Kelvintang 118 personal page - To The Moon

Kelvintang 118

Kelvintang 118

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2022-08-22

Great 👍🏼 thanks will get this 2 stocks [Smile]

Better Buy Stock: Alphabet vs. Amazon

2022-08-16

Oh[Smile]

TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split

2022-07-26

[Sad]

EV Stocks Slid in Morning Trading

2022-08-01

[Miser]

Here's What Amazon's Potential Acquisition of One Medical Means for Teladoc Health Investors

2022-05-06

Wait for correction

EV Stocks Tumbled in Morning Trading

2022-07-25

[Miser]

3 Stocks the World's Greatest Investors Like the Most Right Now

2022-08-17

Up ⬆️ 👍🏼

7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News

2022-07-26

👍🏼

Microsoft Stock Hit With Pre-Earnings Bear Note

2022-09-05

K [Smile]

Apple Stock: What To Do Ahead Of The iPhone 14 Launch

2022-08-20

👌 [Smile]

3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now

2022-07-25

😨

Sorry, the original content has been removed

2022-09-02

Ok

Amazon Stock: Should You Buy It in September 2022?

2022-08-16

[Happy] [Happy]

Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?

2022-07-27

[Happy]

Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 "Moat" Stocks

2022-07-26

Okie

Microsoft Stock Hit With Pre-Earnings Bear Note

2022-07-24

Long term investment

What Is Going on With Alphabet Stock Friday?

2022-07-24

for long term

What Is Going on With Alphabet Stock Friday?

2022-09-14

👌

These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day

2022-08-19

[Smile]

Shopify: Is The Long-Term Opportunity Worth The Short-Term Pain?

Go to Tiger App to see more news

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118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935476524","repostId":"1183517691","repostType":4,"repost":{"id":"1183517691","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1663113755,"share":"https://ttm.financial/m/news/1183517691?lang=&edition=fundamental","pubTime":"2022-09-14 08:02","market":"us","language":"en","title":"These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1183517691","media":"Dow Jones","summary":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core cons","content":"<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" 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>These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-09-14 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊","TSLA":"特斯拉","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183517691","content_text":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.The benchmark S&P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.The five largest companies in the S&P 500 by market capitalization shed $477 billion in value, as you can see here:Worst decliners in the S&P 500Among the six stocks in the S&P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.Here are the 20 worst performers in the large-cap benchmark index for the day:","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935667604,"gmtCreate":1663082896008,"gmtModify":1676537199608,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Thanks 🙏 for the info waiting for the bull 😝&nbsp;","listText":"Thanks 🙏 for the info waiting for the bull 😝&nbsp;","text":"Thanks 🙏 for the info waiting for the bull 😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935667604","repostId":"1189570916","repostType":4,"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931083398,"gmtCreate":1662359915314,"gmtModify":1676537045237,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"K&nbsp;[Smile]&nbsp;","listText":"K&nbsp;[Smile]&nbsp;","text":"K [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931083398","repostId":"1191279483","repostType":4,"repost":{"id":"1191279483","kind":"news","pubTimestamp":1662332406,"share":"https://ttm.financial/m/news/1191279483?lang=&edition=fundamental","pubTime":"2022-09-05 07:00","market":"us","language":"en","title":"Apple Stock: What To Do Ahead Of The iPhone 14 Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=1191279483","media":"TheStreet","summary":"It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will s","content":"<html><head></head><body><p>It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m. Cupertino time.</p><p>Should investors take advantage and buy <b>Apple</b> stock ahead of this important date? We discuss below the risks and opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41011c504d9f36481655aa81ce90bb6e\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Stock: What To Do Ahead Of The iPhone 14 Launch</span></p><p><b>iPhone 14: another success story?</b></p><p>It is undeniable that Apple’s smartphone has been a success story, even 15 years after the late Steve Jobs introduced the original model. While the Cupertino company joined the 5G party at least one or two years late, with the launch of the iPhone 12 in 2020, Apple has certainly caught up with the competition as sales and market share gains have impressed in the past 24 months.</p><p>At least one analyst believes that the iPhone 14 will maintain the status quo — in the best way possible. Wedbush’s Dan Ives, who recently bumped his price target on AAPL to $220 for about 38% upside opportunity, sees demand staying near a peak.</p><p>The analyst has recently stated that, per his channel checks, iPhone 14 initial orders should remain at about 90 million units, in line with last year’s iPhone 13. If true, this will be impressive, in my view, considering the many headwinds: fears over lower consumer spending, global economic growth deceleration, and lingering supply chain constraints.</p><p>Even some of the bears seem to believe that the iPhone 14 will lend further momentum to Apple’s 5G cycle. ItauBBA’s Thiago Kapulskis is perhaps the only sell-side analyst to have an underperform rating on Apple shares. He fears that the new Pro and Pro Max models will see an inflation-driven $100 bump in price that may not even hurt demand for the portable device. In fact, the expert sees the iPhone 14 as a key risk for his bearish thesis on the stock.</p><p><b>But what about Apple stock?</b></p><p>One thing is the debate over how well the iPhone 14 will perform in the holiday season and into next year. A very different topic of conversation is whether strong financial results, if they come to fruition, will help to push Apple stock higher from the current levels of about $159 apiece.</p><p>When it comes to share price movement, iPhone launches have historically triggered more bearishness. The chart below shows that AAPL tends to outperform during the spring and early summer months. But once the new iPhone is announced, investors seem to “sell the news” and cause Apple stock to underperform into the end of the year, all the way through January.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2106a215ce482c5f413d5e25299b25b2\" tg-width=\"842\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Figure 2: AAPL average monthly returns since iPhone launch.</span></p><p>I believe that the prospects for Apple investors look even worse in the short term if one considers the current mood of the markets. The S&amp;P 500 rallied during parts of July and August, only to set up yet another pullback later August. The story is all too familiar to equity investors: record-high inflation continues to pressure the central banks to keep raising interest rates, which is bad news for most risk assets.</p><p>For these reasons, I think that the iPhone 14 event is most likely to coincide with share price weakness. However, I would encourage long-term investors to think past the short-term challenges — and maybe even consider buying AAPL on weakness, should the stock price dip in the next few weeks.</p><p>Keep in mind that, historically, buying AAPL on dips has consistently produced better 12-month returns (see chart below). At this moment, shares are only about 13% below all-time highs. A discount of another few dollars, however, could present a good opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812deb6e899ba4de74500de50331c9a9\" tg-width=\"699\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average one-year return on AAPL, by strategy.</span></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 Stock: What To Do Ahead Of The iPhone 14 Launch</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 Stock: What To Do Ahead Of The iPhone 14 Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m....</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191279483","content_text":"It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m. Cupertino time.Should investors take advantage and buy Apple stock ahead of this important date? We discuss below the risks and opportunities.Figure 1: Apple Stock: What To Do Ahead Of The iPhone 14 LaunchiPhone 14: another success story?It is undeniable that Apple’s smartphone has been a success story, even 15 years after the late Steve Jobs introduced the original model. While the Cupertino company joined the 5G party at least one or two years late, with the launch of the iPhone 12 in 2020, Apple has certainly caught up with the competition as sales and market share gains have impressed in the past 24 months.At least one analyst believes that the iPhone 14 will maintain the status quo — in the best way possible. Wedbush’s Dan Ives, who recently bumped his price target on AAPL to $220 for about 38% upside opportunity, sees demand staying near a peak.The analyst has recently stated that, per his channel checks, iPhone 14 initial orders should remain at about 90 million units, in line with last year’s iPhone 13. If true, this will be impressive, in my view, considering the many headwinds: fears over lower consumer spending, global economic growth deceleration, and lingering supply chain constraints.Even some of the bears seem to believe that the iPhone 14 will lend further momentum to Apple’s 5G cycle. ItauBBA’s Thiago Kapulskis is perhaps the only sell-side analyst to have an underperform rating on Apple shares. He fears that the new Pro and Pro Max models will see an inflation-driven $100 bump in price that may not even hurt demand for the portable device. In fact, the expert sees the iPhone 14 as a key risk for his bearish thesis on the stock.But what about Apple stock?One thing is the debate over how well the iPhone 14 will perform in the holiday season and into next year. A very different topic of conversation is whether strong financial results, if they come to fruition, will help to push Apple stock higher from the current levels of about $159 apiece.When it comes to share price movement, iPhone launches have historically triggered more bearishness. The chart below shows that AAPL tends to outperform during the spring and early summer months. But once the new iPhone is announced, investors seem to “sell the news” and cause Apple stock to underperform into the end of the year, all the way through January.Figure 2: AAPL average monthly returns since iPhone launch.I believe that the prospects for Apple investors look even worse in the short term if one considers the current mood of the markets. The S&P 500 rallied during parts of July and August, only to set up yet another pullback later August. The story is all too familiar to equity investors: record-high inflation continues to pressure the central banks to keep raising interest rates, which is bad news for most risk assets.For these reasons, I think that the iPhone 14 event is most likely to coincide with share price weakness. However, I would encourage long-term investors to think past the short-term challenges — and maybe even consider buying AAPL on weakness, should the stock price dip in the next few weeks.Keep in mind that, historically, buying AAPL on dips has consistently produced better 12-month returns (see chart below). At this moment, shares are only about 13% below all-time highs. A discount of another few dollars, however, could present a good opportunity.Figure 3: Average one-year return on AAPL, by strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939268481,"gmtCreate":1662118388343,"gmtModify":1676537001875,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939268481","repostId":"1104141801","repostType":4,"repost":{"id":"1104141801","kind":"news","pubTimestamp":1662108235,"share":"https://ttm.financial/m/news/1104141801?lang=&edition=fundamental","pubTime":"2022-09-02 16:43","market":"us","language":"en","title":"Amazon Stock: Should You Buy It in September 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104141801","media":"The Street","summary":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses thr","content":"<html><head></head><body><p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?</p><p>Like practically all investors, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth&#39;s stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&amp;P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.</p><p>But there&#39;s good news: Amazon&#39;s stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.</p><p>However, as the past two years have taught us, holding AMZN isn&#39;t always a peaceful ride into the sunset. It&#39;s more like a roller coaster.</p><h3>Amazon&#39;s Most Recent Quarter</h3><p>In the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.</p><p>Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.</p><p>The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.</p><p>On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.</p><p>But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.</p><p>Could the e-commerce industry be accelerating again?</p><h3>Plans for the Long-Term</h3><p>I believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.</p><p>Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.</p><p>Amazon&#39;s cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon&#39;s shares could start soaring soon.</p><h3>What Are the Risks of Investing in Amazon?</h3><p>We must acknowledge that Amazon&#39;s stock — like the entire equity market — is a risky investment. It&#39;s important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.</p><p>That said, AMZN appears poised to thrive once these dark days are over.</p><p>In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a &#34;buy&#34; recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.</p><h3>Explore More Data And Graphs</h3><p>Many of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.</p><p>To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Should You Buy It in September 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\">\nAmazon Stock: Should You Buy It in September 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104141801","content_text":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all investors, Amazon  Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth's stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.But there's good news: Amazon's stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.However, as the past two years have taught us, holding AMZN isn't always a peaceful ride into the sunset. It's more like a roller coaster.Amazon's Most Recent QuarterIn the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.Could the e-commerce industry be accelerating again?Plans for the Long-TermI believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.Amazon's cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon's shares could start soaring soon.What Are the Risks of Investing in Amazon?We must acknowledge that Amazon's stock — like the entire equity market — is a risky investment. It's important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.That said, AMZN appears poised to thrive once these dark days are over.In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a \"buy\" recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.Explore More Data And GraphsMany of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997835109,"gmtCreate":1661777628103,"gmtModify":1676536576741,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997835109","repostId":"2262196811","repostType":4,"repost":{"id":"2262196811","kind":"highlight","pubTimestamp":1661771738,"share":"https://ttm.financial/m/news/2262196811?lang=&edition=fundamental","pubTime":"2022-08-29 19:15","market":"us","language":"en","title":"Is It Too Late to Buy Shopify Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2262196811","media":"Motley Fool","summary":"The pandemic-era e-commerce darling faces a grueling slowdown.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SHOP\">Shopify</a> &#39;s stock has pulled back about 80% from its all-time high last November. The Canadian e-commerce services provider was once a red-hot stock, but the bulls retreated as its growth cooled off in a post-lockdown world. Rising interest rates exacerbated that painful decline.</p><p>But after giving up all of its pandemic-era gains, is Shopify finally worth buying again? Let&#39;s take a fresh look at the company to see if it&#39;s too late to buy its stock -- or if it&#39;s finally a turnaround play.</p><h2>Shopify&#39;s core strengths</h2><p>Shopify&#39;s platform enables merchants to set up their own online stores, process payments, fulfill orders, and manage their online marketing campaigns. It helps merchants craft their own online presence without joining a crowded third-party marketplace like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> or <a href=\"https://laohu8.com/S/EBAY\">eBay</a>. Over the past decade, Shopify&#39;s niche market has expanded into a mainstream one.</p><p>At the time of its IPO in 2015, Shopify served 162,261 merchants. Today, it serves &#34;millions&#34; of merchants worldwide. Between 2015 and 2021, its annual revenue surged from $205 million to $4.61 billion, representing a compound annual growth rate (CAGR) of 68%. It also turned profitable on a GAAP (generally accepted accounting principles) basis in 2020 and 2021.</p><p>The bulls believe Shopify will continue to expand as merchants revolt against Amazon and other large online marketplaces. They also believe it can lock in its customers with its integrated Shop Pay payments system, its dedicated fulfillment network, and its own point-of-sale (POS) systems.</p><p>They&#39;ll also point out that Shopify&#39;s stock looks historically cheap at less than six times this year&#39;s sales. At its peak last November, it traded at 35 times the sales it would actually generate in 2021.</p><h2>Shopify&#39;s glaring weaknesses</h2><p>Shopify&#39;s growth in gross merchandise volume (GMV), gross payment volume (GPV), and revenue accelerated in 2020 as more merchants and shoppers shifted online during the pandemic. Stimulus checks also drove shoppers to make more purchases. However, Shopify&#39;s growth decelerated last year as the pandemic-era tailwinds faded, and that slowdown persisted throughout the first half of 2022.</p><table border=\"1\" width=\"609\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"242\"><p>Period</p></th><th width=\"71\"><p>FY 2019</p></th><th width=\"75\"><p>FY 2020</p></th><th width=\"75\"><p>FY 2021</p></th><th width=\"74\"><p>1H 2022</p></th></tr><tr valign=\"TOP\"><td width=\"242\"><p><b>GMV Growth (YOY)</b></p></td><td width=\"71\"><p>49%</p></td><td width=\"75\"><p>96%</p></td><td width=\"75\"><p>47%</p></td><td width=\"74\"><p>13%</p></td></tr><tr valign=\"TOP\"><td width=\"242\"><p><b>GPV Growth (YOY)</b></p></td><td width=\"71\"><p>55%</p></td><td width=\"75\"><p>110%</p></td><td width=\"75\"><p>59%</p></td><td width=\"74\"><p>25%</p></td></tr><tr valign=\"TOP\"><td width=\"242\"><p><b>Revenue Growth (YOY)</b></p></td><td width=\"71\"><p>47%</p></td><td width=\"75\"><p>86%</p></td><td width=\"75\"><p>57%</p></td><td width=\"74\"><p>19%</p></td></tr></tbody></table><p>Data source: Shopify. YOY = Year-over-year.</p><p>Analysts expect Shopify&#39;s revenue to rise 19% for the full year, then grow 25% to $6.87 billion in 2023. Those growth rates are still robust, but they indicate that Shopify&#39;s &#34;hypergrowth&#34; days are over.</p><p>As Shopify&#39;s growth cooled off, its gross margins declined as it recognized a higher mix of revenue from its lower-margin Merchant Solutions segment. Its operating margins also plummeted this year as it ramped up its logistics, R&amp;D, data, sales, and marketing investments.</p><table border=\"1\" width=\"612\"><colgroup></colgroup><tbody><tr valign=\"TOP\"><th width=\"224\"><p>Period</p></th><th width=\"80\"><p>FY 2019</p></th><th width=\"84\"><p>FY 2020</p></th><th width=\"73\"><p>FY 2021</p></th><th width=\"79\"><p>1H 2022</p></th></tr><tr valign=\"TOP\"><td width=\"224\"><p><b>Adjusted Gross Margin</b></p></td><td width=\"80\"><p>55.7%</p></td><td width=\"84\"><p>53.5%</p></td><td width=\"73\"><p>54.4%</p></td><td width=\"79\"><p>52.5%</p></td></tr><tr valign=\"TOP\"><td width=\"224\"><p><b>Adjusted Operating Margin</b></p></td><td width=\"80\"><p>2.9%</p></td><td width=\"84\"><p>14.9%</p></td><td width=\"73\"><p>15.6%</p></td><td width=\"79\"><p>(0.4%)</p></td></tr></tbody></table><p>Data source: Shopify.</p><p>It expects that pressure to continue in the second half of the year as it integrates its recent $2.1 billion acquisition of the fulfillment technology provider Deliverr.</p><p>As a result, analysts expect Shopify&#39;s operating margins to remain negative in 2022 and 2023, and for it to stay unprofitable through at least 2024. That combination of slowing growth and red ink makes Shopify a tough stock to recommend as interest rates continue to climb.</p><h2>Stick with other e-commerce stocks instead</h2><p>Shopify had a great run during the pandemic, but its future looks murky. It still faces competition from similar e-commerce service platforms like <b>BigCommerce </b>(BIGC), <b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b>&#39;s Magento, and Amazon&#39;s Selz, and its price-to-sales ratio isn&#39;t that low relative to those of its industry peers.</p><p>For example, the Latin American e-commerce giant <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> is growing faster than Shopify while expanding its gross and operating margins -- but it trades at just four times this year&#39;s sales. BigCommerce is also expected to generate stronger sales growth than Shopify this year, but it trades at less than five times that forecast.</p><p>Based on those comparisons, it certainly isn&#39;t too late to buy Shopify&#39;s stock. Instead, investors should wait to see if its shares drop even further before pulling the trigger.</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>Is It Too Late to Buy Shopify Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Shopify Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-29 19:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/28/is-it-too-late-to-buy-shopify-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shopify 's stock has pulled back about 80% from its all-time high last November. The Canadian e-commerce services provider was once a red-hot stock, but the bulls retreated as its growth cooled off in...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/28/is-it-too-late-to-buy-shopify-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/28/is-it-too-late-to-buy-shopify-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2262196811","content_text":"Shopify 's stock has pulled back about 80% from its all-time high last November. The Canadian e-commerce services provider was once a red-hot stock, but the bulls retreated as its growth cooled off in a post-lockdown world. Rising interest rates exacerbated that painful decline.But after giving up all of its pandemic-era gains, is Shopify finally worth buying again? Let's take a fresh look at the company to see if it's too late to buy its stock -- or if it's finally a turnaround play.Shopify's core strengthsShopify's platform enables merchants to set up their own online stores, process payments, fulfill orders, and manage their online marketing campaigns. It helps merchants craft their own online presence without joining a crowded third-party marketplace like Amazon or eBay. Over the past decade, Shopify's niche market has expanded into a mainstream one.At the time of its IPO in 2015, Shopify served 162,261 merchants. Today, it serves \"millions\" of merchants worldwide. Between 2015 and 2021, its annual revenue surged from $205 million to $4.61 billion, representing a compound annual growth rate (CAGR) of 68%. It also turned profitable on a GAAP (generally accepted accounting principles) basis in 2020 and 2021.The bulls believe Shopify will continue to expand as merchants revolt against Amazon and other large online marketplaces. They also believe it can lock in its customers with its integrated Shop Pay payments system, its dedicated fulfillment network, and its own point-of-sale (POS) systems.They'll also point out that Shopify's stock looks historically cheap at less than six times this year's sales. At its peak last November, it traded at 35 times the sales it would actually generate in 2021.Shopify's glaring weaknessesShopify's growth in gross merchandise volume (GMV), gross payment volume (GPV), and revenue accelerated in 2020 as more merchants and shoppers shifted online during the pandemic. Stimulus checks also drove shoppers to make more purchases. However, Shopify's growth decelerated last year as the pandemic-era tailwinds faded, and that slowdown persisted throughout the first half of 2022.PeriodFY 2019FY 2020FY 20211H 2022GMV Growth (YOY)49%96%47%13%GPV Growth (YOY)55%110%59%25%Revenue Growth (YOY)47%86%57%19%Data source: Shopify. YOY = Year-over-year.Analysts expect Shopify's revenue to rise 19% for the full year, then grow 25% to $6.87 billion in 2023. Those growth rates are still robust, but they indicate that Shopify's \"hypergrowth\" days are over.As Shopify's growth cooled off, its gross margins declined as it recognized a higher mix of revenue from its lower-margin Merchant Solutions segment. Its operating margins also plummeted this year as it ramped up its logistics, R&D, data, sales, and marketing investments.PeriodFY 2019FY 2020FY 20211H 2022Adjusted Gross Margin55.7%53.5%54.4%52.5%Adjusted Operating Margin2.9%14.9%15.6%(0.4%)Data source: Shopify.It expects that pressure to continue in the second half of the year as it integrates its recent $2.1 billion acquisition of the fulfillment technology provider Deliverr.As a result, analysts expect Shopify's operating margins to remain negative in 2022 and 2023, and for it to stay unprofitable through at least 2024. That combination of slowing growth and red ink makes Shopify a tough stock to recommend as interest rates continue to climb.Stick with other e-commerce stocks insteadShopify had a great run during the pandemic, but its future looks murky. It still faces competition from similar e-commerce service platforms like BigCommerce (BIGC), Adobe's Magento, and Amazon's Selz, and its price-to-sales ratio isn't that low relative to those of its industry peers.For example, the Latin American e-commerce giant MercadoLibre is growing faster than Shopify while expanding its gross and operating margins -- but it trades at just four times this year's sales. BigCommerce is also expected to generate stronger sales growth than Shopify this year, but it trades at less than five times that forecast.Based on those comparisons, it certainly isn't too late to buy Shopify's stock. Instead, investors should wait to see if its shares drop even further before pulling the trigger.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996819214,"gmtCreate":1661142338340,"gmtModify":1676536461192,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Great 👍🏼 thanks will get this 2 stocks&nbsp;[Smile]&nbsp;","listText":"Great 👍🏼 thanks will get this 2 stocks&nbsp;[Smile]&nbsp;","text":"Great 👍🏼 thanks will get this 2 stocks [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996819214","repostId":"2261213563","repostType":4,"repost":{"id":"2261213563","kind":"highlight","pubTimestamp":1661138254,"share":"https://ttm.financial/m/news/2261213563?lang=&edition=fundamental","pubTime":"2022-08-22 11:17","market":"us","language":"en","title":"Better Buy Stock: Alphabet vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2261213563","media":"Motley Fool","summary":"Should you invest in the digital advertising leader or the e-commerce giant?","content":"<html><head></head><body><p><b>Alphabet</b> and <b>Amazon</b> are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company&#39;s valuation is also down significantly from its previous high.</p><p>With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today&#39;s prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.</p><h2>The case for Amazon</h2><p><b>Keith Noonan: </b>When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.</p><p>Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it&#39;s still in the early stages of leveraging these strengths to build on its position in the category.</p><p>The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire <b>iRobot</b> should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.</p><p>Amazon&#39;s cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.</p><h2>The case for Alphabet</h2><p><b>Parkev Tatevosian: </b>The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That&#39;s a critically important business to dominate because so many purchase decisions start with an internet search.</p><p>It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet&#39;s search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.</p><p>It&#39;s estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.</p><p><img src=\"https://static.tigerbbs.com/f3e2d5ada951624d62daac3842ebff13\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG Price to Free Cash Flow data by YCharts.</p><p>Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.</p><h2>Which big tech stock should you buy today?</h2><p>Unless you&#39;re only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet&#39;s top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon&#39;s market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.</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 Stock: Alphabet vs. Amazon</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 Stock: Alphabet vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261213563","content_text":"Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is also down significantly from its previous high.With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today's prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.The case for AmazonKeith Noonan: When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it's still in the early stages of leveraging these strengths to build on its position in the category.The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire iRobot should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.Amazon's cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.The case for AlphabetParkev Tatevosian: The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That's a critically important business to dominate because so many purchase decisions start with an internet search.It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet's search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.It's estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.GOOG Price to Free Cash Flow data by YCharts.Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.Which big tech stock should you buy today?Unless you're only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet's top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon's market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9996127981,"gmtCreate":1661134577645,"gmtModify":1676536459208,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996127981","repostId":"2260866085","repostType":4,"repost":{"id":"2260866085","kind":"highlight","pubTimestamp":1661128065,"share":"https://ttm.financial/m/news/2260866085?lang=&edition=fundamental","pubTime":"2022-08-22 08:27","market":"us","language":"en","title":"Shopify's Losses in 2022 Aren't What They Appear to Be","url":"https://stock-news.laohu8.com/highlight/detail?id=2260866085","media":"Motley Fool","summary":"Shopify isn't hemorrhaging cash like it might appear at first blush.","content":"<html><head></head><body><p>2022 has been a rough year for e-commerce software giant <b>Shopify</b>, and the second-quarter earnings update brought little reprieve. Slowing revenue growth (up 16% year over year) was a problem. But the spotlight was turned on the bottom line in particular. Net losses tallied up to $2.68 billion through the first half of the year, compared to net income of $2.14 billion during the same period a year ago. Ouch!</p><p>But not so fast. Those net losses (and the net gains from last year, for that matter) aren&#39;t exactly what they appear to be. Shopify is indeed losing cash this year, but not nearly at the rate indicated by the &#34;net loss&#34; line item. Here&#39;s what&#39;s going on.</p><h2>Net loss is not the same as cash outflow</h2><p>Have your tech stocks been blown up by the bear market this year? If so, you&#39;re in the same boat as Shopify. Same as last quarter, the majority of Shopify&#39;s net losses in Q2 were attributable to its equity investments.</p><p>That&#39;s right -- on a statement of income, quarterly changes in equity investments are listed as &#34;other income or losses.&#34; So what was a massive gain in equity values last year is now headed in reverse as the market brings high-flying tech stocks back to earth. Here&#39;s a comparison of Shopify&#39;s bottom line so far this year to the first half of 2021.</p><table><thead><tr><th><p><b>Metric</b></p></th><th><p><b>Shopify First Half 2022</b></p></th><th><p><b>Shopify First Half 2021</b></p></th></tr></thead><tbody><tr><td><p>Income (loss) from operations</p></td><td><p>($288 million)</p></td><td><p>$258 million</p></td></tr><tr><td><p>Other income (expense), net</p></td><td><p>($2.56 billion)</p></td><td><p>$2.03 billion</p></td></tr><tr><td><p>(Provision for) recovery of income taxes</p></td><td><p>$173 million</p></td><td><p>($151 million)</p></td></tr><tr><td><p>Net income (loss)</p></td><td><p>($2.68 billion)</p></td><td><p>$2.14 billion</p></td></tr></tbody></table><p>Data source: Shopify.</p><p>Don&#39;t get me wrong; Shopify&#39;s e-commerce business has swung to an operating loss. However, losses aren&#39;t as extreme as they may appear. On a free cash flow basis (operating income or loss, minus capital expenditures on property and equipment), Shopify has lost only $206 million -- not $2.68 billion as indicated in the chart above.</p><p>The takeaway here is that nearly all of Shopify&#39;s reported net losses so far in 2022 are from declines in the stock market. Conversely, almost all of its net income this same time in 2021 was from <i>gains </i>in the stock market. Just like individual investors have had to deal with the bear market, so has Shopify. And according to the company&#39;s regulatory filing, it hasn&#39;t locked in much in the way of any material losses yet (by selling stock) in its equity investments.</p><h2>Where Shopify has parked its investments</h2><p>So which stocks specifically account for Shopify&#39;s recent investment declines? Buy now, pay later specialist <b>Affirm Holdings</b> and cross-border sales software provider <b>Global-E Online</b>. Shopify&#39;s investments in both of these companies were the result of business partnerships it struck with each of them to help bolster software offerings for Shopify merchants. As of June 30, the value of these investments was listed at $801 million (just over half of which was attributable to Global-E), compared to $3.21 billion at the start of the year.</p><p>Given how both stocks have fared as of late, it comes as no surprise Shopify reported big losses last quarter.</p><p><img src=\"https://static.tigerbbs.com/eabdaa1f4dd42049450f66d66619023f\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Data by YCharts.</p><p>For what it&#39;s worth, both stocks have rallied off of recent lows since the end of June, so Shopify&#39;s net losses could moderate in the third quarter if that rally holds. However, just as investing is a long game for you and me, the same goes for Shopify. If Affirm and Global-E keep expanding, their stock prices will (eventually) follow suit. Patience is required.</p><p>The good news is that after the Q2 update, Shopify&#39;s balance sheet remains in good shape. It reported $6.96 billion in cash and short-term assets, plus another $2 billion in long-term investments (equities like Affirm and Global-E, as well as long-term bonds), offset by debt of just $912 million. Shopify&#39;s bottom line may look ugly right at the moment, but it&#39;s in far better condition than it appears at first blush.</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>Shopify's Losses in 2022 Aren't What They Appear to Be</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify's Losses in 2022 Aren't What They Appear to Be\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 08:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/20/shopifys-losses-in-2022-arent-what-they-appear-to/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022 has been a rough year for e-commerce software giant Shopify, and the second-quarter earnings update brought little reprieve. Slowing revenue growth (up 16% year over year) was a problem. But the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/20/shopifys-losses-in-2022-arent-what-they-appear-to/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/20/shopifys-losses-in-2022-arent-what-they-appear-to/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260866085","content_text":"2022 has been a rough year for e-commerce software giant Shopify, and the second-quarter earnings update brought little reprieve. Slowing revenue growth (up 16% year over year) was a problem. But the spotlight was turned on the bottom line in particular. Net losses tallied up to $2.68 billion through the first half of the year, compared to net income of $2.14 billion during the same period a year ago. Ouch!But not so fast. Those net losses (and the net gains from last year, for that matter) aren't exactly what they appear to be. Shopify is indeed losing cash this year, but not nearly at the rate indicated by the \"net loss\" line item. Here's what's going on.Net loss is not the same as cash outflowHave your tech stocks been blown up by the bear market this year? If so, you're in the same boat as Shopify. Same as last quarter, the majority of Shopify's net losses in Q2 were attributable to its equity investments.That's right -- on a statement of income, quarterly changes in equity investments are listed as \"other income or losses.\" So what was a massive gain in equity values last year is now headed in reverse as the market brings high-flying tech stocks back to earth. Here's a comparison of Shopify's bottom line so far this year to the first half of 2021.MetricShopify First Half 2022Shopify First Half 2021Income (loss) from operations($288 million)$258 millionOther income (expense), net($2.56 billion)$2.03 billion(Provision for) recovery of income taxes$173 million($151 million)Net income (loss)($2.68 billion)$2.14 billionData source: Shopify.Don't get me wrong; Shopify's e-commerce business has swung to an operating loss. However, losses aren't as extreme as they may appear. On a free cash flow basis (operating income or loss, minus capital expenditures on property and equipment), Shopify has lost only $206 million -- not $2.68 billion as indicated in the chart above.The takeaway here is that nearly all of Shopify's reported net losses so far in 2022 are from declines in the stock market. Conversely, almost all of its net income this same time in 2021 was from gains in the stock market. Just like individual investors have had to deal with the bear market, so has Shopify. And according to the company's regulatory filing, it hasn't locked in much in the way of any material losses yet (by selling stock) in its equity investments.Where Shopify has parked its investmentsSo which stocks specifically account for Shopify's recent investment declines? Buy now, pay later specialist Affirm Holdings and cross-border sales software provider Global-E Online. Shopify's investments in both of these companies were the result of business partnerships it struck with each of them to help bolster software offerings for Shopify merchants. As of June 30, the value of these investments was listed at $801 million (just over half of which was attributable to Global-E), compared to $3.21 billion at the start of the year.Given how both stocks have fared as of late, it comes as no surprise Shopify reported big losses last quarter.Data by YCharts.For what it's worth, both stocks have rallied off of recent lows since the end of June, so Shopify's net losses could moderate in the third quarter if that rally holds. However, just as investing is a long game for you and me, the same goes for Shopify. If Affirm and Global-E keep expanding, their stock prices will (eventually) follow suit. Patience is required.The good news is that after the Q2 update, Shopify's balance sheet remains in good shape. It reported $6.96 billion in cash and short-term assets, plus another $2 billion in long-term investments (equities like Affirm and Global-E, as well as long-term bonds), offset by debt of just $912 million. Shopify's bottom line may look ugly right at the moment, but it's in far better condition than it appears at first blush.","news_type":1},"isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998218073,"gmtCreate":1661003795395,"gmtModify":1676536437651,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👌&nbsp;[Smile]&nbsp;","listText":"👌&nbsp;[Smile]&nbsp;","text":"👌 [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998218073","repostId":"2260126340","repostType":4,"repost":{"id":"2260126340","kind":"highlight","pubTimestamp":1660962485,"share":"https://ttm.financial/m/news/2260126340?lang=&edition=fundamental","pubTime":"2022-08-20 10:28","market":"us","language":"en","title":"3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2260126340","media":"Motley Fool","summary":"A lot of surprising companies are paring back their payrolls lately. Some of them should bounce back soon.","content":"<html><head></head><body><p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn&#39;t mean that you should &#34;lay off&#34; the stocks.</p><p><b>Shopify</b>,<b> Wayfair</b>, and <b>Netflix</b> have all stunned the market by announcing plans to eliminate personnel. It doesn&#39;t mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let&#39;s see why they could be potential buy candidates here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92cb68d5dd36548b06d82d526552a624\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Shopify</h2><p>There was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn&#39;t play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.</p><p>Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company&#39;s initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.</p><p>Business has slowed, and that makes the stock&#39;s valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It&#39;s empowering merchants, and that&#39;s a long-term approach to success.</p><h2>2. Wayfair</h2><p>The latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it&#39;s reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it&#39;s real. The layoffs cover 5% of its global workforce and 10% of its corporate team.</p><p>Wayfair became one of the market&#39;s biggest winners during the early stages of the pandemic, as local showrooms weren&#39;t open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.</p><p>It&#39;s not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country&#39;s initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair&#39;s sales are still 40% higher than they were three years ago.</p><p>The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it&#39;s a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.</p><h2>3. Netflix</h2><p>It&#39;s not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.</p><p>The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it&#39;s easy to believe that the worst is over for the top dog of streaming-service stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right 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\">\n3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","W":"Wayfair","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260126340","content_text":"There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should \"lay off\" the stocks.Shopify, Wayfair, and Netflix have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.Image source: Getty Images.1. ShopifyThere was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.2. WayfairThe latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.3. NetflixIt's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998004680,"gmtCreate":1660889794942,"gmtModify":1676536419567,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998004680","repostId":"1115107234","repostType":4,"repost":{"id":"1115107234","kind":"news","pubTimestamp":1660886970,"share":"https://ttm.financial/m/news/1115107234?lang=&edition=fundamental","pubTime":"2022-08-19 13:29","market":"us","language":"en","title":"Shopify: Is The Long-Term Opportunity Worth The Short-Term Pain?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115107234","media":"Seeking Alpha","summary":"SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.Th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.</li><li>The shares have been done in, not just by the repricing of IT shares in general, but by a partial return of consumers to a pre-pandemic shopping pattern.</li><li>In addition, management made a significant mis-judgement about the durability of the ecommerce growth spike, which has led to a collapse of operating margins.</li><li>The company has already taken appropriate steps to manage costs consistent with current ecommerce growth expectations.</li><li>The company has a significant number of growth initiatives that are underappreciated, and not recognized in current consensus estimates.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/658559ac9a4c7256182fbcfce9c459f7\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>JHVEPhoto</span></p><p><b>Shopify - a dispassionate look from a onetime shareholder</b></p><p>The last time I personally owned Shopify (NYSE:SHOP) was during 2019. The last time I wrote on the company for SA was back in April 2020. It wasjust at the end of the pandemic induced market swoon and the shares were at an adjusted price of $42, on their way to as high as $180 last November before plummeting to current levels. The shares have bounced a bit since they made a low near the middle of June. Part of the bounce was a function of the release of earnings on July 27, 2022-not that the results were good, but that they weren’t any worse than feared. And of course there was an initial sign-although just that-about peak inflation having been reached, with a path that many expect to be downward from this point. Other factors in the bounce of the shares may be their oversold nature, or maybe some realization that the specifics of the quarter really don’t provide much in the way of guidance as to the ultimate future of ecommerce or the leadership role of Shopify in that trend.</p><p>This is not intended to be some kind of trading call on buying Shopify shares. In the course of writing this, the latest inflation reports-both CPI and PPI-proved to be much cooler than anticipated. And not terribly surprising, markets spiked, and the valuations of growth shares expanded. In addition, the analyst at Atlantic Equities, Kunaai Maide,has raised his rating for Shopify shares to the equivalent of buy, although the $46 price target he has set seems a bit at variance with the recommendation. I am not suggesting that there is some urgent need for investors to buy Shopify shares immediately, rather that this is a reasonable entry point for long-term investors.</p><p>And I might add, Shopify shares exist both as part of the entire consumer economy and as a high growth IT stock. There are many who contend that the stock market rally since May is a typical bear market rally. The view has been expressed on the pages of SA, and elsewhere, and I am not going to try to litigate the point. If this is a bear market rally, and if investors are not prepared for earnings revisions, then Shopify shares are not going to defy gravity. It is not my purpose here to suggest that Shopify is going to report some growth spurt and free cash flow generation in the next one or two quarters.</p><p>At the moment, it seems as though analyst opinion is fairly divided on the outlook for Shopify shares,with 1st Call Indicating 24 buy ratings, 19 holds recommendations and 1 underperform rating. If I were simply to look at Shopify shares based on the most recent earnings report, or even consensus expectations for revenues, earnings and free cash flow in the next couple of quarters, I would give the shares a pass. They are by no means remarkably cheap on an EV/S basis and even after the company’s layoff,it is not going to generate free cash flow of any substantial level, or any at all, for at least the next year.</p><p>But in my view, Shopify as a company has huge opportunities that are not appropriately recognized in the current valuation of the shares. Simply put, negative analysts are looking at today’s Shopify and finding a picture with plenty of warts. I am trying to look out 12-24 months and I see opportunities as well as the issues. If Shopify executes well and achieves the promise of the opportunities the shares will be double or triple where they are before analysts catch up to a changed reality.</p><p>Shopify as a company does not exist outside the rest of the economy. Right now, with consumers hurting, and with overall consumer behavior reverting to some degree to pre-pandemic patterns, the company’s growth has slowed dramatically. But it is still outpacing growth in retail sales, and the company is still growing its share of the ecommerce market. I don’t imagine that the growth of GMV which was 11% last quarter (8% growth in ecommerce revenues) has seen a percentage growth trough, but because of the many demand tailwinds the company is experiencing as part of its merchant solutions offering, I think that the 16% year on year revenue growth seen last quarter, may be the minimum value for that metric.</p><p>This is the leading company, other than Amazon (AMZN) in ecommerce, it has a well-experienced management team, and it has launched the kinds of initiatives that can, over time, kick start growth. And that is why I have chosen to reconnect with Shopify and to write this article at this point. I would like to say I know how to call bottoms, and on rare occasions I have, but that is more chance then analytical expertise. Shopify’s recent low of around $30 seems likely to be a bottom since all the negative news about the company is on display; that said, the environment for ecommerce and for retail in general has certainly deteriorated from where expectations had been 6 months ago. (Perhaps today&#39;s earnings reports from Walmart (WMT) and Home Depot (HD) might suggest a trough performance for retail sales, but that is not something I wish to discuss further in this article.)</p><p>The road back or forward, depending on the lexicon, is going to be long and arduous. The company,as the CEO acknowledged,made a wrong bet on the durability of the spike in ecommerce growth as the impacts of the pandemic waned. Paying the price for that, and resetting goals and strategies, is likely to be a complex undertaking with many moving parts. Not only does Shopify have to deal with its own miscues, but it is also subject to the headwinds of the retail space as a whole, as consumers pivot their shopping to food and fuel as inflation devours their discretionary income. But presumably lots of questions about the company’s future are baked into its valuation, and while not likely visible in the next couple of quarters, most of Shopify’s opportunities have been ignored or undervalued, in my opinion.</p><p>I will discuss valuation in more detail later in this article. It is a difficult discussion because Q2 results were so weak. Right now, based on a 4 quarter sales estimate of $6.05 billion, the company’s EV/S ratio is a bit greater than 7X.The sales estimate is a bit less than the published consensus for the next 12 months and does include the addition of Deliverr-an acquisition that closed last month. it is also likely, at this point, that many analysts have not entirely adjusted their current estimates to account for macro weakness, and the strengthening of the USD. The company burned cash last quarter, and it will probably do so for this calendar year. Shopify’s EV/S ratio is about average for a company with a 3 year CAGR of 27%, my current estimate. Of course, right now, Shopify’s growth is far less than that; the purpose of this article is to point out just how the company can reaccelerate growth, return to profitability and cash generation, and justify my purchase recommendation.</p><p>I want to make clear that this article is neither a catalyst watch-positive, to use a rating popularized by Bank of America analysts, or is it some call that the bottom is in at this point. After the last 9 months or so of merciless valuation compression, some of it more driven by extreme negative sentiment as opposed to considered analysis, at least in my opinion, it would be silly for this author to claim that kind of prescience. But the fact is that the shares have lost more than 75% of their value in less than 9 months, and there is no particular evidence that I have seen to suggest that the company has lost its position as the leader, if not the leader in retail e-commerce outside of Amazon (AMZN). While the price alone doesn’t make the shares worth a look, the combination of the price decline, coupled with the many elements of the company’s offering as well as a visionary management team do suggest that it might be time to do a deep dive on the prospects for the company-not just in the next 2-3 quarters but over the next 2-3 years.</p><p>There are more than a few issues that will have to be resolved before this company can resume a trajectory to sustained hyper-growth and profitability. Obviously, a significant issue is the future of e-commerce. Ecommerce sales these days are estimated to be around 22% of total retail sales; they were 15% of total retail sales before the pandemic, and some surveys suggest that by 2026, ecommerce sales will be 27% of the total. That works out to an ecommerce CAGR of about 14% over the next few years. No one is buying Shopify shares for a 14% revenue CAGR so the next issue to be considered is its strategic initiatives.</p><p>What are the strategic pieces that can restore the company’s growth from the levels just reported? The company offers an off-line solution, i.e. a solution for bricks and mortar merchants which is starting to ramp. The company has developed some partnerships with various social media companies; yes, those companies whose results were so disappointing most recently.Shopify Plus is the company’s enterprise platform that has become a significant part of the company’s overall business. Within Plus, is a set of tool called Shopify Audiences which help[s merchants target their campaigns toward likely purchasers.</p><p>Shopify has cross border management tools, some developed in partnership with Global-e (GLBE) that exist within Shopify Markets. Localizing an ecommerce experience is a significant demand driver for Shopify merchants. It is also a differentiated service that is not offered by the many Shopify competitors. The company has continued to expand its Shipping and Capital offerings and has facilitated customization through Functions.</p><p>Shopify’s business since the company’s foundation has essentially been focused on providing ecommerce solutions to enable entrepreneurs to open stores on its platform to facilitate an ecommerce shopping experience. But the company has aspirations to move beyond its roots of facilitating B to C ecommerce by facilitating B to B ecommerce Certainly, many of the company’s larger Shopify Plus customers are already engaged in selling in that space, and Shopify is attempting to add to its stripes by developing B to B solutions.</p><p>Of course the biggest bet that Shopify is making is Shopify Fulfillment. It is one of the more controversial, and yet one of the more significant opportunities for the company. Shopify President, Harley Finkelstein, has laid out a rather elaborate and comprehensive vision of just how Shopify intends for its fulfillment offering to function, both in this latest conference call but in a series of &#34;fireside chats&#34;. It is a multi-year aspirational journey that is going to cost quite a bit before the ultimate success of the bet is known.</p><p>During the course of the conference call, Tobi Luedtke, Shopify’s CEO talked about how a founder led organization like his winds up taking bets.</p><blockquote>And I think, sort of founder-run companies in general tend to be very bets-driven. And therefore, the growth patterns are different, right? Like especially this week, I feel it, why more managerial-run companies tend to not engage in bets. Mathematically, they make a lot of sense. Obviously, you ought to take a 20% chance at a 10x increase. But it&#39;s -- you feel it when they don&#39;t work, and it tends to be a somewhat public thing.</blockquote><p>Ultimately, I believe, that the investment thesis for this company is a bet. I acknowledge that for a variety of reasons I think bets like the ones that this company has teed up are worth taking in the ecommerce space. To frame the investment case in a rather simplistic fashion: the question is can the initiatives described above coupled with the expected growth in the overall ecommerce space result in a 3 year CAGR of 25%-30% with consistently positive operating margins and free cash flow? That, of course, is not the consensus projection. If it were, I wouldn’t choose to write this article.</p><p>Not all of the financial analysis in the world is going to tell investors whether they should buy these shares at this time and at this price. At this point, Shopify shares aren&#39;t that kind of investment. For the record, the EV/S ratio based on the growth rate that has been projected by the consensus for the next 12 months is about 7.3X. based on the $39.58 share price as of Tuesday afternoon, August, 16, 2022 And the company is going to have a cash burn this year, and may still burn cash in 2023. Those metrics are far from providing the basis of a positive investment recommendation, and I certainly don’t expect much positive alpha in the next couple of quarters, or perhaps a bit longer.</p><p>Of course, I will provide projections and my take on what they mean for the discounted present value, but the issue is going to be just how the bets the company is taking are going to work out. If a preponderance of them, and the largest amongst them work out well, then the shares have huge upside. The downside for the shares is years of underperformance, although probably not the catastrophic fall of the last 9 months. Not all of these initiatives are going to be equally successful. And the largest initiative, that of Shopify Fulfillment, is a multi-year project.</p><p>Writing recommendations for a broad audience can be a fraught undertaking. This is not a trading call that says to buy Shopify shares today. It is a call that suggests that for longer-term investors, and those interested in playing a recovery scenario, this is a fair entry point with an upside that could yield 2X-3X over a period of a couple of years.</p><p><b>Taking a look at the latest quarter and guidance - not the most pleasant reading</b></p><p>It has been a few weeks since Shopify reported its most current quarter. In this economy, many things change in a few weeks and of course narratives also change, sometimes more than real facts. But I look at Q2 results as a baseline-although perhaps not a trough, so the results need review. Simply put; the results weren&#39;t pretty. It should be noted that at this point, Shopify is not giving explicit quarterly guidance because of its inability to forecast how the macro environment will wind up impacting the company&#39;s business results.</p><p>Total revenue in the quarter was $1.3 billion, growth of 16% and showing continued deceleration. Revenue growth in Q1-2022 had been 22%. Sequential growth as well as of the other sub-headline metrics showed similar deceleration. In particular, gross merchandise value on the platform rose just 11%, compared to growth of 16% in Q1. Sequential growth was a bit greater than 7%, although that is far less than a typical Q1 to Q2 upside. Management called out the growth in off-line GMV of 47%, but that meant that on-line GMV rose just 8% and as far as it goes, the percentage growth rate of the company’s off-line GMV slowed substantially from the prior quarter when it was 80%. The sequential growth of ecommerce GMV was about 9%.</p><p>Shopify reports two business segments and has since it has been a public company. Subscription Solutions revenue is about 28% of the total, and essentially is related to the number of users who are paying the company a monthly charge for the use of the platform. Subscription services revenue growth of 10% was the lowest in years. Some of the slow growth relates to a change in terms that went into effect in Q3-2021; the sequential change in subscription services revenues was greater than 6%.</p><p>The growth of Merchant Solutions was a bit higher at 18%. Merchant solutions is most correlated to the payment volume on the SHOP platform but it also relates to increasing percentages of transactions using Shop Pay, Shop Capital and the cross border solution of Shopify Markets. The impact of an 11% increase in GMV, coupled with a rising proportion of GMV transacted using Shop Pay, and the other offerings drove this result. The sequential growth in Merchant Solutions revenue was 8%.</p><p>As mentioned, the company doesn’t provide an explicit forecast for revenues and earnings. What it has said in the matter of providing a forecast is that Merchant Solutions growth will be significantly greater than growth of Subscription Services. The company is betting that its localized subscription offering will boost the number of new merchants joining the platform going forward. Overall, Merchant Solutions revenue growth will continue to be greater than the growth of GMV. Merchant Solutions which will include the impact of an acquisition will have lower gross margins than Subscription Services.</p><p>The CFO also discussed the view that “both GMV and total revenue in 2022 to be more evenly distributed across the 4 quarters”. The CFO forecast an increase in customer acquisition in 2H, perhaps because of the offering of localized content for its merchants.</p><p>This has led to a consensus forecast for growth to reaccelerate to about 20% in the next two quarters. Part of the expected growth “reacceleration” really is a function of the huge deceleration of sales growth that occurred in the last half of 2021. Given the expense growth moderation, and the less seasonal pattern being forecast, consensus EPS forecasts for the current quarter show a non-GAAP EPS estimate of a $.09 loss, followed by a non-GAAP EPS loss forecast for Q4 of $.04. Revenues in Q3 and beyond will include Deliverr which probably is adding between $40 million-$50 million to quarterly totals. Just as aside, the 1stCall consensus for revenue, as published on Yahoo is inaccurate-the real consensus revenue forecast for the current year is just a bit less than $5.7 billion-not $7 billion, which is actually the consensus revenue expectation for 2023.</p><p>Not terribly surprisingly, profit numbers proved to be even worse than the revenue reported. Gross profit dollars grew by 6%, so non-GAAP gross margins contracted to 51% compared to 56% a year ago. GAAP operating margins went from 12% of revenue to a kiss if 15% of revenue. The result of these cost spikes drove the non-GAAP operating loss to 3% of revenue compared to a non-GAAP operating margin of 25% in the prior year.</p><p>The company’s cash flow trends were also uninspiring. Overall, the company burned $177 million in cash last quarter, a burn margin of 13.7%. That’s despite an SBC expense that ballooned to 20% of revenue from 13% in the year earlier period.</p><p>While I have presented the financial information, it should be viewed in context. The results for the prior year represented a peak period for e-commerce with revenue growth in that quarter of 57%. It was that kind of growth that enabled the company to report strong margins. Shopify’s mantra is to look at a 3 year CAGR to discern trends. While I can’t dispute the logic, it doesn’t take away from the company’s miscue of improperly forecasting that ecommerce trends would continue at elevated levels as shoppers returned to patterns in which anxiety about in-person shopping has abated with a concomitant return to shopping in physical as opposed to virtual locations. Taking nothing away from the management team, it ought to be evident that their forecasting skills are not anywhere close to perfect.</p><p>The question isn’t what Shopify has reported. Those results were just as dreadful as had been feared. The question to consider is whether the company will be able to right the ship in the next year or two. Despite the puts and takes of cash flow. Shopify won’t be running out of cash any time in the near future. It had a bit more than $7 billion in cash before paying a bit less than $2 billion in cash to acquire Deliverr, and while it does have a senior convertible note outstanding, the maturity is not for a few years.</p><p>In this kind of environment, the company, given its position, is likely to be able to enhance its market position in the ecommerce space. While the company has made the difficult decision to lay off 10% of its staff, and to cut back on some initiatives, it has the scale to continue to invest in key components of its platform. Many of its competitors, of whom there are many, will simply not be in a position to make the required investments to provide additional functionality for aspiring ecommerce merchants.</p><p><b>Understanding a couple of the company initiatives</b></p><p>Shopify, these days is a relatively sizeable business-overall revenues, despite the growth slowdown are running at a rate of $7 billion adjusted for typical seasonality. Many of the company’s initiatives are more incremental than significant in the context of the company’s revenue size. There are basically two ways for the company to achieve a growth rate in the mid-high 20% range, the level that I believe necessary to rekindle investor interest and to restore investor faith in management and in the relevance of Shopify as an investment. One, it needs to enhance the appeal of the company’s offering to larger merchants. And two, it needs to capture a greater proportion of the transaction value of its GMV. In my opinion, the two key initiatives that are worth looking at in that regard are Shopify Plus and Shopify Fulfillment.</p><p><b>Shopify Plus</b></p><p>Shopify Plus is Shopify’s solution for the enterprise. It has been around in its current format since 2017, although it is only in the last couple of years that it has been a significant component of the Shopify offering. While, as shown earlier, last quarter was certainly one in which the company dealt with several significant challenges, Shopify Plus has been seeing steady growth quite a bit faster than the rest of the company. Monthly recurring revenue on the platform rose to 31% of the Shopify’s total ARR. Overall, that means that Shopify Plus ARR was up by more than 33% year on year and rose by more than 6% sequentially, while total ARR rose by less than 2%.</p><p>Shopify Plus plans start at $2000/month for access to the platform. There is a revenue share fee as well for sales greater than $800k/year. There is a typical credit card processing fee, in the event that a user isn’t using Shop Pay. Further, it is typical for Shop Plus customers to buy some third party functionality such as loyalty programs and more elaborate search capabilities.</p><p>When many investors think of Shopify, they think of it as a home for smaller entrepreneurs looking to sell products and services on the internet. It is certainly that, but for the last few years now, the company has been focusing some of its effort on acquiring much larger customers, and despite the overall results last quarter, it is self-evidently having some success in that endeavor.</p><p>One example of a well known brand that has chosen Shopify Plus has been Heinz in the UK. Heinz is probably not the kind of brand that one associates with Shopify, but it felt the need to have a direct to consumer offering and it used the Shop Plus platform to launch Heinz to Home in the UK. The offering has apparently been successful; the company has added product bundles of additional foods to the site.</p><p>Staples is another brand that might be considered as a surprising customer for Shopify. The company’s Canadian operation had been using a home grown platform. Home grown platforms, almost by definition, require lots of support, and because of how they have been built, they often crash in high volume periods. They also are fairly inflexible given they often were built being cost constrained, rather than optimized for modern ecommerce standards. Most of those issues were resolved by moving the Staples Canada ecommerce platform to Shop Plus. The competition for the replatforming deal included Salesforce, Oracle and SAP Hybris. Their solutions would have taken twice as long to implement and were more than twice the cost.</p><p>Finally I will mention UNTUCKit, another relatively prominent brand. It is a brand I know, but I can assure users it is a brand my body shape will never permit me to use. UNTUCKit is probably a brand whose presence on the platform is less of surprise, although it is, to be sure, a far larger business than what are considered to be Shopify’s core customers. It is the kind of brand that never could have successfully used the core Shopify offerings. But with Plus, and with Shop Pay, which is used to transact more than 50% of the GMV on the platform, the company had significant sales success. Last quarter new Plus customers included POND’s, Tetley Tea, Gold’s Gym as well as a raft of celebrities who use the platform to sell their own line of clothing.</p><p>One of the more recent components of the Plus offering is that of Shopify Audiences. The technology of the tool is based on AI and machine learning. Audiences is a tool to optimize and direct marketing and to improve the efficiency of advertising spend. Initially the lists created by Audience are exported directly to Facebook and Instagram, and that will be extended to a more comprehensive list of ad platforms over time. It is now included as part of Plus and is intended to accelerate new customer acquisition of the Plus offering.</p><p>There are plenty of competitors for Shopify Plus and each one has its own share of features. I have linked here to a list of the most significant competitors as compiled by G2. Included in the list are the likes of Adobe (ADBE), SAP (SAP), Salesforce (CRM) and Oracle (ORCL). All of these competitors cost far more than a Shopify Plus subscription, and they take much longer to deploy and start producing results. Shopify Plus continues to enjoy a significant growth runway and I expect that will be the case for the for the foreseeable future.</p><p><b>Fulfillment by Shopify</b></p><p>Fulfillment by Shopify is the most important current initiative and opportunity the company has to reaccelerate growth, according to company founder, Tobi Lutke. The company announced its fulfillment network in July 2019. It has been the major focus of the company since it was announced and it has been quite controversial amongst analysts and investors. Overall, in the company’s most recent investor presentation,it has indicated that the build out of the fulfillment capability would cost $1 billion over the next couple of years, and with the purchase of Deliverr, that investment will reach more than $3 billion.</p><p>One of the principle advantages larger retailers have when compared to merchants on the Shopify platform is their ability to deliver product within a day or two on a guaranteed basis. Obviously, both Amazon and Walmart have offered guaranteed 2 day delivery to their on-line customers for some time now. For a smaller merchant, the ability to offer guaranteed 2 day delivery is a key factor in being able to successfully compete with the retail behemoths in the ecommerce space.</p><p>Another advantage enjoyed by larger merchants relates to their ability to optimize their supply chains. The process of moving a product from procurement to a buyer is far more complex, and can come with many issues that were highlighted during the disruptions caused by the pandemic.</p><p>Shopify has been providing shipping services to its customers for years. The fulfillment service is different in that Shop’s customers can have their inventory sent to Shopify fulfillment centers and then packed and shipped with a guaranteed delivery date. Part of the service involves balancing inventories to optimize the supply chain to prevent running out of product, but to minimize investment in product. Shopify’s technology attempts to optimize for location and quantity vs. demand.</p><p>Last month, the company closed its largest acquisition thus far, a company called Deliverr. Deliverr was founded in 2017. The company had been offering fulfillment services to a variety of ecommerce companies including Walmart, eBay (EBAY) and Amazon. 80% of the $2.1 billion consideration was paid in cash, and will be reflected in the Q3 balance sheet. The balance of the consideration consists of SHOP shares and will be accounted for as stock based compensation and will vest over time. While Deliverr is obviously strategic for Shopify’s fulfillment network aspirations, and seems likely to be used by a substantial cohort of Shopify’s current and future merchant base, it probably will lose some of its more prominent clients who are obviously SHOP competitors, over time. There are certainly are other companies, including a couple that are a bit larger who offer a comparable service to that available from Deliverr.</p><p>The company launched a pilot program with Flexport which offers SHOP customers the ability to ship inventory at a pallet-level on pre-booked container ships. While that kind of thing sounds remarkably pedestrian for a growth company, it resonates with merchants who have experienced incredible shipping issues during the course of the pandemic and its aftermath. Shopify was an investor in the latest Flexport funding round.</p><p>At this point, Shopify hasn’t broken out the revenue contribution from its offerings of fulfillment services nor has it made a projection as to what kind of revenue might be anticipated in any kind of granular sense. While the CFO does provide a metric with regards to payments and calls out its Capital and Marketplace offerings, she hasn&#39;t provided any granular perspective on the size of its current shipping and logistics revenues.</p><p>Fulfillment at Shopify is based on technology that allocates inventory based on machine learning/predictive analytics. The technology predicts where and what quantities of inventory are needed in the company’s distribution locations. With the addition of the Flexport service and Deliverr, the company has now put into place an end to end logistic capability that can level the playing field for its merchants in a cost effective fashion.</p><p><b>Shopify’s other growth initiatives</b></p><p>As I have mentioned, the key to Shopify as an investment relates to the ability the company has to grow its revenues at a rate significantly greater than the rate of the projected 14% e-commerce CAGR. Besides the 2 major opportunities, the company has many other offerings that are helping it grow revenues at rates significantly faster than the growth of GMV. At this point, ShopPay has been around for years. Last quarter, shop pay reached a 53% penetration rate, up from 48% a year ago, and total payments processed rose by 23%, despite a 200 bps headwind from FX. The company doesn’t provide specific figures for the use of Shopify Capital on a quarterly basis. It’s not a central element of the company’s business as it has become for Block (SQ). At the end of 2021, merchant cash advances were just $324 million, which suggests that its contribution to revenue is no more than 2%. Another interesting initiative is that of ShopPay Installments, the Buy Now/Pay later offering that is a result of the Shopify’s partnership with Affirm (AFRM).</p><p>Perhaps the biggest potential initiative is that of Shopify Markets which is a relatively recent launch. Some of the technology for the offering which offers cross border, business to consumer functionality is apparently based on the technology that is part of the partnership that Shopify has struck with Global-e. Shopify Markets offers most of the functionality available through Global-e including local currency and payment methods, local pricing., product availability per market, local languages and the automatic calculation of duties and custom fees which are shown at checkout.</p><p>The offering just became available in late May, but the CFO talked about good traction in select international markets and proclaimed that she was very excited. The company is forecasting a reacceleration in the number of new merchants on the Shopify platform and the functionality offered by Shop Markets has been suggested to be the key driver in that expectations.</p><p>The results of Global-e reported as I have composed this article suggest that the cross-border opportunity is alive, well and being realized, and the technology integrations between Shopify and Global-e are proceeding as planned. While of course the partnership means more to Global-e than to Shopify on a relative basis, the commentary from GLBE management was very supportive of the notion that Shopify Markets will be a significant growth driver for the company in future years.</p><p>Finally, the company has been engaged in building its presence in the traditional, bricks and mortar retail space with its POS Pro offering. The offering was initially made available as a commercial solution in the fall of 2020. It is an omni-channel solution that includes POS hardware, a full suite of retail software that includes most of the features that are available from other vendors of retail software such as Oracle and SAP, and of course complete integration into the Shopify ecosystem. Initially, much of the POS Pro volume has been coming from existing Shopify customers who wanted to have a single software/IT platform. Shopify does present the percentage growth of POS pro, but not its actual dollar contribution. That said, the numbers can be approximated since the company does offer percentage growth for both on-line and off-line sales. At this point, while Pro GMV has been growing substantially in terms of percentages, its actual contribution to SHOP GMV and its revenue is relatively minimal.</p><p>It is almost inevitable that not all of these initiatives will achieve equal success. The biggest initiative, Fulfillment by Shopify is still a work in progress, while the same is basically true of Shopify Markets. It will probably be another year before Shopify is able to achieve significant revenues from its fulfillment offering. But I think a holistic view of the company’s initiatives is supportive of a forecast that the company can return to growth in the mid-high 20% range, with one or more years above that kind of growth in an expanding economy.</p><p><b>Shopify’s Competitive Position</b></p><p>Shopify’s largest single competitor has been, and will remain Amazon. Amazon has a more than 40% share of the ecommerce market, compared to a 10% share for Shopify and a 5%+ share for Walmart based on reported GMV metrics. While of course, Shopify doesn&#39;t compete directly with Amazon, its merchant do, and the initiatives I have outlined above are designed to enhance the competitive position of its merchants vis-à-vis Amazon and Walmart. As has been the case for some time, Shopify on-line commerce revenues have been increasing more rapidly than its two rivals, and that should continue to be the case for the foreseeable future. While of course Amazon and Walmart are retail behemoths, and are likely to remain so, Shopify offers some significant advantages for some brands. Shopify Plus, for example is far less costly and provides brands the ability to use highly targeted marketing to achieve objectives.</p><p>While it will be years, if ever, before Shopify can match the logistics capability of either Amazon or Walmart, the combination of Deliverr, Flexport and the buildout of Shopify’s distribution facilities is likely to provide brands and merchants with a platform that can effectively compete with Amazon and Walmart if execution is handled properly.</p><p>While Amazon and Walmart are not typically listed as competitors, the fact is that brands can sell their merchandise or their services on-line or even off-line through a variety of channels which include all 3 vendors. The business opportunity for Shopify is to capture more brands, and more of the retail value chain, as well as finding new entrepreneurs who want to establish their stores on the Shopify platform. The company’s investment strategy is very focused on providing the brands and the merchants using its platform with features and benefits that are beyond what those brands might realize selling through Amazon.</p><p>In terms of e-commerce site builders competitors include Wix (WIX), BigCommerce (BIGC), Square on-line and Woo Commerce. The difference in scale between SHOP and its most direct competitors is enormous. That makes competition for these vendors very difficult in an environment in which slowing growth is challenging everyone to conserve resources.</p><p>I believe that a significant component of the positive investment thesis for Shopify is its opportunity to gain substantial share in the ecommerce market and to develop some level of penetration in terms of the software/hardware that it is offering for bricks and mortar retail operations. The competitive environment seemingly supports the realization of market share gains.</p><p><b>Wrapping Up: Shopify’s business model, its valuation and some final thoughts</b></p><p>While Shopify shares have rallied considerably from the low that was made under $30/share in June, the shares are still down by almost 80% from the peak they reached in mid-November. The decline was partially driven by the implosion in the value of many high growth IT names, but a significant component of the valuation compression relates to a far different outlook for the growth of ecommerce. Shopify misjudged the durability of the spike in ecommerce, and thus has faced not just a falling growth rate, but severe margin pressures as well. As a result of the mismatch between rapid cost growth and much slower revenue growth, margins have disappeared. The company has taken significant steps to restrain the growth of its costs, but the real impact of that remediation won’t be seen until Q4, and most completely in 2023. Thus, the company’s current margin profile is not indicative of long term business model trends.</p><p>I can’t imagine that there are any readers who anticipate that the share price rebound is suggestive of a turn in the near term growth prospects for this company. This isn’t the place to dissect the probability or duration of a recession or of Fed policy. But the numerous headwinds with regards to consumer discretionary spending are impacting the opportunities of all retail operators this year, and perhaps into some part of 2023.</p><p>At this time, Shopify shares have an EV/S ratio of around 7X. That is not a remarkable bargain, but neither are the shares &#34;insanely over-valued.” But the reality is that the shares should be considered as a bet on the many growth initiatives the company is pursuing. Of these, the most existential is probably Fulfillment by Shopify, but the company’s solutions that allow its merchants to support a direct international ecommerce presence, its foray into providing merchants with a platform for bricks and mortar retailing and its Shopify Plus offering are all providing the company with considerable growth tailwinds.</p><p>I believe that these initiatives, coupled with and concomitant with ecommerce market share gains will provide the fuel to restore Shopify’s CAGR to the mid-high 20% range with the probability of one or two years actually above that estimate. And with more rapid revenue growth, the company should be able to restore its business model to one that generates a consistent double digit free cash flow margin.</p><p>This isn’t going to happen in the next couple of quarters. The fulfillment initiative is really just in its nascent stages, and Shopify Markets is just a little bit further on. And while the results of Walmart and Home Depot reported today may suggest that retail sales performance is bottoming, I still expect some macro headwinds to limit the growth of Shopify revenues for the balance of this year.</p><p>It is not uncommon for analysts to talk about waiting until a certain transition is visible before recommending shares. The problem with that is that when something is visible, and recognized, the shares have probably already reflected that positive inflection. If Shopify were to announce, for example, some quantitative measure detailing positive results for its fulfillment initiative, its shares would almost surely rise by 25% in short order. The same might be said as well with regards to the market for IT shares as a whole. The current macro headwinds are all well recognized, and despite bounces, the valuation of most IT companies certainly reflects that reality. The question is not the current presence of well recognized headwinds, but when they will subside and lose their ability to constrain demand.</p><p>It is my expectation that several of Shopify’s growth initiatives will start to produce visible results in the next 12 months, while I also anticipate that the growth in Shopify Plus will continue to exceed 30%. While I have not yet reestablished a position in Shopify shares, I plan to do so shortly. I believe it will be able to produce positive alpha, not immediately perhaps, but over the next 12 months.</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>Shopify: Is The Long-Term Opportunity Worth The Short-Term Pain?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify: Is The Long-Term Opportunity Worth The Short-Term Pain?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 13:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.The shares have been done in, not just by the repricing of IT shares in general, but by a partial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115107234","content_text":"SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.The shares have been done in, not just by the repricing of IT shares in general, but by a partial return of consumers to a pre-pandemic shopping pattern.In addition, management made a significant mis-judgement about the durability of the ecommerce growth spike, which has led to a collapse of operating margins.The company has already taken appropriate steps to manage costs consistent with current ecommerce growth expectations.The company has a significant number of growth initiatives that are underappreciated, and not recognized in current consensus estimates.JHVEPhotoShopify - a dispassionate look from a onetime shareholderThe last time I personally owned Shopify (NYSE:SHOP) was during 2019. The last time I wrote on the company for SA was back in April 2020. It wasjust at the end of the pandemic induced market swoon and the shares were at an adjusted price of $42, on their way to as high as $180 last November before plummeting to current levels. The shares have bounced a bit since they made a low near the middle of June. Part of the bounce was a function of the release of earnings on July 27, 2022-not that the results were good, but that they weren’t any worse than feared. And of course there was an initial sign-although just that-about peak inflation having been reached, with a path that many expect to be downward from this point. Other factors in the bounce of the shares may be their oversold nature, or maybe some realization that the specifics of the quarter really don’t provide much in the way of guidance as to the ultimate future of ecommerce or the leadership role of Shopify in that trend.This is not intended to be some kind of trading call on buying Shopify shares. In the course of writing this, the latest inflation reports-both CPI and PPI-proved to be much cooler than anticipated. And not terribly surprising, markets spiked, and the valuations of growth shares expanded. In addition, the analyst at Atlantic Equities, Kunaai Maide,has raised his rating for Shopify shares to the equivalent of buy, although the $46 price target he has set seems a bit at variance with the recommendation. I am not suggesting that there is some urgent need for investors to buy Shopify shares immediately, rather that this is a reasonable entry point for long-term investors.And I might add, Shopify shares exist both as part of the entire consumer economy and as a high growth IT stock. There are many who contend that the stock market rally since May is a typical bear market rally. The view has been expressed on the pages of SA, and elsewhere, and I am not going to try to litigate the point. If this is a bear market rally, and if investors are not prepared for earnings revisions, then Shopify shares are not going to defy gravity. It is not my purpose here to suggest that Shopify is going to report some growth spurt and free cash flow generation in the next one or two quarters.At the moment, it seems as though analyst opinion is fairly divided on the outlook for Shopify shares,with 1st Call Indicating 24 buy ratings, 19 holds recommendations and 1 underperform rating. If I were simply to look at Shopify shares based on the most recent earnings report, or even consensus expectations for revenues, earnings and free cash flow in the next couple of quarters, I would give the shares a pass. They are by no means remarkably cheap on an EV/S basis and even after the company’s layoff,it is not going to generate free cash flow of any substantial level, or any at all, for at least the next year.But in my view, Shopify as a company has huge opportunities that are not appropriately recognized in the current valuation of the shares. Simply put, negative analysts are looking at today’s Shopify and finding a picture with plenty of warts. I am trying to look out 12-24 months and I see opportunities as well as the issues. If Shopify executes well and achieves the promise of the opportunities the shares will be double or triple where they are before analysts catch up to a changed reality.Shopify as a company does not exist outside the rest of the economy. Right now, with consumers hurting, and with overall consumer behavior reverting to some degree to pre-pandemic patterns, the company’s growth has slowed dramatically. But it is still outpacing growth in retail sales, and the company is still growing its share of the ecommerce market. I don’t imagine that the growth of GMV which was 11% last quarter (8% growth in ecommerce revenues) has seen a percentage growth trough, but because of the many demand tailwinds the company is experiencing as part of its merchant solutions offering, I think that the 16% year on year revenue growth seen last quarter, may be the minimum value for that metric.This is the leading company, other than Amazon (AMZN) in ecommerce, it has a well-experienced management team, and it has launched the kinds of initiatives that can, over time, kick start growth. And that is why I have chosen to reconnect with Shopify and to write this article at this point. I would like to say I know how to call bottoms, and on rare occasions I have, but that is more chance then analytical expertise. Shopify’s recent low of around $30 seems likely to be a bottom since all the negative news about the company is on display; that said, the environment for ecommerce and for retail in general has certainly deteriorated from where expectations had been 6 months ago. (Perhaps today's earnings reports from Walmart (WMT) and Home Depot (HD) might suggest a trough performance for retail sales, but that is not something I wish to discuss further in this article.)The road back or forward, depending on the lexicon, is going to be long and arduous. The company,as the CEO acknowledged,made a wrong bet on the durability of the spike in ecommerce growth as the impacts of the pandemic waned. Paying the price for that, and resetting goals and strategies, is likely to be a complex undertaking with many moving parts. Not only does Shopify have to deal with its own miscues, but it is also subject to the headwinds of the retail space as a whole, as consumers pivot their shopping to food and fuel as inflation devours their discretionary income. But presumably lots of questions about the company’s future are baked into its valuation, and while not likely visible in the next couple of quarters, most of Shopify’s opportunities have been ignored or undervalued, in my opinion.I will discuss valuation in more detail later in this article. It is a difficult discussion because Q2 results were so weak. Right now, based on a 4 quarter sales estimate of $6.05 billion, the company’s EV/S ratio is a bit greater than 7X.The sales estimate is a bit less than the published consensus for the next 12 months and does include the addition of Deliverr-an acquisition that closed last month. it is also likely, at this point, that many analysts have not entirely adjusted their current estimates to account for macro weakness, and the strengthening of the USD. The company burned cash last quarter, and it will probably do so for this calendar year. Shopify’s EV/S ratio is about average for a company with a 3 year CAGR of 27%, my current estimate. Of course, right now, Shopify’s growth is far less than that; the purpose of this article is to point out just how the company can reaccelerate growth, return to profitability and cash generation, and justify my purchase recommendation.I want to make clear that this article is neither a catalyst watch-positive, to use a rating popularized by Bank of America analysts, or is it some call that the bottom is in at this point. After the last 9 months or so of merciless valuation compression, some of it more driven by extreme negative sentiment as opposed to considered analysis, at least in my opinion, it would be silly for this author to claim that kind of prescience. But the fact is that the shares have lost more than 75% of their value in less than 9 months, and there is no particular evidence that I have seen to suggest that the company has lost its position as the leader, if not the leader in retail e-commerce outside of Amazon (AMZN). While the price alone doesn’t make the shares worth a look, the combination of the price decline, coupled with the many elements of the company’s offering as well as a visionary management team do suggest that it might be time to do a deep dive on the prospects for the company-not just in the next 2-3 quarters but over the next 2-3 years.There are more than a few issues that will have to be resolved before this company can resume a trajectory to sustained hyper-growth and profitability. Obviously, a significant issue is the future of e-commerce. Ecommerce sales these days are estimated to be around 22% of total retail sales; they were 15% of total retail sales before the pandemic, and some surveys suggest that by 2026, ecommerce sales will be 27% of the total. That works out to an ecommerce CAGR of about 14% over the next few years. No one is buying Shopify shares for a 14% revenue CAGR so the next issue to be considered is its strategic initiatives.What are the strategic pieces that can restore the company’s growth from the levels just reported? The company offers an off-line solution, i.e. a solution for bricks and mortar merchants which is starting to ramp. The company has developed some partnerships with various social media companies; yes, those companies whose results were so disappointing most recently.Shopify Plus is the company’s enterprise platform that has become a significant part of the company’s overall business. Within Plus, is a set of tool called Shopify Audiences which help[s merchants target their campaigns toward likely purchasers.Shopify has cross border management tools, some developed in partnership with Global-e (GLBE) that exist within Shopify Markets. Localizing an ecommerce experience is a significant demand driver for Shopify merchants. It is also a differentiated service that is not offered by the many Shopify competitors. The company has continued to expand its Shipping and Capital offerings and has facilitated customization through Functions.Shopify’s business since the company’s foundation has essentially been focused on providing ecommerce solutions to enable entrepreneurs to open stores on its platform to facilitate an ecommerce shopping experience. But the company has aspirations to move beyond its roots of facilitating B to C ecommerce by facilitating B to B ecommerce Certainly, many of the company’s larger Shopify Plus customers are already engaged in selling in that space, and Shopify is attempting to add to its stripes by developing B to B solutions.Of course the biggest bet that Shopify is making is Shopify Fulfillment. It is one of the more controversial, and yet one of the more significant opportunities for the company. Shopify President, Harley Finkelstein, has laid out a rather elaborate and comprehensive vision of just how Shopify intends for its fulfillment offering to function, both in this latest conference call but in a series of \"fireside chats\". It is a multi-year aspirational journey that is going to cost quite a bit before the ultimate success of the bet is known.During the course of the conference call, Tobi Luedtke, Shopify’s CEO talked about how a founder led organization like his winds up taking bets.And I think, sort of founder-run companies in general tend to be very bets-driven. And therefore, the growth patterns are different, right? Like especially this week, I feel it, why more managerial-run companies tend to not engage in bets. Mathematically, they make a lot of sense. Obviously, you ought to take a 20% chance at a 10x increase. But it's -- you feel it when they don't work, and it tends to be a somewhat public thing.Ultimately, I believe, that the investment thesis for this company is a bet. I acknowledge that for a variety of reasons I think bets like the ones that this company has teed up are worth taking in the ecommerce space. To frame the investment case in a rather simplistic fashion: the question is can the initiatives described above coupled with the expected growth in the overall ecommerce space result in a 3 year CAGR of 25%-30% with consistently positive operating margins and free cash flow? That, of course, is not the consensus projection. If it were, I wouldn’t choose to write this article.Not all of the financial analysis in the world is going to tell investors whether they should buy these shares at this time and at this price. At this point, Shopify shares aren't that kind of investment. For the record, the EV/S ratio based on the growth rate that has been projected by the consensus for the next 12 months is about 7.3X. based on the $39.58 share price as of Tuesday afternoon, August, 16, 2022 And the company is going to have a cash burn this year, and may still burn cash in 2023. Those metrics are far from providing the basis of a positive investment recommendation, and I certainly don’t expect much positive alpha in the next couple of quarters, or perhaps a bit longer.Of course, I will provide projections and my take on what they mean for the discounted present value, but the issue is going to be just how the bets the company is taking are going to work out. If a preponderance of them, and the largest amongst them work out well, then the shares have huge upside. The downside for the shares is years of underperformance, although probably not the catastrophic fall of the last 9 months. Not all of these initiatives are going to be equally successful. And the largest initiative, that of Shopify Fulfillment, is a multi-year project.Writing recommendations for a broad audience can be a fraught undertaking. This is not a trading call that says to buy Shopify shares today. It is a call that suggests that for longer-term investors, and those interested in playing a recovery scenario, this is a fair entry point with an upside that could yield 2X-3X over a period of a couple of years.Taking a look at the latest quarter and guidance - not the most pleasant readingIt has been a few weeks since Shopify reported its most current quarter. In this economy, many things change in a few weeks and of course narratives also change, sometimes more than real facts. But I look at Q2 results as a baseline-although perhaps not a trough, so the results need review. Simply put; the results weren't pretty. It should be noted that at this point, Shopify is not giving explicit quarterly guidance because of its inability to forecast how the macro environment will wind up impacting the company's business results.Total revenue in the quarter was $1.3 billion, growth of 16% and showing continued deceleration. Revenue growth in Q1-2022 had been 22%. Sequential growth as well as of the other sub-headline metrics showed similar deceleration. In particular, gross merchandise value on the platform rose just 11%, compared to growth of 16% in Q1. Sequential growth was a bit greater than 7%, although that is far less than a typical Q1 to Q2 upside. Management called out the growth in off-line GMV of 47%, but that meant that on-line GMV rose just 8% and as far as it goes, the percentage growth rate of the company’s off-line GMV slowed substantially from the prior quarter when it was 80%. The sequential growth of ecommerce GMV was about 9%.Shopify reports two business segments and has since it has been a public company. Subscription Solutions revenue is about 28% of the total, and essentially is related to the number of users who are paying the company a monthly charge for the use of the platform. Subscription services revenue growth of 10% was the lowest in years. Some of the slow growth relates to a change in terms that went into effect in Q3-2021; the sequential change in subscription services revenues was greater than 6%.The growth of Merchant Solutions was a bit higher at 18%. Merchant solutions is most correlated to the payment volume on the SHOP platform but it also relates to increasing percentages of transactions using Shop Pay, Shop Capital and the cross border solution of Shopify Markets. The impact of an 11% increase in GMV, coupled with a rising proportion of GMV transacted using Shop Pay, and the other offerings drove this result. The sequential growth in Merchant Solutions revenue was 8%.As mentioned, the company doesn’t provide an explicit forecast for revenues and earnings. What it has said in the matter of providing a forecast is that Merchant Solutions growth will be significantly greater than growth of Subscription Services. The company is betting that its localized subscription offering will boost the number of new merchants joining the platform going forward. Overall, Merchant Solutions revenue growth will continue to be greater than the growth of GMV. Merchant Solutions which will include the impact of an acquisition will have lower gross margins than Subscription Services.The CFO also discussed the view that “both GMV and total revenue in 2022 to be more evenly distributed across the 4 quarters”. The CFO forecast an increase in customer acquisition in 2H, perhaps because of the offering of localized content for its merchants.This has led to a consensus forecast for growth to reaccelerate to about 20% in the next two quarters. Part of the expected growth “reacceleration” really is a function of the huge deceleration of sales growth that occurred in the last half of 2021. Given the expense growth moderation, and the less seasonal pattern being forecast, consensus EPS forecasts for the current quarter show a non-GAAP EPS estimate of a $.09 loss, followed by a non-GAAP EPS loss forecast for Q4 of $.04. Revenues in Q3 and beyond will include Deliverr which probably is adding between $40 million-$50 million to quarterly totals. Just as aside, the 1stCall consensus for revenue, as published on Yahoo is inaccurate-the real consensus revenue forecast for the current year is just a bit less than $5.7 billion-not $7 billion, which is actually the consensus revenue expectation for 2023.Not terribly surprisingly, profit numbers proved to be even worse than the revenue reported. Gross profit dollars grew by 6%, so non-GAAP gross margins contracted to 51% compared to 56% a year ago. GAAP operating margins went from 12% of revenue to a kiss if 15% of revenue. The result of these cost spikes drove the non-GAAP operating loss to 3% of revenue compared to a non-GAAP operating margin of 25% in the prior year.The company’s cash flow trends were also uninspiring. Overall, the company burned $177 million in cash last quarter, a burn margin of 13.7%. That’s despite an SBC expense that ballooned to 20% of revenue from 13% in the year earlier period.While I have presented the financial information, it should be viewed in context. The results for the prior year represented a peak period for e-commerce with revenue growth in that quarter of 57%. It was that kind of growth that enabled the company to report strong margins. Shopify’s mantra is to look at a 3 year CAGR to discern trends. While I can’t dispute the logic, it doesn’t take away from the company’s miscue of improperly forecasting that ecommerce trends would continue at elevated levels as shoppers returned to patterns in which anxiety about in-person shopping has abated with a concomitant return to shopping in physical as opposed to virtual locations. Taking nothing away from the management team, it ought to be evident that their forecasting skills are not anywhere close to perfect.The question isn’t what Shopify has reported. Those results were just as dreadful as had been feared. The question to consider is whether the company will be able to right the ship in the next year or two. Despite the puts and takes of cash flow. Shopify won’t be running out of cash any time in the near future. It had a bit more than $7 billion in cash before paying a bit less than $2 billion in cash to acquire Deliverr, and while it does have a senior convertible note outstanding, the maturity is not for a few years.In this kind of environment, the company, given its position, is likely to be able to enhance its market position in the ecommerce space. While the company has made the difficult decision to lay off 10% of its staff, and to cut back on some initiatives, it has the scale to continue to invest in key components of its platform. Many of its competitors, of whom there are many, will simply not be in a position to make the required investments to provide additional functionality for aspiring ecommerce merchants.Understanding a couple of the company initiativesShopify, these days is a relatively sizeable business-overall revenues, despite the growth slowdown are running at a rate of $7 billion adjusted for typical seasonality. Many of the company’s initiatives are more incremental than significant in the context of the company’s revenue size. There are basically two ways for the company to achieve a growth rate in the mid-high 20% range, the level that I believe necessary to rekindle investor interest and to restore investor faith in management and in the relevance of Shopify as an investment. One, it needs to enhance the appeal of the company’s offering to larger merchants. And two, it needs to capture a greater proportion of the transaction value of its GMV. In my opinion, the two key initiatives that are worth looking at in that regard are Shopify Plus and Shopify Fulfillment.Shopify PlusShopify Plus is Shopify’s solution for the enterprise. It has been around in its current format since 2017, although it is only in the last couple of years that it has been a significant component of the Shopify offering. While, as shown earlier, last quarter was certainly one in which the company dealt with several significant challenges, Shopify Plus has been seeing steady growth quite a bit faster than the rest of the company. Monthly recurring revenue on the platform rose to 31% of the Shopify’s total ARR. Overall, that means that Shopify Plus ARR was up by more than 33% year on year and rose by more than 6% sequentially, while total ARR rose by less than 2%.Shopify Plus plans start at $2000/month for access to the platform. There is a revenue share fee as well for sales greater than $800k/year. There is a typical credit card processing fee, in the event that a user isn’t using Shop Pay. Further, it is typical for Shop Plus customers to buy some third party functionality such as loyalty programs and more elaborate search capabilities.When many investors think of Shopify, they think of it as a home for smaller entrepreneurs looking to sell products and services on the internet. It is certainly that, but for the last few years now, the company has been focusing some of its effort on acquiring much larger customers, and despite the overall results last quarter, it is self-evidently having some success in that endeavor.One example of a well known brand that has chosen Shopify Plus has been Heinz in the UK. Heinz is probably not the kind of brand that one associates with Shopify, but it felt the need to have a direct to consumer offering and it used the Shop Plus platform to launch Heinz to Home in the UK. The offering has apparently been successful; the company has added product bundles of additional foods to the site.Staples is another brand that might be considered as a surprising customer for Shopify. The company’s Canadian operation had been using a home grown platform. Home grown platforms, almost by definition, require lots of support, and because of how they have been built, they often crash in high volume periods. They also are fairly inflexible given they often were built being cost constrained, rather than optimized for modern ecommerce standards. Most of those issues were resolved by moving the Staples Canada ecommerce platform to Shop Plus. The competition for the replatforming deal included Salesforce, Oracle and SAP Hybris. Their solutions would have taken twice as long to implement and were more than twice the cost.Finally I will mention UNTUCKit, another relatively prominent brand. It is a brand I know, but I can assure users it is a brand my body shape will never permit me to use. UNTUCKit is probably a brand whose presence on the platform is less of surprise, although it is, to be sure, a far larger business than what are considered to be Shopify’s core customers. It is the kind of brand that never could have successfully used the core Shopify offerings. But with Plus, and with Shop Pay, which is used to transact more than 50% of the GMV on the platform, the company had significant sales success. Last quarter new Plus customers included POND’s, Tetley Tea, Gold’s Gym as well as a raft of celebrities who use the platform to sell their own line of clothing.One of the more recent components of the Plus offering is that of Shopify Audiences. The technology of the tool is based on AI and machine learning. Audiences is a tool to optimize and direct marketing and to improve the efficiency of advertising spend. Initially the lists created by Audience are exported directly to Facebook and Instagram, and that will be extended to a more comprehensive list of ad platforms over time. It is now included as part of Plus and is intended to accelerate new customer acquisition of the Plus offering.There are plenty of competitors for Shopify Plus and each one has its own share of features. I have linked here to a list of the most significant competitors as compiled by G2. Included in the list are the likes of Adobe (ADBE), SAP (SAP), Salesforce (CRM) and Oracle (ORCL). All of these competitors cost far more than a Shopify Plus subscription, and they take much longer to deploy and start producing results. Shopify Plus continues to enjoy a significant growth runway and I expect that will be the case for the for the foreseeable future.Fulfillment by ShopifyFulfillment by Shopify is the most important current initiative and opportunity the company has to reaccelerate growth, according to company founder, Tobi Lutke. The company announced its fulfillment network in July 2019. It has been the major focus of the company since it was announced and it has been quite controversial amongst analysts and investors. Overall, in the company’s most recent investor presentation,it has indicated that the build out of the fulfillment capability would cost $1 billion over the next couple of years, and with the purchase of Deliverr, that investment will reach more than $3 billion.One of the principle advantages larger retailers have when compared to merchants on the Shopify platform is their ability to deliver product within a day or two on a guaranteed basis. Obviously, both Amazon and Walmart have offered guaranteed 2 day delivery to their on-line customers for some time now. For a smaller merchant, the ability to offer guaranteed 2 day delivery is a key factor in being able to successfully compete with the retail behemoths in the ecommerce space.Another advantage enjoyed by larger merchants relates to their ability to optimize their supply chains. The process of moving a product from procurement to a buyer is far more complex, and can come with many issues that were highlighted during the disruptions caused by the pandemic.Shopify has been providing shipping services to its customers for years. The fulfillment service is different in that Shop’s customers can have their inventory sent to Shopify fulfillment centers and then packed and shipped with a guaranteed delivery date. Part of the service involves balancing inventories to optimize the supply chain to prevent running out of product, but to minimize investment in product. Shopify’s technology attempts to optimize for location and quantity vs. demand.Last month, the company closed its largest acquisition thus far, a company called Deliverr. Deliverr was founded in 2017. The company had been offering fulfillment services to a variety of ecommerce companies including Walmart, eBay (EBAY) and Amazon. 80% of the $2.1 billion consideration was paid in cash, and will be reflected in the Q3 balance sheet. The balance of the consideration consists of SHOP shares and will be accounted for as stock based compensation and will vest over time. While Deliverr is obviously strategic for Shopify’s fulfillment network aspirations, and seems likely to be used by a substantial cohort of Shopify’s current and future merchant base, it probably will lose some of its more prominent clients who are obviously SHOP competitors, over time. There are certainly are other companies, including a couple that are a bit larger who offer a comparable service to that available from Deliverr.The company launched a pilot program with Flexport which offers SHOP customers the ability to ship inventory at a pallet-level on pre-booked container ships. While that kind of thing sounds remarkably pedestrian for a growth company, it resonates with merchants who have experienced incredible shipping issues during the course of the pandemic and its aftermath. Shopify was an investor in the latest Flexport funding round.At this point, Shopify hasn’t broken out the revenue contribution from its offerings of fulfillment services nor has it made a projection as to what kind of revenue might be anticipated in any kind of granular sense. While the CFO does provide a metric with regards to payments and calls out its Capital and Marketplace offerings, she hasn't provided any granular perspective on the size of its current shipping and logistics revenues.Fulfillment at Shopify is based on technology that allocates inventory based on machine learning/predictive analytics. The technology predicts where and what quantities of inventory are needed in the company’s distribution locations. With the addition of the Flexport service and Deliverr, the company has now put into place an end to end logistic capability that can level the playing field for its merchants in a cost effective fashion.Shopify’s other growth initiativesAs I have mentioned, the key to Shopify as an investment relates to the ability the company has to grow its revenues at a rate significantly greater than the rate of the projected 14% e-commerce CAGR. Besides the 2 major opportunities, the company has many other offerings that are helping it grow revenues at rates significantly faster than the growth of GMV. At this point, ShopPay has been around for years. Last quarter, shop pay reached a 53% penetration rate, up from 48% a year ago, and total payments processed rose by 23%, despite a 200 bps headwind from FX. The company doesn’t provide specific figures for the use of Shopify Capital on a quarterly basis. It’s not a central element of the company’s business as it has become for Block (SQ). At the end of 2021, merchant cash advances were just $324 million, which suggests that its contribution to revenue is no more than 2%. Another interesting initiative is that of ShopPay Installments, the Buy Now/Pay later offering that is a result of the Shopify’s partnership with Affirm (AFRM).Perhaps the biggest potential initiative is that of Shopify Markets which is a relatively recent launch. Some of the technology for the offering which offers cross border, business to consumer functionality is apparently based on the technology that is part of the partnership that Shopify has struck with Global-e. Shopify Markets offers most of the functionality available through Global-e including local currency and payment methods, local pricing., product availability per market, local languages and the automatic calculation of duties and custom fees which are shown at checkout.The offering just became available in late May, but the CFO talked about good traction in select international markets and proclaimed that she was very excited. The company is forecasting a reacceleration in the number of new merchants on the Shopify platform and the functionality offered by Shop Markets has been suggested to be the key driver in that expectations.The results of Global-e reported as I have composed this article suggest that the cross-border opportunity is alive, well and being realized, and the technology integrations between Shopify and Global-e are proceeding as planned. While of course the partnership means more to Global-e than to Shopify on a relative basis, the commentary from GLBE management was very supportive of the notion that Shopify Markets will be a significant growth driver for the company in future years.Finally, the company has been engaged in building its presence in the traditional, bricks and mortar retail space with its POS Pro offering. The offering was initially made available as a commercial solution in the fall of 2020. It is an omni-channel solution that includes POS hardware, a full suite of retail software that includes most of the features that are available from other vendors of retail software such as Oracle and SAP, and of course complete integration into the Shopify ecosystem. Initially, much of the POS Pro volume has been coming from existing Shopify customers who wanted to have a single software/IT platform. Shopify does present the percentage growth of POS pro, but not its actual dollar contribution. That said, the numbers can be approximated since the company does offer percentage growth for both on-line and off-line sales. At this point, while Pro GMV has been growing substantially in terms of percentages, its actual contribution to SHOP GMV and its revenue is relatively minimal.It is almost inevitable that not all of these initiatives will achieve equal success. The biggest initiative, Fulfillment by Shopify is still a work in progress, while the same is basically true of Shopify Markets. It will probably be another year before Shopify is able to achieve significant revenues from its fulfillment offering. But I think a holistic view of the company’s initiatives is supportive of a forecast that the company can return to growth in the mid-high 20% range, with one or more years above that kind of growth in an expanding economy.Shopify’s Competitive PositionShopify’s largest single competitor has been, and will remain Amazon. Amazon has a more than 40% share of the ecommerce market, compared to a 10% share for Shopify and a 5%+ share for Walmart based on reported GMV metrics. While of course, Shopify doesn't compete directly with Amazon, its merchant do, and the initiatives I have outlined above are designed to enhance the competitive position of its merchants vis-à-vis Amazon and Walmart. As has been the case for some time, Shopify on-line commerce revenues have been increasing more rapidly than its two rivals, and that should continue to be the case for the foreseeable future. While of course Amazon and Walmart are retail behemoths, and are likely to remain so, Shopify offers some significant advantages for some brands. Shopify Plus, for example is far less costly and provides brands the ability to use highly targeted marketing to achieve objectives.While it will be years, if ever, before Shopify can match the logistics capability of either Amazon or Walmart, the combination of Deliverr, Flexport and the buildout of Shopify’s distribution facilities is likely to provide brands and merchants with a platform that can effectively compete with Amazon and Walmart if execution is handled properly.While Amazon and Walmart are not typically listed as competitors, the fact is that brands can sell their merchandise or their services on-line or even off-line through a variety of channels which include all 3 vendors. The business opportunity for Shopify is to capture more brands, and more of the retail value chain, as well as finding new entrepreneurs who want to establish their stores on the Shopify platform. The company’s investment strategy is very focused on providing the brands and the merchants using its platform with features and benefits that are beyond what those brands might realize selling through Amazon.In terms of e-commerce site builders competitors include Wix (WIX), BigCommerce (BIGC), Square on-line and Woo Commerce. The difference in scale between SHOP and its most direct competitors is enormous. That makes competition for these vendors very difficult in an environment in which slowing growth is challenging everyone to conserve resources.I believe that a significant component of the positive investment thesis for Shopify is its opportunity to gain substantial share in the ecommerce market and to develop some level of penetration in terms of the software/hardware that it is offering for bricks and mortar retail operations. The competitive environment seemingly supports the realization of market share gains.Wrapping Up: Shopify’s business model, its valuation and some final thoughtsWhile Shopify shares have rallied considerably from the low that was made under $30/share in June, the shares are still down by almost 80% from the peak they reached in mid-November. The decline was partially driven by the implosion in the value of many high growth IT names, but a significant component of the valuation compression relates to a far different outlook for the growth of ecommerce. Shopify misjudged the durability of the spike in ecommerce, and thus has faced not just a falling growth rate, but severe margin pressures as well. As a result of the mismatch between rapid cost growth and much slower revenue growth, margins have disappeared. The company has taken significant steps to restrain the growth of its costs, but the real impact of that remediation won’t be seen until Q4, and most completely in 2023. Thus, the company’s current margin profile is not indicative of long term business model trends.I can’t imagine that there are any readers who anticipate that the share price rebound is suggestive of a turn in the near term growth prospects for this company. This isn’t the place to dissect the probability or duration of a recession or of Fed policy. But the numerous headwinds with regards to consumer discretionary spending are impacting the opportunities of all retail operators this year, and perhaps into some part of 2023.At this time, Shopify shares have an EV/S ratio of around 7X. That is not a remarkable bargain, but neither are the shares \"insanely over-valued.” But the reality is that the shares should be considered as a bet on the many growth initiatives the company is pursuing. Of these, the most existential is probably Fulfillment by Shopify, but the company’s solutions that allow its merchants to support a direct international ecommerce presence, its foray into providing merchants with a platform for bricks and mortar retailing and its Shopify Plus offering are all providing the company with considerable growth tailwinds.I believe that these initiatives, coupled with and concomitant with ecommerce market share gains will provide the fuel to restore Shopify’s CAGR to the mid-high 20% range with the probability of one or two years actually above that estimate. And with more rapid revenue growth, the company should be able to restore its business model to one that generates a consistent double digit free cash flow margin.This isn’t going to happen in the next couple of quarters. The fulfillment initiative is really just in its nascent stages, and Shopify Markets is just a little bit further on. And while the results of Walmart and Home Depot reported today may suggest that retail sales performance is bottoming, I still expect some macro headwinds to limit the growth of Shopify revenues for the balance of this year.It is not uncommon for analysts to talk about waiting until a certain transition is visible before recommending shares. The problem with that is that when something is visible, and recognized, the shares have probably already reflected that positive inflection. If Shopify were to announce, for example, some quantitative measure detailing positive results for its fulfillment initiative, its shares would almost surely rise by 25% in short order. The same might be said as well with regards to the market for IT shares as a whole. The current macro headwinds are all well recognized, and despite bounces, the valuation of most IT companies certainly reflects that reality. The question is not the current presence of well recognized headwinds, but when they will subside and lose their ability to constrain demand.It is my expectation that several of Shopify’s growth initiatives will start to produce visible results in the next 12 months, while I also anticipate that the growth in Shopify Plus will continue to exceed 30%. While I have not yet reestablished a position in Shopify shares, I plan to do so shortly. I believe it will be able to produce positive alpha, not immediately perhaps, but over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993763761,"gmtCreate":1660736172556,"gmtModify":1676536388899,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Up ⬆️ 👍🏼&nbsp;","listText":"Up ⬆️ 👍🏼&nbsp;","text":"Up ⬆️ 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993763761","repostId":"2260890097","repostType":4,"repost":{"id":"2260890097","kind":"highlight","pubTimestamp":1660735731,"share":"https://ttm.financial/m/news/2260890097?lang=&edition=fundamental","pubTime":"2022-08-17 19:28","market":"us","language":"en","title":"7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News","url":"https://stock-news.laohu8.com/highlight/detail?id=2260890097","media":"InvestorPlace","summary":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ","content":"<html><head></head><body><ul><li>These EV stocks could potentially benefit from the budget recently passed by Congress.</li><li><b>Fisker</b> (<b>FSR</b>): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.</li><li><b>ChargePoint</b> (<b>CHPT</b>): The Inflation Reduction Act will boost the company&#39;s EV sales and the need for EV chargers.</li><li><b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> (<b>BLNK</b>): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.</li><li><b>Workhorse</b> (<b>WKHS</b>): Its issues have been resolved, and it is looking to launch new trucks in Q4.</li><li><b>Rivian </b>(<b>RIVN</b>): The EV maker&#39;s deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.</li><li><b>Daimler Truck Holding</b> (OTC:<b><u>DTRUY</u></b>): Electric truck sales are rising at an extraordinary pace, positioning the firm well.</li><li><b>Ford</b> (<b>F</b>): Its EV business could potentially grow by 90% if all goes to according to its plan.</li></ul><p><img src=\"https://static.tigerbbs.com/1d75e286bc20101d575d48126146696f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Shutterstock</p><p>The climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.</p><p>The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.</p><p>Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.</p><p>Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.</p><table border=\"1\"><tbody><tr><td><b><u>FSR</u></b></td><td>Fisker</td><td>$8.86</td></tr><tr><td><b><u>CHPT</u></b></td><td>ChargePoint</td><td>$18.19</td></tr><tr><td><b><u>BLNK</u></b></td><td>Blink Charging</td><td>$25.08</td></tr><tr><td><b><u>WKHS</u></b></td><td>Workhorse</td><td>$4.06</td></tr><tr><td><b><u>RIVN</u></b></td><td>Rivian</td><td>$37.11</td></tr><tr><td><b><u>DTRUY</u></b></td><td>Daimler Truck</td><td>$14.56</td></tr><tr><td><b><u>F</u></b></td><td>Ford</td><td>$16.41</td></tr></tbody></table><h2>Fisker (FSR)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/11a82ecc2d22b02efe164f887306fc19\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p>U.S.-based<b> Fisker</b> (NASDAQ:<b>FSR</b>) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.</p><p>The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.</p><p>Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.</p><p>Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.</p><h2>ChargePoint (CHPT)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e1a1e7244a87b93f366b9b95a134ff09\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: YuniqueB / Shutterstock.com</p><p><b>ChargePoint</b> (NYSE:<b>CHPT</b>)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.</p><p>CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.</p><p>For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.</p><p>According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.</p><h2>Blink Charging (BLNK)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c03daf89f4968f9ca14bd3baaef84274\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: David Tonelson/Shutterstock.com</p><p><b>Blink Charging</b> (NASDAQ:<b>BLNK</b>) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.</p><p>In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.</p><p>Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.</p><h2>Workhorse (WKHS)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ce0cba1fea76435f9cd8d097afad5bef\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: rblfmr / Shutterstock.com</p><p><b>Workhorse</b> (NASDAQ:<b>WKHS</b>)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleets</p><p>Its shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.</p><p>Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.</p><h2>Rivian (RIVN)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/68f4b76fb80a787d9b7ece035c1f976a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock</p><p><b>Rivian </b>(NASDAQ:<b>RIVN</b>) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as <b>Amazon</b>  (NASDAQ:<b><u>AMZN</u></b>), which ordered 100,00 delivery EVs from Rivian.</p><p>The EV maker produces three main vehicles: Its delivery van (<b>EDV</b>), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.</p><p>Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.</p><p>Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.</p><h2><b>Daimler Truck Holding</b> (DTRUY)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4e806a1ce1b110d57cb1aed99c753083\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Tobias Arhelger / Shutterstock.com</p><p><b>Daimler</b> Truck Holding (OTCMKTS:<b><u>DTRUY</u></b>) is a German company which produces electric trucks and electric buses. The firm was spun off by <b>Daimler AG</b>, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.</p><p>The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.</p><p>Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companies</p><h2>Ford (F)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/8f2a0f3d677a90ffec184c1164d5366b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Vitaliy Karimov / Shutterstock.com</p><p>Automotive giant <b>Ford</b> (NYSE:<b>F</b>) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.</p><p>Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.</p><p>Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ...</p>\n\n<a href=\"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","DTRUY":"DAIMLER TRUCK HLDG AG","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","RIVN":"Rivian Automotive, Inc.","F":"福特汽车","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260890097","content_text":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.ChargePoint (CHPT): The Inflation Reduction Act will boost the company's EV sales and the need for EV chargers.Blink Charging (BLNK): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.Workhorse (WKHS): Its issues have been resolved, and it is looking to launch new trucks in Q4.Rivian (RIVN): The EV maker's deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.Daimler Truck Holding (OTC:DTRUY): Electric truck sales are rising at an extraordinary pace, positioning the firm well.Ford (F): Its EV business could potentially grow by 90% if all goes to according to its plan.Source: ShutterstockThe climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.FSRFisker$8.86CHPTChargePoint$18.19BLNKBlink Charging$25.08WKHSWorkhorse$4.06RIVNRivian$37.11DTRUYDaimler Truck$14.56FFord$16.41Fisker (FSR)Source: T. Schneider / Shutterstock.comU.S.-based Fisker (NASDAQ:FSR) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.ChargePoint (CHPT)Source: YuniqueB / Shutterstock.comChargePoint (NYSE:CHPT)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.Blink Charging (BLNK)Source: David Tonelson/Shutterstock.comBlink Charging (NASDAQ:BLNK) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.Workhorse (WKHS)Source: rblfmr / Shutterstock.comWorkhorse (NASDAQ:WKHS)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleetsIts shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.Rivian (RIVN)Source: Michael Vi / ShutterstockRivian (NASDAQ:RIVN) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as Amazon  (NASDAQ:AMZN), which ordered 100,00 delivery EVs from Rivian.The EV maker produces three main vehicles: Its delivery van (EDV), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.Daimler Truck Holding (DTRUY)Source: Tobias Arhelger / Shutterstock.comDaimler Truck Holding (OTCMKTS:DTRUY) is a German company which produces electric trucks and electric buses. The firm was spun off by Daimler AG, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companiesFord (F)Source: Vitaliy Karimov / Shutterstock.comAutomotive giant Ford (NYSE:F) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993821325,"gmtCreate":1660663752169,"gmtModify":1676536374705,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Oh[Smile]&nbsp;","listText":"Oh[Smile]&nbsp;","text":"Oh[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993821325","repostId":"2259839211","repostType":4,"repost":{"id":"2259839211","kind":"highlight","pubTimestamp":1660659198,"share":"https://ttm.financial/m/news/2259839211?lang=&edition=fundamental","pubTime":"2022-08-16 22:13","market":"us","language":"en","title":"TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2259839211","media":"InvestorPlace","summary":"Tesla(TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares pri","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) will enact a three-for-one share split on Aug. 17.</li><li>Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.</li><li>Investors should hold at least a few TSLA stock shares prior to the split.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) stock hasn’t looked this good in a while.</p><p>Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.</p><p>For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.</p><p>Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.</p><p>Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.</p><table border=\"1\"><tbody><tr><td><b><u>TSLA</u></b></td><td><b>Tesla</b></td><td>$927.96</td></tr></tbody></table><h2>What’s Happening with TSLA Stock?</h2><p>Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.</p><p>However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.</p><p>So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.</p><p>As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.</p><h2>Musk Teases <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> New Tesla Vehicle Models</h2><p>As I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”</p><p>This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.</p><p>Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.</p><h2>What You Can Do Now</h2><p>For all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.</p><p>Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split</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\">\nTSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares ...</p>\n\n<a href=\"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4581":"高盛持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259839211","content_text":"Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares prior to the split.Tesla (NASDAQ:TSLA) stock hasn’t looked this good in a while.Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.TSLATesla$927.96What’s Happening with TSLA Stock?Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.Musk Teases Two New Tesla Vehicle ModelsAs I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.What You Can Do NowFor all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993127105,"gmtCreate":1660651455510,"gmtModify":1676536372050,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993127105","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<html><head></head><body><p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark <b>S&amp;P 500</b>, which is often Wall Street&#39;s favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent <b>Nasdaq Composite</b> has been even worse, with a peak-to-trough decline of as much as 34% since November.</p><p>But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.</p><p><img src=\"https://static.tigerbbs.com/428021cbfd3168c84c60e0a8d38b75c6\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It&#39;s the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.</p><p>Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:</p><ul><li><b>Amazon</b> (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.</li><li><b>Shopify</b> (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.</li><li><b>Tesla</b> (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.</li></ul><p>The $64,000 question is, &#34;Which stock-split stock makes for the better buy right now?&#34;</p><h2>Is Amazon the perfect stock to add to your shopping cart?</h2><p>First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company&#39;s first stock split in more than two decades.</p><p>When most people hear the word &#34;Amazon,&#34; they immediately think of the company&#39;s leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.</p><p>The far bigger story for Amazon is what&#39;s happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.</p><p>Amazon Web Services (AWS) should play an even more important role in growing Amazon&#39;s operating cash flow in the years that lie ahead. I say &#34;cash flow&#34; and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon&#39;s operating income, it could send Amazon&#39;s share price significantly higher.</p><h2>Should you checkout with Shopify?</h2><p>Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.</p><p>What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify&#39;s e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it&#39;s bread-and-butter target). This doesn&#39;t even take into account the larger businesses that have begun utilizing Shopify&#39;s tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.</p><p>Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify&#39;s vast network of merchants over the long run.</p><p>Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify&#39;s Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.</p><h2>Can investors burn rubber with Tesla?</h2><p>The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company&#39;s upcoming split will mark its second in two years.</p><p>The reason investors gravitate to Tesla is because of the company&#39;s competitive advantages. It&#39;s the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company&#39;s Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.</p><p>In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it&#39;s been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.</p><p>Tesla&#39;s success is also a reflection of investors&#39; belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company&#39;s operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company&#39;s user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.</p><p><img src=\"https://static.tigerbbs.com/a3d04332f26103c280e356ba7a8e2d51\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The better stock-split stock to buy right now is...</h2><p>Ultimately, Amazon, Shopify, and Tesla wouldn&#39;t have announced stock splits if their respective share prices hadn&#39;t significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.</p><p>In my view, it&#39;s certainly <i>not</i> Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company&#39;s share price would say others, we&#39;ve seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.</p><p>Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street&#39;s forecast earnings in 2023 for a company that&#39;ll likely see its competitive advantages wane over time.</p><p>Despite it being a popular buy right now, I don&#39;t believe Shopify is the answer, either. This is a retail-driven company that&#39;s susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there&#39;s no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.</p><p>The stock-split stock that&#39;s the absolute best buy of the three right now is Amazon.</p><p>Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.</p><p>Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street&#39;s 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.</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 Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</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 Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","SHOP":"Shopify Inc","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4507":"流媒体概念","BK4561":"索罗斯持仓","AMZN":"亚马逊","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9990813139,"gmtCreate":1660322200223,"gmtModify":1676533451169,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Good 👍🏼 up ⬆️ higher&nbsp;","listText":"Good 👍🏼 up ⬆️ higher&nbsp;","text":"Good 👍🏼 up ⬆️ higher","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990813139","repostId":"2258375201","repostType":2,"repost":{"id":"2258375201","kind":"highlight","pubTimestamp":1660254609,"share":"https://ttm.financial/m/news/2258375201?lang=&edition=fundamental","pubTime":"2022-08-12 05:50","market":"us","language":"en","title":"ChargePoint Holdings, Inc. (CHPT) Gains As Market Dips: What You Should Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2258375201","media":"Zacks","summary":"In the latest trading session, ChargePoint Holdings, Inc. (CHPT) closed at $16.69, marking a +1.52% ","content":"<html><body><p>In the latest trading session, ChargePoint Holdings, Inc. (CHPT) closed at $16.69, marking a +1.52% move from the previous day. The stock outpaced the S&amp;P 500's daily loss of 0.07%. At the same time, the Dow added 0.08%, and the tech-heavy Nasdaq lost 0.04%.</p>\n<p>Heading into today, shares of the company had gained 37.8% over the past month, outpacing the Auto-Tires-Trucks sector's gain of 11.75% and the S&amp;P 500's gain of 8.06% in that time.</p>\n<p>Investors will be hoping for strength from ChargePoint Holdings, Inc. as it approaches its next earnings release. On that day, ChargePoint Holdings, Inc. is projected to report earnings of -$0.20 per share, which would represent a year-over-year decline of 33.33%. Meanwhile, our latest consensus estimate is calling for revenue of $101.94 million, up 81.65% from the prior-year quarter.</p>\n<p>For the full year, our Zacks Consensus Estimates are projecting earnings of -$0.74 per share and revenue of $478.6 million, which would represent changes of +55.15% and +97.49%, respectively, from the prior year.</p>\n<p>Investors might also notice recent changes to analyst estimates for ChargePoint Holdings, Inc.Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.</p>\n<p>Based on our research, we believe these estimate revisions are directly related to near-team stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.</p>\n<p>The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. ChargePoint Holdings, Inc. is holding a Zacks Rank of #3 (Hold) right now.</p>\n<p>The Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 147, putting it in the bottom 42% of all 250+ industries.</p>\n<p>The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.</p>\n<p>Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.</p>\n<br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n<br/> \n<br/>\nChargePoint Holdings, Inc. (CHPT) : Free Stock Analysis Report\n<br/> \n<br/>\nTo read this article on Zacks.com click here.</body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ChargePoint Holdings, Inc. (CHPT) Gains As Market Dips: What You Should Know</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\">\nChargePoint Holdings, Inc. (CHPT) Gains As Market Dips: What You Should Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-12 05:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/chargepoint-holdings-inc-chpt-gains-215009350.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the latest trading session, ChargePoint Holdings, Inc. (CHPT) closed at $16.69, marking a +1.52% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.07%. At the same time, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chargepoint-holdings-inc-chpt-gains-215009350.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/QTwafwrkeqiRFbIZ5ZBXFg--~B/aD02NzU7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://s.yimg.com/uu/api/res/1.2/apbC75v0joJeGGZArvqIvw--~B/aD02NzU7dz05MDA7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/105b2acef7bf0873f24b78932b1fdc3c","relate_stocks":{"BK4539":"次新股","BK4542":"充电桩","BK4096":"电气部件与设备","BK4007":"制药","TERN":"Terns Pharmaceuticals, Inc.","CHPT":"ChargePoint Holdings Inc.","BK4551":"寇图资本持仓","BK4191":"家用电器","BOLT":"Bolt Biotherapeutics, Inc.","CRCT":"Cricut, Inc.","BK4139":"生物科技"},"source_url":"https://finance.yahoo.com/news/chargepoint-holdings-inc-chpt-gains-215009350.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2258375201","content_text":"In the latest trading session, ChargePoint Holdings, Inc. (CHPT) closed at $16.69, marking a +1.52% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.07%. At the same time, the Dow added 0.08%, and the tech-heavy Nasdaq lost 0.04%.\nHeading into today, shares of the company had gained 37.8% over the past month, outpacing the Auto-Tires-Trucks sector's gain of 11.75% and the S&P 500's gain of 8.06% in that time.\nInvestors will be hoping for strength from ChargePoint Holdings, Inc. as it approaches its next earnings release. On that day, ChargePoint Holdings, Inc. is projected to report earnings of -$0.20 per share, which would represent a year-over-year decline of 33.33%. Meanwhile, our latest consensus estimate is calling for revenue of $101.94 million, up 81.65% from the prior-year quarter.\nFor the full year, our Zacks Consensus Estimates are projecting earnings of -$0.74 per share and revenue of $478.6 million, which would represent changes of +55.15% and +97.49%, respectively, from the prior year.\nInvestors might also notice recent changes to analyst estimates for ChargePoint Holdings, Inc.Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.\nBased on our research, we believe these estimate revisions are directly related to near-team stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.\nThe Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. ChargePoint Holdings, Inc. is holding a Zacks Rank of #3 (Hold) right now.\nThe Automotive - Original Equipment industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 147, putting it in the bottom 42% of all 250+ industries.\nThe Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.\nBe sure to follow all of these stock-moving metrics, and many more, on Zacks.com.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. \nClick to get this free report\n \n\nChargePoint Holdings, Inc. (CHPT) : Free Stock Analysis Report\n \n\nTo read this article on Zacks.com click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902062834,"gmtCreate":1659615083430,"gmtModify":1705982176842,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"&nbsp;🤕&nbsp;","listText":"&nbsp;🤕&nbsp;","text":"🤕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902062834","repostId":"1110990405","repostType":4,"repost":{"id":"1110990405","kind":"news","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":1659600056,"share":"https://ttm.financial/m/news/1110990405?lang=&edition=fundamental","pubTime":"2022-08-04 16:00","market":"us","language":"en","title":"Lucid Stock Falls 14% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1110990405","media":"Tiger Newspress","summary":"Lucid Motors fell 14% in premarket trading after the electric vehicle maker slashed its full-year pr","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LCID\">Lucid Motors</a> fell 14% in premarket trading after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of estimates.<img src=\"https://static.tigerbbs.com/211757c9c38f53ace1752be3718cc029\" tg-width=\"845\" tg-height=\"666\" width=\"100%\" height=\"auto\"/></p><p>The EV maker reported second-quarter loss of 33 cents, narrower than estimates for a loss of 39 cents, but revenue of $97.34 million fell short of estimates for $145.49 million.</p><p>The company halved its full-year production target to range of 6,000 to 7,000 vehicles from a range of 12,000 to 14,000 vehicles previously, flagging &#34;extraordinary supply chain and logistics challenges.&#34;</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lucid Stock Falls 14% 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\">\nLucid Stock Falls 14% 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\">2022-08-04 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/LCID\">Lucid Motors</a> fell 14% in premarket trading after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of estimates.<img src=\"https://static.tigerbbs.com/211757c9c38f53ace1752be3718cc029\" tg-width=\"845\" tg-height=\"666\" width=\"100%\" height=\"auto\"/></p><p>The EV maker reported second-quarter loss of 33 cents, narrower than estimates for a loss of 39 cents, but revenue of $97.34 million fell short of estimates for $145.49 million.</p><p>The company halved its full-year production target to range of 6,000 to 7,000 vehicles from a range of 12,000 to 14,000 vehicles previously, flagging &#34;extraordinary supply chain and logistics challenges.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110990405","content_text":"Lucid Motors fell 14% in premarket trading after the electric vehicle maker slashed its full-year production target and reported mixed second-quarter results as revenue fell short of estimates.The EV maker reported second-quarter loss of 33 cents, narrower than estimates for a loss of 39 cents, but revenue of $97.34 million fell short of estimates for $145.49 million.The company halved its full-year production target to range of 6,000 to 7,000 vehicles from a range of 12,000 to 14,000 vehicles previously, flagging \"extraordinary supply chain and logistics challenges.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908366011,"gmtCreate":1659322122233,"gmtModify":1676536287139,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908366011","repostId":"2255508756","repostType":4,"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"content":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide","text":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide","html":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903187348,"gmtCreate":1658984186184,"gmtModify":1676536239900,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Let's see the up trend today and Friday&nbsp;","listText":"Let's see the up trend today and Friday&nbsp;","text":"Let's see the up trend today and Friday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903187348","repostId":"2254335033","repostType":4,"repost":{"id":"2254335033","kind":"highlight","pubTimestamp":1658957860,"share":"https://ttm.financial/m/news/2254335033?lang=&edition=fundamental","pubTime":"2022-07-28 05:37","market":"us","language":"en","title":"3 Surefire Growth Stocks Destined to Double in Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2254335033","media":"Motley Fool","summary":"Lessons from 2020 and 2021 should tell you what to do.","content":"<html><head></head><body><p>Remember March 2020? Back then, most people wanted no part of the stock market. COVID-19 had jest been designated a pandemic, travel at all levels was grinding to a halt, and major stock indexes were in a deep dive.</p><p>But those who kept their heads, invested money in a <b>Nasdaq Composite</b> index fund, and patiently waited saw a big reward less than a year later: Their investment had <i>doubled in value</i>. Between March 20, 2020, and Feb. 12, 2021, the index posted a 105% gain.</p><p>Today, opportunities can again be found with the Nasdaq Composite trading down 24% year to date and many individual stocks down much further. There&#39;s no guarantee of a one-year doubling this time around, but there is definitely potential for solid returns. Let&#39;s look at three growth stocks that I think are destined to double from current valuations.</p><h2>1. Snowflake</h2><p><b>Snowflake</b> went public in 2020 and is led by Frank Slootman, who formerly was chairman of enterprise software giant <b>ServiceNow</b>. Snowflake&#39;s signature product is Data Cloud, which helps customers aggregate all of their data in a central location, allowing them to innovate, achieve efficiencies, and gain insights into their business.</p><p>It&#39;s still early days for the company, which has only $1.4 billion in revenue over the last 12 months, but its revenue and customer base are growing rapidly. Fiscal 2023 first-quarter revenue was up 85% year over year; total customers surged to more than 6,000.</p><p>Investors are taking notice. Warren Buffett is a believer; his <b>Berkshire Hathaway </b>owns over 6 million shares of Snowflake, worth around $875 million.</p><p>Analysts expect Snowflake to continue growing for years. According to Wall Street, revenue should rise 66% this year and 53% the following year.</p><p>With a forecast for that much growth, Snowflake stock could easily double its value in the next few years.</p><h2>2. Alphabet</h2><p>There are plenty of reasons to like <b>Alphabet</b> right now, like its attractive price/earnings-to-growth ratio, its recent stock split, and its impressive share of the digital ad market.</p><p>And there&#39;s Alphabet&#39;s tremendous growth rate for a company of its size. Quarterly revenue is up around 20% year over year.</p><p>The company produced $277 billion of revenue over the last 12 months, putting it eighth among U.S. companies, and closing in on <b>ExxonMobil</b>, <b>CVS</b>, and <b>UnitedHealth Group</b>.</p><p>And Wall Street thinks Alphabet can keep the growth going for years to come. Consensus estimates are for revenue increases of 14% annually for the next five years.</p><h2>3. Zoetis</h2><p>My third stock destined to double is <b>Zoetis</b>, a veterinary drugmaker. It produces pharmaceuticals for livestock and companion animals.</p><p>Roughly two-thirds of sales are from its companion-animals segment. Revenue from this part of the business is also growing faster, around 20% year over year.</p><p>The company is well positioned to benefit from the long-term growth of the pet market. <b>Morgan Stanley</b> estimates that overall pet spending in the U.S. will more than double to $275 billion by 2030. With over half (66%) of U.S. households owning a pet, according to Morgan Stanley&#39;s research, and nearly half (47%) of respondents saying that they treat their pets like they treat their child, the amount spent on pet healthcare is certain to rise in the coming years.</p><p>Wall Street expects Zoetis to profit from this trend. The company already has a robust operating margin of 36%, and a solid return on equity of 47%. Analysts anticipate it will grow earnings by 11% annually over the next five years.</p><p>As it rides the tailwinds of increased pet spending, I think Zoetis could easily double over the next five to 10 years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Surefire Growth Stocks Destined to Double in Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Surefire Growth Stocks Destined to Double in Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 05:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/27/3-surefire-growth-stocks-destined-to-double/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Remember March 2020? Back then, most people wanted no part of the stock market. COVID-19 had jest been designated a pandemic, travel at all levels was grinding to a halt, and major stock indexes were ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/27/3-surefire-growth-stocks-destined-to-double/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","GOOG":"谷歌","GOOGL":"谷歌A","ZTS":"Zoetis Inc."},"source_url":"https://www.fool.com/investing/2022/07/27/3-surefire-growth-stocks-destined-to-double/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254335033","content_text":"Remember March 2020? Back then, most people wanted no part of the stock market. COVID-19 had jest been designated a pandemic, travel at all levels was grinding to a halt, and major stock indexes were in a deep dive.But those who kept their heads, invested money in a Nasdaq Composite index fund, and patiently waited saw a big reward less than a year later: Their investment had doubled in value. Between March 20, 2020, and Feb. 12, 2021, the index posted a 105% gain.Today, opportunities can again be found with the Nasdaq Composite trading down 24% year to date and many individual stocks down much further. There's no guarantee of a one-year doubling this time around, but there is definitely potential for solid returns. Let's look at three growth stocks that I think are destined to double from current valuations.1. SnowflakeSnowflake went public in 2020 and is led by Frank Slootman, who formerly was chairman of enterprise software giant ServiceNow. Snowflake's signature product is Data Cloud, which helps customers aggregate all of their data in a central location, allowing them to innovate, achieve efficiencies, and gain insights into their business.It's still early days for the company, which has only $1.4 billion in revenue over the last 12 months, but its revenue and customer base are growing rapidly. Fiscal 2023 first-quarter revenue was up 85% year over year; total customers surged to more than 6,000.Investors are taking notice. Warren Buffett is a believer; his Berkshire Hathaway owns over 6 million shares of Snowflake, worth around $875 million.Analysts expect Snowflake to continue growing for years. According to Wall Street, revenue should rise 66% this year and 53% the following year.With a forecast for that much growth, Snowflake stock could easily double its value in the next few years.2. AlphabetThere are plenty of reasons to like Alphabet right now, like its attractive price/earnings-to-growth ratio, its recent stock split, and its impressive share of the digital ad market.And there's Alphabet's tremendous growth rate for a company of its size. Quarterly revenue is up around 20% year over year.The company produced $277 billion of revenue over the last 12 months, putting it eighth among U.S. companies, and closing in on ExxonMobil, CVS, and UnitedHealth Group.And Wall Street thinks Alphabet can keep the growth going for years to come. Consensus estimates are for revenue increases of 14% annually for the next five years.3. ZoetisMy third stock destined to double is Zoetis, a veterinary drugmaker. It produces pharmaceuticals for livestock and companion animals.Roughly two-thirds of sales are from its companion-animals segment. Revenue from this part of the business is also growing faster, around 20% year over year.The company is well positioned to benefit from the long-term growth of the pet market. Morgan Stanley estimates that overall pet spending in the U.S. will more than double to $275 billion by 2030. With over half (66%) of U.S. households owning a pet, according to Morgan Stanley's research, and nearly half (47%) of respondents saying that they treat their pets like they treat their child, the amount spent on pet healthcare is certain to rise in the coming years.Wall Street expects Zoetis to profit from this trend. The company already has a robust operating margin of 36%, and a solid return on equity of 47%. Analysts anticipate it will grow earnings by 11% annually over the next five years.As it rides the tailwinds of increased pet spending, I think Zoetis could easily double over the next five to 10 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903344396,"gmtCreate":1658975089116,"gmtModify":1676536238332,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903344396","repostId":"1105464349","repostType":4,"repost":{"id":"1105464349","kind":"news","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":1658929127,"share":"https://ttm.financial/m/news/1105464349?lang=&edition=fundamental","pubTime":"2022-07-27 21:38","market":"us","language":"en","title":"Megacap Growth Companies Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105464349","media":"Tiger Newspress","summary":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose b","content":"<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" 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>Megacap Growth Companies Gained in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Growth Companies Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-27 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105464349","content_text":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909724965,"gmtCreate":1658930530057,"gmtModify":1676536230286,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909724965","repostId":"1105177620","repostType":2,"repost":{"id":"1105177620","kind":"news","pubTimestamp":1658890643,"share":"https://ttm.financial/m/news/1105177620?lang=&edition=fundamental","pubTime":"2022-07-27 10:57","market":"us","language":"en","title":"Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105177620","media":"MarketWatch","summary":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that Ju","content":"<html><head></head><body><p>Favor wide moat, five-star stocks flagged by Morningstar Direct</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c6eeb4a3b78b8f895aff6579277b9ef\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>GETTY IMAGES</span></p><p>The odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.</p><p>Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.</p><p>Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.</p><p>The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.</p><p>One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.</p><p>The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.</p><p>The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.</p><p>Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.</p><p><img src=\"https://static.tigerbbs.com/ad6c427a2709e4e218a4a4fc8d01efc0\" tg-width=\"1116\" tg-height=\"803\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce429ae567b37ecf57770f891f367a77\" tg-width=\"1115\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.</p><p><b>3 tech names</b></p><p>I’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.</p><p><b>Meta Platforms</b></p><p>I was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.</p><p>The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.</p><p>Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.</p><p>Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.</p><p><b>Salesforce.com</b></p><p>This company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.</p><p>Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.</p><p><b>ServiceNow</b></p><p>ServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.</p><p>ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.</p><p>ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.</p><p>COVID-discounted consumer names</p><p>I like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.</p><p>As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?</p><p><b>Yum China (YUMC)</b></p><p>The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.</p><p>China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.</p><p>At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.</p><p><b>Walt Disney</b></p><p>Disney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.</p><p>Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.</p><p>Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.</p><p>Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.</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>Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation ...</p>\n\n<a href=\"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?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":{"YUMC":"百胜中国","CRM":"赛富时","DIS":"迪士尼","NOW":"ServiceNow","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105177620","content_text":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.3 tech namesI’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.Meta PlatformsI was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.Salesforce.comThis company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.ServiceNowServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.COVID-discounted consumer namesI like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?Yum China (YUMC)The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.Walt DisneyDisney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909823303,"gmtCreate":1658849040102,"gmtModify":1676536217224,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909823303","repostId":"1195583109","repostType":4,"repost":{"id":"1195583109","kind":"news","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":1658846131,"share":"https://ttm.financial/m/news/1195583109?lang=&edition=fundamental","pubTime":"2022-07-26 22:35","market":"us","language":"en","title":"EV Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195583109","media":"Tiger Newspress","summary":"EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday","content":"<html><head></head><body><p>EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/d80674238adf9a301e67ca7111c3df2d\" tg-width=\"300\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-26 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/d80674238adf9a301e67ca7111c3df2d\" tg-width=\"300\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195583109","content_text":"EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909313391,"gmtCreate":1658808287913,"gmtModify":1676536211381,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👍🏼&nbsp;","listText":"👍🏼&nbsp;","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909313391","repostId":"1105030633","repostType":4,"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9996819214,"gmtCreate":1661142338340,"gmtModify":1676536461192,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Great 👍🏼 thanks will get this 2 stocks&nbsp;[Smile]&nbsp;","listText":"Great 👍🏼 thanks will get this 2 stocks&nbsp;[Smile]&nbsp;","text":"Great 👍🏼 thanks will get this 2 stocks [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996819214","repostId":"2261213563","repostType":4,"repost":{"id":"2261213563","kind":"highlight","pubTimestamp":1661138254,"share":"https://ttm.financial/m/news/2261213563?lang=&edition=fundamental","pubTime":"2022-08-22 11:17","market":"us","language":"en","title":"Better Buy Stock: Alphabet vs. Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=2261213563","media":"Motley Fool","summary":"Should you invest in the digital advertising leader or the e-commerce giant?","content":"<html><head></head><body><p><b>Alphabet</b> and <b>Amazon</b> are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company&#39;s valuation is also down significantly from its previous high.</p><p>With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today&#39;s prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.</p><h2>The case for Amazon</h2><p><b>Keith Noonan: </b>When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.</p><p>Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it&#39;s still in the early stages of leveraging these strengths to build on its position in the category.</p><p>The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire <b>iRobot</b> should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.</p><p>Amazon&#39;s cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.</p><h2>The case for Alphabet</h2><p><b>Parkev Tatevosian: </b>The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That&#39;s a critically important business to dominate because so many purchase decisions start with an internet search.</p><p>It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet&#39;s search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.</p><p>It&#39;s estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.</p><p><img src=\"https://static.tigerbbs.com/f3e2d5ada951624d62daac3842ebff13\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GOOG Price to Free Cash Flow data by YCharts.</p><p>Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.</p><h2>Which big tech stock should you buy today?</h2><p>Unless you&#39;re only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet&#39;s top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon&#39;s market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.</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 Stock: Alphabet vs. Amazon</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 Stock: Alphabet vs. Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-22 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/08/21/better-buy-stock-alphabet-vs-amazon/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261213563","content_text":"Alphabet and Amazon are two of the most influential technology companies in the world. On the heels of turbulence for the market, and growth stocks in particular this year, each company's valuation is also down significantly from its previous high.With these industry leaders potentially on track for big rebounds, investors could wonder which stock looks like the better buy at today's prices. Read on to see why two Motley Fool contributors have different views on which company will be a better performer for your portfolio.The case for AmazonKeith Noonan: When it comes to innovation, Amazon has an absolutely incredible track record. The company built an online bookstore into the leading overall online retail platform, and it continues to shape the direction of the e-commerce world. The tech giant also spearheaded the evolution of cloud-infrastructure services with Amazon Web Services, and the technologies it provides are at the heart of the modern internet and the evolution of cloud-based software.Amazon also has a fast-growing digital advertising business that has plenty of room for long-term expansion. Because the company controls the leading online-retail marketplace, it has some natural advantages in the ads space, and it's still in the early stages of leveraging these strengths to build on its position in the category.The company is also a leader in smart speakers and voice-based operating systems, and its move to acquire iRobot should bolster its position in the consumer devices category and augment broader strategic initiatives. Between its various products and services for consumers and businesses, Amazon has access to an incredible amount of data, and this should help the company take advantage of opportunities in artificial intelligence and continue mapping out new growth strategies and ways to capitalize on synergies between its businesses.Amazon's cloud segment is highly profitable and continues to grow at an impressive clip, and advancements in automation and robotics could ultimately make its market-leading e-commerce business much more profitable. With big opportunities in its two core businesses, growth potential in other categories, and a penchant for market-defining innovation, Amazon looks like a great buy today.The case for AlphabetParkev Tatevosian: The factors that help make Alphabet an excellent stock to buy are that it holds a dominant position in a massive industry and sells at a relatively inexpensive valuation. Indeed, Alphabet is home to Google, the most powerful search engine worldwide. That's a critically important business to dominate because so many purchase decisions start with an internet search.It can partly explain how Alphabet has expanded its revenue from $46 billion in 2012 to $258 billion in 2021. More importantly, it helped boost operating income from $13.8 billion to $78.7 billion in that same time. Businesses with less dominant positions frequently grapple with competitors, which works toward lower profits. Alphabet's search engine makes money through advertising. Companies pay Alphabet to have their websites listed near the top of search engine queries.It's estimated that advertisers will spend $838 billion globally in 2022, an 8.4% increase from the year before. That massive figure allowed Alphabet to expand beyond its $258 billion revenue in 2021. If it operated in a smaller market, it could approach a ceiling much faster, making an investment less lucrative.GOOG Price to Free Cash Flow data by YCharts.Despite these excellent prospects, Alphabet is trading relatively inexpensively at a price-to-free-cash-flow ratio of 25.6 and a price-to-earnings ratio of 22.8. These are below its historical averages through the last five years.Which big tech stock should you buy today?Unless you're only interested in owning one of these big tech companies in your portfolio, this is a case where buying both stocks could be the right move. Alphabet's top positions in search, digital advertising, and mobile give it clear avenues to long-term expansion. Meanwhile, Amazon's market-leading e-commerce and cloud computing businesses give it a strong growth engine, and the company has proven it can successfully branch into new categories. Both of these technology leaders look poised to tap into secular growth trends, and each stock stands a good chance of being a long-term winner.","news_type":1},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993821325,"gmtCreate":1660663752169,"gmtModify":1676536374705,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Oh[Smile]&nbsp;","listText":"Oh[Smile]&nbsp;","text":"Oh[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993821325","repostId":"2259839211","repostType":4,"repost":{"id":"2259839211","kind":"highlight","pubTimestamp":1660659198,"share":"https://ttm.financial/m/news/2259839211?lang=&edition=fundamental","pubTime":"2022-08-16 22:13","market":"us","language":"en","title":"TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split","url":"https://stock-news.laohu8.com/highlight/detail?id=2259839211","media":"InvestorPlace","summary":"Tesla(TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares pri","content":"<html><head></head><body><ul><li><b>Tesla</b> (<b><u>TSLA</u></b>) will enact a three-for-one share split on Aug. 17.</li><li>Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.</li><li>Investors should hold at least a few TSLA stock shares prior to the split.</li></ul><p><b>Tesla</b> (NASDAQ:<b><u>TSLA</u></b>) stock hasn’t looked this good in a while.</p><p>Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.</p><p>For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.</p><p>Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.</p><p>Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.</p><table border=\"1\"><tbody><tr><td><b><u>TSLA</u></b></td><td><b>Tesla</b></td><td>$927.96</td></tr></tbody></table><h2>What’s Happening with TSLA Stock?</h2><p>Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.</p><p>However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.</p><p>So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.</p><p>As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.</p><h2>Musk Teases <a href=\"https://laohu8.com/S/TWOA.U\">Two</a> New Tesla Vehicle Models</h2><p>As I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”</p><p>This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.</p><p>Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.</p><h2>What You Can Do Now</h2><p>For all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.</p><p>Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split</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\">\nTSLA Is a Must-Buy Ahead of the Aug. 17 Tesla Stock Split\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares ...</p>\n\n<a href=\"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4581":"高盛持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4574":"无人驾驶"},"source_url":"https://investorplace.com/2022/08/tsla-is-a-must-buy-ahead-of-the-aug-17-tesla-stock-split/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259839211","content_text":"Tesla (TSLA) will enact a three-for-one share split on Aug. 17.Also, Tesla CEO Elon Musk teased the upcoming release of two new vehicle models.Investors should hold at least a few TSLA stock shares prior to the split.Tesla (NASDAQ:TSLA) stock hasn’t looked this good in a while.Not long ago, the company revealed that the electric vehicle (or EV) manufacturer plans to enact a three-for-one share split on Aug. 17. Furthermore, CEO Elon Musk tweeted a hint that two new EV models will be shipped out.For these reasons, or just because Tesla is a premier business and a pioneer in vehicle electrification, you should consider owning TSLA stock now.Make no mistake about it: Musk is a controversial figure. Everybody and his uncle has been talking about how Musk sold nearly $7 billion worth of Tesla shares recently. Yet, you don’t have to let this distract you from the more important developments surrounding Tesla.Musk is, among other things, a master of using the media to generate attention for Tesla. He teased a couple of new vehicle models recently, and this could generate investor interest in Tesla. Besides, the upcoming share split will likely entice more people into the trade.TSLATesla$927.96What’s Happening with TSLA Stock?Throughout 2022 so far, TSLA stock has achieved $1,000 on more than one occasion but couldn’t hold that level. The buyers will have to put in some work to reclaim $1,000 and keep the Tesla share price there.However, soon $1,000 won’t be the near-term objective anymore. That’s because Tesla’s board of directors approved a three-for-one share split, which will apply to shareholders of record on Aug. 17.So, if you’re serious about investing in Tesla and making the most of this situation, you can buy some TSLA stock shares prior to Aug. 17. Also, mark Aug. 25 on your calendar, as that’s when the stock will begin trading on a split-adjusted basis.As the shares become more affordable, traders will smaller account sizes will probably be enticed to invest in Tesla. And of course, when there are more buyers involved, this should put upward price pressure on the stock.Musk Teases Two New Tesla Vehicle ModelsAs I mentioned before, Musk is masterful when it comes to using the media to generate buzz for Tesla. That’s exactly what he did when he recently tweeted, “Tesla 500 mile range Semi Truck starts shipping this year, Cybertruck next year.”This tweet immediately made the financial headlines, so Musk can say, “Mission accomplished.” The Cybertruck is Tesla’s version of a pickup truck, so truckers who’ve hesitated to join the vehicle electrification movement might now be persuaded to give Tesla’s electric truck a try.Along with all of this, you can simply hold TSLA stock because the company is an EV-market powerhouse. As you may recall, Tesla’s revenue jumped 42% year over year in 2022’s second quarter. Figures like this should remind us all that Musk’s company was, and still remains, an EV pioneer.What You Can Do NowFor all of the reasons discussed here, feel free to add to your share position in Tesla prior to Aug. 17. And if you don’t have a position already, now’s a great time to start one.Otherwise, you may regret it as stock-split mania could push TSLA stock much higher. Eventually, even after the split, the stock might reach $1,000 and then some.","news_type":1},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909823303,"gmtCreate":1658849040102,"gmtModify":1676536217224,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909823303","repostId":"1195583109","repostType":4,"repost":{"id":"1195583109","kind":"news","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":1658846131,"share":"https://ttm.financial/m/news/1195583109?lang=&edition=fundamental","pubTime":"2022-07-26 22:35","market":"us","language":"en","title":"EV Stocks Slid in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1195583109","media":"Tiger Newspress","summary":"EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday","content":"<html><head></head><body><p>EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/d80674238adf9a301e67ca7111c3df2d\" tg-width=\"300\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Slid in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Slid in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-26 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.<img src=\"https://static.tigerbbs.com/d80674238adf9a301e67ca7111c3df2d\" tg-width=\"300\" tg-height=\"487\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","TSLA":"特斯拉","XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195583109","content_text":"EV stocks slid in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Nikola, Faraday Future, Tusimple Holdings, Arrival and Fisker fell between 1% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908366011,"gmtCreate":1659322122233,"gmtModify":1676536287139,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908366011","repostId":"2255508756","repostType":4,"repost":{"id":"2255508756","kind":"highlight","pubTimestamp":1659311826,"share":"https://ttm.financial/m/news/2255508756?lang=&edition=fundamental","pubTime":"2022-08-01 07:57","market":"us","language":"en","title":"Here's What Amazon's Potential Acquisition of One Medical Means for Teladoc Health Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2255508756","media":"Motley Fool","summary":"Between subpar earnings and Amazon's potential purchase of One Medical, Teladoc investors have their hands full of late.","content":"<html><head></head><body><p></p><p>This year has been an absolute nightmare for <b>Teladoc Health</b> (TDOC 3.51%), the telehealth provider aiming to disrupt the traditional healthcare industry. Year to date, the stock has nosedived 62%, slumping most recently because of its second-quarter earnings report that it posted on July 27.</p><p>To make matters worse, technology giant <b>Amazon.com</b> (AMZN 10.36%) recently announced its plan to acquire One Medical for $3.9 billion in an all-cash transaction. Although the deal has yet to be approved, acquiring One Medical, which falls under the <b>1Life Healthcare</b> (ONEM -0.12%) umbrella, could significantly boost the e-commerce leader&#39;s push into the virtual healthcare arena.</p><p>Now with its back against the wall, is Teladoc Health a stock that investors should consider pouncing on at existing price levels?</p><p><img src=\"https://static.tigerbbs.com/0f01364fa5ab51f0aa3b495a935f565d\" tg-width=\"700\" tg-height=\"478\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Teladoc&#39;s financials and Amazon&#39;s potential acquisition</h2><p>In its second-quarter outing, Teladoc Health grew revenue by 17.7% year over year, to $592.4 million, but what flustered investors was its net loss of $19.22 per share, which was driven by a non-cash goodwill impairment charge of $3 billion. This comes after a similar $6.6 billion goodwill impairment charge in the first quarter, which resulted in a net loss of $41.58 per share. In terms of other key operating metrics, total visits on the platform rose 27.6% year over year to 4.7 million, and the average revenue from its 56.6 million paid U.S. members climbed 12.6% to $2.60 per member.</p><p>Although management maintained its previously issued guidance for revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), they now expect results to be toward the lower bound of those ranges due to ongoing macro conditions. Thus, for the full year, management forecasts total revenue of $2.4 to $2.5 billion, indicating 18.1% growth year over year if it meets the lower end. And it expects adjusted EBITDA to reach $240 million to $265 million, equal to a 10.4% decline if, once again, it hits the lower bound.</p><p>Although those aren&#39;t necessarily horrible growth rates, management&#39;s lack of visibility around the company&#39;s business in recent quarters should be of great concern to investors moving forward.</p><p>To add fuel to the fire, Amazon announced on July 21 a plan to acquire One Medical for $3.9 billion in an all-cash transaction. One Medical is a membership-based primary care provider with almost 200 locations and roughly 770,000 patients nationwide.  If the deal is approved, Amazon&#39;s healthcare footprint will become significantly larger, which could serve as a major threat to Teladoc.</p><h2>Is now an optimal time to buy Teladoc stock?</h2><p>For several quarters now, Teladoc&#39;s management has lacked visibility of the business, which is extremely concerning from an investor&#39;s standpoint. And while buying at today&#39;s lows could lead to monstrous returns down the line, I&#39;d like to see a bit more consistency on the operational front before pulling the trigger.</p><p>So, even though the telehealth pioneer is trading at just 3.2 times sales right now, its fresh underperformance, combined with intense competition from the well-funded tech giant, makes it a dicey play at the moment. While the opportunity in the telehealth market is massive, I think there are better investments available to investors now.</p><p></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>Here's What Amazon's Potential Acquisition of One Medical Means for Teladoc Health 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\">\nHere's What Amazon's Potential Acquisition of One Medical Means for Teladoc Health Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 07:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/31/heres-what-amazons-potential-acquisition-of-one-me/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This year has been an absolute nightmare for Teladoc Health (TDOC 3.51%), the telehealth provider aiming to disrupt the traditional healthcare industry. Year to date, the stock has nosedived 62%, ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/31/heres-what-amazons-potential-acquisition-of-one-me/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","ISBC":"投资者银行","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TDOC":"Teladoc Health Inc.","BK4534":"瑞士信贷持仓","BK4567":"ESG概念","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4566":"资本集团","BK4122":"互联网与直销零售","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4167":"医疗保健技术","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","AMZN":"亚马逊","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4503":"景林资产持仓","BK4551":"寇图资本持仓"},"source_url":"https://www.fool.com/investing/2022/07/31/heres-what-amazons-potential-acquisition-of-one-me/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255508756","content_text":"This year has been an absolute nightmare for Teladoc Health (TDOC 3.51%), the telehealth provider aiming to disrupt the traditional healthcare industry. Year to date, the stock has nosedived 62%, slumping most recently because of its second-quarter earnings report that it posted on July 27.To make matters worse, technology giant Amazon.com (AMZN 10.36%) recently announced its plan to acquire One Medical for $3.9 billion in an all-cash transaction. Although the deal has yet to be approved, acquiring One Medical, which falls under the 1Life Healthcare (ONEM -0.12%) umbrella, could significantly boost the e-commerce leader's push into the virtual healthcare arena.Now with its back against the wall, is Teladoc Health a stock that investors should consider pouncing on at existing price levels?Teladoc's financials and Amazon's potential acquisitionIn its second-quarter outing, Teladoc Health grew revenue by 17.7% year over year, to $592.4 million, but what flustered investors was its net loss of $19.22 per share, which was driven by a non-cash goodwill impairment charge of $3 billion. This comes after a similar $6.6 billion goodwill impairment charge in the first quarter, which resulted in a net loss of $41.58 per share. In terms of other key operating metrics, total visits on the platform rose 27.6% year over year to 4.7 million, and the average revenue from its 56.6 million paid U.S. members climbed 12.6% to $2.60 per member.Although management maintained its previously issued guidance for revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), they now expect results to be toward the lower bound of those ranges due to ongoing macro conditions. Thus, for the full year, management forecasts total revenue of $2.4 to $2.5 billion, indicating 18.1% growth year over year if it meets the lower end. And it expects adjusted EBITDA to reach $240 million to $265 million, equal to a 10.4% decline if, once again, it hits the lower bound.Although those aren't necessarily horrible growth rates, management's lack of visibility around the company's business in recent quarters should be of great concern to investors moving forward.To add fuel to the fire, Amazon announced on July 21 a plan to acquire One Medical for $3.9 billion in an all-cash transaction. One Medical is a membership-based primary care provider with almost 200 locations and roughly 770,000 patients nationwide.  If the deal is approved, Amazon's healthcare footprint will become significantly larger, which could serve as a major threat to Teladoc.Is now an optimal time to buy Teladoc stock?For several quarters now, Teladoc's management has lacked visibility of the business, which is extremely concerning from an investor's standpoint. And while buying at today's lows could lead to monstrous returns down the line, I'd like to see a bit more consistency on the operational front before pulling the trigger.So, even though the telehealth pioneer is trading at just 3.2 times sales right now, its fresh underperformance, combined with intense competition from the well-funded tech giant, makes it a dicey play at the moment. While the opportunity in the telehealth market is massive, I think there are better investments available to investors now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"content":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide","text":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide","html":"Perhaps should look at semi conductor stocks like Nividia, AMD ,Qualcomm as chips shortages worldwide"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9068291069,"gmtCreate":1651770357151,"gmtModify":1676534966238,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Wait for correction&nbsp;","listText":"Wait for correction&nbsp;","text":"Wait for correction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9068291069","repostId":"1156124357","repostType":4,"repost":{"id":"1156124357","kind":"news","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":1651757884,"share":"https://ttm.financial/m/news/1156124357?lang=&edition=fundamental","pubTime":"2022-05-05 21:38","market":"us","language":"en","title":"EV Stocks Tumbled in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156124357","media":"Tiger Newspress","summary":"EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Lucid and Tusimple fell betw","content":"<html><head></head><body><p>EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Lucid and Tusimple fell between 2% and 5%.<img src=\"https://static.tigerbbs.com/a0c3752f309dd501b59169ce202e8f33\" tg-width=\"412\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Tumbled in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Tumbled in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-05-05 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Lucid and Tusimple fell between 2% and 5%.<img src=\"https://static.tigerbbs.com/a0c3752f309dd501b59169ce202e8f33\" tg-width=\"412\" tg-height=\"600\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","NIO":"蔚来","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156124357","content_text":"EV stocks tumbled in morning trading. Tesla, Rivian, Nio, Xpeng Motors, Lucid and Tusimple fell between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900507962,"gmtCreate":1658722577656,"gmtModify":1676536197924,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900507962","repostId":"2253024704","repostType":2,"repost":{"id":"2253024704","kind":"highlight","pubTimestamp":1658706544,"share":"https://ttm.financial/m/news/2253024704?lang=&edition=fundamental","pubTime":"2022-07-25 07:49","market":"us","language":"en","title":"3 Stocks the World's Greatest Investors Like the Most Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2253024704","media":"Motley Fool","summary":"These stocks are popular with lots of other investors, too.","content":"<html><head></head><body><p>If you want to be a better golfer, you&#39;ll study the swings of the world&#39;s greatest golfers. If you want to be a better manager, you&#39;ll study what the world&#39;s greatest managers do. But what if you want to be a better investor? It can pay off to study what the world&#39;s greatest investors do as well.</p><p>Granted, you won&#39;t always want to invest in the same stocks as they do. However, knowing their favorite stocks and why those stocks are in their portfolios can be helpful. With that in mind, here are three stocks the world&#39;s greatest investors like the most right now.</p><h2>1. Amazon.com</h2><p><b>Amazon.com</b> ranks as one of the favorite stocks for three multibillionaire investors. It&#39;s David Tepper&#39;s Appaloosa Management hedge fund&#39;s second-largest holding. Amazon is George Soros&#39; Soros Fund Management&#39;s fourth-largest position. And while the stock is lower on Warren Buffett&#39;s list, his <b>Berkshire Hathaway</b> owns more than $1.3 billion worth of Amazon shares.</p><p>So far this year, Amazon hasn&#39;t done much for these super-wealthy investors&#39; portfolios. The stock has slid partially as a result of the overall market sell-off. However, Amazon also disappointed investors with slower revenue growth.</p><p>But it&#39;s a pretty safe bet that Tepper, Soros, and Buffett remain confident about Amazon&#39;s long-term prospects. The company still dominates e-commerce. Its Amazon Web Services cloud unit continues to grow by leaps and bounds. Amazon is also aggressively expanding into new markets, as evidenced by the company&#39;s plans to acquire primary care provider <b>1Life Healthcare</b> (better known as One Medical) for $3.9 billion.</p><h2>2. Coca-Cola</h2><p>Both Buffett and his fellow multibillionaire investor Ray Dalio think very highly of <b>Coca-Cola</b>. The food and beverage giant ranks as the third-largest holding for Berkshire and the fourth-biggest stock position for Bridgewater Associates, the huge hedge fund founded by Dalio.</p><p>Coca-Cola is handily beating the market in 2022. The stability of the blue-chip stock has attracted many investors who were looking for a relatively safe place to park their money in the midst of tremendous volatility.</p><p>However, Buffett and Dalio aren&#39;t newcomers to Coke. They&#39;ve both owned the stock for years. Berkshire first initiated a position in Coca-Cola back in 1988. The purchase prompted Buffett to write in his annual shareholder letter one of his most memorable lines, &#34;When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.&#34;</p><h2>3. Apple</h2><p>There&#39;s no way we could leave <b>Apple</b> off this list. While it&#39;s not a top holding for many of the world&#39;s greatest investors, it certainly is for Buffett. Apple ranks by far as the biggest position in Berkshire&#39;s portfolio. Buffett even refers to the tech company as one of Berkshire&#39;s &#34;four giants.&#34; The other three &#34;giants&#34; are subsidiaries of Berkshire.</p><p>Although Apple has fallen year to date, it&#39;s still outperforming the broader market. The company continues to face some supply chain problems that are weighing on financial growth. However, these should only be temporary issues.</p><p>You can rest assured that Buffett believes that Apple&#39;s future is bright. He led Berkshire to scoop up more shares of the stock earlier this year and only stopped after Apple began to rebound.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks the World's Greatest Investors Like the Most Right 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\">\n3 Stocks the World's Greatest Investors Like the Most Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 07:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/24/3-stocks-worlds-greatest-investors-like-most/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you want to be a better golfer, you'll study the swings of the world's greatest golfers. If you want to be a better manager, you'll study what the world's greatest managers do. But what if you want...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/24/3-stocks-worlds-greatest-investors-like-most/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/24/3-stocks-worlds-greatest-investors-like-most/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253024704","content_text":"If you want to be a better golfer, you'll study the swings of the world's greatest golfers. If you want to be a better manager, you'll study what the world's greatest managers do. But what if you want to be a better investor? It can pay off to study what the world's greatest investors do as well.Granted, you won't always want to invest in the same stocks as they do. However, knowing their favorite stocks and why those stocks are in their portfolios can be helpful. With that in mind, here are three stocks the world's greatest investors like the most right now.1. Amazon.comAmazon.com ranks as one of the favorite stocks for three multibillionaire investors. It's David Tepper's Appaloosa Management hedge fund's second-largest holding. Amazon is George Soros' Soros Fund Management's fourth-largest position. And while the stock is lower on Warren Buffett's list, his Berkshire Hathaway owns more than $1.3 billion worth of Amazon shares.So far this year, Amazon hasn't done much for these super-wealthy investors' portfolios. The stock has slid partially as a result of the overall market sell-off. However, Amazon also disappointed investors with slower revenue growth.But it's a pretty safe bet that Tepper, Soros, and Buffett remain confident about Amazon's long-term prospects. The company still dominates e-commerce. Its Amazon Web Services cloud unit continues to grow by leaps and bounds. Amazon is also aggressively expanding into new markets, as evidenced by the company's plans to acquire primary care provider 1Life Healthcare (better known as One Medical) for $3.9 billion.2. Coca-ColaBoth Buffett and his fellow multibillionaire investor Ray Dalio think very highly of Coca-Cola. The food and beverage giant ranks as the third-largest holding for Berkshire and the fourth-biggest stock position for Bridgewater Associates, the huge hedge fund founded by Dalio.Coca-Cola is handily beating the market in 2022. The stability of the blue-chip stock has attracted many investors who were looking for a relatively safe place to park their money in the midst of tremendous volatility.However, Buffett and Dalio aren't newcomers to Coke. They've both owned the stock for years. Berkshire first initiated a position in Coca-Cola back in 1988. The purchase prompted Buffett to write in his annual shareholder letter one of his most memorable lines, \"When we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever.\"3. AppleThere's no way we could leave Apple off this list. While it's not a top holding for many of the world's greatest investors, it certainly is for Buffett. Apple ranks by far as the biggest position in Berkshire's portfolio. Buffett even refers to the tech company as one of Berkshire's \"four giants.\" The other three \"giants\" are subsidiaries of Berkshire.Although Apple has fallen year to date, it's still outperforming the broader market. The company continues to face some supply chain problems that are weighing on financial growth. However, these should only be temporary issues.You can rest assured that Buffett believes that Apple's future is bright. He led Berkshire to scoop up more shares of the stock earlier this year and only stopped after Apple began to rebound.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993763761,"gmtCreate":1660736172556,"gmtModify":1676536388899,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Up ⬆️ 👍🏼&nbsp;","listText":"Up ⬆️ 👍🏼&nbsp;","text":"Up ⬆️ 👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993763761","repostId":"2260890097","repostType":4,"repost":{"id":"2260890097","kind":"highlight","pubTimestamp":1660735731,"share":"https://ttm.financial/m/news/2260890097?lang=&edition=fundamental","pubTime":"2022-08-17 19:28","market":"us","language":"en","title":"7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News","url":"https://stock-news.laohu8.com/highlight/detail?id=2260890097","media":"InvestorPlace","summary":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ","content":"<html><head></head><body><ul><li>These EV stocks could potentially benefit from the budget recently passed by Congress.</li><li><b>Fisker</b> (<b>FSR</b>): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.</li><li><b>ChargePoint</b> (<b>CHPT</b>): The Inflation Reduction Act will boost the company&#39;s EV sales and the need for EV chargers.</li><li><b><a href=\"https://laohu8.com/S/BLNK\">Blink Charging</a></b> (<b>BLNK</b>): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.</li><li><b>Workhorse</b> (<b>WKHS</b>): Its issues have been resolved, and it is looking to launch new trucks in Q4.</li><li><b>Rivian </b>(<b>RIVN</b>): The EV maker&#39;s deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.</li><li><b>Daimler Truck Holding</b> (OTC:<b><u>DTRUY</u></b>): Electric truck sales are rising at an extraordinary pace, positioning the firm well.</li><li><b>Ford</b> (<b>F</b>): Its EV business could potentially grow by 90% if all goes to according to its plan.</li></ul><p><img src=\"https://static.tigerbbs.com/1d75e286bc20101d575d48126146696f\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Shutterstock</p><p>The climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.</p><p>The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.</p><p>Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.</p><p>Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.</p><table border=\"1\"><tbody><tr><td><b><u>FSR</u></b></td><td>Fisker</td><td>$8.86</td></tr><tr><td><b><u>CHPT</u></b></td><td>ChargePoint</td><td>$18.19</td></tr><tr><td><b><u>BLNK</u></b></td><td>Blink Charging</td><td>$25.08</td></tr><tr><td><b><u>WKHS</u></b></td><td>Workhorse</td><td>$4.06</td></tr><tr><td><b><u>RIVN</u></b></td><td>Rivian</td><td>$37.11</td></tr><tr><td><b><u>DTRUY</u></b></td><td>Daimler Truck</td><td>$14.56</td></tr><tr><td><b><u>F</u></b></td><td>Ford</td><td>$16.41</td></tr></tbody></table><h2>Fisker (FSR)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/11a82ecc2d22b02efe164f887306fc19\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: T. Schneider / Shutterstock.com</p><p>U.S.-based<b> Fisker</b> (NASDAQ:<b>FSR</b>) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.</p><p>The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.</p><p>Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.</p><p>Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.</p><h2>ChargePoint (CHPT)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/e1a1e7244a87b93f366b9b95a134ff09\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: YuniqueB / Shutterstock.com</p><p><b>ChargePoint</b> (NYSE:<b>CHPT</b>)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.</p><p>CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.</p><p>For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.</p><p>According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.</p><h2>Blink Charging (BLNK)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c03daf89f4968f9ca14bd3baaef84274\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: David Tonelson/Shutterstock.com</p><p><b>Blink Charging</b> (NASDAQ:<b>BLNK</b>) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.</p><p>In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.</p><p>Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.</p><h2>Workhorse (WKHS)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ce0cba1fea76435f9cd8d097afad5bef\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: rblfmr / Shutterstock.com</p><p><b>Workhorse</b> (NASDAQ:<b>WKHS</b>)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleets</p><p>Its shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.</p><p>Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.</p><h2>Rivian (RIVN)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/68f4b76fb80a787d9b7ece035c1f976a\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock</p><p><b>Rivian </b>(NASDAQ:<b>RIVN</b>) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as <b>Amazon</b>  (NASDAQ:<b><u>AMZN</u></b>), which ordered 100,00 delivery EVs from Rivian.</p><p>The EV maker produces three main vehicles: Its delivery van (<b>EDV</b>), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.</p><p>Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.</p><p>Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.</p><h2><b>Daimler Truck Holding</b> (DTRUY)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/4e806a1ce1b110d57cb1aed99c753083\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Tobias Arhelger / Shutterstock.com</p><p><b>Daimler</b> Truck Holding (OTCMKTS:<b><u>DTRUY</u></b>) is a German company which produces electric trucks and electric buses. The firm was spun off by <b>Daimler AG</b>, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.</p><p>The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.</p><p>Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companies</p><h2>Ford (F)</h2><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/8f2a0f3d677a90ffec184c1164d5366b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></p><p>Source: Vitaliy Karimov / Shutterstock.com</p><p>Automotive giant <b>Ford</b> (NYSE:<b>F</b>) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.</p><p>Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.</p><p>Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 EV Stocks Set to Soar on the Electric Vehicle Tax Credit News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 19:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their ...</p>\n\n<a href=\"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BLNK":"Blink Charging","DTRUY":"DAIMLER TRUCK HLDG AG","WKHS":"Workhorse Group, Inc.","FSR":"菲斯克","RIVN":"Rivian Automotive, Inc.","F":"福特汽车","CHPT":"ChargePoint Holdings Inc."},"source_url":"https://investorplace.com/2022/08/7-ev-stocks-set-to-soar-on-the-electric-vehicle-tax-credit-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260890097","content_text":"These EV stocks could potentially benefit from the budget recently passed by Congress.Fisker (FSR): Its pre-order customers could retain eligibility for the existing EV tax credit by converting their reservations into binding sales contracts.ChargePoint (CHPT): The Inflation Reduction Act will boost the company's EV sales and the need for EV chargers.Blink Charging (BLNK): Its revenues have been growing at a rapid clip, and government initiatives will help it achieve profitability.Workhorse (WKHS): Its issues have been resolved, and it is looking to launch new trucks in Q4.Rivian (RIVN): The EV maker's deliveries are growing at an incredible pace, and its colossal cash balance puts it in an excellent position to grow.Daimler Truck Holding (OTC:DTRUY): Electric truck sales are rising at an extraordinary pace, positioning the firm well.Ford (F): Its EV business could potentially grow by 90% if all goes to according to its plan.Source: ShutterstockThe climate and energy provisions within the budget recently passed by Congress have the electric vehicle (EV) sector buzzing. Clearly, some EV makers will gain from the legislation and some will lose, so investors must have their due diligence in place when investing in EV stocks.The two obvious goals of the bill are to make EVs more affordable and limit EV makers’ purchases of supplies from Chinese companies. Auto-industry experts are concerned that the proposed $7,500 tax credits for EV buyers come with a tad too many requirements.Nevertheless, there are some clear winners from the package. Firstly, EV producers focusing on trucks and heavy-duty vehicles will benefit immensely. Moreover, EV infrastructure providers based in the U.S. will also benefit from the incentives to buy supplies from domestic companies.Additionally, some auto experts believe that the new incentives could spur a rapid transition to EVs by the commercial sector. Having said that, let’s look at some EV stocks that could potentially be boosted by the legislation.FSRFisker$8.86CHPTChargePoint$18.19BLNKBlink Charging$25.08WKHSWorkhorse$4.06RIVNRivian$37.11DTRUYDaimler Truck$14.56FFord$16.41Fisker (FSR)Source: T. Schneider / Shutterstock.comU.S.-based Fisker (NASDAQ:FSR) is a start-up EV maker that is currently in the pre-production phase. With over 50,000 reservations for its flagship Ocean model and close to $1 billion of funding, Fisker is one of the most promising firms in the space. It has an asset-light business model and is using partnerships to grow quickly.The company will soon start producing its first model, the Ocean SUV. Fisker expects to significantly ramp up its production from 50,000 EVs in 2023 to 150,000 EVs in 2024.Its direct-to-consumer distribution strategy should help it limit its costs and speed up its production. Furthermore, Fisker believes that consumers who pre-ordered its EVs can qualify for the expiring $7,500 tax credit  by converting their reservations into binding sales contracts.Given these points, FSR remains one of the more fascinating bets in the EV space, and it is definitely worth considering.ChargePoint (CHPT)Source: YuniqueB / Shutterstock.comChargePoint (NYSE:CHPT)  is the leading operator of  EV chargers, with 188,000 activated ports and another 320,000 that are accessible via roaming. Its penetration in the U.S. and Europe is second to none. Apart from its hardware business, it generates a ton of revenue through its software products, which provide several benefits for its fleet customers and its commercial clients.CHPT has established itself as a top player in its niche, and its sales soared 65% in 2021 to $242 million.For the company, it’s all about growing sufficiently to become profitable. The proliferation of EVs will help CHPT break even in the next few years, and recent developments, including the Inflation Reduction Act, will help speed up the process significantly.According to Precedence Research, the worldwide EV charging market could grow at an incredible compound average annual growth rate of 28% between 2022 and 2030.Blink Charging (BLNK)Source: David Tonelson/Shutterstock.comBlink Charging (NASDAQ:BLNK) operates the second-highest number of EV chargers after CHPT. Like its peers, it remains in hyper-growth mode, and the support that it will obtain from the U.S. government will prove to be a major, positive catalyst for CHPT stock.In  recent quarters, the company’s sales have been increasing by triple-digit-percentage levels year-over-year, comfortably outpacing the growth of its peers. Moreover, with an average 34% gross profit margin over a five-year period, BLNK has done much better than its peers when it comes to that metric.Blink seems to be doing much better in terms of its fundamentals than CHPT. Its revenues have been growing significantly faster than its competitor, as Blink’s top line soared 163% YOY in Q2. Growing EV adoption will further solidify its business and enable it to achieve profitability.Workhorse (WKHS)Source: rblfmr / Shutterstock.comWorkhorse (NASDAQ:WKHS)  designs and produces last-mile delivery trucks. Moreover, it offers a cloud-based telematics monitoring system for commercial fleetsIts shares are trading more than 80% below their peak valuation and are priced more attractively than ever before. WKHS stock took a hit after it was announced that federal authorities were investigating the safety issues of its C1000 electric van. The company has complied with the government’s requests  and is looking to ramp up the production of the van.Workhorse has an extensive strategic roadmap: It will be looking to sell 250 vehicles this year and generate revenue of  $25 million. Additionally, it boasts a cash balance of $167 million with a debt-free balance sheet.Rivian (RIVN)Source: Michael Vi / ShutterstockRivian (NASDAQ:RIVN) was one of the hottest EV stocks whose shares started trading last year. The EV pickup truck maker attracted attention from companies such as Amazon  (NASDAQ:AMZN), which ordered 100,00 delivery EVs from Rivian.The EV maker produces three main vehicles: Its delivery van (EDV), the R1T pickup truck, and the R1S SUV. In contrast to most of its peers, it is looking to vertically integrate key aspects of the business, including its software stack, to save money over the long-term.Rivian wrapped up a solid second quarter, as its EV deliveries jumped 264% versus Q1 to 4,467 vehicles, versus analysts’ average estimate of about 1,500. Additionally, Rivian reiterated its intention  to produce 25,000 cars by the end of this year.Moreover, although Rivian is still burning truckloads of cash, it had approximately $15.5 billion of cash and cash equivalents as of the end of last quarter. As a result, it remains in an excellent position to turn on the afterburners and ramp up its production.Daimler Truck Holding (DTRUY)Source: Tobias Arhelger / Shutterstock.comDaimler Truck Holding (OTCMKTS:DTRUY) is a German company which produces electric trucks and electric buses. The firm was spun off by Daimler AG, the company behind the Mercedes Benz brand. The company wants Daimler Truck to focus on zero-emissions technology and software businesses.The truck and bus manufacturer’s sales climbed 18% YOY to €12.1 billion in Q2, exceeding analysts’ average estimate of 11.8 billion euros. Daimler Truck’s  EBIT, excluding some items, climbed 15% YOY to 1.01 billion euros.Sales of electric trucks continue to rise at an extraordinary pace. Moreover, Daimler Truck stands to benefit immensely from the proposed government incentives for the manufacturers of electric trucks for companiesFord (F)Source: Vitaliy Karimov / Shutterstock.comAutomotive giant Ford (NYSE:F) had an amazing second quarter, marked by a 57% YOY increase in its revenues and a 50% bump in its dividend which lifted its payout to pre-pandemic levels. Ford now offers a significant dividend yield of  2.45%. Moreover, it reiterated its full-year 2022 guidance, which includes a 15%-25% YOY increase in its EBITDA, excluding certain items.Furthermore, Ford’s investments in the EV space are paying off, and its supply chains are in remarkably good shape and well-positioned to support its ambitious growth objectives.Additionally, it predicts that, by the end of 2023, it will be producing EVs at an annualized rate of 600,000 level, and it estimates that its EV production could reach 2 million by the end of 2026.","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909313391,"gmtCreate":1658808287913,"gmtModify":1676536211381,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👍🏼&nbsp;","listText":"👍🏼&nbsp;","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9909313391","repostId":"1105030633","repostType":4,"repost":{"id":"1105030633","kind":"news","pubTimestamp":1658803743,"share":"https://ttm.financial/m/news/1105030633?lang=&edition=fundamental","pubTime":"2022-07-26 10:49","market":"us","language":"en","title":"Microsoft Stock Hit With Pre-Earnings Bear Note","url":"https://stock-news.laohu8.com/highlight/detail?id=1105030633","media":"Schaeffer's Investment Research","summary":"Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corpor","content":"<html><head></head><body><p>Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company is set to report fiscal fourth-quarter earnings after the close, July 26. Already, the equity is attracting analyst attention, with Wells Fargo cutting its price target to $350 from $400 ahead of the event. The brokerage said inflation, rising rates, and a stronger U.S. dollar are likely to weigh on MSFT&#39;s quarterly outlook.</p><p>As usual, analysts are optimistic towards Microsoft stock, with 23 of the 24 in question calling it a &#34;buy&#34; or better rating, while the 12-month consensus target price of $343.99 is a 32.8% premium to current levels. Should more firms follow Wells Fargo&#39;s lead, the equity could drop even lower.</p><p>Its status as one of the world&#39;s most powerful tech companies hasn&#39;t spared Microsoft stock from recent headwinds. The security is down 22.9% year-to-date, with two of its most recent rallies rejected at the $270 mark. Plus, the 80-day moving average lingers overhead.</p><p><img src=\"https://static.tigerbbs.com/d24418514910a9805bfb0a05fadc4d19\" tg-width=\"336\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/>A quick glance at <a href=\"https://laohu8.com/S/MSFT\"><b>Microsoft</a> stock&#39;s</b> history of post-earnings moves returns reveals mixed reactions, with shares finishing four of eight next-day sessions higher, including a 4.8% pop in April. The equity averaged a move of 3% in the past two years, regardless of direction.</p><p>The Put/Call Ratio, which is calculated by dividing the number of traded put options by the number of traded call options, surged to 1.06, suggesting a rise in bearish sentiment.</p><p><img src=\"https://static.tigerbbs.com/ebf4f34ed8b96106303aaa9507028b82\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1653551688042","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>Microsoft Stock Hit With Pre-Earnings Bear Note</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\">\nMicrosoft Stock Hit With Pre-Earnings Bear Note\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note><strong>Schaeffer's Investment Research</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company ...</p>\n\n<a href=\"https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105030633","content_text":"Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company is set to report fiscal fourth-quarter earnings after the close, July 26. Already, the equity is attracting analyst attention, with Wells Fargo cutting its price target to $350 from $400 ahead of the event. The brokerage said inflation, rising rates, and a stronger U.S. dollar are likely to weigh on MSFT's quarterly outlook.As usual, analysts are optimistic towards Microsoft stock, with 23 of the 24 in question calling it a \"buy\" or better rating, while the 12-month consensus target price of $343.99 is a 32.8% premium to current levels. Should more firms follow Wells Fargo's lead, the equity could drop even lower.Its status as one of the world's most powerful tech companies hasn't spared Microsoft stock from recent headwinds. The security is down 22.9% year-to-date, with two of its most recent rallies rejected at the $270 mark. Plus, the 80-day moving average lingers overhead.A quick glance at Microsoft stock's history of post-earnings moves returns reveals mixed reactions, with shares finishing four of eight next-day sessions higher, including a 4.8% pop in April. The equity averaged a move of 3% in the past two years, regardless of direction.The Put/Call Ratio, which is calculated by dividing the number of traded put options by the number of traded call options, surged to 1.06, suggesting a rise in bearish sentiment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931083398,"gmtCreate":1662359915314,"gmtModify":1676537045237,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"K&nbsp;[Smile]&nbsp;","listText":"K&nbsp;[Smile]&nbsp;","text":"K [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9931083398","repostId":"1191279483","repostType":4,"repost":{"id":"1191279483","kind":"news","pubTimestamp":1662332406,"share":"https://ttm.financial/m/news/1191279483?lang=&edition=fundamental","pubTime":"2022-09-05 07:00","market":"us","language":"en","title":"Apple Stock: What To Do Ahead Of The iPhone 14 Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=1191279483","media":"TheStreet","summary":"It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will s","content":"<html><head></head><body><p>It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m. Cupertino time.</p><p>Should investors take advantage and buy <b>Apple</b> stock ahead of this important date? We discuss below the risks and opportunities.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41011c504d9f36481655aa81ce90bb6e\" tg-width=\"1240\" tg-height=\"827\" referrerpolicy=\"no-referrer\"/><span>Figure 1: Apple Stock: What To Do Ahead Of The iPhone 14 Launch</span></p><p><b>iPhone 14: another success story?</b></p><p>It is undeniable that Apple’s smartphone has been a success story, even 15 years after the late Steve Jobs introduced the original model. While the Cupertino company joined the 5G party at least one or two years late, with the launch of the iPhone 12 in 2020, Apple has certainly caught up with the competition as sales and market share gains have impressed in the past 24 months.</p><p>At least one analyst believes that the iPhone 14 will maintain the status quo — in the best way possible. Wedbush’s Dan Ives, who recently bumped his price target on AAPL to $220 for about 38% upside opportunity, sees demand staying near a peak.</p><p>The analyst has recently stated that, per his channel checks, iPhone 14 initial orders should remain at about 90 million units, in line with last year’s iPhone 13. If true, this will be impressive, in my view, considering the many headwinds: fears over lower consumer spending, global economic growth deceleration, and lingering supply chain constraints.</p><p>Even some of the bears seem to believe that the iPhone 14 will lend further momentum to Apple’s 5G cycle. ItauBBA’s Thiago Kapulskis is perhaps the only sell-side analyst to have an underperform rating on Apple shares. He fears that the new Pro and Pro Max models will see an inflation-driven $100 bump in price that may not even hurt demand for the portable device. In fact, the expert sees the iPhone 14 as a key risk for his bearish thesis on the stock.</p><p><b>But what about Apple stock?</b></p><p>One thing is the debate over how well the iPhone 14 will perform in the holiday season and into next year. A very different topic of conversation is whether strong financial results, if they come to fruition, will help to push Apple stock higher from the current levels of about $159 apiece.</p><p>When it comes to share price movement, iPhone launches have historically triggered more bearishness. The chart below shows that AAPL tends to outperform during the spring and early summer months. But once the new iPhone is announced, investors seem to “sell the news” and cause Apple stock to underperform into the end of the year, all the way through January.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2106a215ce482c5f413d5e25299b25b2\" tg-width=\"842\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/><span>Figure 2: AAPL average monthly returns since iPhone launch.</span></p><p>I believe that the prospects for Apple investors look even worse in the short term if one considers the current mood of the markets. The S&amp;P 500 rallied during parts of July and August, only to set up yet another pullback later August. The story is all too familiar to equity investors: record-high inflation continues to pressure the central banks to keep raising interest rates, which is bad news for most risk assets.</p><p>For these reasons, I think that the iPhone 14 event is most likely to coincide with share price weakness. However, I would encourage long-term investors to think past the short-term challenges — and maybe even consider buying AAPL on weakness, should the stock price dip in the next few weeks.</p><p>Keep in mind that, historically, buying AAPL on dips has consistently produced better 12-month returns (see chart below). At this moment, shares are only about 13% below all-time highs. A discount of another few dollars, however, could present a good opportunity.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812deb6e899ba4de74500de50331c9a9\" tg-width=\"699\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Figure 3: Average one-year return on AAPL, by strategy.</span></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 Stock: What To Do Ahead Of The iPhone 14 Launch</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 Stock: What To Do Ahead Of The iPhone 14 Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-05 07:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m....</p>\n\n<a href=\"https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/iphone/apple-stock-what-to-do-ahead-of-the-iphone-14-launch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191279483","content_text":"It is time for Apple to unveil yet another version of its flagship tech device. The iPhone 14 will see the light of day on September 7, during the company’s product launch event that starts at 10 a.m. Cupertino time.Should investors take advantage and buy Apple stock ahead of this important date? We discuss below the risks and opportunities.Figure 1: Apple Stock: What To Do Ahead Of The iPhone 14 LaunchiPhone 14: another success story?It is undeniable that Apple’s smartphone has been a success story, even 15 years after the late Steve Jobs introduced the original model. While the Cupertino company joined the 5G party at least one or two years late, with the launch of the iPhone 12 in 2020, Apple has certainly caught up with the competition as sales and market share gains have impressed in the past 24 months.At least one analyst believes that the iPhone 14 will maintain the status quo — in the best way possible. Wedbush’s Dan Ives, who recently bumped his price target on AAPL to $220 for about 38% upside opportunity, sees demand staying near a peak.The analyst has recently stated that, per his channel checks, iPhone 14 initial orders should remain at about 90 million units, in line with last year’s iPhone 13. If true, this will be impressive, in my view, considering the many headwinds: fears over lower consumer spending, global economic growth deceleration, and lingering supply chain constraints.Even some of the bears seem to believe that the iPhone 14 will lend further momentum to Apple’s 5G cycle. ItauBBA’s Thiago Kapulskis is perhaps the only sell-side analyst to have an underperform rating on Apple shares. He fears that the new Pro and Pro Max models will see an inflation-driven $100 bump in price that may not even hurt demand for the portable device. In fact, the expert sees the iPhone 14 as a key risk for his bearish thesis on the stock.But what about Apple stock?One thing is the debate over how well the iPhone 14 will perform in the holiday season and into next year. A very different topic of conversation is whether strong financial results, if they come to fruition, will help to push Apple stock higher from the current levels of about $159 apiece.When it comes to share price movement, iPhone launches have historically triggered more bearishness. The chart below shows that AAPL tends to outperform during the spring and early summer months. But once the new iPhone is announced, investors seem to “sell the news” and cause Apple stock to underperform into the end of the year, all the way through January.Figure 2: AAPL average monthly returns since iPhone launch.I believe that the prospects for Apple investors look even worse in the short term if one considers the current mood of the markets. The S&P 500 rallied during parts of July and August, only to set up yet another pullback later August. The story is all too familiar to equity investors: record-high inflation continues to pressure the central banks to keep raising interest rates, which is bad news for most risk assets.For these reasons, I think that the iPhone 14 event is most likely to coincide with share price weakness. However, I would encourage long-term investors to think past the short-term challenges — and maybe even consider buying AAPL on weakness, should the stock price dip in the next few weeks.Keep in mind that, historically, buying AAPL on dips has consistently produced better 12-month returns (see chart below). At this moment, shares are only about 13% below all-time highs. A discount of another few dollars, however, could present a good opportunity.Figure 3: Average one-year return on AAPL, by strategy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998218073,"gmtCreate":1661003795395,"gmtModify":1676536437651,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👌&nbsp;[Smile]&nbsp;","listText":"👌&nbsp;[Smile]&nbsp;","text":"👌 [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998218073","repostId":"2260126340","repostType":4,"repost":{"id":"2260126340","kind":"highlight","pubTimestamp":1660962485,"share":"https://ttm.financial/m/news/2260126340?lang=&edition=fundamental","pubTime":"2022-08-20 10:28","market":"us","language":"en","title":"3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2260126340","media":"Motley Fool","summary":"A lot of surprising companies are paring back their payrolls lately. Some of them should bounce back soon.","content":"<html><head></head><body><p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn&#39;t mean that you should &#34;lay off&#34; the stocks.</p><p><b>Shopify</b>,<b> Wayfair</b>, and <b>Netflix</b> have all stunned the market by announcing plans to eliminate personnel. It doesn&#39;t mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let&#39;s see why they could be potential buy candidates here.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92cb68d5dd36548b06d82d526552a624\" tg-width=\"700\" tg-height=\"465\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Shopify</h2><p>There was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn&#39;t play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.</p><p>Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company&#39;s initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.</p><p>Business has slowed, and that makes the stock&#39;s valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It&#39;s empowering merchants, and that&#39;s a long-term approach to success.</p><h2>2. Wayfair</h2><p>The latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it&#39;s reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it&#39;s real. The layoffs cover 5% of its global workforce and 10% of its corporate team.</p><p>Wayfair became one of the market&#39;s biggest winners during the early stages of the pandemic, as local showrooms weren&#39;t open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.</p><p>It&#39;s not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country&#39;s initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair&#39;s sales are still 40% higher than they were three years ago.</p><p>The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it&#39;s a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.</p><h2>3. Netflix</h2><p>It&#39;s not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.</p><p>The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it&#39;s easy to believe that the worst is over for the top dog of streaming-service stocks.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right 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\">\n3 Layoff Stocks That You Might Not Want to Lay Off From Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-20 10:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","W":"Wayfair","SHOP":"Shopify Inc"},"source_url":"https://www.fool.com/investing/2022/08/19/3-layoff-stocks-that-you-might-not-want-to-lay-off/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260126340","content_text":"There have been a lot of surprising companies paring back their payrolls this year. Market darlings that seemed to have clear runways for years of growth have announced layoffs. Rightsizing your workforce is never a good look. It does quite the number on corporate morale, too. However, it doesn't mean that you should \"lay off\" the stocks.Shopify, Wayfair, and Netflix have all stunned the market by announcing plans to eliminate personnel. It doesn't mean that the stocks are toast. Shopify, Wayfair, and Netflix are leaders in their respective niches. Let's see why they could be potential buy candidates here.Image source: Getty Images.1. ShopifyThere was a time when the shares of companies announcing layoffs would move higher, as the market would be relieved to see the top brass take action to get costs under control. Things didn't play out that way when Shopify announced that it would be cutting 10% of its staff late last month, as the stock took a 14% hit that day alone.Shopify has proven mortal. The stock is now trading 80% below the all-time high it hit just nine months ago. The company's initial pandemic projections that years of heady growth were coming had it invest aggressively in building out its offerings. The deceleration has been rough. Revenue rose a mere 16% in its latest report, well short of analyst expectations. Gross merchandise volume rose a mere 11%.Business has slowed, and that makes the stock's valuation -- despite trading for just a fifth of its November peak -- a sticking point with some value-minded investors. But Shopify has carved out a lucrative niche in the realm of online commerce. It's empowering merchants, and that's a long-term approach to success.2. WayfairThe latest one-time highflier to pull on the recliner handle is Wayfair. The online furniture retailer revealed in a regulatory filing on Friday morning that it's reducing its workforce by 870 employees. It had announced plans to realign investment priorities and manage its operating expense earlier, but now it's real. The layoffs cover 5% of its global workforce and 10% of its corporate team.Wayfair became one of the market's biggest winners during the early stages of the pandemic, as local showrooms weren't open and folks wanted to hunker down at home with refreshed furnishings. Revenue growth would spike from 35% in 2019 to 55% in 2020, only to post negative revenue growth last year. The company has now rattled off five consecutive quarters of double-digit-percentage declines on the top line.It's not as devastating as it might seem. Revenue did clock in 15% lower in its latest quarter than it did a year earlier, and 24% below where it was two years ago when the country's initial shutdown sent folks scrambling for e-commerce solutions. However, Wayfair's sales are still 40% higher than they were three years ago.The slowdown is natural after all of the binge buying of home essentials through early 2021, but when we need new furniture, it's a safe bet that Wayfair will be a top consideration. Adjusting its workforce will help tackle its lack of profitability.3. NetflixIt's not just the master chefs on some of the cooking shows you see on Netflix doing a lot of cutting these days. Netflix has had at least two rounds of small layoffs in May and June, shortly after stunning investors by reporting a sequential decline in global paid subscribers for the first quarter.The climate is kinder now. It lost less than half as many subscribers as it initially forecast for the second quarter, and Netflix is projecting a return to sequential subscriber growth for the current quarter. Netflix is also working on new initiatives that include gaming, theatrical releases for high-profile flicks, and rolling out a more economical ad-supported tier. With more than 220 million paid accounts worldwide -- and now growing -- it's easy to believe that the worst is over for the top dog of streaming-service stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900544433,"gmtCreate":1658738594122,"gmtModify":1676536200084,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"😨","listText":"😨","text":"😨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900544433","repostId":"1139212080","repostType":4,"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939268481,"gmtCreate":1662118388343,"gmtModify":1676537001875,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9939268481","repostId":"1104141801","repostType":4,"repost":{"id":"1104141801","kind":"news","pubTimestamp":1662108235,"share":"https://ttm.financial/m/news/1104141801?lang=&edition=fundamental","pubTime":"2022-09-02 16:43","market":"us","language":"en","title":"Amazon Stock: Should You Buy It in September 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104141801","media":"The Street","summary":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses thr","content":"<html><head></head><body><p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?</p><p>Like practically all investors, <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth&#39;s stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&amp;P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.</p><p>But there&#39;s good news: Amazon&#39;s stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.</p><p>However, as the past two years have taught us, holding AMZN isn&#39;t always a peaceful ride into the sunset. It&#39;s more like a roller coaster.</p><h3>Amazon&#39;s Most Recent Quarter</h3><p>In the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.</p><p>Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.</p><p>The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.</p><p>On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.</p><p>But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.</p><p>Could the e-commerce industry be accelerating again?</p><h3>Plans for the Long-Term</h3><p>I believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.</p><p>Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.</p><p>Amazon&#39;s cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon&#39;s shares could start soaring soon.</p><h3>What Are the Risks of Investing in Amazon?</h3><p>We must acknowledge that Amazon&#39;s stock — like the entire equity market — is a risky investment. It&#39;s important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.</p><p>That said, AMZN appears poised to thrive once these dark days are over.</p><p>In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a &#34;buy&#34; recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.</p><h3>Explore More Data And Graphs</h3><p>Many of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.</p><p>To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.</p></body></html>","source":"lsy1610613172068","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock: Should You Buy It in September 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\">\nAmazon Stock: Should You Buy It in September 2022?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-02 16:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all ...</p>\n\n<a href=\"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/stock/amazon-stock-should-you-buy-it-in-september-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104141801","content_text":"The e-commerce juggernaut has been slowly recovering its share value after seeing sizable losses throughout the year. Is September the best time to hop on the AMZN bandwagon?Like practically all investors, Amazon  Report shareholders have experienced the market’s violent ups and downs in recent years. The e-commerce behemoth's stock skyrocketed in 2020, stayed flat in 2021 (tanking both the S&P 500 and the tech-heavy Nasdaq Composite), and plunged in the first half of 2022.But there's good news: Amazon's stock does seem promising right now. The market is hopeful the company will announce double-digit growth in its third-quarter earnings report.However, as the past two years have taught us, holding AMZN isn't always a peaceful ride into the sunset. It's more like a roller coaster.Amazon's Most Recent QuarterIn the second quarter, Amazon delivered surprisingly positive results. The company beat the market’s revenue expectations for the quarter by $2 billion, reaching $121 billion in sales.Back then, Amazon Web Services (AWS) was the star of the show. The cloud-computing business generated nearly $20 billion in revenue, of which $5.7 billion was operating profit.The AWS segment appears to be headwind-proof, as it’s been keeping its double-digit growth record intact even throughout 2022. AWS grew 37% and 33% in the first and second quarters, respectively.On the other hand, e-commerce is a mystery. The macroeconomic scenario has made the market bearish about the future of online retail.But some opinions might have changed after Amazon reported record sales during its Prime Day and that its North America segment had produced 10% growth.Could the e-commerce industry be accelerating again?Plans for the Long-TermI believe Amazon is the kind of stock that suits investors looking for a long-term commitment, rather than a quick relationship. The company has been depleting its free cash flow in order to make sizable acquisitions.Within less than a month, Amazon announced it will add to its portfolio both One Medical (ONEM) - Get 1Life Healthcare Inc. Report and iRobot (IRBT) - Get iRobot Corporation Report. Amazon expects to spend $5.6 billion on both deals.Amazon's cash-flow sacrifice indicates that management has a long-term vision for the company. Once the company leaders are able to deliver on their visions (e.g., enhancing Amazon’s presence in the healthcare industry), Amazon's shares could start soaring soon.What Are the Risks of Investing in Amazon?We must acknowledge that Amazon's stock — like the entire equity market — is a risky investment. It's important to understand that macroeconomic headwinds such as inflation, supply-chain constraints, and oil-supply shortages might not die down until the end of 2022.That said, AMZN appears poised to thrive once these dark days are over.In fact, Wall Street is considerably bullish on the stock. Of the 31 experts covering it on TipRanks, 30 have a \"buy\" recommendation. (The one left rates it as a “hold.”) And Amazon’s average price target is $175, implying 36% upside.Explore More Data And GraphsMany of the graphs used by the Amazon Maven are provided by Stock Rover. We have been impressed with the breadth and depth of information on markets, stocks and ETFs that this platform provides. Stock Rover also helps to set up detailed filters, track custom portfolios and measure their performance relative to a number of benchmarks.To learn more, check out stockrover.com and get started for as low as $7.99 a month. The premium plus plan that we have will give you access to all the information that goes into our analysis and much more.","news_type":1},"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993127105,"gmtCreate":1660651455510,"gmtModify":1676536372050,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993127105","repostId":"2259889841","repostType":4,"repost":{"id":"2259889841","kind":"highlight","pubTimestamp":1660643563,"share":"https://ttm.financial/m/news/2259889841?lang=&edition=fundamental","pubTime":"2022-08-16 17:52","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2259889841","media":"Motley Fool","summary":"Among Amazon, Shopify, and Tesla stands one company that's simply never been cheaper and is begging to be bought.","content":"<html><head></head><body><p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark <b>S&amp;P 500</b>, which is often Wall Street&#39;s favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent <b>Nasdaq Composite</b> has been even worse, with a peak-to-trough decline of as much as 34% since November.</p><p>But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.</p><p><img src=\"https://static.tigerbbs.com/428021cbfd3168c84c60e0a8d38b75c6\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><p>A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It&#39;s the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.</p><p>Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:</p><ul><li><b>Amazon</b> (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.</li><li><b>Shopify</b> (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.</li><li><b>Tesla</b> (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.</li></ul><p>The $64,000 question is, &#34;Which stock-split stock makes for the better buy right now?&#34;</p><h2>Is Amazon the perfect stock to add to your shopping cart?</h2><p>First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company&#39;s first stock split in more than two decades.</p><p>When most people hear the word &#34;Amazon,&#34; they immediately think of the company&#39;s leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.</p><p>The far bigger story for Amazon is what&#39;s happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.</p><p>Amazon Web Services (AWS) should play an even more important role in growing Amazon&#39;s operating cash flow in the years that lie ahead. I say &#34;cash flow&#34; and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon&#39;s operating income, it could send Amazon&#39;s share price significantly higher.</p><h2>Should you checkout with Shopify?</h2><p>Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.</p><p>What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify&#39;s e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it&#39;s bread-and-butter target). This doesn&#39;t even take into account the larger businesses that have begun utilizing Shopify&#39;s tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.</p><p>Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify&#39;s vast network of merchants over the long run.</p><p>Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify&#39;s Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.</p><h2>Can investors burn rubber with Tesla?</h2><p>The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company&#39;s upcoming split will mark its second in two years.</p><p>The reason investors gravitate to Tesla is because of the company&#39;s competitive advantages. It&#39;s the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company&#39;s Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.</p><p>In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it&#39;s been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.</p><p>Tesla&#39;s success is also a reflection of investors&#39; belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company&#39;s operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company&#39;s user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.</p><p><img src=\"https://static.tigerbbs.com/a3d04332f26103c280e356ba7a8e2d51\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>The better stock-split stock to buy right now is...</h2><p>Ultimately, Amazon, Shopify, and Tesla wouldn&#39;t have announced stock splits if their respective share prices hadn&#39;t significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.</p><p>In my view, it&#39;s certainly <i>not</i> Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company&#39;s share price would say others, we&#39;ve seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.</p><p>Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street&#39;s forecast earnings in 2023 for a company that&#39;ll likely see its competitive advantages wane over time.</p><p>Despite it being a popular buy right now, I don&#39;t believe Shopify is the answer, either. This is a retail-driven company that&#39;s susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there&#39;s no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.</p><p>The stock-split stock that&#39;s the absolute best buy of the three right now is Amazon.</p><p>Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.</p><p>Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street&#39;s 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.</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 Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?</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 Stock-Split Stock to Buy Right Now: Amazon, Shopify, or Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4538":"云计算","BK4116":"互联网服务与基础架构","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","SHOP":"Shopify Inc","BK4574":"无人驾驶","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4507":"流媒体概念","BK4561":"索罗斯持仓","AMZN":"亚马逊","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓"},"source_url":"https://www.fool.com/investing/2022/08/16/better-stock-split-stock-buy-amazon-shopify-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259889841","content_text":"Wall Street and the investing community have been taken for a wild ride in 2022. The benchmark S&P 500, which is often Wall Street's favorite barometer of stock market health, turned in its worst first-half return in 52 years. Meanwhile, the technology-dependent Nasdaq Composite has been even worse, with a peak-to-trough decline of as much as 34% since November.But in spite of this turmoil, investors have been absolutely enamored with the dozens of companies announcing stock splits this year.Image source: Getty Images.A stock split allows a publicly traded company to alter its share price and outstanding share count without impacting its market cap or operations. It's the perfect tool for businesses to use to make their shares more affordable for everyday investors who might not otherwise have access to fractional-share purchases through their online brokerages.Thus far in 2022, a number of exceptionally popular, high-profile stocks have announced and/or enacted stock splits. This includes:Amazon (AMZN -0.26%), which declared and enacted a 20-for-1 stock split.Shopify (SHOP -2.26%), which announced and moved forward with a 10-for-1 stock split.Tesla (TSLA 3.10%), which announced a 3-for-1 split in June and gained approval from its shareholders on August 4 to conduct its split on Aug. 25, 2022.The $64,000 question is, \"Which stock-split stock makes for the better buy right now?\"Is Amazon the perfect stock to add to your shopping cart?First up is e-commerce giant Amazon, whose share price fell from a peak of $3,700 pre-split to the $140s on a post-split basis. It was the company's first stock split in more than two decades.When most people hear the word \"Amazon,\" they immediately think of the company's leading online marketplace. This year, Amazon is expected to bring in about $0.40 of every $1 spent in online retail sales in the United States.  But this top-tier revenue segment typically generates low operating margins.The far bigger story for Amazon is what's happening with its higher-margin initiatives, such as subscription services, advertising, and cloud services. For instance, the greater than 200 million people signed up for Prime worldwide bring in tens of billions of dollars in predictable, high-margin revenue for Amazon every year.Amazon Web Services (AWS) should play an even more important role in growing Amazon's operating cash flow in the years that lie ahead. I say \"cash flow\" and not earnings given that Amazon loves to reinvest a significant portion of its operating cash flow into its logistics network and various growth initiatives. With AWS accounting for a third of global cloud-service spending in the first quarter, and this segment providing the bulk of Amazon's operating income, it could send Amazon's share price significantly higher.Should you checkout with Shopify?Another possibility for investors is to put their money to work in cloud-based e-commerce platform Shopify. After peaking at more than $1,700 prior to its split, shares of this beaten-down tech stock can be had for around $40 on a post-split basis.What makes Shopify such an intriguing company from the standpoint of long-term investors is its addressable market. A presentation from 2021 estimated that Shopify's e-commerce platform has a $153 billion addressable market just from small businesses (i.e., it's bread-and-butter target). This doesn't even take into account the larger businesses that have begun utilizing Shopify's tools and data analytics. With Shopify on pace to bring in over $7 billion in revenue this year, the implication is that growth is still in the very early innings.Innovation is another tool that should excite investors. Last year, Shopify launched Shop Pay, its very own buy now, pay later (BNPL) service designed to give merchants and their consumers more payment options. Although BNPL operators have been hammered recently by domestic and global economic weakness, it should ultimately be a positive for Shopify's vast network of merchants over the long run.Shopify is using bolt-on acquisitions to its advantage, too. Last month, it completed the $2.1 billion cash-and-stock buyout of e-commerce fulfillment company Deliverr.  Buying Deliverr further compliments Shopify's Fulfillment Network and should give merchants more peace of mind when managing their inventory and direct-to-consumer sales.Can investors burn rubber with Tesla?The third potential stock-split stock to buy is electric-vehicle (EV) manufacturer Tesla. The company's upcoming split will mark its second in two years.The reason investors gravitate to Tesla is because of the company's competitive advantages. It's the first automaker to build itself from the ground up to mass production in more than five decades. Even with semiconductor chip shortages hurting production, and the company's Shanghai gigafactory being adversely impacted by COVID-19 lockdowns, Tesla looks to be well on its way to surpassing 1 million EV deliveries in a year for the first time.In addition to production, Tesla has turned the corner to recurring profitability. Whereas the company had relied heavily on selling renewable energy credits (RECs) to other automakers prior to 2020, it's been generating generally accepted accounting principles (GAAP) profits without the need for RECs to push it to a sizable profit. In each of the past five quarters, Tesla has delivered a GAAP profit ranging from $1.14 billion to $3.32 billion.Tesla's success is also a reflection of investors' belief in CEO Elon Musk as an innovator. As CEO, Musk has helped diversify his company's operations -- e.g., Tesla provides energy storage systems and installs solar panels via subsidiaries -- and has kept the company's user base excited about upcoming innovations, such as Tesla Bot, a robotic humanoid that could serve a variety of purposes.Image source: Getty Images.The better stock-split stock to buy right now is...Ultimately, Amazon, Shopify, and Tesla wouldn't have announced stock splits if their respective share prices hadn't significantly risen following great execution. But only one of these three stock-split stocks stands out as the clear better buy right now.In my view, it's certainly not Tesla. The biggest issue with Tesla just might be Elon Musk. Aside from drawing the ire of the Securities and Exchange Commission on multiple occasions, Musk has continually overpromised and underdelivered as CEO. While the company's share price would say others, we've seen delays to practically every major project or innovation proposed by Musk, including robotaxis and the Cybertruck, among others.Tesla is also quite expensive. Whereas most auto stocks trade at single-digit forward price-to-earnings (P/E) ratios, Tesla will have investors paying about 54 times Wall Street's forecast earnings in 2023 for a company that'll likely see its competitive advantages wane over time.Despite it being a popular buy right now, I don't believe Shopify is the answer, either. This is a retail-driven company that's susceptible to slower growth from rapidly rising interest rates and contracting U.S. gross domestic product. While there's no question Shopify has a delectably large addressable market, the company has a lot of work to do on its bottom-line to attract long-term investors.The stock-split stock that's the absolute best buy of the three right now is Amazon.Although its P/E ratio is an eye-popper for all the wrong reasons, the P/E ratio is a poor way to measure value with Amazon. As noted, because Amazon reinvests most of its operating cash flow back into its business, price-to-cash-flow is a far better measure of value.Between 2010 and 2019, investors paid a year-end multiple of 23 to 37 times year-end cash flow. Based on Wall Street's 2025 forecast, which takes into account AWS growing into a larger percentage of total sales, Amazon is valued at just 10 times cash flow. If Amazon hits this estimate, it would be the cheapest shares have ever been. Valuation and innovation give Amazon the clear edge over Shopify and Tesla right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909724965,"gmtCreate":1658930530057,"gmtModify":1676536230286,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909724965","repostId":"1105177620","repostType":2,"repost":{"id":"1105177620","kind":"news","pubTimestamp":1658890643,"share":"https://ttm.financial/m/news/1105177620?lang=&edition=fundamental","pubTime":"2022-07-27 10:57","market":"us","language":"en","title":"Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1105177620","media":"MarketWatch","summary":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that Ju","content":"<html><head></head><body><p>Favor wide moat, five-star stocks flagged by Morningstar Direct</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c6eeb4a3b78b8f895aff6579277b9ef\" tg-width=\"700\" tg-height=\"467\" width=\"100%\" height=\"auto\"/><span>GETTY IMAGES</span></p><p>The odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.</p><p>Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.</p><p>Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.</p><p>The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.</p><p>One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.</p><p>The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.</p><p>The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.</p><p>Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.</p><p><img src=\"https://static.tigerbbs.com/ad6c427a2709e4e218a4a4fc8d01efc0\" tg-width=\"1116\" tg-height=\"803\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/ce429ae567b37ecf57770f891f367a77\" tg-width=\"1115\" tg-height=\"545\" width=\"100%\" height=\"auto\"/></p><p>You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.</p><p><b>3 tech names</b></p><p>I’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.</p><p><b>Meta Platforms</b></p><p>I was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.</p><p>The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.</p><p>Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.</p><p>Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.</p><p><b>Salesforce.com</b></p><p>This company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.</p><p>Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.</p><p><b>ServiceNow</b></p><p>ServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.</p><p>ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.</p><p>ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.</p><p>COVID-discounted consumer names</p><p>I like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.</p><p>As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?</p><p><b>Yum China (YUMC)</b></p><p>The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.</p><p>China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.</p><p>At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.</p><p><b>Walt Disney</b></p><p>Disney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.</p><p>Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.</p><p>Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.</p><p>Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.</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>Opinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpinion: We’Re Probably in the Early Stages of a New Bull Market. Nervous? Start With These 5 \"Moat\" Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation ...</p>\n\n<a href=\"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?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":{"YUMC":"百胜中国","CRM":"赛富时","DIS":"迪士尼","NOW":"ServiceNow","META":"Meta Platforms, Inc."},"source_url":"https://www.marketwatch.com/story/were-probably-in-the-early-stages-of-a-new-bull-market-nervous-start-with-these-5-moat-stocks-11658842276?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105177620","content_text":"Favor wide moat, five-star stocks flagged by Morningstar DirectGETTY IMAGESThe odds are good that June 16 marked the stock market’s low, and we are in the early stages of a new bull market.Inflation is rolling over. Supply chains are repairing. There is enough terror in the market to suggest we are near the bottom. I encourage you to increase stock exposure.Playing armchair psychologist, that may be tough given the trauma you’ve experienced in this bear market in stocks.To “trick” your mind into going along, consider focusing on “safe” names. These won’t go up much as speculative names. But they’re less likely to fall hard in the volatility and possible retest of June lows. It’ll mean you are less likely to get shaken out. Then plan purchases in three to five steps, to average in.The big question: How to define “safe?” Outperforming managers offered their view in this column of mine.One longstanding, go-to approach for me is to favor wide moat, five-star stocks at Morningstar Direct.The wide moat suggests safety because moats tell us a company has competitive advantages — like superior brands and technology, trade secrets, and the bargaining power that comes from size. Companies with moats lose less business when downturns happen. They take market share.The five-star rating implies safety because since it trades far below Morningstar’s conservative discounted cash flow valuation. The discount tells us a lot of the damage has been done. Other investors notice this, which suggests some price support as they buy.Morningstar Direct is allowing me to share its complete list of wide moat, five-star stocks. I’ll then single out five favorites that offer cyclicality and potential market beta to enhance upside in a market recovery.You can choose what you want from the Morningstar list, but I’d go light on traditional defensive names like Anheuser-Busch InBev,Comcast,and Imperial Brands.They’re less likely to give you outsized upside when the “risk on” mentality returns as worries about inflation and recession ease and markets recover.3 tech namesI’d like to own a lot of quality tech going into the next phase of the bull market. Tech has been heavily discounted because it is cyclical. By the same token, tech should post above-average returns as concerns about the mid-cycle economic slowdown ease.Meta PlatformsI was a big fan of Meta  when it sold off after its initial public offering, trading down to the low $20s. I sold too soon, but earlier this year I was buying back in the weakness. We won’t get the same gains again, of course. But Meta seems too heavily discounted.The moat: Meta is the largest social network in the world, with over 3.6 billion monthly active users on its apps, which include Instagram, Messenger, and WhatsApp. This creates a network effect, a good source of moat power. The more people join a network, the more valuable it is for everyone.Facebook also has proprietary consumer data, which makes it a superior platform for advertisers. So it’ll post outsized gains as advertisers continue to migrate online. That’s a mega trend that’ll help you as a Meta shareholder.Investors are worried about the transition to the metaverse. But they had similar fears about whether Mark Zuckerberg could manage the transition to smartphones in the late 2000s. That worked out OK.Salesforce.comThis company offers software that helps sales teams automate the management of sale efforts, leads and account data. Salesforce products like Sales Cloud, Service Cloud and Marketing Cloud are really popular. Customer retention is 92%. The company has a 33% market share.Salesforce.com has a moat because of network effect and switching costs — the time, expense, and risk of moving to new apps. Sales growth will slow to an estimated 17% a year over the next five years from recent mid-20% growth, says Morningstar. But that’ll be offset by rising margins, according to Morningstar Direct analyst Dan Romanoff.ServiceNowServiceNow offers software that helps companies manage their information technology infrastructure, internal help desks, customer service, and HR and finance departments.ServiceNow uses the classic “land and expand” strategy. It starts customers off on a product or two, and then sells more services. ServiceNow often lands first in IT departments. That’s clever, because IT teams turn into internal marketers, convincing other departments to buy ServiceNow software.ServiceNow derives its moat from high customer switching costs; it would cost too much in time and productivity to go with a competitor’s products. Customer retention is around 98%. Morningstar projects 23% annual sales growth over the next five years, and improving margins as the company grows sales faster than costs.COVID-discounted consumer namesI like exposure to names getting heavily discounted because of worries about weak consumer sentiment and the COVID BA.5 variant. Despite the super-strong jobs market, consumers are shaken by how much prices are going up. As the inflation frenzy eases, consumers will go back to feeling confident because they have jobs and they’ve been getting pay hikes.As for BA.5 and the next variants to come, the long history of viruses tells us that they tend to dumb down as they age, not become more lethal. Did you know the Spanish flu still circulates?Yum China (YUMC)The largest restaurant company in China, Yum China  over 12,000 outlets in 1,700 cities, including 8,400 KFCs and 2,600 Pizza Huts. It’s in the process of rolling out Taco Bells. Yum is also developing several emerging brands that it owns outright.China’s zero-COVID policy has hurt restaurant chains like Yum. Earlier this year, Yum had to close over half its restaurants. First-quarter same-store sales decreased 8%, and profit margins slipped.At some point COVID will diminish as a risk as natural immunity builds and variants become less virulent. That’ll boost Yum sales. Yum will also benefit from the popularity of its brands in China, and growing disposable incomes there. Morningstar Direct analyst Ivan Su assigns a wide moat rating based on Yum’s brand power, its talent for inventing popular menu items, and cost advantages because it is so big.Walt DisneyDisney’s stock is down 44% from highs last September. What’s the problem? Investors worry that its theme parks and TV network advertising businesses are cyclical and will suffer during recessions.Investors also fear the impact of poor consumer sentiment. COVID cases are rising quickly, which raises concerns about attendance at theme parks in the U.S., France, Hong Kong and China as well as the company’s cruise-line business.Subscriber growth at Disney+ streaming services has been good, but costs are up a lot, too, one reason the company missed first quarter earnings estimates.Longer term, Disney’s strengths will get back to rewarding shareholders. Disney is one of the strongest brands in history, one reason for its wide-moat rating at Morningstar. In sports, ESPN dominates. Disney’s vast library of popular content is a solid asset even as distribution channels evolve. But Disney is no lightweight in that that game. Its direct-to-consumer offerings — Disney+, Hotstar, Hulu, and ESPN+ — continue to grow nicely, to 205 million subscribers in the second quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909319261,"gmtCreate":1658808230853,"gmtModify":1676536211364,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Okie","listText":"Okie","text":"Okie","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909319261","repostId":"1105030633","repostType":4,"repost":{"id":"1105030633","kind":"news","pubTimestamp":1658803743,"share":"https://ttm.financial/m/news/1105030633?lang=&edition=fundamental","pubTime":"2022-07-26 10:49","market":"us","language":"en","title":"Microsoft Stock Hit With Pre-Earnings Bear Note","url":"https://stock-news.laohu8.com/highlight/detail?id=1105030633","media":"Schaeffer's Investment Research","summary":"Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corpor","content":"<html><head></head><body><p>Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company is set to report fiscal fourth-quarter earnings after the close, July 26. Already, the equity is attracting analyst attention, with Wells Fargo cutting its price target to $350 from $400 ahead of the event. The brokerage said inflation, rising rates, and a stronger U.S. dollar are likely to weigh on MSFT&#39;s quarterly outlook.</p><p>As usual, analysts are optimistic towards Microsoft stock, with 23 of the 24 in question calling it a &#34;buy&#34; or better rating, while the 12-month consensus target price of $343.99 is a 32.8% premium to current levels. Should more firms follow Wells Fargo&#39;s lead, the equity could drop even lower.</p><p>Its status as one of the world&#39;s most powerful tech companies hasn&#39;t spared Microsoft stock from recent headwinds. The security is down 22.9% year-to-date, with two of its most recent rallies rejected at the $270 mark. Plus, the 80-day moving average lingers overhead.</p><p><img src=\"https://static.tigerbbs.com/d24418514910a9805bfb0a05fadc4d19\" tg-width=\"336\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/>A quick glance at <a href=\"https://laohu8.com/S/MSFT\"><b>Microsoft</a> stock&#39;s</b> history of post-earnings moves returns reveals mixed reactions, with shares finishing four of eight next-day sessions higher, including a 4.8% pop in April. The equity averaged a move of 3% in the past two years, regardless of direction.</p><p>The Put/Call Ratio, which is calculated by dividing the number of traded put options by the number of traded call options, surged to 1.06, suggesting a rise in bearish sentiment.</p><p><img src=\"https://static.tigerbbs.com/ebf4f34ed8b96106303aaa9507028b82\" tg-width=\"1080\" tg-height=\"917\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1653551688042","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>Microsoft Stock Hit With Pre-Earnings Bear Note</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\">\nMicrosoft Stock Hit With Pre-Earnings Bear Note\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 10:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note><strong>Schaeffer's Investment Research</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company ...</p>\n\n<a href=\"https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"https://www.schaeffersresearch.com/content/analysis/2022/07/25/microsoft-stock-hit-with-pre-earnings-bear-note","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105030633","content_text":"Technology stocks will be taking the earnings confessional by storm this week, with Microsoft Corporation (NASDAQ: MSFT) among them. Last seen down 0.5% to trade at $259.17 at last check, the company is set to report fiscal fourth-quarter earnings after the close, July 26. Already, the equity is attracting analyst attention, with Wells Fargo cutting its price target to $350 from $400 ahead of the event. The brokerage said inflation, rising rates, and a stronger U.S. dollar are likely to weigh on MSFT's quarterly outlook.As usual, analysts are optimistic towards Microsoft stock, with 23 of the 24 in question calling it a \"buy\" or better rating, while the 12-month consensus target price of $343.99 is a 32.8% premium to current levels. Should more firms follow Wells Fargo's lead, the equity could drop even lower.Its status as one of the world's most powerful tech companies hasn't spared Microsoft stock from recent headwinds. The security is down 22.9% year-to-date, with two of its most recent rallies rejected at the $270 mark. Plus, the 80-day moving average lingers overhead.A quick glance at Microsoft stock's history of post-earnings moves returns reveals mixed reactions, with shares finishing four of eight next-day sessions higher, including a 4.8% pop in April. The equity averaged a move of 3% in the past two years, regardless of direction.The Put/Call Ratio, which is calculated by dividing the number of traded put options by the number of traded call options, surged to 1.06, suggesting a rise in bearish sentiment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900314430,"gmtCreate":1658639293520,"gmtModify":1676536186284,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"Long term investment&nbsp;","listText":"Long term investment&nbsp;","text":"Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900314430","repostId":"2253658190","repostType":4,"repost":{"id":"2253658190","kind":"highlight","pubTimestamp":1658535269,"share":"https://ttm.financial/m/news/2253658190?lang=&edition=fundamental","pubTime":"2022-07-23 08:14","market":"us","language":"en","title":"What Is Going on With Alphabet Stock Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253658190","media":"InvestorPlace","summary":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related compa","content":"<html><head></head><body><ul><li>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.</li><li>Additionally, concerns around the potential for fines out of the U.K. have investors on edge.</li><li>With the company&#39;s stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.</li></ul><p><img src=\"https://static.tigerbbs.com/cdb45c167e367ede602e740013e84dde\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.</p><p>Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.</p><p>The first is a lackluster earnings report from social media company <a href=\"https://laohu8.com/S/SNAP\">Snap</a>. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.</p><p>Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.</p><p>Let’s dive into what to make of today’s impressive move in Alphabet.</p><h2>Is GOOG Stock a Buy on Today’s Impressive Decline?</h2><p>Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.</p><p>However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.</p><p>Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.</p><p>While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Going on With Alphabet Stock Friday?</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\">\nWhat Is Going on With Alphabet Stock Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253658190","content_text":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge.With the company's stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.The first is a lackluster earnings report from social media company Snap. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.Let’s dive into what to make of today’s impressive move in Alphabet.Is GOOG Stock a Buy on Today’s Impressive Decline?Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900315972,"gmtCreate":1658639112896,"gmtModify":1676536186242,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"for long term&nbsp;","listText":"for long term&nbsp;","text":"for long term","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900315972","repostId":"2253658190","repostType":4,"repost":{"id":"2253658190","kind":"highlight","pubTimestamp":1658535269,"share":"https://ttm.financial/m/news/2253658190?lang=&edition=fundamental","pubTime":"2022-07-23 08:14","market":"us","language":"en","title":"What Is Going on With Alphabet Stock Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253658190","media":"InvestorPlace","summary":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related compa","content":"<html><head></head><body><ul><li>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.</li><li>Additionally, concerns around the potential for fines out of the U.K. have investors on edge.</li><li>With the company&#39;s stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.</li></ul><p><img src=\"https://static.tigerbbs.com/cdb45c167e367ede602e740013e84dde\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.</p><p>Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.</p><p>The first is a lackluster earnings report from social media company <a href=\"https://laohu8.com/S/SNAP\">Snap</a>. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.</p><p>Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.</p><p>Let’s dive into what to make of today’s impressive move in Alphabet.</p><h2>Is GOOG Stock a Buy on Today’s Impressive Decline?</h2><p>Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.</p><p>However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.</p><p>Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.</p><p>While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Is Going on With Alphabet Stock Friday?</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\">\nWhat Is Going on With Alphabet Stock Friday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-23 08:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge....</p>\n\n<a href=\"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://investorplace.com/2022/07/what-is-going-on-with-alphabet-goog-stock-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253658190","content_text":"Alphabet dropped more than 5% today as investors priced in poor earnings from other ad-related companies.Additionally, concerns around the potential for fines out of the U.K. have investors on edge.With the company's stock split officially in the rearview mirror, investors are finding few catalysts on the horizon.For investors in Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), it’s been a trying year. Yes, there have been some flurries of hope for this mega-cap online tech player. However, GOOG stock has underperformed the expectations of many investors, now down more than 25% on a year-to-date basis.Today, GOOG stock is down another 7% as investors price in a flurry of catalysts.The first is a lackluster earnings report from social media company Snap. The parent company of Snapchat reported some rather dismal numbers, missing estimates and posting a wider-than-expected free cash flow loss. Accordingly, concerns around digital ad spending are growing. This is a pertinent issue for companies such as Alphabet, whose Google division provides the lion’s share of revenues and cash flows.Other key drivers that appear to be in play today are concerns around compensation for fraud victims in the U.K., as well as the potential that post-stock split, GOOG stock doesn’t really have much in the way of positive catalysts to take this stock higher.Let’s dive into what to make of today’s impressive move in Alphabet.Is GOOG Stock a Buy on Today’s Impressive Decline?Seeing a mega-cap stock like Alphabet lose more than 7% of its value in a single day is indeed a big move. With billions of dollars of valuation wiped out, investors may consider this stock a great buy. After all, the company now trades around 18 times earnings following this decline.However, there are plenty of headwinds investors are factoring in right now. Earnings for other digital ad-oriented companies are getting hit hard. And while Google’s underlying business model is fundamentally different from Snap’s, it’s clear that investors are taking a cautious approach to this sector right now.Accordingly, while it is interesting to see GOOG stock trade around the $107 mark (at the time of writing), the fact that this stock split has officially happened takes away one of the key non-fundamental drivers Alphabet had. In the absence of other catalysts, investors appear to have lost interest. In this market, that can mean significant near-term downside pressure, such as what we’re seeing today.While I think GOOG stock is a great long-term bet, it may be a bumpy few months ahead. Until we get an indication of where this economy is heading, it’s likely going to be turbulent for all stocks. Indeed, seeing Alphabet drop as it has today should be an indication of this for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935476524,"gmtCreate":1663128988368,"gmtModify":1676537210569,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"👌&nbsp;","listText":"👌&nbsp;","text":"👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935476524","repostId":"1183517691","repostType":4,"repost":{"id":"1183517691","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1663113755,"share":"https://ttm.financial/m/news/1183517691?lang=&edition=fundamental","pubTime":"2022-09-14 08:02","market":"us","language":"en","title":"These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day","url":"https://stock-news.laohu8.com/highlight/detail?id=1183517691","media":"Dow Jones","summary":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core cons","content":"<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" 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>These Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Five Stocks in the S&P 500 Lost Almost Half a Trillion Dollars in Value in One Day\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2022-09-14 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.</p><p>Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.</p><p>The benchmark S&amp;P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.</p><p>Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.</p><p>The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.</p><p>Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&amp;P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.</p><p>The five largest companies in the S&amp;P 500 by market capitalization shed $477 billion in value, as you can see here:</p><h3><img src=\"https://static.tigerbbs.com/dd178e0108ce4b2c9410e7e0e670e76c\" tg-width=\"938\" tg-height=\"559\" width=\"100%\" height=\"auto\"/>Worst decliners in the S&amp;P 500</h3><p>Among the six stocks in the S&amp;P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.</p><p>Here are the 20 worst performers in the large-cap benchmark index for the day:</p><p><img src=\"https://static.tigerbbs.com/465e49e6ccf58730c810e9848bbfbad8\" tg-width=\"879\" tg-height=\"562\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/b93fc3b9a6b8eff09be13992f3fc5c80\" tg-width=\"879\" tg-height=\"477\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSFT":"微软","AMZN":"亚马逊","TSLA":"特斯拉","GOOGL":"谷歌A"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183517691","content_text":"A decline in gasoline prices couldn’t mask the problem that spooked investors on Sept. 13: Core consumer prices resumed their rapid increase during August.Fear of the Federal Reserve’s ongoing tightening of monetary policy to fight inflation sent the Dow Jones Industrial Average DJIA down 1,276 points (or 3.9%) to 31,104, with all 30 components showing declines as selling activity increased late in the trading session. It was the largest drop since June 2020.The benchmark S&P 500 SPX fell 4.3%, with all but six component stocks down for the day. The Nasdaq Composite Index COMP fared even worse with a 5.2% decline, reflecting selling of tech-oriented stocks.Altogether, it was the worst one-day decline for the three indexes since June 11, 2020.The Nasdaq-100 index NDX fell 5.5% with every single component stock ending in the red.Nvidia Corp. NVDA and Meta Platforms Inc. META led the plunge for the largest tech-oriented companies in the S&P 500, each sliding 9.4%, followed by Advanced Micro Devices Inc. AMD, which dropped 8.8%.The five largest companies in the S&P 500 by market capitalization shed $477 billion in value, as you can see here:Worst decliners in the S&P 500Among the six stocks in the S&P 500 that didn’t decline on Sept. 13, the standout performer was Twitter Inc. TWTR, which rose 0.8% after the company’s shareholders approved Tesla CEO Elon Musk’s disputed takeover offer. Twitter’s stock is now down 39% from its 52-week intraday high on Oct. 20, 2021.Here are the 20 worst performers in the large-cap benchmark index for the day:","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998004680,"gmtCreate":1660889794942,"gmtModify":1676536419567,"author":{"id":"4100086010977380","authorId":"4100086010977380","name":"Kelvintang 118","avatar":"https://static.tigerbbs.com/7f4d250be81bfc52ef7c19cb6ec4795b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100086010977380","authorIdStr":"4100086010977380"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998004680","repostId":"1115107234","repostType":4,"repost":{"id":"1115107234","kind":"news","pubTimestamp":1660886970,"share":"https://ttm.financial/m/news/1115107234?lang=&edition=fundamental","pubTime":"2022-08-19 13:29","market":"us","language":"en","title":"Shopify: Is The Long-Term Opportunity Worth The Short-Term Pain?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115107234","media":"Seeking Alpha","summary":"SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.Th","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.</li><li>The shares have been done in, not just by the repricing of IT shares in general, but by a partial return of consumers to a pre-pandemic shopping pattern.</li><li>In addition, management made a significant mis-judgement about the durability of the ecommerce growth spike, which has led to a collapse of operating margins.</li><li>The company has already taken appropriate steps to manage costs consistent with current ecommerce growth expectations.</li><li>The company has a significant number of growth initiatives that are underappreciated, and not recognized in current consensus estimates.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/658559ac9a4c7256182fbcfce9c459f7\" tg-width=\"1080\" tg-height=\"720\" width=\"100%\" height=\"auto\"/><span>JHVEPhoto</span></p><p><b>Shopify - a dispassionate look from a onetime shareholder</b></p><p>The last time I personally owned Shopify (NYSE:SHOP) was during 2019. The last time I wrote on the company for SA was back in April 2020. It wasjust at the end of the pandemic induced market swoon and the shares were at an adjusted price of $42, on their way to as high as $180 last November before plummeting to current levels. The shares have bounced a bit since they made a low near the middle of June. Part of the bounce was a function of the release of earnings on July 27, 2022-not that the results were good, but that they weren’t any worse than feared. And of course there was an initial sign-although just that-about peak inflation having been reached, with a path that many expect to be downward from this point. Other factors in the bounce of the shares may be their oversold nature, or maybe some realization that the specifics of the quarter really don’t provide much in the way of guidance as to the ultimate future of ecommerce or the leadership role of Shopify in that trend.</p><p>This is not intended to be some kind of trading call on buying Shopify shares. In the course of writing this, the latest inflation reports-both CPI and PPI-proved to be much cooler than anticipated. And not terribly surprising, markets spiked, and the valuations of growth shares expanded. In addition, the analyst at Atlantic Equities, Kunaai Maide,has raised his rating for Shopify shares to the equivalent of buy, although the $46 price target he has set seems a bit at variance with the recommendation. I am not suggesting that there is some urgent need for investors to buy Shopify shares immediately, rather that this is a reasonable entry point for long-term investors.</p><p>And I might add, Shopify shares exist both as part of the entire consumer economy and as a high growth IT stock. There are many who contend that the stock market rally since May is a typical bear market rally. The view has been expressed on the pages of SA, and elsewhere, and I am not going to try to litigate the point. If this is a bear market rally, and if investors are not prepared for earnings revisions, then Shopify shares are not going to defy gravity. It is not my purpose here to suggest that Shopify is going to report some growth spurt and free cash flow generation in the next one or two quarters.</p><p>At the moment, it seems as though analyst opinion is fairly divided on the outlook for Shopify shares,with 1st Call Indicating 24 buy ratings, 19 holds recommendations and 1 underperform rating. If I were simply to look at Shopify shares based on the most recent earnings report, or even consensus expectations for revenues, earnings and free cash flow in the next couple of quarters, I would give the shares a pass. They are by no means remarkably cheap on an EV/S basis and even after the company’s layoff,it is not going to generate free cash flow of any substantial level, or any at all, for at least the next year.</p><p>But in my view, Shopify as a company has huge opportunities that are not appropriately recognized in the current valuation of the shares. Simply put, negative analysts are looking at today’s Shopify and finding a picture with plenty of warts. I am trying to look out 12-24 months and I see opportunities as well as the issues. If Shopify executes well and achieves the promise of the opportunities the shares will be double or triple where they are before analysts catch up to a changed reality.</p><p>Shopify as a company does not exist outside the rest of the economy. Right now, with consumers hurting, and with overall consumer behavior reverting to some degree to pre-pandemic patterns, the company’s growth has slowed dramatically. But it is still outpacing growth in retail sales, and the company is still growing its share of the ecommerce market. I don’t imagine that the growth of GMV which was 11% last quarter (8% growth in ecommerce revenues) has seen a percentage growth trough, but because of the many demand tailwinds the company is experiencing as part of its merchant solutions offering, I think that the 16% year on year revenue growth seen last quarter, may be the minimum value for that metric.</p><p>This is the leading company, other than Amazon (AMZN) in ecommerce, it has a well-experienced management team, and it has launched the kinds of initiatives that can, over time, kick start growth. And that is why I have chosen to reconnect with Shopify and to write this article at this point. I would like to say I know how to call bottoms, and on rare occasions I have, but that is more chance then analytical expertise. Shopify’s recent low of around $30 seems likely to be a bottom since all the negative news about the company is on display; that said, the environment for ecommerce and for retail in general has certainly deteriorated from where expectations had been 6 months ago. (Perhaps today&#39;s earnings reports from Walmart (WMT) and Home Depot (HD) might suggest a trough performance for retail sales, but that is not something I wish to discuss further in this article.)</p><p>The road back or forward, depending on the lexicon, is going to be long and arduous. The company,as the CEO acknowledged,made a wrong bet on the durability of the spike in ecommerce growth as the impacts of the pandemic waned. Paying the price for that, and resetting goals and strategies, is likely to be a complex undertaking with many moving parts. Not only does Shopify have to deal with its own miscues, but it is also subject to the headwinds of the retail space as a whole, as consumers pivot their shopping to food and fuel as inflation devours their discretionary income. But presumably lots of questions about the company’s future are baked into its valuation, and while not likely visible in the next couple of quarters, most of Shopify’s opportunities have been ignored or undervalued, in my opinion.</p><p>I will discuss valuation in more detail later in this article. It is a difficult discussion because Q2 results were so weak. Right now, based on a 4 quarter sales estimate of $6.05 billion, the company’s EV/S ratio is a bit greater than 7X.The sales estimate is a bit less than the published consensus for the next 12 months and does include the addition of Deliverr-an acquisition that closed last month. it is also likely, at this point, that many analysts have not entirely adjusted their current estimates to account for macro weakness, and the strengthening of the USD. The company burned cash last quarter, and it will probably do so for this calendar year. Shopify’s EV/S ratio is about average for a company with a 3 year CAGR of 27%, my current estimate. Of course, right now, Shopify’s growth is far less than that; the purpose of this article is to point out just how the company can reaccelerate growth, return to profitability and cash generation, and justify my purchase recommendation.</p><p>I want to make clear that this article is neither a catalyst watch-positive, to use a rating popularized by Bank of America analysts, or is it some call that the bottom is in at this point. After the last 9 months or so of merciless valuation compression, some of it more driven by extreme negative sentiment as opposed to considered analysis, at least in my opinion, it would be silly for this author to claim that kind of prescience. But the fact is that the shares have lost more than 75% of their value in less than 9 months, and there is no particular evidence that I have seen to suggest that the company has lost its position as the leader, if not the leader in retail e-commerce outside of Amazon (AMZN). While the price alone doesn’t make the shares worth a look, the combination of the price decline, coupled with the many elements of the company’s offering as well as a visionary management team do suggest that it might be time to do a deep dive on the prospects for the company-not just in the next 2-3 quarters but over the next 2-3 years.</p><p>There are more than a few issues that will have to be resolved before this company can resume a trajectory to sustained hyper-growth and profitability. Obviously, a significant issue is the future of e-commerce. Ecommerce sales these days are estimated to be around 22% of total retail sales; they were 15% of total retail sales before the pandemic, and some surveys suggest that by 2026, ecommerce sales will be 27% of the total. That works out to an ecommerce CAGR of about 14% over the next few years. No one is buying Shopify shares for a 14% revenue CAGR so the next issue to be considered is its strategic initiatives.</p><p>What are the strategic pieces that can restore the company’s growth from the levels just reported? The company offers an off-line solution, i.e. a solution for bricks and mortar merchants which is starting to ramp. The company has developed some partnerships with various social media companies; yes, those companies whose results were so disappointing most recently.Shopify Plus is the company’s enterprise platform that has become a significant part of the company’s overall business. Within Plus, is a set of tool called Shopify Audiences which help[s merchants target their campaigns toward likely purchasers.</p><p>Shopify has cross border management tools, some developed in partnership with Global-e (GLBE) that exist within Shopify Markets. Localizing an ecommerce experience is a significant demand driver for Shopify merchants. It is also a differentiated service that is not offered by the many Shopify competitors. The company has continued to expand its Shipping and Capital offerings and has facilitated customization through Functions.</p><p>Shopify’s business since the company’s foundation has essentially been focused on providing ecommerce solutions to enable entrepreneurs to open stores on its platform to facilitate an ecommerce shopping experience. But the company has aspirations to move beyond its roots of facilitating B to C ecommerce by facilitating B to B ecommerce Certainly, many of the company’s larger Shopify Plus customers are already engaged in selling in that space, and Shopify is attempting to add to its stripes by developing B to B solutions.</p><p>Of course the biggest bet that Shopify is making is Shopify Fulfillment. It is one of the more controversial, and yet one of the more significant opportunities for the company. Shopify President, Harley Finkelstein, has laid out a rather elaborate and comprehensive vision of just how Shopify intends for its fulfillment offering to function, both in this latest conference call but in a series of &#34;fireside chats&#34;. It is a multi-year aspirational journey that is going to cost quite a bit before the ultimate success of the bet is known.</p><p>During the course of the conference call, Tobi Luedtke, Shopify’s CEO talked about how a founder led organization like his winds up taking bets.</p><blockquote>And I think, sort of founder-run companies in general tend to be very bets-driven. And therefore, the growth patterns are different, right? Like especially this week, I feel it, why more managerial-run companies tend to not engage in bets. Mathematically, they make a lot of sense. Obviously, you ought to take a 20% chance at a 10x increase. But it&#39;s -- you feel it when they don&#39;t work, and it tends to be a somewhat public thing.</blockquote><p>Ultimately, I believe, that the investment thesis for this company is a bet. I acknowledge that for a variety of reasons I think bets like the ones that this company has teed up are worth taking in the ecommerce space. To frame the investment case in a rather simplistic fashion: the question is can the initiatives described above coupled with the expected growth in the overall ecommerce space result in a 3 year CAGR of 25%-30% with consistently positive operating margins and free cash flow? That, of course, is not the consensus projection. If it were, I wouldn’t choose to write this article.</p><p>Not all of the financial analysis in the world is going to tell investors whether they should buy these shares at this time and at this price. At this point, Shopify shares aren&#39;t that kind of investment. For the record, the EV/S ratio based on the growth rate that has been projected by the consensus for the next 12 months is about 7.3X. based on the $39.58 share price as of Tuesday afternoon, August, 16, 2022 And the company is going to have a cash burn this year, and may still burn cash in 2023. Those metrics are far from providing the basis of a positive investment recommendation, and I certainly don’t expect much positive alpha in the next couple of quarters, or perhaps a bit longer.</p><p>Of course, I will provide projections and my take on what they mean for the discounted present value, but the issue is going to be just how the bets the company is taking are going to work out. If a preponderance of them, and the largest amongst them work out well, then the shares have huge upside. The downside for the shares is years of underperformance, although probably not the catastrophic fall of the last 9 months. Not all of these initiatives are going to be equally successful. And the largest initiative, that of Shopify Fulfillment, is a multi-year project.</p><p>Writing recommendations for a broad audience can be a fraught undertaking. This is not a trading call that says to buy Shopify shares today. It is a call that suggests that for longer-term investors, and those interested in playing a recovery scenario, this is a fair entry point with an upside that could yield 2X-3X over a period of a couple of years.</p><p><b>Taking a look at the latest quarter and guidance - not the most pleasant reading</b></p><p>It has been a few weeks since Shopify reported its most current quarter. In this economy, many things change in a few weeks and of course narratives also change, sometimes more than real facts. But I look at Q2 results as a baseline-although perhaps not a trough, so the results need review. Simply put; the results weren&#39;t pretty. It should be noted that at this point, Shopify is not giving explicit quarterly guidance because of its inability to forecast how the macro environment will wind up impacting the company&#39;s business results.</p><p>Total revenue in the quarter was $1.3 billion, growth of 16% and showing continued deceleration. Revenue growth in Q1-2022 had been 22%. Sequential growth as well as of the other sub-headline metrics showed similar deceleration. In particular, gross merchandise value on the platform rose just 11%, compared to growth of 16% in Q1. Sequential growth was a bit greater than 7%, although that is far less than a typical Q1 to Q2 upside. Management called out the growth in off-line GMV of 47%, but that meant that on-line GMV rose just 8% and as far as it goes, the percentage growth rate of the company’s off-line GMV slowed substantially from the prior quarter when it was 80%. The sequential growth of ecommerce GMV was about 9%.</p><p>Shopify reports two business segments and has since it has been a public company. Subscription Solutions revenue is about 28% of the total, and essentially is related to the number of users who are paying the company a monthly charge for the use of the platform. Subscription services revenue growth of 10% was the lowest in years. Some of the slow growth relates to a change in terms that went into effect in Q3-2021; the sequential change in subscription services revenues was greater than 6%.</p><p>The growth of Merchant Solutions was a bit higher at 18%. Merchant solutions is most correlated to the payment volume on the SHOP platform but it also relates to increasing percentages of transactions using Shop Pay, Shop Capital and the cross border solution of Shopify Markets. The impact of an 11% increase in GMV, coupled with a rising proportion of GMV transacted using Shop Pay, and the other offerings drove this result. The sequential growth in Merchant Solutions revenue was 8%.</p><p>As mentioned, the company doesn’t provide an explicit forecast for revenues and earnings. What it has said in the matter of providing a forecast is that Merchant Solutions growth will be significantly greater than growth of Subscription Services. The company is betting that its localized subscription offering will boost the number of new merchants joining the platform going forward. Overall, Merchant Solutions revenue growth will continue to be greater than the growth of GMV. Merchant Solutions which will include the impact of an acquisition will have lower gross margins than Subscription Services.</p><p>The CFO also discussed the view that “both GMV and total revenue in 2022 to be more evenly distributed across the 4 quarters”. The CFO forecast an increase in customer acquisition in 2H, perhaps because of the offering of localized content for its merchants.</p><p>This has led to a consensus forecast for growth to reaccelerate to about 20% in the next two quarters. Part of the expected growth “reacceleration” really is a function of the huge deceleration of sales growth that occurred in the last half of 2021. Given the expense growth moderation, and the less seasonal pattern being forecast, consensus EPS forecasts for the current quarter show a non-GAAP EPS estimate of a $.09 loss, followed by a non-GAAP EPS loss forecast for Q4 of $.04. Revenues in Q3 and beyond will include Deliverr which probably is adding between $40 million-$50 million to quarterly totals. Just as aside, the 1stCall consensus for revenue, as published on Yahoo is inaccurate-the real consensus revenue forecast for the current year is just a bit less than $5.7 billion-not $7 billion, which is actually the consensus revenue expectation for 2023.</p><p>Not terribly surprisingly, profit numbers proved to be even worse than the revenue reported. Gross profit dollars grew by 6%, so non-GAAP gross margins contracted to 51% compared to 56% a year ago. GAAP operating margins went from 12% of revenue to a kiss if 15% of revenue. The result of these cost spikes drove the non-GAAP operating loss to 3% of revenue compared to a non-GAAP operating margin of 25% in the prior year.</p><p>The company’s cash flow trends were also uninspiring. Overall, the company burned $177 million in cash last quarter, a burn margin of 13.7%. That’s despite an SBC expense that ballooned to 20% of revenue from 13% in the year earlier period.</p><p>While I have presented the financial information, it should be viewed in context. The results for the prior year represented a peak period for e-commerce with revenue growth in that quarter of 57%. It was that kind of growth that enabled the company to report strong margins. Shopify’s mantra is to look at a 3 year CAGR to discern trends. While I can’t dispute the logic, it doesn’t take away from the company’s miscue of improperly forecasting that ecommerce trends would continue at elevated levels as shoppers returned to patterns in which anxiety about in-person shopping has abated with a concomitant return to shopping in physical as opposed to virtual locations. Taking nothing away from the management team, it ought to be evident that their forecasting skills are not anywhere close to perfect.</p><p>The question isn’t what Shopify has reported. Those results were just as dreadful as had been feared. The question to consider is whether the company will be able to right the ship in the next year or two. Despite the puts and takes of cash flow. Shopify won’t be running out of cash any time in the near future. It had a bit more than $7 billion in cash before paying a bit less than $2 billion in cash to acquire Deliverr, and while it does have a senior convertible note outstanding, the maturity is not for a few years.</p><p>In this kind of environment, the company, given its position, is likely to be able to enhance its market position in the ecommerce space. While the company has made the difficult decision to lay off 10% of its staff, and to cut back on some initiatives, it has the scale to continue to invest in key components of its platform. Many of its competitors, of whom there are many, will simply not be in a position to make the required investments to provide additional functionality for aspiring ecommerce merchants.</p><p><b>Understanding a couple of the company initiatives</b></p><p>Shopify, these days is a relatively sizeable business-overall revenues, despite the growth slowdown are running at a rate of $7 billion adjusted for typical seasonality. Many of the company’s initiatives are more incremental than significant in the context of the company’s revenue size. There are basically two ways for the company to achieve a growth rate in the mid-high 20% range, the level that I believe necessary to rekindle investor interest and to restore investor faith in management and in the relevance of Shopify as an investment. One, it needs to enhance the appeal of the company’s offering to larger merchants. And two, it needs to capture a greater proportion of the transaction value of its GMV. In my opinion, the two key initiatives that are worth looking at in that regard are Shopify Plus and Shopify Fulfillment.</p><p><b>Shopify Plus</b></p><p>Shopify Plus is Shopify’s solution for the enterprise. It has been around in its current format since 2017, although it is only in the last couple of years that it has been a significant component of the Shopify offering. While, as shown earlier, last quarter was certainly one in which the company dealt with several significant challenges, Shopify Plus has been seeing steady growth quite a bit faster than the rest of the company. Monthly recurring revenue on the platform rose to 31% of the Shopify’s total ARR. Overall, that means that Shopify Plus ARR was up by more than 33% year on year and rose by more than 6% sequentially, while total ARR rose by less than 2%.</p><p>Shopify Plus plans start at $2000/month for access to the platform. There is a revenue share fee as well for sales greater than $800k/year. There is a typical credit card processing fee, in the event that a user isn’t using Shop Pay. Further, it is typical for Shop Plus customers to buy some third party functionality such as loyalty programs and more elaborate search capabilities.</p><p>When many investors think of Shopify, they think of it as a home for smaller entrepreneurs looking to sell products and services on the internet. It is certainly that, but for the last few years now, the company has been focusing some of its effort on acquiring much larger customers, and despite the overall results last quarter, it is self-evidently having some success in that endeavor.</p><p>One example of a well known brand that has chosen Shopify Plus has been Heinz in the UK. Heinz is probably not the kind of brand that one associates with Shopify, but it felt the need to have a direct to consumer offering and it used the Shop Plus platform to launch Heinz to Home in the UK. The offering has apparently been successful; the company has added product bundles of additional foods to the site.</p><p>Staples is another brand that might be considered as a surprising customer for Shopify. The company’s Canadian operation had been using a home grown platform. Home grown platforms, almost by definition, require lots of support, and because of how they have been built, they often crash in high volume periods. They also are fairly inflexible given they often were built being cost constrained, rather than optimized for modern ecommerce standards. Most of those issues were resolved by moving the Staples Canada ecommerce platform to Shop Plus. The competition for the replatforming deal included Salesforce, Oracle and SAP Hybris. Their solutions would have taken twice as long to implement and were more than twice the cost.</p><p>Finally I will mention UNTUCKit, another relatively prominent brand. It is a brand I know, but I can assure users it is a brand my body shape will never permit me to use. UNTUCKit is probably a brand whose presence on the platform is less of surprise, although it is, to be sure, a far larger business than what are considered to be Shopify’s core customers. It is the kind of brand that never could have successfully used the core Shopify offerings. But with Plus, and with Shop Pay, which is used to transact more than 50% of the GMV on the platform, the company had significant sales success. Last quarter new Plus customers included POND’s, Tetley Tea, Gold’s Gym as well as a raft of celebrities who use the platform to sell their own line of clothing.</p><p>One of the more recent components of the Plus offering is that of Shopify Audiences. The technology of the tool is based on AI and machine learning. Audiences is a tool to optimize and direct marketing and to improve the efficiency of advertising spend. Initially the lists created by Audience are exported directly to Facebook and Instagram, and that will be extended to a more comprehensive list of ad platforms over time. It is now included as part of Plus and is intended to accelerate new customer acquisition of the Plus offering.</p><p>There are plenty of competitors for Shopify Plus and each one has its own share of features. I have linked here to a list of the most significant competitors as compiled by G2. Included in the list are the likes of Adobe (ADBE), SAP (SAP), Salesforce (CRM) and Oracle (ORCL). All of these competitors cost far more than a Shopify Plus subscription, and they take much longer to deploy and start producing results. Shopify Plus continues to enjoy a significant growth runway and I expect that will be the case for the for the foreseeable future.</p><p><b>Fulfillment by Shopify</b></p><p>Fulfillment by Shopify is the most important current initiative and opportunity the company has to reaccelerate growth, according to company founder, Tobi Lutke. The company announced its fulfillment network in July 2019. It has been the major focus of the company since it was announced and it has been quite controversial amongst analysts and investors. Overall, in the company’s most recent investor presentation,it has indicated that the build out of the fulfillment capability would cost $1 billion over the next couple of years, and with the purchase of Deliverr, that investment will reach more than $3 billion.</p><p>One of the principle advantages larger retailers have when compared to merchants on the Shopify platform is their ability to deliver product within a day or two on a guaranteed basis. Obviously, both Amazon and Walmart have offered guaranteed 2 day delivery to their on-line customers for some time now. For a smaller merchant, the ability to offer guaranteed 2 day delivery is a key factor in being able to successfully compete with the retail behemoths in the ecommerce space.</p><p>Another advantage enjoyed by larger merchants relates to their ability to optimize their supply chains. The process of moving a product from procurement to a buyer is far more complex, and can come with many issues that were highlighted during the disruptions caused by the pandemic.</p><p>Shopify has been providing shipping services to its customers for years. The fulfillment service is different in that Shop’s customers can have their inventory sent to Shopify fulfillment centers and then packed and shipped with a guaranteed delivery date. Part of the service involves balancing inventories to optimize the supply chain to prevent running out of product, but to minimize investment in product. Shopify’s technology attempts to optimize for location and quantity vs. demand.</p><p>Last month, the company closed its largest acquisition thus far, a company called Deliverr. Deliverr was founded in 2017. The company had been offering fulfillment services to a variety of ecommerce companies including Walmart, eBay (EBAY) and Amazon. 80% of the $2.1 billion consideration was paid in cash, and will be reflected in the Q3 balance sheet. The balance of the consideration consists of SHOP shares and will be accounted for as stock based compensation and will vest over time. While Deliverr is obviously strategic for Shopify’s fulfillment network aspirations, and seems likely to be used by a substantial cohort of Shopify’s current and future merchant base, it probably will lose some of its more prominent clients who are obviously SHOP competitors, over time. There are certainly are other companies, including a couple that are a bit larger who offer a comparable service to that available from Deliverr.</p><p>The company launched a pilot program with Flexport which offers SHOP customers the ability to ship inventory at a pallet-level on pre-booked container ships. While that kind of thing sounds remarkably pedestrian for a growth company, it resonates with merchants who have experienced incredible shipping issues during the course of the pandemic and its aftermath. Shopify was an investor in the latest Flexport funding round.</p><p>At this point, Shopify hasn’t broken out the revenue contribution from its offerings of fulfillment services nor has it made a projection as to what kind of revenue might be anticipated in any kind of granular sense. While the CFO does provide a metric with regards to payments and calls out its Capital and Marketplace offerings, she hasn&#39;t provided any granular perspective on the size of its current shipping and logistics revenues.</p><p>Fulfillment at Shopify is based on technology that allocates inventory based on machine learning/predictive analytics. The technology predicts where and what quantities of inventory are needed in the company’s distribution locations. With the addition of the Flexport service and Deliverr, the company has now put into place an end to end logistic capability that can level the playing field for its merchants in a cost effective fashion.</p><p><b>Shopify’s other growth initiatives</b></p><p>As I have mentioned, the key to Shopify as an investment relates to the ability the company has to grow its revenues at a rate significantly greater than the rate of the projected 14% e-commerce CAGR. Besides the 2 major opportunities, the company has many other offerings that are helping it grow revenues at rates significantly faster than the growth of GMV. At this point, ShopPay has been around for years. Last quarter, shop pay reached a 53% penetration rate, up from 48% a year ago, and total payments processed rose by 23%, despite a 200 bps headwind from FX. The company doesn’t provide specific figures for the use of Shopify Capital on a quarterly basis. It’s not a central element of the company’s business as it has become for Block (SQ). At the end of 2021, merchant cash advances were just $324 million, which suggests that its contribution to revenue is no more than 2%. Another interesting initiative is that of ShopPay Installments, the Buy Now/Pay later offering that is a result of the Shopify’s partnership with Affirm (AFRM).</p><p>Perhaps the biggest potential initiative is that of Shopify Markets which is a relatively recent launch. Some of the technology for the offering which offers cross border, business to consumer functionality is apparently based on the technology that is part of the partnership that Shopify has struck with Global-e. Shopify Markets offers most of the functionality available through Global-e including local currency and payment methods, local pricing., product availability per market, local languages and the automatic calculation of duties and custom fees which are shown at checkout.</p><p>The offering just became available in late May, but the CFO talked about good traction in select international markets and proclaimed that she was very excited. The company is forecasting a reacceleration in the number of new merchants on the Shopify platform and the functionality offered by Shop Markets has been suggested to be the key driver in that expectations.</p><p>The results of Global-e reported as I have composed this article suggest that the cross-border opportunity is alive, well and being realized, and the technology integrations between Shopify and Global-e are proceeding as planned. While of course the partnership means more to Global-e than to Shopify on a relative basis, the commentary from GLBE management was very supportive of the notion that Shopify Markets will be a significant growth driver for the company in future years.</p><p>Finally, the company has been engaged in building its presence in the traditional, bricks and mortar retail space with its POS Pro offering. The offering was initially made available as a commercial solution in the fall of 2020. It is an omni-channel solution that includes POS hardware, a full suite of retail software that includes most of the features that are available from other vendors of retail software such as Oracle and SAP, and of course complete integration into the Shopify ecosystem. Initially, much of the POS Pro volume has been coming from existing Shopify customers who wanted to have a single software/IT platform. Shopify does present the percentage growth of POS pro, but not its actual dollar contribution. That said, the numbers can be approximated since the company does offer percentage growth for both on-line and off-line sales. At this point, while Pro GMV has been growing substantially in terms of percentages, its actual contribution to SHOP GMV and its revenue is relatively minimal.</p><p>It is almost inevitable that not all of these initiatives will achieve equal success. The biggest initiative, Fulfillment by Shopify is still a work in progress, while the same is basically true of Shopify Markets. It will probably be another year before Shopify is able to achieve significant revenues from its fulfillment offering. But I think a holistic view of the company’s initiatives is supportive of a forecast that the company can return to growth in the mid-high 20% range, with one or more years above that kind of growth in an expanding economy.</p><p><b>Shopify’s Competitive Position</b></p><p>Shopify’s largest single competitor has been, and will remain Amazon. Amazon has a more than 40% share of the ecommerce market, compared to a 10% share for Shopify and a 5%+ share for Walmart based on reported GMV metrics. While of course, Shopify doesn&#39;t compete directly with Amazon, its merchant do, and the initiatives I have outlined above are designed to enhance the competitive position of its merchants vis-à-vis Amazon and Walmart. As has been the case for some time, Shopify on-line commerce revenues have been increasing more rapidly than its two rivals, and that should continue to be the case for the foreseeable future. While of course Amazon and Walmart are retail behemoths, and are likely to remain so, Shopify offers some significant advantages for some brands. Shopify Plus, for example is far less costly and provides brands the ability to use highly targeted marketing to achieve objectives.</p><p>While it will be years, if ever, before Shopify can match the logistics capability of either Amazon or Walmart, the combination of Deliverr, Flexport and the buildout of Shopify’s distribution facilities is likely to provide brands and merchants with a platform that can effectively compete with Amazon and Walmart if execution is handled properly.</p><p>While Amazon and Walmart are not typically listed as competitors, the fact is that brands can sell their merchandise or their services on-line or even off-line through a variety of channels which include all 3 vendors. The business opportunity for Shopify is to capture more brands, and more of the retail value chain, as well as finding new entrepreneurs who want to establish their stores on the Shopify platform. The company’s investment strategy is very focused on providing the brands and the merchants using its platform with features and benefits that are beyond what those brands might realize selling through Amazon.</p><p>In terms of e-commerce site builders competitors include Wix (WIX), BigCommerce (BIGC), Square on-line and Woo Commerce. The difference in scale between SHOP and its most direct competitors is enormous. That makes competition for these vendors very difficult in an environment in which slowing growth is challenging everyone to conserve resources.</p><p>I believe that a significant component of the positive investment thesis for Shopify is its opportunity to gain substantial share in the ecommerce market and to develop some level of penetration in terms of the software/hardware that it is offering for bricks and mortar retail operations. The competitive environment seemingly supports the realization of market share gains.</p><p><b>Wrapping Up: Shopify’s business model, its valuation and some final thoughts</b></p><p>While Shopify shares have rallied considerably from the low that was made under $30/share in June, the shares are still down by almost 80% from the peak they reached in mid-November. The decline was partially driven by the implosion in the value of many high growth IT names, but a significant component of the valuation compression relates to a far different outlook for the growth of ecommerce. Shopify misjudged the durability of the spike in ecommerce, and thus has faced not just a falling growth rate, but severe margin pressures as well. As a result of the mismatch between rapid cost growth and much slower revenue growth, margins have disappeared. The company has taken significant steps to restrain the growth of its costs, but the real impact of that remediation won’t be seen until Q4, and most completely in 2023. Thus, the company’s current margin profile is not indicative of long term business model trends.</p><p>I can’t imagine that there are any readers who anticipate that the share price rebound is suggestive of a turn in the near term growth prospects for this company. This isn’t the place to dissect the probability or duration of a recession or of Fed policy. But the numerous headwinds with regards to consumer discretionary spending are impacting the opportunities of all retail operators this year, and perhaps into some part of 2023.</p><p>At this time, Shopify shares have an EV/S ratio of around 7X. That is not a remarkable bargain, but neither are the shares &#34;insanely over-valued.” But the reality is that the shares should be considered as a bet on the many growth initiatives the company is pursuing. Of these, the most existential is probably Fulfillment by Shopify, but the company’s solutions that allow its merchants to support a direct international ecommerce presence, its foray into providing merchants with a platform for bricks and mortar retailing and its Shopify Plus offering are all providing the company with considerable growth tailwinds.</p><p>I believe that these initiatives, coupled with and concomitant with ecommerce market share gains will provide the fuel to restore Shopify’s CAGR to the mid-high 20% range with the probability of one or two years actually above that estimate. And with more rapid revenue growth, the company should be able to restore its business model to one that generates a consistent double digit free cash flow margin.</p><p>This isn’t going to happen in the next couple of quarters. The fulfillment initiative is really just in its nascent stages, and Shopify Markets is just a little bit further on. And while the results of Walmart and Home Depot reported today may suggest that retail sales performance is bottoming, I still expect some macro headwinds to limit the growth of Shopify revenues for the balance of this year.</p><p>It is not uncommon for analysts to talk about waiting until a certain transition is visible before recommending shares. The problem with that is that when something is visible, and recognized, the shares have probably already reflected that positive inflection. If Shopify were to announce, for example, some quantitative measure detailing positive results for its fulfillment initiative, its shares would almost surely rise by 25% in short order. The same might be said as well with regards to the market for IT shares as a whole. The current macro headwinds are all well recognized, and despite bounces, the valuation of most IT companies certainly reflects that reality. The question is not the current presence of well recognized headwinds, but when they will subside and lose their ability to constrain demand.</p><p>It is my expectation that several of Shopify’s growth initiatives will start to produce visible results in the next 12 months, while I also anticipate that the growth in Shopify Plus will continue to exceed 30%. While I have not yet reestablished a position in Shopify shares, I plan to do so shortly. I believe it will be able to produce positive alpha, not immediately perhaps, but over the next 12 months.</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>Shopify: Is The Long-Term Opportunity Worth The Short-Term Pain?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify: Is The Long-Term Opportunity Worth The Short-Term Pain?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-19 13:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.The shares have been done in, not just by the repricing of IT shares in general, but by a partial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc"},"source_url":"https://seekingalpha.com/article/4535426-shopify-stock-is-long-term-opportunity-worth-short-term-pain","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115107234","content_text":"SummaryShopify shares, despite a recent rebound, are still down nearly 80% over the last 9 months.The shares have been done in, not just by the repricing of IT shares in general, but by a partial return of consumers to a pre-pandemic shopping pattern.In addition, management made a significant mis-judgement about the durability of the ecommerce growth spike, which has led to a collapse of operating margins.The company has already taken appropriate steps to manage costs consistent with current ecommerce growth expectations.The company has a significant number of growth initiatives that are underappreciated, and not recognized in current consensus estimates.JHVEPhotoShopify - a dispassionate look from a onetime shareholderThe last time I personally owned Shopify (NYSE:SHOP) was during 2019. The last time I wrote on the company for SA was back in April 2020. It wasjust at the end of the pandemic induced market swoon and the shares were at an adjusted price of $42, on their way to as high as $180 last November before plummeting to current levels. The shares have bounced a bit since they made a low near the middle of June. Part of the bounce was a function of the release of earnings on July 27, 2022-not that the results were good, but that they weren’t any worse than feared. And of course there was an initial sign-although just that-about peak inflation having been reached, with a path that many expect to be downward from this point. Other factors in the bounce of the shares may be their oversold nature, or maybe some realization that the specifics of the quarter really don’t provide much in the way of guidance as to the ultimate future of ecommerce or the leadership role of Shopify in that trend.This is not intended to be some kind of trading call on buying Shopify shares. In the course of writing this, the latest inflation reports-both CPI and PPI-proved to be much cooler than anticipated. And not terribly surprising, markets spiked, and the valuations of growth shares expanded. In addition, the analyst at Atlantic Equities, Kunaai Maide,has raised his rating for Shopify shares to the equivalent of buy, although the $46 price target he has set seems a bit at variance with the recommendation. I am not suggesting that there is some urgent need for investors to buy Shopify shares immediately, rather that this is a reasonable entry point for long-term investors.And I might add, Shopify shares exist both as part of the entire consumer economy and as a high growth IT stock. There are many who contend that the stock market rally since May is a typical bear market rally. The view has been expressed on the pages of SA, and elsewhere, and I am not going to try to litigate the point. If this is a bear market rally, and if investors are not prepared for earnings revisions, then Shopify shares are not going to defy gravity. It is not my purpose here to suggest that Shopify is going to report some growth spurt and free cash flow generation in the next one or two quarters.At the moment, it seems as though analyst opinion is fairly divided on the outlook for Shopify shares,with 1st Call Indicating 24 buy ratings, 19 holds recommendations and 1 underperform rating. If I were simply to look at Shopify shares based on the most recent earnings report, or even consensus expectations for revenues, earnings and free cash flow in the next couple of quarters, I would give the shares a pass. They are by no means remarkably cheap on an EV/S basis and even after the company’s layoff,it is not going to generate free cash flow of any substantial level, or any at all, for at least the next year.But in my view, Shopify as a company has huge opportunities that are not appropriately recognized in the current valuation of the shares. Simply put, negative analysts are looking at today’s Shopify and finding a picture with plenty of warts. I am trying to look out 12-24 months and I see opportunities as well as the issues. If Shopify executes well and achieves the promise of the opportunities the shares will be double or triple where they are before analysts catch up to a changed reality.Shopify as a company does not exist outside the rest of the economy. Right now, with consumers hurting, and with overall consumer behavior reverting to some degree to pre-pandemic patterns, the company’s growth has slowed dramatically. But it is still outpacing growth in retail sales, and the company is still growing its share of the ecommerce market. I don’t imagine that the growth of GMV which was 11% last quarter (8% growth in ecommerce revenues) has seen a percentage growth trough, but because of the many demand tailwinds the company is experiencing as part of its merchant solutions offering, I think that the 16% year on year revenue growth seen last quarter, may be the minimum value for that metric.This is the leading company, other than Amazon (AMZN) in ecommerce, it has a well-experienced management team, and it has launched the kinds of initiatives that can, over time, kick start growth. And that is why I have chosen to reconnect with Shopify and to write this article at this point. I would like to say I know how to call bottoms, and on rare occasions I have, but that is more chance then analytical expertise. Shopify’s recent low of around $30 seems likely to be a bottom since all the negative news about the company is on display; that said, the environment for ecommerce and for retail in general has certainly deteriorated from where expectations had been 6 months ago. (Perhaps today's earnings reports from Walmart (WMT) and Home Depot (HD) might suggest a trough performance for retail sales, but that is not something I wish to discuss further in this article.)The road back or forward, depending on the lexicon, is going to be long and arduous. The company,as the CEO acknowledged,made a wrong bet on the durability of the spike in ecommerce growth as the impacts of the pandemic waned. Paying the price for that, and resetting goals and strategies, is likely to be a complex undertaking with many moving parts. Not only does Shopify have to deal with its own miscues, but it is also subject to the headwinds of the retail space as a whole, as consumers pivot their shopping to food and fuel as inflation devours their discretionary income. But presumably lots of questions about the company’s future are baked into its valuation, and while not likely visible in the next couple of quarters, most of Shopify’s opportunities have been ignored or undervalued, in my opinion.I will discuss valuation in more detail later in this article. It is a difficult discussion because Q2 results were so weak. Right now, based on a 4 quarter sales estimate of $6.05 billion, the company’s EV/S ratio is a bit greater than 7X.The sales estimate is a bit less than the published consensus for the next 12 months and does include the addition of Deliverr-an acquisition that closed last month. it is also likely, at this point, that many analysts have not entirely adjusted their current estimates to account for macro weakness, and the strengthening of the USD. The company burned cash last quarter, and it will probably do so for this calendar year. Shopify’s EV/S ratio is about average for a company with a 3 year CAGR of 27%, my current estimate. Of course, right now, Shopify’s growth is far less than that; the purpose of this article is to point out just how the company can reaccelerate growth, return to profitability and cash generation, and justify my purchase recommendation.I want to make clear that this article is neither a catalyst watch-positive, to use a rating popularized by Bank of America analysts, or is it some call that the bottom is in at this point. After the last 9 months or so of merciless valuation compression, some of it more driven by extreme negative sentiment as opposed to considered analysis, at least in my opinion, it would be silly for this author to claim that kind of prescience. But the fact is that the shares have lost more than 75% of their value in less than 9 months, and there is no particular evidence that I have seen to suggest that the company has lost its position as the leader, if not the leader in retail e-commerce outside of Amazon (AMZN). While the price alone doesn’t make the shares worth a look, the combination of the price decline, coupled with the many elements of the company’s offering as well as a visionary management team do suggest that it might be time to do a deep dive on the prospects for the company-not just in the next 2-3 quarters but over the next 2-3 years.There are more than a few issues that will have to be resolved before this company can resume a trajectory to sustained hyper-growth and profitability. Obviously, a significant issue is the future of e-commerce. Ecommerce sales these days are estimated to be around 22% of total retail sales; they were 15% of total retail sales before the pandemic, and some surveys suggest that by 2026, ecommerce sales will be 27% of the total. That works out to an ecommerce CAGR of about 14% over the next few years. No one is buying Shopify shares for a 14% revenue CAGR so the next issue to be considered is its strategic initiatives.What are the strategic pieces that can restore the company’s growth from the levels just reported? The company offers an off-line solution, i.e. a solution for bricks and mortar merchants which is starting to ramp. The company has developed some partnerships with various social media companies; yes, those companies whose results were so disappointing most recently.Shopify Plus is the company’s enterprise platform that has become a significant part of the company’s overall business. Within Plus, is a set of tool called Shopify Audiences which help[s merchants target their campaigns toward likely purchasers.Shopify has cross border management tools, some developed in partnership with Global-e (GLBE) that exist within Shopify Markets. Localizing an ecommerce experience is a significant demand driver for Shopify merchants. It is also a differentiated service that is not offered by the many Shopify competitors. The company has continued to expand its Shipping and Capital offerings and has facilitated customization through Functions.Shopify’s business since the company’s foundation has essentially been focused on providing ecommerce solutions to enable entrepreneurs to open stores on its platform to facilitate an ecommerce shopping experience. But the company has aspirations to move beyond its roots of facilitating B to C ecommerce by facilitating B to B ecommerce Certainly, many of the company’s larger Shopify Plus customers are already engaged in selling in that space, and Shopify is attempting to add to its stripes by developing B to B solutions.Of course the biggest bet that Shopify is making is Shopify Fulfillment. It is one of the more controversial, and yet one of the more significant opportunities for the company. Shopify President, Harley Finkelstein, has laid out a rather elaborate and comprehensive vision of just how Shopify intends for its fulfillment offering to function, both in this latest conference call but in a series of \"fireside chats\". It is a multi-year aspirational journey that is going to cost quite a bit before the ultimate success of the bet is known.During the course of the conference call, Tobi Luedtke, Shopify’s CEO talked about how a founder led organization like his winds up taking bets.And I think, sort of founder-run companies in general tend to be very bets-driven. And therefore, the growth patterns are different, right? Like especially this week, I feel it, why more managerial-run companies tend to not engage in bets. Mathematically, they make a lot of sense. Obviously, you ought to take a 20% chance at a 10x increase. But it's -- you feel it when they don't work, and it tends to be a somewhat public thing.Ultimately, I believe, that the investment thesis for this company is a bet. I acknowledge that for a variety of reasons I think bets like the ones that this company has teed up are worth taking in the ecommerce space. To frame the investment case in a rather simplistic fashion: the question is can the initiatives described above coupled with the expected growth in the overall ecommerce space result in a 3 year CAGR of 25%-30% with consistently positive operating margins and free cash flow? That, of course, is not the consensus projection. If it were, I wouldn’t choose to write this article.Not all of the financial analysis in the world is going to tell investors whether they should buy these shares at this time and at this price. At this point, Shopify shares aren't that kind of investment. For the record, the EV/S ratio based on the growth rate that has been projected by the consensus for the next 12 months is about 7.3X. based on the $39.58 share price as of Tuesday afternoon, August, 16, 2022 And the company is going to have a cash burn this year, and may still burn cash in 2023. Those metrics are far from providing the basis of a positive investment recommendation, and I certainly don’t expect much positive alpha in the next couple of quarters, or perhaps a bit longer.Of course, I will provide projections and my take on what they mean for the discounted present value, but the issue is going to be just how the bets the company is taking are going to work out. If a preponderance of them, and the largest amongst them work out well, then the shares have huge upside. The downside for the shares is years of underperformance, although probably not the catastrophic fall of the last 9 months. Not all of these initiatives are going to be equally successful. And the largest initiative, that of Shopify Fulfillment, is a multi-year project.Writing recommendations for a broad audience can be a fraught undertaking. This is not a trading call that says to buy Shopify shares today. It is a call that suggests that for longer-term investors, and those interested in playing a recovery scenario, this is a fair entry point with an upside that could yield 2X-3X over a period of a couple of years.Taking a look at the latest quarter and guidance - not the most pleasant readingIt has been a few weeks since Shopify reported its most current quarter. In this economy, many things change in a few weeks and of course narratives also change, sometimes more than real facts. But I look at Q2 results as a baseline-although perhaps not a trough, so the results need review. Simply put; the results weren't pretty. It should be noted that at this point, Shopify is not giving explicit quarterly guidance because of its inability to forecast how the macro environment will wind up impacting the company's business results.Total revenue in the quarter was $1.3 billion, growth of 16% and showing continued deceleration. Revenue growth in Q1-2022 had been 22%. Sequential growth as well as of the other sub-headline metrics showed similar deceleration. In particular, gross merchandise value on the platform rose just 11%, compared to growth of 16% in Q1. Sequential growth was a bit greater than 7%, although that is far less than a typical Q1 to Q2 upside. Management called out the growth in off-line GMV of 47%, but that meant that on-line GMV rose just 8% and as far as it goes, the percentage growth rate of the company’s off-line GMV slowed substantially from the prior quarter when it was 80%. The sequential growth of ecommerce GMV was about 9%.Shopify reports two business segments and has since it has been a public company. Subscription Solutions revenue is about 28% of the total, and essentially is related to the number of users who are paying the company a monthly charge for the use of the platform. Subscription services revenue growth of 10% was the lowest in years. Some of the slow growth relates to a change in terms that went into effect in Q3-2021; the sequential change in subscription services revenues was greater than 6%.The growth of Merchant Solutions was a bit higher at 18%. Merchant solutions is most correlated to the payment volume on the SHOP platform but it also relates to increasing percentages of transactions using Shop Pay, Shop Capital and the cross border solution of Shopify Markets. The impact of an 11% increase in GMV, coupled with a rising proportion of GMV transacted using Shop Pay, and the other offerings drove this result. The sequential growth in Merchant Solutions revenue was 8%.As mentioned, the company doesn’t provide an explicit forecast for revenues and earnings. What it has said in the matter of providing a forecast is that Merchant Solutions growth will be significantly greater than growth of Subscription Services. The company is betting that its localized subscription offering will boost the number of new merchants joining the platform going forward. Overall, Merchant Solutions revenue growth will continue to be greater than the growth of GMV. Merchant Solutions which will include the impact of an acquisition will have lower gross margins than Subscription Services.The CFO also discussed the view that “both GMV and total revenue in 2022 to be more evenly distributed across the 4 quarters”. The CFO forecast an increase in customer acquisition in 2H, perhaps because of the offering of localized content for its merchants.This has led to a consensus forecast for growth to reaccelerate to about 20% in the next two quarters. Part of the expected growth “reacceleration” really is a function of the huge deceleration of sales growth that occurred in the last half of 2021. Given the expense growth moderation, and the less seasonal pattern being forecast, consensus EPS forecasts for the current quarter show a non-GAAP EPS estimate of a $.09 loss, followed by a non-GAAP EPS loss forecast for Q4 of $.04. Revenues in Q3 and beyond will include Deliverr which probably is adding between $40 million-$50 million to quarterly totals. Just as aside, the 1stCall consensus for revenue, as published on Yahoo is inaccurate-the real consensus revenue forecast for the current year is just a bit less than $5.7 billion-not $7 billion, which is actually the consensus revenue expectation for 2023.Not terribly surprisingly, profit numbers proved to be even worse than the revenue reported. Gross profit dollars grew by 6%, so non-GAAP gross margins contracted to 51% compared to 56% a year ago. GAAP operating margins went from 12% of revenue to a kiss if 15% of revenue. The result of these cost spikes drove the non-GAAP operating loss to 3% of revenue compared to a non-GAAP operating margin of 25% in the prior year.The company’s cash flow trends were also uninspiring. Overall, the company burned $177 million in cash last quarter, a burn margin of 13.7%. That’s despite an SBC expense that ballooned to 20% of revenue from 13% in the year earlier period.While I have presented the financial information, it should be viewed in context. The results for the prior year represented a peak period for e-commerce with revenue growth in that quarter of 57%. It was that kind of growth that enabled the company to report strong margins. Shopify’s mantra is to look at a 3 year CAGR to discern trends. While I can’t dispute the logic, it doesn’t take away from the company’s miscue of improperly forecasting that ecommerce trends would continue at elevated levels as shoppers returned to patterns in which anxiety about in-person shopping has abated with a concomitant return to shopping in physical as opposed to virtual locations. Taking nothing away from the management team, it ought to be evident that their forecasting skills are not anywhere close to perfect.The question isn’t what Shopify has reported. Those results were just as dreadful as had been feared. The question to consider is whether the company will be able to right the ship in the next year or two. Despite the puts and takes of cash flow. Shopify won’t be running out of cash any time in the near future. It had a bit more than $7 billion in cash before paying a bit less than $2 billion in cash to acquire Deliverr, and while it does have a senior convertible note outstanding, the maturity is not for a few years.In this kind of environment, the company, given its position, is likely to be able to enhance its market position in the ecommerce space. While the company has made the difficult decision to lay off 10% of its staff, and to cut back on some initiatives, it has the scale to continue to invest in key components of its platform. Many of its competitors, of whom there are many, will simply not be in a position to make the required investments to provide additional functionality for aspiring ecommerce merchants.Understanding a couple of the company initiativesShopify, these days is a relatively sizeable business-overall revenues, despite the growth slowdown are running at a rate of $7 billion adjusted for typical seasonality. Many of the company’s initiatives are more incremental than significant in the context of the company’s revenue size. There are basically two ways for the company to achieve a growth rate in the mid-high 20% range, the level that I believe necessary to rekindle investor interest and to restore investor faith in management and in the relevance of Shopify as an investment. One, it needs to enhance the appeal of the company’s offering to larger merchants. And two, it needs to capture a greater proportion of the transaction value of its GMV. In my opinion, the two key initiatives that are worth looking at in that regard are Shopify Plus and Shopify Fulfillment.Shopify PlusShopify Plus is Shopify’s solution for the enterprise. It has been around in its current format since 2017, although it is only in the last couple of years that it has been a significant component of the Shopify offering. While, as shown earlier, last quarter was certainly one in which the company dealt with several significant challenges, Shopify Plus has been seeing steady growth quite a bit faster than the rest of the company. Monthly recurring revenue on the platform rose to 31% of the Shopify’s total ARR. Overall, that means that Shopify Plus ARR was up by more than 33% year on year and rose by more than 6% sequentially, while total ARR rose by less than 2%.Shopify Plus plans start at $2000/month for access to the platform. There is a revenue share fee as well for sales greater than $800k/year. There is a typical credit card processing fee, in the event that a user isn’t using Shop Pay. Further, it is typical for Shop Plus customers to buy some third party functionality such as loyalty programs and more elaborate search capabilities.When many investors think of Shopify, they think of it as a home for smaller entrepreneurs looking to sell products and services on the internet. It is certainly that, but for the last few years now, the company has been focusing some of its effort on acquiring much larger customers, and despite the overall results last quarter, it is self-evidently having some success in that endeavor.One example of a well known brand that has chosen Shopify Plus has been Heinz in the UK. Heinz is probably not the kind of brand that one associates with Shopify, but it felt the need to have a direct to consumer offering and it used the Shop Plus platform to launch Heinz to Home in the UK. The offering has apparently been successful; the company has added product bundles of additional foods to the site.Staples is another brand that might be considered as a surprising customer for Shopify. The company’s Canadian operation had been using a home grown platform. Home grown platforms, almost by definition, require lots of support, and because of how they have been built, they often crash in high volume periods. They also are fairly inflexible given they often were built being cost constrained, rather than optimized for modern ecommerce standards. Most of those issues were resolved by moving the Staples Canada ecommerce platform to Shop Plus. The competition for the replatforming deal included Salesforce, Oracle and SAP Hybris. Their solutions would have taken twice as long to implement and were more than twice the cost.Finally I will mention UNTUCKit, another relatively prominent brand. It is a brand I know, but I can assure users it is a brand my body shape will never permit me to use. UNTUCKit is probably a brand whose presence on the platform is less of surprise, although it is, to be sure, a far larger business than what are considered to be Shopify’s core customers. It is the kind of brand that never could have successfully used the core Shopify offerings. But with Plus, and with Shop Pay, which is used to transact more than 50% of the GMV on the platform, the company had significant sales success. Last quarter new Plus customers included POND’s, Tetley Tea, Gold’s Gym as well as a raft of celebrities who use the platform to sell their own line of clothing.One of the more recent components of the Plus offering is that of Shopify Audiences. The technology of the tool is based on AI and machine learning. Audiences is a tool to optimize and direct marketing and to improve the efficiency of advertising spend. Initially the lists created by Audience are exported directly to Facebook and Instagram, and that will be extended to a more comprehensive list of ad platforms over time. It is now included as part of Plus and is intended to accelerate new customer acquisition of the Plus offering.There are plenty of competitors for Shopify Plus and each one has its own share of features. I have linked here to a list of the most significant competitors as compiled by G2. Included in the list are the likes of Adobe (ADBE), SAP (SAP), Salesforce (CRM) and Oracle (ORCL). All of these competitors cost far more than a Shopify Plus subscription, and they take much longer to deploy and start producing results. Shopify Plus continues to enjoy a significant growth runway and I expect that will be the case for the for the foreseeable future.Fulfillment by ShopifyFulfillment by Shopify is the most important current initiative and opportunity the company has to reaccelerate growth, according to company founder, Tobi Lutke. The company announced its fulfillment network in July 2019. It has been the major focus of the company since it was announced and it has been quite controversial amongst analysts and investors. Overall, in the company’s most recent investor presentation,it has indicated that the build out of the fulfillment capability would cost $1 billion over the next couple of years, and with the purchase of Deliverr, that investment will reach more than $3 billion.One of the principle advantages larger retailers have when compared to merchants on the Shopify platform is their ability to deliver product within a day or two on a guaranteed basis. Obviously, both Amazon and Walmart have offered guaranteed 2 day delivery to their on-line customers for some time now. For a smaller merchant, the ability to offer guaranteed 2 day delivery is a key factor in being able to successfully compete with the retail behemoths in the ecommerce space.Another advantage enjoyed by larger merchants relates to their ability to optimize their supply chains. The process of moving a product from procurement to a buyer is far more complex, and can come with many issues that were highlighted during the disruptions caused by the pandemic.Shopify has been providing shipping services to its customers for years. The fulfillment service is different in that Shop’s customers can have their inventory sent to Shopify fulfillment centers and then packed and shipped with a guaranteed delivery date. Part of the service involves balancing inventories to optimize the supply chain to prevent running out of product, but to minimize investment in product. Shopify’s technology attempts to optimize for location and quantity vs. demand.Last month, the company closed its largest acquisition thus far, a company called Deliverr. Deliverr was founded in 2017. The company had been offering fulfillment services to a variety of ecommerce companies including Walmart, eBay (EBAY) and Amazon. 80% of the $2.1 billion consideration was paid in cash, and will be reflected in the Q3 balance sheet. The balance of the consideration consists of SHOP shares and will be accounted for as stock based compensation and will vest over time. While Deliverr is obviously strategic for Shopify’s fulfillment network aspirations, and seems likely to be used by a substantial cohort of Shopify’s current and future merchant base, it probably will lose some of its more prominent clients who are obviously SHOP competitors, over time. There are certainly are other companies, including a couple that are a bit larger who offer a comparable service to that available from Deliverr.The company launched a pilot program with Flexport which offers SHOP customers the ability to ship inventory at a pallet-level on pre-booked container ships. While that kind of thing sounds remarkably pedestrian for a growth company, it resonates with merchants who have experienced incredible shipping issues during the course of the pandemic and its aftermath. Shopify was an investor in the latest Flexport funding round.At this point, Shopify hasn’t broken out the revenue contribution from its offerings of fulfillment services nor has it made a projection as to what kind of revenue might be anticipated in any kind of granular sense. While the CFO does provide a metric with regards to payments and calls out its Capital and Marketplace offerings, she hasn't provided any granular perspective on the size of its current shipping and logistics revenues.Fulfillment at Shopify is based on technology that allocates inventory based on machine learning/predictive analytics. The technology predicts where and what quantities of inventory are needed in the company’s distribution locations. With the addition of the Flexport service and Deliverr, the company has now put into place an end to end logistic capability that can level the playing field for its merchants in a cost effective fashion.Shopify’s other growth initiativesAs I have mentioned, the key to Shopify as an investment relates to the ability the company has to grow its revenues at a rate significantly greater than the rate of the projected 14% e-commerce CAGR. Besides the 2 major opportunities, the company has many other offerings that are helping it grow revenues at rates significantly faster than the growth of GMV. At this point, ShopPay has been around for years. Last quarter, shop pay reached a 53% penetration rate, up from 48% a year ago, and total payments processed rose by 23%, despite a 200 bps headwind from FX. The company doesn’t provide specific figures for the use of Shopify Capital on a quarterly basis. It’s not a central element of the company’s business as it has become for Block (SQ). At the end of 2021, merchant cash advances were just $324 million, which suggests that its contribution to revenue is no more than 2%. Another interesting initiative is that of ShopPay Installments, the Buy Now/Pay later offering that is a result of the Shopify’s partnership with Affirm (AFRM).Perhaps the biggest potential initiative is that of Shopify Markets which is a relatively recent launch. Some of the technology for the offering which offers cross border, business to consumer functionality is apparently based on the technology that is part of the partnership that Shopify has struck with Global-e. Shopify Markets offers most of the functionality available through Global-e including local currency and payment methods, local pricing., product availability per market, local languages and the automatic calculation of duties and custom fees which are shown at checkout.The offering just became available in late May, but the CFO talked about good traction in select international markets and proclaimed that she was very excited. The company is forecasting a reacceleration in the number of new merchants on the Shopify platform and the functionality offered by Shop Markets has been suggested to be the key driver in that expectations.The results of Global-e reported as I have composed this article suggest that the cross-border opportunity is alive, well and being realized, and the technology integrations between Shopify and Global-e are proceeding as planned. While of course the partnership means more to Global-e than to Shopify on a relative basis, the commentary from GLBE management was very supportive of the notion that Shopify Markets will be a significant growth driver for the company in future years.Finally, the company has been engaged in building its presence in the traditional, bricks and mortar retail space with its POS Pro offering. The offering was initially made available as a commercial solution in the fall of 2020. It is an omni-channel solution that includes POS hardware, a full suite of retail software that includes most of the features that are available from other vendors of retail software such as Oracle and SAP, and of course complete integration into the Shopify ecosystem. Initially, much of the POS Pro volume has been coming from existing Shopify customers who wanted to have a single software/IT platform. Shopify does present the percentage growth of POS pro, but not its actual dollar contribution. That said, the numbers can be approximated since the company does offer percentage growth for both on-line and off-line sales. At this point, while Pro GMV has been growing substantially in terms of percentages, its actual contribution to SHOP GMV and its revenue is relatively minimal.It is almost inevitable that not all of these initiatives will achieve equal success. The biggest initiative, Fulfillment by Shopify is still a work in progress, while the same is basically true of Shopify Markets. It will probably be another year before Shopify is able to achieve significant revenues from its fulfillment offering. But I think a holistic view of the company’s initiatives is supportive of a forecast that the company can return to growth in the mid-high 20% range, with one or more years above that kind of growth in an expanding economy.Shopify’s Competitive PositionShopify’s largest single competitor has been, and will remain Amazon. Amazon has a more than 40% share of the ecommerce market, compared to a 10% share for Shopify and a 5%+ share for Walmart based on reported GMV metrics. While of course, Shopify doesn't compete directly with Amazon, its merchant do, and the initiatives I have outlined above are designed to enhance the competitive position of its merchants vis-à-vis Amazon and Walmart. As has been the case for some time, Shopify on-line commerce revenues have been increasing more rapidly than its two rivals, and that should continue to be the case for the foreseeable future. While of course Amazon and Walmart are retail behemoths, and are likely to remain so, Shopify offers some significant advantages for some brands. Shopify Plus, for example is far less costly and provides brands the ability to use highly targeted marketing to achieve objectives.While it will be years, if ever, before Shopify can match the logistics capability of either Amazon or Walmart, the combination of Deliverr, Flexport and the buildout of Shopify’s distribution facilities is likely to provide brands and merchants with a platform that can effectively compete with Amazon and Walmart if execution is handled properly.While Amazon and Walmart are not typically listed as competitors, the fact is that brands can sell their merchandise or their services on-line or even off-line through a variety of channels which include all 3 vendors. The business opportunity for Shopify is to capture more brands, and more of the retail value chain, as well as finding new entrepreneurs who want to establish their stores on the Shopify platform. The company’s investment strategy is very focused on providing the brands and the merchants using its platform with features and benefits that are beyond what those brands might realize selling through Amazon.In terms of e-commerce site builders competitors include Wix (WIX), BigCommerce (BIGC), Square on-line and Woo Commerce. The difference in scale between SHOP and its most direct competitors is enormous. That makes competition for these vendors very difficult in an environment in which slowing growth is challenging everyone to conserve resources.I believe that a significant component of the positive investment thesis for Shopify is its opportunity to gain substantial share in the ecommerce market and to develop some level of penetration in terms of the software/hardware that it is offering for bricks and mortar retail operations. The competitive environment seemingly supports the realization of market share gains.Wrapping Up: Shopify’s business model, its valuation and some final thoughtsWhile Shopify shares have rallied considerably from the low that was made under $30/share in June, the shares are still down by almost 80% from the peak they reached in mid-November. The decline was partially driven by the implosion in the value of many high growth IT names, but a significant component of the valuation compression relates to a far different outlook for the growth of ecommerce. Shopify misjudged the durability of the spike in ecommerce, and thus has faced not just a falling growth rate, but severe margin pressures as well. As a result of the mismatch between rapid cost growth and much slower revenue growth, margins have disappeared. The company has taken significant steps to restrain the growth of its costs, but the real impact of that remediation won’t be seen until Q4, and most completely in 2023. Thus, the company’s current margin profile is not indicative of long term business model trends.I can’t imagine that there are any readers who anticipate that the share price rebound is suggestive of a turn in the near term growth prospects for this company. This isn’t the place to dissect the probability or duration of a recession or of Fed policy. But the numerous headwinds with regards to consumer discretionary spending are impacting the opportunities of all retail operators this year, and perhaps into some part of 2023.At this time, Shopify shares have an EV/S ratio of around 7X. That is not a remarkable bargain, but neither are the shares \"insanely over-valued.” But the reality is that the shares should be considered as a bet on the many growth initiatives the company is pursuing. Of these, the most existential is probably Fulfillment by Shopify, but the company’s solutions that allow its merchants to support a direct international ecommerce presence, its foray into providing merchants with a platform for bricks and mortar retailing and its Shopify Plus offering are all providing the company with considerable growth tailwinds.I believe that these initiatives, coupled with and concomitant with ecommerce market share gains will provide the fuel to restore Shopify’s CAGR to the mid-high 20% range with the probability of one or two years actually above that estimate. And with more rapid revenue growth, the company should be able to restore its business model to one that generates a consistent double digit free cash flow margin.This isn’t going to happen in the next couple of quarters. The fulfillment initiative is really just in its nascent stages, and Shopify Markets is just a little bit further on. And while the results of Walmart and Home Depot reported today may suggest that retail sales performance is bottoming, I still expect some macro headwinds to limit the growth of Shopify revenues for the balance of this year.It is not uncommon for analysts to talk about waiting until a certain transition is visible before recommending shares. The problem with that is that when something is visible, and recognized, the shares have probably already reflected that positive inflection. If Shopify were to announce, for example, some quantitative measure detailing positive results for its fulfillment initiative, its shares would almost surely rise by 25% in short order. The same might be said as well with regards to the market for IT shares as a whole. The current macro headwinds are all well recognized, and despite bounces, the valuation of most IT companies certainly reflects that reality. The question is not the current presence of well recognized headwinds, but when they will subside and lose their ability to constrain demand.It is my expectation that several of Shopify’s growth initiatives will start to produce visible results in the next 12 months, while I also anticipate that the growth in Shopify Plus will continue to exceed 30%. While I have not yet reestablished a position in Shopify shares, I plan to do so shortly. I believe it will be able to produce positive alpha, not immediately perhaps, but over the next 12 months.","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}