Blufinn personal page - To The Moon

Blufinn

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2022-10-26

Noted

7 Dow Stocks to Sell Before They Tumble

2022-11-22

Nice

Apple And Taiwan Semiconductor: Let's Ask Buffett

2022-10-23

Liked

Elon Musk May Need to Sell $10B Worth of Tesla Stock to Finance Twitter Takeover - Wedbush

04-24

$Tesla Motors(TSLA)$ Bullish Just think in the world of fuel engine cars why people is still going for BMW & Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.

2022-12-30

Nice

2022-12-30

👍

2023-01-15

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2022-12-15

France

2022-08-17

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FuboTV Wraps up 45% Higher As Investor Day Tackles Path to Profit

2023-07-26

When will be the next bear trend@TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-01-14

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2023-01-07

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2023-01-05

Goòoal

2023-01-03

Ok

2022-12-28

Like

2022-12-24

👍

2022-12-12

Nice

2022-11-27

$SEMBCORP MARINE LTD(S51.SI)$

2023-04-17

[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]

2023-04-15

[Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool]

Go to Tiger App to see more news

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But not China made cars that are cheaper. So have a tot about EV cars.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish Just think in the world of fuel engine cars why people is still going for BMW&nbsp; &amp; Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.","text":"$Tesla Motors(TSLA)$ Bullish Just think in the world of fuel engine cars why people is still going for BMW & Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/298761248735504","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276463962648800,"gmtCreate":1708526271252,"gmtModify":1708526273362,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$ </a>&nbsp;","text":"$Grab Holdings(GRAB)$","images":[{"img":"https://community-static.tradeup.com/news/a6320c8757791675f3e18b42818c9ae4","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276463962648800","isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236436955926616,"gmtCreate":1698759418087,"gmtModify":1698759420715,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy to keep for 6 mth","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a>buy to keep for 6 mth","text":"$Tesla Motors(TSLA)$ buy to keep for 6 mth","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236436955926616","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":217608722665728,"gmtCreate":1694151211520,"gmtModify":1694151214633,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/217608722665728","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202082483695704,"gmtCreate":1690369958527,"gmtModify":1690369962887,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"When will be the next bear trend<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"When will be the next bear trend<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"When will be the next bear trend@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202082483695704","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should know","text":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should know","html":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should know"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944850861,"gmtCreate":1681795943453,"gmtModify":1681795947350,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Nice game to play.....","listText":"Nice game to play.....","text":"Nice game to play.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944850861","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944335375,"gmtCreate":1681698757398,"gmtModify":1681698761675,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944335375","isVote":1,"tweetType":1,"viewCount":472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945583110,"gmtCreate":1681517142230,"gmtModify":1681517146242,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","listText":"[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;[Cool]&nbsp;","text":"[Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool] [Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945583110","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945583089,"gmtCreate":1681517077242,"gmtModify":1681517080669,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"😃😃😁😁😆😅😅","listText":"😃😃😁😁😆😅😅","text":"😃😃😁😁😆😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945583089","isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945630873,"gmtCreate":1681442992192,"gmtModify":1681442997195,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"🤩🙂😀😃😄😁","listText":"🤩🙂😀😃😄😁","text":"🤩🙂😀😃😄😁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945630873","isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945630323,"gmtCreate":1681442911663,"gmtModify":1681442915618,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945630323","repostId":"9942412226","repostType":1,"repost":{"id":9942412226,"gmtCreate":1681274167266,"gmtModify":1681278273057,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"A.I. Tools Regulation -> Good for which A.I. stocks?","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. We understand that the Joe Biden administration is considering regulating AI tools like ChatGPT over concerns of potential harm and discrimination. The Wall Street Journal reported on Tuesday (11 April 23), the Commerce Department has asked the public for comments on what it described as accountability measures, including whether the new AI models should go through a certification process before they are released. There are a few A.I. stocks which are being watched and traded previously constantly, it make me wonder what are the current practice in terms of : Accountability Ethical regulation of A.I. software Does commercial available mode","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. We understand that the Joe Biden administration is considering regulating AI tools like ChatGPT over concerns of potential harm and discrimination. The Wall Street Journal reported on Tuesday (11 April 23), the Commerce Department has asked the public for comments on what it described as accountability measures, including whether the new AI models should go through a certification process before they are released. There are a few A.I. stocks which are being watched and traded previously constantly, it make me wonder what are the current practice in terms of : Accountability Ethical regulation of A.I. software Does commercial available mode","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. We understand that the Joe Biden administration is considering regulating AI tools like ChatGPT over concerns of potential harm and discrimination. The Wall Street Journal reported on Tuesday (11 April 23), the Commerce Department has asked the public for comments on what it described as accountability measures, including whether the new AI models should go through a certification process before they are released. There are a few A.I. stocks which are being watched and traded previously constantly, it make me wonder what are the current practice in terms of : Accountability Ethical regulation of A.I. software Does commercial available mode","images":[{"img":"https://community-static.tradeup.com/news/7a03cd133d4b2673a340f1fb5368db0c","width":"735","height":"474"},{"img":"https://community-static.tradeup.com/news/94cba7e9b75fb132fe146ae4637455b3","width":"880","height":"478"},{"img":"https://community-static.tradeup.com/news/982c8fbc4a2af0d13f5c0f265f451eb4","width":"851","height":"467"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942412226","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945630032,"gmtCreate":1681442899826,"gmtModify":1681442903512,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945630032","repostId":"9945305942","repostType":1,"repost":{"id":9945305942,"gmtCreate":1681365584487,"gmtModify":1681366403336,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"CYTO Good 16.5% Gain in Pre-market Before CPI","htmlText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. CPI data expected to be released at 0830hrs on 12 April, A.I. model predicted <a href=\"https://ttm.financial/S/CYTO\">$Altamira Therapeutics Ltd.(CYTO)$</a> along with BBAI and RCLF with a BUY signal. It is nice to have approx. 16.5% gain in pre-market on a day where market is rather flat while awaiting the CPI data, and turn volatile after the minutes meeting later in the session. I decided to look at these 3 stocks when pre-market started to see if we can gather any sentiment of investors towards to the release of CPI. Pre-Market Trading Movement If you have look at how the pre-market trading movement is like, it is rather slow on the Big","listText":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. CPI data expected to be released at 0830hrs on 12 April, A.I. model predicted <a href=\"https://ttm.financial/S/CYTO\">$Altamira Therapeutics Ltd.(CYTO)$</a> along with BBAI and RCLF with a BUY signal. It is nice to have approx. 16.5% gain in pre-market on a day where market is rather flat while awaiting the CPI data, and turn volatile after the minutes meeting later in the session. I decided to look at these 3 stocks when pre-market started to see if we can gather any sentiment of investors towards to the release of CPI. Pre-Market Trading Movement If you have look at how the pre-market trading movement is like, it is rather slow on the Big","text":"Please find and follow my YT channel (nerdbull1669) for Daily SG and US Stock Watchlist. Do follow me as I share quality stock pick for Daily Watchlist. CPI data expected to be released at 0830hrs on 12 April, A.I. model predicted $Altamira Therapeutics Ltd.(CYTO)$ along with BBAI and RCLF with a BUY signal. It is nice to have approx. 16.5% gain in pre-market on a day where market is rather flat while awaiting the CPI data, and turn volatile after the minutes meeting later in the session. I decided to look at these 3 stocks when pre-market started to see if we can gather any sentiment of investors towards to the release of CPI. Pre-Market Trading Movement If you have look at how the pre-market trading movement is like, it is rather slow on the Big","images":[{"img":"https://community-static.tradeup.com/news/d28b4b050e602ed316b65054144d2b91","width":"909","height":"878"},{"img":"https://community-static.tradeup.com/news/936c4099f9b702da7be66156150e910d","width":"905","height":"868"},{"img":"https://community-static.tradeup.com/news/446a29de1434d336df5a8167d74d24f2","width":"1512","height":"808"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945305942","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945697702,"gmtCreate":1681442882407,"gmtModify":1681442885910,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945697702","repostId":"9942426116","repostType":1,"repost":{"id":9942426116,"gmtCreate":1681284066135,"gmtModify":1681284077536,"author":{"id":"3534312667271286","authorId":"3534312667271286","name":"程俊Dream","avatar":"https://static.tigerbbs.com/a751a4f333aa358f9ddfe4404800ee2a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312667271286","authorIdStr":"3534312667271286"},"themes":[],"title":"The US Dollar Index may collapse further soon, and How will it Affects Gold Prices?","htmlText":"\"No bad news is bad news\" is very useful for dollars. After the banking problems were forgotten in March, the market fell into singing and dancing again. The pure safe-haven the US Dollar Index began to slide to the low level in February, and it is difficult to find signs of rebound in the short term. It is expected that the market will further bottom out for more effective support.The long-term time period of the US dollar is very unfavorable, and both the weekly and monthly lines are currently near the fifth signal. This means that in the short term, the bulls will not have the opportunity to fight back until the end of this month, and in the longer term, it may take the monthly line to rebound in June and July. At these two levels, the re-emergence of moving average suppression also imp","listText":"\"No bad news is bad news\" is very useful for dollars. After the banking problems were forgotten in March, the market fell into singing and dancing again. The pure safe-haven the US Dollar Index began to slide to the low level in February, and it is difficult to find signs of rebound in the short term. It is expected that the market will further bottom out for more effective support.The long-term time period of the US dollar is very unfavorable, and both the weekly and monthly lines are currently near the fifth signal. This means that in the short term, the bulls will not have the opportunity to fight back until the end of this month, and in the longer term, it may take the monthly line to rebound in June and July. At these two levels, the re-emergence of moving average suppression also imp","text":"\"No bad news is bad news\" is very useful for dollars. After the banking problems were forgotten in March, the market fell into singing and dancing again. The pure safe-haven the US Dollar Index began to slide to the low level in February, and it is difficult to find signs of rebound in the short term. It is expected that the market will further bottom out for more effective support.The long-term time period of the US dollar is very unfavorable, and both the weekly and monthly lines are currently near the fifth signal. This means that in the short term, the bulls will not have the opportunity to fight back until the end of this month, and in the longer term, it may take the monthly line to rebound in June and July. At these two levels, the re-emergence of moving average suppression also imp","images":[{"img":"https://static.tigerbbs.com/bb38bb7771b5b7b098826b6e2da60ee8","width":"1117","height":"600"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942426116","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945047452,"gmtCreate":1681340248376,"gmtModify":1681340252178,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"😃😃😃😃😃😃😃😃😃","listText":"😃😃😃😃😃😃😃😃😃","text":"😃😃😃😃😃😃😃😃😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945047452","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942474688,"gmtCreate":1681296133645,"gmtModify":1681296137407,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"😀😃😄😆😁🤣🙂","listText":"😀😃😄😆😁🤣🙂","text":"😀😃😄😆😁🤣🙂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942474688","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942635668,"gmtCreate":1681206930655,"gmtModify":1681206934575,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942635668","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942635888,"gmtCreate":1681206856545,"gmtModify":1681206860073,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"😍🤒😁😊👍😅😅","listText":"😍🤒😁😊👍😅😅","text":"😍🤒😁😊👍😅😅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942635888","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942958594,"gmtCreate":1681117028419,"gmtModify":1681117032002,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Ok. Nice game to play","listText":"Ok. Nice game to play","text":"Ok. Nice game to play","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942958594","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946474152,"gmtCreate":1681043623176,"gmtModify":1681043626963,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Keep on playing to win","listText":"Keep on playing to win","text":"Keep on playing to win","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946474152","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946638237,"gmtCreate":1680934333630,"gmtModify":1680934336855,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Great game, play it now!","listText":"Great game, play it now!","text":"Great game, play it now!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946638237","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9988622413,"gmtCreate":1666745639332,"gmtModify":1676537799054,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9988622413","repostId":"1112617869","repostType":2,"repost":{"id":"1112617869","kind":"news","pubTimestamp":1666756392,"share":"https://ttm.financial/m/news/1112617869?lang=&edition=fundamental","pubTime":"2022-10-26 11:53","market":"us","language":"en","title":"7 Dow Stocks to Sell Before They Tumble","url":"https://stock-news.laohu8.com/highlight/detail?id=1112617869","media":"InvestorPlace","summary":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL): AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much mor","content":"<html><head></head><body><ul><li>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.</li><li><b>Apple</b>(<b><u>AAPL</u></b>):  AAPL is likely to be undermined by weak demand for iPhones.</li><li><b>Travelers</b>(<b><u>TRV</u></b>): Climate change is making TRV much more risky than it used to be.</li><li><b>Chevron</b>(<b><u>CVX</u></b>): The appeal of CVX and its peers has been lowered by governments’ actions.</li><li><b>3M</b>(<b><u>MMM</u></b>): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.</li><li><b>Home Depot</b>(<b><u>HD</u></b>): The housing downturn is likely to significantly hurt HD.</li><li><b>Disney</b>(<b><u>DIS</u></b>): DIS continues to be undermined by cord cutting.</li><li><b>Procter &amp; Gamble</b>(<b><u>PG</u></b>): The valuation of PG stock is unattractive.</li><li><b>Nike</b>(<b><u>NKE</u></b>): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.</li></ul><p>As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.</p><p>That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.</p><p>That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.</p><p>Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.</p><p>With all of that in mind, here are seven good Dow stocks to sell.</p><p><b>Apple (AAPL)</b></p><p>There’s now clear evidence that <b>Apple</b>(NASDAQ:<b><u>AAPL</u></b>) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”</p><p>Also expressing caution about Apple on<i>CNBC</i>was investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.</p><p>Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.</p><p><b>Travelers Companies (TRV)</b></p><p><b>Travelers Companies’</b>(NYSE:<b><u>TRV</u></b>) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” <i>The Wall Street Journal’s Leslie Scism</i> reported.</p><p>Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.</p><p><b>Chevron (CVX)</b></p><p>Many haven’t realized it yet, but the world recently changed for <b>Chevron</b>(NYSE:<b><u>CVX</u></b>) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.</p><p>In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.</p><p>Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.</p><p><b>3M (MMM)</b></p><p><b>3M</b>(NYSE:<b><u>MMM</u></b>) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.</p><p>3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.</p><p>Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, <b>Bank of America</b>(NYSE:<b><u>BAC</u></b>) recently reiterated its “underperform” rating on the shares.</p><p>On Aug. 29, <b>Morgan Stanley</b> (NYSE:<b><u>MS</u></b>) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.</p><p>The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.</p><p><b>Home Depot (HD)</b></p><p>The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for <b>Home Depot</b>(NYSE:<b><u>HD</u></b>). It’s another one of the top Dow stocks to sell.</p><p>In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.</p><p>“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.</p><p>Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm <b>Evercore</b> recently lowered its rating on Home Depot’s competitor, <b>Lowe’s</b>(NYSE:<b><u>LOW</u></b>) to in-line from outperform.</p><p>“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.</p><p><b>Disney (DIS)</b></p><p>I’ve been bearish on <b>Disney</b>(NYSE:<b><u>DIS</u></b>) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.</p><p>Ominously for Disney, <b>Wells Fargo</b>(NYSE:<b><u>WFC</u></b>)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.</p><p><b>Procter &amp; Gamble (PG)</b></p><p><b>Procter &amp; Gamble</b>(NYSE:<b><u>PG</u></b>) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.</p><p>If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.</p><p>On Oct. 10, <b>Goldman Sachs</b>(NYSE:<b><u>GS</u></b>) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.</p><p><b>Nike (NKE)</b></p><p><b>Nike</b>(NYSE:<b><u>NKE</u></b>) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.</p><p>And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.</p><p>Expressing caution on NKE stock on Oct. 11, <b>Bank of</b> <b>America</b> (NYSE:<b><u>BAC</u></b>)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.</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 Dow Stocks to Sell Before They Tumble</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Dow Stocks to Sell Before They Tumble\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-26 11:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much ...</p>\n\n<a href=\"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","MMM":"3M","TRV":"旅行者财产险集团","HD":"家得宝","PG":"宝洁","AAPL":"苹果","NKE":"耐克","CVX":"雪佛龙"},"source_url":"https://investorplace.com/2022/10/7-dow-stocks-to-sell-before-they-tumble/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112617869","content_text":"Here are seven Dow stocks to sell to avoid getting hurt by negative trends.Apple(AAPL):  AAPL is likely to be undermined by weak demand for iPhones.Travelers(TRV): Climate change is making TRV much more risky than it used to be.Chevron(CVX): The appeal of CVX and its peers has been lowered by governments’ actions.3M(MMM): MMM reported weak Q3 results and is being threatened by hundreds of thousands of lawsuits.Home Depot(HD): The housing downturn is likely to significantly hurt HD.Disney(DIS): DIS continues to be undermined by cord cutting.Procter & Gamble(PG): The valuation of PG stock is unattractive.Nike(NKE): Post-pandemic trends and a big inventory buildup are among the negative catalysts for NKE stock.As anyone who reads my columns regularly knows, I’m generally upbeat on stocks. That’s because I believe that inflation has peaked, the Federal Reserve is poised to become much more dovish.  In addition, the Street has, for some time, underestimated the importance of the exceptionally strong employment market. However, I believe that there are some good Dow stocks to sell at this point.That’s because, in this stock picker’s market, there are several sectors that investors should definitely avoid. For example, with consumers being hurt by inflation and many still spending much more money on experiences than products, companies that specialize in selling fairly expensive products may struggle. While that trend should reverse at some point in the medium term, given the negative commentary of a number of companies that specialize in selling goods and poor macro manufacturing data, it appears to have been stickier than I previously believed.That’s particularly true for firms whose products are relatively expensive but rely on attracting lower-middle-class and working class-consumers.Oil companies may also be hurt by governments actions, while insurers could struggle due to the destruction wrought by Hurricane Ian, for example.With all of that in mind, here are seven good Dow stocks to sell.Apple (AAPL)There’s now clear evidence that Apple(NASDAQ:AAPL) is getting being hurt by a goods-to-services shift. According to a recent report, weak demand for the iPhone 14 has caused the hardware giant to lower the “production of iPhone 14 Plus and is increasing the output of the more expensive iPhone 14 Pro.”Also expressing caution about Apple onCNBCwas investor Brenda Vingiello, who warned that the company could be hit by waning consumer demand for PCs and smartphones in the wake of the pandemic. Additionally, she noted that AAPL gets 60% of its revenue from outside of the U.S. Some of those overseas markets, especially China and Europe, have problems that are much worse than those of America. Additionally, the U.S. dollar’s strength is likely to negatively impact Apple’s overseas profits.Despite these issues, the price-earnings ratio of AAPL stock remains fairly elevated at 23.4. That’s fairly high for a company whose revenues are growing relatively slowly; on average, analysts expect the firm’s revenues to increase 4.8% to $412 billion in 2023, up from $393 billion this year.Travelers Companies (TRV)Travelers Companies’(NYSE:TRV) third-quarter results, reported on Oct. 19, were uninspiring, thanks to Hurricane Ian. Specifically, its net income sank to $454 million versus $662 million during the same period in 2021. Additionally, its top line increased just 6%. On a positive note, its revenue from its “net written premiums” climbed 10% year over year. Still, Ian caused the firm’s “catastrophe costs” to jump 11% year over year to “$512 million pretax, net of reinsurance, from the year-earlier period,” The Wall Street Journal’s Leslie Scism reported.Ian could have been much worse for Travelers, but TRV and other companies had decided to offer relatively few homeowners’ insurance policies in the hurricane-prone state. However, with climate change causing the damage and frequency of storms to increase a great deal, the next extremely ruinous hurricane, flood, or tornado could occur in a highly populated state to which Travelers is much more exposed. Such an event, in turn, could cause TRV stock to sink meaningfully. Consequently, I urge investors to sell TRV and its peers.Chevron (CVX)Many haven’t realized it yet, but the world recently changed for Chevron(NYSE:CVX) and its peers in the oil and gas sector. Specifically, Western governments are no longer sitting on their hands as oil and gas prices soar; instead, these governments are realizing that they can take actions that stymie price jumps caused by the “animal spirits” of profit-hungry traders.In the U.S., the Biden Administration’s releases from the U.S.Strategic Petroleum Reserve (SPR)have caused oil prices to sink. Meanwhile, the EU’s actions have caused European natural gas prices to tumble to around prewar levels. Once investors internalize the idea that Washington and Europe are determined to prevent oil and gas prices from soaring, their appetite for CVX stock is likely to take a big hit.Also worth noting is that 30leftist members of Congress recently signed a letter to President Joe Biden calling on him to work harder to end the war in Ukraine. If pressure ramps up on the administration and on European governments to end the war, the fighting could indeed stop sooner rather than later, causing oil and gas prices to sink and meaningfully pushing down CVX stock.3M (MMM)3M(NYSE:MMM) just reported weak third-quarter results. Meanwhile, the company is facing a number of lawsuits that could significantly undermine its financial position. It’s another one of the top Dow stocks to sell.3M’s sales dropped 4% year-over-year to $8.6 billion, while its operating cash flow tumbled 18% year over year. Additionally, 3M cut its 2022 sales guidance, and now expects its revenue to fall 3% to 3.5% this year, as compared to its previous outlook for a 0.5%-2.5% decline. The conglomerate anticipates that its sales, excluding acquisitions, will climb 1.5% to 2% this year. But given the current, high-inflation environment, that’s a very unimpressive increase indeed.Meanwhile, over 230,000lawsuits have been filed against 3M for its allegedly damaging earplugs. Partially because of the legal issue, Bank of America(NYSE:BAC) recently reiterated its “underperform” rating on the shares.On Aug. 29, Morgan Stanley (NYSE:MS) analyst Joshua Pokrzywinski estimated that 3M’sliability for the earplugs could reach $14 billion with potential for something higher. The analyst kept an “underweight” rating on the shares. As of the end of last quarter, 3M has $3 billion of cash and $17.2 billion of debt, so $14 billion of liability would indeed greatly undermine its financial position at best and make its viability going forward uncertain at worst.The firm is trying to spin off its healthcare unit, likely in order to prevent the parent company from being hurt by the lawsuits. However, the move has been challenged in court.Home Depot (HD)The tremendous slowdown in the housing sector, along with the goods-to-services spending shift, isn’t great news for Home Depot(NYSE:HD). It’s another one of the top Dow stocks to sell.In September, U.S. existing home sales fell 1.5% versusAugust and tumbled 24% year-over-year.“Three out of the four major U.S. regions notched month-over-month sales contractions, while the West held steady. On a year-over-year basis, sales dropped in all regions,” theNational Association of Realtors reported. The continuing housing slump is bad news for Home Depot, as consumers tend to spend a great deal of money to improve the homes into which they move.Further, as consumers spend more money on experiences, they’ll have less to spend on upgrading their homes. Much like Apple, Home Depot benefited a great deal from spending patterns during the pandemic. Now that those patterns have reversed, HD’s financial results are likely to sink. Also boding badly for HD stock, research firm Evercore recently lowered its rating on Home Depot’s competitor, Lowe’s(NYSE:LOW) to in-line from outperform.“Our downgrade is based on the view that slower [home improvement] demand and disinflation could push comps lower in 2023, making margin gains muted,” the firm explained. While Evercore said it was more bullish on HD stock, I still think that the firm’s assessment of Lowe’s indicates that investors should not expect good news anytime soon from Home Depot.Disney (DIS)I’ve been bearish on Disney(NYSE:DIS) stock for a few years, citing the negative impacts of the cord-cutting trend. The Street finally realized the truth of these points, causing DIS stock to tumble 34% so far this year.   But with those trends continuing and DISstill trading at a relatively high forward price-earnings ratio of 19, the shares are likely to decline much further going forward. It’s another one of the top Dow stocks to sell.Ominously for Disney, Wells Fargo(NYSE:WFC)predicted in Aug. that cord cutting would continue to be “elevated given all the content shifting to streaming, and consumers looking to trim their subscriptions due to macro and/or subscription fatigue,” In Q2, the number of consumers paying traditional TV bills fell “5.2% year-over-year,” the firm noted, worse than the 3.7% decline in Q1.For 2022, 2023, and 2024, Wellsexpects the metric to sink 5.8%, 6.7%, and 6.9%, respectively.Procter & Gamble (PG)Procter & Gamble(NYSE:PG) stock has a rather high price-earnings ratioof 22. That’s because many investors are predicting that the economy will nosedive over the next year and see PG as a safe haven. But, as I’ve stated in the past, I believe that the strong employment trend, along with America’s first manufacturing boom in many decades, will prevent the economy from meaningfully sinking.If I’m correct (and so far I have been), then the valuation multiples of PG stock are likely to sink tremendously going forward. Further reducing the attractiveness of PG, its profitability actually fell last quarter, as its operating income dropped to $4.93 billion from $5.02 billion during the same period a year earlier. And in its fiscal 2022, its OI declined to $18.6 billion from $18.7 billion during the prior year.On Oct. 10, Goldman Sachs(NYSE:GS) downgraded the PG stock to neutral from buy, citing valuation. The firm does not believe that PG’s market share is likely to rise going forward.Nike (NKE)Nike(NYSE:NKE) is one of the top Dow stocks to sell.  With consumers spending much more money on experiences, they have less money left over to spend on Nike’s rather expensive footwear. Adding to Nike’s woes, the company relies on China for a significant amount of its revenue. In its fiscal first quarter, Nike’ssales rose only3.6% year-over-year. Given the high-inflation environment, that’s not an impressive increase. Meanwhile, the company’s gross margin sank 2.2 percentage points YOY to 44.3%.And perhaps most importantly, the footwear maker’s inventories soared 44% YOY. While the company blamed the increase on “supply chain” issues, I would not be surprised if weaker-than-expected demand also actually played a significant role in the inventory jump.Expressing caution on NKE stock on Oct. 11, Bank of America (NYSE:BAC)wrote, “We would like to see progress on clearing through the excess inventory and have better visibility on China demand before turning more constructive on the name.” The firm kept a neutral rating on NKE stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9968951294,"gmtCreate":1669108107619,"gmtModify":1676538153200,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9968951294","repostId":"2285386886","repostType":2,"repost":{"id":"2285386886","kind":"news","pubTimestamp":1669104486,"share":"https://ttm.financial/m/news/2285386886?lang=&edition=fundamental","pubTime":"2022-11-22 16:08","market":"us","language":"en","title":"Apple And Taiwan Semiconductor: Let's Ask Buffett","url":"https://stock-news.laohu8.com/highlight/detail?id=2285386886","media":"Seeking Alpha","summary":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his","content":"<html><head></head><body><h2>Summary</h2><ul><li>As a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.</li><li>But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.</li><li>The choice is even more puzzling when viewed under the context of his largest holding, Apple.</li><li>There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.</li><li>However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/511f126f81b7dac4ef1687fe1d622bbe\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"/><span>Jamie McCarthy</span></p><h2>The investment thesis</h2><p>As a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79878ff126c58641fbbd5a5aa3c0b334\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/><span>Source: Dataroma.com</span></p><p>The surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&amp;D yield that is even better than AAPL.</p><p>However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.</p><p>The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.</p><p>In the remainder of this article, I will further analyze the details of these above considerations in more detail.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df9d37af226f63d9047697f699ffa010\" tg-width=\"640\" tg-height=\"527\" referrerpolicy=\"no-referrer\"/><span>Source: The World Bank</span></p><h2>TSM’s valuation advantage</h2><p>First, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.</p><p>To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let&#39;s compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.</p><p>Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&amp;D investments and also superb R&amp;D yield that even surpasses AAPL.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd9101b641f06753dca5fee60c5e18ff\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>TSM’s more consistent and aggressive R&amp;D</h2><p>As detailed in our earlier articles:</p><blockquote><i>We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&amp;D efforts sustainably, and B) the overall efficiency of the R&amp;D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&amp;D expenditures, and B) has demonstrated a consistent R&amp;D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).</i></blockquote><p>And both TSM and AAPL can sustainably fund their new R&amp;D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&amp;D expenses over the past 10 years as a percentage of their total sales. A few key observations:</p><ul><li>TSM has been investing very consistently in R&amp;D efforts, on average about 8.0% of its total sales.</li><li>AAPL&#39;s R&amp;D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it &#34;has nothing to do with how much R&amp;D money” a business put in. Then Cook gradually increased the R&amp;D investments to the current level of around 6.1% since 2018.</li><li>So even at AAPL’s current R&amp;D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&amp;D expenses only fluctuated in a very narrow range over the past 10 years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68ba62925d409c0646d95b62223ef4b9\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/><span>Source: Author</span></p><p>More impressively, TSM’s yield on the R&amp;D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&amp;D expenses. More specifically, the chart quantifies the R&amp;D yield by taking the ratio between profit and R&amp;D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&amp;D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&amp;D cycle. And the key observations are:</p><ul><li>The R&amp;D yield is also consistent for TSM, with an average of $6.75 since 2014.</li><li>AAPL’s picture is a bit more colorful. Its R&amp;D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&amp;D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.</li><li>To provide a broader view, the FAAMG group features an average R&amp;D yield of ~$2.5 in recent years.</li><li>Thus, both AAPL and TSM boast superb R&amp;D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e8c1b1427c0babf39d38ec60269d28\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Both enjoy high ROCE too, but AAPL is in its own category</h2><p>To me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&amp;A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:</p><p>Long-Term Growth Rate = ROCE * RR</p><p>The ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.</p><p>In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.</p><p>So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98b3ddd710705df7ba8e09cb93f9b81a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/><span>Source: Author based on Seeking Alpha data</span></p><h2>Risks and final thought</h2><p>But to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&amp;D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.</p><p>And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></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 And Taiwan Semiconductor: Let's Ask Buffett</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 And Taiwan Semiconductor: Let's Ask Buffett\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-22 16:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4559717-apple-and-taiwan-semiconductor-ask-buffett","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285386886","content_text":"SummaryAs a long-time Buffett cultist, I understand (not to say I am able to anticipate) most of his stock choices.But from time to time, some of his choices still come as a surprise and his recent position in Taiwan Semiconductor is a notable example.The choice is even more puzzling when viewed under the context of his largest holding, Apple.There are certainly positives with Taiwan Semiconductor, that is, even when compared to Apple.However, I see these positives easily overshadowed by the developing tension between them, which produces mutual but asymmetric damage.Jamie McCarthyThe investment thesisAs a long-time Buffett cultist, I feel comfortable saying that I understand most of his investment choices. But occasionally, the grandmaster still manages to make a move that surprises me such as his recent position in TaiwanSemiconductor (NYSE:TSM). To wit, the recent 13F disclosure showed that Buffett opened a sizable position in TSM for the Berkshire Hathaway (BRK.A) (BRK.B) equity portfolio. As you can see from the following chart, his BRK portfolio now holds more than 60.06M shares of TSM with a total worth of over $4.11B. The TSM position is currently the 10thlargest position in the BRK portfolio.Source: Dataroma.comThe surprise comes in several ways. And the more obvious ways (like Buffett’s allergy to tech businesses) have already been discussed by several other SA authors and I won’t further add to it anymore. Here, I want to explore an angle that is less discussed so far. I want to explain why it feels more puzzling to me, that is besides the fact that Buffett added another tech name to his BRK portfolio, when the TSM position is viewed under the context of his largest holding, Apple (NASDAQ:AAPL). There are certainly positives with TSM, that is, even when compared to AAPL. As we will detail in the next section, it is a high-quality stock in its own right. It boasts a large technological lead in its space and an R&D yield that is even better than AAPL.However, I see these positives easily overshadowed by the developing tension between them and also the ongoing deglobalization mega-trend. According to a recentnews report, TSM’s scheduled price raises in 2023 were rejected by AAPL, by far its largest customer. AAPL currently outsources almost all of its processor manufacturing to factories in Taiwan. However, with the U.S. strategic initiatives to push to develop domestic semiconductor foundry capabilities, AAPL (and other U.S. chip players such Advanced Micro Devices (AMD) and NVIDIA (NVDA) too) would be very likely to diversify its chip manufacturing away from TSM. And the damage will be mutual but asymmetric. It is easier for AAPL to find other foundry services to manufacture its chips, and a lot harder for TSM to find such large clients as AAPL.The full impact of such tension and diversification will take time to fully manifest. And TSM’s role as the dominating high-end chipmaker in the world won’t change in the near term. But I see these recent events (such as AAPL’s rejection of the price raises and the recent passing of the CHIPS act) as the turning point. Taking a broader view, I see these events as a logical step, or even an inevitable step, in the deglobalization process – a mega force that has been unfolding for over 10 years as shown in the chart below. The chart illustrates how globalization, measured as the percentage of total exports out of global GDP, has been in decline since its peak in 2008. The percentage has declined from 61% in 2008 to the to 51.6% in 2020. And since 2020, the China-U.S. trade tension, the COVID, and the Russian/Ukraine war have further quickened its pace.In the remainder of this article, I will further analyze the details of these above considerations in more detail.Source: The World BankTSM’s valuation advantageFirst, as mentioned above, there are definitely many positives with TSM even when compared to AAPL. And valuation is an obvious place to start with. As a global leader in the foundry space, it is for sale at a fraction of the overall market and AAPL’s valuation as seen in the chart below.To cite a few examples, TSM’s FY1 PE of 12.8x is almost only 1/2 of AAPL’s 24.2x. Its TTM PE of 13.08x is also about only 1/2 of AAPL’s 24.2x. Considering that these stocks have different leverages and enterprise values (“EV”), let's compare their multiples with leverages adjusted too. As you can see, TSM’s discount is even more dramatic in terms of EV/EBITDA multiples. TSM’s FW EV/EBITDA ratio sits at 7.64x only, less than ½ of AAPL’s 18.18x.Yes, as you will see in the next section, TSM is a high-quality stock in its own right. It boasts a large technological lead in its space, further bolstered by its consistent R&D investments and also superb R&D yield that even surpasses AAPL.Source: Seeking Alpha dataTSM’s more consistent and aggressive R&DAs detailed in our earlier articles:We do not invest in a given tech stock because we have high confidence in a certain product that they are developing in the pipeline. Instead, we feel more comfortable betting on A) the recurring resources available to fund new R&D efforts sustainably, and B) the overall efficiency of the R&D PROCESS. So correspondingly, in the long run, I feel comfortable as long as a tech business can A) sustainably support new R&D expenditures, and B) has demonstrated a consistent R&D yield. I do not feel the need to particularly bet on any one of the new products to be a hit (or a complete failure).And both TSM and AAPL can sustainably fund their new R&D efforts with no problem in the long term, as illustrated in the next chart. It shows their R&D expenses over the past 10 years as a percentage of their total sales. A few key observations:TSM has been investing very consistently in R&D efforts, on average about 8.0% of its total sales.AAPL's R&D expenses have been climbing since Tim Cook took over the company from Jobs. Jobs believed that innovation is not about money and it \"has nothing to do with how much R&D money” a business put in. Then Cook gradually increased the R&D investments to the current level of around 6.1% since 2018.So even at AAPL’s current R&D level, TSM is still outspending AAPL by about 200 basis points. And also note TSM’s consistency: the R&D expenses only fluctuated in a very narrow range over the past 10 years.Source: AuthorMore impressively, TSM’s yield on the R&D investment is also superior to AAPL, which is already at a remarkable level by itself as shown in the next chart. The chart used Buffett’s $1 test on R&D expenses. More specifically, the chart quantifies the R&D yield by taking the ratio between profit and R&D expenditures. Thus, the results show how many dollars of profit are generated per $1 of R&D expenses. In particular, in this chart, my analysis used the operating cash flow (“OPC”) as the profit and also took a 3-year moving average on the OPC to approximate a 3-year R&D cycle. And the key observations are:The R&D yield is also consistent for TSM, with an average of $6.75 since 2014.AAPL’s picture is a bit more colorful. Its R&D yield has been astronomical ($10+ in 2013 and $8+ in 2014 and 2015) thanks to its almost monopoly status in key market segments in those days. Its R&D yield has gradually declined to around ~$4.0 in recent years. And its long-term average was about $5.3.To provide a broader view, the FAAMG group features an average R&D yield of ~$2.5 in recent years.Thus, both AAPL and TSM boast superb R&D yields even when compared to the overachievers in the FAAMG pack, and TSM’s yield is even higher than AAPL by a large gap.Source: Author based on Seeking Alpha dataBoth enjoy high ROCE too, but AAPL is in its own categoryTo me, ROCE (return on capital employed) is the most fundamental profitability metric as detailed in my blog article (with differences compared to ROE and Q&A on the most frequently received questions from our readers). One key reason for its fundamental importance is that the long-term growth rate is governed by ROCE and reinvestment rate (“RR”) in the following simple way:Long-Term Growth Rate = ROCE * RRThe ROCE of TSM and AAPL are shown below for the past 10 years. As you can see, TSM has been maintaining a high ROCE with remarkable consistency here. Its average ROCE has been about 42%. And I cannot overemphasize the consistency – which is a strong indicator of its stable moat. However, AAPL certainly has the upper hand here. Its ROCE is simply a category of its own. It has been hovering around an average of 125% since 2018 after its “declines” from an astronomical (and also unsustainable level in my view) of 200%+ earlier in the decade.In terms of RR, both companies have sustainable capital allocation flexibility thanks to their strong cash generation. All told, my analysis shows that TSM has been maintaining an RR in the range between 7.5% to 10% in recent years, and AAPL about 5% to 7.5%.So even without the trade tensions and deglobalization process aforementioned, I would project AAPL to have a much better perpetual growth curve ahead than TSM. I projected AAPL’s LT growth rate to be up to 10% (7.5% RR * 125% ROCE ~ 10% annual growth rate). And TSM’s growth rate, on the hand, would be limited to be in the mid-single digit range (say 4% = 10% RR * 42% ROCE).Source: Author based on Seeking Alpha dataRisks and final thoughtBut to reiterate, I do see the developing tension between TSM and AAPL and the deglobalization process as the overarching forces here. And I only see the differences in terms of valuation, R&D yields, and profitability to be secondary forces in the years to come. The deglobalization mega-trend has been unfolding since 2008. And I see a series of recent events (such as AAPL’s rejection of TSM’s price raises, the CHIPS act, the ongoing U.S.-China trade frictions, and also the Russian/Ukraine war) to further exacerbate and accelerate the trend. Under such a mega-trend, I see it as inevitable that key chip clients (such as AAPL, AMD, and NVDA) diversify their manufacturing needs away from TSM.And the bottom line is that damage will be mutual but asymmetric the way I see things. It is easier for AAPL to find replacement foundry services but a lot harder for TSM to find replacement clients at the scale of AAPL.This article is written by Envision Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981616752,"gmtCreate":1666490547177,"gmtModify":1676537761233,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Liked","listText":"Liked","text":"Liked","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9981616752","repostId":"2277404196","repostType":2,"repost":{"id":"2277404196","kind":"highlight","pubTimestamp":1666482464,"share":"https://ttm.financial/m/news/2277404196?lang=&edition=fundamental","pubTime":"2022-10-23 07:47","market":"us","language":"en","title":"Elon Musk May Need to Sell $10B Worth of Tesla Stock to Finance Twitter Takeover - Wedbush","url":"https://stock-news.laohu8.com/highlight/detail?id=2277404196","media":"seekingalpha","summary":"The headache for $Tesla(TSLA)$ shareholders stemming from Elon Musk’s bid for $Twitter(TWTR)$ is far from over, according to Wedbush analyst Dan Ives.Ives said that the $44B price tag for the social m","content":"<html><head></head><body><p>The headache for <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> shareholders stemming from Elon Musk’s bid for <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> is far from over, according to Wedbush analyst Dan Ives.</p><p>Ives said that the $44B price tag for the social media player is “simply a train wreck” and about $14B above what he sees as fair value. Indeed, Musk himself said during the automaker’s earnings call on Wednesday that he, and other investors, “are obviously overpaying for Twitter.”</p><p>While Musk has already sold billions worth of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> stock to help fund the deal, the shaky outside financing of the blockbuster deal should have investors in the EV leader apprehensive, according to Ives. In his view, Musk could be forced to make billions more in sales before he can declare “funding secured.”</p><p>“It&#39;s pretty simple, the more investors that bail on this deal, the more money that Musk needs to contribute and therefore sell more Tesla stock,” Ives told clients on Friday. “This continues to be a brutal situation for Tesla investors to bear the burden as we believe Musk might need to sell an additional $5B to $10B range to fund this deal depending on the financing talks this week/weekend.”</p><p>The Delaware Chancery Court recently set October 28 as the hard deadline for the deal to close.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk May Need to Sell $10B Worth of Tesla Stock to Finance Twitter Takeover - Wedbush</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\">\nElon Musk May Need to Sell $10B Worth of Tesla Stock to Finance Twitter Takeover - Wedbush\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-23 07:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3893707-elon-musk-may-need-to-sell-10b-worth-of-tesla-stock-to-finance-twitter-takeover-wedbush><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The headache for Tesla shareholders stemming from Elon Musk’s bid for Twitter is far from over, according to Wedbush analyst Dan Ives.Ives said that the $44B price tag for the social media player is “...</p>\n\n<a href=\"https://seekingalpha.com/news/3893707-elon-musk-may-need-to-sell-10b-worth-of-tesla-stock-to-finance-twitter-takeover-wedbush\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"https://seekingalpha.com/news/3893707-elon-musk-may-need-to-sell-10b-worth-of-tesla-stock-to-finance-twitter-takeover-wedbush","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2277404196","content_text":"The headache for Tesla shareholders stemming from Elon Musk’s bid for Twitter is far from over, according to Wedbush analyst Dan Ives.Ives said that the $44B price tag for the social media player is “simply a train wreck” and about $14B above what he sees as fair value. Indeed, Musk himself said during the automaker’s earnings call on Wednesday that he, and other investors, “are obviously overpaying for Twitter.”While Musk has already sold billions worth of Tesla stock to help fund the deal, the shaky outside financing of the blockbuster deal should have investors in the EV leader apprehensive, according to Ives. In his view, Musk could be forced to make billions more in sales before he can declare “funding secured.”“It's pretty simple, the more investors that bail on this deal, the more money that Musk needs to contribute and therefore sell more Tesla stock,” Ives told clients on Friday. “This continues to be a brutal situation for Tesla investors to bear the burden as we believe Musk might need to sell an additional $5B to $10B range to fund this deal depending on the financing talks this week/weekend.”The Delaware Chancery Court recently set October 28 as the hard deadline for the deal to close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298761248735504,"gmtCreate":1713971669595,"gmtModify":1713971673505,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish Just think in the world of fuel engine cars why people is still going for BMW&nbsp; &amp; Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>Bullish Just think in the world of fuel engine cars why people is still going for BMW&nbsp; &amp; Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.","text":"$Tesla Motors(TSLA)$ Bullish Just think in the world of fuel engine cars why people is still going for BMW & Mercedes for so many years. But not China made cars that are cheaper. So have a tot about EV cars.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/298761248735504","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927958740,"gmtCreate":1672377817980,"gmtModify":1676538681752,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927958740","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927958589,"gmtCreate":1672377801341,"gmtModify":1676538681742,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9927958589","isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958584739,"gmtCreate":1673776117421,"gmtModify":1676538884296,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958584739","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921525469,"gmtCreate":1671095643652,"gmtModify":1676538489276,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"France","listText":"France","text":"France","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9921525469","isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993457228,"gmtCreate":1660721465066,"gmtModify":1676536386814,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993457228","repostId":"2260386325","repostType":2,"repost":{"id":"2260386325","kind":"highlight","pubTimestamp":1660693229,"share":"https://ttm.financial/m/news/2260386325?lang=&edition=fundamental","pubTime":"2022-08-17 07:40","market":"us","language":"en","title":"FuboTV Wraps up 45% Higher As Investor Day Tackles Path to Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2260386325","media":"seekingalpha","summary":"Fubo  came off its highs - at Tuesday's peak, it was up as much as 86% - but still finished the day ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FUBO\">Fubo </a> came off its highs - at Tuesday&#39;s peak, it was up as much as 86% - but still finished the day with a gain of almost 45%, and at its highest close since early April in a session where it held its first investor day.</p><p>The watchword of the company&#39;s various presentations was its plans for a &#34;path to profitability,&#34; which culminated in a late setup from the company&#39;s chief financial officer.</p><p>&#34;We continue to work towards long-term targets of adjusted EBITDA profitability and positive cash flow in 2025, and the Fubo flywheel will help us track towards that goal, as we execute a plan of controlled growth, alongside margin expansion,&#34; said Chief Financial Officer John Janedis.</p><p>Janedis said he expects Fubo&#39;s (FUBO) revenue will more than double between 2022 and 2025, and also pointed the way toward expanding average revenue per user [ARPU] on subscriptions plus ads, adding that churn around the company&#39;s recent price increase was smaller than expected.</p><p>Compounded growth of ARPU in the high single digits yearly is achievable, he said.</p><p>Cash requirements to get the company to positive free cash flow by 2025 are &#34;modest,&#34; Janedis said, and the company will seek less than $100M through debt or equity.</p><p>&#34;When we ultimately decide to raise capital, we expect to maintain optionality and we&#39;ll use the most efficient means possible,&#34; Janedis said, adding that Fubo (FUBO) has no current debt maturities until 2026.</p><p>Also notable on the day was a presentation from Fubo Gaming chief Scott Butera, in the wake of the news that the company would be performing a strategic review of its sportsbook operations.</p><p>&#34;Building and running a national sports book requires significant capital,&#34; Butera said. &#34;There are large startup costs and risk of occasional losses, which also requires capital.&#34;</p><p>Butera said that when Fubo Gaming started, markets were &#34;flush with cash&#34; and investors valued growth over profitability, but today the market is the opposite, thus leading to the strategic review. Still, Butera said that Fubo (FUBO) remains &#34;committed to our strategy of being the first true watch and wager platform.&#34;</p><p>Fubo (FUBO) ended the day at $6.35 a share, while in after-hours trading, Fubo (FUBO) slipped into the red after Janedis spoke about methods of raising more cash. Investors began paying more attention to Fubo (FUBO) last week following reports about how the company might proceed with its sportsbook endeavors.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FuboTV Wraps up 45% Higher As Investor Day Tackles Path to Profit</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\">\nFuboTV Wraps up 45% Higher As Investor Day Tackles Path to Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3873864-fubotv-wraps-up-45-higher-as-investor-day-tackles-path-to-profit><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fubo  came off its highs - at Tuesday's peak, it was up as much as 86% - but still finished the day with a gain of almost 45%, and at its highest close since early April in a session where it held its...</p>\n\n<a href=\"https://seekingalpha.com/news/3873864-fubotv-wraps-up-45-higher-as-investor-day-tackles-path-to-profit\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FUBO":"fuboTV Inc.","BK4524":"宅经济概念","BK4077":"互动媒体与服务","BK4507":"流媒体概念"},"source_url":"https://seekingalpha.com/news/3873864-fubotv-wraps-up-45-higher-as-investor-day-tackles-path-to-profit","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2260386325","content_text":"Fubo  came off its highs - at Tuesday's peak, it was up as much as 86% - but still finished the day with a gain of almost 45%, and at its highest close since early April in a session where it held its first investor day.The watchword of the company's various presentations was its plans for a \"path to profitability,\" which culminated in a late setup from the company's chief financial officer.\"We continue to work towards long-term targets of adjusted EBITDA profitability and positive cash flow in 2025, and the Fubo flywheel will help us track towards that goal, as we execute a plan of controlled growth, alongside margin expansion,\" said Chief Financial Officer John Janedis.Janedis said he expects Fubo's (FUBO) revenue will more than double between 2022 and 2025, and also pointed the way toward expanding average revenue per user [ARPU] on subscriptions plus ads, adding that churn around the company's recent price increase was smaller than expected.Compounded growth of ARPU in the high single digits yearly is achievable, he said.Cash requirements to get the company to positive free cash flow by 2025 are \"modest,\" Janedis said, and the company will seek less than $100M through debt or equity.\"When we ultimately decide to raise capital, we expect to maintain optionality and we'll use the most efficient means possible,\" Janedis said, adding that Fubo (FUBO) has no current debt maturities until 2026.Also notable on the day was a presentation from Fubo Gaming chief Scott Butera, in the wake of the news that the company would be performing a strategic review of its sportsbook operations.\"Building and running a national sports book requires significant capital,\" Butera said. \"There are large startup costs and risk of occasional losses, which also requires capital.\"Butera said that when Fubo Gaming started, markets were \"flush with cash\" and investors valued growth over profitability, but today the market is the opposite, thus leading to the strategic review. Still, Butera said that Fubo (FUBO) remains \"committed to our strategy of being the first true watch and wager platform.\"Fubo (FUBO) ended the day at $6.35 a share, while in after-hours trading, Fubo (FUBO) slipped into the red after Janedis spoke about methods of raising more cash. Investors began paying more attention to Fubo (FUBO) last week following reports about how the company might proceed with its sportsbook endeavors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202082483695704,"gmtCreate":1690369958527,"gmtModify":1690369962887,"author":{"id":"4101346670317910","authorId":"4101346670317910","name":"Blufinn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101346670317910","authorIdStr":"4101346670317910"},"themes":[],"htmlText":"When will be the next bear trend<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"When will be the next bear trend<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"When will be the next bear trend@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/202082483695704","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should know","text":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should know","html":"As an AI investment assistant, I cannot predict market trends or timing, including the occurrence of a bear trend. The stock market is unpredictable, and it's never guaranteed when the next bear trend will occur. It's also important to note that past performance does not guarantee future results. However, it's always advisable to have a proper asset allocation strategy and to diversify your portfolio in preparation for any market conditions that may arise. Reference articles: Tiger Trade 9.0.4: New Features you should 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