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2022-02-25

Oil going up and down...

3 Oil Stocks to Buy as Russia-Ukraine Fears Ignite Oil Prices

2022-02-23

best time to buy if you think

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2022-02-17

to buy or hold on..,,

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2022-02-10

quick join to ski

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-02-10

to buy before or after the split? still thinking

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2022-02-06

opportunity to buy and hold now [Happy]

Airbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash

2022-02-05

do your own due diligence

Palantir: Red Flag Or Opportunity?

2022-02-03

comment

2 Biotech Stocks That Could Make You Richer

2022-02-02

buy buy buy

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2022-02-02

thanks for info

7 Stocks To Watch For February 2, 2022

2022-01-31

gi go go

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2022-01-29

sounds great

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2022-01-29

unexpected green witt Tech stocks going up

US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year

2022-01-28

do your due diligent before buying

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2022-01-17

like please

Is the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day

2022-01-01

do your own due diligence

1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022

Go to Tiger App to see more news

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going up and down...&nbsp;","listText":"Oil going up and down...&nbsp;","text":"Oil going up and down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030567574","repostId":"1165158876","repostType":4,"repost":{"id":"1165158876","pubTimestamp":1645715461,"share":"https://ttm.financial/m/news/1165158876?lang=&edition=fundamental","pubTime":"2022-02-24 23:11","market":"us","language":"en","title":"3 Oil Stocks to Buy as Russia-Ukraine Fears Ignite Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=1165158876","media":"InvestorPlace","summary":"President Joe Biden hasconfirmedthat we have seen the beginning of Russia’s invasion of Ukraine. The eyes of the world remain on the small nation as Western economic powerslevy sanctionsagainst its mu","content":"<html><head></head><body><p>President Joe Biden has confirmed that we have seen the beginning of Russia’s invasion of Ukraine. The eyes of the world remain on the small nation as Western economic powers levy sanctions against its much larger aggressor. The ramifications of the conflict are significant for both countries. Financial markets across the globe, too, are feeling the sting.</p><p>While many stocks are being pushed down, the oil and gas sector is enjoying a ride to the top. Crude oil prices are nearing $100 per barrel, pushing up many oil stocks. These prices haven’t reached triple digits since 2014.</p><p>Russia is one of the world’s largest oil and gas exporters. For the countries that rely on its supplies, these sanctions could mean trouble. As the<i>Washington Post</i>reports, much of Europe is dependent on Russian exports for heating homes and industrial buildings. Ryan Fitzmaurice, a commodity strategist at Rabobankrecently speculatedthat further disruptions in Russia’s oil supply chain could indeed send prices up even further.</p><p>For as long as prices continue to rise, though, oil stocks will continue to benefit. Let’s take a closer look at the oil stocks to buy as the conflict persists.</p><ul><li><a href=\"https://laohu8.com/S/COP\">ConocoPhillips </a></li><li><a href=\"https://laohu8.com/S/DVN\">Devon Energy</a></li><li><a href=\"https://laohu8.com/S/ENB\">Enbridge</a></li></ul><p>Oil Stocks to Buy: <a href=\"https://laohu8.com/S/COP\">ConocoPhillips </a></p><p><img src=\"https://static.tigerbbs.com/1d90fe3eea7e071887a2ca7d42b93172\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: JHVEPhoto / Shutterstock.com</p><p>One of America’s leading oil and gas producers, ConocoPhillips has already been hailed among the potential winners of the Russia-Ukraine conflict.</p><p>Based on production and proved reserves, itbills itselfas the world’s largest independent exploration and production (E&amp;P) company. Its holdings expand across 14 countries, encompassing much of Europe and parts of the Middle East. As <i>InvestorPlace</i> contributor Josh Enomotodescribes, ConocoPhillips is “one of the biggest oil stocks levered to the upstream component of the energy supply chain.”</p><p>Oil companies built around an upstream approach are considered the top of their field. Enomoto notes that upstream oil stocks can sometimes carry more risk. While that is true, ConocoPhillips is still an established industry leader, making it a “balanced” bet for the category. In September 2021, Enomoto named COP to a list of oil stocks to buy for anyone who believed that barrels would hit a $100 price target. Months later, we are about to see exactly that happen. ConocoPhillips’ recent performance indicates that its place on the list was well deserved.</p><p>As oil prices have risen throughout the past six months, COP stock has increased by more than 60%. For as long as the current oil boom persists, it will remain among the winners.</p><ul><li><a href=\"https://laohu8.com/S/DVN\">Devon Energy</a></li></ul><p><img src=\"https://static.tigerbbs.com/ed9d0513be668ac8b461a2eb4c42adb7\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: Jeff Whyte / Shutterstock.com</p><p>Another consistent winner of the American oil boom, DVN has enjoyed a better season so far than many of its larger peers such as COP and <a href=\"https://laohu8.com/S/CVX\">Chevron</a>. The Oklahoma-based company is primarily focused on the hydrocarbon exploration business. It has enjoyed bullish action since its reported earnings for the fourth quarter beat analyst expectations.</p><p>As<i>InvestorPlace</i>contributor Joel Baglole recently reported, this impressive start to the year saw several Wall Street institutions raise their price targets on DVN stock including Credit Suisse.  “With proven oil reserves of 752 million barrels, Devon Energy is well-positioned to perform strongly,” Baglole wrote.</p><p>That assessment is well supported by DVN stock’s performance.</p><p>Shares have risen by more than 94% over the past six months. Enomoto also named it as an oil stock to buy for bulls who saw prices reaching the $100 target. He noted that Devon’s domestic focus would likely prove advantageous if geopolitical conflicts were to become a factor for oil markets. The performance that we’ve seen from DVN stock since then lends considerable support to his argument.</p><p>Investors are looking for oil plays close to home as tensions worsen overseas. Devon will likely be a tempting investment, as it should be.</p><ul><li><a href=\"https://laohu8.com/S/ENB\">Enbridge</a></li></ul><p><img src=\"https://static.tigerbbs.com/7361a9297dd728a2b413e607d5b6ba12\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>Source: JHVEPhoto / Shutterstock.com</p><p>Earlier this month, <i>Market</i> <i>Watch</i> reported that analysts were favoring Canadian oil producers. One name that stands out among the country’s growing field is Enbridge.</p><p>Based in Calgary, this company has carved out an impressive market share. In addition to its pipelines, Enbridge also boasts operations in natural gas utility operations. What some may not know, though, is that the company is responsible for transporting more than one-quarter of North America’s crude oil production. This means it moves more than 30% of the continent’s crude oil and as well as almost 20% of the United States’ natural gas. Enbridge is also interested in renewable energy, and its assets include a wind portfolio.</p><p>As oil pipelines across Europe are compromised by the sanctions imposed on Russia, both prices and demand will increase for U.S. and Canada-based producers. <i>InvestorPlace</i> contributor Tezcan Gecgil recently named ENB as an investment to guard against rising inflation. While her argument still holds true, the current boom is an even more pressing reason for it to be listed among oil stocks to buy.  It should absolutely be on the radar of any investor looking for bullish plays on the Russia-Ukraine conflict.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Oil Stocks to Buy as Russia-Ukraine Fears Ignite Oil Prices</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Oil Stocks to Buy as Russia-Ukraine Fears Ignite Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-24 23:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/02/3-oil-stocks-to-buy-as-russia-ukraine-fears-ignite-oil-prices/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Joe Biden has confirmed that we have seen the beginning of Russia’s invasion of Ukraine. The eyes of the world remain on the small nation as Western economic powers levy sanctions against ...</p>\n\n<a href=\"https://investorplace.com/2022/02/3-oil-stocks-to-buy-as-russia-ukraine-fears-ignite-oil-prices/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ENB":"安桥","CVX":"雪佛龙","COP":"康菲石油","DVN":"德文能源"},"source_url":"https://investorplace.com/2022/02/3-oil-stocks-to-buy-as-russia-ukraine-fears-ignite-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165158876","content_text":"President Joe Biden has confirmed that we have seen the beginning of Russia’s invasion of Ukraine. The eyes of the world remain on the small nation as Western economic powers levy sanctions against its much larger aggressor. The ramifications of the conflict are significant for both countries. Financial markets across the globe, too, are feeling the sting.While many stocks are being pushed down, the oil and gas sector is enjoying a ride to the top. Crude oil prices are nearing $100 per barrel, pushing up many oil stocks. These prices haven’t reached triple digits since 2014.Russia is one of the world’s largest oil and gas exporters. For the countries that rely on its supplies, these sanctions could mean trouble. As theWashington Postreports, much of Europe is dependent on Russian exports for heating homes and industrial buildings. Ryan Fitzmaurice, a commodity strategist at Rabobankrecently speculatedthat further disruptions in Russia’s oil supply chain could indeed send prices up even further.For as long as prices continue to rise, though, oil stocks will continue to benefit. Let’s take a closer look at the oil stocks to buy as the conflict persists.ConocoPhillips Devon EnergyEnbridgeOil Stocks to Buy: ConocoPhillips Source: JHVEPhoto / Shutterstock.comOne of America’s leading oil and gas producers, ConocoPhillips has already been hailed among the potential winners of the Russia-Ukraine conflict.Based on production and proved reserves, itbills itselfas the world’s largest independent exploration and production (E&P) company. Its holdings expand across 14 countries, encompassing much of Europe and parts of the Middle East. As InvestorPlace contributor Josh Enomotodescribes, ConocoPhillips is “one of the biggest oil stocks levered to the upstream component of the energy supply chain.”Oil companies built around an upstream approach are considered the top of their field. Enomoto notes that upstream oil stocks can sometimes carry more risk. While that is true, ConocoPhillips is still an established industry leader, making it a “balanced” bet for the category. In September 2021, Enomoto named COP to a list of oil stocks to buy for anyone who believed that barrels would hit a $100 price target. Months later, we are about to see exactly that happen. ConocoPhillips’ recent performance indicates that its place on the list was well deserved.As oil prices have risen throughout the past six months, COP stock has increased by more than 60%. For as long as the current oil boom persists, it will remain among the winners.Devon EnergySource: Jeff Whyte / Shutterstock.comAnother consistent winner of the American oil boom, DVN has enjoyed a better season so far than many of its larger peers such as COP and Chevron. The Oklahoma-based company is primarily focused on the hydrocarbon exploration business. It has enjoyed bullish action since its reported earnings for the fourth quarter beat analyst expectations.AsInvestorPlacecontributor Joel Baglole recently reported, this impressive start to the year saw several Wall Street institutions raise their price targets on DVN stock including Credit Suisse.  “With proven oil reserves of 752 million barrels, Devon Energy is well-positioned to perform strongly,” Baglole wrote.That assessment is well supported by DVN stock’s performance.Shares have risen by more than 94% over the past six months. Enomoto also named it as an oil stock to buy for bulls who saw prices reaching the $100 target. He noted that Devon’s domestic focus would likely prove advantageous if geopolitical conflicts were to become a factor for oil markets. The performance that we’ve seen from DVN stock since then lends considerable support to his argument.Investors are looking for oil plays close to home as tensions worsen overseas. Devon will likely be a tempting investment, as it should be.EnbridgeSource: JHVEPhoto / Shutterstock.comEarlier this month, Market Watch reported that analysts were favoring Canadian oil producers. One name that stands out among the country’s growing field is Enbridge.Based in Calgary, this company has carved out an impressive market share. In addition to its pipelines, Enbridge also boasts operations in natural gas utility operations. What some may not know, though, is that the company is responsible for transporting more than one-quarter of North America’s crude oil production. This means it moves more than 30% of the continent’s crude oil and as well as almost 20% of the United States’ natural gas. Enbridge is also interested in renewable energy, and its assets include a wind portfolio.As oil pipelines across Europe are compromised by the sanctions imposed on Russia, both prices and demand will increase for U.S. and Canada-based producers. InvestorPlace contributor Tezcan Gecgil recently named ENB as an investment to guard against rising inflation. While her argument still holds true, the current boom is an even more pressing reason for it to be listed among oil stocks to buy.  It should absolutely be on the radar of any investor looking for bullish plays on the Russia-Ukraine conflict.","news_type":1},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030990134,"gmtCreate":1645593990073,"gmtModify":1676534043990,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"best time to buy if you think&nbsp;","listText":"best time to buy if you think&nbsp;","text":"best time to buy if you think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030990134","repostId":"1115377629","repostType":4,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094190340,"gmtCreate":1645072909117,"gmtModify":1676533994558,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"to buy or hold on..,,","listText":"to buy or hold on..,,","text":"to buy or hold on..,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094190340","repostId":"1196763919","repostType":4,"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096713641,"gmtCreate":1644459330788,"gmtModify":1676533929559,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"quick join to ski","listText":"quick join to ski","text":"quick join to ski","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096713641","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096713823,"gmtCreate":1644459274384,"gmtModify":1676533929567,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"to buy before or after the split? still thinking&nbsp;","listText":"to buy before or after the split? still thinking&nbsp;","text":"to buy before or after the split? still thinking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096713823","repostId":"2210667553","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098218053,"gmtCreate":1644138697913,"gmtModify":1676533893842,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"opportunity to buy and hold now&nbsp;[Happy]&nbsp;","listText":"opportunity to buy and hold now&nbsp;[Happy]&nbsp;","text":"opportunity to buy and hold now [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098218053","repostId":"1191168289","repostType":4,"repost":{"id":"1191168289","pubTimestamp":1644117026,"share":"https://ttm.financial/m/news/1191168289?lang=&edition=fundamental","pubTime":"2022-02-06 11:10","market":"us","language":"en","title":"Airbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=1191168289","media":"Seeking Alpha","summary":"SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up deman","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>At one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.</li><li>Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net margins.</li><li>The company has $7.9 billion of cash on its balance sheet, making up 8% of the market cap.</li><li>I rate the stock a buy based on prospects for strong financials as travelers outstrip lodging supply.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3514f07cf8a34c9082c368af602ddbe\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>brizmaker/iStock via Getty Images</span></p><p>Airbnb (ABNB) has been an unexpected COVID winner. The company initially suffered its share of struggles including having to issue debt at double-digit interest rates just to make it through the initial months of the pandemic. Yet since then, ABNB has seen a strong recovery in its underlying business and has even been able to tease its ultimate margin potential. The recent volatility in tech stocks has led to a pullback in ABNB stock, providing for an attractive entry point. I rate the stock a buy for long term investors.</p><p><b>Airbnb Stock Price</b></p><p>ABNB came public in late 2020, pricing its stock at $68 per share but ultimately closing just under $145 per share. After the recent slide, the stock is now priced at more or less the same level.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e374f5c1ec845b0f673b379c39a535f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p><b>Airbnb Earnings</b></p><p>ABNB’s latest earnings report showed a continued rebound from pandemic lows, as revenues grew 67% year over year and 36% over 2019 levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9678a7e20013c53f54e8f17f65639953\" tg-width=\"1280\" tg-height=\"483\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>As we can see below, nights booked remained 7% lower than the third quarter of 2019, but the higher pricing more than made up for it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63f127313c086f650a41c2515be7428b\" tg-width=\"1280\" tg-height=\"610\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>While there has been much coverage of the potential for higher oil prices, one must wonder just how strong ABNB’s business will be over the next several years as consumers start traveling again. I expect the strong pricing to continue at least in the near term as demand may far exceed supply for quite some time.</p><p>The biggest surprise has been in profitability. ABNB generated an impressive 49% adjusted EBITDA margin in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936f4d2f4f12fcb35c983693a7078989\" tg-width=\"1280\" tg-height=\"476\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>Because ABNB is a tech platform company, it does not have much in terms of capital expenditure spend - making adjusted EBITDA a close proxy for free cash flow. Don’t like non-GAAP numbers? ABNB generated $834 million in GAAP net income, good for a 37% net margin.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6234300316584c168a1f2d7520e4d4e\" tg-width=\"1280\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>I wouldn’t count on the strong margins to persist for too long, as I expect the company to reinvest the profits in favor of growing market share. Nonetheless, the company has guided for the next quarter to see continued margin surprise. Further, my outlook may prove too conservative as traveling activity may pick up over the coming years as the public feels safe enough to travel again. I, for one, am dying to travel again.</p><p><b>Is Airbnb Stock A Buy, Sell, or Hold?</b></p><p>If we were to only look at consensus earnings estimates, the stock might not look so cheap. We can see that ABNB trades just under 14x 2030e earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da1ab65d4f4ef1cfbd339ea899f157ba\" tg-width=\"1280\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Based on the projected 18% exit growth rate, I could see ABNB trading at a 1.5x price to earnings growth ratio (‘PEG ratio’), or around 27x earnings. That suggests only 100% upside over the next nine years, for annualized returns of 8%. ABNB’s strong margin profile does arguably warrant a higher multiple, but 8% returns aren’t going to cut it in the current environment. The key is to understand that the 2030 estimate for earnings represents only a 26% net margin relative to the 2030 estimate for revenues.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef8057939ac77f0d4ca5ed82b19b527\" tg-width=\"1280\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Considering the company just generated 37% net margins in the latest quarter, consensus earnings estimates appear to be too conservative.</p><p>ABNB has $7.9 billion of cash &amp; equivalents on its balance sheet - making up over 8% of the current market cap. It also has $2 billion of 2026 convertible notes which have a conversion price of $360.80 per share (net of capped calls). I expect ABNB to eventually earn 50% net margins in the long term. Again using a 1.5x PEG ratio, I could see ABNB trading at 11x sales in 2030. That represents 13% annual returns, which may be a satisfactory value proposition considering the lower risk profile of the business. I see the growth persisting due to the company taking market share in the hospitality business, as well as making inroads in the long term rental business and, eventually taking market share from the “normal” hotel business as well. The main risk to the thesis involves competition from the likes of Expedia (EXPE) and Booking (BKNG), and more importantly, Alphabet (GOOGL). ABNB has historically spent far less than EXPE and BKNG on sales &amp; marketing, perhaps due to its brand loyalty. Investors should keep a close watch on that metric because the high profit margins are critical in justifying the current valuation. Largely due to the prospects of elevated revenues and earnings over the next several years, I rate the stock a buy as the valuation offers attractive upside over the long term.</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>Airbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash</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\">\nAirbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191168289","content_text":"SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net margins.The company has $7.9 billion of cash on its balance sheet, making up 8% of the market cap.I rate the stock a buy based on prospects for strong financials as travelers outstrip lodging supply.brizmaker/iStock via Getty ImagesAirbnb (ABNB) has been an unexpected COVID winner. The company initially suffered its share of struggles including having to issue debt at double-digit interest rates just to make it through the initial months of the pandemic. Yet since then, ABNB has seen a strong recovery in its underlying business and has even been able to tease its ultimate margin potential. The recent volatility in tech stocks has led to a pullback in ABNB stock, providing for an attractive entry point. I rate the stock a buy for long term investors.Airbnb Stock PriceABNB came public in late 2020, pricing its stock at $68 per share but ultimately closing just under $145 per share. After the recent slide, the stock is now priced at more or less the same level.YChartsAirbnb EarningsABNB’s latest earnings report showed a continued rebound from pandemic lows, as revenues grew 67% year over year and 36% over 2019 levels.Airbnb 2021 Q3 Shareholder LetterAs we can see below, nights booked remained 7% lower than the third quarter of 2019, but the higher pricing more than made up for it.Airbnb 2021 Q3 Shareholder LetterWhile there has been much coverage of the potential for higher oil prices, one must wonder just how strong ABNB’s business will be over the next several years as consumers start traveling again. I expect the strong pricing to continue at least in the near term as demand may far exceed supply for quite some time.The biggest surprise has been in profitability. ABNB generated an impressive 49% adjusted EBITDA margin in the quarter.Airbnb 2021 Q3 Shareholder LetterBecause ABNB is a tech platform company, it does not have much in terms of capital expenditure spend - making adjusted EBITDA a close proxy for free cash flow. Don’t like non-GAAP numbers? ABNB generated $834 million in GAAP net income, good for a 37% net margin.Airbnb 2021 Q3 Shareholder LetterI wouldn’t count on the strong margins to persist for too long, as I expect the company to reinvest the profits in favor of growing market share. Nonetheless, the company has guided for the next quarter to see continued margin surprise. Further, my outlook may prove too conservative as traveling activity may pick up over the coming years as the public feels safe enough to travel again. I, for one, am dying to travel again.Is Airbnb Stock A Buy, Sell, or Hold?If we were to only look at consensus earnings estimates, the stock might not look so cheap. We can see that ABNB trades just under 14x 2030e earnings.Seeking AlphaBased on the projected 18% exit growth rate, I could see ABNB trading at a 1.5x price to earnings growth ratio (‘PEG ratio’), or around 27x earnings. That suggests only 100% upside over the next nine years, for annualized returns of 8%. ABNB’s strong margin profile does arguably warrant a higher multiple, but 8% returns aren’t going to cut it in the current environment. The key is to understand that the 2030 estimate for earnings represents only a 26% net margin relative to the 2030 estimate for revenues.Seeking AlphaConsidering the company just generated 37% net margins in the latest quarter, consensus earnings estimates appear to be too conservative.ABNB has $7.9 billion of cash & equivalents on its balance sheet - making up over 8% of the current market cap. It also has $2 billion of 2026 convertible notes which have a conversion price of $360.80 per share (net of capped calls). I expect ABNB to eventually earn 50% net margins in the long term. Again using a 1.5x PEG ratio, I could see ABNB trading at 11x sales in 2030. That represents 13% annual returns, which may be a satisfactory value proposition considering the lower risk profile of the business. I see the growth persisting due to the company taking market share in the hospitality business, as well as making inroads in the long term rental business and, eventually taking market share from the “normal” hotel business as well. The main risk to the thesis involves competition from the likes of Expedia (EXPE) and Booking (BKNG), and more importantly, Alphabet (GOOGL). ABNB has historically spent far less than EXPE and BKNG on sales & marketing, perhaps due to its brand loyalty. Investors should keep a close watch on that metric because the high profit margins are critical in justifying the current valuation. Largely due to the prospects of elevated revenues and earnings over the next several years, I rate the stock a buy as the valuation offers attractive upside over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098374410,"gmtCreate":1644033755557,"gmtModify":1676533884712,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your own due diligence&nbsp;","listText":"do your own due diligence&nbsp;","text":"do your own due diligence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098374410","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091261690,"gmtCreate":1643877488716,"gmtModify":1676533866779,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"comment","listText":"comment","text":"comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091261690","repostId":"1196109622","repostType":4,"repost":{"id":"1196109622","pubTimestamp":1643852105,"share":"https://ttm.financial/m/news/1196109622?lang=&edition=fundamental","pubTime":"2022-02-03 09:35","market":"us","language":"en","title":"2 Biotech Stocks That Could Make You Richer","url":"https://stock-news.laohu8.com/highlight/detail?id=1196109622","media":"Motley Fool","summary":"Investing in the stock market won't make you rich overnight. But with a patient approach to investin","content":"<html><head></head><body><p>Investing in the stock market won&#39;t make you rich overnight. But with a patient approach to investing, coupled with several promising picks that could perform well in the long run, you can become much wealthier by investing in stocks over time.</p><p>Let&#39;s address the second part of this strategy: picking the right stocks, which isn&#39;t always an easy task. If you need some inspiration, here are two biotech stocks that are currently down and out with investors -- and while they carry some risk, I believe they have the potential to deliver strong returns to the patient shareholder: <a href=\"https://laohu8.com/S/BLUE\"><b>Bluebird Bio</b></a> and <a href=\"https://laohu8.com/S/EXEL\"><b>Exelixis</b></a>. Here&#39;s why.</p><p>1. <a href=\"https://laohu8.com/S/BLUE\"><b>Bluebird Bio</b></a></p><p>To say that Bluebird Bio has lagged the market in the past year would be an understatement. The gene-editing specialist has lost over 70% of its value in the trailing-12-month period, a horrible performance by any metric. The company owes this poor showing to a combination of factors, but as is usual with biotech companies, clinical and regulatory setbacks played a significant role.</p><p>On the positive side, Bluebird has proven that it can earn regulatory nods for multiple therapies -- few other gene-editing companies can say the same. Both Skysona, a treatment for a pediatric neurodegenerative disorder called cerebral adrenoleukodystrophy (CALD), and Zynteglo, a therapy for the blood disorder transfusion-dependent beta-thalassemia (TDT), were approved in Europe.</p><p>However, the company opted to leave the European market after failing to land a good deal with third-party payers for its approved gene-editing treatments. It also has had to pause a couple of clinical trials because of suspected adverse reactions. And it recently spun off its oncology business into a separate entity called<b>2Seventy Bio</b>.</p><p>Where does that leave Bluebird? It leaves the biotech with a pipeline focused on rare illnesses and some promising programs on the way. In September, the company submitted an application to the U.S. Food and Drug Administration for beti-cel, a treatment for TDT that was branded as Zynteglo in Europe.</p><p>There are few treatments for TDT. But Bluebird&#39;s version of the therapy that was approved in Europe costs a hefty 1.58 million euros. The biotech will almost certainly set a high price in the U.S. as well if beti-cel gets approved. There is no denying the value it would bring to patients: a one-time, curative treatment for a disorder that would otherwise require regular blood transfusions for survival.</p><p>The company has also submitted a U.S. application for eli-cel, a treatment for CALD that was approved in Europe this past December as Skysona. The FDA granted eli-cel priority review, which is reserved for therapies that could be an improvement over existing treatments. CALD is the most severe form of adrenoleukodystrophy (ALD).</p><p>ALD itself is pretty rare, and 40% of boys diagnosed with it end up developing CALD. The only known treatment for this illness is a stem-cell transplant. Eli-cel and beti-cel could both be approved this year with the potential to generate at least several hundred million dollars in peak annual sales -- if not significantly more.</p><p>Bluebird looks a bit on the risky side. It currently has no products on the market and is consistently unprofitable. And the biotech could run into even more regulatory headwinds, which would sink its stock even further.</p><p>However, Bluebird&#39;s current market cap is barely over $500 million. The market isn&#39;t putting much value in the company&#39;s programs at all. That&#39;s what makes this biotech a potentially attractive option. If the company&#39;s master plan actualizes, its shares could skyrocket.</p><p>2. <a href=\"https://laohu8.com/S/EXEL\"><b>Exelixis</b></a></p><p>Exelixis is best-known for its cancer medicine Cabometyx, approved for renal cell carcinoma (RCC) and hepatocellular carcinoma (HCC). In fact, it represents the bulk of the company&#39;s sales. But thebiotech&#39;s reliance on its crown jewel doesn&#39;t bode well for many investors, which partly explains why the company has lagged the market -- down some 18% over the past year.</p><p>Still, there is hope for Exelixis, which will report its full financial results on Feb. 17.</p><p>First, Cabometyx has continued to increase its sales while grinding out more indications. Exelixis recently announced preliminary results for last year. For the fourth quarter, it expects an 11.1% year-over-year increase in revenue to $300 million -- a solid performance. For the full year, it&#39;s estimating $1.08 billion in revenue, an increase of 9.4%. And for 2022, it&#39;s predicting $1.3 billion to $1.4 billion in revenue.</p><p>Cabometyx is also still being tested in dozens of clinical trials. Results from several phase 3 studies should come in this year, so the cancer medicine could once again earn label expansions. That&#39;s good news for Exelixis and its shareholders.</p><p>The biotech is now looking to replicate the success it&#39;s had with Cabometyx. It&#39;s advancing several pipeline candidates through early-stage clinical trials, including a trio of cancer therapies: XL092, XL102, and XB002. The company will update investors on the progress of these programs this year, and these updates could help send its stock price higher.</p><p>Within the next couple of years, these products should be moving into late-stage studies. Exelixis&#39; forward price-to-earnings ratio of about 15 -- while higher than the industry average of 11 -- is about as low as it has been in over two years. In the long run, Exelixis should rebound from its recent woes, and it might be worth adding shares of the company right 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>2 Biotech Stocks That Could Make You Richer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Biotech Stocks That Could Make You Richer\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/02/2-biotech-stocks-that-could-make-you-richer/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investing in the stock market won't make you rich overnight. But with a patient approach to investing, coupled with several promising picks that could perform well in the long run, you can become much...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/02/2-biotech-stocks-that-could-make-you-richer/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EXEL":"伊克力西斯","BLUE":"bluebird bio Inc."},"source_url":"https://www.fool.com/investing/2022/02/02/2-biotech-stocks-that-could-make-you-richer/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196109622","content_text":"Investing in the stock market won't make you rich overnight. But with a patient approach to investing, coupled with several promising picks that could perform well in the long run, you can become much wealthier by investing in stocks over time.Let's address the second part of this strategy: picking the right stocks, which isn't always an easy task. If you need some inspiration, here are two biotech stocks that are currently down and out with investors -- and while they carry some risk, I believe they have the potential to deliver strong returns to the patient shareholder: Bluebird Bio and Exelixis. Here's why.1. Bluebird BioTo say that Bluebird Bio has lagged the market in the past year would be an understatement. The gene-editing specialist has lost over 70% of its value in the trailing-12-month period, a horrible performance by any metric. The company owes this poor showing to a combination of factors, but as is usual with biotech companies, clinical and regulatory setbacks played a significant role.On the positive side, Bluebird has proven that it can earn regulatory nods for multiple therapies -- few other gene-editing companies can say the same. Both Skysona, a treatment for a pediatric neurodegenerative disorder called cerebral adrenoleukodystrophy (CALD), and Zynteglo, a therapy for the blood disorder transfusion-dependent beta-thalassemia (TDT), were approved in Europe.However, the company opted to leave the European market after failing to land a good deal with third-party payers for its approved gene-editing treatments. It also has had to pause a couple of clinical trials because of suspected adverse reactions. And it recently spun off its oncology business into a separate entity called2Seventy Bio.Where does that leave Bluebird? It leaves the biotech with a pipeline focused on rare illnesses and some promising programs on the way. In September, the company submitted an application to the U.S. Food and Drug Administration for beti-cel, a treatment for TDT that was branded as Zynteglo in Europe.There are few treatments for TDT. But Bluebird's version of the therapy that was approved in Europe costs a hefty 1.58 million euros. The biotech will almost certainly set a high price in the U.S. as well if beti-cel gets approved. There is no denying the value it would bring to patients: a one-time, curative treatment for a disorder that would otherwise require regular blood transfusions for survival.The company has also submitted a U.S. application for eli-cel, a treatment for CALD that was approved in Europe this past December as Skysona. The FDA granted eli-cel priority review, which is reserved for therapies that could be an improvement over existing treatments. CALD is the most severe form of adrenoleukodystrophy (ALD).ALD itself is pretty rare, and 40% of boys diagnosed with it end up developing CALD. The only known treatment for this illness is a stem-cell transplant. Eli-cel and beti-cel could both be approved this year with the potential to generate at least several hundred million dollars in peak annual sales -- if not significantly more.Bluebird looks a bit on the risky side. It currently has no products on the market and is consistently unprofitable. And the biotech could run into even more regulatory headwinds, which would sink its stock even further.However, Bluebird's current market cap is barely over $500 million. The market isn't putting much value in the company's programs at all. That's what makes this biotech a potentially attractive option. If the company's master plan actualizes, its shares could skyrocket.2. ExelixisExelixis is best-known for its cancer medicine Cabometyx, approved for renal cell carcinoma (RCC) and hepatocellular carcinoma (HCC). In fact, it represents the bulk of the company's sales. But thebiotech's reliance on its crown jewel doesn't bode well for many investors, which partly explains why the company has lagged the market -- down some 18% over the past year.Still, there is hope for Exelixis, which will report its full financial results on Feb. 17.First, Cabometyx has continued to increase its sales while grinding out more indications. Exelixis recently announced preliminary results for last year. For the fourth quarter, it expects an 11.1% year-over-year increase in revenue to $300 million -- a solid performance. For the full year, it's estimating $1.08 billion in revenue, an increase of 9.4%. And for 2022, it's predicting $1.3 billion to $1.4 billion in revenue.Cabometyx is also still being tested in dozens of clinical trials. Results from several phase 3 studies should come in this year, so the cancer medicine could once again earn label expansions. That's good news for Exelixis and its shareholders.The biotech is now looking to replicate the success it's had with Cabometyx. It's advancing several pipeline candidates through early-stage clinical trials, including a trio of cancer therapies: XL092, XL102, and XB002. The company will update investors on the progress of these programs this year, and these updates could help send its stock price higher.Within the next couple of years, these products should be moving into late-stage studies. Exelixis' forward price-to-earnings ratio of about 15 -- while higher than the industry average of 11 -- is about as low as it has been in over two years. In the long run, Exelixis should rebound from its recent woes, and it might be worth adding shares of the company right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091167784,"gmtCreate":1643809161588,"gmtModify":1676533858415,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"buy buy buy","listText":"buy buy buy","text":"buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091167784","repostId":"1128267269","repostType":4,"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091167587,"gmtCreate":1643809132848,"gmtModify":1676533858415,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"thanks for info","listText":"thanks for info","text":"thanks for info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091167587","repostId":"2208357786","repostType":4,"repost":{"id":"2208357786","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643795522,"share":"https://ttm.financial/m/news/2208357786?lang=&edition=fundamental","pubTime":"2022-02-02 17:52","market":"us","language":"en","title":"7 Stocks To Watch For February 2, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2208357786","media":"Benzinga","summary":"Some of the stocks that may grab inve3stor focus today are:\n","content":"<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></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>7 Stocks To Watch For February 2, 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For February 2, 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-02 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","TMO":"赛默飞世尔","BK4559":"巴菲特持仓","BK4121":"生命科学工具和服务","HCTI":"Healthcare Triangle, Inc.","BK4503":"景林资产持仓","BK4524":"宅经济概念","BK4167":"医疗保健技术","BK4141":"半导体产品","BK4154":"管理型保健护理","OLPX":"Olaplex Holdings, Inc.","PYPL":"PayPal","BK4512":"苹果概念","BK4561":"索罗斯持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4183":"个人用品","BK4551":"寇图资本持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4209":"餐馆","FWRG":"First Watch Restaurant Group, Inc.","BK4514":"搜索引擎","TERN":"Terns Pharmaceuticals, Inc.","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","GOOG":"谷歌","BK4539":"次新股","HUM":"哈门那","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","GOOGL":"谷歌A","BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4191":"家用电器","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","GM":"通用汽车","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4139":"生物科技","BK4508":"社交媒体","BK4566":"资本集团","BK4007":"制药","BK4538":"云计算","CRCT":"Cricut, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208357786","content_text":"Some of the stocks that may grab inve3stor focus today are:Wall Street expects  Thermo Fisher Scientific Inc.  (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.Analysts expect  Meta Platforms, Inc.  (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.Alphabet Inc.  (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.Analysts are expecting  Humana Inc.  (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.General Motors Company  (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.Analysts expect  QUALCOMM Incorporated  (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.PayPal Holdings, Inc. (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093229501,"gmtCreate":1643641923284,"gmtModify":1676533839359,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"gi go go","listText":"gi go go","text":"gi go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093229501","repostId":"1154394141","repostType":4,"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099774349,"gmtCreate":1643438495103,"gmtModify":1676533821509,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"sounds great","listText":"sounds great","text":"sounds great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099774349","repostId":"2207870946","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099775522,"gmtCreate":1643438374969,"gmtModify":1676533821401,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"unexpected green witt Tech stocks going up","listText":"unexpected green witt Tech stocks going up","text":"unexpected green witt Tech stocks going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099775522","repostId":"2207811808","repostType":4,"repost":{"id":"2207811808","pubTimestamp":1643406842,"share":"https://ttm.financial/m/news/2207811808?lang=&edition=fundamental","pubTime":"2022-01-29 05:54","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2207811808","media":"Reuters","summary":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag ","content":"<html><head></head><body><p> (Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.</p><p>All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.</p><p>The S&amp;P 500 and the Dow posted gains from last Friday&#39;s close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.</p><p>Still, the bar for &#34;best daily gains of the year&#34; was rather low. Even with Friday&#39;s jump, the S&amp;P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.</p><p>&#34;Investors are trying to adjust to the impact of this higher rate cycle,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.&#34;</p><p>&#34;You&#39;re seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,&#34; Meckler added.</p><p>Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve&#39;s preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.</p><p>The graphic below shows how far core PCE and other major indicators have risen above the Fed&#39;s average annual 2% target.</p><p>The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&amp;P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.</p><p>Among the 11 major sectors of the S&amp;P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.</p><p>Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&amp;P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.</p><p>But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.</p><p>&#34;As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,&#34; Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;(They) will probably peak sometime this quarter, and ease throughout the year.&#34;</p><p>Data storage equipment maker <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc</a> fell 5.2% following the equipment maker&#39;s warning that higher production and labor costs will pressure its profit margin.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.5% on downbeat fourth-quarter profit.</p><p>However, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s 7.0% jump gave the S&amp;P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.</p><p>Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.</p><p>Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year</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 Rallies, Capping Frenetic Week with Best Day of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 05:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207811808","content_text":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.The S&P 500 and the Dow posted gains from last Friday's close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.Still, the bar for \"best daily gains of the year\" was rather low. Even with Friday's jump, the S&P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.\"Investors are trying to adjust to the impact of this higher rate cycle,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.\"\"You're seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,\" Meckler added.Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve's preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.The graphic below shows how far core PCE and other major indicators have risen above the Fed's average annual 2% target.The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.Among the 11 major sectors of the S&P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.\"As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,\" Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"(They) will probably peak sometime this quarter, and ease throughout the year.\"Data storage equipment maker Western Digital cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.Caterpillar Inc fell 5.2% following the equipment maker's warning that higher production and labor costs will pressure its profit margin.Chevron Corp dropped 3.5% on downbeat fourth-quarter profit.However, Apple's 7.0% jump gave the S&P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.The S&P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099279767,"gmtCreate":1643377156979,"gmtModify":1676533813010,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your due diligent before buying","listText":"do your due diligent before buying","text":"do your due diligent before buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099279767","repostId":"1133806987","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005749492,"gmtCreate":1642426443695,"gmtModify":1676533709642,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005749492","repostId":"1190045611","repostType":4,"repost":{"id":"1190045611","pubTimestamp":1642422520,"share":"https://ttm.financial/m/news/1190045611?lang=&edition=fundamental","pubTime":"2022-01-17 20:28","market":"us","language":"en","title":"Is the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1190045611","media":"MarketWatch","summary":"Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther ","content":"<html><head></head><body><p>Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.</p><p>The Securities Industry and Financial Markets Association, or Sifma, has recommended that bond markets close for the day, which may impact trading in the 10-year Treasury note.The New York Stock Exchange and the Nasdaq are also closed for the federal holiday.</p><p>Meanwhile, in U.S. commodities markets, there will be no regular trading or settlements, including for Nymex crude oil and Comex-traded gold.</p><p>The holiday comes two weeks into a year that’s started on a down note for stocks, thanks to the ongoing omicron wave of coronavirus cases, a hawkish Federal Reserve, surging inflation, and uncertainty about valuations ahead of the next corporate earnings reporting season.</p><p>U.S. stocks are lower in the year to date:  the Dow Jones Industrial Average is down 1.2%, the S&amp;P 500 has lost 2.2%, and the Nasdaq Composite is down 4.8% through the close on Friday. The 10-year note has surged about 15 points, meanwhile, as investors sell those bonds, anticipating higher interest rates ahead.</p><p>The omicron surge has prompted multiple changes to Monday’s celebration of the life of Dr. Martin Luther King Jr. Communities from Alabama to Massachusetts, after initially planning in-person events, have instead pivoted to online versions, in many cases for the second year in a row.</p><p>Even so, investors continue to reward exchange-traded funds geared toward the “re-opening trade” more than the “work-from-home” regime that dominated 2020. The U.S. Global Jets ETF was up 5.5% in the year to date through Friday, while the Direxion Work From Home ETF had lost 5.5% in the same period.</p><p>The Martin Luther King holiday is traditionally observed on the third Monday of January to mark King’s birthday, January 15, 1929.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 20:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.The Securities Industry ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190045611","content_text":"Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.The Securities Industry and Financial Markets Association, or Sifma, has recommended that bond markets close for the day, which may impact trading in the 10-year Treasury note.The New York Stock Exchange and the Nasdaq are also closed for the federal holiday.Meanwhile, in U.S. commodities markets, there will be no regular trading or settlements, including for Nymex crude oil and Comex-traded gold.The holiday comes two weeks into a year that’s started on a down note for stocks, thanks to the ongoing omicron wave of coronavirus cases, a hawkish Federal Reserve, surging inflation, and uncertainty about valuations ahead of the next corporate earnings reporting season.U.S. stocks are lower in the year to date:  the Dow Jones Industrial Average is down 1.2%, the S&P 500 has lost 2.2%, and the Nasdaq Composite is down 4.8% through the close on Friday. The 10-year note has surged about 15 points, meanwhile, as investors sell those bonds, anticipating higher interest rates ahead.The omicron surge has prompted multiple changes to Monday’s celebration of the life of Dr. Martin Luther King Jr. Communities from Alabama to Massachusetts, after initially planning in-person events, have instead pivoted to online versions, in many cases for the second year in a row.Even so, investors continue to reward exchange-traded funds geared toward the “re-opening trade” more than the “work-from-home” regime that dominated 2020. The U.S. Global Jets ETF was up 5.5% in the year to date through Friday, while the Direxion Work From Home ETF had lost 5.5% in the same period.The Martin Luther King holiday is traditionally observed on the third Monday of January to mark King’s birthday, January 15, 1929.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003549883,"gmtCreate":1641019299216,"gmtModify":1676533565651,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your own due diligence","listText":"do your own due diligence","text":"do your own due diligence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003549883","repostId":"2195481004","repostType":4,"repost":{"id":"2195481004","pubTimestamp":1641003960,"share":"https://ttm.financial/m/news/2195481004?lang=&edition=fundamental","pubTime":"2022-01-01 10:26","market":"us","language":"en","title":"1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195481004","media":"Motley Fool","summary":"It poses some risks, but this company is making all the right moves to succeed in a very tough industry.","content":"<html><head></head><body><p>Let&#39;s be clear: Any stock that collapses by 68% from its high carries inherent risks, and that&#39;s certainly the case with real estate iBuying company <b><a href=\"https://laohu8.com/S/OPAD\">Offerpad Solutions</a></b> (NYSE:OPAD).</p><p>Offerpad buys homes directly from sellers, adds value by renovating them, and then flips them for a profit. It&#39;s not an easy business, as Offerpad&#39;s largest competitor, <b><a href=\"https://laohu8.com/S/Z\">Zillow</a> Group</b> (NASDAQ:Z)(NASDAQ:ZG) recently proved when it dropped out of the segment after sustaining significant losses.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F659276%2Fa-smiling-couple-sitting-on-the-floor-of-their-new-home-surrounded-by-boxes.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>But there are bright spots to Offerpad&#39;s different approach, and Wall Street firm JMP Securities thinks the stock has what it takes to rise by 84% in the next 12 to 18 months to $12 a share. Here&#39;s why.</p><h2>Being selective is key for Offerpad</h2><p>Since 2019, Zillow has been on a home-buying binge, purchasing 26,014 houses -- in some cases, multiple-home estates -- with the intention of reselling them quickly for a profit. This strategy is great when real estate prices are rising across the board, but when pockets of the market go soft, it can result in significant losses.</p><p>Zillow recently listed up to 1,000 of its homes for sale in its five largest markets, 64% of which were reportedly priced below what it paid for them. And in Phoenix, Arizona, up to 93% of its properties are slated to be sold at a loss. In the recent third quarter, Zillow&#39;s iBuying segment lost $244 million and erased all of the gross profit the segment had made for the entire year.</p><p>Part of the issue is Zillow&#39;s broad geographical footprint. It operates in, and therefore had to carefully track, up to 35 markets across the U.S. Offerpad, on the other hand, operates in 17 markets. Where Zillow&#39;s iBuying average gross profit per home peaked at $18,665, Offerpad&#39;s average peak (so far) is $31,500 per home in the second quarter of 2021.</p><p>It highlights the importance of being selective, because like any asset class, home prices constantly fluctuate, and being on the wrong side can be catastrophic. For Offerpad, now that its largest competitor has moved out of the way, it has an opportunity to grow its market share in the higher-quality markets Zillow has left behind.</p><h2>A surge in revenue</h2><p>By the close of 2021, Offerpad expects it will have sold up to 6,000 homes for the year, driving a record revenue result. In the recent third quarter, it actually increased its 2021 revenue guidance by $100 million. But in 2022, analysts expect it will do even better.</p><table><thead><tr><th><p>Metric</p></th><th><p>2020</p></th><th><p>2021 (Estimate)</p></th><th><p>2022 (Projected)</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$1.06 billion</p></td><td><p>$1.90 billion</p></td><td><p>$3.53 billion</p></td><td><p>82%</p></td></tr></tbody></table><p>Data source: Offerpad, Yahoo! Finance. CAGR = Compound Annual Growth Rate.</p><p>Offerpad&#39;s gross profit per home of $22,700 in the third quarter was down from the $31,500 it generated in the second quarter. However, it was still a 48% year-over-year gain and is therefore trending in the right direction.</p><p>The company attributes its success to a combination of its technology and people. Where other iBuying companies rely solely on algorithms to price a home, Offerpad allows technology to do 90% of the work, and it then uses physical intervention by its employees to inspect the home and bring the deal to a close.</p><p>Additionally, it adds value by renovating houses using Offerpad-employed tradespeople, which allows it to achieve higher sale prices compared to simply flipping a property immediately. The company aims to buy, renovate, and sell each home within 100 days.</p><h2>The stock is cheap</h2><p>Offerpad&#39;s stock trades at a price-to-sales multiple of just 0.8. By comparison, and despite all of its issues, Zillow&#39;s stock trades at a multiple of 2.1 based on estimated 2021 revenue. That means Offerpad&#39;s stock would need to double from here just to trade in line with its tech-real estate peer.</p><p>If Offerpad meets analysts&#39; expectations and generates $3.53 billion in revenue next year, its multiple will shrink further to just 0.4 (assuming its stock price remains the same). That makes its recent 68% decline in share price look like an attractive opportunity going into 2022.</p><p>Offerpad is expected to post a loss overall for 2021, but JMP Securities expects it will close out 2021 with a fourth-quarter profit of $0.35 per share. The firm&#39;s price target of $12 might even look conservative if Offerpad can turn profitable next year -- it&#39;s even possible it could revisit its highs near $20 per share -- but it operates in a tough business, and investors should proceed with <i>cautious </i>optimism.</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>1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022</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\">\n1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's be clear: Any stock that collapses by 68% from its high carries inherent risks, and that's certainly the case with real estate iBuying company Offerpad Solutions (NYSE:OPAD).Offerpad buys homes ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow","OPAD":"Offerpad Solutions","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4079":"房地产服务","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195481004","content_text":"Let's be clear: Any stock that collapses by 68% from its high carries inherent risks, and that's certainly the case with real estate iBuying company Offerpad Solutions (NYSE:OPAD).Offerpad buys homes directly from sellers, adds value by renovating them, and then flips them for a profit. It's not an easy business, as Offerpad's largest competitor, Zillow Group (NASDAQ:Z)(NASDAQ:ZG) recently proved when it dropped out of the segment after sustaining significant losses.Image source: Getty Images.But there are bright spots to Offerpad's different approach, and Wall Street firm JMP Securities thinks the stock has what it takes to rise by 84% in the next 12 to 18 months to $12 a share. Here's why.Being selective is key for OfferpadSince 2019, Zillow has been on a home-buying binge, purchasing 26,014 houses -- in some cases, multiple-home estates -- with the intention of reselling them quickly for a profit. This strategy is great when real estate prices are rising across the board, but when pockets of the market go soft, it can result in significant losses.Zillow recently listed up to 1,000 of its homes for sale in its five largest markets, 64% of which were reportedly priced below what it paid for them. And in Phoenix, Arizona, up to 93% of its properties are slated to be sold at a loss. In the recent third quarter, Zillow's iBuying segment lost $244 million and erased all of the gross profit the segment had made for the entire year.Part of the issue is Zillow's broad geographical footprint. It operates in, and therefore had to carefully track, up to 35 markets across the U.S. Offerpad, on the other hand, operates in 17 markets. Where Zillow's iBuying average gross profit per home peaked at $18,665, Offerpad's average peak (so far) is $31,500 per home in the second quarter of 2021.It highlights the importance of being selective, because like any asset class, home prices constantly fluctuate, and being on the wrong side can be catastrophic. For Offerpad, now that its largest competitor has moved out of the way, it has an opportunity to grow its market share in the higher-quality markets Zillow has left behind.A surge in revenueBy the close of 2021, Offerpad expects it will have sold up to 6,000 homes for the year, driving a record revenue result. In the recent third quarter, it actually increased its 2021 revenue guidance by $100 million. But in 2022, analysts expect it will do even better.Metric20202021 (Estimate)2022 (Projected)CAGRRevenue$1.06 billion$1.90 billion$3.53 billion82%Data source: Offerpad, Yahoo! Finance. CAGR = Compound Annual Growth Rate.Offerpad's gross profit per home of $22,700 in the third quarter was down from the $31,500 it generated in the second quarter. However, it was still a 48% year-over-year gain and is therefore trending in the right direction.The company attributes its success to a combination of its technology and people. Where other iBuying companies rely solely on algorithms to price a home, Offerpad allows technology to do 90% of the work, and it then uses physical intervention by its employees to inspect the home and bring the deal to a close.Additionally, it adds value by renovating houses using Offerpad-employed tradespeople, which allows it to achieve higher sale prices compared to simply flipping a property immediately. The company aims to buy, renovate, and sell each home within 100 days.The stock is cheapOfferpad's stock trades at a price-to-sales multiple of just 0.8. By comparison, and despite all of its issues, Zillow's stock trades at a multiple of 2.1 based on estimated 2021 revenue. That means Offerpad's stock would need to double from here just to trade in line with its tech-real estate peer.If Offerpad meets analysts' expectations and generates $3.53 billion in revenue next year, its multiple will shrink further to just 0.4 (assuming its stock price remains the same). That makes its recent 68% decline in share price look like an attractive opportunity going into 2022.Offerpad is expected to post a loss overall for 2021, but JMP Securities expects it will close out 2021 with a fourth-quarter profit of $0.35 per share. The firm's price target of $12 might even look conservative if Offerpad can turn profitable next year -- it's even possible it could revisit its highs near $20 per share -- but it operates in a tough business, and investors should proceed with cautious optimism.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9030990134,"gmtCreate":1645593990073,"gmtModify":1676534043990,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"best time to buy if you think&nbsp;","listText":"best time to buy if you think&nbsp;","text":"best time to buy if you think","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030990134","repostId":"1115377629","repostType":4,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098374410,"gmtCreate":1644033755557,"gmtModify":1676533884712,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your own due diligence&nbsp;","listText":"do your own due diligence&nbsp;","text":"do your own due diligence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098374410","repostId":"1196927717","repostType":4,"repost":{"id":"1196927717","pubTimestamp":1644033090,"share":"https://ttm.financial/m/news/1196927717?lang=&edition=fundamental","pubTime":"2022-02-05 11:51","market":"us","language":"en","title":"Palantir: Red Flag Or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=1196927717","media":"Seeking Alpha","summary":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.</li><li>Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.</li><li>During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.</li><li>Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.</li><li>Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd7a77abaec0ea0aa58eebb9ce4b9606\" tg-width=\"1536\" tg-height=\"1187\" width=\"100%\" height=\"auto\"/><span>agawa288/iStock via Getty Images</span></p><p>I am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.</p><p><b>Risk/Reward Rating: Neutral</b></p><p>Palantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.</p><p><b>Customer Detail</b></p><p>Palantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.</p><p>The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e38ee31a1d6e826d2d02216e39ac570\" tg-width=\"640\" tg-height=\"151\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4dc61112528e104ef0d3a8dc80f89d1\" tg-width=\"581\" tg-height=\"481\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>For ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.</p><p>By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.</p><p>The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.</p><p>Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.</p><p>Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.</p><p><b>Investees</b></p><p>It is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dda111182479c1fbaddc642369e4bd3\" tg-width=\"640\" tg-height=\"264\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.</p><p>It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.</p><p>I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.</p><p>The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e06664e25242d0bacb6f2a64a7a80228\" tg-width=\"640\" tg-height=\"526\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.</p><p><b>Financial Performance</b></p><p>Turning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b09c2f2aada9cb30c8b720be23d096e2\" tg-width=\"640\" tg-height=\"156\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>I have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.</p><p><b>Geographic &amp; Segment Sales</b></p><p>The sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b19bc17658ff1b951eec789ec95deddd\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a553cc3913c2af281262da7b15bdc3c\" tg-width=\"640\" tg-height=\"278\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.</p><p><b>Gross Profit &amp; KPI</b></p><p>Palantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:</p><blockquote>Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...</blockquote><p>As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.</p><p>I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55c5e5fcea6102ca9d0542c130ee1d15\" tg-width=\"640\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.</p><p>Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cc4e966e16c27ea17f99ccb08a18957\" tg-width=\"640\" tg-height=\"281\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>Notice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.</p><p><b>Operating Income</b></p><p>Turning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5f344c289a598ec7824067b39c04f09\" tg-width=\"640\" tg-height=\"479\" width=\"100%\" height=\"auto\"/><span>Source: Created by Brian Kapp, stoxdox</span></p><p>In the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.</p><p>The research and development investment slowdown could be a negative read through for sales growth as R&amp;D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.</p><p>As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.</p><p><b>Consensus Growth Estimates</b></p><p>If Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/022fd2d18964776a3e20294c7917548f\" tg-width=\"640\" tg-height=\"241\" width=\"100%\" height=\"auto\"/><span>Source: Seeking Alpha. Created by Brian Kapp, stoxdox</span></p><p>I have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.</p><p>The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.</p><p>The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.</p><p>Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.</p><p><b>Valuation</b></p><p>Palantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.</p><p>Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.</p><p>On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.</p><p>The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.</p><p><b>Technicals</b></p><p>While the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9aaa4f2a36fa507e420c9353d0cd91c\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/><span>Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)</span></p><p>The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.</p><p>To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.</p><p>If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.</p><p>The following daily chart provides a closer look at the technical backdrop.</p><p><img src=\"https://static.tigerbbs.com/fa32fdab79f60368696ab122ff81b60a\" tg-width=\"640\" tg-height=\"372\" width=\"100%\" height=\"auto\"/></p><p>The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.</p><p><b>Summary</b></p><p>All told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: Red Flag Or Opportunity?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Red Flag Or Opportunity?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 11:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4484295-palantir-red-flag-or-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196927717","content_text":"SummaryPalantir has only 203 total customers as of Q3 2021, while just 20 of those customers account for 58% of total revenue.Revenue growth in Palantir’s core client cohort slowed to 20% annualized through the first three quarters of 2021 compared to 2020.During 2021, Palantir fundamentally transformed its go-to-market strategy. The company is now using its cash to aggressively invest in other companies (Investees) who agree to purchase Palantir’s software.Management continues to guide for 30% sales growth through mid-decade. However, Palantir’s 3-phase business model hints at sales trending lower excluding its Investee sales.Palantir offers extraordinary long-term growth potential which should place it on the watchlist of all growth investors. The investment case rests on the fulcrum between opportunity and red flags.agawa288/iStock via Getty ImagesI am assigning Palantir (NYSE:PLTR) a neutral risk/reward rating as the long-term growth opportunity is counterbalanced by near-term red flags. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, a number of notable red flags warrant caution. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error.Risk/Reward Rating: NeutralPalantir has an unusual business model compared to its peers in the enterprise software sector in regard to how it acquires and grows its customer base. The company categorizes its customers according to three phases of development or cohorts: (1) Acquire, (2) Expand, and (3) Scale. While they are generic terms that are applicable to all businesses, they are unique in the case of Palantir due to how the company approaches its customers.Customer DetailPalantir defines a customer in the Acquire cohort as one that has generated less than $100,000 of revenue as of year-end while being unprofitable to Palantir. The Expand cohort is characterized by a customer that generated more than $100,000 of sales yet remained unprofitable. Finally, the Scale cohort is defined as a customer that has generated more than $100,000 of revenue while being a profitable relationship for Palantir during the year.The following tables were compiled from Palantir’s Q3 2021 10-Q filed with the SEC. The first table displays Palantir’s 2020 sales from each of the client cohorts which were categorized at the end of 2020 (2020 Revenue). In the 2021 Annualized column, you will find the sales of each of these 2020 customer cohorts through Q3 2021 annualized. In the second set of tables, I have compiled key details regarding Palantir’s largest customers over the past twelve months, as well as critical details pertaining to customers that are new to Palantir in 2021 which are not yet assigned to a cohort. Cohort categorization occurs at the end of each year.Source: Created by Brian Kapp, stoxdoxSource: Created by Brian Kapp, stoxdoxFor ease of comparison, I have color-coded the information that is related. One of the dominant realities for Palantir is its concentrated customer base, which is highlighted in blue. Palantir has only 203 customers, with the top 20 accounting for 58% of sales.By definition, Palantir’s largest customers are in the Scale cohort. Through the first three quarters of 2021, the Scale cohort (categorized as such at the end of 2020) is growing at an annualized rate of 20%. Given that this group accounts for 86% of Palantir’s revenue, it will be challenging to move the sales growth needle materially above 20% without explosive growth from the other two cohorts or a material acceleration from the Scale cohort. It should be noted that management is guiding to 30% annual sales growth through mid-decade.The 2020 year-end Acquire and Expand cohorts are highlighted in yellow in the upper table. New customers in 2021 will not be assigned to a cohort until the year-end Palantir report. I have highlighted the pertinent 2021 new customer data in yellow for easy comparison to the 2020 Acquire and Expand customer cohorts. I view the 2021 new customer sales performance excluding sales to Investees to be a sustainable core growth rate. The Investee customer acquisition strategy is extraordinarily unusual and carries an exceedingly high capital risk which introduces reputational and, therefore, brand risk.Please note that Investee here refers to customers that Palantir has purchased the stock of in return for the Investee using Palantir’s software. Meaning, the revenue from Investees is a reciprocation of Palantir investing in the shares of these customers. In this respect, these are not arm’s-length transactions. I believe the new client numbers excluding sales to Investees is an important data point for ascertaining a purely market-based new customer growth rate.Similar to the Scale cohort growth rate annualizing at 20% in 2021, the new customer sales growth rate is annualizing at 22% through Q3 2021 compared to the $20.6 million of sales from the Acquire and Expand cohorts of 2020. While this is not a perfect comparison for sales growth from new customers, it is a fair estimation. As a result, Palantir appears to be trending toward an underlying sales growth rate closer to 20% than the company’s 30% sales growth guidance through mid-decade.InvesteesIt is important to step back and review Palantir’s investments in Investees as this is an extraordinarily unusual go-to-market strategy for customer acquisition. The above numbers, which suggest revenue growth is trending toward 20%, place Palantir’s use of its balance sheet cash to fund new customers in a new light. The following tables were compiled from Palantir’s Q3 2021 10-Q. The first table lists companies that Palantir has funded as of the end of Q3 2021. The second table displays Palantir’s investment commitments to new companies that are not yet funded.Source: Created by Brian Kapp, stoxdoxI have conducted a cursory review of each of the above companies. The common theme is that they are all early-stage companies in the most popular growth sectors. These sectors include EVs, robotics, flying electric vehicles, satellite services and drug discovery. None of the Investees appears to offer enough appreciation potential in its own right to move the needle materially for Palantir’s valuation. Palantir’s ownership stake ranges from 0.4% to 1.6%.It remains unclear how much of each company’s funding can be spent on Palantir’s software. Furthermore, it is not clear if the $19 million of revenue through Q3 2021 from these companies is sustainable.I have highlighted in blue Palantir’s total investment of $150 million in the seven companies. The yellow highlighted cell represents the current valuation of the investments. Palantir is now down approximately $64 million on these seven companies alone. This highlights an extreme risk for this method of customer acquisition as the capital losses to date dwarf the revenue generated. There are other private company investments not listed above, however, Palantir does not break out the details. They are included in other assets on Palantir’s balance sheet which amounted to $116 million as of Q3 2021.The following table displays Palantir’s commitments to invest in new companies as of Q3 2021. I have highlighted in yellow the two companies that Palantir funded subsequent to the end of Q3 2021.Source: Created by Brian Kapp, stoxdoxI have highlighted in blue the total funding commitment for new investments as of Q3 2021. This is $252 million on top of the $150 million completed prior to the end of Q3. While I have not looked into these particular companies, they appear similar to the first seven investments reviewed above. Meaning, they appear to carry extreme capital risk with upside potential that is likely to be minimal when compared to the valuation upside inherent in Palantir’s software business. It should be noted that recent valuations were extreme and continue to contract rapidly. As a result, the timing risk for capital loss is also heightened by making the investments at the top of the VC/IPO cycle.Financial PerformanceTurning to Palantir’s recent performance, I have chosen to view sales growth excluding the Investees as this is the most likely sustainable growth trajectory. The following table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC. I made an adjustment by removing Investee revenue to arrive at a net revenue figure.Source: Created by Brian Kapp, stoxdoxI have highlighted in yellow the 29% revenue growth in Q3 2021 after removing the Investee revenue. Investees added 6.5% to growth in Q3. Year-to-date, the Investee revenue accounted for 1.7% revenue growth. The 29% growth rate is already decelerating beneath the company’s 30% growth guidance through mid-decade. Keep in mind that the Investee revenue stream will grow with additional funding of Palantir’s investment commitments. Regardless, growth is decelerating rapidly at 29% in Q3 compared to 41% year-to-date excluding these non-arm’s-length sales.Geographic & Segment SalesThe sales slowdown is being led by France, which contracted 22% through the first three quarters of 2021 (highlighted in orange below). It should be noted that Palantir has had a material relationship with Airbus and the airline industry. This could be a negative read through for an important client and industry. While the US remained the best performer in Q3 2021, growth is slowing rapidly as is evidenced by the blue highlighted cells below. The table was compiled from Palantir’s Q3 2021 10-Q filed with the SEC.Source: Created by Brian Kapp, stoxdoxIn addition to France, the rest of the world is also slowing rapidly, from 45% through the first nine months of the year to 20% in Q3 2021. Please note that these are reported sales without any adjustments. The following table was compiled from the same SEC filing and highlights that the large sales slowdown in Q3 occurred in the Government segment. Please keep in mind that the Investee revenue is included in the figures below and added approximately 6.5% to the Q3 growth rate in the Commercial segment.Source: Created by Brian Kapp, stoxdoxIn summary, the Commercial segment is growing revenue rather steadily, approximately 29% excluding the Investee revenue. However, the Government segment is decelerating rapidly, from 57% through the first nine months of 2021 to 34% in Q3.Gross Profit & KPIPalantir’s unusual customer acquisition strategy predates the shift to Investees. The company’s sales and marketing expenses appear to be quite similar to the cost of goods sold for other companies. This is the case because Palantir offers prospective customers free pilot programs as opposed to requiring payment upfront for use of its software. Sales and marketing personnel execute the pilot programs and coordinate solution development in order to generate sales. The following quote from the Q3 2021 10-Q summarizes the situation:Sales and marketing costs primarily include salaries, stock-based compensation expense, and benefits for our sales force and personnel involved in executing on pilots and customer growth activities...As a result, I view the sales and marketing expense in the case of Palantir to be a cost of goods sold and reduction to gross margin. While this categorization does not affect the bottom line, it does serve to place the reported 78% gross margin in context.I believe this perspective on sales and marketing expense is helpful in thinking about Palantir’s business model in relation to other companies and relative valuations that rely on gross profit margins. The following table was compiled from Palantir’s Q3 2021 10-Q and displays the reported cost of revenue and sales and marketing expense adjusted by removing the related stock-based compensation expense from each line item.Source: Created by Brian Kapp, stoxdoxNotice that the adjusted gross profit growth has slowed considerably to 25% in Q3 (highlighted in blue in the lower portion of the table) compared to 59% through the first nine months of 2021 (highlighted in yellow). The cost of sales is rising rapidly in Q3 2021 compared to the first nine months of the year.Palantir utilizes one KPI or Key Performance Indicator to judge performance and inform decision-making, which is referred to as Contribution Margin. It is similar to my adjusted gross margin figure above as can be seen in the following table compiled from Palantir’s Q3 2021 10-Q.Source: Created by Brian Kapp, stoxdoxNotice that the contribution row is remarkably similar to my adjusted gross profit row in the previous table. Additionally, the growth rate deceleration is similar, as can be seen in the highlighted cells. While 37% is materially different from my estimate of 25% growth, the step change lower from 64% is of similar amplitude.Operating IncomeTurning to operating income, I have adjusted the reported figures once again by removing stock option-related expenses as well as one-off expenses pertaining to the direct listing IPO in 2020. The overriding message is once again one of rapid deceleration. The following table was compiled from the same SEC filing and displays operating expenses excluding sales and marketing expenses, as well as my adjusted operating income estimate.Source: Created by Brian Kapp, stoxdoxIn the lower section of the table, notice the incredible deceleration in adjusted operating income to 40% growth in Q3 of 2021 compared to 266% growth through the first nine months of the year. General and administrative expenses accelerated rapidly in Q3 2021, while Palantir materially reduced research and development investment to just 5% growth in Q3.The research and development investment slowdown could be a negative read through for sales growth as R&D is an integral part of the sales process. Research and development expenses should track the sales cycle through the three customer phases: Acquire, Expand, and Scale. As customer needs are identified by sales and marketing, research and development expenses should respond to increased future sales potential. This does not appear to be happening at the moment.As of Q3 2021, Palantir is annualizing at an adjusted operating income run rate of approximately $300 to $320 million, or about $.16 per share. This is a before-tax operating income figure. The primary takeaway from the operating income front is that profitability is slowing rapidly. This provides additional color for the unusual Investee customer acquisition strategy being deployed.Consensus Growth EstimatesIf Palantir is producing at a $320 million adjusted annual operating income run rate and it was taxed at a normalized 25% rate, the current earnings power would be in the $240 million range or $.12 per diluted share. With this information and the growth deceleration outlined above, we can begin to put consensus earnings estimates into context. The following table was compiled from Seeking Alpha and displays consensus earnings and revenue estimates through 2023.Source: Seeking Alpha. Created by Brian Kapp, stoxdoxI have highlighted the 2022 consensus estimates for earnings and sales growth. Notice that the 39% consensus earnings growth estimate for 2022 is in line with the 40% operating income growth posted in Q3 of 2021. Additionally, the sales growth estimate of 30% is just above the 29% adjusted sales growth in Q3 2021 excluding sales to Investees.The 39% earnings growth expected for 2022 appears to be at material risk of being too high given the rapid slowdown in operating income to 40% in Q3 2021 compared to 266% through the first nine months of the year. This trajectory would likely place earnings growth for 2022 well below 39%.The 30% sales growth estimate for 2022 looks to be achievable given Palantir’s aggressive investment strategy in regard to Investees who then purchase Palantir software. I believe the market will tend to discount Investee sales as I have. Excluding these sales, the revenue growth trajectory appears to be trending closer to 20% than 30% for 2022, which opens the door to further growth disappointment.Looking to consensus estimates for 2023, the expected growth rates are remarkably similar to 2022. This straight-line growth forecast through 2023 adds to the risk that consensus estimates could be too high over the coming years. The current trajectory points to growth materially below that expected for 2022 and 2023.ValuationPalantir is trading at 87x the consensus earnings estimate for 2021 and 62x that for 2022. Please keep in mind that these are non-GAAP (generally accepted accounting principles) earnings estimates. On a GAAP basis, Palantir continues to produce at a loss. The reported loss in Q3 2021 was $92 million and was $352 million through the first nine months of 2021.Using the non-GAAP earnings estimates, 87x current year earnings and 62x forward earnings are extreme valuations from a historical market perspective. That said, they are within the realm of possibility for a growth stock in recent years. When viewed against Palantir’s rapidly slowing sales and operating income growth rates, as well as the heightened risk that consensus estimates may be too high, the current valuation multiples on consensus estimates offer little margin for error.On the sales front, Palantir is valued at 17x the consensus 2021 revenue estimate and 13x that for 2022. These are extreme price-to-sales multiples for a large-cap company from a historical perspective. My estimate of core sales growth trending toward 20% excluding Investee revenue suggests that these valuation multiples on sales also offer little margin for error.The valuation risks are further elevated when combined with the rapidly slowing operating income growth. Furthermore, as can be seen in my adjusted gross margin figure growing at 25% as of Q3 2021, the Palantir business model may not be supportive of a historically extreme price-to-sales valuation.TechnicalsWhile the fundamental backdrop points toward little margin for error and subdued excess return potential, the technical setup suggests more meaningful upside return potential. The following 3-year weekly chart offers a bird’s eye view of the potential technical return spectrum. I have highlighted the key resistance levels with orange horizontal lines and the primary support level with a green line.Palantir 3-year weekly chart. (Created by Brian Kapp using a chart from Barchart.com)The return potential to the nearest resistance levels of $19 and $22 is 43% and 65%, respectively. On the downside, the nearest support lies at the IPO price range near $10. The downside return potential to this level is -25%. It should be noted that Palantir’s short trading history of 16 months limits the usefulness of technical analysis. Additionally, with no trading history beneath the IPO price, it is unclear where support will be found if the $10 level is breached to the downside.To estimate downside potential beneath $10, I apply an earnings multiple of 40x the 2022 non-GAAP consensus earnings estimate. This valuation is twice that of the current market averages and would place Palantir shares at $8. This represents -40% downside risk from current levels.If the 39% consensus earnings estimate for 2022 is too high, further downside from $8 is in the realm of possibility. To estimate the downside risk potential if estimates are too high, I apply the same 40x non-GAAP earnings to my estimate of Palantir’s current annual run rate for fully-taxed, non-GAAP profitability. If earnings growth comes in at 25% for 2022 (my estimate of adjusted gross profit growth as of Q3 2021) on top of my estimate of $.12 for the current annual run rate of adjusted earnings after tax, the shares could trade down to $6. This would represent downside risk of -55%.The following daily chart provides a closer look at the technical backdrop.The technical picture suggests heavy resistance between $19 and $22. Given the unrelenting downtrend over the past three months, a near-term bounce is likely. That said, the upside technical potential combined with the downside fundamental potential leaves the shares with a balanced potential return spectrum of 65% to -55% over the near term.SummaryAll told, Palantir should be placed on the watchlist for high-risk growth investors. The long-term opportunity lies in becoming a foundational enterprise operating system capable of integrating structured and unstructured data for real-time intelligence. However, with notable red flags in the mix, caution is in order. The primary red flags include slowing sales, an unusual go-to-market shift, rapidly decelerating profitability, and an elevated valuation which offers limited margin for error. The resulting symmetry between risk and reward results in a neutral rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093229501,"gmtCreate":1643641923284,"gmtModify":1676533839359,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"gi go go","listText":"gi go go","text":"gi go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093229501","repostId":"1154394141","repostType":4,"repost":{"id":"1154394141","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643621865,"share":"https://ttm.financial/m/news/1154394141?lang=&edition=fundamental","pubTime":"2022-01-31 17:37","market":"us","language":"en","title":"EV Stocks Climbed in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154394141","media":"Tiger Newspress","summary":"Tesla, Nio, XPeng, and Li Auto rose between 2% and 3% in premarket trading.","content":"<html><head></head><body><p>Tesla, Nio, XPeng, and Li Auto rose between 2% and 3% in premarket trading.<img src=\"https://static.tigerbbs.com/55fdfc90b768682ad930a7fc093d1bbe\" tg-width=\"716\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-31 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla, Nio, XPeng, and Li Auto rose between 2% and 3% in premarket trading.<img src=\"https://static.tigerbbs.com/55fdfc90b768682ad930a7fc093d1bbe\" tg-width=\"716\" tg-height=\"610\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154394141","content_text":"Tesla, Nio, XPeng, and Li Auto rose between 2% and 3% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099775522,"gmtCreate":1643438374969,"gmtModify":1676533821401,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"unexpected green witt Tech stocks going up","listText":"unexpected green witt Tech stocks going up","text":"unexpected green witt Tech stocks going up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099775522","repostId":"2207811808","repostType":4,"repost":{"id":"2207811808","pubTimestamp":1643406842,"share":"https://ttm.financial/m/news/2207811808?lang=&edition=fundamental","pubTime":"2022-01-29 05:54","market":"us","language":"en","title":"US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2207811808","media":"Reuters","summary":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag ","content":"<html><head></head><body><p> (Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.</p><p>All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.</p><p>The S&amp;P 500 and the Dow posted gains from last Friday&#39;s close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.</p><p>Still, the bar for &#34;best daily gains of the year&#34; was rather low. Even with Friday&#39;s jump, the S&amp;P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.</p><p>&#34;Investors are trying to adjust to the impact of this higher rate cycle,&#34; said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. &#34;For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.&#34;</p><p>&#34;You&#39;re seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,&#34; Meckler added.</p><p>Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve&#39;s preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.</p><p>The graphic below shows how far core PCE and other major indicators have risen above the Fed&#39;s average annual 2% target.</p><p>The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&amp;P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.</p><p>Among the 11 major sectors of the S&amp;P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.</p><p>Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&amp;P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.</p><p>But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.</p><p>&#34;As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,&#34; Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. &#34;(They) will probably peak sometime this quarter, and ease throughout the year.&#34;</p><p>Data storage equipment maker <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.</p><p><a href=\"https://laohu8.com/S/CAT\">Caterpillar Inc</a> fell 5.2% following the equipment maker&#39;s warning that higher production and labor costs will pressure its profit margin.</p><p><a href=\"https://laohu8.com/S/CVX\">Chevron Corp</a> dropped 3.5% on downbeat fourth-quarter profit.</p><p>However, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>&#39;s 7.0% jump gave the S&amp;P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.</p><p>Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.</p><p>Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Rallies, Capping Frenetic Week with Best Day of the Year</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 Rallies, Capping Frenetic Week with Best Day of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 05:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4559":"巴菲特持仓","BK4504":"桥水持仓","BK4527":"明星科技股","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4507":"流媒体概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","SPY":"标普500ETF","BK4554":"元宇宙及AR概念","BK4501":"段永平概念","BK4505":"高瓴资本持仓","BK4553":"喜马拉雅资本持仓","BK4170":"电脑硬件、储存设备及电脑周边","AAPL":"苹果","BK4534":"瑞士信贷持仓"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-rallies-215402155.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207811808","content_text":"(Reuters) - Wall Street surged on Friday, notching its best day so far in 2022 after another zigzag session, ending a tumultuous week marked by mixed corporate earnings, geopolitical turmoil and an increasingly aggressive Federal Reserve.All three major U.S. stock indexes began the day in the red, but turned increasingly green as the session progressed, with tech shares doing the heaviest lifting.The S&P 500 and the Dow posted gains from last Friday's close, but the Nasdaq was essentially flat on the week, capping five days of topsy-turvy trading.Still, the bar for \"best daily gains of the year\" was rather low. Even with Friday's jump, the S&P 500 is down 7% so far in 2022, with the Nasdaq and the Dow suffering respective drops of 12% and 4.4% over the same time period.\"Investors are trying to adjust to the impact of this higher rate cycle,\" said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. \"For some of them, stocks still remain more attractive than bonds in a rising rate environment, and they have been fishing around for where a bottom might be.\"\"You're seeing bargain-hunting in a number of stocks, particularly in the Nasdaq,\" Meckler added.Economic data released on Friday showed a drop in consumer spending coupled with the lowest consumer sentiment reading in a decade, and year-on-year Core PCE prices - the Federal Reserve's preferred inflation yardstick - came in at 4.9%, slightly hotter than expected.The graphic below shows how far core PCE and other major indicators have risen above the Fed's average annual 2% target.The Fed made it clear at the conclusion of its monetary policy meeting on Wednesday that they intend to take off their gloves and combat stubbornly persistent inflation by hiking key interest rates more aggressively than many market participants expected.The Dow Jones Industrial Average rose 564.69 points, or 1.65%, to 34,725.47, the S&P 500 gained 105.34 points, or 2.43%, to 4,431.85 and the Nasdaq Composite added 417.79 points, or 3.13%, to 13,770.57.Among the 11 major sectors of the S&P 500, all but energy ended green. Tech stocks were the clear winners, gaining 4.3%, the biggest one-day jump for the sector since April 6, 2020.Fourth-quarter reporting season was firing on all cylinders, with 168 of the companies in the S&P 500 having reported. Of those, 77% have delivered consensus-beating results, according to Refinitiv data.But investors have been increasingly focused on guidance, and the extent to which companies expect ongoing global supply challenges to affect their bottom line going forward.\"As we move into 2022, and as Omicron peaks and the weather improves, I expect supply-chain pressures to ease,\" Said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. \"(They) will probably peak sometime this quarter, and ease throughout the year.\"Data storage equipment maker Western Digital cited supply-chain headwinds after it reported lower than expected revenue and provided a disappointing forecast, sending its shares sliding 7.3%.Caterpillar Inc fell 5.2% following the equipment maker's warning that higher production and labor costs will pressure its profit margin.Chevron Corp dropped 3.5% on downbeat fourth-quarter profit.However, Apple's 7.0% jump gave the S&P 500 and the Nasdaq their biggest boost, the day after the company posted  record iPhone sales in the holiday quarter.Visa Inc surged 10.6% following its quarterly earnings beat driven by increased spending on international travel and e-commerce.Advancing issues outnumbered declining ones on the NYSE by a 1.83-to-1 ratio; on Nasdaq, a 1.92-to-1 ratio favored advancers.The S&P 500 posted 5 new 52-week highs and 24 new lows; the Nasdaq Composite recorded 16 new highs and 753 new lows.Volume on U.S. exchanges was 12.80 billion shares, compared with the 12.10 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098218053,"gmtCreate":1644138697913,"gmtModify":1676533893842,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"opportunity to buy and hold now&nbsp;[Happy]&nbsp;","listText":"opportunity to buy and hold now&nbsp;[Happy]&nbsp;","text":"opportunity to buy and hold now [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098218053","repostId":"1191168289","repostType":4,"repost":{"id":"1191168289","pubTimestamp":1644117026,"share":"https://ttm.financial/m/news/1191168289?lang=&edition=fundamental","pubTime":"2022-02-06 11:10","market":"us","language":"en","title":"Airbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash","url":"https://stock-news.laohu8.com/highlight/detail?id=1191168289","media":"Seeking Alpha","summary":"SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up deman","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>At one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.</li><li>Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net margins.</li><li>The company has $7.9 billion of cash on its balance sheet, making up 8% of the market cap.</li><li>I rate the stock a buy based on prospects for strong financials as travelers outstrip lodging supply.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3514f07cf8a34c9082c368af602ddbe\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>brizmaker/iStock via Getty Images</span></p><p>Airbnb (ABNB) has been an unexpected COVID winner. The company initially suffered its share of struggles including having to issue debt at double-digit interest rates just to make it through the initial months of the pandemic. Yet since then, ABNB has seen a strong recovery in its underlying business and has even been able to tease its ultimate margin potential. The recent volatility in tech stocks has led to a pullback in ABNB stock, providing for an attractive entry point. I rate the stock a buy for long term investors.</p><p><b>Airbnb Stock Price</b></p><p>ABNB came public in late 2020, pricing its stock at $68 per share but ultimately closing just under $145 per share. After the recent slide, the stock is now priced at more or less the same level.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e374f5c1ec845b0f673b379c39a535f\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>YCharts</span></p><p><b>Airbnb Earnings</b></p><p>ABNB’s latest earnings report showed a continued rebound from pandemic lows, as revenues grew 67% year over year and 36% over 2019 levels.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9678a7e20013c53f54e8f17f65639953\" tg-width=\"1280\" tg-height=\"483\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>As we can see below, nights booked remained 7% lower than the third quarter of 2019, but the higher pricing more than made up for it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63f127313c086f650a41c2515be7428b\" tg-width=\"1280\" tg-height=\"610\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>While there has been much coverage of the potential for higher oil prices, one must wonder just how strong ABNB’s business will be over the next several years as consumers start traveling again. I expect the strong pricing to continue at least in the near term as demand may far exceed supply for quite some time.</p><p>The biggest surprise has been in profitability. ABNB generated an impressive 49% adjusted EBITDA margin in the quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936f4d2f4f12fcb35c983693a7078989\" tg-width=\"1280\" tg-height=\"476\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>Because ABNB is a tech platform company, it does not have much in terms of capital expenditure spend - making adjusted EBITDA a close proxy for free cash flow. Don’t like non-GAAP numbers? ABNB generated $834 million in GAAP net income, good for a 37% net margin.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b6234300316584c168a1f2d7520e4d4e\" tg-width=\"1280\" tg-height=\"463\" width=\"100%\" height=\"auto\"/><span>Airbnb 2021 Q3 Shareholder Letter</span></p><p>I wouldn’t count on the strong margins to persist for too long, as I expect the company to reinvest the profits in favor of growing market share. Nonetheless, the company has guided for the next quarter to see continued margin surprise. Further, my outlook may prove too conservative as traveling activity may pick up over the coming years as the public feels safe enough to travel again. I, for one, am dying to travel again.</p><p><b>Is Airbnb Stock A Buy, Sell, or Hold?</b></p><p>If we were to only look at consensus earnings estimates, the stock might not look so cheap. We can see that ABNB trades just under 14x 2030e earnings.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da1ab65d4f4ef1cfbd339ea899f157ba\" tg-width=\"1280\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Based on the projected 18% exit growth rate, I could see ABNB trading at a 1.5x price to earnings growth ratio (‘PEG ratio’), or around 27x earnings. That suggests only 100% upside over the next nine years, for annualized returns of 8%. ABNB’s strong margin profile does arguably warrant a higher multiple, but 8% returns aren’t going to cut it in the current environment. The key is to understand that the 2030 estimate for earnings represents only a 26% net margin relative to the 2030 estimate for revenues.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aef8057939ac77f0d4ca5ed82b19b527\" tg-width=\"1280\" tg-height=\"462\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Considering the company just generated 37% net margins in the latest quarter, consensus earnings estimates appear to be too conservative.</p><p>ABNB has $7.9 billion of cash &amp; equivalents on its balance sheet - making up over 8% of the current market cap. It also has $2 billion of 2026 convertible notes which have a conversion price of $360.80 per share (net of capped calls). I expect ABNB to eventually earn 50% net margins in the long term. Again using a 1.5x PEG ratio, I could see ABNB trading at 11x sales in 2030. That represents 13% annual returns, which may be a satisfactory value proposition considering the lower risk profile of the business. I see the growth persisting due to the company taking market share in the hospitality business, as well as making inroads in the long term rental business and, eventually taking market share from the “normal” hotel business as well. The main risk to the thesis involves competition from the likes of Expedia (EXPE) and Booking (BKNG), and more importantly, Alphabet (GOOGL). ABNB has historically spent far less than EXPE and BKNG on sales &amp; marketing, perhaps due to its brand loyalty. Investors should keep a close watch on that metric because the high profit margins are critical in justifying the current valuation. Largely due to the prospects of elevated revenues and earnings over the next several years, I rate the stock a buy as the valuation offers attractive upside over the long term.</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>Airbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash</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\">\nAirbnb: 67% Growth, 49% Margins, 8% Of Market Cap Is Cash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-06 11:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net ...</p>\n\n<a href=\"https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎"},"source_url":"https://seekingalpha.com/article/4484542-airbnb-67-percent-growth-49-percent-margins-8-percent-of-market-cap-is-cash","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191168289","content_text":"SummaryAt one point Airbnb was a victim of the pandemic. It now stands to benefit from pent-up demand.Airbnb has seen a complete recovery over pre-pandemic levels and recently generated 37% GAAP net margins.The company has $7.9 billion of cash on its balance sheet, making up 8% of the market cap.I rate the stock a buy based on prospects for strong financials as travelers outstrip lodging supply.brizmaker/iStock via Getty ImagesAirbnb (ABNB) has been an unexpected COVID winner. The company initially suffered its share of struggles including having to issue debt at double-digit interest rates just to make it through the initial months of the pandemic. Yet since then, ABNB has seen a strong recovery in its underlying business and has even been able to tease its ultimate margin potential. The recent volatility in tech stocks has led to a pullback in ABNB stock, providing for an attractive entry point. I rate the stock a buy for long term investors.Airbnb Stock PriceABNB came public in late 2020, pricing its stock at $68 per share but ultimately closing just under $145 per share. After the recent slide, the stock is now priced at more or less the same level.YChartsAirbnb EarningsABNB’s latest earnings report showed a continued rebound from pandemic lows, as revenues grew 67% year over year and 36% over 2019 levels.Airbnb 2021 Q3 Shareholder LetterAs we can see below, nights booked remained 7% lower than the third quarter of 2019, but the higher pricing more than made up for it.Airbnb 2021 Q3 Shareholder LetterWhile there has been much coverage of the potential for higher oil prices, one must wonder just how strong ABNB’s business will be over the next several years as consumers start traveling again. I expect the strong pricing to continue at least in the near term as demand may far exceed supply for quite some time.The biggest surprise has been in profitability. ABNB generated an impressive 49% adjusted EBITDA margin in the quarter.Airbnb 2021 Q3 Shareholder LetterBecause ABNB is a tech platform company, it does not have much in terms of capital expenditure spend - making adjusted EBITDA a close proxy for free cash flow. Don’t like non-GAAP numbers? ABNB generated $834 million in GAAP net income, good for a 37% net margin.Airbnb 2021 Q3 Shareholder LetterI wouldn’t count on the strong margins to persist for too long, as I expect the company to reinvest the profits in favor of growing market share. Nonetheless, the company has guided for the next quarter to see continued margin surprise. Further, my outlook may prove too conservative as traveling activity may pick up over the coming years as the public feels safe enough to travel again. I, for one, am dying to travel again.Is Airbnb Stock A Buy, Sell, or Hold?If we were to only look at consensus earnings estimates, the stock might not look so cheap. We can see that ABNB trades just under 14x 2030e earnings.Seeking AlphaBased on the projected 18% exit growth rate, I could see ABNB trading at a 1.5x price to earnings growth ratio (‘PEG ratio’), or around 27x earnings. That suggests only 100% upside over the next nine years, for annualized returns of 8%. ABNB’s strong margin profile does arguably warrant a higher multiple, but 8% returns aren’t going to cut it in the current environment. The key is to understand that the 2030 estimate for earnings represents only a 26% net margin relative to the 2030 estimate for revenues.Seeking AlphaConsidering the company just generated 37% net margins in the latest quarter, consensus earnings estimates appear to be too conservative.ABNB has $7.9 billion of cash & equivalents on its balance sheet - making up over 8% of the current market cap. It also has $2 billion of 2026 convertible notes which have a conversion price of $360.80 per share (net of capped calls). I expect ABNB to eventually earn 50% net margins in the long term. Again using a 1.5x PEG ratio, I could see ABNB trading at 11x sales in 2030. That represents 13% annual returns, which may be a satisfactory value proposition considering the lower risk profile of the business. I see the growth persisting due to the company taking market share in the hospitality business, as well as making inroads in the long term rental business and, eventually taking market share from the “normal” hotel business as well. The main risk to the thesis involves competition from the likes of Expedia (EXPE) and Booking (BKNG), and more importantly, Alphabet (GOOGL). ABNB has historically spent far less than EXPE and BKNG on sales & marketing, perhaps due to its brand loyalty. Investors should keep a close watch on that metric because the high profit margins are critical in justifying the current valuation. Largely due to the prospects of elevated revenues and earnings over the next several years, I rate the stock a buy as the valuation offers attractive upside over the long term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9094190340,"gmtCreate":1645072909117,"gmtModify":1676533994558,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"to buy or hold on..,,","listText":"to buy or hold on..,,","text":"to buy or hold on..,,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094190340","repostId":"1196763919","repostType":4,"repost":{"id":"1196763919","pubTimestamp":1645065569,"share":"https://ttm.financial/m/news/1196763919?lang=&edition=fundamental","pubTime":"2022-02-17 10:39","market":"us","language":"en","title":"Palantir: The Moment Of Truth","url":"https://stock-news.laohu8.com/highlight/detail?id=1196763919","media":"Seeking Alpha","summary":"SummaryPalantir is scheduled to report its Q4 results before markets open on Thursday.Its total reve","content":"<html><head></head><body><p>Summary</p><ul><li>Palantir is scheduled to report its Q4 results before markets open on Thursday.</li><li>Its total revenue is likely to come in at $419 million for the period.</li><li>Palantir&#39;s government revenue could remain muted.</li><li>Other than revenue, investors may want to keep a close eye on the company&#39;s customer count, remaining deal value and its management&#39;s outlook for FY22.</li></ul><p>All eyes will be on Palantir (PLTR) when it reports its Q4 results tomorrow before markets open. Investors would be curious to see if the company can post a significant enough revenue beat to stabilize its tanking share price and possibly also trigger a rally. But in addition to just tracking its headline revenue figure, investors may also want to monitor its customer count, deal value, segment financials and its management’s outlook for FY22. These items will better highlight Palantir’s state of operations and are likely to influence where its shares head next in coming weeks. Let’s take a closer look at it all.</p><p><b>Operating Metrics</b></p><p>Bears routinely argue that Palantir is a consulting business instead of a technology business. Its sales personnel have to pitch their platform to enterprises and government agencies in order to win contracts. Then, its team of engineers has to sometimes, if not always, intervene in order to set up dashboards for their new customers. So, it’s understandable why many investors are skeptical about Palantir’s ability to scale. Fortunately, for Palantir&#39;s shareholders at least, the company discloses two operating metrics that reveal if it&#39;s scalability is at risk or if things are going smoothly.</p><p>First method involves tracking Palantir’s total number of customers in its Q4 earnings report. If its customer onboarding process is starting to get bottlenecked due to human intervention, or if its target market is saturating, then Palantir’s customer count figure might as well plateau going forward. Any slowdown in growth here would point to operational difficulties in onboarding new customers and possibly also a subsequent financial slowdown. Conversely, a rapid increase in Palantir’s customer count would indicate that the company is still growing its business footprint with relative ease and it would also quash scalability-related concerns along the way.</p><p><img src=\"https://static.tigerbbs.com/0b8bf667cc8d52a57100d5a577a3773c\" tg-width=\"640\" tg-height=\"513\" width=\"100%\" height=\"auto\"/></p><p>Secondly, investors may also want to monitor Palantir’s remaining deal value figure. It highlights the residual value of all the contracts booked with Palantir, that are yet to be delivered, from which revenue is yet to be recognized. It’s similar to the order backlog metric that engineering firms report but it’s prone to customer cancellations due to far lower contract termination fees. Generally speaking, a growing remaining deal value figure indicates a growing project pipeline that can potentially drive Palantir’s revenue in the years to come.</p><p><img src=\"https://static.tigerbbs.com/97f0a6cf7e7d598536bcd580220bea43\" tg-width=\"640\" tg-height=\"518\" width=\"100%\" height=\"auto\"/></p><p>Very few investors might know this but Palantir has significantly expanded its sales team over the last four quarters. With this heightened focus on direct sales now, the company is likely to have bagged new customers and contracts during the quarter. This means its customer count figure as well as its remaining deal value of contracts, are well poised to further increase sequentially in the company’s upcoming Q4 earnings report.</p><p><img src=\"https://static.tigerbbs.com/c72a2922e7f293e89fdcfa96680d5ab1\" tg-width=\"536\" tg-height=\"109\" width=\"100%\" height=\"auto\"/><b>Bifurcated Financials</b></p><p>Moving on, Palantir classifies its revenue under two reporting segments namely, government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the past few quarters and it accounted for about 45% of the company’s total revenue last quarter. Now that most of the major markets across the world have eased their travel restrictions, Palantir’s expanded sales team would have been able to travel more freely during the quarter and bag new orders. So, I’m expecting its commercial segment to post a low-double-digit (~12%) revenue growth on a sequential basis, with the actual figure coming in around $195 million for Q4.</p><p><img src=\"https://static.tigerbbs.com/29c6dcf4a5c1ce28f4f355f50f958783\" tg-width=\"640\" tg-height=\"550\" width=\"100%\" height=\"auto\"/></p><p>On the other hand, I expect Palantir’s government segment to post lackluster results in Q4. The company won very few contracts from the US government during quarter which is bound to put a pressure on this revenue stream. Palantir would have had to strike more deals with international governments agencies in order to offset and mitigate the recent decline of new orders from the US government, but that’s easier said than done. So, I’m expecting its government revenue to, at best, grow at low-single digits (~3%) in Q4, with the figure amounting to around $224 million.</p><p><img src=\"https://static.tigerbbs.com/b14bd1751a6ff3bf9fdd1c3cfe9f1ee7\" tg-width=\"640\" tg-height=\"452\" width=\"100%\" height=\"auto\"/></p><p>Overall, I’m estimating Palantir’s revenue to amount to $419 million during Q4 FY21. This would mark a growth of approximately 30% on a year over year basis, and 7% sequentially. Coincidentally, my revenue estimate happens to be in the vicinity of the Street’s revenue estimates for Palantir’s Q4, which are averaging around$417 million<b>.</b></p><p>Having said that, investors should also pay close attention to Palantir management’s revenue outlook for FY22. They had issued a rather conservative revenue growth outlook for FY21 in last year’s Q4, which eventually caused a selloff in its share for the majority of the past year. But now that Palantir’s number of customers has increased 46% since Q4 FY20, its management should be in a better position to issue a higher revenue growth forecast for FY22.</p><p>Also, there has been a marked deceleration in new order wins from US government during Q4, as evident in the chart above. So, investors should listen in on Palantir management&#39;s comments on how they plan on navigating through this situation. Specifically, do they think that this is a one-time drop, that&#39;s mired by delays in awarding the contracts, or if this the new normal? If it’s the latter, then what is Palantir management’s strategy to offset the potentially declining government business?</p><p><b>Investors Takeaway</b></p><p>Palantir’s shares have corrected by more than 40% over the last 6 months alone and they’re attractively valued at current levels. In contrast, other rapidly growing companies operating in the software infrastructure space are trading at significantly higher price-to-sales multiples. So, investors with a long-term time horizon may want to consider adding Palantir’s shares while they’re still discounted.</p><p><img src=\"https://static.tigerbbs.com/0a3a468cef71239587678d0c0375a279\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/></p><p>As far as its Q4 earnings report is concerned, investors should closely monitor Palantir&#39;s customer count, its remaining deal value, segment financials and its management’s outlook for FY22. These items stand to better highlight Palantir’s state of operations and the longevity of its growth momentum. I remain bullish on the stock due to its attractive valuations and a host of growth-related initiatives (as outlined here,here and here). Good Luck!</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir: The Moment Of Truth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: The Moment Of Truth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-17 10:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4487371-palantir-q4-earnings-preview-moment-of-truth><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir is scheduled to report its Q4 results before markets open on Thursday.Its total revenue is likely to come in at $419 million for the period.Palantir's government revenue could remain ...</p>\n\n<a href=\"https://seekingalpha.com/article/4487371-palantir-q4-earnings-preview-moment-of-truth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4487371-palantir-q4-earnings-preview-moment-of-truth","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196763919","content_text":"SummaryPalantir is scheduled to report its Q4 results before markets open on Thursday.Its total revenue is likely to come in at $419 million for the period.Palantir's government revenue could remain muted.Other than revenue, investors may want to keep a close eye on the company's customer count, remaining deal value and its management's outlook for FY22.All eyes will be on Palantir (PLTR) when it reports its Q4 results tomorrow before markets open. Investors would be curious to see if the company can post a significant enough revenue beat to stabilize its tanking share price and possibly also trigger a rally. But in addition to just tracking its headline revenue figure, investors may also want to monitor its customer count, deal value, segment financials and its management’s outlook for FY22. These items will better highlight Palantir’s state of operations and are likely to influence where its shares head next in coming weeks. Let’s take a closer look at it all.Operating MetricsBears routinely argue that Palantir is a consulting business instead of a technology business. Its sales personnel have to pitch their platform to enterprises and government agencies in order to win contracts. Then, its team of engineers has to sometimes, if not always, intervene in order to set up dashboards for their new customers. So, it’s understandable why many investors are skeptical about Palantir’s ability to scale. Fortunately, for Palantir's shareholders at least, the company discloses two operating metrics that reveal if it's scalability is at risk or if things are going smoothly.First method involves tracking Palantir’s total number of customers in its Q4 earnings report. If its customer onboarding process is starting to get bottlenecked due to human intervention, or if its target market is saturating, then Palantir’s customer count figure might as well plateau going forward. Any slowdown in growth here would point to operational difficulties in onboarding new customers and possibly also a subsequent financial slowdown. Conversely, a rapid increase in Palantir’s customer count would indicate that the company is still growing its business footprint with relative ease and it would also quash scalability-related concerns along the way.Secondly, investors may also want to monitor Palantir’s remaining deal value figure. It highlights the residual value of all the contracts booked with Palantir, that are yet to be delivered, from which revenue is yet to be recognized. It’s similar to the order backlog metric that engineering firms report but it’s prone to customer cancellations due to far lower contract termination fees. Generally speaking, a growing remaining deal value figure indicates a growing project pipeline that can potentially drive Palantir’s revenue in the years to come.Very few investors might know this but Palantir has significantly expanded its sales team over the last four quarters. With this heightened focus on direct sales now, the company is likely to have bagged new customers and contracts during the quarter. This means its customer count figure as well as its remaining deal value of contracts, are well poised to further increase sequentially in the company’s upcoming Q4 earnings report.Bifurcated FinancialsMoving on, Palantir classifies its revenue under two reporting segments namely, government and commercial segments. Its commercial revenue stream has grown at a rapid rate over the past few quarters and it accounted for about 45% of the company’s total revenue last quarter. Now that most of the major markets across the world have eased their travel restrictions, Palantir’s expanded sales team would have been able to travel more freely during the quarter and bag new orders. So, I’m expecting its commercial segment to post a low-double-digit (~12%) revenue growth on a sequential basis, with the actual figure coming in around $195 million for Q4.On the other hand, I expect Palantir’s government segment to post lackluster results in Q4. The company won very few contracts from the US government during quarter which is bound to put a pressure on this revenue stream. Palantir would have had to strike more deals with international governments agencies in order to offset and mitigate the recent decline of new orders from the US government, but that’s easier said than done. So, I’m expecting its government revenue to, at best, grow at low-single digits (~3%) in Q4, with the figure amounting to around $224 million.Overall, I’m estimating Palantir’s revenue to amount to $419 million during Q4 FY21. This would mark a growth of approximately 30% on a year over year basis, and 7% sequentially. Coincidentally, my revenue estimate happens to be in the vicinity of the Street’s revenue estimates for Palantir’s Q4, which are averaging around$417 million.Having said that, investors should also pay close attention to Palantir management’s revenue outlook for FY22. They had issued a rather conservative revenue growth outlook for FY21 in last year’s Q4, which eventually caused a selloff in its share for the majority of the past year. But now that Palantir’s number of customers has increased 46% since Q4 FY20, its management should be in a better position to issue a higher revenue growth forecast for FY22.Also, there has been a marked deceleration in new order wins from US government during Q4, as evident in the chart above. So, investors should listen in on Palantir management's comments on how they plan on navigating through this situation. Specifically, do they think that this is a one-time drop, that's mired by delays in awarding the contracts, or if this the new normal? If it’s the latter, then what is Palantir management’s strategy to offset the potentially declining government business?Investors TakeawayPalantir’s shares have corrected by more than 40% over the last 6 months alone and they’re attractively valued at current levels. In contrast, other rapidly growing companies operating in the software infrastructure space are trading at significantly higher price-to-sales multiples. So, investors with a long-term time horizon may want to consider adding Palantir’s shares while they’re still discounted.As far as its Q4 earnings report is concerned, investors should closely monitor Palantir's customer count, its remaining deal value, segment financials and its management’s outlook for FY22. These items stand to better highlight Palantir’s state of operations and the longevity of its growth momentum. I remain bullish on the stock due to its attractive valuations and a host of growth-related initiatives (as outlined here,here and here). Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096713823,"gmtCreate":1644459274384,"gmtModify":1676533929567,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"to buy before or after the split? still thinking&nbsp;","listText":"to buy before or after the split? still thinking&nbsp;","text":"to buy before or after the split? still thinking","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096713823","repostId":"2210667553","repostType":4,"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099279767,"gmtCreate":1643377156979,"gmtModify":1676533813010,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your due diligent before buying","listText":"do your due diligent before buying","text":"do your due diligent before buying","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099279767","repostId":"1133806987","repostType":4,"repost":{"id":"1133806987","pubTimestamp":1643374080,"share":"https://ttm.financial/m/news/1133806987?lang=&edition=fundamental","pubTime":"2022-01-28 20:48","market":"us","language":"en","title":"10 Best Stocks to Buy for Your Income-Generating Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1133806987","media":"InvestorPlace","summary":"With the Federal Reserve expected to start raising interest rates in March, some investors feel that","content":"<html><head></head><body><p>With the Federal Reserve expected to start raising interest rates in March, some investors feel that this will make it more difficult to find winning stocks to buy. However, the idea that interest rates move markets is debatable.</p><p>As rates rise, it’s possible that income-concerned investors will be less incentivized to buy dividend-paying stocks, opting to put some funds in short-term fixed-income securities or even covered-call exchange-traded funds, such as the <b>Global X NASDAQ 100 Covered Call ETF</b>(NASDAQ:<b><u>QYLD</u></b>), which writes call options on the <b>Nasdaq-100 Index</b>.</p><p>In March 2020, I put together a list of10 stock recommendations for income-generating portfolios. Three months later, I did a revised version.</p><p>The stocks chosen were part of an income ladder, rising from a 1% yield (1.41%) for <b>Brookfield Asset Management</b>(NYSE:<b><u>BAM</u></b>) to a much-riskier 16.49% yield for <b>Icahn Enterprises</b>(NASDAQ:<b><u>IEP</u></b>), billionaire Carl Icahn’s holding company. Both have delivered decent gains over the past 19 months.</p><p>I thought it might be time to repeat my exercise of selecting 10 stocks yielding at or around 1%, 2%, 3%, all the way to 10% or beyond.</p><ul><li><b>American Express</b>(NYSE:<b><u>AXP</u></b>)</li><li><b>Diageo</b>(NYSE:<b><u>DEO</u></b>)</li><li><b>Pfizer</b>(NYSE:<b><u>PFE</u></b>)</li><li><b>BP</b>(NYSE:<b><u>BP</u></b>)</li><li><b>Store Capital</b>(NYSE:<b><u>STOR</u></b>)</li><li><b>Camping World Holdings</b>(NYSE:<b><u>CWH</u></b>)</li><li><b>British American Tobacco</b>(NYSE:<b><u>BTI</u></b>)</li><li><b>Golub Capital BDC</b>(NASDAQ:<b><u>GBDC</u></b>)</li><li><b>Rio Tinto</b>(NYSE:<b><u>RIO</u></b>)</li><li><b>Artisan Partners Asset Management</b>(NYSE:<b><u>APAM</u></b>)</li></ul><p>The goal here is to generate a nice combination of income and capital gains from dividend-paying stocks over the long haul.</p><p>Stocks to Buy: American Express (AXP)</p><p><b>Market Capitalization:</b>$135.8 billion</p><p><b>Dividend Yield:</b>1.2%</p><p>Financial services giant American Express reported Fourth-quarter results on Jan. 25. They were off-the-chart good with full-year revenue net of interest expense growing 17% year-over-year to $42.4 billion from $36.1 billion a year earlier. On the bottom line, net income jumped 161% higher to $8.1 billion versus $3.1 billion a year earlier.</p><p>The company sees revenue growth of 19% at the midpoint of its guidance in 2022, with earnings per share of $9.45. Longer-term, it expects to grow revenues and profits by 10% and 15%, respectively.</p><p>Most importantly, from an income perspective, AMEX will increase its quarterly dividend by 21% from 43 cents to 52 cents. The annual rate of $2.08 yields a reasonable 1.2%.</p><p>After the results were released, Bank of America analyst Mihir Bhatiaupgraded AXP stock to “buy” from “neutral.”  In a note to clients, the analyst wrote:</p><blockquote>The investments AXP has been making through the pandemic, in both card-member retention and acquisitions, are starting to yield results that should drive faster top-line growth and operating leverage in the near-to-medium term,<i>MarketWatch</i> reported.</blockquote><p>Diageo (DEO)</p><p><b>Market Capitalization:</b>$113.4 billion</p><p><b>Dividend Yield:</b>2.0%</p><p>Hot off the presses, Diageo reported its first-half sales on Jan. 27. Revenue rose 16% to GBP 8.0 billion ($10.7 billion) from GBP 6.9 billion ($9.2 billion) a year earlier. Further down the income statement, the liquor giant had an operating profit excluding exceptional items of GBP 2.74 billion ($3.66 billion), up 21.2% from GBP 2.26 billion ($3.02) a year earlier.</p><p>During the pandemic, the maker of Johnnie Walker scotch, Tanqueray gin, Captain Morgan rum and many other famous brands said consumers stocked up the home bar, leading to solid growth. Now that things are reopening, it’s time for bars and restaurants to step up their orders.</p><p>The pandemic proved that in good times or bad, people are still going to have a drink. This makes Diageo not only a decent income generator but also a nice defensive stock in volatile times.</p><p>Stocks to Buy: Pfizer (PFE)</p><p><b>Market Capitalization:</b>$297.5 billion</p><p><b>Dividend Yield:</b>3.0%</p><p>There is no question that Covid-19 has been a godsend for pharmaceutical giant Pfizer. The company expects to generate$36 billion in revenue in fiscal 2021. In the third quarter ended Oct. 3, 2021, its vaccine revenue accounted for 60% of its sales.</p><p>For all of 2021, vaccines will account for approximately 44% of its $81.5 billion in projected revenue. In 2022, vaccine revenue is expected to moderate, hitting $29 billion for the fiscal year. That’s still a significant sum.</p><p>In a rare disappointment, Pfizer’s treatment for pediatric growth hormone deficiency, developed in partnership with <b>Opko Health</b>(NASDAQ:<b><u>OPK</u></b>), was recently rejected by the U.S. Food and Drug Administration (FDA). Already approved in several countries, including Canada, the FDA’s rejection took the company by surprise. However, it is working with the agency to see how it can get the treatment’s ultimate approval.</p><p>If you think Pfizer is only a vaccine maker, think again.<b>Scotia Wealth</b> portfolio manager Stan Wong recently discussed the company’s strengths with the <i>Cantech Letter.</i>“I like Pfizer not because of the COVID-19 vaccines and antiviral drugs but their pipeline is really rapidly improving with several recent drug launches that have been very successful,”<i>Cantech Letter</i> reported. He said their cardiovascular drug seems to be very promising, expecting it to add to revenue and earnings going forward “in a major way.”</p><p>BP (BP)</p><p><b>Market Capitalization:</b>$103.4 billion</p><p><b>Dividend Yield:</b>4.1%</p><p>I’ve never been a fan of companies that peddle fossil fuels. I don’t like what they’re doing to the environment. However, until the world can fully transition to energy sources that don’t require fossil fuels, we are stuck with BP and its ilk.</p><p>Energy stocks haven’t done too well in recent years, another reason to avoid them, but there’s no question that they’re firing on all cylinders heading into 2022. Revenues are up. Profits are up. Life is good.</p><p>Of the big oil companies, I’m leaning toward BP stock because of the company’s realistic view of the energy sector’s future. It’s not in oil; let’s put it that way.</p><p>In September 2021,<i>Reuters</i> reported on BP CEO Bernard Looney’s plans to transition its business to renewable energy:</p><p>“He aims to slash BP’s output by 40%, or about 1 million barrels per day, an amount equal to the UK’s entire daily output in 2019. At the same time, BP would boost its capacity to generate electricity from renewable sources to 50 gigawatts, a 20-fold increase and equivalent to the power produced by 50 U.S. nuclear plants,”<i>Reuters</i> reported.</p><p>By investing in BP stock, you get to be on the right side of climate change, while making 4% on your money. What’s not to like?</p><p>Stocks to Buy: Store Capital (STOR)</p><p><b>Market Capitalization:</b>$8.3 billion</p><p><b>Dividend Yield:</b>5.0%</p><p>This real estate investment trust (REIT) is probably best known because <b>Berkshire Hathaway</b>(NYSE:<b><u>BRK.A</u></b>, NYSE:<b><u>BRK.B</u></b>) is one of Store Capital’s largest shareholders at 9.04%. Only two other institutions own more. However, don’t get too excited. Warren Buffett’s stake in the REIT accounts for just0.2%of the holding company’s $336 billion equity securities portfolio.</p><p>If you’re not familiar with Store Capital, it owns and manages single-tenant operational real estate. Its 2,788 properties are spread over 49 states, involving538 companies. Its occupancy rate is a high 99.4%.</p><p>The REIT’s Q3 2021 presentation points out that its target market is almost 215,000 companies. It’s dealing with the cream of the crop. This allows it to be selective in who it does business with.</p><p>Camping World, one of the names on my list, is one of its top 10 customers. The top 10 accounts for 18.7% of the total base rent and 13.6% of the total properties.</p><p>Over the past six years, it’s grown its adjusted funds from operations by 5.1% per annum. That’s led to a 6.8% annual increase in its dividend.</p><p>STOR stock is not sexy but its business model works.</p><p>Camping World Holdings (CWH)</p><p><b>Market Capitalization:</b>$2.8 billion</p><p><b>Dividend Yield:</b>6.1%</p><p>On Jan. 24, Camping Worldannouncedan increase in its share repurchase program. The largest retailer of recreational vehicles (RVs) in the U.S. originally approved a $225 million buyback in October 2020.</p><p>It’s bought back approximately $177 million of that. The announcement provides an additional $152.7 million to its repurchase program. It now has roughly $200 million outstanding.</p><p>How’s it done repurchasing its shares? In the first nine months of 2021, it bought back$86.8 million of its stock at an average price of $39.30. Based on its current share price, it’s underwater by 17% on those purchases.</p><p>Typically, I’m against share repurchases because companies aren’t very good at knowing when their share prices are cheap. I believe that CWH stock is severely undervalued, so I’ll make an exception. It trades at 0.22x sales, the lowest multiple since 2018.</p><p>The company reported record revenue in the third quarter ended Sep. 30, 2021, up 14.2% to $2.97 billion. Its gross margin increased 431 basis points to 36.1%, and its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) jumped 32.7% to $288.0 million.</p><p>As a result, it upped its 2021 full-year adjusted EBITDA guidance to $922.5 million at the midpoint of its guidance, from $850 million previously.</p><p>I expect RVing to stay hot in 2022.</p><p>Stocks to Buy: British American Tobacco (BTI)</p><p><b>Market Capitalization:</b>$97.6 billion</p><p><b>Dividend Yield:</b>7.0%</p><p>When you’re putting together one of these income ladders, it’s nice to know you’ve always got a tobacco company in your back pocket to score you some income. Companies like British American Tobacco are virtual printing presses, even today.</p><p>As its investor relations page states, the company is transforming its business, so the impact on society from its products is lower. That means new products that are healthier for consumers but still provide growth.</p><p>As part of its focus on reducing the harm it inflicts on customers with its cigarettes, in 2019, BAT moved to simplify its non-combustible products by creating three global brands: Vuse vapor products, Velo oral products, and Glo tobacco heating products.</p><p>BAT invested more than $4 billion in developing these products. Its goal is to generate GBP 5 billion ($6.7 billion) from its New Categories segment by 2025. Through the first nine months of 2021, it added 3.6 million consumers of its non-combustible products, more than in the entire 2020.</p><p>The plan is working.</p><p>Add in investments made by tomorrow Ventures, the company’s venture capital arm, along with its 19.9% investment and partnership with Canada’s<b>OrganiGram</b>(NASDAQ:<b><u>OGI</u></b>), and you’ve got the makings of an entirely new business.</p><p>Golub Capital BDC (GBDC)</p><p><b>Market Capitalization:</b>$2.6 billion</p><p><b>Dividend Yield:</b>7.7%</p><p>Golub Capital BDC is a business development company. This means that it is required to distribute at least90%of its profits to shareholders to remain in compliance with Section 54 of the Investment Company Act of 1940.</p><p>It lends its capital to middle-market businesses, defined as having$100 million in annual EBITDA or less. It usually invests between $10 million and $75 million per company. It can go beyond $75 million in certain circumstances.</p><p>It’s been a good year for Golub Capital. The BDC’s total investments at fair value increased by 15% to $4.9 billion. That’s due to record loan originations in three out of four quarters in 2021. Its top three industries by weight are software (22%), healthcare providers (11%), and a tie between IT services (6%) and specialty retail (6%).</p><p>The company increased its quarterly distribution by a penny, with the December 2021 payment to30 cents. Its annual payment of $1.20 yields 7.7%.</p><p>Stocks to Buy: Rio Tinto (RIO)</p><p><b>Market Capitalization:</b>$122.5 billion</p><p><b>Dividend Yield:</b>9.3%</p><p>Although Rio Tinto’s history dates back to1873when a British-European investor group bought the Rio Tinto mines in Spain, the modern-day company got rolling when it merged with Australia’s CRA Limited to form one of the world’s largest mining companies.</p><p>Rio Tinto mines and produces iron ore, aluminum, copper, lithium, diamonds, and more.</p><p>In November 2021, the company became the sole owner of the Diavik Diamond Mine in Canada’s Northwest Territories after buying the remaining 40% from Dominion Diamond Mines. The diamond mine 6.2 million carats of rough diamonds annually.</p><p>In the first six months of fiscal 2021, Rio Tinto had free cash flow of$10.2 billion, 262% higher than in the same period a year earlier. Its underlying earnings were $12.2 billion, 156% higher YOY.</p><p>Of interest to income investors, Rio Tinto paid out a $1.85 per share special dividend in 2021’s first six months. That payout amounted to $3 billion.</p><p>Currently, the company generates75% of its EBITDAprofits from iron ore. It’s looking to change that by acquiring the Rincon lithium project in Argentina for $825 million. With electric vehicle production on the rise, lithium will become a valuable commodity.</p><p>This alone makes RIO stock an interesting bet.</p><p>Artisan Partners Asset Management (APAM)</p><p><b>Market Capitalization:</b>$3.3 billion</p><p><b>Dividend Yield:</b>10.3%</p><p>The Wisconsin-based asset manager made my October 2018 list ofhigh-value, high-yield growth stocks to buy. It’s up about 50%, not including dividends. Last summer, its shares were flirting with $60, but have since fallen back considerably.</p><p>As I stated back in 2018, I liked the fact employees owned a majority of the business. At the time, it had assets under management of$117 billion. Today, they are$175 billion.</p><p>The company’s revenues through Q3 2021 were$912.2 million, 43% higher than a year earlier. Its operating income increased 65% to $402.7 million from $244.8 million a year earlier.</p><p>The key to its business model is that the investment teams are given free rein to implement their investment strategies, which include growth, value, emerging markets, and credit.</p><p>In the first nine months of 2021, it paid out$203.4 million in dividends from operating cash flow of $404.2 million. It’s got more than enough cash flow to keep paying out dividends.</p><p>In 2021, it paid out$3.92 in regular dividends and another 31 cents for a special dividend in February 2021. It pays out approximately 80% of the cash it generates each quarter. Special dividends are paid out when cash flow is more robust than usual.</p><p>If you don’t mind the ebb and flow of dividend payments, APAM remains an excellent buy for income-focused investors.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>10 Best Stocks to Buy for Your Income-Generating Portfolio</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\">\n10 Best Stocks to Buy for Your Income-Generating Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 20:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/10-best-stocks-to-buy-for-your-income-generating-portfolio-axp-deo-bp-stor-cwh-rio-gbdc-apam/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With the Federal Reserve expected to start raising interest rates in March, some investors feel that this will make it more difficult to find winning stocks to buy. However, the idea that interest ...</p>\n\n<a href=\"https://investorplace.com/2022/01/10-best-stocks-to-buy-for-your-income-generating-portfolio-axp-deo-bp-stor-cwh-rio-gbdc-apam/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","GBDC":"Golub Capital BDC","BP":"英国石油","DEO":"帝亚吉欧","RIO":"力拓","STOR":"STORE Capital","APAM":"Artisan Partners Asset Managemen","AXP":"美国运通","CWH":"露营世界","BTI":"英美烟草"},"source_url":"https://investorplace.com/2022/01/10-best-stocks-to-buy-for-your-income-generating-portfolio-axp-deo-bp-stor-cwh-rio-gbdc-apam/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133806987","content_text":"With the Federal Reserve expected to start raising interest rates in March, some investors feel that this will make it more difficult to find winning stocks to buy. However, the idea that interest rates move markets is debatable.As rates rise, it’s possible that income-concerned investors will be less incentivized to buy dividend-paying stocks, opting to put some funds in short-term fixed-income securities or even covered-call exchange-traded funds, such as the Global X NASDAQ 100 Covered Call ETF(NASDAQ:QYLD), which writes call options on the Nasdaq-100 Index.In March 2020, I put together a list of10 stock recommendations for income-generating portfolios. Three months later, I did a revised version.The stocks chosen were part of an income ladder, rising from a 1% yield (1.41%) for Brookfield Asset Management(NYSE:BAM) to a much-riskier 16.49% yield for Icahn Enterprises(NASDAQ:IEP), billionaire Carl Icahn’s holding company. Both have delivered decent gains over the past 19 months.I thought it might be time to repeat my exercise of selecting 10 stocks yielding at or around 1%, 2%, 3%, all the way to 10% or beyond.American Express(NYSE:AXP)Diageo(NYSE:DEO)Pfizer(NYSE:PFE)BP(NYSE:BP)Store Capital(NYSE:STOR)Camping World Holdings(NYSE:CWH)British American Tobacco(NYSE:BTI)Golub Capital BDC(NASDAQ:GBDC)Rio Tinto(NYSE:RIO)Artisan Partners Asset Management(NYSE:APAM)The goal here is to generate a nice combination of income and capital gains from dividend-paying stocks over the long haul.Stocks to Buy: American Express (AXP)Market Capitalization:$135.8 billionDividend Yield:1.2%Financial services giant American Express reported Fourth-quarter results on Jan. 25. They were off-the-chart good with full-year revenue net of interest expense growing 17% year-over-year to $42.4 billion from $36.1 billion a year earlier. On the bottom line, net income jumped 161% higher to $8.1 billion versus $3.1 billion a year earlier.The company sees revenue growth of 19% at the midpoint of its guidance in 2022, with earnings per share of $9.45. Longer-term, it expects to grow revenues and profits by 10% and 15%, respectively.Most importantly, from an income perspective, AMEX will increase its quarterly dividend by 21% from 43 cents to 52 cents. The annual rate of $2.08 yields a reasonable 1.2%.After the results were released, Bank of America analyst Mihir Bhatiaupgraded AXP stock to “buy” from “neutral.”  In a note to clients, the analyst wrote:The investments AXP has been making through the pandemic, in both card-member retention and acquisitions, are starting to yield results that should drive faster top-line growth and operating leverage in the near-to-medium term,MarketWatch reported.Diageo (DEO)Market Capitalization:$113.4 billionDividend Yield:2.0%Hot off the presses, Diageo reported its first-half sales on Jan. 27. Revenue rose 16% to GBP 8.0 billion ($10.7 billion) from GBP 6.9 billion ($9.2 billion) a year earlier. Further down the income statement, the liquor giant had an operating profit excluding exceptional items of GBP 2.74 billion ($3.66 billion), up 21.2% from GBP 2.26 billion ($3.02) a year earlier.During the pandemic, the maker of Johnnie Walker scotch, Tanqueray gin, Captain Morgan rum and many other famous brands said consumers stocked up the home bar, leading to solid growth. Now that things are reopening, it’s time for bars and restaurants to step up their orders.The pandemic proved that in good times or bad, people are still going to have a drink. This makes Diageo not only a decent income generator but also a nice defensive stock in volatile times.Stocks to Buy: Pfizer (PFE)Market Capitalization:$297.5 billionDividend Yield:3.0%There is no question that Covid-19 has been a godsend for pharmaceutical giant Pfizer. The company expects to generate$36 billion in revenue in fiscal 2021. In the third quarter ended Oct. 3, 2021, its vaccine revenue accounted for 60% of its sales.For all of 2021, vaccines will account for approximately 44% of its $81.5 billion in projected revenue. In 2022, vaccine revenue is expected to moderate, hitting $29 billion for the fiscal year. That’s still a significant sum.In a rare disappointment, Pfizer’s treatment for pediatric growth hormone deficiency, developed in partnership with Opko Health(NASDAQ:OPK), was recently rejected by the U.S. Food and Drug Administration (FDA). Already approved in several countries, including Canada, the FDA’s rejection took the company by surprise. However, it is working with the agency to see how it can get the treatment’s ultimate approval.If you think Pfizer is only a vaccine maker, think again.Scotia Wealth portfolio manager Stan Wong recently discussed the company’s strengths with the Cantech Letter.“I like Pfizer not because of the COVID-19 vaccines and antiviral drugs but their pipeline is really rapidly improving with several recent drug launches that have been very successful,”Cantech Letter reported. He said their cardiovascular drug seems to be very promising, expecting it to add to revenue and earnings going forward “in a major way.”BP (BP)Market Capitalization:$103.4 billionDividend Yield:4.1%I’ve never been a fan of companies that peddle fossil fuels. I don’t like what they’re doing to the environment. However, until the world can fully transition to energy sources that don’t require fossil fuels, we are stuck with BP and its ilk.Energy stocks haven’t done too well in recent years, another reason to avoid them, but there’s no question that they’re firing on all cylinders heading into 2022. Revenues are up. Profits are up. Life is good.Of the big oil companies, I’m leaning toward BP stock because of the company’s realistic view of the energy sector’s future. It’s not in oil; let’s put it that way.In September 2021,Reuters reported on BP CEO Bernard Looney’s plans to transition its business to renewable energy:“He aims to slash BP’s output by 40%, or about 1 million barrels per day, an amount equal to the UK’s entire daily output in 2019. At the same time, BP would boost its capacity to generate electricity from renewable sources to 50 gigawatts, a 20-fold increase and equivalent to the power produced by 50 U.S. nuclear plants,”Reuters reported.By investing in BP stock, you get to be on the right side of climate change, while making 4% on your money. What’s not to like?Stocks to Buy: Store Capital (STOR)Market Capitalization:$8.3 billionDividend Yield:5.0%This real estate investment trust (REIT) is probably best known because Berkshire Hathaway(NYSE:BRK.A, NYSE:BRK.B) is one of Store Capital’s largest shareholders at 9.04%. Only two other institutions own more. However, don’t get too excited. Warren Buffett’s stake in the REIT accounts for just0.2%of the holding company’s $336 billion equity securities portfolio.If you’re not familiar with Store Capital, it owns and manages single-tenant operational real estate. Its 2,788 properties are spread over 49 states, involving538 companies. Its occupancy rate is a high 99.4%.The REIT’s Q3 2021 presentation points out that its target market is almost 215,000 companies. It’s dealing with the cream of the crop. This allows it to be selective in who it does business with.Camping World, one of the names on my list, is one of its top 10 customers. The top 10 accounts for 18.7% of the total base rent and 13.6% of the total properties.Over the past six years, it’s grown its adjusted funds from operations by 5.1% per annum. That’s led to a 6.8% annual increase in its dividend.STOR stock is not sexy but its business model works.Camping World Holdings (CWH)Market Capitalization:$2.8 billionDividend Yield:6.1%On Jan. 24, Camping Worldannouncedan increase in its share repurchase program. The largest retailer of recreational vehicles (RVs) in the U.S. originally approved a $225 million buyback in October 2020.It’s bought back approximately $177 million of that. The announcement provides an additional $152.7 million to its repurchase program. It now has roughly $200 million outstanding.How’s it done repurchasing its shares? In the first nine months of 2021, it bought back$86.8 million of its stock at an average price of $39.30. Based on its current share price, it’s underwater by 17% on those purchases.Typically, I’m against share repurchases because companies aren’t very good at knowing when their share prices are cheap. I believe that CWH stock is severely undervalued, so I’ll make an exception. It trades at 0.22x sales, the lowest multiple since 2018.The company reported record revenue in the third quarter ended Sep. 30, 2021, up 14.2% to $2.97 billion. Its gross margin increased 431 basis points to 36.1%, and its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) jumped 32.7% to $288.0 million.As a result, it upped its 2021 full-year adjusted EBITDA guidance to $922.5 million at the midpoint of its guidance, from $850 million previously.I expect RVing to stay hot in 2022.Stocks to Buy: British American Tobacco (BTI)Market Capitalization:$97.6 billionDividend Yield:7.0%When you’re putting together one of these income ladders, it’s nice to know you’ve always got a tobacco company in your back pocket to score you some income. Companies like British American Tobacco are virtual printing presses, even today.As its investor relations page states, the company is transforming its business, so the impact on society from its products is lower. That means new products that are healthier for consumers but still provide growth.As part of its focus on reducing the harm it inflicts on customers with its cigarettes, in 2019, BAT moved to simplify its non-combustible products by creating three global brands: Vuse vapor products, Velo oral products, and Glo tobacco heating products.BAT invested more than $4 billion in developing these products. Its goal is to generate GBP 5 billion ($6.7 billion) from its New Categories segment by 2025. Through the first nine months of 2021, it added 3.6 million consumers of its non-combustible products, more than in the entire 2020.The plan is working.Add in investments made by tomorrow Ventures, the company’s venture capital arm, along with its 19.9% investment and partnership with Canada’sOrganiGram(NASDAQ:OGI), and you’ve got the makings of an entirely new business.Golub Capital BDC (GBDC)Market Capitalization:$2.6 billionDividend Yield:7.7%Golub Capital BDC is a business development company. This means that it is required to distribute at least90%of its profits to shareholders to remain in compliance with Section 54 of the Investment Company Act of 1940.It lends its capital to middle-market businesses, defined as having$100 million in annual EBITDA or less. It usually invests between $10 million and $75 million per company. It can go beyond $75 million in certain circumstances.It’s been a good year for Golub Capital. The BDC’s total investments at fair value increased by 15% to $4.9 billion. That’s due to record loan originations in three out of four quarters in 2021. Its top three industries by weight are software (22%), healthcare providers (11%), and a tie between IT services (6%) and specialty retail (6%).The company increased its quarterly distribution by a penny, with the December 2021 payment to30 cents. Its annual payment of $1.20 yields 7.7%.Stocks to Buy: Rio Tinto (RIO)Market Capitalization:$122.5 billionDividend Yield:9.3%Although Rio Tinto’s history dates back to1873when a British-European investor group bought the Rio Tinto mines in Spain, the modern-day company got rolling when it merged with Australia’s CRA Limited to form one of the world’s largest mining companies.Rio Tinto mines and produces iron ore, aluminum, copper, lithium, diamonds, and more.In November 2021, the company became the sole owner of the Diavik Diamond Mine in Canada’s Northwest Territories after buying the remaining 40% from Dominion Diamond Mines. The diamond mine 6.2 million carats of rough diamonds annually.In the first six months of fiscal 2021, Rio Tinto had free cash flow of$10.2 billion, 262% higher than in the same period a year earlier. Its underlying earnings were $12.2 billion, 156% higher YOY.Of interest to income investors, Rio Tinto paid out a $1.85 per share special dividend in 2021’s first six months. That payout amounted to $3 billion.Currently, the company generates75% of its EBITDAprofits from iron ore. It’s looking to change that by acquiring the Rincon lithium project in Argentina for $825 million. With electric vehicle production on the rise, lithium will become a valuable commodity.This alone makes RIO stock an interesting bet.Artisan Partners Asset Management (APAM)Market Capitalization:$3.3 billionDividend Yield:10.3%The Wisconsin-based asset manager made my October 2018 list ofhigh-value, high-yield growth stocks to buy. It’s up about 50%, not including dividends. Last summer, its shares were flirting with $60, but have since fallen back considerably.As I stated back in 2018, I liked the fact employees owned a majority of the business. At the time, it had assets under management of$117 billion. Today, they are$175 billion.The company’s revenues through Q3 2021 were$912.2 million, 43% higher than a year earlier. Its operating income increased 65% to $402.7 million from $244.8 million a year earlier.The key to its business model is that the investment teams are given free rein to implement their investment strategies, which include growth, value, emerging markets, and credit.In the first nine months of 2021, it paid out$203.4 million in dividends from operating cash flow of $404.2 million. It’s got more than enough cash flow to keep paying out dividends.In 2021, it paid out$3.92 in regular dividends and another 31 cents for a special dividend in February 2021. It pays out approximately 80% of the cash it generates each quarter. Special dividends are paid out when cash flow is more robust than usual.If you don’t mind the ebb and flow of dividend payments, APAM remains an excellent buy for income-focused investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005749492,"gmtCreate":1642426443695,"gmtModify":1676533709642,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"like please","listText":"like please","text":"like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005749492","repostId":"1190045611","repostType":4,"repost":{"id":"1190045611","pubTimestamp":1642422520,"share":"https://ttm.financial/m/news/1190045611?lang=&edition=fundamental","pubTime":"2022-01-17 20:28","market":"us","language":"en","title":"Is the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1190045611","media":"MarketWatch","summary":"Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther ","content":"<html><head></head><body><p>Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.</p><p>The Securities Industry and Financial Markets Association, or Sifma, has recommended that bond markets close for the day, which may impact trading in the 10-year Treasury note.The New York Stock Exchange and the Nasdaq are also closed for the federal holiday.</p><p>Meanwhile, in U.S. commodities markets, there will be no regular trading or settlements, including for Nymex crude oil and Comex-traded gold.</p><p>The holiday comes two weeks into a year that’s started on a down note for stocks, thanks to the ongoing omicron wave of coronavirus cases, a hawkish Federal Reserve, surging inflation, and uncertainty about valuations ahead of the next corporate earnings reporting season.</p><p>U.S. stocks are lower in the year to date:  the Dow Jones Industrial Average is down 1.2%, the S&amp;P 500 has lost 2.2%, and the Nasdaq Composite is down 4.8% through the close on Friday. The 10-year note has surged about 15 points, meanwhile, as investors sell those bonds, anticipating higher interest rates ahead.</p><p>The omicron surge has prompted multiple changes to Monday’s celebration of the life of Dr. Martin Luther King Jr. Communities from Alabama to Massachusetts, after initially planning in-person events, have instead pivoted to online versions, in many cases for the second year in a row.</p><p>Even so, investors continue to reward exchange-traded funds geared toward the “re-opening trade” more than the “work-from-home” regime that dominated 2020. The U.S. Global Jets ETF was up 5.5% in the year to date through Friday, while the Direxion Work From Home ETF had lost 5.5% in the same period.</p><p>The Martin Luther King holiday is traditionally observed on the third Monday of January to mark King’s birthday, January 15, 1929.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs the U.S. stock market open on Monday? Here are the trading hours on Martin Luther King Jr. Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 20:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.The Securities Industry ...</p>\n\n<a href=\"https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/is-the-stock-market-open-on-monday-here-are-the-trading-hours-on-martin-luther-king-jr-day-11642166344?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190045611","content_text":"Stock and bond markets in the U.S. will be closed Monday, January 17 in observance of Martin Luther King, Jr. Day, offering traders a rest after a volatile start to the year.The Securities Industry and Financial Markets Association, or Sifma, has recommended that bond markets close for the day, which may impact trading in the 10-year Treasury note.The New York Stock Exchange and the Nasdaq are also closed for the federal holiday.Meanwhile, in U.S. commodities markets, there will be no regular trading or settlements, including for Nymex crude oil and Comex-traded gold.The holiday comes two weeks into a year that’s started on a down note for stocks, thanks to the ongoing omicron wave of coronavirus cases, a hawkish Federal Reserve, surging inflation, and uncertainty about valuations ahead of the next corporate earnings reporting season.U.S. stocks are lower in the year to date:  the Dow Jones Industrial Average is down 1.2%, the S&P 500 has lost 2.2%, and the Nasdaq Composite is down 4.8% through the close on Friday. The 10-year note has surged about 15 points, meanwhile, as investors sell those bonds, anticipating higher interest rates ahead.The omicron surge has prompted multiple changes to Monday’s celebration of the life of Dr. Martin Luther King Jr. Communities from Alabama to Massachusetts, after initially planning in-person events, have instead pivoted to online versions, in many cases for the second year in a row.Even so, investors continue to reward exchange-traded funds geared toward the “re-opening trade” more than the “work-from-home” regime that dominated 2020. The U.S. Global Jets ETF was up 5.5% in the year to date through Friday, while the Direxion Work From Home ETF had lost 5.5% in the same period.The Martin Luther King holiday is traditionally observed on the third Monday of January to mark King’s birthday, January 15, 1929.","news_type":1},"isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099774349,"gmtCreate":1643438495103,"gmtModify":1676533821509,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"sounds great","listText":"sounds great","text":"sounds great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099774349","repostId":"2207870946","repostType":4,"repost":{"id":"2207870946","pubTimestamp":1643424930,"share":"https://ttm.financial/m/news/2207870946?lang=&edition=fundamental","pubTime":"2022-01-29 10:55","market":"us","language":"en","title":"Eli Lilly Plans To Invest €400M In Manufacturing Facility In Ireland","url":"https://stock-news.laohu8.com/highlight/detail?id=2207870946","media":"Benzinga","summary":"Eli Lilly And Co plans to invest more than €400 million into a new manufacturing facility in Limeric","content":"<html><head></head><body><p><b>Eli Lilly And Co</b> plans to invest more than €400 million into a new manufacturing facility in Limerick, Ireland, according to a report on gov.ie, a central portal for government services and information.</p><p>The plant itself will employ more than 300 once it&#39;s complete. In the meantime, Lilly plans to enlist some 500 temporary workers for the facility build.</p><p>The Limerick plant will boost Lilly&#39;s manufacturing network for biologic active ingredients, help meet &#34;increased demand for existing Lilly products,&#34; and extend the geographic reach of the company&#39;s clinical pipeline.</p><p>Lilly specifically singled out its &#34;promising&#34; Alzheimer&#39;s portfolio on the last point.</p><p>In a recent interview, Lilly could launch Alzheimer&#39;s hopeful donanemab toward the end of 2022, Anat Ashkenazi, Lilly&#39;s chief commercial officer, said.</p><p>The anti-amyloid antibody, which would rival Biogen Inc&#39;s controversial Aduhelm (aducanumab), is up for accelerated approval. Lilly expects to complete its rolling FDA submission by the end of Q1 FY22.</p><p>The facility is expected to start the production of active pharmaceutical ingredients in 2022.</p><p>Lilly will submit a planning application with Limerick City and County Council in the next few weeks to win approval for the project.</p><p></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Eli Lilly Plans To Invest €400M In Manufacturing Facility In Ireland</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\">\nEli Lilly Plans To Invest €400M In Manufacturing Facility In Ireland\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 10:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/eli-lilly-plans-invest-400m-173011211.html><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Eli Lilly And Co plans to invest more than €400 million into a new manufacturing facility in Limerick, Ireland, according to a report on gov.ie, a central portal for government services and ...</p>\n\n<a href=\"https://finance.yahoo.com/news/eli-lilly-plans-invest-400m-173011211.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4007":"制药","LLY":"礼来"},"source_url":"https://finance.yahoo.com/news/eli-lilly-plans-invest-400m-173011211.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2207870946","content_text":"Eli Lilly And Co plans to invest more than €400 million into a new manufacturing facility in Limerick, Ireland, according to a report on gov.ie, a central portal for government services and information.The plant itself will employ more than 300 once it's complete. In the meantime, Lilly plans to enlist some 500 temporary workers for the facility build.The Limerick plant will boost Lilly's manufacturing network for biologic active ingredients, help meet \"increased demand for existing Lilly products,\" and extend the geographic reach of the company's clinical pipeline.Lilly specifically singled out its \"promising\" Alzheimer's portfolio on the last point.In a recent interview, Lilly could launch Alzheimer's hopeful donanemab toward the end of 2022, Anat Ashkenazi, Lilly's chief commercial officer, said.The anti-amyloid antibody, which would rival Biogen Inc's controversial Aduhelm (aducanumab), is up for accelerated approval. Lilly expects to complete its rolling FDA submission by the end of Q1 FY22.The facility is expected to start the production of active pharmaceutical ingredients in 2022.Lilly will submit a planning application with Limerick City and County Council in the next few weeks to win approval for the project.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091167784,"gmtCreate":1643809161588,"gmtModify":1676533858415,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"buy buy buy","listText":"buy buy buy","text":"buy buy buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091167784","repostId":"1128267269","repostType":4,"repost":{"id":"1128267269","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643792753,"share":"https://ttm.financial/m/news/1128267269?lang=&edition=fundamental","pubTime":"2022-02-02 17:05","market":"us","language":"en","title":"Alphabet shares rose 10% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1128267269","media":"Tiger Newspress","summary":"Alphabet shares rose 10% in premarket trading.Google parent Alphabet beat fourth-quarter sales expec","content":"<html><head></head><body><p>Alphabet shares rose 10% in premarket trading.<img src=\"https://static.tigerbbs.com/5c3048b3da1fa6f1175516c0134604fe\" tg-width=\"705\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant&#39;s internet advertising, cloud computing and hardware businesses benefited from holiday shopping.</p><p>The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.</p><p>Alphabet&#39;s overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet shares rose 10% in premarket trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet shares rose 10% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-02 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Alphabet shares rose 10% in premarket trading.<img src=\"https://static.tigerbbs.com/5c3048b3da1fa6f1175516c0134604fe\" tg-width=\"705\" tg-height=\"597\" width=\"100%\" height=\"auto\"/>Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant&#39;s internet advertising, cloud computing and hardware businesses benefited from holiday shopping.</p><p>The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.</p><p>Alphabet&#39;s overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128267269","content_text":"Alphabet shares rose 10% in premarket trading.Google parent Alphabet beat fourth-quarter sales expectations on Tuesday as the search giant's internet advertising, cloud computing and hardware businesses benefited from holiday shopping.The results were the latest to signal that the global trend toward a more digital economy has made Big Tech companies resistant to small-market shocks. While concerns about rising inflation, COVID-19 variants and supply-chain shortages have rattled Wall Street and affected sales at some businesses, the companies that control key gateways to the Web have not seen a dip since the early days of the pandemic.Alphabet's overall quarterly sales jumped 32 per cent to US$75.3 billion, above the average estimate of US$72 billion among financial analysts tracked by Refinitiv. Total Google revenue was US$74.9 billion, above estimates of US$71.652 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091167587,"gmtCreate":1643809132848,"gmtModify":1676533858415,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"thanks for info","listText":"thanks for info","text":"thanks for info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091167587","repostId":"2208357786","repostType":4,"repost":{"id":"2208357786","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1643795522,"share":"https://ttm.financial/m/news/2208357786?lang=&edition=fundamental","pubTime":"2022-02-02 17:52","market":"us","language":"en","title":"7 Stocks To Watch For February 2, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2208357786","media":"Benzinga","summary":"Some of the stocks that may grab inve3stor focus today are:\n","content":"<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></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>7 Stocks To Watch For February 2, 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks To Watch For February 2, 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-02-02 17:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab inve3stor focus today are:</p><ul><li>Wall Street expects <b> Thermo Fisher Scientific Inc. </b> (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, Inc. </b> (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.</li><li><b>Alphabet Inc. </b> (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <b> Humana Inc. </b> (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.</li><li><b>General Motors Company </b> (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.</li><li>Analysts expect <b> QUALCOMM Incorporated </b> (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.</li><li><b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings, Inc.</b> (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","TMO":"赛默飞世尔","BK4559":"巴菲特持仓","BK4121":"生命科学工具和服务","HCTI":"Healthcare Triangle, Inc.","BK4503":"景林资产持仓","BK4524":"宅经济概念","BK4167":"医疗保健技术","BK4141":"半导体产品","BK4154":"管理型保健护理","OLPX":"Olaplex Holdings, Inc.","PYPL":"PayPal","BK4512":"苹果概念","BK4561":"索罗斯持仓","BK4099":"汽车制造商","BK4550":"红杉资本持仓","BK4183":"个人用品","BK4551":"寇图资本持仓","BOLT":"Bolt Biotherapeutics, Inc.","BK4209":"餐馆","FWRG":"First Watch Restaurant Group, Inc.","BK4514":"搜索引擎","TERN":"Terns Pharmaceuticals, Inc.","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","GOOG":"谷歌","BK4539":"次新股","HUM":"哈门那","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","GOOGL":"谷歌A","BK4507":"流媒体概念","BK4553":"喜马拉雅资本持仓","BK4191":"家用电器","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","GM":"通用汽车","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4555":"新能源车","BK4139":"生物科技","BK4508":"社交媒体","BK4566":"资本集团","BK4007":"制药","BK4538":"云计算","CRCT":"Cricut, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208357786","content_text":"Some of the stocks that may grab inve3stor focus today are:Wall Street expects  Thermo Fisher Scientific Inc.  (NYSE:TMO) to report quarterly earnings at $5.26 per share on revenue of $9.29 billion before the opening bell. Thermo Fisher Scientific shares fell 1.5% to $585.50 in after-hours trading.Analysts expect  Meta Platforms, Inc.  (NASDAQ:FB) to report quarterly earnings at $3.84 per share on revenue of $33.38 billion after the closing bell. Meta Platforms shares rose 3.5% to $330.15 in after-hours trading.Alphabet Inc.  (NASDAQ:GOOGL) reported better-than-expected results for its fourth quarter. The company’s board also approved a 20-for-1 stock split. Alphabet shares jumped 9.2% to $3,005.00 in the after-hours trading session.Analysts are expecting  Humana Inc.  (NYSE:HUM) to have earned $1.16 per share on revenue of $21.23 billion for the latest quarter. The company will release earnings before the markets open. Humana shares rose 2% to $398.66 in after-hours trading.General Motors Company  (NYSE:GM) reported better-than-expected earnings for its first quarter, while sales missed views. The company said it sees FY22 net income of $9.4 billion to $10.8 billion. GM shares gained 1.1% to $54.64 in the after-hours trading session.Analysts expect  QUALCOMM Incorporated  (NASDAQ:QCOM) to post quarterly earnings at $3.01 per share on revenue of $10.42 billion after the closing bell. QUALCOMM shares gained 2.9% to $182.20 in after-hours trading.PayPal Holdings, Inc. (NASDAQ:PYPL) reported downbeat earnings for its fourth quarter and issued weak earnings forecast for FY22. PayPal shares dipped 17.9% to $144.30 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030567574,"gmtCreate":1645758090009,"gmtModify":1676534061821,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"Oil going up and down...&nbsp;","listText":"Oil going up and down...&nbsp;","text":"Oil going up and down...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030567574","repostId":"1165158876","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003549883,"gmtCreate":1641019299216,"gmtModify":1676533565651,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"do your own due diligence","listText":"do your own due diligence","text":"do your own due diligence","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003549883","repostId":"2195481004","repostType":4,"repost":{"id":"2195481004","pubTimestamp":1641003960,"share":"https://ttm.financial/m/news/2195481004?lang=&edition=fundamental","pubTime":"2022-01-01 10:26","market":"us","language":"en","title":"1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2195481004","media":"Motley Fool","summary":"It poses some risks, but this company is making all the right moves to succeed in a very tough industry.","content":"<html><head></head><body><p>Let&#39;s be clear: Any stock that collapses by 68% from its high carries inherent risks, and that&#39;s certainly the case with real estate iBuying company <b><a href=\"https://laohu8.com/S/OPAD\">Offerpad Solutions</a></b> (NYSE:OPAD).</p><p>Offerpad buys homes directly from sellers, adds value by renovating them, and then flips them for a profit. It&#39;s not an easy business, as Offerpad&#39;s largest competitor, <b><a href=\"https://laohu8.com/S/Z\">Zillow</a> Group</b> (NASDAQ:Z)(NASDAQ:ZG) recently proved when it dropped out of the segment after sustaining significant losses.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F659276%2Fa-smiling-couple-sitting-on-the-floor-of-their-new-home-surrounded-by-boxes.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p>But there are bright spots to Offerpad&#39;s different approach, and Wall Street firm JMP Securities thinks the stock has what it takes to rise by 84% in the next 12 to 18 months to $12 a share. Here&#39;s why.</p><h2>Being selective is key for Offerpad</h2><p>Since 2019, Zillow has been on a home-buying binge, purchasing 26,014 houses -- in some cases, multiple-home estates -- with the intention of reselling them quickly for a profit. This strategy is great when real estate prices are rising across the board, but when pockets of the market go soft, it can result in significant losses.</p><p>Zillow recently listed up to 1,000 of its homes for sale in its five largest markets, 64% of which were reportedly priced below what it paid for them. And in Phoenix, Arizona, up to 93% of its properties are slated to be sold at a loss. In the recent third quarter, Zillow&#39;s iBuying segment lost $244 million and erased all of the gross profit the segment had made for the entire year.</p><p>Part of the issue is Zillow&#39;s broad geographical footprint. It operates in, and therefore had to carefully track, up to 35 markets across the U.S. Offerpad, on the other hand, operates in 17 markets. Where Zillow&#39;s iBuying average gross profit per home peaked at $18,665, Offerpad&#39;s average peak (so far) is $31,500 per home in the second quarter of 2021.</p><p>It highlights the importance of being selective, because like any asset class, home prices constantly fluctuate, and being on the wrong side can be catastrophic. For Offerpad, now that its largest competitor has moved out of the way, it has an opportunity to grow its market share in the higher-quality markets Zillow has left behind.</p><h2>A surge in revenue</h2><p>By the close of 2021, Offerpad expects it will have sold up to 6,000 homes for the year, driving a record revenue result. In the recent third quarter, it actually increased its 2021 revenue guidance by $100 million. But in 2022, analysts expect it will do even better.</p><table><thead><tr><th><p>Metric</p></th><th><p>2020</p></th><th><p>2021 (Estimate)</p></th><th><p>2022 (Projected)</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td><p>Revenue</p></td><td><p>$1.06 billion</p></td><td><p>$1.90 billion</p></td><td><p>$3.53 billion</p></td><td><p>82%</p></td></tr></tbody></table><p>Data source: Offerpad, Yahoo! Finance. CAGR = Compound Annual Growth Rate.</p><p>Offerpad&#39;s gross profit per home of $22,700 in the third quarter was down from the $31,500 it generated in the second quarter. However, it was still a 48% year-over-year gain and is therefore trending in the right direction.</p><p>The company attributes its success to a combination of its technology and people. Where other iBuying companies rely solely on algorithms to price a home, Offerpad allows technology to do 90% of the work, and it then uses physical intervention by its employees to inspect the home and bring the deal to a close.</p><p>Additionally, it adds value by renovating houses using Offerpad-employed tradespeople, which allows it to achieve higher sale prices compared to simply flipping a property immediately. The company aims to buy, renovate, and sell each home within 100 days.</p><h2>The stock is cheap</h2><p>Offerpad&#39;s stock trades at a price-to-sales multiple of just 0.8. By comparison, and despite all of its issues, Zillow&#39;s stock trades at a multiple of 2.1 based on estimated 2021 revenue. That means Offerpad&#39;s stock would need to double from here just to trade in line with its tech-real estate peer.</p><p>If Offerpad meets analysts&#39; expectations and generates $3.53 billion in revenue next year, its multiple will shrink further to just 0.4 (assuming its stock price remains the same). That makes its recent 68% decline in share price look like an attractive opportunity going into 2022.</p><p>Offerpad is expected to post a loss overall for 2021, but JMP Securities expects it will close out 2021 with a fourth-quarter profit of $0.35 per share. The firm&#39;s price target of $12 might even look conservative if Offerpad can turn profitable next year -- it&#39;s even possible it could revisit its highs near $20 per share -- but it operates in a tough business, and investors should proceed with <i>cautious </i>optimism.</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>1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022</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\">\n1 Growth Stock Down 68% That Wall Street Thinks Could Soar in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 10:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Let's be clear: Any stock that collapses by 68% from its high carries inherent risks, and that's certainly the case with real estate iBuying company Offerpad Solutions (NYSE:OPAD).Offerpad buys homes ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"Z":"Zillow","OPAD":"Offerpad Solutions","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4079":"房地产服务","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/12/31/1-growth-stock-down-68-soar-2022-says-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195481004","content_text":"Let's be clear: Any stock that collapses by 68% from its high carries inherent risks, and that's certainly the case with real estate iBuying company Offerpad Solutions (NYSE:OPAD).Offerpad buys homes directly from sellers, adds value by renovating them, and then flips them for a profit. It's not an easy business, as Offerpad's largest competitor, Zillow Group (NASDAQ:Z)(NASDAQ:ZG) recently proved when it dropped out of the segment after sustaining significant losses.Image source: Getty Images.But there are bright spots to Offerpad's different approach, and Wall Street firm JMP Securities thinks the stock has what it takes to rise by 84% in the next 12 to 18 months to $12 a share. Here's why.Being selective is key for OfferpadSince 2019, Zillow has been on a home-buying binge, purchasing 26,014 houses -- in some cases, multiple-home estates -- with the intention of reselling them quickly for a profit. This strategy is great when real estate prices are rising across the board, but when pockets of the market go soft, it can result in significant losses.Zillow recently listed up to 1,000 of its homes for sale in its five largest markets, 64% of which were reportedly priced below what it paid for them. And in Phoenix, Arizona, up to 93% of its properties are slated to be sold at a loss. In the recent third quarter, Zillow's iBuying segment lost $244 million and erased all of the gross profit the segment had made for the entire year.Part of the issue is Zillow's broad geographical footprint. It operates in, and therefore had to carefully track, up to 35 markets across the U.S. Offerpad, on the other hand, operates in 17 markets. Where Zillow's iBuying average gross profit per home peaked at $18,665, Offerpad's average peak (so far) is $31,500 per home in the second quarter of 2021.It highlights the importance of being selective, because like any asset class, home prices constantly fluctuate, and being on the wrong side can be catastrophic. For Offerpad, now that its largest competitor has moved out of the way, it has an opportunity to grow its market share in the higher-quality markets Zillow has left behind.A surge in revenueBy the close of 2021, Offerpad expects it will have sold up to 6,000 homes for the year, driving a record revenue result. In the recent third quarter, it actually increased its 2021 revenue guidance by $100 million. But in 2022, analysts expect it will do even better.Metric20202021 (Estimate)2022 (Projected)CAGRRevenue$1.06 billion$1.90 billion$3.53 billion82%Data source: Offerpad, Yahoo! Finance. CAGR = Compound Annual Growth Rate.Offerpad's gross profit per home of $22,700 in the third quarter was down from the $31,500 it generated in the second quarter. However, it was still a 48% year-over-year gain and is therefore trending in the right direction.The company attributes its success to a combination of its technology and people. Where other iBuying companies rely solely on algorithms to price a home, Offerpad allows technology to do 90% of the work, and it then uses physical intervention by its employees to inspect the home and bring the deal to a close.Additionally, it adds value by renovating houses using Offerpad-employed tradespeople, which allows it to achieve higher sale prices compared to simply flipping a property immediately. The company aims to buy, renovate, and sell each home within 100 days.The stock is cheapOfferpad's stock trades at a price-to-sales multiple of just 0.8. By comparison, and despite all of its issues, Zillow's stock trades at a multiple of 2.1 based on estimated 2021 revenue. That means Offerpad's stock would need to double from here just to trade in line with its tech-real estate peer.If Offerpad meets analysts' expectations and generates $3.53 billion in revenue next year, its multiple will shrink further to just 0.4 (assuming its stock price remains the same). That makes its recent 68% decline in share price look like an attractive opportunity going into 2022.Offerpad is expected to post a loss overall for 2021, but JMP Securities expects it will close out 2021 with a fourth-quarter profit of $0.35 per share. The firm's price target of $12 might even look conservative if Offerpad can turn profitable next year -- it's even possible it could revisit its highs near $20 per share -- but it operates in a tough business, and investors should proceed with cautious optimism.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096713641,"gmtCreate":1644459330788,"gmtModify":1676533929559,"author":{"id":"4098107507332990","authorId":"4098107507332990","name":"riel.","avatar":"https://static.tigerbbs.com/93af5f5222961974cc81ff1226161491","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098107507332990","authorIdStr":"4098107507332990"},"themes":[],"htmlText":"quick join to ski","listText":"quick join to ski","text":"quick join to ski","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096713641","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. 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