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June C

June C

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2022-01-31

Totally agree.. it's going to be challenging year for EV

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2022-02-02

Is it a good time to buy the dip?

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2022-01-28

Wow

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2022-05-16

Agree..

Apple: One Big Time Sale

2022-02-11

I bought!

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2022-01-10

I can’t decide..

Better Buy: Roblox vs. Apple

2022-01-07

Should we?

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2022-01-05

Interested to see how it plays out

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

2022-01-18

I like this stock too

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2022-01-05

Impossible meat might be the future

Beyond Meat Stock Jumped 8% in Premarket Trading

2022-01-31

Investor or trader?

Is It Time to Bail out of the Stock Market? Wild Price Swings Are Shaking the Resolve of Some Investors

2022-01-14

Should I buy at $80?

Down 15% Already in 2022, Is This Metaverse Stock a Buy?

Go to Tiger App to see more news

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Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092187198,"gmtCreate":1644554787612,"gmtModify":1676533940832,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I bought!&nbsp;","listText":"I bought!&nbsp;","text":"I bought!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092187198","repostId":"1113677136","repostType":2,"repost":{"id":"1113677136","pubTimestamp":1644543742,"share":"https://ttm.financial/m/news/1113677136?lang=&edition=fundamental","pubTime":"2022-02-11 09:42","market":"us","language":"en","title":"Could Meta Platforms Stock Double Over the Next 12 Months?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113677136","media":"Motley Fool","summary":"One analyst thinks so.","content":"<html><head></head><body><p><b>Key Points</b></p><ul><li>This analyst has a $466 price target on Meta Platforms stock.</li><li>The stock&#39;s post-earnings sell-off may be overdone.</li><li>Meta Platforms stock now has a price-to-earnings ratio of just 17.</li></ul><p>Shares of Facebook-parent <b>Meta Platforms</b>(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company&#39;s disappointing third-quarter update and management&#39;s dismal guidance for Q1.</p><p>The question on many investors&#39; minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a <i>compelling</i> one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a &#34;strong buy,&#34; reiterating a $466 12-month price target.</p><p>Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1a3029769a20941e96ddc71b5548019\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><b>Meta Platforms has a history of conservative guidance</b></p><p>The main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner&#39;s guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company&#39;s 20% revenue growth in Q4. Further, management said in Meta Platforms&#39; fourth-quarter earnings call that it&#39;s a &#34;multiyear development journey&#34; for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by <b>Apple</b>&#39;s recent iOS updates.</p><p>But investors should note that Wehner has a long history of being overly conservative. Consider Wehner&#39;s repeated calls in 2017 for advertising-revenue growth to &#34;come down meaningfully&#34; in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.</p><p>While past results are certainly no indication of future results, it&#39;s a fair statement to say that Meta&#39;s guidance typically errs on the side of conservatism.</p><p>The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street&#39;s sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.</p><p><b>A compelling valuation</b></p><p>Today, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.</p><p>Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.</p><p>While a doubling of the stock in just 12 months is unlikely, it&#39;s certainly possible. Even if the company&#39;s earnings per share don&#39;t grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn&#39;t out of the question.</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>Could Meta Platforms Stock Double Over the Next 12 Months?</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\">\nCould Meta Platforms Stock Double Over the Next 12 Months?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-11 09:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/02/10/could-meta-platforms-stock-double-over-the-next-12/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113677136","content_text":"Key PointsThis analyst has a $466 price target on Meta Platforms stock.The stock's post-earnings sell-off may be overdone.Meta Platforms stock now has a price-to-earnings ratio of just 17.Shares of Facebook-parent Meta Platforms(NASDAQ:FB) have been absolutely clobbered this year. The stock is down about 30% so far in 2022. Most of this decline, of course, was caused by the company's disappointing third-quarter update and management's dismal guidance for Q1.The question on many investors' minds is whether this pullback in the tech-stock price represents a buying opportunity. At least one analyst thinks this is not just a buying opportunity -- but a compelling one. On Wednesday, Tigress Financial analyst Ivan Feinseth called the stock a \"strong buy,\" reiterating a $466 12-month price target.Given where Meta Platforms stock is trading as of this writing, this represents just over 100% upside for shares. Is this analyst onto something?IMAGE SOURCE: GETTY IMAGES.Meta Platforms has a history of conservative guidanceThe main thing that spooked investors when Meta Platforms reported its fourth-quarter results was CFO David Wehner's guidance for revenue to grow just 3%-11% year over year in Q1. This would mark a big slowdown from the company's 20% revenue growth in Q4. Further, management said in Meta Platforms' fourth-quarter earnings call that it's a \"multiyear development journey\" for the company to rebuild its advertising measurement and targeting systems to fully address new challenges presented on these fronts by Apple's recent iOS updates.But investors should note that Wehner has a long history of being overly conservative. Consider Wehner's repeated calls in 2017 for advertising-revenue growth to \"come down meaningfully\" in the second half of the year, relative to the 50% growth levels it was averaging previously. Yet revenue increased 49% year over year in both the third and fourth quarter of 2017. This compared to 51% and 47% respective growth in advertising revenue in the first and second quarters of 2017.While past results are certainly no indication of future results, it's a fair statement to say that Meta's guidance typically errs on the side of conservatism.The fact that Meta may be guiding conservatively is one reason Feinseth is likely reiterating a buy rating for the stock after its post-earnings crash. The Street's sell-off of an already attractively valued stock may have just created an outstanding buying opportunity for investors willing to see through to the other side of this storm.A compelling valuationToday, Meta has a price-to-earnings ratio of just 17. For a company as profitable as Facebook and with a bigger network effect than any other social network in the world, this valuation is compelling. A buying opportunity in a market leader like this may not last.Sure, investors should keep an eye on how growth fares in the coming quarters. If revenue in Q1 really does grow 11% or less year over year, and if quarterly guidance is bleak once again, this may be cause for concern. But it may be worth starting a position in the stock at this lower valuation, as the cheap valuation arguably prices in a lot of the risks for the company.While a doubling of the stock in just 12 months is unlikely, it's certainly possible. Even if the company's earnings per share don't grow over the next 12 months (an unlikely outcome), all that would need to happen for the stock to double is a price-to-earnings multiple expansion from 17 to 34. If Meta proves that current headwinds are only temporary, an outcome like this isn't out of the question.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091155543,"gmtCreate":1643812753140,"gmtModify":1676533858906,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Is it a good time to buy the dip?","listText":"Is it a good time to buy the dip?","text":"Is it a good time to buy the dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091155543","repostId":"1116723156","repostType":2,"repost":{"id":"1116723156","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":1643812454,"share":"https://ttm.financial/m/news/1116723156?lang=&edition=fundamental","pubTime":"2022-02-02 22:34","market":"us","language":"en","title":"PayPal shares dive 22% after company blames inflation for weak guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1116723156","media":"Tiger Newspress","summary":"PayPal shares dive 22% after company blames inflation for weak guidance.","content":"<html><head></head><body><p>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>PayPal shares dive 22% after company blames inflation for weak guidance</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\">\nPayPal shares dive 22% after company blames inflation for weak guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-02-02 22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>PayPal shares dive 22% after company blames inflation for weak guidance.<img src=\"https://static.tigerbbs.com/09aab62578244f6c6518a554a97e43a2\" tg-width=\"709\" tg-height=\"591\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116723156","content_text":"PayPal shares dive 22% after company blames inflation for weak guidance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093643356,"gmtCreate":1643621864082,"gmtModify":1676533837153,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Totally agree.. it's going to be challenging year for EV","listText":"Totally agree.. it's going to be challenging year for EV","text":"Totally agree.. it's going to be challenging year for EV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093643356","repostId":"2207760807","repostType":2,"repost":{"id":"2207760807","pubTimestamp":1643585721,"share":"https://ttm.financial/m/news/2207760807?lang=&edition=fundamental","pubTime":"2022-01-31 07:35","market":"us","language":"en","title":"How Tesla's Record Earnings Impact Lucid and Rivian","url":"https://stock-news.laohu8.com/highlight/detail?id=2207760807","media":"Motley Fool","summary":"The EV industry is gearing up for a potentially challenging 2022.","content":"<html><head></head><body><p>The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn&#39;t be truer. In a little over three years, we&#39;ve seen three major sell-offs that all transpired in a matter of weeks. They are the U.S.-China trade war sell-off in late 2018, the COVID-19 pandemic induced sell-off in March 2020, and now the current sell-off.</p><p>Despite reporting record earnings after market close on Wednesday, <b>Tesla</b> (NASDAQ:TSLA) and other electric car companies like <b>Lucid Group</b> (NASDAQ:LCID) and <b>Rivian Automotive</b> (NASDAQ:RIVN) saw their stock prices tumble on Thursday and Friday. Here&#39;s how Tesla&#39;s results and management&#39;s commentary affect Lucid and Rivian.</p><p><img src=\"https://static.tigerbbs.com/d76cafebd7d75914ac0ea51c086975ad\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Tesla.</p><h2>Lucid isn&#39;t immune from a potentially challenging year for the auto industry</h2><p><b>Daniel Foelber (Lucid): </b>If you&#39;re new to investing, it can seem confusing when an industry-leading company like Tesla reports incredibly impressive results, but its stock price gets crushed anyway. Some of that has to do with expectations leading into the report. But most of the time, it has to do with management&#39;s guidance for the quarters to come.</p><p>There&#39;s no denying that Tesla&#39;s business is in its best shape of all time. It delivered 87% more vehicles in 2021 than in 2020, grew year-over-year full-year revenue by 71%, earned $5.52 billion in net income, and generated over $5 billion in free cash flow despite incurring more than double the capital expenditures in 2021 compared to 2020 due to factory build-outs in Texas and Germany.</p><p>It also finished 2021 with a full-year operating margin of 12.1% and a record-high quarterly operating margin of 14.7%. Tesla&#39;s industry-leading operating margin continues to be <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the company&#39;s biggest competitive advantages. It is the result of strong demand for its vehicles, virtually nonexistent advertising costs, and production efficiency.</p><p>However, there were some major red flags in the earnings report and conference call. The operating margin could have been a few percentage points higher if it weren&#39;t for massive stock-based compensation for CEO Elon Musk, higher logistical costs due to supply chain issues, and higher costs for parts and services due to inflation. Tesla, which had been navigating the global chip shortage arguably better than other automakers, signaled that it now expects the issue to persist throughout 2022. &#34;In 2022, [the] supply chain will continue to be the fundamental limiter of output across all factories,&#34; said Musk during the company&#39;s Q4 2021 earnings call on Wednesday.</p><p>Tesla&#39;s results and management&#39;s commentary indicate that other companies like Lucid could have a difficult time getting their production off the ground in 2022. As of Q3 2021, Lucid reported over 17,000 reservations across the four trims of its Air luxury electric sedan line, so the demand is clearly there for it to reach its goal to produce and deliver 20,000 vehicles this year. However, Lucid only began delivering its most expensive version of the Air, the Air Dream Edition, in late October and has yet to announce meaningful deliveries of the second most expensive option, the Grand Touring. Tesla&#39;s cost concerns could indicate that Lucid will face challenges and higher than expected input costs as it attempts to produce low volumes of four different versions of the Air.</p><p>Another point of concern is shipping and logistics costs. Lacking a sophisticated distribution system, Lucid could face bottlenecks on the customer delivery side of its business as it attempts to ship vehicles across the country.</p><p>In sum, supply chain challenges and an ongoing chip shortage are serious threats that could impede Lucid from hitting its 2022 goals. Or even if it does, it could deplete its cash position much quicker than expected.</p><h2>Rivian&#39;s situation isn&#39;t like Tesla&#39;s, but there&#39;s some overlap</h2><p><b>John Rosevear (Rivian): </b>This might be oversimplified, but I see two big takeaways from Tesla&#39;s fourth-quarter earnings report.</p><ul><li>Tesla&#39;s getting good prices for its vehicles right now, and that drove nice operating margins last quarter.</li><li>Tesla is facing some big challenges in the near term, including rising competition, supply chain woes, and a new-product drought. </li></ul><p>The first bullet point won&#39;t be a factor for Rivian for a while. It&#39;ll be at least a couple of years before the company has the scale to generate positive operating margins, much less Tesla-sized ones. </p><p>But that said, Rivian is facing its own challenges in the near term, and some of them do overlap with Tesla&#39;s.</p><p>Like Tesla (and just about every other automaker), Rivian has been struggling with supplier issues amid the ongoing COVID-19 pandemic and a related global shortage of automotive-grade semiconductors. Those supply chain woes caused Rivian to miss its own modest 2021 production guidance: Rivian had told investors that it expected to build about 1,200 vehicles in 2021, but it was able to complete just 1,015 before year-end. </p><p>(I think that miss is no big deal in context, but Rivian&#39;s communications around it could have been better. Let&#39;s hope that&#39;s a lesson learned.) </p><p>What about competition? Tesla&#39;s stock is priced for absolute global domination; any signs that the &#34;legacy&#34; automakers can build competitive electric vehicles at scale are arguably bearish. Rivian, to its immense credit, doesn&#39;t have that problem — first, because nobody is expecting Rivian to sell 20 million vehicles a year any time soon, and second, because it has staked out an interesting, profitable, and unique niche with its first two products. </p><p><img src=\"https://static.tigerbbs.com/b2f7cfc93024188585b3402c34113671\" tg-width=\"700\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Rivian&#39;s R1T pickup and the related R1S SUV are aimed at an upscale, outdoorsy crowd -- a market niche that the company might have to itself for a while. Image source: Rivian Automotive.</p><p>Simply put, Rivian is courting the kinds of customers who might also be drawn to upscale apparel maker Patagonia. Like Patagonia, Rivian&#39;s products are premium-priced, tailored for an outdoor lifestyle, and well-made. While other automakers offer products that occupy somewhat similar spaces in the market, nobody has aimed directly at that niche like Rivian — and certainly not with pure-electric vehicles. </p><p>To be clear, that&#39;s not a moat. In time, if Rivian is successful, direct competition will arrive, just as it&#39;s arriving now for Tesla. But that will probably take at least a few years. That&#39;s time that Rivian can use to turn its promising start into a sustainable business — just like Tesla did with its original Model S and Model X. </p><h2>Two exciting companies that are worth following</h2><p>Lucid and Rivian remain high-risk, high-reward options in the EV space. Share prices of both companies are down over 60% from all-time highs. But to be clear, Lucid&#39;s $44 billion valuation and Rivian&#39;s $49 billion valuation are still extremely expensive for companies that are years away from positive operating income. </p><p>However, the market is different today than it used to be. Lucid and Rivian both have tons of cash on their balance sheets. As long as the investment thesis remains intact, both companies should find it easier to raise more cash if needed -- a luxury Tesla wasn&#39;t afforded when it was building out its business a few years ago. That&#39;s because industry sentiment has shifted in favor of EV investment. Even the legacy automakers are seeing the potential in EVs -- and investing billions accordingly. </p><p>For investors that have been waiting to pick up shares of Lucid and Rivian, now good be a good time to open a starter position, but only if you&#39;re OK with the stock falling much further and waiting years for the investment thesis to play out.</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>How Tesla's Record Earnings Impact Lucid and Rivian</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\">\nHow Tesla's Record Earnings Impact Lucid and Rivian\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-31 07:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn't be truer. In a little over three years, we've seen three major sell-offs that all...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2022/01/30/how-teslas-record-earnings-impact-lucid-and-rivian/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207760807","content_text":"The old saying that the U.S. stock market goes up more than it goes down but goes down faster than it goes up couldn't be truer. In a little over three years, we've seen three major sell-offs that all transpired in a matter of weeks. They are the U.S.-China trade war sell-off in late 2018, the COVID-19 pandemic induced sell-off in March 2020, and now the current sell-off.Despite reporting record earnings after market close on Wednesday, Tesla (NASDAQ:TSLA) and other electric car companies like Lucid Group (NASDAQ:LCID) and Rivian Automotive (NASDAQ:RIVN) saw their stock prices tumble on Thursday and Friday. Here's how Tesla's results and management's commentary affect Lucid and Rivian.Image source: Tesla.Lucid isn't immune from a potentially challenging year for the auto industryDaniel Foelber (Lucid): If you're new to investing, it can seem confusing when an industry-leading company like Tesla reports incredibly impressive results, but its stock price gets crushed anyway. Some of that has to do with expectations leading into the report. But most of the time, it has to do with management's guidance for the quarters to come.There's no denying that Tesla's business is in its best shape of all time. It delivered 87% more vehicles in 2021 than in 2020, grew year-over-year full-year revenue by 71%, earned $5.52 billion in net income, and generated over $5 billion in free cash flow despite incurring more than double the capital expenditures in 2021 compared to 2020 due to factory build-outs in Texas and Germany.It also finished 2021 with a full-year operating margin of 12.1% and a record-high quarterly operating margin of 14.7%. Tesla's industry-leading operating margin continues to be one of the company's biggest competitive advantages. It is the result of strong demand for its vehicles, virtually nonexistent advertising costs, and production efficiency.However, there were some major red flags in the earnings report and conference call. The operating margin could have been a few percentage points higher if it weren't for massive stock-based compensation for CEO Elon Musk, higher logistical costs due to supply chain issues, and higher costs for parts and services due to inflation. Tesla, which had been navigating the global chip shortage arguably better than other automakers, signaled that it now expects the issue to persist throughout 2022. \"In 2022, [the] supply chain will continue to be the fundamental limiter of output across all factories,\" said Musk during the company's Q4 2021 earnings call on Wednesday.Tesla's results and management's commentary indicate that other companies like Lucid could have a difficult time getting their production off the ground in 2022. As of Q3 2021, Lucid reported over 17,000 reservations across the four trims of its Air luxury electric sedan line, so the demand is clearly there for it to reach its goal to produce and deliver 20,000 vehicles this year. However, Lucid only began delivering its most expensive version of the Air, the Air Dream Edition, in late October and has yet to announce meaningful deliveries of the second most expensive option, the Grand Touring. Tesla's cost concerns could indicate that Lucid will face challenges and higher than expected input costs as it attempts to produce low volumes of four different versions of the Air.Another point of concern is shipping and logistics costs. Lacking a sophisticated distribution system, Lucid could face bottlenecks on the customer delivery side of its business as it attempts to ship vehicles across the country.In sum, supply chain challenges and an ongoing chip shortage are serious threats that could impede Lucid from hitting its 2022 goals. Or even if it does, it could deplete its cash position much quicker than expected.Rivian's situation isn't like Tesla's, but there's some overlapJohn Rosevear (Rivian): This might be oversimplified, but I see two big takeaways from Tesla's fourth-quarter earnings report.Tesla's getting good prices for its vehicles right now, and that drove nice operating margins last quarter.Tesla is facing some big challenges in the near term, including rising competition, supply chain woes, and a new-product drought. The first bullet point won't be a factor for Rivian for a while. It'll be at least a couple of years before the company has the scale to generate positive operating margins, much less Tesla-sized ones. But that said, Rivian is facing its own challenges in the near term, and some of them do overlap with Tesla's.Like Tesla (and just about every other automaker), Rivian has been struggling with supplier issues amid the ongoing COVID-19 pandemic and a related global shortage of automotive-grade semiconductors. Those supply chain woes caused Rivian to miss its own modest 2021 production guidance: Rivian had told investors that it expected to build about 1,200 vehicles in 2021, but it was able to complete just 1,015 before year-end. (I think that miss is no big deal in context, but Rivian's communications around it could have been better. Let's hope that's a lesson learned.) What about competition? Tesla's stock is priced for absolute global domination; any signs that the \"legacy\" automakers can build competitive electric vehicles at scale are arguably bearish. Rivian, to its immense credit, doesn't have that problem — first, because nobody is expecting Rivian to sell 20 million vehicles a year any time soon, and second, because it has staked out an interesting, profitable, and unique niche with its first two products. Rivian's R1T pickup and the related R1S SUV are aimed at an upscale, outdoorsy crowd -- a market niche that the company might have to itself for a while. Image source: Rivian Automotive.Simply put, Rivian is courting the kinds of customers who might also be drawn to upscale apparel maker Patagonia. Like Patagonia, Rivian's products are premium-priced, tailored for an outdoor lifestyle, and well-made. While other automakers offer products that occupy somewhat similar spaces in the market, nobody has aimed directly at that niche like Rivian — and certainly not with pure-electric vehicles. To be clear, that's not a moat. In time, if Rivian is successful, direct competition will arrive, just as it's arriving now for Tesla. But that will probably take at least a few years. That's time that Rivian can use to turn its promising start into a sustainable business — just like Tesla did with its original Model S and Model X. Two exciting companies that are worth followingLucid and Rivian remain high-risk, high-reward options in the EV space. Share prices of both companies are down over 60% from all-time highs. But to be clear, Lucid's $44 billion valuation and Rivian's $49 billion valuation are still extremely expensive for companies that are years away from positive operating income. However, the market is different today than it used to be. Lucid and Rivian both have tons of cash on their balance sheets. As long as the investment thesis remains intact, both companies should find it easier to raise more cash if needed -- a luxury Tesla wasn't afforded when it was building out its business a few years ago. That's because industry sentiment has shifted in favor of EV investment. Even the legacy automakers are seeing the potential in EVs -- and investing billions accordingly. For investors that have been waiting to pick up shares of Lucid and Rivian, now good be a good time to open a starter position, but only if you're OK with the stock falling much further and waiting years for the investment thesis to play out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093640251,"gmtCreate":1643621520016,"gmtModify":1676533836919,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Investor or trader?","listText":"Investor or trader?","text":"Investor or trader?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093640251","repostId":"2207011268","repostType":2,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099500096,"gmtCreate":1643378890658,"gmtModify":1676533813235,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099500096","repostId":"1181284641","repostType":2,"repost":{"id":"1181284641","pubTimestamp":1643367799,"share":"https://ttm.financial/m/news/1181284641?lang=&edition=fundamental","pubTime":"2022-01-28 19:03","market":"us","language":"en","title":"Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney","url":"https://stock-news.laohu8.com/highlight/detail?id=1181284641","media":"Benzinga","summary":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc","content":"<html><head></head><body><p><b>Cathie Wood</b>-led <b>Ark Investment Management</b> on Thursday nearly shed all of its exposure in <b>Netflix Inc</b> and also sold shares in rival entertainment giant <b>Walt Disney Co</b>.</p><p>The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.</p><p>With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.</p><p>The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the <b>Ark Space Exploration &amp; Innovation ETF</b>(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.</p><p>ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.</p><p>Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.</p><p>The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.</p><p>Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.</p><p>Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.</p><p>Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.</p><p>The investment company owns Walt Disney shares via the <b>Ark Next Generation Internet ETF</b> and no other Ark ETF has an exposure to the stock.</p><p>Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Nearly Exits Netflix Stake, Also Sells $4M Shares In Rival Disney\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm ...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","NFLX":"奈飞"},"source_url":"https://www.benzinga.com/news/22/01/25274270/cathie-wood-nearly-exits-netflix-stake-also-sells-4m-shares-in-rival-disney","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181284641","content_text":"Cathie Wood-led Ark Investment Management on Thursday nearly shed all of its exposure in Netflix Inc and also sold shares in rival entertainment giant Walt Disney Co.The popular money managing firm sold 2,171 shares — estimated to be worth $839,525— in Netflix on the day shares of the company closed 7.5% higher at $386.7 a share. The stock is down 35.3% year-to-date.With the latest sale, Ark Invest owns a little over 100 shares in the video streaming giant.The St. Petersburg, Florida-based Ark Invest sold shares in the video streaming company via the Ark Space Exploration & Innovation ETF(BATS:ARKX). No other Ark Invest ETF currently owns shares in Netflix.ARKX held 2,274 shares — worth $817,957 — in Netflix, prior to Thursday’s trade.Netflix stock plummeted last week after fourth quarter results missed subscriber growth expectations slightly, and the company guided to much lower growth in the first quarter.The money managing firm also sold 32,249 shares— estimated to be worth $4.36 million— in media and entertainment company Walt Disney.Disney shares closed 1.36% higher at $135.4 a share on Thursday. The stock is down 13.6% so far this year.Ark Invest has been selling shares in Walt Disney since November. Just last month, the firm lowered its exposure in Walt Disney by 25%.Wood’s firm first bought shares in Walt Disney in May last year when analysts pointed to benefits from the reopening of theme parks after governments across the world doubled down on COVID-19 vaccination efforts.The investment company owns Walt Disney shares via the Ark Next Generation Internet ETF and no other Ark ETF has an exposure to the stock.Ark Invest held a total of 240,163 shares — worth about $32 million — in Walt Disney stock, ahead of Thursday’s trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004950674,"gmtCreate":1642482040452,"gmtModify":1676533714615,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I like this stock too","listText":"I like this stock too","text":"I like this stock too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004950674","repostId":"2204077940","repostType":2,"repost":{"id":"2204077940","pubTimestamp":1642465613,"share":"https://ttm.financial/m/news/2204077940?lang=&edition=fundamental","pubTime":"2022-01-18 08:26","market":"us","language":"en","title":"My Best Metaverse Stock for 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2204077940","media":"Motley Fool","summary":"This cheap tech stock could help build the metaverse.","content":"<html><head></head><body><p>Shares of <b>Micron Technology</b> (NASDAQ:MU) have rallied impressively over the past three months as investors and Wall Street have warmed up to the fact that the demand for memory chips is going to remain strong in 2022 and beyond, thanks to several applications ranging from computers to consoles to data centers.</p><p>However, there&#39;s <a href=\"https://laohu8.com/S/AONE.U\">one</a> more catalyst for Micron Technology that investors may have overlooked -- the metaverse. Let&#39;s see how this hot tech trend could give Micron a nice boost in 2022 -- and in the long run -- and amplify the company&#39;s growth prospects.</p><p><img src=\"https://static.tigerbbs.com/5df4a93c8be1aeda13b7d2b5f593028b\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The metaverse can boost memory demand</h2><p>Wall Street sees the metaverse creating the need for more storage. Lee Seung-woo of South Korea-based securities firm Eugene Investment &amp; Securities in a note to investors  said that &#34;memory chips constitute a core infrastructure of [the] metaverse.&#34; Jeff Kim, an analyst at South Korean investment bank KB Securities, also points out that memory demand would increase as companies building the metaverse spend money to upgrade data center servers.</p><p>As it turns out, the metaverse would require more hyperscale data centers and edge data centers, as huge amounts of data will be shared between several end points in real-time. Imagine that you&#39;re in a virtual office inside the metaverse along with your colleagues. The data center will have to process the activities taking place inside that virtual office and deliver the same in real-time to all the users to ensure a seamless experience.</p><p>This would create a massive load on the data centers that are currently geared to tackle meetings conducted through methods such as videoconferencing, where the users simply look at a screen to interact. Simply put, the metaverse needs accelerated computing to cater to the needs of this emerging tech trend, which would create the demand for more DRAM (dynamic random-access memory).</p><p>That&#39;s because DRAM plays a critical role in enabling high-performance computing (HPC) as it reduces latency and allows the server processors to quickly access the data flowing into the data center. DRAM will help improve the computing power of data centers as well as the deployment of metaverse applications.</p><p>As a result, don&#39;t be surprised to see the DRAM market grow at a faster pace than what analysts are currently estimating right now. According to third-party estimates, the global DRAM market could generate $173 billion in revenue by 2026, as compared to $105 billion in 2020, indicating that Micron is sitting on a secular growth opportunity.</p><h2>Why Micron Technology is a top metaverse stock to buy right now</h2><p>Micron Technology has been delivering outstanding results consistently thanks to this healthy memory demand and pricing environment.</p><p><img src=\"https://static.tigerbbs.com/fefd85d8ed1545a84308f5f9b93d0b1a\" tg-width=\"720\" tg-height=\"387\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>MU data by YCharts</p><p>Things are about to get better for Micron on account of the memory boom, and the metaverse is going to add to the company&#39;s existing growth drivers. Not surprisingly, analysts are upbeat about Micron&#39;s future. Estimates compiled by Yahoo! Finance project that Micron&#39;s revenue could grow at a faster pace of 20% in the next fiscal year, as compared to the current fiscal 2022&#39;s estimated growth of 16%.</p><p>The bottom-line forecasts also paint a rosy picture, with fiscal 2022 earnings expected to increase 47% over last year, while fiscal 2023 earnings are expected to jump nearly 30%. It is also worth noting that 23 of the 30 analysts covering Micron stock have raised their fiscal 2022 earnings estimates over the past month, while 23 of the 29 analysts covering the stock for fiscal 2023 have made a similar move.</p><p>What&#39;s more, the company&#39;s long-term earnings growth forecast is also quite robust, at 23.8%. Given Micron&#39;s impressive growth so far and its bright prospects, buying this tech stock looks like a no-brainer, as it is trading at just 16 times trailing earnings and 9 times forward earnings. This makes it cheaper than the <b>S&amp;P 500</b>, which has an earnings multiple of 28.8.</p><p>Throw in a potential catalyst such as the metaverse, and investors looking to buy a dirt-cheap growth stock have more reasons to load up on shares of Micron Technology.</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>My Best Metaverse Stock for 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\">\nMy Best Metaverse Stock for 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 08:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/17/my-best-metaverse-stock-for-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Micron Technology (NASDAQ:MU) have rallied impressively over the past three months as investors and Wall Street have warmed up to the fact that the demand for memory chips is going to remain...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/17/my-best-metaverse-stock-for-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/01/17/my-best-metaverse-stock-for-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204077940","content_text":"Shares of Micron Technology (NASDAQ:MU) have rallied impressively over the past three months as investors and Wall Street have warmed up to the fact that the demand for memory chips is going to remain strong in 2022 and beyond, thanks to several applications ranging from computers to consoles to data centers.However, there's one more catalyst for Micron Technology that investors may have overlooked -- the metaverse. Let's see how this hot tech trend could give Micron a nice boost in 2022 -- and in the long run -- and amplify the company's growth prospects.Image source: Getty Images.The metaverse can boost memory demandWall Street sees the metaverse creating the need for more storage. Lee Seung-woo of South Korea-based securities firm Eugene Investment & Securities in a note to investors  said that \"memory chips constitute a core infrastructure of [the] metaverse.\" Jeff Kim, an analyst at South Korean investment bank KB Securities, also points out that memory demand would increase as companies building the metaverse spend money to upgrade data center servers.As it turns out, the metaverse would require more hyperscale data centers and edge data centers, as huge amounts of data will be shared between several end points in real-time. Imagine that you're in a virtual office inside the metaverse along with your colleagues. The data center will have to process the activities taking place inside that virtual office and deliver the same in real-time to all the users to ensure a seamless experience.This would create a massive load on the data centers that are currently geared to tackle meetings conducted through methods such as videoconferencing, where the users simply look at a screen to interact. Simply put, the metaverse needs accelerated computing to cater to the needs of this emerging tech trend, which would create the demand for more DRAM (dynamic random-access memory).That's because DRAM plays a critical role in enabling high-performance computing (HPC) as it reduces latency and allows the server processors to quickly access the data flowing into the data center. DRAM will help improve the computing power of data centers as well as the deployment of metaverse applications.As a result, don't be surprised to see the DRAM market grow at a faster pace than what analysts are currently estimating right now. According to third-party estimates, the global DRAM market could generate $173 billion in revenue by 2026, as compared to $105 billion in 2020, indicating that Micron is sitting on a secular growth opportunity.Why Micron Technology is a top metaverse stock to buy right nowMicron Technology has been delivering outstanding results consistently thanks to this healthy memory demand and pricing environment.MU data by YChartsThings are about to get better for Micron on account of the memory boom, and the metaverse is going to add to the company's existing growth drivers. Not surprisingly, analysts are upbeat about Micron's future. Estimates compiled by Yahoo! Finance project that Micron's revenue could grow at a faster pace of 20% in the next fiscal year, as compared to the current fiscal 2022's estimated growth of 16%.The bottom-line forecasts also paint a rosy picture, with fiscal 2022 earnings expected to increase 47% over last year, while fiscal 2023 earnings are expected to jump nearly 30%. It is also worth noting that 23 of the 30 analysts covering Micron stock have raised their fiscal 2022 earnings estimates over the past month, while 23 of the 29 analysts covering the stock for fiscal 2023 have made a similar move.What's more, the company's long-term earnings growth forecast is also quite robust, at 23.8%. Given Micron's impressive growth so far and its bright prospects, buying this tech stock looks like a no-brainer, as it is trading at just 16 times trailing earnings and 9 times forward earnings. This makes it cheaper than the S&P 500, which has an earnings multiple of 28.8.Throw in a potential catalyst such as the metaverse, and investors looking to buy a dirt-cheap growth stock have more reasons to load up on shares of Micron Technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005912100,"gmtCreate":1642140585016,"gmtModify":1676533685981,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Should I buy at $80?","listText":"Should I buy at $80?","text":"Should I buy at $80?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005912100","repostId":"1194290313","repostType":2,"repost":{"id":"1194290313","pubTimestamp":1642087803,"share":"https://ttm.financial/m/news/1194290313?lang=&edition=fundamental","pubTime":"2022-01-13 23:30","market":"us","language":"en","title":"Down 15% Already in 2022, Is This Metaverse Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194290313","media":"Motley Fool","summary":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. Th","content":"<html><head></head><body><p>While 2021 was very good to <b>Roblox</b>(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.</p><p>Part of the drop can be attributed to some investor concern heading into 2022 about Roblox&#39;s rich valuation. Let&#39;s look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c7699742042e6778c9a2fe3f20c4be\" tg-width=\"1126\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX &#34;METAVERSE.&#34; IMAGE SOURCE: ROBLOX.</span></p><p><b>Roblox is maintaining its user growth momentum</b></p><p>The Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That&#39;s 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That&#39;s impressive.</p><p>If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.</p><p>Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.</p><p>The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That&#39;s remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.</p><p>The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.</p><p>Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. &#34;Metaverse&#34; means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox&#39;s attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.</p><p><b>An excellent company that appears overpriced</b></p><p>The fall in Roblox&#39;s stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox&#39;s long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.</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>Down 15% Already in 2022, Is This Metaverse Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 15% Already in 2022, Is This Metaverse Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194290313","content_text":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX \"METAVERSE.\" IMAGE SOURCE: ROBLOX.Roblox is maintaining its user growth momentumThe Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. \"Metaverse\" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.An excellent company that appears overpricedThe fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006476313,"gmtCreate":1641828096084,"gmtModify":1676533651889,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I can’t decide..","listText":"I can’t decide..","text":"I can’t decide..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006476313","repostId":"2202731582","repostType":4,"repost":{"id":"2202731582","pubTimestamp":1641871738,"share":"https://ttm.financial/m/news/2202731582?lang=&edition=fundamental","pubTime":"2022-01-11 11:28","market":"us","language":"en","title":"Better Buy: Roblox vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2202731582","media":"Motley Fool","summary":"Will the growing gaming company outperform the tech titan this year?","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/RBLX\"><b>Roblox</b> </a> and <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> are two very different types of tech companies that likely appeal to different kinds of investors.</p><p>Roblox has been a favorite investment for growth-oriented investors ever since it went public via a direct listing last March. Apple also generated strong sales growth last year as it rolled out its first family of 5G devices, but it provides a more stable blend of value and growth.</p><p>The differences between Roblox and Apple grew stark as rising inflation and interest rates rattled the tech sector.</p><p>Over the past month, Roblox&#39;s stock sank more than 20% as those macroeconomic headwinds caused investors to sell their shares of expensive, speculative, and unprofitable tech companies. Roblox checked all three boxes.</p><p>Meanwhile, Apple&#39;s stock rose nearly 10% as investors rotated toward safer blue-chip tech stocks. Analysts also fueled that rally by boosting their long-term expectations for Apple&#39;s upcoming AR, VR, and vehicle-related products. But will Apple stay ahead of Roblox throughout the rest of 2022?</p><h2>Roblox is an exciting metaverse play</h2><p>Roblox&#39;s platform enables people to create and share simple block-based games without any coding experience. It also enables its users to monetize their games with an in-game currency called Robux.</p><p>Roblox&#39;s simple approach made it popular with tween users. As a result, its revenue jumped 82% in 2020 as more students stayed at home and spent more time on their computers throughout the pandemic.</p><p>The bears expected Roblox&#39;s growth to decelerate in a post-lockdown market, but that slowdown hasn&#39;t happened yet. It generated triple-digit sales growth in the first nine months of 2021, and analysts expect its revenue to soar 196% for the full year.</p><p>Roblox&#39;s daily active users (DAUs) rose 31% year-over-year to 47.3 million in the third quarter. A fifth of those users came from the Asia-Pacific region, which outpaced all of its other markets with 75% year-over-year growth. The company&#39;s growth cycle could last for a long time, since its creators constantly create new experiences to attract more players. It&#39;s also an attractive platform for companies to launch new metaverse experiences.</p><p>However, its net losses continue to widen as it pays out high developer exchange fees (the cash payments for creators who trade in their Robux for real-world currencies) and big stock-based compensation expenses. Next year, analysts expect Roblox&#39;s revenue to rise 21% against some tough year-over-year comparisons as its net loss widens again.</p><p>Roblox&#39;s stock isn&#39;t extremely expensive at 16 times next year&#39;s sales, but that price-to-sales ratio is still a bit frothy for a company with murky long-term growth prospects. It&#39;s still unclear if Roblox&#39;s tween users will stick around as they age, if it can lower Robux&#39;s exchange rate to boost its margins without alienating its creators, and if it will ever turn a profit. Those uncertainties make Roblox a tough stock to own as interest rates rise.</p><h2>But Apple offers more predictable returns</h2><p>Apple&#39;s revenue rose 33% in fiscal 2021, which ended last September. Its iPhone sales, which accounted for over half of its top line, jumped 39% after it rolled out its first family of 5G devices. Its diluted earnings per share, which benefited from nearly $86 billion in stock buybacks, soared 71%.</p><p>Analysts expect Apple&#39;s revenue and earnings to grow just 4% and 2%, respectively, this year, as the 5G upgrade cycle cools off. The ongoing chip shortages and supply chain challenges will also throttle its growth.</p><p>That slowdown is disappointing, but investors should recognize Apple&#39;s other strengths. A recent CIRP survey found that 90% of iPhone users plan to stick with Apple instead of switching to an Android device. It also ended fiscal 2021 with 745 million paid subscribers across all of its services, which grew nearly five times from five years ago and further increases the stickiness of its ecosystem.</p><p>Apple&#39;s hardware sales should stabilize after it resolves its supply chain shortages, and its luxury appeal will enable it to easily pass on its higher costs to consumers -- which makes it an inflation-resistant investment. Rising interest rates also aren&#39;t a major issue for Apple, since it&#39;s firmly profitable and ended last year with $191 billion in cash and marketable securities.</p><p>Apple will likely introduce new augmented reality, virtual reality, and electric vehicle products to significantly expand its ecosystem over the next few years. It could also make a lot of acquisitions to accelerate those ambitions, which would expand its reach far beyond its iPhone, iPad, and Mac products.</p><p>Apple&#39;s stock looks historically expensive at 32 times forward earnings, and its paltry forward dividend yield of 0.5% won&#39;t attract any serious income investors. Nonetheless, Apple&#39;s resilience in a market rattled by higher inflation and interest rates might justify that slight premium.</p><h2>The winner for 2022: Apple</h2><p>Roblox is still a promising investment for long-term growth investors, but I doubt it will outperform Apple this year.</p><p>Roblox still faces too many uncertainties to be considered a stable investment in a shaky market, and it should remain out of favor as long as interest rates keep climbing. I&#39;m not sure if Apple will outperform the broader market this year, but it will likely generate stronger returns than Roblox as investors gravitate toward quality instead of speculative growth.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Roblox vs. Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Roblox vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","RBLX":"Roblox Corporation","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202731582","content_text":"Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it went public via a direct listing last March. Apple also generated strong sales growth last year as it rolled out its first family of 5G devices, but it provides a more stable blend of value and growth.The differences between Roblox and Apple grew stark as rising inflation and interest rates rattled the tech sector.Over the past month, Roblox's stock sank more than 20% as those macroeconomic headwinds caused investors to sell their shares of expensive, speculative, and unprofitable tech companies. Roblox checked all three boxes.Meanwhile, Apple's stock rose nearly 10% as investors rotated toward safer blue-chip tech stocks. Analysts also fueled that rally by boosting their long-term expectations for Apple's upcoming AR, VR, and vehicle-related products. But will Apple stay ahead of Roblox throughout the rest of 2022?Roblox is an exciting metaverse playRoblox's platform enables people to create and share simple block-based games without any coding experience. It also enables its users to monetize their games with an in-game currency called Robux.Roblox's simple approach made it popular with tween users. As a result, its revenue jumped 82% in 2020 as more students stayed at home and spent more time on their computers throughout the pandemic.The bears expected Roblox's growth to decelerate in a post-lockdown market, but that slowdown hasn't happened yet. It generated triple-digit sales growth in the first nine months of 2021, and analysts expect its revenue to soar 196% for the full year.Roblox's daily active users (DAUs) rose 31% year-over-year to 47.3 million in the third quarter. A fifth of those users came from the Asia-Pacific region, which outpaced all of its other markets with 75% year-over-year growth. The company's growth cycle could last for a long time, since its creators constantly create new experiences to attract more players. It's also an attractive platform for companies to launch new metaverse experiences.However, its net losses continue to widen as it pays out high developer exchange fees (the cash payments for creators who trade in their Robux for real-world currencies) and big stock-based compensation expenses. Next year, analysts expect Roblox's revenue to rise 21% against some tough year-over-year comparisons as its net loss widens again.Roblox's stock isn't extremely expensive at 16 times next year's sales, but that price-to-sales ratio is still a bit frothy for a company with murky long-term growth prospects. It's still unclear if Roblox's tween users will stick around as they age, if it can lower Robux's exchange rate to boost its margins without alienating its creators, and if it will ever turn a profit. Those uncertainties make Roblox a tough stock to own as interest rates rise.But Apple offers more predictable returnsApple's revenue rose 33% in fiscal 2021, which ended last September. Its iPhone sales, which accounted for over half of its top line, jumped 39% after it rolled out its first family of 5G devices. Its diluted earnings per share, which benefited from nearly $86 billion in stock buybacks, soared 71%.Analysts expect Apple's revenue and earnings to grow just 4% and 2%, respectively, this year, as the 5G upgrade cycle cools off. The ongoing chip shortages and supply chain challenges will also throttle its growth.That slowdown is disappointing, but investors should recognize Apple's other strengths. A recent CIRP survey found that 90% of iPhone users plan to stick with Apple instead of switching to an Android device. It also ended fiscal 2021 with 745 million paid subscribers across all of its services, which grew nearly five times from five years ago and further increases the stickiness of its ecosystem.Apple's hardware sales should stabilize after it resolves its supply chain shortages, and its luxury appeal will enable it to easily pass on its higher costs to consumers -- which makes it an inflation-resistant investment. Rising interest rates also aren't a major issue for Apple, since it's firmly profitable and ended last year with $191 billion in cash and marketable securities.Apple will likely introduce new augmented reality, virtual reality, and electric vehicle products to significantly expand its ecosystem over the next few years. It could also make a lot of acquisitions to accelerate those ambitions, which would expand its reach far beyond its iPhone, iPad, and Mac products.Apple's stock looks historically expensive at 32 times forward earnings, and its paltry forward dividend yield of 0.5% won't attract any serious income investors. Nonetheless, Apple's resilience in a market rattled by higher inflation and interest rates might justify that slight premium.The winner for 2022: AppleRoblox is still a promising investment for long-term growth investors, but I doubt it will outperform Apple this year.Roblox still faces too many uncertainties to be considered a stable investment in a shaky market, and it should remain out of favor as long as interest rates keep climbing. I'm not sure if Apple will outperform the broader market this year, but it will likely generate stronger returns than Roblox as investors gravitate toward quality instead of speculative growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008778101,"gmtCreate":1641539103247,"gmtModify":1676533626950,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Should we?","listText":"Should we?","text":"Should we?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008778101","repostId":"2201622652","repostType":4,"repost":{"id":"2201622652","pubTimestamp":1641508836,"share":"https://ttm.financial/m/news/2201622652?lang=&edition=fundamental","pubTime":"2022-01-07 06:40","market":"us","language":"en","title":"These tech stocks have fallen 20% to 51% from their 52-week highs. Should you consider buying now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2201622652","media":"MarketWatch","summary":"Twitter leads the list, with shares dropping 51% since their high in February 2021Twitter’s stock is","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TWTR\">Twitter</a> leads the list, with shares dropping 51% since their high in February 2021</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caaf2ede539b8ca0fa108ce177db786c\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/><span>Twitter’s stock is down 51% from its 52-week high set in February 2021.</span></p><p>Technology stocks have been retreating as the Federal Reserve&#39;s change in policy has set up expectations for a significant rise in interest rates.</p><p>Some investors will panic at a time like this and sell into a declining market. Others will take advantage of opportunities that arise.</p><p>Below is a list of large-cap tech stocks that have fallen at least 20% from their 52-week intraday highs.</p><p><b>Rate pressure</b></p><p>On Jan. 5, the Nasdaq Composite Index  fell 3.5%, with declines accelerating after the release of the minutes of the Federal Open Market Committee&#39;s meeting on Dec. 14-15. The FOMC announced on Dec. 15 that the Fed would end its net purchases of U.S. Treasury bonds and mortgage-backed securities in March. Those purchases and the expansion of the Fed&#39;s balance sheet have been holding down long-term interest rates through the coronavirus pandemic.</p><p>The minutes  indicate some members of the committee want the Fed to go further than ending the net bond purchases. Some argued the Fed should also stop replacing bonds in its portfolio as they mature, to shrink the central bank&#39;s balance sheet. This would put further upward pressure on interest rates.</p><p>The yield on 10-year U.S. Treasury notes  increased 5 basis points on Jan. 5 to 1.71%. That was up from 1.44% on Dec. 14, the day before the Fed&#39;s current policy was announced.</p><p><b>Time for tech investors to go shopping?</b></p><p>On Jan. 6, Wedbush analyst Dan Ives wrote in a note to clients that in light of the Fed-driven tech sell-off, &#34;many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find verycompelling given the outsized growth prospects over the next 12 to 18 months.&#34;</p><p>Ives listed his favorite names for investors to buy now in several categories. Among large-cap tech stocks, his favorites are Apple Inc., which had pulled back only 4% from its 52-week high (set on Jan. 4), and Microsoft Corp., which was down 10% from its 52-week high set on Nov. 22.</p><p><b>These big tech stocks have dropped the most</b></p><p>The following screen is drawn from the information technology sector of S&amp;P 500 Index , to which several tech-oriented stocks in other sectors were added, including Amazon.com Inc. and Tesla Inc. in the consumer discretionary sector, and Twitter Inc., Netflix Inc., <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc. (FB) and video game developers in the communications sector.</p><p>From that list of 88 &#34;big tech&#34; stocks, 25 were down at least 20% from their 52-week highs through the close on Jan. 5. Here they are, along with a summary of Wall Street analysts&#39; opinion and consensus price targets:</p><table><tbody><tr><td>Company</td><td>Ticker</td><td>Decline from 52-week high</td><td>Date of 52-week high</td><td>Price change -- 2022 through Jan. 5</td><td>Share &#34;buy&#34; ratngs</td><td>Closing price -- Jan. 5</td><td>Cons. price target</td><td>Implied 12-month upside potential</td></tr><tr><td>Twitter Inc.</td><td>TWTR</td><td>-51%</td><td>02/25/2021</td><td>-9%</td><td>28%</td><td>$39.50</td><td>$64.34</td><td>39%</td></tr><tr><td><a href=\"https://laohu8.com/S/ENPH\">Enphase Energy</a> Inc.</td><td>ENPH</td><td>-44%</td><td>11/22/2021</td><td>-14%</td><td>63%</td><td>$157.20</td><td>$256.33</td><td>39%</td></tr><tr><td><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings Inc.</td><td>PYPL</td><td>-40%</td><td>07/26/2021</td><td>-1%</td><td>86%</td><td>$187.16</td><td>$272.40</td><td>31%</td></tr><tr><td>Etsy Inc.</td><td>ETSY</td><td>-39%</td><td>11/26/2021</td><td>-14%</td><td>62%</td><td>$188.35</td><td>$264.65</td><td>29%</td></tr><tr><td>Activision Blizzard Inc.</td><td>ATVI</td><td>-37%</td><td>02/16/2021</td><td>0%</td><td>69%</td><td>$66.29</td><td>$90.45</td><td>27%</td></tr><tr><td>SolarEdge Technologies Inc.</td><td>SEDG</td><td>-36%</td><td>11/22/2021</td><td>-11%</td><td>56%</td><td>$249.81</td><td>$351.23</td><td>29%</td></tr><tr><td>IPG Photonics Corp,</td><td>IPGP</td><td>-35%</td><td>01/19/2021</td><td>-2%</td><td>36%</td><td>$169.48</td><td>$199.22</td><td>15%</td></tr><tr><td>Paycom Software Inc.</td><td>PAYC</td><td>-35%</td><td>11/02/2021</td><td>-13%</td><td>65%</td><td>$360.94</td><td>$555.20</td><td>35%</td></tr><tr><td>Global Payments Inc.</td><td>GPN</td><td>-34%</td><td>04/26/2021</td><td>8%</td><td>85%</td><td>$146.42</td><td>$187.40</td><td>22%</td></tr><tr><td>Citrix Systems Inc.</td><td>CTXS</td><td>-33%</td><td>01/27/2021</td><td>3%</td><td>21%</td><td>$97.22</td><td>$99.64</td><td>2%</td></tr><tr><td>Ceridian HCM Holding Inc.</td><td>CDAY</td><td>-29%</td><td>11/03/2021</td><td>-11%</td><td>50%</td><td>$92.95</td><td>$123.00</td><td>24%</td></tr><tr><td><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com Inc.</td><td>CRM</td><td>-27%</td><td>11/09/2021</td><td>-10%</td><td>84%</td><td>$227.67</td><td>$330.35</td><td>31%</td></tr><tr><td><a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc.</td><td>ADBE</td><td>-26%</td><td>11/22/2021</td><td>-9%</td><td>80%</td><td>$514.43</td><td>$667.60</td><td>23%</td></tr><tr><td>Fidelity National Information Services Inc.</td><td>FIS</td><td>-25%</td><td>04/29/2021</td><td>7%</td><td>74%</td><td>$116.53</td><td>$146.86</td><td>21%</td></tr><tr><td>DXC Technology Co.</td><td>DXC</td><td>-24%</td><td>08/03/2021</td><td>4%</td><td>54%</td><td>$33.47</td><td>$43.00</td><td>22%</td></tr><tr><td>Autodesk Inc.</td><td>ADSK</td><td>-23%</td><td>08/24/2021</td><td>-6%</td><td>65%</td><td>$264.32</td><td>$328.40</td><td>20%</td></tr><tr><td><a href=\"https://laohu8.com/S/PTC\">PTC Inc.</a></td><td>PTC</td><td>-23%</td><td>07/23/2021</td><td>-2%</td><td>71%</td><td>$118.33</td><td>$154.69</td><td>24%</td></tr><tr><td>Skyworks Solutions Inc.</td><td>SWKS</td><td>-23%</td><td>04/29/2021</td><td>2%</td><td>55%</td><td>$158.08</td><td>$206.48</td><td>23%</td></tr><tr><td>Qorvo Inc.</td><td>QRVO</td><td>-22%</td><td>04/29/2021</td><td>1%</td><td>58%</td><td>$157.24</td><td>$204.59</td><td>23%</td></tr><tr><td>Intel Corp,</td><td>INTC</td><td>-21%</td><td>04/12/2021</td><td>5%</td><td>28%</td><td>$53.87</td><td>$54.78</td><td>2%</td></tr><tr><td><a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> Inc.</td><td>MPWR</td><td>-21%</td><td>11/22/2021</td><td>-7%</td><td>69%</td><td>$460.53</td><td>$603.29</td><td>24%</td></tr><tr><td><a href=\"https://laohu8.com/S/EBAY\">eBay</a> Inc.</td><td>EBAY</td><td>-21%</td><td>10/22/2021</td><td>-3%</td><td>38%</td><td>$64.49</td><td>$78.07</td><td>17%</td></tr><tr><td>Nvidia Corp,</td><td>NVDA</td><td>-20%</td><td>11/22/2021</td><td>-6%</td><td>81%</td><td>$276.04</td><td>$342.40</td><td>19%</td></tr><tr><td><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc.</td><td>TTWO</td><td>-20%</td><td>02/08/2021</td><td>-3%</td><td>62%</td><td>$171.85</td><td>$211.36</td><td>19%</td></tr><tr><td>Fleetcor Technologies Inc.</td><td>FLT</td><td>-20%</td><td>04/29/2021</td><td>6%</td><td>61%</td><td>$237.30</td><td>$298.60</td><td>21%</td></tr><tr></tr></tbody></table><p>Source: FactSet</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These tech stocks have fallen 20% to 51% from their 52-week highs. Should you consider buying now?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese tech stocks have fallen 20% to 51% from their 52-week highs. Should you consider buying now?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-07 06:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-tech-stocks-have-fallen-20-to-51-from-their-52-week-highs-should-you-consider-buying-now-11641481868?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Twitter leads the list, with shares dropping 51% since their high in February 2021Twitter’s stock is down 51% from its 52-week high set in February 2021.Technology stocks have been retreating as the ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-tech-stocks-have-fallen-20-to-51-from-their-52-week-highs-should-you-consider-buying-now-11641481868?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TERN":"Terns Pharmaceuticals, Inc.","BK4539":"次新股","BK4516":"特朗普概念","BK4529":"IDC概念","BK4548":"巴美列捷福持仓","TWTR":"Twitter","HCTI":"Healthcare Triangle, Inc.","BK4170":"电脑硬件、储存设备及电脑周边","OLPX":"Olaplex Holdings, Inc.","BK4106":"数据处理与外包服务","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4532":"文艺复兴科技持仓","INTC":"英特尔","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4535":"淡马锡持仓","BK4525":"远程办公概念","BK4555":"新能源车","BK4527":"明星科技股","BK4508":"社交媒体","MSFT":"微软","BK4167":"医疗保健技术","BK4543":"AI","BK4538":"云计算","AAPL":"苹果","BK4524":"宅经济概念","ATVI":"动视暴雪","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4559":"巴菲特持仓","BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","PYPL":"PayPal","BK4551":"寇图资本持仓","BK4504":"桥水持仓","CRCT":"Cricut, Inc.","BK4097":"系统软件","NVDA":"英伟达","BK4209":"餐馆","BK4099":"汽车制造商","BK4549":"软银资本持仓","NFLX":"奈飞","BK4085":"互动家庭娱乐","AMZN":"亚马逊","BK4183":"个人用品"},"source_url":"https://www.marketwatch.com/story/these-tech-stocks-have-fallen-20-to-51-from-their-52-week-highs-should-you-consider-buying-now-11641481868?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2201622652","content_text":"Twitter leads the list, with shares dropping 51% since their high in February 2021Twitter’s stock is down 51% from its 52-week high set in February 2021.Technology stocks have been retreating as the Federal Reserve's change in policy has set up expectations for a significant rise in interest rates.Some investors will panic at a time like this and sell into a declining market. Others will take advantage of opportunities that arise.Below is a list of large-cap tech stocks that have fallen at least 20% from their 52-week intraday highs.Rate pressureOn Jan. 5, the Nasdaq Composite Index  fell 3.5%, with declines accelerating after the release of the minutes of the Federal Open Market Committee's meeting on Dec. 14-15. The FOMC announced on Dec. 15 that the Fed would end its net purchases of U.S. Treasury bonds and mortgage-backed securities in March. Those purchases and the expansion of the Fed's balance sheet have been holding down long-term interest rates through the coronavirus pandemic.The minutes  indicate some members of the committee want the Fed to go further than ending the net bond purchases. Some argued the Fed should also stop replacing bonds in its portfolio as they mature, to shrink the central bank's balance sheet. This would put further upward pressure on interest rates.The yield on 10-year U.S. Treasury notes  increased 5 basis points on Jan. 5 to 1.71%. That was up from 1.44% on Dec. 14, the day before the Fed's current policy was announced.Time for tech investors to go shopping?On Jan. 6, Wedbush analyst Dan Ives wrote in a note to clients that in light of the Fed-driven tech sell-off, \"many of the secular tech winners we believe will drive the 4th Industrial Revolution are now in oversold territory with valuations we find verycompelling given the outsized growth prospects over the next 12 to 18 months.\"Ives listed his favorite names for investors to buy now in several categories. Among large-cap tech stocks, his favorites are Apple Inc., which had pulled back only 4% from its 52-week high (set on Jan. 4), and Microsoft Corp., which was down 10% from its 52-week high set on Nov. 22.These big tech stocks have dropped the mostThe following screen is drawn from the information technology sector of S&P 500 Index , to which several tech-oriented stocks in other sectors were added, including Amazon.com Inc. and Tesla Inc. in the consumer discretionary sector, and Twitter Inc., Netflix Inc., Meta Platforms Inc. (FB) and video game developers in the communications sector.From that list of 88 \"big tech\" stocks, 25 were down at least 20% from their 52-week highs through the close on Jan. 5. Here they are, along with a summary of Wall Street analysts' opinion and consensus price targets:CompanyTickerDecline from 52-week highDate of 52-week highPrice change -- 2022 through Jan. 5Share \"buy\" ratngsClosing price -- Jan. 5Cons. price targetImplied 12-month upside potentialTwitter Inc.TWTR-51%02/25/2021-9%28%$39.50$64.3439%Enphase Energy Inc.ENPH-44%11/22/2021-14%63%$157.20$256.3339%PayPal Holdings Inc.PYPL-40%07/26/2021-1%86%$187.16$272.4031%Etsy Inc.ETSY-39%11/26/2021-14%62%$188.35$264.6529%Activision Blizzard Inc.ATVI-37%02/16/20210%69%$66.29$90.4527%SolarEdge Technologies Inc.SEDG-36%11/22/2021-11%56%$249.81$351.2329%IPG Photonics Corp,IPGP-35%01/19/2021-2%36%$169.48$199.2215%Paycom Software Inc.PAYC-35%11/02/2021-13%65%$360.94$555.2035%Global Payments Inc.GPN-34%04/26/20218%85%$146.42$187.4022%Citrix Systems Inc.CTXS-33%01/27/20213%21%$97.22$99.642%Ceridian HCM Holding Inc.CDAY-29%11/03/2021-11%50%$92.95$123.0024%Salesforce.com Inc.CRM-27%11/09/2021-10%84%$227.67$330.3531%Adobe Inc.ADBE-26%11/22/2021-9%80%$514.43$667.6023%Fidelity National Information Services Inc.FIS-25%04/29/20217%74%$116.53$146.8621%DXC Technology Co.DXC-24%08/03/20214%54%$33.47$43.0022%Autodesk Inc.ADSK-23%08/24/2021-6%65%$264.32$328.4020%PTC Inc.PTC-23%07/23/2021-2%71%$118.33$154.6924%Skyworks Solutions Inc.SWKS-23%04/29/20212%55%$158.08$206.4823%Qorvo Inc.QRVO-22%04/29/20211%58%$157.24$204.5923%Intel Corp,INTC-21%04/12/20215%28%$53.87$54.782%Monolithic Power Systems Inc.MPWR-21%11/22/2021-7%69%$460.53$603.2924%eBay Inc.EBAY-21%10/22/2021-3%38%$64.49$78.0717%Nvidia Corp,NVDA-20%11/22/2021-6%81%$276.04$342.4019%Take-Two Interactive Software Inc.TTWO-20%02/08/2021-3%62%$171.85$211.3619%Fleetcor Technologies Inc.FLT-20%04/29/20216%61%$237.30$298.6021%Source: FactSet","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008344046,"gmtCreate":1641374138943,"gmtModify":1676533607328,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Impossible meat might be the future","listText":"Impossible meat might be the future","text":"Impossible meat might be the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008344046","repostId":"1135774645","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008329691,"gmtCreate":1641365658632,"gmtModify":1676533606549,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Interested&nbsp;to see how it plays out","listText":"Interested&nbsp;to see how it plays out","text":"Interested to see how it plays 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dip?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091155543","repostId":"1116723156","repostType":2,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099500096,"gmtCreate":1643378890658,"gmtModify":1676533813235,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June 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C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Agree..","listText":"Agree..","text":"Agree..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020744781","repostId":"2235798704","repostType":2,"repost":{"id":"2235798704","pubTimestamp":1652714308,"share":"https://ttm.financial/m/news/2235798704?lang=&edition=fundamental","pubTime":"2022-05-16 23:18","market":"us","language":"en","title":"Apple: One Big Time Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2235798704","media":"Seeking Alpha","summary":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Apple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9092187198,"gmtCreate":1644554787612,"gmtModify":1676533940832,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I bought!&nbsp;","listText":"I bought!&nbsp;","text":"I bought!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9092187198","repostId":"1113677136","repostType":2,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006476313,"gmtCreate":1641828096084,"gmtModify":1676533651889,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I can’t decide..","listText":"I can’t decide..","text":"I can’t decide..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006476313","repostId":"2202731582","repostType":4,"repost":{"id":"2202731582","pubTimestamp":1641871738,"share":"https://ttm.financial/m/news/2202731582?lang=&edition=fundamental","pubTime":"2022-01-11 11:28","market":"us","language":"en","title":"Better Buy: Roblox vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2202731582","media":"Motley Fool","summary":"Will the growing gaming company outperform the tech titan this year?","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/RBLX\"><b>Roblox</b> </a> and <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a></b> are two very different types of tech companies that likely appeal to different kinds of investors.</p><p>Roblox has been a favorite investment for growth-oriented investors ever since it went public via a direct listing last March. Apple also generated strong sales growth last year as it rolled out its first family of 5G devices, but it provides a more stable blend of value and growth.</p><p>The differences between Roblox and Apple grew stark as rising inflation and interest rates rattled the tech sector.</p><p>Over the past month, Roblox&#39;s stock sank more than 20% as those macroeconomic headwinds caused investors to sell their shares of expensive, speculative, and unprofitable tech companies. Roblox checked all three boxes.</p><p>Meanwhile, Apple&#39;s stock rose nearly 10% as investors rotated toward safer blue-chip tech stocks. Analysts also fueled that rally by boosting their long-term expectations for Apple&#39;s upcoming AR, VR, and vehicle-related products. But will Apple stay ahead of Roblox throughout the rest of 2022?</p><h2>Roblox is an exciting metaverse play</h2><p>Roblox&#39;s platform enables people to create and share simple block-based games without any coding experience. It also enables its users to monetize their games with an in-game currency called Robux.</p><p>Roblox&#39;s simple approach made it popular with tween users. As a result, its revenue jumped 82% in 2020 as more students stayed at home and spent more time on their computers throughout the pandemic.</p><p>The bears expected Roblox&#39;s growth to decelerate in a post-lockdown market, but that slowdown hasn&#39;t happened yet. It generated triple-digit sales growth in the first nine months of 2021, and analysts expect its revenue to soar 196% for the full year.</p><p>Roblox&#39;s daily active users (DAUs) rose 31% year-over-year to 47.3 million in the third quarter. A fifth of those users came from the Asia-Pacific region, which outpaced all of its other markets with 75% year-over-year growth. The company&#39;s growth cycle could last for a long time, since its creators constantly create new experiences to attract more players. It&#39;s also an attractive platform for companies to launch new metaverse experiences.</p><p>However, its net losses continue to widen as it pays out high developer exchange fees (the cash payments for creators who trade in their Robux for real-world currencies) and big stock-based compensation expenses. Next year, analysts expect Roblox&#39;s revenue to rise 21% against some tough year-over-year comparisons as its net loss widens again.</p><p>Roblox&#39;s stock isn&#39;t extremely expensive at 16 times next year&#39;s sales, but that price-to-sales ratio is still a bit frothy for a company with murky long-term growth prospects. It&#39;s still unclear if Roblox&#39;s tween users will stick around as they age, if it can lower Robux&#39;s exchange rate to boost its margins without alienating its creators, and if it will ever turn a profit. Those uncertainties make Roblox a tough stock to own as interest rates rise.</p><h2>But Apple offers more predictable returns</h2><p>Apple&#39;s revenue rose 33% in fiscal 2021, which ended last September. Its iPhone sales, which accounted for over half of its top line, jumped 39% after it rolled out its first family of 5G devices. Its diluted earnings per share, which benefited from nearly $86 billion in stock buybacks, soared 71%.</p><p>Analysts expect Apple&#39;s revenue and earnings to grow just 4% and 2%, respectively, this year, as the 5G upgrade cycle cools off. The ongoing chip shortages and supply chain challenges will also throttle its growth.</p><p>That slowdown is disappointing, but investors should recognize Apple&#39;s other strengths. A recent CIRP survey found that 90% of iPhone users plan to stick with Apple instead of switching to an Android device. It also ended fiscal 2021 with 745 million paid subscribers across all of its services, which grew nearly five times from five years ago and further increases the stickiness of its ecosystem.</p><p>Apple&#39;s hardware sales should stabilize after it resolves its supply chain shortages, and its luxury appeal will enable it to easily pass on its higher costs to consumers -- which makes it an inflation-resistant investment. Rising interest rates also aren&#39;t a major issue for Apple, since it&#39;s firmly profitable and ended last year with $191 billion in cash and marketable securities.</p><p>Apple will likely introduce new augmented reality, virtual reality, and electric vehicle products to significantly expand its ecosystem over the next few years. It could also make a lot of acquisitions to accelerate those ambitions, which would expand its reach far beyond its iPhone, iPad, and Mac products.</p><p>Apple&#39;s stock looks historically expensive at 32 times forward earnings, and its paltry forward dividend yield of 0.5% won&#39;t attract any serious income investors. Nonetheless, Apple&#39;s resilience in a market rattled by higher inflation and interest rates might justify that slight premium.</p><h2>The winner for 2022: Apple</h2><p>Roblox is still a promising investment for long-term growth investors, but I doubt it will outperform Apple this year.</p><p>Roblox still faces too many uncertainties to be considered a stable investment in a shaky market, and it should remain out of favor as long as interest rates keep climbing. I&#39;m not sure if Apple will outperform the broader market this year, but it will likely generate stronger returns than Roblox as investors gravitate toward quality instead of speculative growth.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Roblox vs. Apple</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Roblox vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","RBLX":"Roblox Corporation","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","AAPL":"苹果","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4501":"段永平概念","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2022/01/10/better-buy-roblox-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202731582","content_text":"Roblox  and Apple are two very different types of tech companies that likely appeal to different kinds of investors.Roblox has been a favorite investment for growth-oriented investors ever since it went public via a direct listing last March. Apple also generated strong sales growth last year as it rolled out its first family of 5G devices, but it provides a more stable blend of value and growth.The differences between Roblox and Apple grew stark as rising inflation and interest rates rattled the tech sector.Over the past month, Roblox's stock sank more than 20% as those macroeconomic headwinds caused investors to sell their shares of expensive, speculative, and unprofitable tech companies. Roblox checked all three boxes.Meanwhile, Apple's stock rose nearly 10% as investors rotated toward safer blue-chip tech stocks. Analysts also fueled that rally by boosting their long-term expectations for Apple's upcoming AR, VR, and vehicle-related products. But will Apple stay ahead of Roblox throughout the rest of 2022?Roblox is an exciting metaverse playRoblox's platform enables people to create and share simple block-based games without any coding experience. It also enables its users to monetize their games with an in-game currency called Robux.Roblox's simple approach made it popular with tween users. As a result, its revenue jumped 82% in 2020 as more students stayed at home and spent more time on their computers throughout the pandemic.The bears expected Roblox's growth to decelerate in a post-lockdown market, but that slowdown hasn't happened yet. It generated triple-digit sales growth in the first nine months of 2021, and analysts expect its revenue to soar 196% for the full year.Roblox's daily active users (DAUs) rose 31% year-over-year to 47.3 million in the third quarter. A fifth of those users came from the Asia-Pacific region, which outpaced all of its other markets with 75% year-over-year growth. The company's growth cycle could last for a long time, since its creators constantly create new experiences to attract more players. It's also an attractive platform for companies to launch new metaverse experiences.However, its net losses continue to widen as it pays out high developer exchange fees (the cash payments for creators who trade in their Robux for real-world currencies) and big stock-based compensation expenses. Next year, analysts expect Roblox's revenue to rise 21% against some tough year-over-year comparisons as its net loss widens again.Roblox's stock isn't extremely expensive at 16 times next year's sales, but that price-to-sales ratio is still a bit frothy for a company with murky long-term growth prospects. It's still unclear if Roblox's tween users will stick around as they age, if it can lower Robux's exchange rate to boost its margins without alienating its creators, and if it will ever turn a profit. Those uncertainties make Roblox a tough stock to own as interest rates rise.But Apple offers more predictable returnsApple's revenue rose 33% in fiscal 2021, which ended last September. Its iPhone sales, which accounted for over half of its top line, jumped 39% after it rolled out its first family of 5G devices. Its diluted earnings per share, which benefited from nearly $86 billion in stock buybacks, soared 71%.Analysts expect Apple's revenue and earnings to grow just 4% and 2%, respectively, this year, as the 5G upgrade cycle cools off. The ongoing chip shortages and supply chain challenges will also throttle its growth.That slowdown is disappointing, but investors should recognize Apple's other strengths. A recent CIRP survey found that 90% of iPhone users plan to stick with Apple instead of switching to an Android device. It also ended fiscal 2021 with 745 million paid subscribers across all of its services, which grew nearly five times from five years ago and further increases the stickiness of its ecosystem.Apple's hardware sales should stabilize after it resolves its supply chain shortages, and its luxury appeal will enable it to easily pass on its higher costs to consumers -- which makes it an inflation-resistant investment. Rising interest rates also aren't a major issue for Apple, since it's firmly profitable and ended last year with $191 billion in cash and marketable securities.Apple will likely introduce new augmented reality, virtual reality, and electric vehicle products to significantly expand its ecosystem over the next few years. It could also make a lot of acquisitions to accelerate those ambitions, which would expand its reach far beyond its iPhone, iPad, and Mac products.Apple's stock looks historically expensive at 32 times forward earnings, and its paltry forward dividend yield of 0.5% won't attract any serious income investors. Nonetheless, Apple's resilience in a market rattled by higher inflation and interest rates might justify that slight premium.The winner for 2022: AppleRoblox is still a promising investment for long-term growth investors, but I doubt it will outperform Apple this year.Roblox still faces too many uncertainties to be considered a stable investment in a shaky market, and it should remain out of favor as long as interest rates keep climbing. I'm not sure if Apple will outperform the broader market this year, but it will likely generate stronger returns than Roblox as investors gravitate toward quality instead of speculative growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008778101,"gmtCreate":1641539103247,"gmtModify":1676533626950,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Should we?","listText":"Should we?","text":"Should we?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008778101","repostId":"2201622652","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008329691,"gmtCreate":1641365658632,"gmtModify":1676533606549,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Interested&nbsp;to see how it plays out","listText":"Interested&nbsp;to see how it plays out","text":"Interested to see how it plays out","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008329691","repostId":"1178839494","repostType":4,"repost":{"id":"1178839494","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1641335015,"share":"https://ttm.financial/m/news/1178839494?lang=&edition=fundamental","pubTime":"2022-01-05 06:23","market":"us","language":"en","title":"Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?","url":"https://stock-news.laohu8.com/highlight/detail?id=1178839494","media":"Benzinga","summary":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakn","content":"<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Charlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCharlie Munger Doubles Down On Alibaba In Q4: Does It Flag A Buy Signal?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-05 06:23</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>Alibaba Group Holding Limited</b> is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.</p><p><b>What Happened:</b>The <b>Charlie Munger</b>-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.</p><p>At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.</p><p>Daily Journal also has positions in U.S. financial services firms <b>Bank of America Corp.</b>,<b>US Bancorp</b> and <b>Wells Fargo &amp; Company</b>, as well as South Korean steel giant <b>POSCO</b>.</p><p><b>Why It&#39;s Important:</b>Munger is billionaire investor <b>Warren Buffett</b>&#39;s right-hand man and the vice chairman of <b>Berkshire Hathaway Inc.</b>.</p><p>The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.</p><p>Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.</p><p>Alibaba&#39;s shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.</p><p>For Daily Journal, Alibaba could turn out to be a bargain buy.</p><p>The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.</p><p><b>BABA Price Action:</b>Alibaba ended Tuesday&#39;s session down 0.7% at $119.56.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178839494","content_text":"Alibaba Group Holding Limited is among the worst-performing large-cap tech stocks in 2021. The weakness did not deter a high-profile investor from bulking up on the shares of the Chinese e-commerce giant.What Happened:The Charlie Munger-run Daily Journal almost doubled its stake in Alibaba in the fourth quarter, according to a 13F filing by the hedge fund.At the end of the fourth quarter, Daily Journal owned 602,060 shares in Alibaba valued at $$71.52 million. This compares to the 302,060 shares the fund held at the end of the third quarter. Its stakes in other companies were unchanged in the fourth quarter.Daily Journal also has positions in U.S. financial services firms Bank of America Corp.,US Bancorp and Wells Fargo & Company, as well as South Korean steel giant POSCO.Why It's Important:Munger is billionaire investor Warren Buffett's right-hand man and the vice chairman of Berkshire Hathaway Inc..The Daily Journal started off as a legal newspaper but is now transitioning to become a software company to local court systems. The company uses its cash holdings to invest in equities.Daily Journal first took a position in Alibaba in the first quarter of 2021 by buying 165,000 shares worth about $37 million.Alibaba's shares nosedived in 2021. After hitting an all-time high of $319.32 in late October 2020, the stock has gone downhill. It lost a whopping 49% in 2021 alone.For Daily Journal, Alibaba could turn out to be a bargain buy.The average analyst rating for Alibaba shares is a Buy and the average price target is $209.60, according to the Yahoo database.BABA Price Action:Alibaba ended Tuesday's session down 0.7% at $119.56.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004950674,"gmtCreate":1642482040452,"gmtModify":1676533714615,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"I like this stock too","listText":"I like this stock too","text":"I like this stock too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004950674","repostId":"2204077940","repostType":2,"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008344046,"gmtCreate":1641374138943,"gmtModify":1676533607328,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Impossible meat might be the future","listText":"Impossible meat might be the future","text":"Impossible meat might be the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008344046","repostId":"1135774645","repostType":4,"repost":{"id":"1135774645","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":1641373300,"share":"https://ttm.financial/m/news/1135774645?lang=&edition=fundamental","pubTime":"2022-01-05 17:01","market":"us","language":"en","title":"Beyond Meat Stock Jumped 8% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1135774645","media":"Tiger Newspress","summary":"Beyond Meat stock jumped 8% in premarket trading after KFC announced to launch Beyond Meat fried 'ch","content":"<html><head></head><body><p>Beyond Meat stock jumped 8% in premarket trading after KFC announced to launch Beyond Meat fried &#39;chicken&#39; across United States.</p><p><img src=\"https://static.tigerbbs.com/74b89b8f786396d3d3eef90fde3ee8b9\" tg-width=\"1133\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>KFC restaurants will start selling plant-based fried &#34;chicken&#34; from Beyond Meat Inc across the United States on Jan. 10 for a limited time, KFC said on Tuesday.</p><p>KFC started testing Beyond&#39;s plant-based chicken in August 2019 in Atlanta and expanded to more areas the following year.</p><p>In February 2021, Yum and Beyond announced a global partnership to create plant-based menu items for Yum&#39;s KFC, Taco Bell and Pizza hut over &#34;the next several years.&#34;</p><p>Major fast-food chains have been vying for partnerships with faux meat makers as they add vegan and vegetarian menu options. Beyond rival Impossible foods is working with Burger King, a unit of <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a>   .</p><p>Prices for the Beyond Fried Chicken at KFC will start at $6.99 in most places but will vary by location.</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>Beyond Meat Stock Jumped 8% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBeyond Meat Stock Jumped 8% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-05 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Beyond Meat stock jumped 8% in premarket trading after KFC announced to launch Beyond Meat fried &#39;chicken&#39; across United States.</p><p><img src=\"https://static.tigerbbs.com/74b89b8f786396d3d3eef90fde3ee8b9\" tg-width=\"1133\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/>KFC restaurants will start selling plant-based fried &#34;chicken&#34; from Beyond Meat Inc across the United States on Jan. 10 for a limited time, KFC said on Tuesday.</p><p>KFC started testing Beyond&#39;s plant-based chicken in August 2019 in Atlanta and expanded to more areas the following year.</p><p>In February 2021, Yum and Beyond announced a global partnership to create plant-based menu items for Yum&#39;s KFC, Taco Bell and Pizza hut over &#34;the next several years.&#34;</p><p>Major fast-food chains have been vying for partnerships with faux meat makers as they add vegan and vegetarian menu options. Beyond rival Impossible foods is working with Burger King, a unit of <a href=\"https://laohu8.com/S/QSR\">Restaurant Brands International Inc</a>   .</p><p>Prices for the Beyond Fried Chicken at KFC will start at $6.99 in most places but will vary by location.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135774645","content_text":"Beyond Meat stock jumped 8% in premarket trading after KFC announced to launch Beyond Meat fried 'chicken' across United States.KFC restaurants will start selling plant-based fried \"chicken\" from Beyond Meat Inc across the United States on Jan. 10 for a limited time, KFC said on Tuesday.KFC started testing Beyond's plant-based chicken in August 2019 in Atlanta and expanded to more areas the following year.In February 2021, Yum and Beyond announced a global partnership to create plant-based menu items for Yum's KFC, Taco Bell and Pizza hut over \"the next several years.\"Major fast-food chains have been vying for partnerships with faux meat makers as they add vegan and vegetarian menu options. Beyond rival Impossible foods is working with Burger King, a unit of Restaurant Brands International Inc   .Prices for the Beyond Fried Chicken at KFC will start at $6.99 in most places but will vary by location.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093640251,"gmtCreate":1643621520016,"gmtModify":1676533836919,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Investor or trader?","listText":"Investor or trader?","text":"Investor or trader?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093640251","repostId":"2207011268","repostType":2,"repost":{"id":"2207011268","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1643585118,"share":"https://ttm.financial/m/news/2207011268?lang=&edition=fundamental","pubTime":"2022-01-31 07:25","market":"us","language":"en","title":"Is It Time to Bail out of the Stock Market? Wild Price Swings Are Shaking the Resolve of Some Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2207011268","media":"Dow Jones","summary":"Is it time to bail out of stocks and bonds? This isn't the market that investors likely signed up fo","content":"<html><head></head><body><p>Is it time to bail out of stocks and bonds? This isn&#39;t the market that investors likely signed up for back in 2021 when shares in GameStop Corp.<a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and movie chain AMC Entertainment Holdings<a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> were headed to the moon, drawing in droves investing neophytes.</p><p>The meme-stock frenzy, the <a href=\"https://laohu8.com/S/AONE.U\">one</a> underpinned by social-media chatter as opposed to fundamentals, has fizzled, at least for now. Highflying technology stocks that could change the course of the world have been under pressure, as benchmark bond yields turn up with the promise of a Federal Reserve that is closing the purse-strings of too-loose monetary policy.</p><p>Economists and market participants are predicting three, four, maybe as many as seven interest-rate increases, of about a 0.25 percentage points each, this year to tackle inflationary pressures that have gotten out of hand.</p><p>Read:What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stance</p><p>The upshot is that borrowing costs for individuals and companies are going up and the cheap costs of funds that helped to fuel a protracted bull market is going away.</p><p>Those factors have contributed partly to one of the ugliest January declines in the history of the technology-heavy Nasdaq Composite Index, which is down nearly 12%, with a single session left in the month, leaving one final attempt to avoid its worst monthly decline since October of 2008, FactSet data show.</p><p><b>What&#39;s an investor to do?</b></p><p>Jason Katz, senior portfolio manager at UBS Financial Services, says that he&#39;s had an &#34;increased volume of hand-holding calls&#34; from his high-net worth clients.</p><p>Katz said he&#39;s telling investors that &#34;it&#39;s not about exiting the market now but making sure you are properly allocated.&#34;</p><p>&#34;It&#39;s not a systemic problem we have in [financial markets], it&#39;s a rerating,&#34; of assets that fueled a speculative boom.</p><p>&#34;You had a whole constituency of investments that should have never traded to where they did,&#34; Katz said, &#34;Aspirational stocks, meme stocks...all fueled by fiscal and monetary stimulus and this year it is about a great rerating,&#34; of those assets, he said.</p><p>Art Hogan, chief market strategist at National Securities Corporation, told MarketWatch that losses come with the territory of investing but investors tend to feel it more acutely when stocks go down.</p><p>&#34;It is our nature to feel losses more sharply than we enjoy gains. That is why selloffs always seem much more painful than rallies feel pleasurable,&#34; Hogan said.</p><p>It is always important to note the difference between investing and trading. Traders purchase assets for the short term, while investors tend to buy assets with specific goals and time horizons in mind. Traders need to know when to take their losses, and live to trade another day, but investors who usually have time on their side need to invoke different tactics.</p><p>That is not to say that investors shouldn&#39;t also be adept enough to cut their losses when the narrative shifts but such decisions should hinge on a change in the overall thesis for owning assets.</p><p>Hogan said that investors considering bailing on markets now need to ask themselves a few questions if they are &#34;afraid.&#34;</p><p>&#34;&#39;Have my reasons, for investing changed?&#39;&#34;</p><p>&#34;&#39;Have my goals changed? Has my time horizon for the money changed?,&#39;&#34; he said.</p><p>&#34;Most importantly, ask yourself the question: &#39;Am I skillful enough to get back into the market after the average drawdown has occurred,&#39;&#34; he said. &#34;They certainly, don&#39;t ring a bell at the [stock market] bottom,&#34; Hogan said.</p><p>Data from the Schwab Center for Financial Research, examining a group of hypothetical investors over a 20-year time period, also supports the idea that being out of stocks, and in cash, for example, is unlikely to outperform investing in equities, even if investors were badly timing the market.</p><p>&#34;The best course of action for most of us is to create an appropriate plan and take action on that plan as soon as possible. It&#39;s nearly impossible to accurately identify market bottoms on a regular basis,&#34; according to findings from Schwab&#39;s research.</p><p>To be sure, the market going forward is likely to be tough sledding for investors, with some speculating about the possibility of a recession. The Russell 2000 index  entered a bear market last week, falling at least 20% from its recent peak. And the yields for the 10-year and 2-year Treasury notes have compressed, usually viewed as a sign of an impending recession if the yields for shorter dated bonds rise above those for longer maturities.</p><p>And the rest of the stock market, looks fragile, even after a Friday flourish into the close, other equity bourses are looking at big monthly losses. Beyond the Nasdaq Composite, the Dow Jones Industrial Average  is down 4.4% so far in January, the S&amp;P 500 index is off 7% thus far in the month and the Russell 2000 index is down 12.3% month to date.</p><p>Katz said that he&#39;s advising many of his clients to look for quality stocks. &#34;</p><p>&#34;High-quality growth and tech names have been wearing the black eye for [speculative tech], but &#34;those [quality] stocks are starting to find their footing,&#34; he said.</p><p>Indeed, Apple Inc.<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, for example, surged 7% on Friday to mark its best percentage gain since July 31, 2020.</p><p>Katz also said international, and developing markets are good investments as well as small and midcap stocks. &#34;I would remain long equities here, it&#39;s just the right equities,&#34; the UBS wealth manager said.</p><p>That said, wild intra and interday price swings are likely to continue to be a feature of this phase in financial markets, as the economy transitions from the COVID-19 pandemic and toward a regime of higher rates.</p><p>But slumps don&#39;t necessarily mean the end of the world.</p><p>&#34;Not every pullback becomes a correction, and not every correction becomes a bear...and not every bear becomes a diaster,&#34; Katz said.</p><p>Hogan said that downturns also can be viewed as opportunities.</p><p>&#34;Volatility is a feature not a bug, and the price we pay for the long-term higher average returns in the U.S. equity market,&#34; he said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time to Bail out of the Stock Market? Wild Price Swings Are Shaking the Resolve of Some Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time to Bail out of the Stock Market? Wild Price Swings Are Shaking the Resolve of Some Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-31 07:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Is it time to bail out of stocks and bonds? This isn&#39;t the market that investors likely signed up for back in 2021 when shares in GameStop Corp.<a href=\"https://laohu8.com/S/GME\">$(GME)$</a> and movie chain AMC Entertainment Holdings<a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a> were headed to the moon, drawing in droves investing neophytes.</p><p>The meme-stock frenzy, the <a href=\"https://laohu8.com/S/AONE.U\">one</a> underpinned by social-media chatter as opposed to fundamentals, has fizzled, at least for now. Highflying technology stocks that could change the course of the world have been under pressure, as benchmark bond yields turn up with the promise of a Federal Reserve that is closing the purse-strings of too-loose monetary policy.</p><p>Economists and market participants are predicting three, four, maybe as many as seven interest-rate increases, of about a 0.25 percentage points each, this year to tackle inflationary pressures that have gotten out of hand.</p><p>Read:What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stance</p><p>The upshot is that borrowing costs for individuals and companies are going up and the cheap costs of funds that helped to fuel a protracted bull market is going away.</p><p>Those factors have contributed partly to one of the ugliest January declines in the history of the technology-heavy Nasdaq Composite Index, which is down nearly 12%, with a single session left in the month, leaving one final attempt to avoid its worst monthly decline since October of 2008, FactSet data show.</p><p><b>What&#39;s an investor to do?</b></p><p>Jason Katz, senior portfolio manager at UBS Financial Services, says that he&#39;s had an &#34;increased volume of hand-holding calls&#34; from his high-net worth clients.</p><p>Katz said he&#39;s telling investors that &#34;it&#39;s not about exiting the market now but making sure you are properly allocated.&#34;</p><p>&#34;It&#39;s not a systemic problem we have in [financial markets], it&#39;s a rerating,&#34; of assets that fueled a speculative boom.</p><p>&#34;You had a whole constituency of investments that should have never traded to where they did,&#34; Katz said, &#34;Aspirational stocks, meme stocks...all fueled by fiscal and monetary stimulus and this year it is about a great rerating,&#34; of those assets, he said.</p><p>Art Hogan, chief market strategist at National Securities Corporation, told MarketWatch that losses come with the territory of investing but investors tend to feel it more acutely when stocks go down.</p><p>&#34;It is our nature to feel losses more sharply than we enjoy gains. That is why selloffs always seem much more painful than rallies feel pleasurable,&#34; Hogan said.</p><p>It is always important to note the difference between investing and trading. Traders purchase assets for the short term, while investors tend to buy assets with specific goals and time horizons in mind. Traders need to know when to take their losses, and live to trade another day, but investors who usually have time on their side need to invoke different tactics.</p><p>That is not to say that investors shouldn&#39;t also be adept enough to cut their losses when the narrative shifts but such decisions should hinge on a change in the overall thesis for owning assets.</p><p>Hogan said that investors considering bailing on markets now need to ask themselves a few questions if they are &#34;afraid.&#34;</p><p>&#34;&#39;Have my reasons, for investing changed?&#39;&#34;</p><p>&#34;&#39;Have my goals changed? Has my time horizon for the money changed?,&#39;&#34; he said.</p><p>&#34;Most importantly, ask yourself the question: &#39;Am I skillful enough to get back into the market after the average drawdown has occurred,&#39;&#34; he said. &#34;They certainly, don&#39;t ring a bell at the [stock market] bottom,&#34; Hogan said.</p><p>Data from the Schwab Center for Financial Research, examining a group of hypothetical investors over a 20-year time period, also supports the idea that being out of stocks, and in cash, for example, is unlikely to outperform investing in equities, even if investors were badly timing the market.</p><p>&#34;The best course of action for most of us is to create an appropriate plan and take action on that plan as soon as possible. It&#39;s nearly impossible to accurately identify market bottoms on a regular basis,&#34; according to findings from Schwab&#39;s research.</p><p>To be sure, the market going forward is likely to be tough sledding for investors, with some speculating about the possibility of a recession. The Russell 2000 index  entered a bear market last week, falling at least 20% from its recent peak. And the yields for the 10-year and 2-year Treasury notes have compressed, usually viewed as a sign of an impending recession if the yields for shorter dated bonds rise above those for longer maturities.</p><p>And the rest of the stock market, looks fragile, even after a Friday flourish into the close, other equity bourses are looking at big monthly losses. Beyond the Nasdaq Composite, the Dow Jones Industrial Average  is down 4.4% so far in January, the S&amp;P 500 index is off 7% thus far in the month and the Russell 2000 index is down 12.3% month to date.</p><p>Katz said that he&#39;s advising many of his clients to look for quality stocks. &#34;</p><p>&#34;High-quality growth and tech names have been wearing the black eye for [speculative tech], but &#34;those [quality] stocks are starting to find their footing,&#34; he said.</p><p>Indeed, Apple Inc.<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, for example, surged 7% on Friday to mark its best percentage gain since July 31, 2020.</p><p>Katz also said international, and developing markets are good investments as well as small and midcap stocks. &#34;I would remain long equities here, it&#39;s just the right equities,&#34; the UBS wealth manager said.</p><p>That said, wild intra and interday price swings are likely to continue to be a feature of this phase in financial markets, as the economy transitions from the COVID-19 pandemic and toward a regime of higher rates.</p><p>But slumps don&#39;t necessarily mean the end of the world.</p><p>&#34;Not every pullback becomes a correction, and not every correction becomes a bear...and not every bear becomes a diaster,&#34; Katz said.</p><p>Hogan said that downturns also can be viewed as opportunities.</p><p>&#34;Volatility is a feature not a bug, and the price we pay for the long-term higher average returns in the U.S. equity market,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","AMC":"AMC院线","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4501":"段永平概念","AAPL":"苹果","BK4550":"红杉资本持仓","BK4076":"电脑与电子产品零售","BK4547":"WSB热门概念","BK4505":"高瓴资本持仓","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207011268","content_text":"Is it time to bail out of stocks and bonds? This isn't the market that investors likely signed up for back in 2021 when shares in GameStop Corp.$(GME)$ and movie chain AMC Entertainment Holdings$(AMC)$ were headed to the moon, drawing in droves investing neophytes.The meme-stock frenzy, the one underpinned by social-media chatter as opposed to fundamentals, has fizzled, at least for now. Highflying technology stocks that could change the course of the world have been under pressure, as benchmark bond yields turn up with the promise of a Federal Reserve that is closing the purse-strings of too-loose monetary policy.Economists and market participants are predicting three, four, maybe as many as seven interest-rate increases, of about a 0.25 percentage points each, this year to tackle inflationary pressures that have gotten out of hand.Read:What to expect from markets in the next six weeks, before the Federal Reserve revamps its easy-money stanceThe upshot is that borrowing costs for individuals and companies are going up and the cheap costs of funds that helped to fuel a protracted bull market is going away.Those factors have contributed partly to one of the ugliest January declines in the history of the technology-heavy Nasdaq Composite Index, which is down nearly 12%, with a single session left in the month, leaving one final attempt to avoid its worst monthly decline since October of 2008, FactSet data show.What's an investor to do?Jason Katz, senior portfolio manager at UBS Financial Services, says that he's had an \"increased volume of hand-holding calls\" from his high-net worth clients.Katz said he's telling investors that \"it's not about exiting the market now but making sure you are properly allocated.\"\"It's not a systemic problem we have in [financial markets], it's a rerating,\" of assets that fueled a speculative boom.\"You had a whole constituency of investments that should have never traded to where they did,\" Katz said, \"Aspirational stocks, meme stocks...all fueled by fiscal and monetary stimulus and this year it is about a great rerating,\" of those assets, he said.Art Hogan, chief market strategist at National Securities Corporation, told MarketWatch that losses come with the territory of investing but investors tend to feel it more acutely when stocks go down.\"It is our nature to feel losses more sharply than we enjoy gains. That is why selloffs always seem much more painful than rallies feel pleasurable,\" Hogan said.It is always important to note the difference between investing and trading. Traders purchase assets for the short term, while investors tend to buy assets with specific goals and time horizons in mind. Traders need to know when to take their losses, and live to trade another day, but investors who usually have time on their side need to invoke different tactics.That is not to say that investors shouldn't also be adept enough to cut their losses when the narrative shifts but such decisions should hinge on a change in the overall thesis for owning assets.Hogan said that investors considering bailing on markets now need to ask themselves a few questions if they are \"afraid.\"\"'Have my reasons, for investing changed?'\"\"'Have my goals changed? Has my time horizon for the money changed?,'\" he said.\"Most importantly, ask yourself the question: 'Am I skillful enough to get back into the market after the average drawdown has occurred,'\" he said. \"They certainly, don't ring a bell at the [stock market] bottom,\" Hogan said.Data from the Schwab Center for Financial Research, examining a group of hypothetical investors over a 20-year time period, also supports the idea that being out of stocks, and in cash, for example, is unlikely to outperform investing in equities, even if investors were badly timing the market.\"The best course of action for most of us is to create an appropriate plan and take action on that plan as soon as possible. It's nearly impossible to accurately identify market bottoms on a regular basis,\" according to findings from Schwab's research.To be sure, the market going forward is likely to be tough sledding for investors, with some speculating about the possibility of a recession. The Russell 2000 index  entered a bear market last week, falling at least 20% from its recent peak. And the yields for the 10-year and 2-year Treasury notes have compressed, usually viewed as a sign of an impending recession if the yields for shorter dated bonds rise above those for longer maturities.And the rest of the stock market, looks fragile, even after a Friday flourish into the close, other equity bourses are looking at big monthly losses. Beyond the Nasdaq Composite, the Dow Jones Industrial Average  is down 4.4% so far in January, the S&P 500 index is off 7% thus far in the month and the Russell 2000 index is down 12.3% month to date.Katz said that he's advising many of his clients to look for quality stocks. \"\"High-quality growth and tech names have been wearing the black eye for [speculative tech], but \"those [quality] stocks are starting to find their footing,\" he said.Indeed, Apple Inc.$(AAPL)$, for example, surged 7% on Friday to mark its best percentage gain since July 31, 2020.Katz also said international, and developing markets are good investments as well as small and midcap stocks. \"I would remain long equities here, it's just the right equities,\" the UBS wealth manager said.That said, wild intra and interday price swings are likely to continue to be a feature of this phase in financial markets, as the economy transitions from the COVID-19 pandemic and toward a regime of higher rates.But slumps don't necessarily mean the end of the world.\"Not every pullback becomes a correction, and not every correction becomes a bear...and not every bear becomes a diaster,\" Katz said.Hogan said that downturns also can be viewed as opportunities.\"Volatility is a feature not a bug, and the price we pay for the long-term higher average returns in the U.S. equity market,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005912100,"gmtCreate":1642140585016,"gmtModify":1676533685981,"author":{"id":"4098504382465600","authorId":"4098504382465600","authorIdStr":"4098504382465600","name":"June C","avatar":"https://static.tigerbbs.com/fac5bed9db8c0861754b3d78815e076e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098504382465600"},"themes":[],"htmlText":"Should I buy at $80?","listText":"Should I buy at $80?","text":"Should I buy at $80?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005912100","repostId":"1194290313","repostType":2,"repost":{"id":"1194290313","pubTimestamp":1642087803,"share":"https://ttm.financial/m/news/1194290313?lang=&edition=fundamental","pubTime":"2022-01-13 23:30","market":"us","language":"en","title":"Down 15% Already in 2022, Is This Metaverse Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194290313","media":"Motley Fool","summary":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. Th","content":"<html><head></head><body><p>While 2021 was very good to <b>Roblox</b>(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.</p><p>Part of the drop can be attributed to some investor concern heading into 2022 about Roblox&#39;s rich valuation. Let&#39;s look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39c7699742042e6778c9a2fe3f20c4be\" tg-width=\"1126\" tg-height=\"680\" referrerpolicy=\"no-referrer\"/><span>VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX &#34;METAVERSE.&#34; IMAGE SOURCE: ROBLOX.</span></p><p><b>Roblox is maintaining its user growth momentum</b></p><p>The Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That&#39;s 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That&#39;s impressive.</p><p>If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.</p><p>Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.</p><p>The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That&#39;s remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.</p><p>The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.</p><p>Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. &#34;Metaverse&#34; means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox&#39;s attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.</p><p><b>An excellent company that appears overpriced</b></p><p>The fall in Roblox&#39;s stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox&#39;s long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.</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>Down 15% Already in 2022, Is This Metaverse Stock a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 15% Already in 2022, Is This Metaverse Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-13 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2022/01/13/is-this-metaverse-stock-buy-2022-roblox/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194290313","content_text":"While 2021 was very good to Roblox(NYSE:RBLX)shareholders, 2022 is off to an arguably poor start. This gaming platform company with metaverse potential has been caught up in the broader growth stock sell-off and is trading down about 15% year to date.Part of the drop can be attributed to some investor concern heading into 2022 about Roblox's rich valuation. Let's look closer at this metaverse company and determine if the concern is justified, or if perhaps the stock is worth buying at its lower (but still elevated) price.VARIOUS CHARACTERS FROM THE ROBLOX UNIVERSE STAND TOGETHER ON A SIMULATED STREET IN THE ROBLOX \"METAVERSE.\" IMAGE SOURCE: ROBLOX.Roblox is maintaining its user growth momentumThe Roblox app is free to join and use. The company earns revenue through in-app purchases voluntarily made by its users. This freemium model has helped the company attract 49.4 million daily active users (as of November). That's 35% higher than in the same month in 2020. User engagement and new signups surged for Roblox at the pandemic onset when millions of kids were sent home for remote learning, and extracurricular activities were paused. Despite economies reopening and schools bringing kids back to campus, Roblox has sustained its user growth rates. That's impressive.If users wish to access certain items and activities on the platform, they do so by spending Robux, an in-game currency that is purchased with real money. The company records revenue when users spend Robux in the game. In its most recently reported quarter, ended Sept. 30, Roblox earned $509 million in revenue. That total was up by 102% from the same quarter in 2020. In fact, Roblox has doubled revenue year over year in each of the previous four quarters.Roblox in-house developers do not create most of the games and items that players spend Robux on. Instead, Roblox has a community of third-party developers who spend their time and resources using the platform to create unique experiences, gameplay, and objects they think players will enjoy. This business model lowers the development costs for Roblox and it also lowers one of the biggest risks involved with game development -- the cost of developing an unpopular game. The user-developers take on the risk and only get their share of the compensation if the game attracts user engagement and Robux spending. Only proven hits that generate engagement make money.The model is proving to be effective at generating cash flow for Roblox. While Roblox isnot profitable on the bottom line, it is earning a growing stream of free cash flow. It has put together a streak of five consecutive quarters where its free cash flow surpassed $100 million. That's remarkably higher than in all of 2019, when it earned less than $15 million in free cash flow.The one metric for Roblox that shows anysigns of slowing downdue to economic reopening is the average booking per daily active user. Booking is the equivalent of a cash deposit. This is money that players are putting onto Roblox to buy Robux, but they have not used it just yet. In its most recent update, Roblox said the average booking per daily active user declined between 8% to 9% from the same month the prior year. A decrease in deposits could foreshadow decreasing year-over-year revenue.Interestingly, the metaverse is a place where individuals can virtually interact with each other and their environment. Roblox platform is an early-stage version of this. \"Metaverse\" means different things to different people, and the way users of Roblox interact with each other through the program already fits at least one of these definitions. But there is more it can do, and Roblox management is working with in-house and outside developers to see where it can go with this trend. Of course, the quality of this experience is improved the more immersive it feels. In that regard, Roblox's attractiveness to users will increase as virtual reality hardware becomes more readily available at more affordable prices.An excellent company that appears overpricedThe fall in Roblox's stock price has it trading at a price-to-sales ratio of 25.4, down from 40 just a few months ago. It also dropped its price-to-free-cash-flow ratio to 70, down from over 105 a few months earlier. Both metrics suggest the stock is still trading at a premium. Some of that may be related to Roblox's long-term potential to be a metaverse player. If you agree with this assessment, now might be as good a time as any to buy-in. For others, the fall has made Roblox stock a little more attractive, but investors might want towait a bit longer and see if there is a further pullbackbefore adding shares of this excellent metaversestock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}