone 12 was released in October 2020 at a time when global economies were shut down and China under lockdown. And yet, AAPL and Foxconn went above and beyond in delivering 100M units by H1'21. Though the Zhengzhou plant was previously responsible for four in five iPhone production and assembly, we expect these deliveries to still be completed, albeit delayed with much controversy.Moving forward, Foxconn is already diversifying its production locations to Vietnam and Thailand, with the factory in India already producing additional iPhone 14 models since early November. Though the iPhone 14 Pro model is still limited to the Chinese factory, we expect things to change in the short term, since the factory in India is reportedly close to achieving parity with China's capacity. Therefore, safeguarding AAPL's top and bottom lines ahead, no matter the temporal headwinds.Even Mr. Market remains optimistic about AAPL's forward execution, since the stock continues to trade above its 50-day moving average, significantly aided by the upbeat October CPI reports. Assuming that 75.8% of analysts are right that the Feds truly pivot earlier by December, we may see another wave of optimism lifting most boats up then. One word of caution though, it is uncertain if this recovery will be sustainable through 2023, as the Feds may also raise terminal rates to over 6%.AAPL's Performance Continue To Defy The BearsAAPL Revenue, Net Income ( in billion $ ) %, EBIT %, and EPSS&P Capital IQIn its latest earnings call, AAPL reported excellent YoY expansion in gross margins from 41.8% in FY2021 to 43.3% in FY2022, indicating its excellent pricing power despite the rising inflationary pressures. The company also recorded exemplary EBIT and net income margins of 27.6% and 23% in FQ4'22, respectively, representing excellent command of operating expenses over the past three years. This is impressive, despite the elevated stock-based compensation of $9.03B in FY2022, against $7.9B in FY2021 and $6.06B in FY2019. Then again, with $95.62B of share repurchases and $14.84B of dividends paid out at the same time, we are not overly concerned about the destruction of shareholders' value.AAPL Cash/ Investments, FCF ( in billion $ ) %, and DebtsS&P Capital IQThereby, also expanding AAPL's Free Cash Flow (FCF) generation to $20.84B for the latest quarter, or $111.44B for FY2022, improving its margins by 2.9 percentage points YoY. However, long-term investors would be well-advised to monitor the health of its balance sheet, due to the continuous decline in its total cash/ investments to $48.3B by the latest quarter, indicating a -22.89% headwind YoY or -51.96% from FY2019 levels.Furthermore, AAPL's debt levels remain elevated thus far, with $11.13B due 2023, despite the growth in its FCF generation. Nonetheless, with its long-term debts well-laddered through 2062, the company is still well-positioned for the short term market volatility in 2023.AAPL Projected Revenue, Net Income ( in billion $ ) %, EBIT %, and EPS, and FCF %S&P Capital IQFurthermore, AAPL's top and bottom line growth through FY2025 remains robust, despite the tragic market-wide correction thus far. Mr. Market has only discounted its forward execution by -2.06% and -7.96%, respectively, since May 2022. Furthermore, we may see an upwards re-rating ahead, assuming that its mixed-reality headsets are released in 2023 and Apple Car by 2025. Given its unique positioning in the tech market and loyal global fan base with higher spending power, it is not hard to see why AAPL is well-covered by market analysts.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple: Hello RecessionApple Vs. Meta: Battle Of The Mixed RealitySo, Is AAPL Stock A Buy, Sell, or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 24.20x, higher than its 5Y mean of 4.72x and 22.19x. Otherwise, comparatively lower than its YTD mean of 6.15x and 25.46x, respectively. Otherwise, the stock has also recorded an excellent recovery of 12.01% since recent rock bottom levels in early November. Despite so, consensus estimates remain bullish about AAPL's prospects, given their price target of $180.70 and a 19.61% upside from current prices.AAPL YTD Stock PriceSeeking AlphaIt is not hard to see why AAPL remains the king of the FAANG stocks, despite the market-wide correction thus far. The stock has suffered minimally in the past year by a moderate decline of -17%, compared to the S&P 500 Index by -16.04% and Meta by a tragic -66.85% at the same time. Investors must not forget the subscription plan previously reported by Bloomberg, since AAPL's top and bottom lines remained mostly intact through FY2025, despite the peak recessionary fears.Nonetheless, we have to also admit that investors should wait for a moderate retracement before adding at current levels. That is if one had missed loading up at the recent bottom of $134. There are still some uncertainties in the short term, since the Feds are due to meet by mid-December, with the circumstances still chaotic in Zhengzhou. While its long-term prospects are stellar, we expect to see another bottom retest soon. Especially by the FQ1'23 earnings call, since AAPL may fail to deliver part of its iPhone 14 orders, thereby, missing consensus revenue estimates of $125.85B and EPS of $2.04. Patience for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925061684,"gmtCreate":1671872161848,"gmtModify":1676538605988,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>wen moon?","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ &nbsp;</a>wen moon?","text":"$Tesla Motors(TSLA)$ wen moon?","images":[{"img":"https://community-static.tradeup.com/news/0ee9735e9a32d31a44dcb9f7326b6913","width":"1080","height":"3126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9925061684","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9962660696,"gmtCreate":1669769833415,"gmtModify":1676538239058,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Thx","listText":"Thx","text":"Thx","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962660696","repostId":"1186550550","repostType":2,"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924540351,"gmtCreate":1672291214073,"gmtModify":1676538667143,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$ &nbsp;</a>hmm..","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$ &nbsp;</a>hmm..","text":"$Microsoft(MSFT)$ hmm..","images":[{"img":"https://community-static.tradeup.com/news/c84b212935d1a2a0f0c35d4ed2afdae7","width":"1080","height":"3126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924540351","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9966427022,"gmtCreate":1669621584367,"gmtModify":1676538214709,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966427022","repostId":"1198835584","repostType":2,"repost":{"id":"1198835584","kind":"news","pubTimestamp":1669589744,"share":"https://ttm.financial/m/news/1198835584?lang=&edition=full_marsco","pubTime":"2022-11-28 06:55","market":"us","language":"en","title":"Jobs, Housing Data, GDP Bring Investors Into December: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1198835584","media":"Yahoo Finance","summary":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the wee","content":"<html><head></head><body><p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.</p><p><img src=\"https://static.tigerbbs.com/07e084694ac7c797625be53771937802\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.</p><p>The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.</p><p>Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.</p><p>Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.</p><p>“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”</p><p>On the inflation front, investors will be watching the personal consumption expenditures&#39; (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.</p><p>According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.</p><p>For traders, this year&#39;s action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed&#39;s benchmark interest rate range awaits investors in mid-December.</p><p>As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fa8de8c2a5adf749e95d135caffd002\" tg-width=\"705\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/><span>Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.</span></p><p>Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.</p><p>“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed&#39;s December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”</p><p>While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.</p><p>Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”</p><p>“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock&#39;s team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”</p><p>Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are &#34;meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.</p><p>&#34;We think that is, of course, a risk for equities,&#34; Ackman said. &#34;And part of our thesis is we think inflation is going to be structurally higher.&#34;</p><p>Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.</p><p>Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).</p><p>Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.</p><p>The S&amp;P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.</p><h2>Economic Calendar</h2><p><b>Monday:</b> <b><i>Dallas Fed Manufacturing Activity</i></b>, November (-23.0 expected, -19.4 during prior month)</p><p><b>Tuesday:</b> <b><i>FHFA Housing Pricing Index</i></b>, September (-1.3% expected, -0.7% during prior month); <b><i>House Price Purchasing Index</i></b>, Q3 (4.0% during prior quarter); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, month-over-month, September (-1.15% expected, -1.32% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller 20-City Composite</i></b>, year-over-year, September (10.65% expected, 13.08% during prior month); <b><i>S&amp;P CoreLogic Case-Shiller U.S. National Home Price Index</i></b>(12.99% during prior month); <b><i>Conference Board Consumer Confidence</i></b>, November (100.0 expected, 102.5 during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended Nov. 25 (2.2% during prior week); <b><i>ADP Employment Change</i></b>, November (195,000 expected, 239,000 during prior month); <b><i>GDP Annualized</i></b>, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);<b><i>Personal Consumption</i></b>, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); <b><i>GDP Price Index</i></b>, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); <b><i>Core PCE</i></b>, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); <b><i>Advance Goods Trade Balance</i></b>, September (-$90.2 billion expected, -$92.2 billion during prior month); <b><i>Wholesale Inventories</i></b>, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); <b><i>Retail Inventories</i></b>, month-over-month, October (0.4% during prior month);<b><i>MNI Chicago PMI,</i></b>November (47.0 expected, 45.2 during prior month); <b><i>PendingHome Sales</i></b>, month-over-month, October (-5.2% expected, -10.2% during prior month); <b><i>JOLTS Job Openings</i></b>, October (10.325 million expected, 10.717 million during prior month); <b><i>Federal Reserve Beige Book</i></b></p><p><b>Thursday:</b> <b><i>Challenger Job Cuts</i></b>, year-over-year, November (48.3% during prior month); <b><i>Personal Income</i></b>, October (0.4% expected, 0.4% during prior month); <b><i>Personal Spending</i></b>, October (0.6% expected, 0.8% during prior month); <b><i>PCE Deflator</i></b>, month-over-month, October (0.4% expected, 0.3% during prior month);<b><i>PCE Deflator</i></b>, year-over-year, October (6.0% expected, 6.2% during prior month); <b><i>PCE Core Deflator</i></b>, month-over-month, October (0.3% expected, 0.5% during prior month); <b><i>PCE Core Deflator</i></b>, year-over-year, October (5.0% expected, 5.1% during prior month); <b><i>Initial Jobless Claims</i></b>, week ended Nov. 26 (240,000 during prior week); <b><i>Continuing Claims,</i></b>week ended Nov. 19 (1.551 million during prior week); <b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, November final (49.8 expected, 50.2 during prior month); <b><i>Construction Spending</i></b>, month-over-month, October (-0.2% expected, -0.2% during prior month); <b><i>ISM Manufacturing</i></b>, November (49.8 expected, 50.2 during prior month); <b><i>ISM Prices Paid</i></b>, November (46.6 during prior month); <b><i>ISM New Orders</i></b>, September (49.2 during prior month); <b><i>ISM Employment</i></b>, November (50.0 during prior month); <b><i>WARDS Total Vehicle Sales</i></b>, November (14.90 million expected, 14.90 prior month)</p><p><b>Friday:</b><b><i>Change in Nonfarm Payrolls</i></b>, November (200,000 expected, 216,000 during prior month); <b><i>Unemployment Rate</i></b>, November (3.7% expected, 3.7% during prior month); <b><i>Average Hourly Earnings</i></b>, month-over-month, November (0.3% expected, 0.4% during prior month);<b><i>Average Hourly Earnings</i></b>, year-over-year, November (4.6% expected, 4.7% prior month); <b><i>Average Weekly Hours All Employees</i></b>, November (34.5 expected, 34.5 during prior month); <b><i>Labor Force Participation Rate</i></b>, November (62.3% expected, 62.3% during prior month); <b><i>Underemployment Rate</i></b>, November (60.8% prior month)</p><p>—</p><h2><b>Earnings Calendar</b></h2><p><img src=\"https://static.tigerbbs.com/a40d1324fad197369d0fd7fc5d75b1b5\" tg-width=\"2027\" tg-height=\"1426\" referrerpolicy=\"no-referrer\"/></p><p><b>Monday:</b> Arrowhead (ARWR), AZEK (AZEK)</p><p><b>Tuesday:</b> Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)</p><p><b>Wednesday:</b> Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria&#39;s Secret (VSCO)</p><p><b>Thursday:</b> Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)</p><p><b>Friday:</b> Cracker Barrel (CBRL), Genesco (GCO)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJobs, Housing Data, GDP Bring Investors Into December: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 06:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last ...</p>\n\n<a href=\"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/stock-market-lookahead-november-jobs-report-federal-reserve-182021843.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198835584","content_text":"Investors returning from the Thanksgiving holiday will face a deluge of economic releases in the week ahead as Wall Street heads into the final month of 2022 and braces for the Federal Reserve’s last interest rate hike of the year.The government’s monthly employment report, data on the housing market, a second look at GDP growth, PCE inflation, and a reading on consumer confidence are among the many highlights of a busy economic calendar in the coming days.The Labor Department’s latest employment report, set for release at 8:30 a.m. ET Friday morning, will highlight the schedule.Economists expect nonfarm payrolls rose by 200,000 last month, according to estimates from Bloomberg. If realized, the number would mark another downtrend in the labor market but reflect still-robust hiring on a historical basis.Strong labor market readings havestoked worries that Fed officials will stay the courseon aggressive rate hikes and overshoot on monetary tightening.“Recent monthly data from the advanced economies have tended to exceed analysts’ gloomy expectations, “ Capital Economics chief global economist Jennifer McKeown said in a recent note. “However, this resilience probably also reflects a lag before higher interest rates transmit to the economy and firms are forced to reduce employment.”On the inflation front, investors will be watching the personal consumption expenditures' (PCE) price index out Thursday to see whether the recent trend of easing inflation holds up. On a monthly basis, PCE is expected to show a 0.4% rise in October, up from 0.3% during the prior month, according to Bloomberg estimates. Over the prior year, PCE inflation is expected to have eased to a rate of 6% from 6.2% previously.According to Bank of America’sNovember fund manager survey, investors do not expect the Fed to pivot – or change course on rate hikes – until U.S. PCE inflation falls below 4%.For traders, this year's action has been all about what the Federal Reserve will do next, and fresh economic figures should offer clues about whether a 50- or 75-basis-point increase in the Fed's benchmark interest rate range awaits investors in mid-December.As of Sunday morning,markets were pricing ina roughly 75% chance the Federal Reserve will deliver a 50-basis-point rate hike following the conclusion of its next meeting on December 15, data from the CME Group showed.Federal Reserve Board Chairman Jerome Powell arrives to speak during a news conference in Washington, DC, on November 2, 2022.Areadout of minutes from the Fed’s November meetingalso indicated a “substantial majority” of officials believe it will soon be time to slow the current pace of increases. But a strong November jobs report and higher than expected PCE figure may dash deceleration hopes.“It’s premature in my mind to take anything off the table,” San Francisco Fed PresidentMary Daly said last weekwhen asked whether a 75-basis point rate hike is still possible. “I’m going into the [Fed's December 14-15] meeting with the full range of adjustments that we could make on the table and not taking off prematurely.”While investors are hopeful for a meaningful slowdown in inflation and a subsequent policy shift over the next year, some Wall Street strategists are raising doubts about the Federal Reserve’s ability to fulfill its goals of maximum employment, stable prices, and moderate long-term interest rates.Strategists at theBlackRock Investment Institute warned last weekglobal investors are in a “new macro regime where central banks are causing recessions rather than coming to the rescue.”“That is clear in the rate path of major central banks set to overtighten policy as they battle inflation,” BlackRock's team, led by Jean Boivin, said in weekly commentary. “We think they will eventually pause but not cut rates when confronted with the damage of sharp rate hikes – that could be the reality of recession or the appearance of financial cracks, as seen in the U.K.”Billionaire hedge funder Bill Ackman alsosaid in a recent call with investorsinterest rates are \"meaningfully below where they are going to go,” and the firm does not believe the Federal Reserve will be able to get inflation back to a consistent 2% level.\"We think that is, of course, a risk for equities,\" Ackman said. \"And part of our thesis is we think inflation is going to be structurally higher.\"Elsewhere in economic data this week, a second estimate of third-quarter GDP, Case-Shiller home price data, manufacturing activity gauges, and the Conference Board’s measure of consumer confidence are all on tap.Investors are ready to close the curtains on the latest earnings season, but some standout reports will still be released, including Hewlett Packard Enterprise (HPE), Salesforce (CRM), Dollar General (DG), and Kroger (KR).Last week, U.S. markets continued to build on recent moment in a week of trading shortened by the Thanksgiving holiday.The S&P 500ended modestly loweron Black Friday but finished the week in the green, up roughly 1.5%. The Dow Jones Industrial Average and Nasdaq Composite also advanced over the three and a half-day trading period, each rising 1.8% and 0.7%, respectively.Economic CalendarMonday: Dallas Fed Manufacturing Activity, November (-23.0 expected, -19.4 during prior month)Tuesday: FHFA Housing Pricing Index, September (-1.3% expected, -0.7% during prior month); House Price Purchasing Index, Q3 (4.0% during prior quarter); S&P CoreLogic Case-Shiller 20-City Composite, month-over-month, September (-1.15% expected, -1.32% during prior month); S&P CoreLogic Case-Shiller 20-City Composite, year-over-year, September (10.65% expected, 13.08% during prior month); S&P CoreLogic Case-Shiller U.S. National Home Price Index(12.99% during prior month); Conference Board Consumer Confidence, November (100.0 expected, 102.5 during prior month)Wednesday: MBA Mortgage Applications, week ended Nov. 25 (2.2% during prior week); ADP Employment Change, November (195,000 expected, 239,000 during prior month); GDP Annualized, quarter-over-quarter, Q3 second estimate (2.7% expected, 2.6% prior estimate);Personal Consumption, quarter-over-quarter, Q3 second estimate (1.5% expected, 1.4% prior estimate); GDP Price Index, quarter-over-quarter, Q3 second estimate (4.1% expected, 4.1% prior estimate); Core PCE, quarter-over-quarter, Q3 second estimate (4.5% prior estimate); Advance Goods Trade Balance, September (-$90.2 billion expected, -$92.2 billion during prior month); Wholesale Inventories, month-over-month, October preliminary (0.5% expected, 0.6% during prior month); Retail Inventories, month-over-month, October (0.4% during prior month);MNI Chicago PMI,November (47.0 expected, 45.2 during prior month); PendingHome Sales, month-over-month, October (-5.2% expected, -10.2% during prior month); JOLTS Job Openings, October (10.325 million expected, 10.717 million during prior month); Federal Reserve Beige BookThursday: Challenger Job Cuts, year-over-year, November (48.3% during prior month); Personal Income, October (0.4% expected, 0.4% during prior month); Personal Spending, October (0.6% expected, 0.8% during prior month); PCE Deflator, month-over-month, October (0.4% expected, 0.3% during prior month);PCE Deflator, year-over-year, October (6.0% expected, 6.2% during prior month); PCE Core Deflator, month-over-month, October (0.3% expected, 0.5% during prior month); PCE Core Deflator, year-over-year, October (5.0% expected, 5.1% during prior month); Initial Jobless Claims, week ended Nov. 26 (240,000 during prior week); Continuing Claims,week ended Nov. 19 (1.551 million during prior week); S&P Global U.S. Manufacturing PMI, November final (49.8 expected, 50.2 during prior month); Construction Spending, month-over-month, October (-0.2% expected, -0.2% during prior month); ISM Manufacturing, November (49.8 expected, 50.2 during prior month); ISM Prices Paid, November (46.6 during prior month); ISM New Orders, September (49.2 during prior month); ISM Employment, November (50.0 during prior month); WARDS Total Vehicle Sales, November (14.90 million expected, 14.90 prior month)Friday:Change in Nonfarm Payrolls, November (200,000 expected, 216,000 during prior month); Unemployment Rate, November (3.7% expected, 3.7% during prior month); Average Hourly Earnings, month-over-month, November (0.3% expected, 0.4% during prior month);Average Hourly Earnings, year-over-year, November (4.6% expected, 4.7% prior month); Average Weekly Hours All Employees, November (34.5 expected, 34.5 during prior month); Labor Force Participation Rate, November (62.3% expected, 62.3% during prior month); Underemployment Rate, November (60.8% prior month)—Earnings CalendarMonday: Arrowhead (ARWR), AZEK (AZEK)Tuesday: Baozun (BZUN), Bilibili (BILI), Compass Minerals (CMP), CrowdStrike (CRWD), Hewlett Packard Enterprise (HPE), Hibbett (HIBB), Intuit (INTU), NetApp (NTAP), Workday (WDAY)Wednesday: Donaldson (DCI), Five Below (FIVE), Frontline (FRO), Hormel Foods (HRL), La-Z-Boy (LZB), Nutanix (NTNX), Okta (OKTA), Petco Health and Wellness (WOOF), Pure Storage (PSTG), PVH (PVH), Royal Bank of Canada (RY), Salesforce (CRM), Snowflake (SNOW), Splunk (SPLK), Synopsys (SNPS), Titan Machinery (TITN), Victoria's Secret (VSCO)Thursday: Ambarella (AMBA), American Outdoor Brands (AOUT), Big Lots (BIG), ChargePoint (CHPT), Designer Brands (DBI), Dollar General (DG), G-III Apparel (GIII), Kroger (KR), Li Auto (LI), Manchester United (MANU), Marvell Technology (MRVL), Patterson Companies (PDCO), Toronto-Dominion Bank (TD), Ulta Beauty (ULTA), Veeva Systems (VEEV), Weber (WEBR), Zscaler (ZS)Friday: Cracker Barrel (CBRL), Genesco (GCO)","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952887647,"gmtCreate":1674612776290,"gmtModify":1676538949040,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ &nbsp;</a>g","listText":"<a href=\"https://ttm.financial/S/NIO\">$NIO Inc.(NIO)$ &nbsp;</a>g","text":"$NIO Inc.(NIO)$ 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feds..","listText":"Hawkish feds..","text":"Hawkish feds..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962036721","repostId":"2287142375","repostType":4,"repost":{"id":"2287142375","kind":"highlight","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":1669675466,"share":"https://ttm.financial/m/news/2287142375?lang=&edition=full_marsco","pubTime":"2022-11-29 06:44","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Down Sharply, Hit By Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2287142375","media":"Reuters","summary":"Cyber Monday spending to hit $11.6 bln - reportCrypto shares fall on BlockFi bankruptcy filingBiogen","content":"<html><head></head><body><ul><li>Cyber Monday spending to hit $11.6 bln - report</li><li>Crypto shares fall on BlockFi bankruptcy filing</li><li>Biogen down after death in Alzheimer drug trial</li><li>Indexes end: S&amp;P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%</li></ul><p><img src=\"https://static.tigerbbs.com/fc3f4f0aad8a181477adcbdadab928de\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.</p><p>Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&amp;P 500 index as worker unrest at the world&#39;s biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.</p><p>&#34;We think COVID is one of the key variables for 2023 that would influence stock prices and investors,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>All 11 S&amp;P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.</p><p>U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.</p><p>The S&amp;P 500 declined 1.54% to end the session at 3,963.95 points.</p><p>The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.</p><p>With two trading days left in November, the S&amp;P 500 is on track for a gain of 2.4% for the month.</p><p>Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.</p><p>Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Nvidia Corp and Tesla Inc.</p><p>Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer&#39;s drug.</p><p>Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> each fell about 4% following lender BlockFi&#39;s bankruptcy filing, the latest casualty since FTX&#39;s collapse earlier this month.</p><p>This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government&#39;s second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 12.2-to-one ratio.</p><p>The S&amp;P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Down Sharply, Hit By Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Down Sharply, Hit By Apple\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\">2022-11-29 06:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Cyber Monday spending to hit $11.6 bln - report</li><li>Crypto shares fall on BlockFi bankruptcy filing</li><li>Biogen down after death in Alzheimer drug trial</li><li>Indexes end: S&amp;P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%</li></ul><p><img src=\"https://static.tigerbbs.com/fc3f4f0aad8a181477adcbdadab928de\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.</p><p>Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&amp;P 500 index as worker unrest at the world&#39;s biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.</p><p>&#34;We think COVID is one of the key variables for 2023 that would influence stock prices and investors,&#34; said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.</p><p>All 11 S&amp;P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.</p><p>U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.</p><p>The S&amp;P 500 declined 1.54% to end the session at 3,963.95 points.</p><p>The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.</p><p>With two trading days left in November, the S&amp;P 500 is on track for a gain of 2.4% for the month.</p><p>Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.</p><p>Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, Nvidia Corp and Tesla Inc.</p><p>Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer&#39;s drug.</p><p>Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and <a href=\"https://laohu8.com/S/MARA\">Marathon Digital Holdings Inc</a> each fell about 4% following lender BlockFi&#39;s bankruptcy filing, the latest casualty since FTX&#39;s collapse earlier this month.</p><p>This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government&#39;s second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.</p><p>Declining stocks outnumbered rising ones within the S&amp;P 500 by a 12.2-to-one ratio.</p><p>The S&amp;P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.</p><p>Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287142375","content_text":"Cyber Monday spending to hit $11.6 bln - reportCrypto shares fall on BlockFi bankruptcy filingBiogen down after death in Alzheimer drug trialIndexes end: S&P 500 -1.54%, Nasdaq -1.58%, Dow -1.45%U.S. stocks ended sharply lower on Monday, while Apple Inc slid on worries about a hit to iPhone production.Shares of the Cupertino, California tech giant lost 2.6% and weighed heavily on the benchmark S&P 500 index as worker unrest at the world's biggest iPhone factory fanned fears of a deeper hit to the already constrained production of higher-end phones.\"We think COVID is one of the key variables for 2023 that would influence stock prices and investors,\" said Tom Hainlin, national investment strategist at U.S. Bank Wealth Management in Minneapolis.All 11 S&P 500 sector indexes declined, led by real estate, down 2.81%, and a 2.74% loss in energy.U.S. shares of Pinduoduo Inc surged 12.6% after the Chinese e-commerce platform beat estimates for third-quarter revenue, helped by COVID-related lockdowns in the country that forced consumers to shop online. U.S. shares of other Chinese technology companies also rose, with Baidu and Tencent Holdings each gaining over 2%.The S&P 500 declined 1.54% to end the session at 3,963.95 points.The Nasdaq Composite Index declined 1.58% to 11,049.50 points, while Dow Jones Industrial Average  fell 1.45% to 33,849.46 points.With two trading days left in November, the S&P 500 is on track for a gain of 2.4% for the month.Shares of Amazon.com Inc rose 0.6% after an industry report estimated spending during Cyber Monday, the biggest U.S. online shopping day, would rise to as much as $11.6 billion.Trading was mixed in other heavyweight growth stocks, including Microsoft Corp, Meta Platforms Inc, Nvidia Corp and Tesla Inc.Biogen Inc fell following a report of death during a clinical study of its experimental Alzheimer's drug.Shares of cryptocurrency and blockchain-related companies Coinbase Global Inc, Riot Blockchain Inc and Marathon Digital Holdings Inc each fell about 4% following lender BlockFi's bankruptcy filing, the latest casualty since FTX's collapse earlier this month.This week, investors will keep a close watch on November U.S. consumer confidence data, due on Tuesday; the government's second estimate for third-quarter gross domestic product, due on Wednesday; and November nonfarm payrolls due on Friday.Declining stocks outnumbered rising ones within the S&P 500 by a 12.2-to-one ratio.The S&P 500 posted 12 new highs and two new lows; the Nasdaq recorded 93 new highs and 174 new lows.Volume on U.S. exchanges was relatively light, with 9.3 billion shares traded, compared to an average of 11.3 billion shares over the previous 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966293384,"gmtCreate":1669539494048,"gmtModify":1676538206004,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"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/9966293384","repostId":"2286082378","repostType":4,"repost":{"id":"2286082378","kind":"highlight","pubTimestamp":1669517337,"share":"https://ttm.financial/m/news/2286082378?lang=&edition=full_marsco","pubTime":"2022-11-27 10:48","market":"us","language":"en","title":"3 Flags for Disney Stock as Iger Makes His Return","url":"https://stock-news.laohu8.com/highlight/detail?id=2286082378","media":"Motley Fool","summary":"The stock has done little in the past eight years, but that's the least of my worries.","content":"<html><head></head><body><p><b>Walt Disney</b> stock is one of my oldest holdings, and it&#39;s been a horrible underperformer in my portfolio since 2014. It&#39;s had its moments, and I&#39;ve happily added to my holdings over time.</p><p>But the last earnings report -- Disney&#39;s fourth quarter of 2022 (ended October 1) -- gave me serious pause. Incoming CEO Bob Iger, who previously orchestrated deals to acquire Pixar, Marvel, and Lucasfilm, and got Disney+ up and off the ground, has his work cut out for him.</p><p>I&#39;ve decided <i>not </i>to cut my stake in Disney <i>yet</i>, but I see three serious red flags that need to be fixed ASAP.</p><h2>1. Disney is suffering from a lack of focus</h2><p>Walt Disney has always been a tough business to unpack. It has a myriad of different business segments (theme parks and experiences, movie production, traditional TV, streaming TV, etc.), and multiple levers from which to monetize its intellectual property (advertising, subscriptions, ticket sales, licensing fees).</p><p>However, in years past under Iger, shareholders were given clear-cut metrics to keep an eye on to measure the media empire&#39;s profitable growth. When Pixar, Marvel, and the <i>Star Wars </i>properties were being integrated into the mix, a steady slate of theatrical releases were moving the needle. Later, it was progress in getting the streaming service Disney+ launched. And along the way, broadcast and cable TV (ABC, ESPN) and theme parks were a slower-moving but highly profitable moneymakers.</p><p>The pandemic certainly threw a wrench in the gears, but Disney <i>should </i>be more than fine. Households are salivating for entertainment, be that a vacation or something close to home. The problem is that during the last three years under previous CEO Bob Chapek, I&#39;ve been feeling increasingly confused about what I should focus on.</p><p>Streaming subscribers increased by 57 million in the last year (for a total of 235 million across Disney+, ESPN+, and Hulu), a 32% increase. But actual revenue growth fell far short of that, increasing only 20%.</p><p>The company&#39;s theme parks and experiences segment, especially in the U.S., is killing it. However, profit results (more on that momentarily) fell short of my expectations because of heavy investment in cruise ships -- and all the while theme park ticket prices have been going up.</p><p>Movie and TV content creation are up and running again. But though content sales and licensing revenue grew 11% in the last year, the segment lost money (a $287 million operating loss on revenue of $8.15 billion). So much for a return to movie theaters being a good thing.</p><p>The only segment with satisfying results is &#34;linear networks&#34; -- broadcast and cable TV stations like ABC and ESPN. But that&#39;s no business growth driver. And though it&#39;s highly profitable, instead of those profits getting doled out via a dividend or share repurchases (remember, Disney did away with its dividend), they&#39;re being funneled into the messy strategies outlined above.</p><p>Suffice it to say the business is convoluted right now. Iger&#39;s first order of business needs to be narrowing Disney&#39;s focus on what matters most, and then executing on clearly communicated goals.</p><h2>2. Time to adjust the streaming business model</h2><p>In years past, growing subscriber counts at Disney+ and the other streaming properties had Disney stock soaring. These days, the streaming segment arguably looks like a massive waste of money that&#39;s draining the value of adjacent business segments.</p><p>Of course, we were always told that 2022 would be peak losses for the streaming segment. Turns out that meant an operating loss of over $4 billion, even steeper than the $1.68 billion loss streaming TV generated last year. Management has said streaming will reach breakeven sometime in 2024, but I&#39;m not buying it.</p><p>Remember I mentioned that the content sales and licensing segment swung to a loss this year? Much of that has to do with the decision to slow the sale of content rights to third parties and instead putting that content on Disney+, Hulu, etc. So not only is the streaming segment not pulling its weight (revenue is stalling, and losses are widening), but it&#39;s now also cannibalizing the value from another area of the business.</p><p>Further, a new ad-supported tier is coming to Disney+ in December 2022. This was exciting at first, but given the ongoing losses in content creation and <i>now also at content distribution, </i>I&#39;m now thinking that introducing an ad-supported tier will simply further cannibalize the streaming business, rather than help fuel its profitable growth.</p><p>It&#39;s clear that the current streaming strategy isn&#39;t working, even as Disney+ and its sister online TV networks reach massive scale. Time to start experimenting with the business model.</p><h2>3. Profitability is nowhere near satisfactory</h2><p>As effects of the pandemic waned, I had high hopes for a massive rally in Disney&#39;s overall bottom line. But a more dramatic rally never transpired. Net income increased 58% year over year in 2022, but came in at just $3.19 billion -- a pitiful 3.9% net profit margin. Free cash flow, which backs out capital expenditures on property and equipment, actually fell 47% from 2021 levels to just $1.06 billion.</p><p>Here&#39;s but one example of what happened. Blame streaming TV for big losses, sure, but buried in the press release was a $1.1 billion jump in parks and experiences capital expenditures. If this was earmarked to go toward support of its actual theme parks -- world-class real estate assets that families love to visit on vacation -- fine. But it wasn&#39;t. It was cruise ship spending.</p><p>Which brings us full circle here. A lack of focus is drying up Disney&#39;s bottom line. If the economy is headed for a recession in 2023, Disney is currently not operating from a position of strength. Iger making a return as CEO has me willing to exercise some more patience. However, there are a lot of problems that suddenly need to be addressed, and quickly.</p><p>In the meantime, there are other, more focused travel and entertainment stocks faring much better as 2022 draws to a close.</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 Flags for Disney Stock as Iger Makes His Return</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 Flags for Disney Stock as Iger Makes His Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-27 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/26/3-flags-for-disney-stock-as-iger-makes-his-return/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Walt Disney stock is one of my oldest holdings, and it's been a horrible underperformer in my portfolio since 2014. It's had its moments, and I've happily added to my holdings over time.But the last ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/26/3-flags-for-disney-stock-as-iger-makes-his-return/\">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"},"source_url":"https://www.fool.com/investing/2022/11/26/3-flags-for-disney-stock-as-iger-makes-his-return/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286082378","content_text":"Walt Disney stock is one of my oldest holdings, and it's been a horrible underperformer in my portfolio since 2014. It's had its moments, and I've happily added to my holdings over time.But the last earnings report -- Disney's fourth quarter of 2022 (ended October 1) -- gave me serious pause. Incoming CEO Bob Iger, who previously orchestrated deals to acquire Pixar, Marvel, and Lucasfilm, and got Disney+ up and off the ground, has his work cut out for him.I've decided not to cut my stake in Disney yet, but I see three serious red flags that need to be fixed ASAP.1. Disney is suffering from a lack of focusWalt Disney has always been a tough business to unpack. It has a myriad of different business segments (theme parks and experiences, movie production, traditional TV, streaming TV, etc.), and multiple levers from which to monetize its intellectual property (advertising, subscriptions, ticket sales, licensing fees).However, in years past under Iger, shareholders were given clear-cut metrics to keep an eye on to measure the media empire's profitable growth. When Pixar, Marvel, and the Star Wars properties were being integrated into the mix, a steady slate of theatrical releases were moving the needle. Later, it was progress in getting the streaming service Disney+ launched. And along the way, broadcast and cable TV (ABC, ESPN) and theme parks were a slower-moving but highly profitable moneymakers.The pandemic certainly threw a wrench in the gears, but Disney should be more than fine. Households are salivating for entertainment, be that a vacation or something close to home. The problem is that during the last three years under previous CEO Bob Chapek, I've been feeling increasingly confused about what I should focus on.Streaming subscribers increased by 57 million in the last year (for a total of 235 million across Disney+, ESPN+, and Hulu), a 32% increase. But actual revenue growth fell far short of that, increasing only 20%.The company's theme parks and experiences segment, especially in the U.S., is killing it. However, profit results (more on that momentarily) fell short of my expectations because of heavy investment in cruise ships -- and all the while theme park ticket prices have been going up.Movie and TV content creation are up and running again. But though content sales and licensing revenue grew 11% in the last year, the segment lost money (a $287 million operating loss on revenue of $8.15 billion). So much for a return to movie theaters being a good thing.The only segment with satisfying results is \"linear networks\" -- broadcast and cable TV stations like ABC and ESPN. But that's no business growth driver. And though it's highly profitable, instead of those profits getting doled out via a dividend or share repurchases (remember, Disney did away with its dividend), they're being funneled into the messy strategies outlined above.Suffice it to say the business is convoluted right now. Iger's first order of business needs to be narrowing Disney's focus on what matters most, and then executing on clearly communicated goals.2. Time to adjust the streaming business modelIn years past, growing subscriber counts at Disney+ and the other streaming properties had Disney stock soaring. These days, the streaming segment arguably looks like a massive waste of money that's draining the value of adjacent business segments.Of course, we were always told that 2022 would be peak losses for the streaming segment. Turns out that meant an operating loss of over $4 billion, even steeper than the $1.68 billion loss streaming TV generated last year. Management has said streaming will reach breakeven sometime in 2024, but I'm not buying it.Remember I mentioned that the content sales and licensing segment swung to a loss this year? Much of that has to do with the decision to slow the sale of content rights to third parties and instead putting that content on Disney+, Hulu, etc. So not only is the streaming segment not pulling its weight (revenue is stalling, and losses are widening), but it's now also cannibalizing the value from another area of the business.Further, a new ad-supported tier is coming to Disney+ in December 2022. This was exciting at first, but given the ongoing losses in content creation and now also at content distribution, I'm now thinking that introducing an ad-supported tier will simply further cannibalize the streaming business, rather than help fuel its profitable growth.It's clear that the current streaming strategy isn't working, even as Disney+ and its sister online TV networks reach massive scale. Time to start experimenting with the business model.3. Profitability is nowhere near satisfactoryAs effects of the pandemic waned, I had high hopes for a massive rally in Disney's overall bottom line. But a more dramatic rally never transpired. Net income increased 58% year over year in 2022, but came in at just $3.19 billion -- a pitiful 3.9% net profit margin. Free cash flow, which backs out capital expenditures on property and equipment, actually fell 47% from 2021 levels to just $1.06 billion.Here's but one example of what happened. Blame streaming TV for big losses, sure, but buried in the press release was a $1.1 billion jump in parks and experiences capital expenditures. If this was earmarked to go toward support of its actual theme parks -- world-class real estate assets that families love to visit on vacation -- fine. But it wasn't. It was cruise ship spending.Which brings us full circle here. A lack of focus is drying up Disney's bottom line. If the economy is headed for a recession in 2023, Disney is currently not operating from a position of strength. Iger making a return as CEO has me willing to exercise some more patience. However, there are a lot of problems that suddenly need to be addressed, and quickly.In the meantime, there are other, more focused travel and entertainment stocks faring much better as 2022 draws to a close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966027857,"gmtCreate":1669353922480,"gmtModify":1676538187958,"author":{"id":"4097065430024300","authorId":"4097065430024300","name":"heyuok","avatar":"https://community-static.tradeup.com/news/d4213acea70865e9aab52095a54781c2","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4097065430024300","authorIdStr":"4097065430024300"},"themes":[],"htmlText":"On","listText":"On","text":"On","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9966027857","repostId":"2286336483","repostType":2,"repost":{"id":"2286336483","kind":"highlight","pubTimestamp":1669332706,"share":"https://ttm.financial/m/news/2286336483?lang=&edition=full_marsco","pubTime":"2022-11-25 07:31","market":"us","language":"en","title":"Credit Suisse Offers 889 Mln Shares to Existing Investors in $4 Billion Capital Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=2286336483","media":"Reuters","summary":"Credit Suisse has made 889 million new shares available to existing investors at 2.52 Swiss francs p","content":"<html><head></head><body><p>Credit Suisse has made 889 million new shares available to existing investors at 2.52 Swiss francs per share, the bank said on Thursday, confirming details of its 4 billion franc capital hike.</p><p>The capital increase, which was approved by investors on Wednesday, is intended to fund the embattled bank&#39;s turnaround plan as it recovers from a series of scandals and losses.</p><p>The share issue is expected to raise 2.24 billion Swiss francs, Credit Suisse said.</p><p>Shareholders will be allotted one pre-emptive subscription right for each share they hold on November 25, 2022.</p><p>The bank also confirmed it has issued 462 million new shares to qualified investors, including Saudi National Bank which bought 307 million new shares giving it a stake of 9.9% in Credit Suisse.</p><p>The bank expects to make 4 billion francs from the share placement and the rights offering to support its restructuring and shift away from investment banking.</p><p>The nominal share capital of Credit Suisse Group rose 17% to 124,511,584.16 as a result of the capital increase, it added.</p><p>($1 = 0.9431 Swiss francs)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCredit Suisse Offers 889 Mln Shares to Existing Investors in $4 Billion Capital Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-25 07:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/refile-1-credit-suisse-offers-173621442.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Credit Suisse has made 889 million new shares available to existing investors at 2.52 Swiss francs per share, the bank said on Thursday, confirming details of its 4 billion franc capital hike.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/refile-1-credit-suisse-offers-173621442.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/refile-1-credit-suisse-offers-173621442.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286336483","content_text":"Credit Suisse has made 889 million new shares available to existing investors at 2.52 Swiss francs per share, the bank said on Thursday, confirming details of its 4 billion franc capital hike.The capital increase, which was approved by investors on Wednesday, is intended to fund the embattled bank's turnaround plan as it recovers from a series of scandals and losses.The share issue is expected to raise 2.24 billion Swiss francs, Credit Suisse said.Shareholders will be allotted one pre-emptive subscription right for each share they hold on November 25, 2022.The bank also confirmed it has issued 462 million new shares to qualified investors, including Saudi National Bank which bought 307 million new shares giving it a stake of 9.9% in Credit Suisse.The bank expects to make 4 billion francs from the share placement and the rights offering to support its restructuring and shift away from investment banking.The nominal share capital of Credit Suisse Group rose 17% to 124,511,584.16 as a result of the capital increase, it added.($1 = 0.9431 Swiss francs)","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}