macan_putih personal page - To The Moon

macan_putih

macan_putih

No personal profile

17Follow

1Followers

0Topic

0Badge

2022-04-27

Excellent review.

Sorry, the original content has been removed

2022-04-06

Nice. Time to get some stocks

Carnival Shares Jumped 7% in Morning Trading

2022-04-06

Excellent and detailed explanation. Really good analysis of the stock.

Tesla: After A ~60% Rally, There's More In Store

2022-03-10

Guess it is time to sell off

Sorry, the original content has been removed

2022-03-10

They might need more better movies.

Sorry, the original content has been removed

2022-03-10

Nice read.

Sorry, the original content has been removed

2022-02-24

Will it jump higher?

Sorry, the original content has been removed

2022-01-04

Good article to read. Makes me reconsider my options

Sorry, the original content has been removed

2022-01-04

EVs market is growing and its the next trend for moto vehicles

Sorry, the original content has been removed

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4098339841401990","uuid":"4098339841401990","gmtCreate":1635236775519,"gmtModify":1637256516498,"name":"macan_putih","pinyin":"macanputihmacanputih","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":17,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":9060019465,"gmtCreate":1651069333296,"gmtModify":1676534844049,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Excellent review.","listText":"Excellent review.","text":"Excellent review.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060019465","repostId":"2230432994","repostType":4,"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016612224,"gmtCreate":1649180914047,"gmtModify":1676534464438,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Nice. Time to get some stocks","listText":"Nice. Time to get some stocks","text":"Nice. Time to get some stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016612224","repostId":"1171022265","repostType":4,"repost":{"id":"1171022265","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":1649165714,"share":"https://ttm.financial/m/news/1171022265?lang=&edition=fundamental","pubTime":"2022-04-05 21:35","market":"us","language":"en","title":"Carnival Shares Jumped 7% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1171022265","media":"Tiger Newspress","summary":"Carnival shares jumped 7% in morning trading.Carnival revealed that it had its busiest booking week ","content":"<html><head></head><body><p>Carnival shares jumped 7% in morning trading.<img src=\"https://static.tigerbbs.com/195bca9ac693aa25f4bef3e61ce0f932\" tg-width=\"866\" tg-height=\"844\" width=\"100%\" height=\"auto\"/>Carnival revealed that it had its busiest booking week in its history during the period from March 28 to April 3. The cruise ship operator didn&#39;t offer specific numbers, but it did say that the new figure smashed the old record for a seven-day booking total, eclipsing it by a double-digit percentage.</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>Carnival Shares Jumped 7% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCarnival Shares Jumped 7% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-05 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Carnival shares jumped 7% in morning trading.<img src=\"https://static.tigerbbs.com/195bca9ac693aa25f4bef3e61ce0f932\" tg-width=\"866\" tg-height=\"844\" width=\"100%\" height=\"auto\"/>Carnival revealed that it had its busiest booking week in its history during the period from March 28 to April 3. The cruise ship operator didn&#39;t offer specific numbers, but it did say that the new figure smashed the old record for a seven-day booking total, eclipsing it by a double-digit percentage.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171022265","content_text":"Carnival shares jumped 7% in morning trading.Carnival revealed that it had its busiest booking week in its history during the period from March 28 to April 3. The cruise ship operator didn't offer specific numbers, but it did say that the new figure smashed the old record for a seven-day booking total, eclipsing it by a double-digit percentage.","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016612629,"gmtCreate":1649180881817,"gmtModify":1676534464438,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Excellent and detailed explanation.&nbsp; Really good analysis of the stock.&nbsp;","listText":"Excellent and detailed explanation.&nbsp; Really good analysis of the stock.&nbsp;","text":"Excellent and detailed explanation. Really good analysis of the stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016612629","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: After A ~60% Rally, There's More In Store</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765655,"gmtCreate":1646920623946,"gmtModify":1676534177146,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Guess it is time to sell off","listText":"Guess it is time to sell off","text":"Guess it is time to sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765655","repostId":"1142549326","repostType":4,"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765878,"gmtCreate":1646920582518,"gmtModify":1676534177146,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"They might need more better movies.","listText":"They might need more better movies.","text":"They might need more better movies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765878","repostId":"2218236991","repostType":4,"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765052,"gmtCreate":1646920502565,"gmtModify":1676534177138,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Nice read.&nbsp;","listText":"Nice read.&nbsp;","text":"Nice read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765052","repostId":"1170616618","repostType":4,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030180938,"gmtCreate":1645662008263,"gmtModify":1676534050180,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Will it jump higher?","listText":"Will it jump higher?","text":"Will it jump higher?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030180938","repostId":"1148229912","repostType":4,"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001690941,"gmtCreate":1641227085708,"gmtModify":1676533585543,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Good article to read. Makes me reconsider my options","listText":"Good article to read. Makes me reconsider my options","text":"Good article to read. Makes me reconsider my options","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001690941","repostId":"2200295421","repostType":4,"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001607116,"gmtCreate":1641226983064,"gmtModify":1676533585526,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"EVs market is growing and its the next trend for moto vehicles&nbsp;","listText":"EVs market is growing and its the next trend for moto vehicles&nbsp;","text":"EVs market is growing and its the next trend for moto vehicles","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001607116","repostId":"2200424255","repostType":4,"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9016612224,"gmtCreate":1649180914047,"gmtModify":1676534464438,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Nice. Time to get some stocks","listText":"Nice. Time to get some stocks","text":"Nice. Time to get some stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016612224","repostId":"1171022265","repostType":4,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001607116,"gmtCreate":1641226983064,"gmtModify":1676533585526,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"EVs market is growing and its the next trend for moto vehicles&nbsp;","listText":"EVs market is growing and its the next trend for moto vehicles&nbsp;","text":"EVs market is growing and its the next trend for moto vehicles","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001607116","repostId":"2200424255","repostType":4,"repost":{"id":"2200424255","pubTimestamp":1641222499,"share":"https://ttm.financial/m/news/2200424255?lang=&edition=fundamental","pubTime":"2022-01-03 23:08","market":"us","language":"en","title":"Wall Street Loves These 3 Growth Stocks -- Should You?","url":"https://stock-news.laohu8.com/highlight/detail?id=2200424255","media":"Motley Fool","summary":"The future of transport is electric, but that doesn't make every EV stock a buy.","content":"<html><head></head><body><p>Some stocks, at times, get much higher attention and interest than others from investors and analysts alike. Frequently, such stocks are from a hot sector, like electric vehicles (EVs) right now. But should you buy a stock just because it is hot?</p><p>Let&#39;s discuss three EV stocks that are getting a lot of love from Wall Street, and if they are attractive buys right now or not.</p><h2>Tesla</h2><p>Probably no other car company has captured investors&#39; attention in the way <b>Tesla</b> (NASDAQ:TSLA) did in the last few years. That got reflected in a steep rise in Tesla&#39;s stock price -- from less than $5 in 2010 to more than $1,000 right now. That&#39;s a rise of more than 20,000% in roughly 11 years. Interestingly, the stock rose more than 1,000% in just the last two years. The rate of growth in Tesla&#39;s stock price fell in 2021, when the stock rose <i>just</i> around 52%.</p><p>But the question that is at the top of investors&#39; minds right now is whether the stock still makes an attractive buy. There are probably two key factors that may drive Tesla&#39;s stock price up from here on. First, if the company manages to grow its EV deliveries, at the margin it is currently generating, the stock could see steady gains in the coming years. These will not likely be of the magnitude seen in the past.</p><p>Second, Tesla stock could see substantial gains if the company manages to bring better full self-driving features to the market than the competition. The company could potentially disrupt other segments, such as auto insurance, using custom premium rates based on driver data gathered by it. Notably, these are all possibilities, and may not turn into a reality.</p><p>On the flip side, Tesla stock looks priced for perfection. With rising competition, the road ahead for the company isn&#39;t entirely smooth. Any deviation from expectations may send the stock&#39;s price downward. But all said, Wall Street&#39;s love for the stock doesn&#39;t seem unreasonable.</p><h2>Rivian</h2><p>Another EV stock that has garnered tons of attention from Wall Street is <b>Rivian</b> (NASDAQ:RIVN). The electric vehicle manufacturer has delivered fewer than 400 vehicles so far. Yet, the stock is trading at a market capitalization of more than $90 billion. There are quite a few things that investors like about Rivian. To begin with, it is the first company to launch an electric pickup truck. It beat the likes of <b>General Motors</b>, <b>Ford</b>, and Tesla to launch an electric truck.</p><p>What&#39;s more, the company&#39;s truck got positive reviews from users and media. Its pickup truck was selected as <i>MotorTrend&#39;s</i> 2022 Truck of the Year. In addition to the pickup truck, the company started deliveries of its first SUV in December. Rivian has received more than 71,000 pre-orders for its truck and SUV combined, indicating a strong consumer interest in its vehicles.</p><p>Finally, the company is backed by <b>Amazon</b> (NASDAQ:AMZN), which owns a roughly 20% stake in Rivian. Additionally, Amazon has agreed to buy 100,000 electric delivery vans from Rivian. So, Rivian has some good products and ready buyers. All it now needs to do is start delivering the EVs.</p><p>Though promising, the valuation of Rivian stock looks substantially rich. Investors might want to let the story play out before deciding to buy Rivian stock.</p><h2>Lucid Group</h2><p><b>Lucid Group</b> (NASDAQ:LCID) rose to prominence when it successfully delivered its first car, the Lucid Air, with a longer range than that of any other electric car in the market. At its top trim, the car offers a range of 520 miles -- about 100 miles more than Tesla&#39;s Model S. Lucid&#39;s experience in batteries that power the world&#39;s premier EV racing series came in handy when delivering superior performance.  The Lucid Air also bagged the 2022 <i>MotorTrend</i> Car of the Year award.</p><p>Lucid plans to deliver 20,000 vehicles in 2022. Beyond that, Lucid has laid out its growth plans systematically. The company plans to launch the Grand Touring, Touring, and Pure versions of the Lucid Air in 2022. In 2023, it intends to launch its SUV called Gravity. Moreover, the company plans to enter the European and Middle Eastern markets in 2022.</p><p>Lucid&#39;s solid products and its clear growth plans make its stock attractive. However, investors should note that the company still has a long way to go before it starts delivering cars profitably.</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>Wall Street Loves These 3 Growth Stocks -- Should You?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Loves These 3 Growth Stocks -- Should You?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/03/wall-street-loves-these-3-growth-stocks-should-you/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some stocks, at times, get much higher attention and interest than others from investors and analysts alike. Frequently, such stocks are from a hot sector, like electric vehicles (EVs) right now. But ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/03/wall-street-loves-these-3-growth-stocks-should-you/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","LCID":"Lucid Group Inc","BK4507":"流媒体概念","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","AMZN":"亚马逊","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","RIVN":"Rivian Automotive, Inc.","BK4561":"索罗斯持仓","BK4099":"汽车制造商","TSLA":"特斯拉","BK4548":"巴美列捷福持仓"},"source_url":"https://www.fool.com/investing/2022/01/03/wall-street-loves-these-3-growth-stocks-should-you/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200424255","content_text":"Some stocks, at times, get much higher attention and interest than others from investors and analysts alike. Frequently, such stocks are from a hot sector, like electric vehicles (EVs) right now. But should you buy a stock just because it is hot?Let's discuss three EV stocks that are getting a lot of love from Wall Street, and if they are attractive buys right now or not.TeslaProbably no other car company has captured investors' attention in the way Tesla (NASDAQ:TSLA) did in the last few years. That got reflected in a steep rise in Tesla's stock price -- from less than $5 in 2010 to more than $1,000 right now. That's a rise of more than 20,000% in roughly 11 years. Interestingly, the stock rose more than 1,000% in just the last two years. The rate of growth in Tesla's stock price fell in 2021, when the stock rose just around 52%.But the question that is at the top of investors' minds right now is whether the stock still makes an attractive buy. There are probably two key factors that may drive Tesla's stock price up from here on. First, if the company manages to grow its EV deliveries, at the margin it is currently generating, the stock could see steady gains in the coming years. These will not likely be of the magnitude seen in the past.Second, Tesla stock could see substantial gains if the company manages to bring better full self-driving features to the market than the competition. The company could potentially disrupt other segments, such as auto insurance, using custom premium rates based on driver data gathered by it. Notably, these are all possibilities, and may not turn into a reality.On the flip side, Tesla stock looks priced for perfection. With rising competition, the road ahead for the company isn't entirely smooth. Any deviation from expectations may send the stock's price downward. But all said, Wall Street's love for the stock doesn't seem unreasonable.RivianAnother EV stock that has garnered tons of attention from Wall Street is Rivian (NASDAQ:RIVN). The electric vehicle manufacturer has delivered fewer than 400 vehicles so far. Yet, the stock is trading at a market capitalization of more than $90 billion. There are quite a few things that investors like about Rivian. To begin with, it is the first company to launch an electric pickup truck. It beat the likes of General Motors, Ford, and Tesla to launch an electric truck.What's more, the company's truck got positive reviews from users and media. Its pickup truck was selected as MotorTrend's 2022 Truck of the Year. In addition to the pickup truck, the company started deliveries of its first SUV in December. Rivian has received more than 71,000 pre-orders for its truck and SUV combined, indicating a strong consumer interest in its vehicles.Finally, the company is backed by Amazon (NASDAQ:AMZN), which owns a roughly 20% stake in Rivian. Additionally, Amazon has agreed to buy 100,000 electric delivery vans from Rivian. So, Rivian has some good products and ready buyers. All it now needs to do is start delivering the EVs.Though promising, the valuation of Rivian stock looks substantially rich. Investors might want to let the story play out before deciding to buy Rivian stock.Lucid GroupLucid Group (NASDAQ:LCID) rose to prominence when it successfully delivered its first car, the Lucid Air, with a longer range than that of any other electric car in the market. At its top trim, the car offers a range of 520 miles -- about 100 miles more than Tesla's Model S. Lucid's experience in batteries that power the world's premier EV racing series came in handy when delivering superior performance.  The Lucid Air also bagged the 2022 MotorTrend Car of the Year award.Lucid plans to deliver 20,000 vehicles in 2022. Beyond that, Lucid has laid out its growth plans systematically. The company plans to launch the Grand Touring, Touring, and Pure versions of the Lucid Air in 2022. In 2023, it intends to launch its SUV called Gravity. Moreover, the company plans to enter the European and Middle Eastern markets in 2022.Lucid's solid products and its clear growth plans make its stock attractive. However, investors should note that the company still has a long way to go before it starts delivering cars profitably.","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9030180938,"gmtCreate":1645662008263,"gmtModify":1676534050180,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Will it jump higher?","listText":"Will it jump higher?","text":"Will it jump higher?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9030180938","repostId":"1148229912","repostType":4,"repost":{"id":"1148229912","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":1645628200,"share":"https://ttm.financial/m/news/1148229912?lang=&edition=fundamental","pubTime":"2022-02-23 22:56","market":"us","language":"en","title":"Oil Stocks Jumped In Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1148229912","media":"Tiger Newspress","summary":"Marathon, Western Oil, ConocoPhillips, Halliburton and Chevron climbed between 1% and 4%.","content":"<html><head></head><body><p>Marathon, Western Oil, ConocoPhillips, Halliburton and Chevron climbed between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/723223a6cca5510de9e7eae21753b0c7\" tg-width=\"905\" tg-height=\"639\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/7037330088b1c0402c97c981123a57bd\" tg-width=\"906\" tg-height=\"637\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Stocks Jumped In Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOil Stocks Jumped In Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-23 22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Marathon, Western Oil, ConocoPhillips, Halliburton and Chevron climbed between 1% and 4%.</p><p><img src=\"https://static.tigerbbs.com/723223a6cca5510de9e7eae21753b0c7\" tg-width=\"905\" tg-height=\"639\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/7037330088b1c0402c97c981123a57bd\" tg-width=\"906\" tg-height=\"637\" width=\"100%\" height=\"auto\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRO":"马拉松石油","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148229912","content_text":"Marathon, Western Oil, ConocoPhillips, Halliburton and Chevron climbed between 1% and 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060019465,"gmtCreate":1651069333296,"gmtModify":1676534844049,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Excellent review.","listText":"Excellent review.","text":"Excellent review.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060019465","repostId":"2230432994","repostType":4,"repost":{"id":"2230432994","pubTimestamp":1651050041,"share":"https://ttm.financial/m/news/2230432994?lang=&edition=fundamental","pubTime":"2022-04-27 17:00","market":"us","language":"en","title":"Why I Sold Tesla And Bought Ford","url":"https://stock-news.laohu8.com/highlight/detail?id=2230432994","media":"seekingalpha","summary":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a positi","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Tuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.</li><li>Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.</li><li>In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/924d44c1e072e2ad774acb68c4b49fe9\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>What Happened?</b></p><p>Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.</p><p><b>You must take profits to make profits</b></p><p>I often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was &#34;You have to take profits to make profits.&#34; The meaning behind this is the fact it&#39;s all &#34;unrealized&#34; paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.</p><p><b>Musk&#39;s highly leveraged Tesla position increases risk</b></p><p>Elon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can&#39;t pay the bills.</p><p>Musk has already stated it&#39;s not about the money to him, so that doesn&#39;t necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company&#39;s share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a &#34;backburner&#34; type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don&#39;t find the new Cybertruck appealing. I like Ford&#39;s F150 Lightning pickup, which leads me to my next point.</p><p><b>The competition has finally arrived</b></p><p>The Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:</p><blockquote><i>The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.</i></blockquote><p>I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.</p><p>What&#39;s more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42cd5b5effe20ffbbd01bed01c0e3bc\" tg-width=\"617\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford F150 Lightning Pickup (Ford website)</span></p><p>The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn&#39;t the only competition. As I&#39;m sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I&#39;ve chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.</p><p><b>Two completely different animals when it comes to valuation</b></p><p>Tesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don&#39;t get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to &#34;long-duration assets.&#34; Let me explain why Ford presents a better opportunity under current conditions.</p><p><b>Ford significantly undervalued</b></p><p>First of all, Ford is basically trading for a song at the present valuation. Ford&#39;s forward P/E of 6.57 is just over a third of the current S&amp;P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecd5be52cd449328e56f792ebe9ad27\" tg-width=\"467\" tg-height=\"134\" width=\"100%\" height=\"auto\"/><span>Ford Fundamentals (Finviz)</span></p><p>On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faca498ac9117d6d6aebc61f4c22dea\" tg-width=\"278\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford 2022 Performance (Finviz)</span></p><p>With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton&#39;s quote of &#34;Buy at the point of maximum pessimism&#34; seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.</p><p><b>Ford CEO Jim Farley is special</b></p><p>Ford&#39;s CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.</p><p>Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don&#39;t get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.</p><p><b>Ford Earnings Preview</b></p><p>The following table details Ford&#39;s expected earnings estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5856ccd7559c4442c6cfac6efae3d8\" tg-width=\"617\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>You can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already &#34;quasi&#34; been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let&#39;s wrap it up.</p><p><b>Wrap up</b></p><p>I love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford&#39;s superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford&#39;s conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve&#39;s regime, from Dove to Hawk. And finally, I made this move in order to cash in and &#34;realize&#34; the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold Tesla And Bought Ford</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I Sold Tesla And Bought Ford\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230432994","content_text":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.jetcityimage/iStock Editorial via Getty ImagesWhat Happened?Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.You must take profits to make profitsI often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was \"You have to take profits to make profits.\" The meaning behind this is the fact it's all \"unrealized\" paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.Musk's highly leveraged Tesla position increases riskElon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can't pay the bills.Musk has already stated it's not about the money to him, so that doesn't necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company's share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a \"backburner\" type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don't find the new Cybertruck appealing. I like Ford's F150 Lightning pickup, which leads me to my next point.The competition has finally arrivedThe Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.What's more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.Ford F150 Lightning Pickup (Ford website)The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn't the only competition. As I'm sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I've chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.Two completely different animals when it comes to valuationTesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don't get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to \"long-duration assets.\" Let me explain why Ford presents a better opportunity under current conditions.Ford significantly undervaluedFirst of all, Ford is basically trading for a song at the present valuation. Ford's forward P/E of 6.57 is just over a third of the current S&P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.Ford Fundamentals (Finviz)On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.Ford 2022 Performance (Finviz)With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton's quote of \"Buy at the point of maximum pessimism\" seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.Ford CEO Jim Farley is specialFord's CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don't get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.Ford Earnings PreviewThe following table details Ford's expected earnings estimates.Seeking AlphaYou can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already \"quasi\" been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let's wrap it up.Wrap upI love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford's superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford's conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve's regime, from Dove to Hawk. And finally, I made this move in order to cash in and \"realize\" the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016612629,"gmtCreate":1649180881817,"gmtModify":1676534464438,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Excellent and detailed explanation.&nbsp; Really good analysis of the stock.&nbsp;","listText":"Excellent and detailed explanation.&nbsp; Really good analysis of the stock.&nbsp;","text":"Excellent and detailed explanation. Really good analysis of the stock.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016612629","repostId":"2225304673","repostType":4,"repost":{"id":"2225304673","pubTimestamp":1649171373,"share":"https://ttm.financial/m/news/2225304673?lang=&edition=fundamental","pubTime":"2022-04-05 23:09","market":"us","language":"en","title":"Tesla: After A ~60% Rally, There's More In Store","url":"https://stock-news.laohu8.com/highlight/detail?id=2225304673","media":"seekingalpha","summary":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least","content":"<html><head></head><body><p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.</p><p>One such growth leader is <b>Tesla</b> (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.</p><p><img src=\"https://static.tigerbbs.com/216590ddcd33c72a94dc961eb2b82eb9\" tg-width=\"640\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.</p><p>The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.</p><p>The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.</p><p>The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.</p><p>Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/4/5847171-16490695942655022.png\" tg-width=\"640\" tg-height=\"517\" referrerpolicy=\"no-referrer\"/></p><p>StockCharts</p><p>The weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.</p><p>Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it&#39;s not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.</p><p>In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.</p><p>To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.</p><h2>Tesla keeps delivering</h2><p>The reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.</p><p><img src=\"https://static.tigerbbs.com/0b9f94b2a445ebec61e56ba6428aa207\" tg-width=\"640\" tg-height=\"221\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Revenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.</p><p>Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.</p><p><img src=\"https://static.tigerbbs.com/e31aebbc3b67f7c0fb3b361dca6dc3e6\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Investor presentation</p><p>If anyone needs a reason why Tesla is valued so highly against other automakers, I believe this <a href=\"https://laohu8.com/S/AONE.U\">one</a> chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.</p><p>Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.<img src=\"https://static.tigerbbs.com/91743b7e140a79259184dbc124d2d471\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>We know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.</p><p>These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.</p><p>Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&amp;A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.</p><p>Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/2880b04e5cacd1d6f033f9fd41d8bd41\" tg-width=\"640\" tg-height=\"168\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>The growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.</p><p>Below we have the share count and the YoY change for the past several years to see what I’m on about.</p><p><img src=\"https://static.tigerbbs.com/6f2c53ea6f3ab1fdee88f1fa6e24c0fe\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>You can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business <i>and</i> run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.</p><p>Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.</p><p><img src=\"https://static.tigerbbs.com/5337b199bd17e0714458a637de7193d4\" tg-width=\"640\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>Net debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.</p><h2>Squint to see the value</h2><p>Of course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.</p><p><img src=\"https://static.tigerbbs.com/4921a31b085b778a7a18c4c4d5da0ff3\" tg-width=\"640\" tg-height=\"219\" referrerpolicy=\"no-referrer\"/>Seeking Alpha</p><p>EPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.</p><p>Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.</p><p><img src=\"https://static.tigerbbs.com/1a629edeeaa941e86715f05b601ba5f6\" tg-width=\"640\" tg-height=\"196\" referrerpolicy=\"no-referrer\"/>TIKR</p><p>This stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.</p><p>One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.</p><h2>Risks and final thoughts</h2><p>The valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.</p><p>In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.</p><p>While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.</p><p>Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.</p><p>Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: After A ~60% Rally, There's More In Store</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: After A ~60% Rally, There's More In Store\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-05 23:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least...</p>\n\n<a href=\"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://seekingalpha.com/article/4499688-tesla-after-a-60-percent-rally-theres-more-in-store","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2225304673","content_text":"Growth stocks that were left for dead earlier this year have suddenly roared back to life. Whether that move sticks or not is still up for debate, with rates moving wildly and the prospect of at least a mild recession looming. However, what we have today is very strong up moves in growth leaders, which must be respected regardless of your view on the outlook for the rest of the year.One such growth leader is Tesla (NASDAQ:TSLA), which is up almost 60% since the bottom it made just over a month ago.StockChartsThe daily chart shows a downtrend line from the ATH that was made late last year, and which proved to be resistance in the past few trading days. I don’t believe this will be a persistent issue for Tesla, but is something that could cause a temporary delay in the rally. Once Tesla clears that downtrend line, next resistance is the prior relative high at $1,200, and then finally, the ATH near $1,250. Tesla will crest those, I believe; it is just a matter of when.The accumulation/distribution line remains tremendously strong and is at its own all-time high, indicating this rally is once again the real deal. That’s not surprising given Tesla’s prior leadership, but it’s good to see nonetheless.The PPO made its way well into bullish territory, which is a great sign for the long-term health of this bull run. It’s pulling back slightly now but remember we saw a nearly 60% move in the space of a few weeks, so it needs to come back a bit. Moves like this in the PPO show very strong bullish momentum that portends more strength in the weeks ahead.The same is true of the 14-day RSI, which reached overbought territory. That’s yet another bullish sign that shows buying momentum is strong, and after a consolidation/pullback, I fully expect this move to continue.Let’s now briefly look at the weekly chart, because I think there’s further proof we’re closer to the beginning of this rally than the end.StockChartsThe weekly PPO recently tested the centerline after being overbought for some time, and has turned higher. The last time this happened, the stock ran from just over $500 to its ATH at $1,243. That doesn’t guarantee the same sort of thing this time, but it definitely helps. Big transitions like this in weekly charts often portend bigger, longer-term moves, and that’s what I think we’re seeing in Tesla right now.Now, Tesla is in process of splitting its stock (again), a move that catalyzed the move to the ATH last year. Investors love a stock split and this is either a bullish catalyst, or no catalyst at all. In other words, the split will either produce further rallying from FOMO’ing investors, or it won’t change anything; it's not a negative catalyst. I personally don’t understand the obsession with buying splitting stocks because the actual impact to shareholders is nothing, but as I mentioned, splitting kicked off a massive rally last year, and it could do the same this time around.In addition, Tesla is due to report earnings in about three weeks, and the stock tends to rally into earnings. What happens after the report comes out is another matter, but there is a good chance this buying continues through the end of April, as Tesla is due out with earnings on the 26th.To be clear, the split and the earnings date are not part of the core bullish thesis here, but they are key short-term catalysts that could keep the stock afloat in the weeks ahead.Tesla keeps deliveringThe reason Tesla has delivered world-beating returns over the years is because, well, its business has been unbelievably strong. You don’t reach a trillion dollar valuation through luck, and the fact is that Tesla continues to outpace its competition.Seeking AlphaRevenue revisions have been a bit choppy, but over time, they go higher. Despite the fact that we’ve seen meteoric rises in revenue over the years, trend is still higher. This is what you want/need from growth stocks that you own, because the second revenue estimates begin to roll over, the stock price will follow suit. That’s why Tesla is volatile, and that volatility will remain for the foreseeable future. However, if you can stomach the up and down moves, you stand to do well over time.Tesla’s specific growth catalysts are tied to vehicle production, which it has continued to ramp over time. The company has facilities in Germany, China, and the US pumping out vehicles at ever-increasing rates, and that’s because Tesla continues to ramp production to meet ramping demand. As the company can decrease the cost of production per unit, it can either lower prices, or keep more revenue as operating profit. As we can see below, Tesla’s growth rate continues to blow past the competition globally, and as long as this is the case, Tesla’s share price will almost certainly move higher.Investor presentationIf anyone needs a reason why Tesla is valued so highly against other automakers, I believe this one chart here is all you need to understand. When a company is so dominant, the share price follows, and Tesla isn’t any different.Now, I mentioned operating profits, which Tesla has done an exemplary job of improving in recent quarters after so many years of losses. Below we have trailing-twelve-months, or TTM, operating profits as a percentage of revenue.TIKRWe know Tesla has world-beating gross margins on its cars and services, but up until a couple of years ago, that margin was spent on relatively inefficient production. Production is much more efficient now, thanks to the ramping of new factories built to produce a lot of vehicles at lower costs, and the growth in operating margins has been nothing short of outstanding.These are the kinds of margins the likes of the Big 3 and European automakers would drool over, but Tesla is doing it, with further improvements likely ahead.Operating margin growth is subject to continued growth rates in vehicle production, which lowers per-unit costs, which will be offset somewhat by rising SG&A costs, as well as input cost inflation. Batteries in particular take a lot of expensive raw materials, and with supply chain shortages and geopolitical risk of some of these commodities, Tesla isn’t immune to input cost shocks from time to time. However, on the whole, it’s employing a tried and true strategy of boosting production to lower per-unit costs, and I don’t see input cost inflation as a big derailer at the moment.Let’s now take a look at cash flow, because for many years, Tesla was cash flow negative, which created nearly constant financing issues. However, positive operating profits have fixed that issue, as we’ll see below with TTM operating cash flow and capex, both in millions of dollars.TIKRThe growth here has been exponential, and what’s interesting is that Tesla is not sitting back and collecting this new found cash; it is investing most of it. Capex was $8 billion in the TTM period, against operating cash flow of $11.5 billion, so Tesla is investing heavily in future growth while funding its operations. While that sounds like a given, for many years the company was unable to do this, and issued a huge amount of stock to fund operations. That was a headwind for shareholders, but I do think that headwind has well and truly gone.Below we have the share count and the YoY change for the past several years to see what I’m on about.TIKRYou can see some pretty massive moves in the share count over time, but the past few quarters have seen essentially no movement in the share count. For a company with a history of diluting shareholders, you cannot really say investors are out of the woods entirely. However, because Tesla has ample cash flow to invest in the business and run its operations, you have to say the incentive for Tesla to issue more shares is certainly reduced. This isn’t a tailwind for the stock, but it does effectively remove a headwind, which is sort of the same thing.Indeed, this set of conditions has enormously improved Tesla’s balance sheet, which we can measure via net debt, which is below in millions of dollars.TIKRNet debt is negative, meaning Tesla has more cash than obligations by almost $9 billion. That gives it supreme financial flexibility, which should scare competitors. Tesla was always hindered by its lack of financial flexibility, but that is no longer the case, and it can do essentially whatever it needs to do in order to compete and win.Squint to see the valueOf course, valuing a stock like this takes some faith because you’re buying a stream of future growth that may or may not occur. In Tesla’s case, I believe it is doing everything it needs to do to win in the future, but there are risks that it may not be able to overcome. We’ll get to that in a second, but for now, let’s take a look at earnings and the valuation to see what’s what.Seeking AlphaEPS revisions remain very strong, which you’d expect given the company’s ramping revenue and soaring profit margins. This virtuous cycle is incredibly lucrative for shareholders, and you can see the product of it above. As long as these lines move up and to the right, Tesla shares should do very well. I have zero concerns about this and I believe EPS revisions support an ever-higher share price.Now, let’s take a look at the valuation, which we can use price-to-sales for; it’s plotted below.TIKRThis stock is never going to be “cheap” in the traditional sense; it’s a disruptor in a gargantuan industry with world-beating growth rates. Thus, comparing it to the old-world manufacturers is useless, but we can compare it to its own history. Shares go for 13X forward sales today, which is somewhat elevated against its historical mean. The stock has been 15X forward sales or better a handful of times, but the point here is that Tesla looks pretty fairly valued to me. I don’t think it’s particularly cheap right now, which raises the risk of a consolidation or pullback to help with the valuation.One thing that’s very clear to me is that if Tesla pulls back to 10X or 11X sales, it’s a screaming buy. The times that has happened in the past were outstanding buying chances, with the most recent one being its trip to $700 earlier this year. Something to keep in mind going forward but for now, the stock looks fairly valued to me.Risks and final thoughtsThe valuation is one risk, because Tesla is much closer to the top of its historical valuation range than the bottom. That doesn’t mean it absolutely has to revisit 10X forward sales, but the point is that I think valuation expansion from here is likely limited for the time being. That increases the risk to the bulls.In addition, input cost inflation is a real threat to margins. It shouldn’t impact unit sales – unless raw materials simply become unavailable – but it is already impacting operating margins, and certainly could in the months to come. I believe the company can raise prices and/or offset some of this with manufacturing efficiencies, but input cost inflation is largely out of Tesla’s control, and is a risk to consider if you’re bullish.While I noted share issuances have decreased enormously in the past few quarters, Tesla has proven it is willing to use its stock as an ATM in the past, and that could certainly be the case going forward. Employee compensation and share issuances for corporate purposes could drive the share count ever higher over time, which dilutes shareholders, and makes it more difficult for the price to move higher.Finally, the biggest risk to Tesla is that unit sales rates fall off of their current trajectory. An automaker with a valuation of 13X forward sales is pricing in a huge amount of future growth. I don’t believe we have any reason to think we won’t see that growth, given Tesla’s history of delivering. However, it is possible the growth trajectory doesn’t meet expectations, and the share price would suffer if this were to occur. In fact, Q1 deliveries were a bit light against expectations, so it’s a real risk.Despite all of this, I still think Tesla has ample room to grow in the years to come, and I think the share price will ultimately go much higher. We’ve had a massive move in the past few weeks, and the stock looks fairly valued, so it wouldn’t be unusual to see a consolidation or pullback. However, any such event would be a chance to buy, and I’m quite bullish on Tesla despite its big move.","news_type":1},"isVote":1,"tweetType":1,"viewCount":437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765655,"gmtCreate":1646920623946,"gmtModify":1676534177146,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Guess it is time to sell off","listText":"Guess it is time to sell off","text":"Guess it is time to sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765655","repostId":"1142549326","repostType":4,"repost":{"id":"1142549326","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":1646902953,"share":"https://ttm.financial/m/news/1142549326?lang=&edition=fundamental","pubTime":"2022-03-10 17:02","market":"us","language":"en","title":"Amazon Shares Surged 7% in Premarket Trading as Stock Split News","url":"https://stock-news.laohu8.com/highlight/detail?id=1142549326","media":"Tiger Newspress","summary":"Amazon shares surged 7% in premarket trading as stock split news.Amazon Board of Directors approved ","content":"<html><head></head><body><p>Amazon shares surged 7% in premarket trading as stock split news.<img src=\"https://static.tigerbbs.com/c0384aea78a77a55c39d797713978941\" tg-width=\"797\" tg-height=\"839\" width=\"100%\" height=\"auto\"/>Amazon Board of Directors approved a 20-for-1 split of the company’s common stock, which is subject to shareholder approval of the Amendment at the 2022 Annual Meeting of Shareholders, scheduled to take place on May 25. Upon approval, each shareholder of record at the close of business on May 27 will receive 19 additional shares of common stock for every <a href=\"https://laohu8.com/S/AONE.U\">one</a> share held in their accounts on or about June 3. Trading on a split-adjusted basis will start on June 6.</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>Amazon Shares Surged 7% in Premarket Trading as Stock Split News</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\">\nAmazon Shares Surged 7% in Premarket Trading as Stock Split News\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-10 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon shares surged 7% in premarket trading as stock split news.<img src=\"https://static.tigerbbs.com/c0384aea78a77a55c39d797713978941\" tg-width=\"797\" tg-height=\"839\" width=\"100%\" height=\"auto\"/>Amazon Board of Directors approved a 20-for-1 split of the company’s common stock, which is subject to shareholder approval of the Amendment at the 2022 Annual Meeting of Shareholders, scheduled to take place on May 25. Upon approval, each shareholder of record at the close of business on May 27 will receive 19 additional shares of common stock for every <a href=\"https://laohu8.com/S/AONE.U\">one</a> share held in their accounts on or about June 3. Trading on a split-adjusted basis will start on June 6.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142549326","content_text":"Amazon shares surged 7% in premarket trading as stock split news.Amazon Board of Directors approved a 20-for-1 split of the company’s common stock, which is subject to shareholder approval of the Amendment at the 2022 Annual Meeting of Shareholders, scheduled to take place on May 25. Upon approval, each shareholder of record at the close of business on May 27 will receive 19 additional shares of common stock for every one share held in their accounts on or about June 3. Trading on a split-adjusted basis will start on June 6.","news_type":1},"isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765052,"gmtCreate":1646920502565,"gmtModify":1676534177138,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Nice read.&nbsp;","listText":"Nice read.&nbsp;","text":"Nice read.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765052","repostId":"1170616618","repostType":4,"repost":{"id":"1170616618","pubTimestamp":1646909019,"share":"https://ttm.financial/m/news/1170616618?lang=&edition=fundamental","pubTime":"2022-03-10 18:43","market":"us","language":"en","title":"Oil Prices Jump, U.S. Stock Futures Fall as Trading Remains Volatile","url":"https://stock-news.laohu8.com/highlight/detail?id=1170616618","media":"The Wall Street Journal","summary":"Economists forecast that U.S. consumer prices accelerated further in FebruaryU.S. stock futures fell and oil prices rose as investors monitored developments surrounding Ukrainian war and awaited fresh","content":"<html><head></head><body><p>Economists forecast that U.S. consumer prices accelerated further in February</p><p><img src=\"https://static.tigerbbs.com/4a136b030b27181aee2f8013b1cb17d8\" tg-width=\"1185\" tg-height=\"693\" width=\"100%\" height=\"auto\"/></p><p>U.S. stock futures fell and oil prices rose as investors monitored developments surrounding Ukrainian war and awaited fresh inflation figures.</p><p>Futures for the S&amp;P 500 declined 0.6% Thursday, while contracts for the tech-focused Nasdaq-100 fell 0.8% and futures for the Dow Jones Industrial Average were 0.7% lower. All three indexes broke a four-session losing streak Wednesday, when oil prices declined from recent highs but remained above $100 a barrel for the main U.S. and international gauge.</p><p>On Thursday, futures for Brent crude, the global oil benchmark, rose 5.4% to $117.9 a barrel. The U.S. equivalent, West Texas Intermediate, added 4.4% to $113.5.</p><p><img src=\"https://static.tigerbbs.com/ec8b060864822899a90b548ba5c97301\" tg-width=\"997\" tg-height=\"693\" width=\"100%\" height=\"auto\"/></p><p>VIX and VIXmain rose 3.1% and 2.5% separately.</p><p>Gold-main 2204 rose 0.7% to $2001.7.</p><p>Overseas, the pan-continental Stoxx Europe 600 fell 0.5%, after notching its largest daily percentage gain since March 2020 on Wednesday. The index’s banking sector fell 1.8% Thursday, as investors worry about the European economy’s exposure to Russia, and many expect that the eurozone’s central bank may hold off on raising interest rates due to the war.</p><p>“Yesterday there was this rally and already you can see profit-taking. There’s very little conviction in this market,” said Agnès Belaisch, chief European strategist at the Barings Investment Institute.</p><p>The European Central Bank will release a statement on its monetary policy and interest rates at 7:45 a.m. ET Thursday. It is expected to downgrade its forecast for economic growth and raise its outlook for inflation, which has been fueled by surging energy prices and a decline in the euro against the dollar.</p><p>The euro fell 0.2% against the dollar Thursday, to one euro buying $1.1047. The WSJ Dollar Index, which measures the greenback against a basket of currencies, edged up 0.1%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a31dfc4526c7260ca134ecbd0763d17b\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"/><span>Traders at the New York Stock Exchange.</span></p><p>Ukrainian war has injected volatility into stocks, bonds, commodities and currencies, as investors try to assess the impact of sanctions and the potential for disruptions to trade and supply chains. Uncertainty over whether the conflict will be resolved or if the war will escalate has investors closely tracking news out of the region.</p><p>High oil prices have prompted concerns that the U.S. and Europe could see sustained inflation and lower economic growth, as elevated energy prices eat away at household spending on other goods and services. U.S. consumer-price index data for February will be published at 8:30 a.m. Thursday, and economists forecast that inflation climbed further in that month, having reached a four-decade high in January.</p><p>In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.924% Thursday, from 1.946% Wednesday. Yields and prices move inversely.</p><p>Bitcoin’s dollar value dropped more than 6% Thursday from its 5 p.m. ET level Wednesday to $39,246.94. The world’s largest cryptocurrency by market value rallied Wednesday as President Biden announced an executive order to study digital currencies, a move the industry welcomed and skeptics decried as delaying necessary regulation.</p><p>Major benchmark stock indexes in Asia jumped. China’s Shanghai Composite gained 1.2%, South Korea’s Kospi jumped 2.2% and Japan’s Nikkei 225 surged 3.9%.</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>Oil Prices Jump, U.S. Stock Futures Fall as Trading Remains Volatile</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\">\nOil Prices Jump, U.S. Stock Futures Fall as Trading Remains Volatile\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/global-stocks-markets-dow-update-03-10-2022-11646901460?mod=Searchresults_pos1&page=1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Economists forecast that U.S. consumer prices accelerated further in FebruaryU.S. stock futures fell and oil prices rose as investors monitored developments surrounding Ukrainian war and awaited fresh...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stocks-markets-dow-update-03-10-2022-11646901460?mod=Searchresults_pos1&page=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","VIX":"标普500波动率指数",".DJI":"道琼斯"},"source_url":"https://www.wsj.com/articles/global-stocks-markets-dow-update-03-10-2022-11646901460?mod=Searchresults_pos1&page=1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170616618","content_text":"Economists forecast that U.S. consumer prices accelerated further in FebruaryU.S. stock futures fell and oil prices rose as investors monitored developments surrounding Ukrainian war and awaited fresh inflation figures.Futures for the S&P 500 declined 0.6% Thursday, while contracts for the tech-focused Nasdaq-100 fell 0.8% and futures for the Dow Jones Industrial Average were 0.7% lower. All three indexes broke a four-session losing streak Wednesday, when oil prices declined from recent highs but remained above $100 a barrel for the main U.S. and international gauge.On Thursday, futures for Brent crude, the global oil benchmark, rose 5.4% to $117.9 a barrel. The U.S. equivalent, West Texas Intermediate, added 4.4% to $113.5.VIX and VIXmain rose 3.1% and 2.5% separately.Gold-main 2204 rose 0.7% to $2001.7.Overseas, the pan-continental Stoxx Europe 600 fell 0.5%, after notching its largest daily percentage gain since March 2020 on Wednesday. The index’s banking sector fell 1.8% Thursday, as investors worry about the European economy’s exposure to Russia, and many expect that the eurozone’s central bank may hold off on raising interest rates due to the war.“Yesterday there was this rally and already you can see profit-taking. There’s very little conviction in this market,” said Agnès Belaisch, chief European strategist at the Barings Investment Institute.The European Central Bank will release a statement on its monetary policy and interest rates at 7:45 a.m. ET Thursday. It is expected to downgrade its forecast for economic growth and raise its outlook for inflation, which has been fueled by surging energy prices and a decline in the euro against the dollar.The euro fell 0.2% against the dollar Thursday, to one euro buying $1.1047. The WSJ Dollar Index, which measures the greenback against a basket of currencies, edged up 0.1%.Traders at the New York Stock Exchange.Ukrainian war has injected volatility into stocks, bonds, commodities and currencies, as investors try to assess the impact of sanctions and the potential for disruptions to trade and supply chains. Uncertainty over whether the conflict will be resolved or if the war will escalate has investors closely tracking news out of the region.High oil prices have prompted concerns that the U.S. and Europe could see sustained inflation and lower economic growth, as elevated energy prices eat away at household spending on other goods and services. U.S. consumer-price index data for February will be published at 8:30 a.m. Thursday, and economists forecast that inflation climbed further in that month, having reached a four-decade high in January.In bond markets, the yield on the benchmark 10-year Treasury note ticked down to 1.924% Thursday, from 1.946% Wednesday. Yields and prices move inversely.Bitcoin’s dollar value dropped more than 6% Thursday from its 5 p.m. ET level Wednesday to $39,246.94. The world’s largest cryptocurrency by market value rallied Wednesday as President Biden announced an executive order to study digital currencies, a move the industry welcomed and skeptics decried as delaying necessary regulation.Major benchmark stock indexes in Asia jumped. China’s Shanghai Composite gained 1.2%, South Korea’s Kospi jumped 2.2% and Japan’s Nikkei 225 surged 3.9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9001690941,"gmtCreate":1641227085708,"gmtModify":1676533585543,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"Good article to read. Makes me reconsider my options","listText":"Good article to read. Makes me reconsider my options","text":"Good article to read. Makes me reconsider my options","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001690941","repostId":"2200295421","repostType":4,"repost":{"id":"2200295421","pubTimestamp":1641213741,"share":"https://ttm.financial/m/news/2200295421?lang=&edition=fundamental","pubTime":"2022-01-03 20:42","market":"us","language":"en","title":"These Tech Stocks Had a Terrible 2021: Here's Why They Could Soar in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2200295421","media":"Motley Fool","summary":"These cast-off tech stocks could be in for a big catch-up rally.","content":"<html><head></head><body><p>While the <b>S&amp;P 500</b> was up about 29% in 2021 including dividends, 2021 was the rare year that the technology-heavy <b>Nasdaq Composite</b> lagged, up &#34;only&#34; 22%.</p><p>But even within the technology index, large companies such as the FAANG stocks and a few large chipmakers accounted for a lot of the gains. Starting in February and then accelerating in November, many high-growth tech stocks sold off hard, with many actually ending the year significantly in the red.</p><p>Of course, long-term tech trends aren&#39;t slowing down anytime soon. So with many high-growth names having already had big corrections, the following three tech stocks look like strong rebound candidates in 2022.</p><h2>Skillz</h2><p>Mobile gaming platform <b>Skillz</b> (NYSE:SKLZ) went public through a special-purpose acquisition company (SPAC) in December 2020, riding a wave of enthusiasm for new SPACs coming into the year. Yet after peaking in late January and early February, it&#39;s been a long, painful decline. The stock finished the year down 63%.</p><p>While Skillz probably got ahead of itself amid the speculative SPAC frenzy, its valuation seems downright prudent today, at just 7.9 times sales. While Skillz is currently not profitable, it did grow revenue 70% last quarter. And thanks to its highly efficient two-sided platform in which gamers supply revenue through buy-ins and outside developers supply gaming content, the gross margin is sky-high at 92.5%.</p><p>So why is Skillz so unprofitable? Well, as a young, fast-growing company, it&#39;s spending a ton of money on sales and marketing -- in fact, more than it&#39;s making in revenue.</p><p>Still, that sales and marketing spend is getting more efficient, growing only 56% last quarter -- lower than the 70% revenue growth. And marketing spend could get even more efficient following last summer&#39;s acquisition of Aarki, a demand-side programmatic ad platform.</p><p>Finally, Skillz CEO Andrew Paradise is putting his money where his mouth is, buying about $5 million in stock back in November, at an average price around $11.50. That&#39;s $4 higher than today&#39;s lowly price of $7.44. The low price and improving marketing efficiency could help Skillz stock regain its footing -- perhaps in a big way -- in 2022.</p><h2>Alteryx</h2><p>2021 was also unkind to data analytics software company <b>Alteryx</b> (NYSE:AYX), which saw its stock cut in half. It&#39;s a bit difficult to understand why Alteryx fell so much to a lowly valuation of just 7.8 times sales -- another relative bargain in the high-growth enterprise software industry.</p><p>While it&#39;s impossible to identify the specific cause, much probably has to do with Alteryx&#39;s odd accounting implementation of ASC-606, which came into effect in 2018. Because of the minutiae of the rule, Alteryx recognizes 35% to 40% of its software subscriptions up front, and the rest ratably over time. Alteryx has typically sold subscriptions with terms between <a href=\"https://laohu8.com/S/AONE.U\">one</a> and three years, but as a result of the pandemic, customers are now renewing their subscriptions for shorter durations. Lower contract durations means there are lower &#34;up-front&#34; payments, even though the annualized value of the contract is the same, or even better. But since the company is going its first renewal cycle since the rule change, that is causing revenue to decline -- not what you&#39;d normally associate with a software company.</p><p>Fortunately, management also gives an annualized recurring revenue (ARR) metric, which normalizes for the accounting quirks, presenting the annualized value of each current contract. Last quarter, that ARR metric grew by 29%, marking an acceleration over the prior quarter. Dollar-based net retention increased a solid 119%, while customer count grew 11% to nearly 7,700.  Those are much stronger numbers than revenue declines would suggest.</p><p>While Alteryx&#39;s data and analytics software was traditionally deployed on-premise, it&#39;s also evolving to being deployed through the cloud as well. In November, Alteryx&#39;s analytics automation software suite became available on the Amazon Web Services (AWS) marketplace. Think of AWS marketplace as a curated digital store, not unlike an iPhone&#39;s app store, but for business and enterprises, who can buy software through AWS and pay for everything under one AWS bill. The availability on the largest cloud platform&#39;s marketplace could lower friction for customers to try Alteryx in their organization.</p><p>Alteryx believes it has a large market opportunity of $49 billion, as its analytics process automation suite can help workers across multiple departments within enterprises. That&#39;s in comparison to just $578 million in ARR as of last quarter. If the market really is that big, the cloud transition and adoption on AWS could reaccelerate growth in the new year.</p><h2>II-VI</h2><p>While <b>II-VI</b> (NASDAQ:IIVI) wasn&#39;t down quite as much as the others on a full-year basis -- just 10% -- the stock is down more than 32% from all-time highs set last February.</p><p>II-VI is a leader in engineered materials for technology applications, producing lasers and optical solutions, as well as other substrates and composites used in all sorts of machines. II-VI&#39;s diverse end markets span communications, where it currently gets most of its revenue, along with industrial machines, semiconductor equipment, consumer electronics, life sciences equipment, and aerospace and defense. But perhaps its most exciting growth driver is the emerging silicon carbide market.</p><p>Because of its high conductivity and ability to withstand high temperatures, silicon carbide is a key material in power chips for electric vehicles as well as 5G base stations.  II-VI is investing heavily in this area, earmarking $1 billion over 10 years as it aims to take the lead in this high-growth market.</p><p>2022 should also see the company close on its pending acquisition of <b><a href=\"https://laohu8.com/S/COHR\">Coherent</a></b> (NASDAQ:COHR), although this is not a 100% certainty. II-VI is paying a pretty penny to acquire Coherent and will take on a lot of debt to do so. Clearly, investors have been nervous, selling the stock off for this year. But assuming the deal closes this quarter, as many analysts anticipate, II-VI can get to work on integration.</p><p>II-VI has grown to its current size through many acquisitions, so it knows how to integrate companies. Management handily beat its initial synergy targets for its most recent large acquisition of Finisair, which closed in late 2019, so there is no reason II-VI wouldn&#39;t be able meet its $250 million synergy target for Coherent.</p><p>Hopefully, 2022 will see the Coherent acquisition close and supply chain constraints easing. Supply problems have limited revenue growth this year even as II-VI&#39;s backlog has soared to a record.  With its shares trading at just 16.8 times this year&#39;s earnings estimates, II-VI is another cheap tech stock that could take off in 2022.</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>These Tech Stocks Had a Terrible 2021: Here's Why They 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\">\nThese Tech Stocks Had a Terrible 2021: Here's Why They Could Soar in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-03 20:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/03/these-tech-stocks-had-a-terrible-2021-heres-why-th/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the S&P 500 was up about 29% in 2021 including dividends, 2021 was the rare year that the technology-heavy Nasdaq Composite lagged, up \"only\" 22%.But even within the technology index, large ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/03/these-tech-stocks-had-a-terrible-2021-heres-why-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4157":"电子设备和仪器","ARR":"ARMOUR住宅房地产公司","IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","AYX":"Alteryx Inc.","SKLZ":"Skillz Inc","BK4085":"互动家庭娱乐","BK4110":"抵押房地产投资信托","BK4023":"应用软件","COHR":"COHERENT","BK4551":"寇图资本持仓","BK4148":"电子元件"},"source_url":"https://www.fool.com/investing/2022/01/03/these-tech-stocks-had-a-terrible-2021-heres-why-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200295421","content_text":"While the S&P 500 was up about 29% in 2021 including dividends, 2021 was the rare year that the technology-heavy Nasdaq Composite lagged, up \"only\" 22%.But even within the technology index, large companies such as the FAANG stocks and a few large chipmakers accounted for a lot of the gains. Starting in February and then accelerating in November, many high-growth tech stocks sold off hard, with many actually ending the year significantly in the red.Of course, long-term tech trends aren't slowing down anytime soon. So with many high-growth names having already had big corrections, the following three tech stocks look like strong rebound candidates in 2022.SkillzMobile gaming platform Skillz (NYSE:SKLZ) went public through a special-purpose acquisition company (SPAC) in December 2020, riding a wave of enthusiasm for new SPACs coming into the year. Yet after peaking in late January and early February, it's been a long, painful decline. The stock finished the year down 63%.While Skillz probably got ahead of itself amid the speculative SPAC frenzy, its valuation seems downright prudent today, at just 7.9 times sales. While Skillz is currently not profitable, it did grow revenue 70% last quarter. And thanks to its highly efficient two-sided platform in which gamers supply revenue through buy-ins and outside developers supply gaming content, the gross margin is sky-high at 92.5%.So why is Skillz so unprofitable? Well, as a young, fast-growing company, it's spending a ton of money on sales and marketing -- in fact, more than it's making in revenue.Still, that sales and marketing spend is getting more efficient, growing only 56% last quarter -- lower than the 70% revenue growth. And marketing spend could get even more efficient following last summer's acquisition of Aarki, a demand-side programmatic ad platform.Finally, Skillz CEO Andrew Paradise is putting his money where his mouth is, buying about $5 million in stock back in November, at an average price around $11.50. That's $4 higher than today's lowly price of $7.44. The low price and improving marketing efficiency could help Skillz stock regain its footing -- perhaps in a big way -- in 2022.Alteryx2021 was also unkind to data analytics software company Alteryx (NYSE:AYX), which saw its stock cut in half. It's a bit difficult to understand why Alteryx fell so much to a lowly valuation of just 7.8 times sales -- another relative bargain in the high-growth enterprise software industry.While it's impossible to identify the specific cause, much probably has to do with Alteryx's odd accounting implementation of ASC-606, which came into effect in 2018. Because of the minutiae of the rule, Alteryx recognizes 35% to 40% of its software subscriptions up front, and the rest ratably over time. Alteryx has typically sold subscriptions with terms between one and three years, but as a result of the pandemic, customers are now renewing their subscriptions for shorter durations. Lower contract durations means there are lower \"up-front\" payments, even though the annualized value of the contract is the same, or even better. But since the company is going its first renewal cycle since the rule change, that is causing revenue to decline -- not what you'd normally associate with a software company.Fortunately, management also gives an annualized recurring revenue (ARR) metric, which normalizes for the accounting quirks, presenting the annualized value of each current contract. Last quarter, that ARR metric grew by 29%, marking an acceleration over the prior quarter. Dollar-based net retention increased a solid 119%, while customer count grew 11% to nearly 7,700.  Those are much stronger numbers than revenue declines would suggest.While Alteryx's data and analytics software was traditionally deployed on-premise, it's also evolving to being deployed through the cloud as well. In November, Alteryx's analytics automation software suite became available on the Amazon Web Services (AWS) marketplace. Think of AWS marketplace as a curated digital store, not unlike an iPhone's app store, but for business and enterprises, who can buy software through AWS and pay for everything under one AWS bill. The availability on the largest cloud platform's marketplace could lower friction for customers to try Alteryx in their organization.Alteryx believes it has a large market opportunity of $49 billion, as its analytics process automation suite can help workers across multiple departments within enterprises. That's in comparison to just $578 million in ARR as of last quarter. If the market really is that big, the cloud transition and adoption on AWS could reaccelerate growth in the new year.II-VIWhile II-VI (NASDAQ:IIVI) wasn't down quite as much as the others on a full-year basis -- just 10% -- the stock is down more than 32% from all-time highs set last February.II-VI is a leader in engineered materials for technology applications, producing lasers and optical solutions, as well as other substrates and composites used in all sorts of machines. II-VI's diverse end markets span communications, where it currently gets most of its revenue, along with industrial machines, semiconductor equipment, consumer electronics, life sciences equipment, and aerospace and defense. But perhaps its most exciting growth driver is the emerging silicon carbide market.Because of its high conductivity and ability to withstand high temperatures, silicon carbide is a key material in power chips for electric vehicles as well as 5G base stations.  II-VI is investing heavily in this area, earmarking $1 billion over 10 years as it aims to take the lead in this high-growth market.2022 should also see the company close on its pending acquisition of Coherent (NASDAQ:COHR), although this is not a 100% certainty. II-VI is paying a pretty penny to acquire Coherent and will take on a lot of debt to do so. Clearly, investors have been nervous, selling the stock off for this year. But assuming the deal closes this quarter, as many analysts anticipate, II-VI can get to work on integration.II-VI has grown to its current size through many acquisitions, so it knows how to integrate companies. Management handily beat its initial synergy targets for its most recent large acquisition of Finisair, which closed in late 2019, so there is no reason II-VI wouldn't be able meet its $250 million synergy target for Coherent.Hopefully, 2022 will see the Coherent acquisition close and supply chain constraints easing. Supply problems have limited revenue growth this year even as II-VI's backlog has soared to a record.  With its shares trading at just 16.8 times this year's earnings estimates, II-VI is another cheap tech stock that could take off in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038765878,"gmtCreate":1646920582518,"gmtModify":1676534177146,"author":{"id":"4098339841401990","authorId":"4098339841401990","name":"macan_putih","avatar":"https://static.tigerbbs.com/c084f47b753251a38c70260ccb6b08cb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098339841401990","authorIdStr":"4098339841401990"},"themes":[],"htmlText":"They might need more better movies.","listText":"They might need more better movies.","text":"They might need more better movies.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038765878","repostId":"2218236991","repostType":4,"repost":{"id":"2218236991","pubTimestamp":1646905232,"share":"https://ttm.financial/m/news/2218236991?lang=&edition=fundamental","pubTime":"2022-03-10 17:40","market":"us","language":"en","title":"Even The Batman May Not Be Strong Enough to Save AMC Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2218236991","media":"TipRanks","summary":"From Thursday through Sunday, the new \"The Batman\" feature film exploded onto screens, delivering th","content":"<div>\n<p>From Thursday through Sunday, the new \"The Batman\" feature film exploded onto screens, delivering the third highest attended movie weekend of the past two years for AMC Theatres (AMC), with more than ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/even-the-batman-may-not-be-strong-enough-to-save-amc-stock/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Even The Batman May Not Be Strong Enough to Save AMC Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEven The Batman May Not Be Strong Enough to Save AMC Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/even-the-batman-may-not-be-strong-enough-to-save-amc-stock/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From Thursday through Sunday, the new \"The Batman\" feature film exploded onto screens, delivering the third highest attended movie weekend of the past two years for AMC Theatres (AMC), with more than ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/even-the-batman-may-not-be-strong-enough-to-save-amc-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","BK4547":"WSB热门概念","BK4108":"电影和娱乐"},"source_url":"https://www.tipranks.com/news/article/even-the-batman-may-not-be-strong-enough-to-save-amc-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218236991","content_text":"From Thursday through Sunday, the new \"The Batman\" feature film exploded onto screens, delivering the third highest attended movie weekend of the past two years for AMC Theatres (AMC), with more than four million tickets sold globally. It didn't hurt that, with $128.5 million it box office revenue booked over four days, \"The Batman\" easily delivered \"the most successful opening weekend of all the first installments in the Batman series of films\" (according to Quartz.com).And yet, by the evening of the Tuesday after this boffo Batman weekend, AMC's share price had fallen a stunning 17% from the share price it enjoyed on the day before the caped crusader's arrival. So did investors simply not get the memo? Are they making a mistake in not realizing that \"The Batman\" has saved the day, and AMC stock is now a \"buy?\"Not necessarily -- at least not according to Barrington's James Goss. The analyst explained that -- with Batman or without him -- AMC stock remains a pretty \"speculative\" investment, and is no sure thing.In Q4, notes Goss, AMC's revenues approached $1.2 billion, and earnings before interest, taxes, depreciation, and amortization were $159.2 million. CEO Adam Aron is being \"diligent\" about keeping costs in check, \"operating at relatively constrained hours... offering fewer showings [to] limit the impact of labor and supply challenges, while maximizing the utilization of the footprint,\" and \"negotiate[ing] with landlords, vendors and creditors [to free] up liquidity,\" the analyst opined.Aron has refinanced AMC's debt to lower interest payments and give the company some measure of \"additional flexibility.\" And he's succeeded in \"limit[ing] cash burn,\" and even managed to generate some positive operating cash flow in Q4. Combined will well-timed sales of stock to raise cash, Aron has amassed $1.5 billion in cash on the company's balance sheet (alongside, admittedly, nearly $10.8 billion in debt).All these steps, admits Goss, have resulted in \"improved... ability to sustain operations despite the challenging financial markets.\" Nevertheless, the company's financial situation remains tenuous, and the best rating Goss can bring himself to give the stock is Market Perform (i.e. Hold) -- without making any promises on the stock's price target.What might AMC do to turn that \"market perform\" rating into a \"market outperform?\" The analyst notes that the CEO has \"outlined a number of initiatives designed to create a more diverse business model beyond its core theatrical exhibition operations.\" The company might, for example, issue co-branded credit cards to create new revenue streams and bolster customer loyalty to AMC. Or it might create its own cryptocurrency. (AMC has already introduced a series of Non Fungible Tokens for sale). AMC might even sell \"AMC branded popcorn\" in grocery stores \"in packaged or microwavable forms.\" (Don't laugh. Goss says that could actually be \"a substantial business.\")As the analyst muses hopefully, \"there is always a possibility that one or more [of these ideas] may gain traction.\" In the meantime, however, investors should probably expect AMC to keep losing money while it seeks such traction. In Goss's estimation, the earliest AMC might conceivably turn profitable again is... 2025.Looking at the consensus breakdown, the bears have it. Based on 3 Holds and 2 Sells received in the last three months, the word on the Street is that AMC is a Moderate Sell. At $9.83, the average price target suggests shares will be changing hands at ~38% discount a year from now. To find good ideas for stocks trading at attractive valuations, visit TipRanks’ Best Stocks to Buy, a newly launched tool that unites all of TipRanks’ equity insights.Disclaimer: The opinions expressed in this article are solely those of the featured analysts. The content is intended to be used for informational purposes only. It is very important to do your own analysis before making any investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}