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2023-02-08

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Powell Says Further Rate Hikes Needed and Markets Take Heed

2023-01-29

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Meta Earnings Preview: Reels, WhatsApp Gains in Focus; Metaverse Spending Extends

2022-12-13

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After-Hours Movers: Oracle Gains on Eanings, Norwegian Cruise Falls on Downgrade

2023-01-24

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US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce

2022-11-26

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93% of Warren Buffett's Portfolio Is in These 4 Sectors

2022-11-18

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Record Options Trading Shows Jitters Before $2 Trillion "OpEx“

2022-11-15

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Jeff Bezos Says He Will Give Most of His Money to Charity

2022-07-24

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There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?

2021-12-29

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2023-02-02

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Fed's Powell: Don’t Expect a Rate Cut in 2023

2022-12-16

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Wall Street Slumps As Fed Heightens Recession Fears

2022-12-08

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Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss

2022-01-27

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Tesla Earnings and Revenue Beat Estimates

2023-01-09

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Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked

2022-10-14

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Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money

2023-02-06

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2023-01-28

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2023-01-14

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Nasdaq Bear Market: 2 Stocks Down 45% and 82% Poised to Rebound in 2023

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Anyone can advise?","listText":"Hi, is Tiger prediction for bearish and bullish discontinues? Anyone can advise?","text":"Hi, is Tiger prediction for bearish and bullish discontinues? Anyone can advise?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949994897","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940749372,"gmtCreate":1678202072297,"gmtModify":1678202076230,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940749372","repostId":"2317649466","repostType":4,"repost":{"id":"2317649466","pubTimestamp":1678203912,"share":"https://www.laohu8.com/m/news/2317649466?lang=&edition=full","pubTime":"2023-03-07 23:45","market":"us","language":"en","title":"3 AI Stocks With 54% to 675% Upside, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2317649466","media":"Motley Fool","summary":"Based on the high-water price targets of select analysts and Wall Street pundits, these fast-paced AI stocks are poised to skyrocket.","content":"<html><head></head><body><p>No matter how well or poorly the stock market is performing, you can always count on a next-big-thing investment creating a buzz on Wall Street. In 2023, that next-big-thing investment is artificial intelligence (AI).</p><p>AI involves utilizing software, systems, and machines to handle tasks normally overseen by humans. The machine-learning capabilities of AI give the technology broad application and mean its growth potential isn&#39;t confined to any one sector or industry.</p><p>Although estimates vary wildly regarding the rate of AI adoption and eventual market value, Grand View Research foresees substantial growth. A recently released report calls for a blazing compound annual growth rate of 37.3% for the global AI market between 2023 and 2030.</p><p>This potential certainly isn&#39;t lost on Wall Street institutions, analysts, and pundits. According to Wall Street, the following three artificial intelligence stocks possess upside potential (based on issued price targets) of between 54% and 675%.</p><h2>Tesla: Implied upside of 675%</h2><p>The first AI stock that at least one Wall Street pundit believes can skyrocket is electric vehicle (EV) manufacturer <b>Tesla</b>. In a published report, Ark Invest CEO Cathie Wood made the case for Tesla shares to reach $4,600, or $1,533.33 per share after accounting for the 3-for-1 stock split Tesla enacted last August. If eventually achieved, this would represent a 675% upside from where shares ended on March 3.</p><p>Tesla is incorporating AI into its business in a variety of ways. The most obvious is Tesla utilizing AI with the Level 2 full self-driving (FSD) software used in its EVs. While Tesla&#39;s EVs aren&#39;t fully autonomous, they are able to use sensors and machine vision cameras to make split-second decisions based on surrounding vehicles, pedestrians, and obstacles. The data Tesla collects from the hundreds of thousands of its EVs on the road should help the company map out future improvements in both its FSD software and AI-focused FSD chips.</p><p>On an even more futuristic scale, Tesla is venturing into robotics. CEO Elon Musk has opined that Tesla Bot (known officially as Optimus), a robotic humanoid being designed to handle repetitive tasks, could one day be as commonplace in homes as in industrial settings.</p><p>However, Tesla&#39;s AI ambitions are a long way from becoming reality. While Musk has never lacked for far-reaching innovations, delivering on his promises has been nothing short of a struggle. Investors have a tendency to bake Musk&#39;s promises into Tesla&#39;s valuation while ignoring the fact that Musk has punted innovations further down the line on multiple occasions.</p><p>The biggest issue for Tesla is that it&#39;s just a car company. Almost the entirety of its gross profit is reliant on selling EVs and, to a lesser extent, leasing and selling renewable energy credits. The remainder of Tesla&#39;s ventures are low-margin and lose money. Until this changes, Tesla is grossly overvalued as just a car company, and highly unlikely to reach Wood&#39;s moonshot price target.</p><h2>CrowdStrike Holdings: Implied upside of 86%</h2><p>The second AI-driven company that one Wall Street analyst believes could soar over the next year is cybersecurity stock <b>CrowdStrike Holdings</b>. Analyst Trevor Walsh of JMP Securities foresees CrowdStrike reaching $235 per share, which would equate to 86% upside from where the company ended this past week.</p><p>AI is absolutely integral to what CrowdStrike does to protect to end users from various cyber threats. The company&#39;s cloud-native platform, Falcon, leans on AI and machine-learning capabilities to oversee trillions of events each week. Every single event adds to Falcon&#39;s database and makes it more efficient at recognizing and responding to potential threats over time.</p><p>The true test of Falcon&#39;s worth can be seen in CrowdStrike&#39;s quarterly gross retention rate. Even though there are cheaper cybersecurity solutions available for end users, CrowdStrike&#39;s gross retention rate has climbed from 93% to more than 98% between early fiscal 2018 and the end of fiscal 2022. Existing subscribers are willingly paying more for CrowdStrike&#39;s cloud-based software-as-a-service (SaaS) solutions.</p><p>But that&#39;s not all. In addition to staying loyal to CrowdStrike, the company&#39;s 21,146 subscribers have been steadily adding to their initial purchase. More than five years ago, fewer than 1 out of 10 subscribers had purchased four or more cloud-module subscriptions. As of the company&#39;s fiscal third-quarter report for 2023, 60% of its 21,146 clients had purchased at least five cloud-module subscriptions. These add-on sales have pumped the company&#39;s adjusted subscription gross margin to almost 80%.</p><p>As one final note, cybersecurity has effectively become a basic necessity service. Hackers and robots don&#39;t take time off from trying to steal sensitive data just because Wall Street had a bad day. The defensiveness of enterprise-based cybersecurity needs, coupled with a high-margin, subscription-driven operating model, may very well allow CrowdStrike to eventually make a run at JMP Securities&#39; high-water price target.</p><h2><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>: Implied upside of 54%</h2><p>The third artificial intelligence stock set to soar, based on the prognostication of at least one Wall Street analyst, is social media giant <b>Meta Platforms</b>. The company formerly known as Facebook recently had a $285 price target slapped on its shares by analyst Ivan Feinseth of Tigress Financial. If Feinseth is correct, Meta&#39;s stock offers up to 54% upside from where it closed last week.</p><p>There are a number of ways Meta is attempting to utilize AI to improve its existing operations and jump-start new sales channels. A good example would be Meta using machine-learning software and natural language processing to monitor and remove violent, sexually explicit, and hate-filled speech on its platforms.</p><p>Another example occurred this past August, when Meta launched Advantage+, a machine-learning solution designed to help advertisers more effectively reach their audience. Advantage+ helps eliminate the costly and time-consuming manual creation of ads and can automate up to 150 combination ads at once. The result is that businesses can more quickly determine what advertising aspects and price points are hitting home with consumers.</p><p>Although Meta&#39;s AI ambitions also include its Oculus virtual reality device, the company&#39;s operating results show it&#39;s still very much ad dependent. Last year, all but $3 billion of its $116.6 billion in revenue came from advertising.</p><p>Then again, this isn&#39;t a bad thing. Even though ad revenue naturally tapers during economic contractions, the U.S. and global economy spend a disproportionate amount of time expanding. Given that more than half of the world&#39;s adult population visits a Meta-owned social media asset -- Facebook, WhatsApp, Instagram, or Facebook Messenger -- each month, it&#39;s bound to possess strong ad-pricing power more often than not.</p><p>Though it could be some time before AI solutions become a meaningful portion of Meta&#39;s revenue, a $285 price target for such a dominant social media stock is certainly feasible at some point in the future.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 AI Stocks With 54% to 675% Upside, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 AI Stocks With 54% to 675% Upside, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-07 23:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/07/3-ai-stocks-with-54-to-675-upside-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>No matter how well or poorly the stock market is performing, you can always count on a next-big-thing investment creating a buzz on Wall Street. In 2023, that next-big-thing investment is artificial ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/07/3-ai-stocks-with-54-to-675-upside-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","META":"Meta Platforms","TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2023/03/07/3-ai-stocks-with-54-to-675-upside-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317649466","content_text":"No matter how well or poorly the stock market is performing, you can always count on a next-big-thing investment creating a buzz on Wall Street. In 2023, that next-big-thing investment is artificial intelligence (AI).AI involves utilizing software, systems, and machines to handle tasks normally overseen by humans. The machine-learning capabilities of AI give the technology broad application and mean its growth potential isn't confined to any one sector or industry.Although estimates vary wildly regarding the rate of AI adoption and eventual market value, Grand View Research foresees substantial growth. A recently released report calls for a blazing compound annual growth rate of 37.3% for the global AI market between 2023 and 2030.This potential certainly isn't lost on Wall Street institutions, analysts, and pundits. According to Wall Street, the following three artificial intelligence stocks possess upside potential (based on issued price targets) of between 54% and 675%.Tesla: Implied upside of 675%The first AI stock that at least one Wall Street pundit believes can skyrocket is electric vehicle (EV) manufacturer Tesla. In a published report, Ark Invest CEO Cathie Wood made the case for Tesla shares to reach $4,600, or $1,533.33 per share after accounting for the 3-for-1 stock split Tesla enacted last August. If eventually achieved, this would represent a 675% upside from where shares ended on March 3.Tesla is incorporating AI into its business in a variety of ways. The most obvious is Tesla utilizing AI with the Level 2 full self-driving (FSD) software used in its EVs. While Tesla's EVs aren't fully autonomous, they are able to use sensors and machine vision cameras to make split-second decisions based on surrounding vehicles, pedestrians, and obstacles. The data Tesla collects from the hundreds of thousands of its EVs on the road should help the company map out future improvements in both its FSD software and AI-focused FSD chips.On an even more futuristic scale, Tesla is venturing into robotics. CEO Elon Musk has opined that Tesla Bot (known officially as Optimus), a robotic humanoid being designed to handle repetitive tasks, could one day be as commonplace in homes as in industrial settings.However, Tesla's AI ambitions are a long way from becoming reality. While Musk has never lacked for far-reaching innovations, delivering on his promises has been nothing short of a struggle. Investors have a tendency to bake Musk's promises into Tesla's valuation while ignoring the fact that Musk has punted innovations further down the line on multiple occasions.The biggest issue for Tesla is that it's just a car company. Almost the entirety of its gross profit is reliant on selling EVs and, to a lesser extent, leasing and selling renewable energy credits. The remainder of Tesla's ventures are low-margin and lose money. Until this changes, Tesla is grossly overvalued as just a car company, and highly unlikely to reach Wood's moonshot price target.CrowdStrike Holdings: Implied upside of 86%The second AI-driven company that one Wall Street analyst believes could soar over the next year is cybersecurity stock CrowdStrike Holdings. Analyst Trevor Walsh of JMP Securities foresees CrowdStrike reaching $235 per share, which would equate to 86% upside from where the company ended this past week.AI is absolutely integral to what CrowdStrike does to protect to end users from various cyber threats. The company's cloud-native platform, Falcon, leans on AI and machine-learning capabilities to oversee trillions of events each week. Every single event adds to Falcon's database and makes it more efficient at recognizing and responding to potential threats over time.The true test of Falcon's worth can be seen in CrowdStrike's quarterly gross retention rate. Even though there are cheaper cybersecurity solutions available for end users, CrowdStrike's gross retention rate has climbed from 93% to more than 98% between early fiscal 2018 and the end of fiscal 2022. Existing subscribers are willingly paying more for CrowdStrike's cloud-based software-as-a-service (SaaS) solutions.But that's not all. In addition to staying loyal to CrowdStrike, the company's 21,146 subscribers have been steadily adding to their initial purchase. More than five years ago, fewer than 1 out of 10 subscribers had purchased four or more cloud-module subscriptions. As of the company's fiscal third-quarter report for 2023, 60% of its 21,146 clients had purchased at least five cloud-module subscriptions. These add-on sales have pumped the company's adjusted subscription gross margin to almost 80%.As one final note, cybersecurity has effectively become a basic necessity service. Hackers and robots don't take time off from trying to steal sensitive data just because Wall Street had a bad day. The defensiveness of enterprise-based cybersecurity needs, coupled with a high-margin, subscription-driven operating model, may very well allow CrowdStrike to eventually make a run at JMP Securities' high-water price target.Meta Platforms: Implied upside of 54%The third artificial intelligence stock set to soar, based on the prognostication of at least one Wall Street analyst, is social media giant Meta Platforms. The company formerly known as Facebook recently had a $285 price target slapped on its shares by analyst Ivan Feinseth of Tigress Financial. If Feinseth is correct, Meta's stock offers up to 54% upside from where it closed last week.There are a number of ways Meta is attempting to utilize AI to improve its existing operations and jump-start new sales channels. A good example would be Meta using machine-learning software and natural language processing to monitor and remove violent, sexually explicit, and hate-filled speech on its platforms.Another example occurred this past August, when Meta launched Advantage+, a machine-learning solution designed to help advertisers more effectively reach their audience. Advantage+ helps eliminate the costly and time-consuming manual creation of ads and can automate up to 150 combination ads at once. The result is that businesses can more quickly determine what advertising aspects and price points are hitting home with consumers.Although Meta's AI ambitions also include its Oculus virtual reality device, the company's operating results show it's still very much ad dependent. Last year, all but $3 billion of its $116.6 billion in revenue came from advertising.Then again, this isn't a bad thing. Even though ad revenue naturally tapers during economic contractions, the U.S. and global economy spend a disproportionate amount of time expanding. Given that more than half of the world's adult population visits a Meta-owned social media asset -- Facebook, WhatsApp, Instagram, or Facebook Messenger -- each month, it's bound to possess strong ad-pricing power more often than not.Though it could be some time before AI solutions become a meaningful portion of Meta's revenue, a $285 price target for such a dominant social media stock is certainly feasible at some point in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955744401,"gmtCreate":1675809622503,"gmtModify":1675809626839,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955744401","repostId":"1187913650","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955544514,"gmtCreate":1675637368338,"gmtModify":1676539009353,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955544514","repostId":"2309838908","repostType":4,"repost":{"id":"2309838908","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675636738,"share":"https://www.laohu8.com/m/news/2309838908?lang=&edition=full","pubTime":"2023-02-06 06:38","market":"us","language":"en","title":"Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2309838908","media":"Dow Jones","summary":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to ","content":"<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&amp;P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&amp;P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</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>Disney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week</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\">\nDisney, CVS, Uber, Chipotle, PayPal, and More Stocks to Watch This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-06 06:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Fourth-quarter earnings season continues this week, with close to 90 S&amp;P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.</p><p><img src=\"https://static.tigerbbs.com/6b947a0433dc7d03618f471719039d6a\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.</p><p>Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.</p><p><img src=\"https://static.tigerbbs.com/312a56f3beb85478c9f29836e1c5cf52\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.</p><p>Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.</p><p><b>Monday 2/6</b></p><p>Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.</p><p><b>Tuesday 2/7</b></p><p>BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.</p><p><b>The Federal Reserve</b> reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.</p><p><b>Wednesday 2/8</b></p><p>Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.</p><p>CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.</p><p><b>Thursday 2/9</b></p><p>AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&amp;P Global hold conference calls to discuss earnings.</p><p><b>The Department of Labor</b> reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.</p><p><b>Friday 2/10</b></p><p>Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.</p><p><b>The University of Michigan</b> releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4108":"电影和娱乐","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4534":"瑞士信贷持仓","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","BK4196":"保健护理服务","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4536":"外卖概念","BK4524":"宅经济概念","BK4535":"淡马锡持仓","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4527":"明星科技股","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H",".DJI":"道琼斯","DIS":"迪士尼","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","CMG":"墨式烧烤","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","EXPE":"Expedia",".IXIC":"NASDAQ Composite","BK4503":"景林资产持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4551":"寇图资本持仓","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4022":"陆运",".SPX":"S&P 500 Index","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","HLT":"希尔顿酒店","BK4504":"桥水持仓","UBER":"优步","BK4209":"餐馆","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1861217088.USD":"贝莱德金融科技A2","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4554":"元宇宙及AR概念","BK4106":"数据处理与外包服务","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0786609619.USD":"高盛全球千禧一代股票组合Acc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2309838908","content_text":"Fourth-quarter earnings season continues this week, with close to 90 S&P 500 companies scheduled to report. So far, earnings are down about 3% from the same period a year ago, per Refinitiv.Simon Property Group, Take-Two Interactive Software, and Tyson Foods report on Monday, followed by BP, Chipotle Mexican Grill, DuPont,Linde, and Royal Caribbean Group.Walt Disney, CVS Health,and Uber Technologies will publish results on Wednesday, then AbbVie, Expedia Group, Hilton Worldwide Holdings, PayPal Holdings, and Philip Morris International go on Thursday. Honda Motor and Newell Brands will close the week on Friday.It will be a relatively quiet week on the economic-data calendar: The University of Michigan’s Consumer Sentiment Index for February, out on Friday morning, will be the highlight. That’s forecast to come in roughly event with January’s figure, which showed widespread pessimism among consumers.Economists and Federal Reserve watchers will be tuning into a speech from Chairman Jerome Powell at the Economic Club of Washington D.C. on Tuesday. And Tuesday night, President Joe Biden will give the State of the Union address.Monday 2/6Activision Blizzard, Cummins, Idexx Laboratories, ON Semiconductor, Simon Property Group, Take-Two Interactive Software, and Tyson Foods report quarterly results.Tuesday 2/7BP, Carrier Global, Centene, Chipotle Mexican Grill, DuPont, Enphase Energy, Fiserv, Fortinet, Illumina, KKR, Linde, Omnicom Group, Prudential Financial, Royal Caribbean Group, TransDigm Group, Vertex Pharmaceuticals, and Xylem announce earnings.The Federal Reserve reports consumer credit data for December. In November, total consumer debt increased at a seasonally adjusted annual rate of 7.1%, to a record $4.76 trillion. Revolving credit—mostly credit-card debt—jumped 16.9%, as the estimated $2.3 trillion in excess savings that consumers squirrelled away during the pandemic has dwindled to less than $1 trillion.Wednesday 2/8Walt Disney reports first-quarter fiscal-2023 results. Shares plunged 43.9% last year, the company’s worst showing since 1974, as investors valued profitability over growth in Disney’s streaming division.CME Group, CVS Health, Dominion Energy, Eaton, Emerson Electric, Equifax, Equinor, MGM Resorts International, O’Reilly Automotive, TotalEnergies, Uber Technologies, and Yum! Brands release quarterly results.Thursday 2/9AbbVie, AstraZeneca, Duke Energy, Expedia Group, Hilton Worldwide Holdings, Interpublic Group, Kellogg, Motorola Solutions, PayPal Holdings, Philip Morris International, and S&P Global hold conference calls to discuss earnings.The Department of Labor reports initial jobless claims for the week ending on Feb. 4. Claims averaged 191,7500 in January, 26,000 fewer than in December, and remain historically low. Federal Reserve Chairman Jerome Powell, at the FOMC news conference this past week, cited 1.9 job openings for every unemployed person as something that needs to come into better balance. The reported unemployment rate hit a half-century low of 3.4% in January.Friday 2/10Global Payments, Honda Motor, IQVIA Holdings,and Newell Brands report quarterly results.The University of Michigan releases its Consumer Sentiment Index for February. The consensus estimate is for a bearish 65 reading, roughly even with the January figure. Consumers’ expectations for year-ahead inflation was 3.9% in January, the lowest level since April of 2021. The Fed has stated that expectations for inflation play an important role in determining actual inflation. Powell recently said that inflation expectations were “well anchored,” meaning that consumers’ expectations for future inflation aren’t sensitive to current inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955584949,"gmtCreate":1675565481081,"gmtModify":1676539007849,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955584949","repostId":"2308089266","repostType":4,"repost":{"id":"2308089266","pubTimestamp":1675555775,"share":"https://www.laohu8.com/m/news/2308089266?lang=&edition=full","pubTime":"2023-02-05 08:09","market":"us","language":"en","title":"Tesla: Pricing Power At A Fair Value","url":"https://stock-news.laohu8.com/highlight/detail?id=2308089266","media":"Seeking Alpha","summary":"SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existi","content":"<html><head></head><body><h2>Summary</h2><ul><li>The current Tesla, Inc. share price is trading near the intrinsic value of the company.</li><li>Existing margins are solid and indicate stable product lines with pricing power.</li><li>Core technologies are transferable to additional product lines.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66d2917dce2f3a60b38114d0167a3b3b\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Tesla Risks and Returns  Justin Sullivan</span></p><h2>The Value of Software</h2><p>Tesla, Inc. (NASDAQ:TSLA) is not just a car company; it is a technology company. This has been a hot topic of debate, especially since it makes 95% of revenue from selling cars. We need to pull Tesla&#39;s revenue streams apart a little bit to understand why its core offering is software. The Tesla motor&#39;s carbon fiber wrap impresses the mechanical engineer in me, but the software in the Tesla is the game changer.</p><p>I am lucky enough to be a beta tester for Full Self Driving (&#34;FSD&#34;). My Model 3 received FSD Beta in September of 2022, and it is amazing. A few days after I got the upgrade, I let it take me and my son from his soccer game all the way home with no input from me. Although a necessary 3 lane change in 100 meters was less than comfortable, stop lights, signs, and almost everything else was handled well by the system. My background in machine learning and data science gives me a deep appreciation of what the team has accomplished. Still, this is Seeking Alpha, and we should focus on the numbers, more specifically the numbers with dollar signs in front of them.</p><p>Tesla has increased the cost of its Full Self Driving capability from $6,000 in 2019 to $15,000; not bad pricing power for software in beta that isn&#39;t really fully self-driving yet. The take rate on the FSD add-on is now around 14%, however, I believe that shows a purposeful reversion caused by Tesla pricing policies. The chart below shows the FSD take rate since late 2016.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9011064222279def6ac65015c4e6d2f\" tg-width=\"640\" tg-height=\"374\" referrerpolicy=\"no-referrer\"/><span>Teslike Order Tracker</span></p><p>The company began raising prices on the FSD option in Quarter 3 of 2019 and continued until the most recent price increase to $15k at the end of 2022. The take rate is now back down to the level it started at. I don&#39;t believe the increase in price is Tesla giving up, as other authors have argued. I have experienced a massive increase in capabilities and functionality moving from Enhanced Autopilot to FSD. Tesla also has multiple options for leveraging this technology in other products, as can be seen from the application of the FSD algorithms to their humanoid robot, Optimus. The team applied the same Artificial Intelligence techniques used in FSD to create the bot in under a year.</p><p>Tesla products are cool for sure, however, cool products do not make a successful company. Only solid business fundamentals can do that.</p><h2>Long-Term Growth Prospects</h2><p>The following chart shows Tesla compared with the rest of the companies in the S&amp;P 500 (SP500) for context regarding earnings on unleveraged net tangible assets. The blue shaded area here shows the distribution of all other companies in the S&amp;P 500 since 2013. Tesla is way up at the top, above the 85th percentile.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14e5ca37a57e3c4aba44972d5b22df56\" tg-width=\"640\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>Warren Buffett uses unleveraged net tangible assets to decide what he calls the long-term economic prospects of a business. His logic is simple, increasing earnings without major capital requirements is a better business to be in. It takes money to make money, but you want it to take as little money as possible.</p><p>At a Return on Unleveraged Net Tangible Assets of 14.7% Tesla is well above the rest of the S&amp;P 500, which is centered around 6.1%. The recent massive increase shown in the chart above demonstrated pricing power during an economic shock. Other SA authors have pointed out the Tesla has the ability to capitalize on more segments of the value chain than other car companies such as Ford (F) or General Motors (GM). I see this as a positive for the overall business model and demonstrates the pricing power of the product lines rather than a negative on margins. GM and Ford were left watching the dealerships soak up most of the increased margins.</p><p>The chart below shows that Tesla does forecast a decrease in margins until at least February of 2024. The decrease in margins expected reaches a level that normalizes back to long-term trends and still maintains a very healthy 14%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/131986e94678c661b3a9e018da7faf80\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>It is important to understand that this margin prediction is not based on my opinion. It is the result of analyst forecasts from major brokerage houses for both earnings and revenue.</p><h2>Risk Reward Forecast</h2><p>Here we explore risk and reward for TSLA stock over the next two annual earnings cycles.</p><p>The below chart is a prediction of value at risk and potential return of holding Tesla stock. As shown by the blue intrinsic value region in the chart below, Tesla is in the center of its intrinsic value region. The large drop at the end of the 3erd Quarter of 2022 is the result of the decrease in margins shown in the chart above.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/223c1ae44e6103a8a05ce44c339cb4ad\" tg-width=\"640\" tg-height=\"357\" referrerpolicy=\"no-referrer\"/><span>Authors Image from Financial Modeling Prep Data</span></p><p>Tesla now has a value at risk of 52%, while potential returns are only 8%. This 8% is based on the long-term intrinsic value that Tesla has traded at. Long term, the company has solid fundamentals, so as a buy and hold you can do well. The range of predicted values in 2024 is very large, so over the near term Tesla is a momentum and sentiment play. I can&#39;t predict how well a near-term trade will turn out, but the odds are in favor of the long momentum position.</p><p>For an explanation of the risk return forecast, look at this article on <a href=\"https://laohu8.com/S/V\">Visa</a> (V). It also provides a link to a video of the long-term performance of that estimate.</p><p>The algorithms do a pretty good job of predicting long-term price movement, but price will go outside the blue bands. Those bands are only there to show you where the price should be 90% of the time. This forecast, and forecasts for other stocks as well, tend to lag price when it goes down and lead when it goes up. This makes it useful to figure out risk in a stock, but it is less reliable for market timing. I am unaware of any market timing schemes that stand up to robust analysis.</p><h2>Conclusion</h2><p>Tesla, Inc. offers amazing products that have the potential to change the world. The potential and existing value of these products were only briefly explored in this article. The company is using core technologies to explore new markets which may lead to exceptional returns for shareholders. Tesla, Inc. is currently fairly valued based on long-term trading trends and high trading ranges around intrinsic company value. However, Tesla stock is only suitable for those willing to hold on through extreme share price volatility.</p><p><i>This article is written by Alpha Investment Research for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Pricing Power At A Fair Value</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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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\">\nTesla: Pricing Power At A Fair Value\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-05 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existing margins are solid and indicate stable product lines with pricing power.Core technologies are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4084":"特种房地产投资信托","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4574":"无人驾驶","BK4551":"寇图资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2063271972.USD":"富兰克林创新领域基金","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://seekingalpha.com/article/4575203-tesla-pricing-power-at-a-fair-value","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308089266","content_text":"SummaryThe current Tesla, Inc. share price is trading near the intrinsic value of the company.Existing margins are solid and indicate stable product lines with pricing power.Core technologies are transferable to additional product lines.Tesla Risks and Returns  Justin SullivanThe Value of SoftwareTesla, Inc. (NASDAQ:TSLA) is not just a car company; it is a technology company. This has been a hot topic of debate, especially since it makes 95% of revenue from selling cars. We need to pull Tesla's revenue streams apart a little bit to understand why its core offering is software. The Tesla motor's carbon fiber wrap impresses the mechanical engineer in me, but the software in the Tesla is the game changer.I am lucky enough to be a beta tester for Full Self Driving (\"FSD\"). My Model 3 received FSD Beta in September of 2022, and it is amazing. A few days after I got the upgrade, I let it take me and my son from his soccer game all the way home with no input from me. Although a necessary 3 lane change in 100 meters was less than comfortable, stop lights, signs, and almost everything else was handled well by the system. My background in machine learning and data science gives me a deep appreciation of what the team has accomplished. Still, this is Seeking Alpha, and we should focus on the numbers, more specifically the numbers with dollar signs in front of them.Tesla has increased the cost of its Full Self Driving capability from $6,000 in 2019 to $15,000; not bad pricing power for software in beta that isn't really fully self-driving yet. The take rate on the FSD add-on is now around 14%, however, I believe that shows a purposeful reversion caused by Tesla pricing policies. The chart below shows the FSD take rate since late 2016.Teslike Order TrackerThe company began raising prices on the FSD option in Quarter 3 of 2019 and continued until the most recent price increase to $15k at the end of 2022. The take rate is now back down to the level it started at. I don't believe the increase in price is Tesla giving up, as other authors have argued. I have experienced a massive increase in capabilities and functionality moving from Enhanced Autopilot to FSD. Tesla also has multiple options for leveraging this technology in other products, as can be seen from the application of the FSD algorithms to their humanoid robot, Optimus. The team applied the same Artificial Intelligence techniques used in FSD to create the bot in under a year.Tesla products are cool for sure, however, cool products do not make a successful company. Only solid business fundamentals can do that.Long-Term Growth ProspectsThe following chart shows Tesla compared with the rest of the companies in the S&P 500 (SP500) for context regarding earnings on unleveraged net tangible assets. The blue shaded area here shows the distribution of all other companies in the S&P 500 since 2013. Tesla is way up at the top, above the 85th percentile.Authors Image from Financial Modeling Prep DataWarren Buffett uses unleveraged net tangible assets to decide what he calls the long-term economic prospects of a business. His logic is simple, increasing earnings without major capital requirements is a better business to be in. It takes money to make money, but you want it to take as little money as possible.At a Return on Unleveraged Net Tangible Assets of 14.7% Tesla is well above the rest of the S&P 500, which is centered around 6.1%. The recent massive increase shown in the chart above demonstrated pricing power during an economic shock. Other SA authors have pointed out the Tesla has the ability to capitalize on more segments of the value chain than other car companies such as Ford (F) or General Motors (GM). I see this as a positive for the overall business model and demonstrates the pricing power of the product lines rather than a negative on margins. GM and Ford were left watching the dealerships soak up most of the increased margins.The chart below shows that Tesla does forecast a decrease in margins until at least February of 2024. The decrease in margins expected reaches a level that normalizes back to long-term trends and still maintains a very healthy 14%.Authors Image from Financial Modeling Prep DataIt is important to understand that this margin prediction is not based on my opinion. It is the result of analyst forecasts from major brokerage houses for both earnings and revenue.Risk Reward ForecastHere we explore risk and reward for TSLA stock over the next two annual earnings cycles.The below chart is a prediction of value at risk and potential return of holding Tesla stock. As shown by the blue intrinsic value region in the chart below, Tesla is in the center of its intrinsic value region. The large drop at the end of the 3erd Quarter of 2022 is the result of the decrease in margins shown in the chart above.Authors Image from Financial Modeling Prep DataTesla now has a value at risk of 52%, while potential returns are only 8%. This 8% is based on the long-term intrinsic value that Tesla has traded at. Long term, the company has solid fundamentals, so as a buy and hold you can do well. The range of predicted values in 2024 is very large, so over the near term Tesla is a momentum and sentiment play. I can't predict how well a near-term trade will turn out, but the odds are in favor of the long momentum position.For an explanation of the risk return forecast, look at this article on Visa (V). It also provides a link to a video of the long-term performance of that estimate.The algorithms do a pretty good job of predicting long-term price movement, but price will go outside the blue bands. Those bands are only there to show you where the price should be 90% of the time. This forecast, and forecasts for other stocks as well, tend to lag price when it goes down and lead when it goes up. This makes it useful to figure out risk in a stock, but it is less reliable for market timing. I am unaware of any market timing schemes that stand up to robust analysis.ConclusionTesla, Inc. offers amazing products that have the potential to change the world. The potential and existing value of these products were only briefly explored in this article. The company is using core technologies to explore new markets which may lead to exceptional returns for shareholders. Tesla, Inc. is currently fairly valued based on long-term trading trends and high trading ranges around intrinsic company value. However, Tesla stock is only suitable for those willing to hold on through extreme share price volatility.This article is written by Alpha Investment Research for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955255535,"gmtCreate":1675473651227,"gmtModify":1676539005073,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955255535","repostId":"2308620866","repostType":4,"repost":{"id":"2308620866","pubTimestamp":1675473494,"share":"https://www.laohu8.com/m/news/2308620866?lang=&edition=full","pubTime":"2023-02-04 09:18","market":"us","language":"en","title":"3 Passive Income Stocks to Hold For the Next 20 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2308620866","media":"Motley Fool","summary":"If you buy these top stocks today, you can set it and forget it, enjoying the benefits of passive income","content":"<html><head></head><body><p>Last year&#39;s market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as growth stocks plummeted.</p><p>But plan A is really having a mix of safe stocks <i>already</i> in your portfolio to shield it during rough times. The right balance of stocks -- each providing a different benefit -- gives you the potential for growth as well as security. This allows you to relax instead of sweating, or worse, panic selling.</p><p>Plus, passive income is a perk in any market, but you can see its value more clearly when stock prices are dropping and you still receive your check in the mail. Three stocks that are excellent choices now are <b>Coca-Cola</b>, <b>Williams-Sonoma</b>, and <b>Costco Wholesale</b>.</p><h2>1. Coca-Cola: The obvious choice</h2><p>Coca-Cola is renowned for its dividend, and there&#39;s a good reason. The company itself rakes in hoards of cash and has a high payout ratio, retaining enough to spearhead new projects while richly rewarding investors. The payout ratio is typically around 75%, although it exceeded 100% when sales declined at the beginning of the pandemic. Today it&#39;s back below 60% in the current cost-saving environment.</p><p>What&#39;s more, Coca-Cola a Dividend King that has raised its dividend for 60 consecutive years, one of the longest streaks on the market. The shares currently yield 2.9%. It&#39;s usually closer to 3%, but the stock has performed very well recently, and yield moves inversely with stock price.</p><p>As ubiquitous as its red can might seem, Coca-Cola still sees a large addressable market to conquer. The company says it has 14% of the market in developed countries, which represent 20% of the world&#39;s population, and only 6% of the market in developing countries, or the rest of the world.</p><p>Coca-Cola has been posting some of its best performance in a long time since it rebounded from the pandemic. Sales growth had been sagging for a while. Management restructured in 2020, cutting half of its brand portfolio and redesigning its divisions, and sales are picking up momentum. Net revenue increased 10% in the 2022 third quarter, and the company managed to eke out a 14% rise in earnings per share (EPS), although margins were squeezed a little tighter.</p><p>There might be short-term headwinds as the company continues to experience the effect of inflation. But Coca-Cola should continue to grow and generate lots of cash over the next 20 years, and investors could benefit from buying the stock today.</p><h2>2. Williams-Sonoma: The under-the-radar pick</h2><p>Williams-Sonoma has developed from a California-based home goods store to a powerhouse conglomerate encompassing several high-end home brands. It&#39;s not an exciting growth stock, but it&#39;s a resilient one that has soundly outperformed the market over time. It&#39;s a great case of how slow and steady winning the race.</p><p>Investors may not know that Williams-Sonoma is a rare housewares retailer that did not post a single quarter of sales declines since the pandemic began. That continued with the 2022 third quarter, when comparable brand sales increased 8.1%. It also posted an increase in EPS, although operating margin was slightly down compared with last year.</p><p>Management sees an $830 billion addressable market in what it says is a fragmented industry. That piece is important because it&#39;s easier to capture that kind of market share. It has high brand recognition, and its own growth outpaces the overall industry. Although near-term inflation headwinds affect it, it&#39;s also benefiting from tailwinds of a shift to e-commerce that trails other industries. Since it offers a wide omnichannel program, it has a head start in bringing more customers to its digital presence.</p><p>The stock yields 2.2% at the current price, and like Coca-Cola, the payout ratio has decreased in this environment.</p><p>Williams-Sonoma stock doesn&#39;t always get the recognition it deserves, but it&#39;s a great choice for both stock growth and passive income. It&#39;s down 13% over the past year, and now is an excellent time to buy.</p><h2>3. Costco: A (surprising) passive income superstar</h2><p>Costco is a great stock to own for its reliable growth in any kind of economy, but it also offers a compelling dividend. The dividend yields what seems like a paltry 0.5% at the current price, but Costco&#39;s dividend magic is in its special dividend.</p><p>Management has issued this special dividend four times over the past 10 years, and it has ranged in amount from $5 to $10, the latter of which it gave investors in 2020. Management has made many references to issuing it again when the time is right. If the average time of issue is about every two and a half years, that&#39;s coming up in a few months.</p><p>Costco has an enviable cash position fueled by the fees it charges its members, and when that cash adds up, management distributes some extra back to shareholders. Since the beginning of the pandemic straight through the 2022 fiscal fourth quarter, sales growth has been higher than usual, resulting in elevated cash on Costco&#39;s balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2b7ffbaccdf5293dc8fffb165da1887\" tg-width=\"720\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>COST Cash and Equivalents (Quarterly) data by YCharts</span></p><p>Although cash isn&#39;t quite as high as when management issued the last special dividend in 2020, it&#39;s still much higher than the historical average, and it looks like another one could be coming down the pipeline. That makes now a great time to buy, before the next special dividend arrives. Investors can be confident in Costco&#39;s ability to provide passive income for a long time to come.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Passive Income Stocks to Hold For the Next 20 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Passive Income Stocks to Hold For the Next 20 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-04 09:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last year's market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","COST":"好市多","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4155":"大卖场与超市","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","KO":"可口可乐","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0079474960.USD":"联博美国增长基金A","BK4532":"文艺复兴科技持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4177":"软饮料","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0061474960.USD":"天利环球焦点基金AU Acc","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","WSM":"Williams-Sonoma Inc"},"source_url":"https://www.fool.com/investing/2023/02/03/3-passive-income-stocks-to-hold-for-next-20-years/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308620866","content_text":"Last year's market performance underscores the importance of holding safer, less volatile stocks in a well-diversified portfolio. Investors moved their money into such shares throughout the year as growth stocks plummeted.But plan A is really having a mix of safe stocks already in your portfolio to shield it during rough times. The right balance of stocks -- each providing a different benefit -- gives you the potential for growth as well as security. This allows you to relax instead of sweating, or worse, panic selling.Plus, passive income is a perk in any market, but you can see its value more clearly when stock prices are dropping and you still receive your check in the mail. Three stocks that are excellent choices now are Coca-Cola, Williams-Sonoma, and Costco Wholesale.1. Coca-Cola: The obvious choiceCoca-Cola is renowned for its dividend, and there's a good reason. The company itself rakes in hoards of cash and has a high payout ratio, retaining enough to spearhead new projects while richly rewarding investors. The payout ratio is typically around 75%, although it exceeded 100% when sales declined at the beginning of the pandemic. Today it's back below 60% in the current cost-saving environment.What's more, Coca-Cola a Dividend King that has raised its dividend for 60 consecutive years, one of the longest streaks on the market. The shares currently yield 2.9%. It's usually closer to 3%, but the stock has performed very well recently, and yield moves inversely with stock price.As ubiquitous as its red can might seem, Coca-Cola still sees a large addressable market to conquer. The company says it has 14% of the market in developed countries, which represent 20% of the world's population, and only 6% of the market in developing countries, or the rest of the world.Coca-Cola has been posting some of its best performance in a long time since it rebounded from the pandemic. Sales growth had been sagging for a while. Management restructured in 2020, cutting half of its brand portfolio and redesigning its divisions, and sales are picking up momentum. Net revenue increased 10% in the 2022 third quarter, and the company managed to eke out a 14% rise in earnings per share (EPS), although margins were squeezed a little tighter.There might be short-term headwinds as the company continues to experience the effect of inflation. But Coca-Cola should continue to grow and generate lots of cash over the next 20 years, and investors could benefit from buying the stock today.2. Williams-Sonoma: The under-the-radar pickWilliams-Sonoma has developed from a California-based home goods store to a powerhouse conglomerate encompassing several high-end home brands. It's not an exciting growth stock, but it's a resilient one that has soundly outperformed the market over time. It's a great case of how slow and steady winning the race.Investors may not know that Williams-Sonoma is a rare housewares retailer that did not post a single quarter of sales declines since the pandemic began. That continued with the 2022 third quarter, when comparable brand sales increased 8.1%. It also posted an increase in EPS, although operating margin was slightly down compared with last year.Management sees an $830 billion addressable market in what it says is a fragmented industry. That piece is important because it's easier to capture that kind of market share. It has high brand recognition, and its own growth outpaces the overall industry. Although near-term inflation headwinds affect it, it's also benefiting from tailwinds of a shift to e-commerce that trails other industries. Since it offers a wide omnichannel program, it has a head start in bringing more customers to its digital presence.The stock yields 2.2% at the current price, and like Coca-Cola, the payout ratio has decreased in this environment.Williams-Sonoma stock doesn't always get the recognition it deserves, but it's a great choice for both stock growth and passive income. It's down 13% over the past year, and now is an excellent time to buy.3. Costco: A (surprising) passive income superstarCostco is a great stock to own for its reliable growth in any kind of economy, but it also offers a compelling dividend. The dividend yields what seems like a paltry 0.5% at the current price, but Costco's dividend magic is in its special dividend.Management has issued this special dividend four times over the past 10 years, and it has ranged in amount from $5 to $10, the latter of which it gave investors in 2020. Management has made many references to issuing it again when the time is right. If the average time of issue is about every two and a half years, that's coming up in a few months.Costco has an enviable cash position fueled by the fees it charges its members, and when that cash adds up, management distributes some extra back to shareholders. Since the beginning of the pandemic straight through the 2022 fiscal fourth quarter, sales growth has been higher than usual, resulting in elevated cash on Costco's balance sheet.COST Cash and Equivalents (Quarterly) data by YChartsAlthough cash isn't quite as high as when management issued the last special dividend in 2020, it's still much higher than the historical average, and it looks like another one could be coming down the pipeline. That makes now a great time to buy, before the next special dividend arrives. Investors can be confident in Costco's ability to provide passive income for a long time to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955662021,"gmtCreate":1675394116463,"gmtModify":1676538999156,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955662021","repostId":"2308006819","repostType":4,"repost":{"id":"2308006819","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675379793,"share":"https://www.laohu8.com/m/news/2308006819?lang=&edition=full","pubTime":"2023-02-03 07:16","market":"us","language":"en","title":"Amazon Stock Falls As Least Profitable Holiday Quarter Since 2014 Leads to Its Worst Annual Loss on Record","url":"https://stock-news.laohu8.com/highlight/detail?id=2308006819","media":"Dow Jones","summary":"Amazon.com Inc. reported its least profitable holiday quarter since 2014 on Thursday, leading to the","content":"<html><head></head><body><p>Amazon.com Inc. reported its least profitable holiday quarter since 2014 on Thursday, leading to the biggest annual loss on record for the e-commerce giant, which also disappointed Wall Street with its forecast amid concerns about cloud growth.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> reported a holiday profit of $278 million, or 3 cents a share, down from $1.39 a share a year ago. Revenue increased to $149.2 billion from $137.41 billion a year ago. Analysts on average were expecting earnings of 17 cents a share on sales of $145.71 billion, according to FactSet.</p><p>Shares fell more than 3% in after-hours trading immediately following the release of the results, after closing with a 7.4% increase at $112.91.</p><p><img src=\"https://static.tigerbbs.com/464945004faba94e0c5265d40d53e5ee\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/></p><p>&#34;In the short term, we face an uncertain economy, but we remain quite optimistic about the long-term opportunities for Amazon,&#34; Chief Executive Andy Jassy said in a statement.</p><p>Amazon was expected to post a loss for the whole year for the first time since 2014, but worse-than-expected holiday earnings actually led Amazon to the company&#39;s worst annual loss on record. For the year, Amazon produced a net loss of $2.7 billion and revenue of $513.98 billion, up from $469.82 billion a year ago and the company&#39;s first annual sales total to surpass a half-billion dollars. Amazon had never lost more than $1.4 billion in a single year since going public in 1997, according to FactSet records.</p><p>Amazon&#39;s fourth-quarter profit was hindered again by the decline of Rivian Automotive Inc. <a href=\"https://laohu8.com/S/RIVN\">$(RIVN)$</a> stock, which cost Amazon $2.3 billion in net income in the quarter. In addition, Amazon recognized many of the costs of its recently announced layoffs and other cost cuts in fourth-quarter results as well -- a $2.7 billion impairment charge included $640 million in severance charges related to layoffs and $720 million related to closures and impairment of physical stores, Chief Financial Officer Brian Olsavsky said in a call with reporters.</p><p>Amazon&#39;s ability to turn a profit in 2023 amid massive layoffs and other cost cuts will be the focus of Wall Street, and most of that turns on Amazon Web Services, or AWS. The cloud-computing offering has supplied the bulk of Amazon&#39;s profit in recent years, including 2022 -- for the year, AWS had operating profit of $22.84 billion, while the rest of the business produced an operating loss of $10.59 billion.</p><p>But cloud-computing growth has slowed, as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>displayed in its results and forecast last week, and Olsavsky confirmed the slowdown Thursday after AWS results missed expectations. He said that slowness in AWS he mentioned three months ago had continued through the fourth quarter, and while he did not provide any color about what executives were seeing this quarter or forecast beyond the first quarter, he did say he expected &#34;slower growth rates for the next few quarters&#34; for AWS.</p><p>In the fourth quarter, AWS produced operating income of $5.21 billion on revenue of $21.38 billion. Analysts on average were expecting profit of $5.73 billion on sales of $21.85 billion, according to FactSet.</p><p>Any slowdown in AWS would hit Amazon&#39;s bottom line as well as its overall top line, and executives&#39; forecast for the first quarter shows less optimism than Wall Street expected. Amazon&#39;s guidance calls for operating profit of break-even to $4 billion and revenue of $121 billion to $126 billion, while FactSet recorded an average analyst forecast of $4.04 billion in operating profit on sales of $125.09 billion.</p><p>Amazon&#39;s e-commerce business has struggled for growth amid the worst inflation in decades, with Olsavsky saying in a call with reporters that Amazon &#34;saw customers spend less on discretionary items... [while] continuing to spend on everyday essentials.&#34; Amazon recently announced it would start charging for grocery delivery for Prime members, which could increase revenue from sales of fresh food.</p><p>For more: Amazon Fresh to start charging Prime customers up to $10 for grocery deliveries</p><p>Amazon&#39;s domestic e-commerce business posted an operating loss of $240 million on sales of $93.36 billion, after a $206 million loss on sales of $82.36 billion in the holiday quarter of 2021. Olsavsky said cuts in the company&#39;s physical stores and device businesses would improve operating margins in North America.</p><p>Amazon&#39;s international efforts struggled more, with a sales decline and increasing losses, as Olsavsky said the U.K. and other parts of Europe showed slowdowns. Amazon reported an operating loss of $2.23 billion on revenue of $34.46 billion overseas, after a loss of $1.63 billion on sales of $37.27 billion a year ago.</p><p>One bright spot in Amazon&#39;s report was a record quarter for its advertising business, which has grown fast in recent years in a challenge to Alphabet Inc.&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google and other online ad giants. Ads brought in $11.56 billion in the holiday quarter, growing nearly 19% from $9.71 billion a year ago and beating the analysts&#39; consensus.</p><p>Amazon stock has fallen more than 25% over the past 12 months, but has experienced a rebound so far in 2023, gaining more than 33% year to date. The S&amp;P 500 index  has declined 10.2% in the past year while gaining 7.3% since the calendar flipped to 2023.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Stock Falls As Least Profitable Holiday Quarter Since 2014 Leads to Its Worst Annual Loss on Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Stock Falls As Least Profitable Holiday Quarter Since 2014 Leads to Its Worst Annual Loss on Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-03 07:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon.com Inc. reported its least profitable holiday quarter since 2014 on Thursday, leading to the biggest annual loss on record for the e-commerce giant, which also disappointed Wall Street with its forecast amid concerns about cloud growth.</p><p>Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> reported a holiday profit of $278 million, or 3 cents a share, down from $1.39 a share a year ago. Revenue increased to $149.2 billion from $137.41 billion a year ago. Analysts on average were expecting earnings of 17 cents a share on sales of $145.71 billion, according to FactSet.</p><p>Shares fell more than 3% in after-hours trading immediately following the release of the results, after closing with a 7.4% increase at $112.91.</p><p><img src=\"https://static.tigerbbs.com/464945004faba94e0c5265d40d53e5ee\" tg-width=\"833\" tg-height=\"842\" referrerpolicy=\"no-referrer\"/></p><p>&#34;In the short term, we face an uncertain economy, but we remain quite optimistic about the long-term opportunities for Amazon,&#34; Chief Executive Andy Jassy said in a statement.</p><p>Amazon was expected to post a loss for the whole year for the first time since 2014, but worse-than-expected holiday earnings actually led Amazon to the company&#39;s worst annual loss on record. For the year, Amazon produced a net loss of $2.7 billion and revenue of $513.98 billion, up from $469.82 billion a year ago and the company&#39;s first annual sales total to surpass a half-billion dollars. Amazon had never lost more than $1.4 billion in a single year since going public in 1997, according to FactSet records.</p><p>Amazon&#39;s fourth-quarter profit was hindered again by the decline of Rivian Automotive Inc. <a href=\"https://laohu8.com/S/RIVN\">$(RIVN)$</a> stock, which cost Amazon $2.3 billion in net income in the quarter. In addition, Amazon recognized many of the costs of its recently announced layoffs and other cost cuts in fourth-quarter results as well -- a $2.7 billion impairment charge included $640 million in severance charges related to layoffs and $720 million related to closures and impairment of physical stores, Chief Financial Officer Brian Olsavsky said in a call with reporters.</p><p>Amazon&#39;s ability to turn a profit in 2023 amid massive layoffs and other cost cuts will be the focus of Wall Street, and most of that turns on Amazon Web Services, or AWS. The cloud-computing offering has supplied the bulk of Amazon&#39;s profit in recent years, including 2022 -- for the year, AWS had operating profit of $22.84 billion, while the rest of the business produced an operating loss of $10.59 billion.</p><p>But cloud-computing growth has slowed, as Microsoft Corp. <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>displayed in its results and forecast last week, and Olsavsky confirmed the slowdown Thursday after AWS results missed expectations. He said that slowness in AWS he mentioned three months ago had continued through the fourth quarter, and while he did not provide any color about what executives were seeing this quarter or forecast beyond the first quarter, he did say he expected &#34;slower growth rates for the next few quarters&#34; for AWS.</p><p>In the fourth quarter, AWS produced operating income of $5.21 billion on revenue of $21.38 billion. Analysts on average were expecting profit of $5.73 billion on sales of $21.85 billion, according to FactSet.</p><p>Any slowdown in AWS would hit Amazon&#39;s bottom line as well as its overall top line, and executives&#39; forecast for the first quarter shows less optimism than Wall Street expected. Amazon&#39;s guidance calls for operating profit of break-even to $4 billion and revenue of $121 billion to $126 billion, while FactSet recorded an average analyst forecast of $4.04 billion in operating profit on sales of $125.09 billion.</p><p>Amazon&#39;s e-commerce business has struggled for growth amid the worst inflation in decades, with Olsavsky saying in a call with reporters that Amazon &#34;saw customers spend less on discretionary items... [while] continuing to spend on everyday essentials.&#34; Amazon recently announced it would start charging for grocery delivery for Prime members, which could increase revenue from sales of fresh food.</p><p>For more: Amazon Fresh to start charging Prime customers up to $10 for grocery deliveries</p><p>Amazon&#39;s domestic e-commerce business posted an operating loss of $240 million on sales of $93.36 billion, after a $206 million loss on sales of $82.36 billion in the holiday quarter of 2021. Olsavsky said cuts in the company&#39;s physical stores and device businesses would improve operating margins in North America.</p><p>Amazon&#39;s international efforts struggled more, with a sales decline and increasing losses, as Olsavsky said the U.K. and other parts of Europe showed slowdowns. Amazon reported an operating loss of $2.23 billion on revenue of $34.46 billion overseas, after a loss of $1.63 billion on sales of $37.27 billion a year ago.</p><p>One bright spot in Amazon&#39;s report was a record quarter for its advertising business, which has grown fast in recent years in a challenge to Alphabet Inc.&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL) Google and other online ad giants. Ads brought in $11.56 billion in the holiday quarter, growing nearly 19% from $9.71 billion a year ago and beating the analysts&#39; consensus.</p><p>Amazon stock has fallen more than 25% over the past 12 months, but has experienced a rebound so far in 2023, gaining more than 33% year to date. The S&amp;P 500 index  has declined 10.2% in the past year while gaining 7.3% since the calendar flipped to 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4507":"流媒体概念","LU0079474960.USD":"联博美国增长基金A","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4566":"资本集团","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU0109392836.USD":"富兰克林科技股A","BK4538":"云计算","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4122":"互联网与直销零售","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4551":"寇图资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","BK4532":"文艺复兴科技持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2308006819","content_text":"Amazon.com Inc. reported its least profitable holiday quarter since 2014 on Thursday, leading to the biggest annual loss on record for the e-commerce giant, which also disappointed Wall Street with its forecast amid concerns about cloud growth.Amazon $(AMZN)$ reported a holiday profit of $278 million, or 3 cents a share, down from $1.39 a share a year ago. Revenue increased to $149.2 billion from $137.41 billion a year ago. Analysts on average were expecting earnings of 17 cents a share on sales of $145.71 billion, according to FactSet.Shares fell more than 3% in after-hours trading immediately following the release of the results, after closing with a 7.4% increase at $112.91.\"In the short term, we face an uncertain economy, but we remain quite optimistic about the long-term opportunities for Amazon,\" Chief Executive Andy Jassy said in a statement.Amazon was expected to post a loss for the whole year for the first time since 2014, but worse-than-expected holiday earnings actually led Amazon to the company's worst annual loss on record. For the year, Amazon produced a net loss of $2.7 billion and revenue of $513.98 billion, up from $469.82 billion a year ago and the company's first annual sales total to surpass a half-billion dollars. Amazon had never lost more than $1.4 billion in a single year since going public in 1997, according to FactSet records.Amazon's fourth-quarter profit was hindered again by the decline of Rivian Automotive Inc. $(RIVN)$ stock, which cost Amazon $2.3 billion in net income in the quarter. In addition, Amazon recognized many of the costs of its recently announced layoffs and other cost cuts in fourth-quarter results as well -- a $2.7 billion impairment charge included $640 million in severance charges related to layoffs and $720 million related to closures and impairment of physical stores, Chief Financial Officer Brian Olsavsky said in a call with reporters.Amazon's ability to turn a profit in 2023 amid massive layoffs and other cost cuts will be the focus of Wall Street, and most of that turns on Amazon Web Services, or AWS. The cloud-computing offering has supplied the bulk of Amazon's profit in recent years, including 2022 -- for the year, AWS had operating profit of $22.84 billion, while the rest of the business produced an operating loss of $10.59 billion.But cloud-computing growth has slowed, as Microsoft Corp. $(MSFT)$displayed in its results and forecast last week, and Olsavsky confirmed the slowdown Thursday after AWS results missed expectations. He said that slowness in AWS he mentioned three months ago had continued through the fourth quarter, and while he did not provide any color about what executives were seeing this quarter or forecast beyond the first quarter, he did say he expected \"slower growth rates for the next few quarters\" for AWS.In the fourth quarter, AWS produced operating income of $5.21 billion on revenue of $21.38 billion. Analysts on average were expecting profit of $5.73 billion on sales of $21.85 billion, according to FactSet.Any slowdown in AWS would hit Amazon's bottom line as well as its overall top line, and executives' forecast for the first quarter shows less optimism than Wall Street expected. Amazon's guidance calls for operating profit of break-even to $4 billion and revenue of $121 billion to $126 billion, while FactSet recorded an average analyst forecast of $4.04 billion in operating profit on sales of $125.09 billion.Amazon's e-commerce business has struggled for growth amid the worst inflation in decades, with Olsavsky saying in a call with reporters that Amazon \"saw customers spend less on discretionary items... [while] continuing to spend on everyday essentials.\" Amazon recently announced it would start charging for grocery delivery for Prime members, which could increase revenue from sales of fresh food.For more: Amazon Fresh to start charging Prime customers up to $10 for grocery deliveriesAmazon's domestic e-commerce business posted an operating loss of $240 million on sales of $93.36 billion, after a $206 million loss on sales of $82.36 billion in the holiday quarter of 2021. Olsavsky said cuts in the company's physical stores and device businesses would improve operating margins in North America.Amazon's international efforts struggled more, with a sales decline and increasing losses, as Olsavsky said the U.K. and other parts of Europe showed slowdowns. Amazon reported an operating loss of $2.23 billion on revenue of $34.46 billion overseas, after a loss of $1.63 billion on sales of $37.27 billion a year ago.One bright spot in Amazon's report was a record quarter for its advertising business, which has grown fast in recent years in a challenge to Alphabet Inc.'s $(GOOGL)$(GOOGL) Google and other online ad giants. Ads brought in $11.56 billion in the holiday quarter, growing nearly 19% from $9.71 billion a year ago and beating the analysts' consensus.Amazon stock has fallen more than 25% over the past 12 months, but has experienced a rebound so far in 2023, gaining more than 33% year to date. The S&P 500 index  has declined 10.2% in the past year while gaining 7.3% since the calendar flipped to 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955129873,"gmtCreate":1675290816092,"gmtModify":1676538989821,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955129873","repostId":"1199918806","repostType":4,"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955334343,"gmtCreate":1675204578582,"gmtModify":1676538983157,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955334343","repostId":"1192075634","repostType":4,"repost":{"id":"1192075634","pubTimestamp":1675178707,"share":"https://www.laohu8.com/m/news/1192075634?lang=&edition=full","pubTime":"2023-01-31 23:25","market":"us","language":"en","title":"Apple: A Buy Ahead Of Q1 Earnings Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=1192075634","media":"Seekingalpha","summary":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with ID","content":"<html><head></head><body><h3>Summary</h3><ul><li>Apple hardware expected to struggle with iPhone shipments in focus on Q1 &#39;23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 &#39;22.</li><li>We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.</li><li>Our model implies modest upside as we&#39;re limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.</li><li>We don&#39;t expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.</li><li>We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.</li></ul><h3>Apple investment thesis</h3><p>We’re heading into the <a href=\"https://laohu8.com/S/AAPL\">Apple</a> quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.</p><p>Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.</p><p>Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.</p><p>We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.</p><p>We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.</p><h3>Key Apple news items heading into the quarter</h3><p>The recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.</p><p>Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:</p><p>“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple&#39;s revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”</p><p>The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.</p><p>Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.</p><p>We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.</p><p>It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.</p><h3>Data on inventory and channel creates some concern among managers</h3><p>We also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.</p><p><img src=\"https://static.tigerbbs.com/668624a8c0662ca5cfd5278c7e81d653\" tg-width=\"622\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/>Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.</p><p>It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.</p><p>We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.</p><p>It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.</p><p>It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.</p><h3>Financial model notes to consider</h3><p>Keep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.</p><p><img src=\"https://static.tigerbbs.com/0b5f42304627f273b9867b197539746e\" tg-width=\"616\" tg-height=\"347\" referrerpolicy=\"no-referrer\"/>We think upside remains somewhat limited unless there&#39;s something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.</p><p>Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.</p><h3>Our homework points to a better than expected quarter</h3><p>We think, the stock will report a minor beat on earnings and revenue to exit FY &#39;23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.</p><p>In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at &#34;buy&#34; based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.</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>Apple: A Buy Ahead Of Q1 Earnings Announcement</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\">\nApple: A Buy Ahead Of Q1 Earnings Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-31 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat ...</p>\n\n<a href=\"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4573684-apple-stock-upcoming-q1-earnings-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192075634","content_text":"SummaryApple hardware expected to struggle with iPhone shipments in focus on Q1 '23 earnings with IDC survey data suggesting a -15% decline in shipments in Q4 '22.We anticipate Apple to beat expectations, a combination of foreign exchange, inventory burn, and pricing to deliver above consensus figures and survey figures.Our model implies modest upside as we're limited to a $155 price target, but find ourselves recommending the stock given the strength of the business versus peers.We don't expect layoffs to be that significant but a more generous capital return policy in the form of share buybacks could add upside to our price target.We expect gross margins and operating margins to trend higher on the greater contribution of internally sourced components driving the bill of materials lower across the product stack over time.Apple investment thesisWe’re heading into the Apple quarter with mixed indications from analysts and other companies on hardware particularly smartphone shipments heading into Q1 ’23 earnings results. That being said, we anticipate that the Chinese consumer might return even with macro uncertainty tied to the Russian and the Ukrainian War, which has put a drag on Chinese themes throughout the year. Despite the somewhat hazy outlook from the consensus we try our best to piece together some of the more useful points heading into the quarter.Apple is expected to report Q1 ‘23 earnings results on February 2nd, 2023 after the market closes. Apple is expected to report revenue of $121.67 billion and dil. EPS of $1.94 for Q1 ‘23. We think there’s room for surprises on consumer hardware, particularly the iPhone though we’re in the middle of a mid-refresh year, indications from the sell-side suggest that diminished expectations imply a beat on hardware with continued strength in services and software revenue helping to offset the weakness in PC hardware cycle. We want to note that smartphones might be able to escape the malaise in computer hardware given the low correlation to mining hardware trends.Furthermore, we expect AAPL to deliver revenue of $406.15 billion FY ’23 and dil. EPS of $6.53 for FY’ 23, which is higher than consensus at $402.54 billion and dil. EPS of $6.17 admittedly. We expect the company to deliver a beat mostly on better than expected iPhone channel sell-in, above expected contribution from services, and heightened gross margin contribution from using the company’s in-house silicon. We anticipate profitability trends to remain neutral to slightly positive depending on the degree to which AAPL layoffs workers.We value the stock at $155.70, FY’25 estimated $8.29 dil. EPS, which implies an 18.78x forward earnings multiple to FY ‘25 results after factoring a 9.9% discount based on the firm’s WACC. We expect modest upside in the stock of +7.38% mirroring the types of returns a Dow component stock is likely to generate in this environment. An earnings result surprise in the form of better than expected outlook, or above consensus hardware shipments would make us incrementally positive.We also recommend Apple to our readers as a Buy rated stock, though we believe upside is somewhat limited, we also find the stable dividends, growth, and diversification of portfolio sufficient in mitigating the downside argument, and would be one of the better blue chips to accumulate in the event of any recession or growth pullback in the economy.Key Apple news items heading into the quarterThe recent update to the iMac and MacBook Pro or the PC line-up has been much needed given the lagging performance of Intel processors, and the need for differentiated hardware via the M2 Pro and M2 Max chipset. The drop-off in consumer PC shipments, which Intel (INTC) just reported and how much of that decline in shipments was tied to Apple simply moving on from the X86 ecosystem will be disclosed via the earnings release.Foreign exchange could have a positive impact on the quarterly results, at least according to UBS analyst David Vogt:“On January 21st, our estimates do not reflect the strength of four key currencies (EUR, GBP, YEN, and CNY) relative to the US dollar in the December quarter. Based on Apple's revenue mix, the ~10% FX headwind guide for the Dec qtr is too conservative by 400-500bps (4-5 percentage points), mitigating rev and EPS risk ahead of earnings on Feb 2.”The company will reference Chinese shipment results throughout the quarterly earnings call, and we anticipate that the near-term results will be fueled by Chinese sell-through and an improvement in product outlook, or expansion into new categories. We think the Mac refresh was much needed, and efforts to transition the company towards gaming and VR will be helpful in mitigating the negative sentiment tied to hardware this upcoming quarter.Apple layoffs will be another question likely raised by analysts and members of the news media following the announcement of earnings. There could be a minor layoff, perhaps less than 5% of the workforce as Apple doesn’t really need to lean down right now, but given the fact that other companies are opting to shrink workforce in favor of enabling productivity it could give AAPL some added air cover when pertaining to costs. We anticipate that Apple has benefited from being disciplined with its cost structure throughout much of Tim Cook’s tenure as CEO of the company with operating margins in OEM hardware the highest in the segment, and company level operating margin hovering 29%-30% over FY ‘21 and FY ‘22, further drives that point home.We think the weakness in labor force participation tied to Covid-19 has led to different companies employing different policies to bring workers back to the office whether digitally or to the corporate office. Furthermore, company culture, and an emphasis on profitable business units has kept many workers safely employed at AAPL whereas other tech companies are making cuts, but mainly in non-performing business segments, which Apple doesn’t have a non-profit contributing segment to speak of. Even legacy businesses like older accessories are thought to add contribution to profits in the form of on-going services and repair related revenue.It’s also difficult to argue why Apple should reduce its retail footprint when it establishes further verticality in Apple’s distribution aside from its e-commerce channel and is instrumental in generating revenue from service and warranty agreements for hardware. It’s hard to imagine where Apple could make cuts aside from using the usual MBA approach of unloading the bottom 5% of performers at a business, assuming the cuts are made strategically, and the bottom 5% of performers are in areas of the company where cuts could be made.Data on inventory and channel creates some concern among managersWe also expect the data on inventory drain in the channel, or the availability of hardware components to be noteworthy. Analyst sentiment tied to inventory, and the lack of availability in certain markets could cause some anxiety, though the bias is on whether or not Apple was able to deliver enough devices for Q1 ’23, which is the seasonally strong quarter of the year.Heading into the end of the year it seems supplies started to thin as we started to exit the year, though the days of available inventory, or availability tracker suggests that trends are kind of moderating when compared to prior-year according to the analyst who released the survey. Meaning, like much of the hardware data suggests from third-party reports, smartphone shipments are supposed to be bad this year, but the degree to which they’re bad is determined by the amount of phones that exit the inventory channel, and we think Apple did a fairly solid job heading into the close of the year clearing inventory thus pulling as much revenue forward into its Q4 seasonally strong quarter.It’s not clear what analysts will say in response to some inventory clearing to deliver millions of units above consensus. For the most part, we haven’t heard a whole lot of news from other semiconductor names aside from Intel, and given its company-specific weakness, we have to look for the differences in computing sector performance to determine where businesses could outperform.We think smartphones could buck the trend when compared to conventional PC hardware, but with Apple decoupling from x86 hardware, classifying Apple volumes in third-party reports becomes more difficult. The argument favors shareholders, as Apple can sustain higher margin PC shipments while working on IC (integrated circuit) or hardware design level improvements to its M-based architecture for desktop/notebook taking share away from the enthusiast segment of the PC market all while hiding the impact on industry data given the pull into ARM-based silicon for even more advanced graphical applications.It’s why we’re hoping for added clarity on Apple shipments tied to computer hardware as we think the transition towards better hardware drives the arguments for better margins over time, more so than the impending job cuts that do little to drive variable costs lower. The reduction from hardware bill of materials and added control over hardware and software is what differentiates Apple.It’s also worth noting that because Samsung (OTCPK:SSNLF) hasn’t reported earnings at the time of writing this article, we have no idea how well the component side of the business is doing out of Samsung, nor do we know if the decline in shipments was as indicated by the Q4’22 mobile smartphone shipment tracker by IDC. Based on the data from the third-party survey, device shipments for iPhone are supposed to decline by -14.9% for Apple and also -15.6% for Samsung.Financial model notes to considerKeep in mind analyst models embed like 79 million to 82 million iPhone shipments in Q1 ‘23 earnings quarter, which compares to the 85 million shipment figures released in the IDC report. Much of the positives are anticipated in other hardware categories and continued service revenue contribution.We think upside remains somewhat limited unless there's something we haven’t already captured in our model. We anticipate revenue and earnings to swing marginally favorably by 2-3 percentage points on the basis of foreign exchange impact, and because the firm reports on GAAP basis, the FX impact of weaker dollar in the quarter helps with generating a surprise on results.Furthermore, we acknowledge that survey data is mostly above consensus iPhone shipment figures, which means estimates are beatable on survey data alone, and also channel sell-in.Our homework points to a better than expected quarterWe think, the stock will report a minor beat on earnings and revenue to exit FY '23, and we expect gradual operating margin growth through FY ‘25, and estimate a weak environment for sales in FY ‘24 with modest growth of $418 billion FY ‘24 versus consensus revenue estimates $425 billion for FY ‘23. We think estimates might be difficult to meet this upcoming year given the overwhelming negativity heading into this part of the PC cycle, but because Apple operates a separate and independent ecosystem we think the exposure is limited, and Apple can deliver above x86 ecosystem in terms of returns.In terms of blue chip hardware names, Apple likely recovers and generates positive revenue growth of 10%-12% in a major iPhone refresh year, i.e., iPhone 15 paired with stronger macro sentiment from China and less darker skies tied to U.S. macro makes us more optimistic and give us room to revise estimates up in our valuation model. For now, based on the inputs we’re working with, we expect modest upside of 7.38%, and recommend the stock at \"buy\" based on its strong track record of paying dividends, returning capital, and weathering economic storms given diversification of business portfolio and geographic mix along with a stellar balance sheet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955070307,"gmtCreate":1675118015609,"gmtModify":1676538976493,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955070307","repostId":"2307724586","repostType":4,"repost":{"id":"2307724586","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1675092855,"share":"https://www.laohu8.com/m/news/2307724586?lang=&edition=full","pubTime":"2023-01-30 23:34","market":"us","language":"en","title":"The Fed and the Stock Market Are Set for a Showdown This Week, What's at Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2307724586","media":"Dow Jones","summary":"Let's get ready to rumble.The Federal Reserve and investors appear to be locked in what one veteran ","content":"<html><head></head><body><p>Let&#39;s get ready to rumble.</p><p>The Federal Reserve and investors appear to be locked in what one veteran market watcher has described as an epic game of &#34;chicken.&#34; What Fed Chair Jerome Powell says Wednesday could determine the winner.</p><p>Here&#39;s the conflict. Fed policy makers have steadily insisted that the fed-funds rate, now at 4.25% to 4.5%, must rise above 5% and, importantly, stay there as the central bank attempts to bring inflation back to its 2% target. Fed-funds futures, however, show money-market traders aren&#39;t fully convinced the rate will top 5%. Perhaps more galling to Fed officials, traders expect the central bank to deliver cuts by year-end.</p><p>Stock-market investors have also bought into the latter policy &#34;pivot&#34; scenario, fueling a January surge for beaten down technology and growth stocks, which are particularly interest rate-sensitive. Treasury bonds have rallied, pulling down yields across the curve. And the U.S. dollar has weakened.</p><h3>Cruisin&#39; for a bruisin&#39;?</h3><p>To some market watchers, investors now appear way too big for their breeches. They expect Powell to attempt to take them down a peg or two.</p><p>How so? Look for Powell to be &#34;unambiguously hawkish,&#34; when he holds a news conference following the conclusion of the Fed&#39;s two-day policy meeting on Wednesday, said Jose Torres, senior economist at Interactive Brokers, in a phone interview.</p><p>&#34;Hawkish&#34; is market lingo used to describe a central banker sounding tough on inflation and less worried about economic growth.</p><p>In Powell&#39;s case, that would likely mean emphasizing that the labor market remains significantly out of balance, calling for a significant reduction in job openings that will require monetary policy to remain restrictive for a long period, Torres said.</p><p>If Powell sounds sufficiently hawkish, &#34;financial conditions will tighten up quickly,&#34; Torres said, in a phone interview. Treasury yields &#34;would rise, tech would drop and the dollar would rise after a message like that.&#34; If not, then expect the tech and Treasury rally to continue and the dollar to get softer.</p><h3>Hanging loose</h3><p>Indeed, it&#39;s a loosening of financial conditions that&#39;s seen trying Powell&#39;s patience. Looser conditions are represented by a tightening of credit spreads, lower borrowing costs, and higher stock prices that contribute to speculative activity and increased risk taking, which helps fuel inflation. It also helps weaken the dollar, contributes to inflation through higher import costs, Torres said, noting that indexes measuring financial conditions have fallen for 14 straight weeks.</p><p><img src=\"https://static.tigerbbs.com/92aa79f9b392fd7f96231e39f98f7ee5\" tg-width=\"587\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Powell and the Fed have certainly expressed concerns about the potential for loose financial conditions to undercut their inflation-fighting efforts.</p><p>The minutes of the Fed&#39;s December meeting. released in early January, contained this attention-grabbing line: &#34;Participants noted that, because monetary policy worked importantly through financial markets, an unwarranted easing in financial conditions, especially if driven by a misperception by the public of the Committee&#39;s reaction function, would complicate the Committee&#39;s effort to restore price stability.&#34;</p><p>That was taken by some investors as a sign that the Fed wasn&#39;t eager to see a sustained stock market rally and might even be inclined to punish financial markets if conditions loosened too far.</p><p>If that interpretation is correct, it underlines the notion that the Fed &#34;put&#34; -- the central bank&#39;s seemingly longstanding willingness to respond to a plunging market with a loosening of policy -- is largely kaput.</p><p>Meanwhile, the Fed is almost universally expected to deliver a 25 basis point rate increase on Wednesday. That is a downshift from the series of outsize 75 and 50 basis point hikes it delivered over the course of 2022.</p><p>Data showing U.S. inflation continues to slow after peaking at a roughly four-decade high last summer alongside expectations for a much weaker, and potentially recessionary, economy in 2023 have stoked bets the Fed won&#39;t be as aggressive as advertised. But a pickup in gasoline and food prices could make for a bounce in January inflation readings, he said, which would give Powell another cudgel to beat back market expectations for easier policy in future meetings.</p><h3>Jackson Hole redux</h3><p>Torres sees the setup heading into this week&#39;s Fed meeting as similar to the run-up to Powell&#39;s speech at an annual central banking symposium in Jackson Hole, Wyoming, last August, in which he delivered a blunt message that the fight against inflation meant economic pain ahead. That spelled doom for what proved to be another of 2023&#39;s many bear-market rallies, starting a slide that took stocks to their lows for the year in October.</p><p>But some question how frustrated policy makers really are with the current backdrop.</p><p>Sure, financial conditions have loosened in recent weeks, but they remain far tighter than they were a year ago before the Fed embarked on its aggressive tightening campaign, said Kelsey Berro, portfolio manager at J.P. Morgan Asset Management, in a phone interview.</p><p>&#34;So from a holistic perspective, the Fed feels they are getting policy more restrictive,&#34; she said, as evidenced, for example, by the significant rise in mortgage rates over the past year.</p><p>Still, it&#39;s likely the Fed&#39;s message this week will continue to emphasize that the recent slowing in inflation isn&#39;t enough to declare victory and that further hikes are in the pipeline, Berro said.</p><h3>Too soon for a shift</h3><p>For investors and traders, the focus will be on whether Powell continues to emphasize that the biggest risk is the Fed doing too little on the inflation front or shifts to a message that acknowledges the possibility the Fed could overdo it and sink the economy, Berro said.</p><p>She expects Powell to eventually deliver that message, but this week&#39;s news conference is probably too early. The Fed won&#39;t update the so-called dot plot, a compilation of forecasts by individual policy makers, or its staff economic forecasts until its March meeting.</p><p>That could prove to be a disappointment for investors hoping for a decisive showdown this week.</p><p>&#34;Unfortunately, this is the kind of meeting that could end up being anticlimactic,&#34; Berro said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Fed and the Stock Market Are Set for a Showdown This Week, What's at Stake</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\">\nThe Fed and the Stock Market Are Set for a Showdown This Week, What's at Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-30 23:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Let&#39;s get ready to rumble.</p><p>The Federal Reserve and investors appear to be locked in what one veteran market watcher has described as an epic game of &#34;chicken.&#34; What Fed Chair Jerome Powell says Wednesday could determine the winner.</p><p>Here&#39;s the conflict. Fed policy makers have steadily insisted that the fed-funds rate, now at 4.25% to 4.5%, must rise above 5% and, importantly, stay there as the central bank attempts to bring inflation back to its 2% target. Fed-funds futures, however, show money-market traders aren&#39;t fully convinced the rate will top 5%. Perhaps more galling to Fed officials, traders expect the central bank to deliver cuts by year-end.</p><p>Stock-market investors have also bought into the latter policy &#34;pivot&#34; scenario, fueling a January surge for beaten down technology and growth stocks, which are particularly interest rate-sensitive. Treasury bonds have rallied, pulling down yields across the curve. And the U.S. dollar has weakened.</p><h3>Cruisin&#39; for a bruisin&#39;?</h3><p>To some market watchers, investors now appear way too big for their breeches. They expect Powell to attempt to take them down a peg or two.</p><p>How so? Look for Powell to be &#34;unambiguously hawkish,&#34; when he holds a news conference following the conclusion of the Fed&#39;s two-day policy meeting on Wednesday, said Jose Torres, senior economist at Interactive Brokers, in a phone interview.</p><p>&#34;Hawkish&#34; is market lingo used to describe a central banker sounding tough on inflation and less worried about economic growth.</p><p>In Powell&#39;s case, that would likely mean emphasizing that the labor market remains significantly out of balance, calling for a significant reduction in job openings that will require monetary policy to remain restrictive for a long period, Torres said.</p><p>If Powell sounds sufficiently hawkish, &#34;financial conditions will tighten up quickly,&#34; Torres said, in a phone interview. Treasury yields &#34;would rise, tech would drop and the dollar would rise after a message like that.&#34; If not, then expect the tech and Treasury rally to continue and the dollar to get softer.</p><h3>Hanging loose</h3><p>Indeed, it&#39;s a loosening of financial conditions that&#39;s seen trying Powell&#39;s patience. Looser conditions are represented by a tightening of credit spreads, lower borrowing costs, and higher stock prices that contribute to speculative activity and increased risk taking, which helps fuel inflation. It also helps weaken the dollar, contributes to inflation through higher import costs, Torres said, noting that indexes measuring financial conditions have fallen for 14 straight weeks.</p><p><img src=\"https://static.tigerbbs.com/92aa79f9b392fd7f96231e39f98f7ee5\" tg-width=\"587\" tg-height=\"476\" referrerpolicy=\"no-referrer\"/></p><p>Powell and the Fed have certainly expressed concerns about the potential for loose financial conditions to undercut their inflation-fighting efforts.</p><p>The minutes of the Fed&#39;s December meeting. released in early January, contained this attention-grabbing line: &#34;Participants noted that, because monetary policy worked importantly through financial markets, an unwarranted easing in financial conditions, especially if driven by a misperception by the public of the Committee&#39;s reaction function, would complicate the Committee&#39;s effort to restore price stability.&#34;</p><p>That was taken by some investors as a sign that the Fed wasn&#39;t eager to see a sustained stock market rally and might even be inclined to punish financial markets if conditions loosened too far.</p><p>If that interpretation is correct, it underlines the notion that the Fed &#34;put&#34; -- the central bank&#39;s seemingly longstanding willingness to respond to a plunging market with a loosening of policy -- is largely kaput.</p><p>Meanwhile, the Fed is almost universally expected to deliver a 25 basis point rate increase on Wednesday. That is a downshift from the series of outsize 75 and 50 basis point hikes it delivered over the course of 2022.</p><p>Data showing U.S. inflation continues to slow after peaking at a roughly four-decade high last summer alongside expectations for a much weaker, and potentially recessionary, economy in 2023 have stoked bets the Fed won&#39;t be as aggressive as advertised. But a pickup in gasoline and food prices could make for a bounce in January inflation readings, he said, which would give Powell another cudgel to beat back market expectations for easier policy in future meetings.</p><h3>Jackson Hole redux</h3><p>Torres sees the setup heading into this week&#39;s Fed meeting as similar to the run-up to Powell&#39;s speech at an annual central banking symposium in Jackson Hole, Wyoming, last August, in which he delivered a blunt message that the fight against inflation meant economic pain ahead. That spelled doom for what proved to be another of 2023&#39;s many bear-market rallies, starting a slide that took stocks to their lows for the year in October.</p><p>But some question how frustrated policy makers really are with the current backdrop.</p><p>Sure, financial conditions have loosened in recent weeks, but they remain far tighter than they were a year ago before the Fed embarked on its aggressive tightening campaign, said Kelsey Berro, portfolio manager at J.P. Morgan Asset Management, in a phone interview.</p><p>&#34;So from a holistic perspective, the Fed feels they are getting policy more restrictive,&#34; she said, as evidenced, for example, by the significant rise in mortgage rates over the past year.</p><p>Still, it&#39;s likely the Fed&#39;s message this week will continue to emphasize that the recent slowing in inflation isn&#39;t enough to declare victory and that further hikes are in the pipeline, Berro said.</p><h3>Too soon for a shift</h3><p>For investors and traders, the focus will be on whether Powell continues to emphasize that the biggest risk is the Fed doing too little on the inflation front or shifts to a message that acknowledges the possibility the Fed could overdo it and sink the economy, Berro said.</p><p>She expects Powell to eventually deliver that message, but this week&#39;s news conference is probably too early. The Fed won&#39;t update the so-called dot plot, a compilation of forecasts by individual policy makers, or its staff economic forecasts until its March meeting.</p><p>That could prove to be a disappointment for investors hoping for a decisive showdown this week.</p><p>&#34;Unfortunately, this is the kind of meeting that could end up being anticlimactic,&#34; Berro said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2307724586","content_text":"Let's get ready to rumble.The Federal Reserve and investors appear to be locked in what one veteran market watcher has described as an epic game of \"chicken.\" What Fed Chair Jerome Powell says Wednesday could determine the winner.Here's the conflict. Fed policy makers have steadily insisted that the fed-funds rate, now at 4.25% to 4.5%, must rise above 5% and, importantly, stay there as the central bank attempts to bring inflation back to its 2% target. Fed-funds futures, however, show money-market traders aren't fully convinced the rate will top 5%. Perhaps more galling to Fed officials, traders expect the central bank to deliver cuts by year-end.Stock-market investors have also bought into the latter policy \"pivot\" scenario, fueling a January surge for beaten down technology and growth stocks, which are particularly interest rate-sensitive. Treasury bonds have rallied, pulling down yields across the curve. And the U.S. dollar has weakened.Cruisin' for a bruisin'?To some market watchers, investors now appear way too big for their breeches. They expect Powell to attempt to take them down a peg or two.How so? Look for Powell to be \"unambiguously hawkish,\" when he holds a news conference following the conclusion of the Fed's two-day policy meeting on Wednesday, said Jose Torres, senior economist at Interactive Brokers, in a phone interview.\"Hawkish\" is market lingo used to describe a central banker sounding tough on inflation and less worried about economic growth.In Powell's case, that would likely mean emphasizing that the labor market remains significantly out of balance, calling for a significant reduction in job openings that will require monetary policy to remain restrictive for a long period, Torres said.If Powell sounds sufficiently hawkish, \"financial conditions will tighten up quickly,\" Torres said, in a phone interview. Treasury yields \"would rise, tech would drop and the dollar would rise after a message like that.\" If not, then expect the tech and Treasury rally to continue and the dollar to get softer.Hanging looseIndeed, it's a loosening of financial conditions that's seen trying Powell's patience. Looser conditions are represented by a tightening of credit spreads, lower borrowing costs, and higher stock prices that contribute to speculative activity and increased risk taking, which helps fuel inflation. It also helps weaken the dollar, contributes to inflation through higher import costs, Torres said, noting that indexes measuring financial conditions have fallen for 14 straight weeks.Powell and the Fed have certainly expressed concerns about the potential for loose financial conditions to undercut their inflation-fighting efforts.The minutes of the Fed's December meeting. released in early January, contained this attention-grabbing line: \"Participants noted that, because monetary policy worked importantly through financial markets, an unwarranted easing in financial conditions, especially if driven by a misperception by the public of the Committee's reaction function, would complicate the Committee's effort to restore price stability.\"That was taken by some investors as a sign that the Fed wasn't eager to see a sustained stock market rally and might even be inclined to punish financial markets if conditions loosened too far.If that interpretation is correct, it underlines the notion that the Fed \"put\" -- the central bank's seemingly longstanding willingness to respond to a plunging market with a loosening of policy -- is largely kaput.Meanwhile, the Fed is almost universally expected to deliver a 25 basis point rate increase on Wednesday. That is a downshift from the series of outsize 75 and 50 basis point hikes it delivered over the course of 2022.Data showing U.S. inflation continues to slow after peaking at a roughly four-decade high last summer alongside expectations for a much weaker, and potentially recessionary, economy in 2023 have stoked bets the Fed won't be as aggressive as advertised. But a pickup in gasoline and food prices could make for a bounce in January inflation readings, he said, which would give Powell another cudgel to beat back market expectations for easier policy in future meetings.Jackson Hole reduxTorres sees the setup heading into this week's Fed meeting as similar to the run-up to Powell's speech at an annual central banking symposium in Jackson Hole, Wyoming, last August, in which he delivered a blunt message that the fight against inflation meant economic pain ahead. That spelled doom for what proved to be another of 2023's many bear-market rallies, starting a slide that took stocks to their lows for the year in October.But some question how frustrated policy makers really are with the current backdrop.Sure, financial conditions have loosened in recent weeks, but they remain far tighter than they were a year ago before the Fed embarked on its aggressive tightening campaign, said Kelsey Berro, portfolio manager at J.P. Morgan Asset Management, in a phone interview.\"So from a holistic perspective, the Fed feels they are getting policy more restrictive,\" she said, as evidenced, for example, by the significant rise in mortgage rates over the past year.Still, it's likely the Fed's message this week will continue to emphasize that the recent slowing in inflation isn't enough to declare victory and that further hikes are in the pipeline, Berro said.Too soon for a shiftFor investors and traders, the focus will be on whether Powell continues to emphasize that the biggest risk is the Fed doing too little on the inflation front or shifts to a message that acknowledges the possibility the Fed could overdo it and sink the economy, Berro said.She expects Powell to eventually deliver that message, but this week's news conference is probably too early. The Fed won't update the so-called dot plot, a compilation of forecasts by individual policy makers, or its staff economic forecasts until its March meeting.That could prove to be a disappointment for investors hoping for a decisive showdown this week.\"Unfortunately, this is the kind of meeting that could end up being anticlimactic,\" Berro said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952727639,"gmtCreate":1675032629121,"gmtModify":1676538970356,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952727639","repostId":"1114231100","repostType":4,"repost":{"id":"1114231100","pubTimestamp":1674955140,"share":"https://www.laohu8.com/m/news/1114231100?lang=&edition=full","pubTime":"2023-01-29 09:19","market":"us","language":"en","title":"Bull Market Beckons China Stock Traders as Consumption Revs Up","url":"https://stock-news.laohu8.com/highlight/detail?id=1114231100","media":"Bloomberg","summary":"Travel and box office data show recovery in consumer spendingBeneficiaries include hotels, restauran","content":"<html><head></head><body><ul><li>Travel and box office data show recovery in consumer spending</li><li>Beneficiaries include hotels, restaurants and tour operators</li></ul><p><img src=\"https://static.tigerbbs.com/310a96734b46a9e316b43664d9dd99be\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>A four-week rally in Chinese equities is set to culminate in a bull market when trading resumes Monday, as a rebound in consumption galvanizes the shares.</p><p>The CSI 300 Index may extend its 19% rise from an October low when traders return after a week-long Lunar New Year break, with travel and box office data signaling that consumer spending is on the mend. Hotel operators and restaurant chains will benefit, as well as travel firms and entertainment-related names.</p><p>A sustained uptrend may dispel anylingering doubtthat the worst is over for Chinese equities, after previous rebounds were cut short by surging Covid cases. The rollback of virus curbs and a policy pivot by Beijing have won over Wall Street banks such as Morgan Stanley which expects China’s equities tobeat global peersin 2023.</p><p>The gains are likely to “sustain as the economic recovery will continue throughout 2023 and investor positioning has yet to be replenished after the capitulation sale last fall,” said Redmond Wong, strategist at Saxo Capital Markets HK Ltd. The rally in the first half will be underpinned by easing US inflation, a potential pause in Federal Reserve tightening and a better-than-expected European economy, he added.</p><p><img src=\"https://static.tigerbbs.com/4cb09e0046bf9915e52aafe04e8b6cbb\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>The CSI 300 Index has climbed almost 20% since the reopening rally began in November, lagging a 57% gain in the Hang Seng China Enterprises Index, which tracks Chinese stocks listed in Hong Kong. The return of overseas buyers has been a key driver for onshore equities, with northbound inflows capping the longest daily streak through Jan. 20 since May 2020.</p><p>Mainland shares could get a further boost when Stock Connect flows resume on Monday, according to Marvin Chen, an analyst at Bloomberg Intelligence.</p><p>“There may be some catch-up gains,” said Chen. “Holiday spending has recovered somewhat and there is maybe some carry over from global market sentiment as the rate hike cycle approaches the end.”</p><h2>Spending Spree</h2><p>The upswing is fueled by optimism that China’s outlook is improving afterdatafrom December industrial output to retail sales highlighted the economy’s resilience. Earlier this month, Vice Premier Liu He said growth will likelyreboundto its pre-pandemic trend this year.</p><p>Spending patterns during the Lunar New Year break are reinforcing the optimism. Travelers swarmed China’sscenic destinationsduring the holiday, box office sales rose andbookingsof hotels, guest houses and tourist spots exceeded the comparable period in 2019.</p><p>In tandem, movie-related stocks such asIMAX China Holding Inc.andMaoyan Entertainmentjumped in Hong Kong when trading resumed in the city on Thursday. Sports apparel maker Li Ning Co. and hotpot chain Haidilao International Holding Ltd. also rallied.</p><p>Other assets have also climbed, with the offshore yuan on track to rise for a third straight month amid bullish calls from the likes of Goldman Sachs Group Inc., Commerzbank AG and HSBC Holdings Plc.</p><p><img src=\"https://static.tigerbbs.com/eb44579b3950f6e80ca736495f24b82b\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Still, some investors caution that a new wave of virus cases may cloud the outlook.</p><p>“We would like to see Covid infections quickly fall in China after what is likely to be an increase in cases caused by Chinese New Year travel, clearing the way for more robust economic growth,” said Kristina Hooper, chief global market strategist at Invesco Ltd.</p><h2>More Stimulus</h2><p>But in the near term, demand for Chinese equities may hold up as traders ready for more pro-growth policies to be announced at annual political meetings in March, according to Steven Leung, executive director at UOB Kay Hian (Hong Kong) Ltd.</p><p>The MSCI China Index, which includes both onshore and offshore shares, trades at 10.4 times forward price-to-earnings ratio. That’s still lower than the historical average of 11.6 times.</p><p>“You can argue that the market is a bit expensive now after a sharp rally, but I don’t think all the good news has been fully priced in yet, especially on the regulation front,” Leung said.</p></body></html>","source":"lsy1584095487587","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>Bull Market Beckons China Stock Traders as Consumption Revs Up</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\">\nBull Market Beckons China Stock Traders as Consumption Revs Up\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-29 09:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-29/bull-market-beckons-china-stock-traders-as-consumption-revs-up?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Travel and box office data show recovery in consumer spendingBeneficiaries include hotels, restaurants and tour operatorsA four-week rally in Chinese equities is set to culminate in a bull market when...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-29/bull-market-beckons-china-stock-traders-as-consumption-revs-up?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2023-01-29/bull-market-beckons-china-stock-traders-as-consumption-revs-up?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114231100","content_text":"Travel and box office data show recovery in consumer spendingBeneficiaries include hotels, restaurants and tour operatorsA four-week rally in Chinese equities is set to culminate in a bull market when trading resumes Monday, as a rebound in consumption galvanizes the shares.The CSI 300 Index may extend its 19% rise from an October low when traders return after a week-long Lunar New Year break, with travel and box office data signaling that consumer spending is on the mend. Hotel operators and restaurant chains will benefit, as well as travel firms and entertainment-related names.A sustained uptrend may dispel anylingering doubtthat the worst is over for Chinese equities, after previous rebounds were cut short by surging Covid cases. The rollback of virus curbs and a policy pivot by Beijing have won over Wall Street banks such as Morgan Stanley which expects China’s equities tobeat global peersin 2023.The gains are likely to “sustain as the economic recovery will continue throughout 2023 and investor positioning has yet to be replenished after the capitulation sale last fall,” said Redmond Wong, strategist at Saxo Capital Markets HK Ltd. The rally in the first half will be underpinned by easing US inflation, a potential pause in Federal Reserve tightening and a better-than-expected European economy, he added.The CSI 300 Index has climbed almost 20% since the reopening rally began in November, lagging a 57% gain in the Hang Seng China Enterprises Index, which tracks Chinese stocks listed in Hong Kong. The return of overseas buyers has been a key driver for onshore equities, with northbound inflows capping the longest daily streak through Jan. 20 since May 2020.Mainland shares could get a further boost when Stock Connect flows resume on Monday, according to Marvin Chen, an analyst at Bloomberg Intelligence.“There may be some catch-up gains,” said Chen. “Holiday spending has recovered somewhat and there is maybe some carry over from global market sentiment as the rate hike cycle approaches the end.”Spending SpreeThe upswing is fueled by optimism that China’s outlook is improving afterdatafrom December industrial output to retail sales highlighted the economy’s resilience. Earlier this month, Vice Premier Liu He said growth will likelyreboundto its pre-pandemic trend this year.Spending patterns during the Lunar New Year break are reinforcing the optimism. Travelers swarmed China’sscenic destinationsduring the holiday, box office sales rose andbookingsof hotels, guest houses and tourist spots exceeded the comparable period in 2019.In tandem, movie-related stocks such asIMAX China Holding Inc.andMaoyan Entertainmentjumped in Hong Kong when trading resumed in the city on Thursday. Sports apparel maker Li Ning Co. and hotpot chain Haidilao International Holding Ltd. also rallied.Other assets have also climbed, with the offshore yuan on track to rise for a third straight month amid bullish calls from the likes of Goldman Sachs Group Inc., Commerzbank AG and HSBC Holdings Plc.Still, some investors caution that a new wave of virus cases may cloud the outlook.“We would like to see Covid infections quickly fall in China after what is likely to be an increase in cases caused by Chinese New Year travel, clearing the way for more robust economic growth,” said Kristina Hooper, chief global market strategist at Invesco Ltd.More StimulusBut in the near term, demand for Chinese equities may hold up as traders ready for more pro-growth policies to be announced at annual political meetings in March, according to Steven Leung, executive director at UOB Kay Hian (Hong Kong) Ltd.The MSCI China Index, which includes both onshore and offshore shares, trades at 10.4 times forward price-to-earnings ratio. That’s still lower than the historical average of 11.6 times.“You can argue that the market is a bit expensive now after a sharp rally, but I don’t think all the good news has been fully priced in yet, especially on the regulation front,” Leung said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952791257,"gmtCreate":1674950396479,"gmtModify":1676538967196,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952791257","repostId":"1163548032","repostType":4,"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952491802,"gmtCreate":1674867233406,"gmtModify":1676538963142,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952491802","repostId":"2306402121","repostType":4,"repost":{"id":"2306402121","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674860579,"share":"https://www.laohu8.com/m/news/2306402121?lang=&edition=full","pubTime":"2023-01-28 07:02","market":"us","language":"en","title":"Wall Street Ends Higher, Notches Weekly Gains As Fed Meeting Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=2306402121","media":"Reuters","summary":"PCE: inflation cools along with consumer spendingAmerican Express, Visa climb higher on solid demand","content":"<html><head></head><body><ul><li>PCE: inflation cools along with consumer spending</li><li>American Express, Visa climb higher on solid demand</li><li>Chevron falls after missing profit estimates</li><li>Indexes up: Dow 0.08%, S&amp;P 0.25%, Nasdaq 0.95%</li></ul><p>Wall Street gained ground on Friday, marking the end of an rocky week in which economic data and corporate earnings guidance hinted at softening demand but also economic resiliency ahead of next week&#39;s Federal Reserve monetary policy meeting.</p><p>All three major U.S. stock indexes ended the session green, with the Nasdaq, powered by megacap momentum stocks, enjoying the biggest gain.</p><p>From last Friday&#39;s close, the S&amp;P and the Dow posted their third weekly gains in four, while the tech-laden Nasdaq notched its fourth straight weekly advance.</p><p>So far in the early weeks of 2023, the Nasdaq has jumped 11%, while the S&amp;P 500 and the Dow have gained 6% and 2.5%, respectively.</p><p>&#34;It&#39;s a nice end to another solid week of what&#39;s shaping up to be a historically strong month,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;It&#39;s a realization that inflation continues to come down quickly and that is alleviating a lot of worries regarding the economy.&#34;</p><p>The Commerce Department&#39;s hotly anticipated personal consumption expenditures (PCE) report arrived largely in line with consensus, showing softening demand and cooling inflation - which is exactly what the Federal Reserve&#39;s restrictive interest rate hikes are intended to accomplish.</p><p>&#34;(The PCE report) is another building block to the inflation data we’ve been seeing recently,&#34; Detrick added. &#34;Supply chains continue to open up and improve, opening the door for the Fed to end its aggressive rate hiking cycle.&#34;</p><p>Fed Chair Jerome Powell has clearly stated that the central bank&#39;s battle against decades-high inflation is far from over, however. Financial markets still believe the central bank will hike the Fed funds target rate by another 25 basis points at the conclusion of next week&#39;s policy meeting.</p><p>Fourth-quarter earnings season is running on all cylinders, with 143 of the companies in the S&amp;P 500 having reported. Of those, 67.8% have beaten Street expectations, slightly better than the 66% long-term average, but well below the 76% beat rate over the past four quarters, according to Refinitiv.</p><p>Analysts now see aggregate S&amp;P 500 earnings falling 2.9% year-on-year, compared with the milder 1.6% annual drop seen on Jan. 1, per Refinitiv.</p><p>The Dow Jones Industrial Average(.DJI)rose 28.67 points, or 0.08%, to 33,978.08, the S&amp;P 500(.SPX)gained 10.13 points, or 0.25%, to 4,070.56 and the Nasdaq Composite(.IXIC)added 109.30 points, or 0.95%, to 11,621.71.</p><p>Among the 11 major sectors of the S&amp;P 500, consumer discretionary(.SPLRCD)led the percentage gainers, while energy(.SPNY)suffered the largest percentage loss, down 2%.</p><p>Shares of Intel Corp(INTC.O)plunged 6.4% after the chipmaker provideddismal earnings projections.</p><p>Chevron Corp(CVX.N)posted record 2022 profit, but its fourth quarter earningsfell short of expectations, dragging the stock down 4.4%.</p><p>Rival payment companies American Express Co(AXP.N)and Visa Inc(V.N)reported consensus-beating results, easing worries of waning consumer demand. There shares jumped 10.5% and 3.0%, respectively.</p><p>Next week, in addition to the Fed meeting and January employment data, a string of high profile earnings reports are on tap, notably from Apple Inc(AAPL.O), Amazon.com(AMZN.O), Alphabet Inc(GOOGL.O)and Meta Platforms(META.O), among others.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.40-to-1 ratio; on Nasdaq, a 1.34-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 94 new highs and 32 new lows.</p><p>Volume on U.S. exchanges was 11.88 billion shares, compared with the 11.10 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Higher, Notches Weekly Gains As Fed Meeting Looms</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Ends Higher, Notches Weekly Gains As Fed Meeting Looms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-28 07:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>PCE: inflation cools along with consumer spending</li><li>American Express, Visa climb higher on solid demand</li><li>Chevron falls after missing profit estimates</li><li>Indexes up: Dow 0.08%, S&amp;P 0.25%, Nasdaq 0.95%</li></ul><p>Wall Street gained ground on Friday, marking the end of an rocky week in which economic data and corporate earnings guidance hinted at softening demand but also economic resiliency ahead of next week&#39;s Federal Reserve monetary policy meeting.</p><p>All three major U.S. stock indexes ended the session green, with the Nasdaq, powered by megacap momentum stocks, enjoying the biggest gain.</p><p>From last Friday&#39;s close, the S&amp;P and the Dow posted their third weekly gains in four, while the tech-laden Nasdaq notched its fourth straight weekly advance.</p><p>So far in the early weeks of 2023, the Nasdaq has jumped 11%, while the S&amp;P 500 and the Dow have gained 6% and 2.5%, respectively.</p><p>&#34;It&#39;s a nice end to another solid week of what&#39;s shaping up to be a historically strong month,&#34; said Ryan Detrick, chief market strategist at Carson Group in Omaha. &#34;It&#39;s a realization that inflation continues to come down quickly and that is alleviating a lot of worries regarding the economy.&#34;</p><p>The Commerce Department&#39;s hotly anticipated personal consumption expenditures (PCE) report arrived largely in line with consensus, showing softening demand and cooling inflation - which is exactly what the Federal Reserve&#39;s restrictive interest rate hikes are intended to accomplish.</p><p>&#34;(The PCE report) is another building block to the inflation data we’ve been seeing recently,&#34; Detrick added. &#34;Supply chains continue to open up and improve, opening the door for the Fed to end its aggressive rate hiking cycle.&#34;</p><p>Fed Chair Jerome Powell has clearly stated that the central bank&#39;s battle against decades-high inflation is far from over, however. Financial markets still believe the central bank will hike the Fed funds target rate by another 25 basis points at the conclusion of next week&#39;s policy meeting.</p><p>Fourth-quarter earnings season is running on all cylinders, with 143 of the companies in the S&amp;P 500 having reported. Of those, 67.8% have beaten Street expectations, slightly better than the 66% long-term average, but well below the 76% beat rate over the past four quarters, according to Refinitiv.</p><p>Analysts now see aggregate S&amp;P 500 earnings falling 2.9% year-on-year, compared with the milder 1.6% annual drop seen on Jan. 1, per Refinitiv.</p><p>The Dow Jones Industrial Average(.DJI)rose 28.67 points, or 0.08%, to 33,978.08, the S&amp;P 500(.SPX)gained 10.13 points, or 0.25%, to 4,070.56 and the Nasdaq Composite(.IXIC)added 109.30 points, or 0.95%, to 11,621.71.</p><p>Among the 11 major sectors of the S&amp;P 500, consumer discretionary(.SPLRCD)led the percentage gainers, while energy(.SPNY)suffered the largest percentage loss, down 2%.</p><p>Shares of Intel Corp(INTC.O)plunged 6.4% after the chipmaker provideddismal earnings projections.</p><p>Chevron Corp(CVX.N)posted record 2022 profit, but its fourth quarter earningsfell short of expectations, dragging the stock down 4.4%.</p><p>Rival payment companies American Express Co(AXP.N)and Visa Inc(V.N)reported consensus-beating results, easing worries of waning consumer demand. There shares jumped 10.5% and 3.0%, respectively.</p><p>Next week, in addition to the Fed meeting and January employment data, a string of high profile earnings reports are on tap, notably from Apple Inc(AAPL.O), Amazon.com(AMZN.O), Alphabet Inc(GOOGL.O)and Meta Platforms(META.O), among others.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 1.40-to-1 ratio; on Nasdaq, a 1.34-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 94 new highs and 32 new lows.</p><p>Volume on U.S. exchanges was 11.88 billion shares, compared with the 11.10 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF",".IXIC":"NASDAQ Composite","BK4554":"元宇宙及AR概念","IVV":"标普500指数ETF","OEX":"标普100","BK4515":"5G概念",".SPX":"S&P 500 Index","LABP":"Landos Biopharma, Inc.","SPXU":"三倍做空标普500ETF","LHDX":"Lucira Health, Inc.","BK4585":"ETF&股票定投概念","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","UDOW":"道指三倍做多ETF-ProShares","BK4007":"制药","SPY":"标普500ETF","CGEM":"Cullinan Therapeutics","BK4196":"保健护理服务","UPRO":"三倍做多标普500ETF","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","BK4082":"医疗保健设备","DJX":"1/100道琼斯","BK4535":"淡马锡持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4141":"半导体产品","DDM":"道指两倍做多ETF","SANA":"Sana Biotechnology, Inc.","APR":"Apria, Inc.","DOG":"道指反向ETF","SH":"标普500反向ETF","DXD":"道指两倍做空ETF","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","SSO":"两倍做多标普500ETF","SDOW":"道指三倍做空ETF-ProShares","BK4529":"IDC概念","SDS":"两倍做空标普500ETF",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306402121","content_text":"PCE: inflation cools along with consumer spendingAmerican Express, Visa climb higher on solid demandChevron falls after missing profit estimatesIndexes up: Dow 0.08%, S&P 0.25%, Nasdaq 0.95%Wall Street gained ground on Friday, marking the end of an rocky week in which economic data and corporate earnings guidance hinted at softening demand but also economic resiliency ahead of next week's Federal Reserve monetary policy meeting.All three major U.S. stock indexes ended the session green, with the Nasdaq, powered by megacap momentum stocks, enjoying the biggest gain.From last Friday's close, the S&P and the Dow posted their third weekly gains in four, while the tech-laden Nasdaq notched its fourth straight weekly advance.So far in the early weeks of 2023, the Nasdaq has jumped 11%, while the S&P 500 and the Dow have gained 6% and 2.5%, respectively.\"It's a nice end to another solid week of what's shaping up to be a historically strong month,\" said Ryan Detrick, chief market strategist at Carson Group in Omaha. \"It's a realization that inflation continues to come down quickly and that is alleviating a lot of worries regarding the economy.\"The Commerce Department's hotly anticipated personal consumption expenditures (PCE) report arrived largely in line with consensus, showing softening demand and cooling inflation - which is exactly what the Federal Reserve's restrictive interest rate hikes are intended to accomplish.\"(The PCE report) is another building block to the inflation data we’ve been seeing recently,\" Detrick added. \"Supply chains continue to open up and improve, opening the door for the Fed to end its aggressive rate hiking cycle.\"Fed Chair Jerome Powell has clearly stated that the central bank's battle against decades-high inflation is far from over, however. Financial markets still believe the central bank will hike the Fed funds target rate by another 25 basis points at the conclusion of next week's policy meeting.Fourth-quarter earnings season is running on all cylinders, with 143 of the companies in the S&P 500 having reported. Of those, 67.8% have beaten Street expectations, slightly better than the 66% long-term average, but well below the 76% beat rate over the past four quarters, according to Refinitiv.Analysts now see aggregate S&P 500 earnings falling 2.9% year-on-year, compared with the milder 1.6% annual drop seen on Jan. 1, per Refinitiv.The Dow Jones Industrial Average(.DJI)rose 28.67 points, or 0.08%, to 33,978.08, the S&P 500(.SPX)gained 10.13 points, or 0.25%, to 4,070.56 and the Nasdaq Composite(.IXIC)added 109.30 points, or 0.95%, to 11,621.71.Among the 11 major sectors of the S&P 500, consumer discretionary(.SPLRCD)led the percentage gainers, while energy(.SPNY)suffered the largest percentage loss, down 2%.Shares of Intel Corp(INTC.O)plunged 6.4% after the chipmaker provideddismal earnings projections.Chevron Corp(CVX.N)posted record 2022 profit, but its fourth quarter earningsfell short of expectations, dragging the stock down 4.4%.Rival payment companies American Express Co(AXP.N)and Visa Inc(V.N)reported consensus-beating results, easing worries of waning consumer demand. There shares jumped 10.5% and 3.0%, respectively.Next week, in addition to the Fed meeting and January employment data, a string of high profile earnings reports are on tap, notably from Apple Inc(AAPL.O), Amazon.com(AMZN.O), Alphabet Inc(GOOGL.O)and Meta Platforms(META.O), among others.Advancing issues outnumbered declining ones on the NYSE by a 1.40-to-1 ratio; on Nasdaq, a 1.34-to-1 ratio favored advancers.The S&P 500 posted 15 new 52-week highs and no new lows; the Nasdaq Composite recorded 94 new highs and 32 new lows.Volume on U.S. exchanges was 11.88 billion shares, compared with the 11.10 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952222254,"gmtCreate":1674772369678,"gmtModify":1676538957543,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952222254","repostId":"2306109367","repostType":4,"repost":{"id":"2306109367","pubTimestamp":1674746806,"share":"https://www.laohu8.com/m/news/2306109367?lang=&edition=full","pubTime":"2023-01-26 23:26","market":"us","language":"en","title":"5 Exceptional Dividend Stocks Yielding 5% (or More) to Buy Hand Over Fist","url":"https://stock-news.laohu8.com/highlight/detail?id=2306109367","media":"Motley Fool","summary":"These companies offer attractive dividends that should keep rising in the future.","content":"<html><head></head><body><p>Some companies do an exceptional job at paying dividends. They deliver an above-average income stream to their investors that they consistently grow.</p><p>Five high-yielding dividend stocks with exceptional growth track records are <b>Blackstone</b>, <b>Enterprise Products Partners</b>, <b>ONEOK</b>, <b>Verizon</b>, and <b>W. P. Carey</b>. They all offer attractive dividends yielding more than 5% (well above the <b>S&amp;P 500&#39;</b>s 1.7% dividend yield) that they should be able to continue growing in the future. That combination of income and growth makes them great dividend stocks to buy hand over fist these days.</p><h2>Trending higher</h2><p>Blackstone offers investors an innovative dividend. The leading alternative asset manager returns the bulk of its earnings to investors each quarter through share repurchases and dividends. That means its dividend payments fluctuate from quarter to quarter. Over the last 12 months, Blackstone&#39;s total dividend outlay has given it a 5.6% dividend yield at its recent price.</p><p>While Blackstone&#39;s dividend varies each quarter, it has grown significantly over the years:</p><p><img src=\"https://static.tigerbbs.com/a38f396e6844dd5471b6d3c72fcf5599\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>Data source: Blackstone. Chart by the author.</p><p>That payout should keep growing in the future. Investors continue to pour capital into alternative investments. The company sees a massive and largely untapped market to bring alternative investment products to high-net-worth investors. That should drive continued growth in its fee-related earnings, providing Blackstone with more money to pay dividends.</p><h2>The fuel to continue growing</h2><p>Enterprise Products Partners currently offers a monster yield at 7.5%. The energy master limited partnership (MLP) supports its big-time payout with stable cash flow and a top-notch financial profile. Its diversified energy midstream business produces steady earnings backed by long-term contracts and government-regulated rate structures. Meanwhile, it pays out a conservative portion of its cash flow from operations (56%) to support its distribution. Enterprise also has a top-tier balance sheet.</p><p>That strong financial profile allows the company to fund expansion projects and acquisitions. It currently has $5.5 billion of organic expansions under construction and more in development. Those projects give it lots of visibility into its growth. Because of all these factors, Enterprise Products Partners should be able to continue increasing its distribution. It has grown its payout by 5.4% over the past year and given investors a raise for 24 straight years.</p><h2>Cashing on its completed expansion phase</h2><p>ONEOK has delivered dividend stability for more than 25 years. While the pipeline company hasn&#39;t increased its payment every year, it has grown at a 13% compound annual rate since 2000. The company offers an attractive yield that&#39;s currently around 5.5%.</p><p>ONEOK should be able to continue growing its payout in the future. The company has significant earnings power from the $5 billion of expansion projects it has placed into service in recent years. They position it to capitalize on growing volumes as oil and gas producers increase their output in the future. With minimal capital needs following that major expansion phase and a solid balance sheet, ONEOK should have the free cash flow to grow its already sizable payout.</p><h2>Sector-leading consistency</h2><p>Verizon generates a tremendous amount of cash. The telecom giant produced a prodigious $37.1 billion cash flow from operations last year. This money funded its $23.1 billion in capital expenditures (including building out its 5G network) and $10.8 billion in dividend payments, with $3.3 billion to spare. That enabled the company to reduce debt and maintain a strong investment-grade balance sheet.</p><p>Verizon&#39;s robust cash flow enables the company to pay an attractive dividend (it currently yields 6.5%) that it steadily increases. The company gave its investors a modest raise last September, marking its 16th straight year of increasing the payout. That&#39;s the longest current streak in the U.S. telecom sector.</p><h2>Positioned to continue growing</h2><p>W. P. Carey has also consistently increased its payout, which yields an attractive 5.1% right now. The diversified REIT has given its investors a raise at least once each year since its initial public offering in 1998. That steady growth should continue.</p><p>The REIT is currently getting a big boost from inflation-escalation clauses in its leases. They should help drive above-average rent growth into 2024. In addition, the company has a strong investment-grade balance sheet (it recently received a rating upgrade, showcasing its financial strength), giving it the flexibility to continue acquiring income-producing real estate. W. P. Carey invested $1.42 billion on new properties last year and entered 2023 with a strong deal pipeline of over $500 million of opportunities.</p><h2>Top-notch dividend stocks</h2><p>Blackstone, Enterprise Products Partners, ONEOK, Verizon, and W. P. Carey are exceptional dividend stocks. They all have a long history of growing their dividends. They should be able to continue increasing their above-average payouts in the future. That positions them to produce attractive total returns, making them great income stocks to buy right now.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Exceptional Dividend Stocks Yielding 5% (or More) to Buy Hand Over Fist</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\">\n5 Exceptional Dividend Stocks Yielding 5% (or More) to Buy Hand Over Fist\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-26 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/25/5-exceptional-dividend-stocks-yielding-5-or-more-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some companies do an exceptional job at paying dividends. They deliver an above-average income stream to their investors that they consistently grow.Five high-yielding dividend stocks with exceptional...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/25/5-exceptional-dividend-stocks-yielding-5-or-more-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VZ":"威瑞森","BX":"黑石","OKE":"欧尼克（万欧卡）","WPC":"W. P. Carey Inc","EPD":"Enterprise Products Partners L.P"},"source_url":"https://www.fool.com/investing/2023/01/25/5-exceptional-dividend-stocks-yielding-5-or-more-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2306109367","content_text":"Some companies do an exceptional job at paying dividends. They deliver an above-average income stream to their investors that they consistently grow.Five high-yielding dividend stocks with exceptional growth track records are Blackstone, Enterprise Products Partners, ONEOK, Verizon, and W. P. Carey. They all offer attractive dividends yielding more than 5% (well above the S&P 500's 1.7% dividend yield) that they should be able to continue growing in the future. That combination of income and growth makes them great dividend stocks to buy hand over fist these days.Trending higherBlackstone offers investors an innovative dividend. The leading alternative asset manager returns the bulk of its earnings to investors each quarter through share repurchases and dividends. That means its dividend payments fluctuate from quarter to quarter. Over the last 12 months, Blackstone's total dividend outlay has given it a 5.6% dividend yield at its recent price.While Blackstone's dividend varies each quarter, it has grown significantly over the years:Data source: Blackstone. Chart by the author.That payout should keep growing in the future. Investors continue to pour capital into alternative investments. The company sees a massive and largely untapped market to bring alternative investment products to high-net-worth investors. That should drive continued growth in its fee-related earnings, providing Blackstone with more money to pay dividends.The fuel to continue growingEnterprise Products Partners currently offers a monster yield at 7.5%. The energy master limited partnership (MLP) supports its big-time payout with stable cash flow and a top-notch financial profile. Its diversified energy midstream business produces steady earnings backed by long-term contracts and government-regulated rate structures. Meanwhile, it pays out a conservative portion of its cash flow from operations (56%) to support its distribution. Enterprise also has a top-tier balance sheet.That strong financial profile allows the company to fund expansion projects and acquisitions. It currently has $5.5 billion of organic expansions under construction and more in development. Those projects give it lots of visibility into its growth. Because of all these factors, Enterprise Products Partners should be able to continue increasing its distribution. It has grown its payout by 5.4% over the past year and given investors a raise for 24 straight years.Cashing on its completed expansion phaseONEOK has delivered dividend stability for more than 25 years. While the pipeline company hasn't increased its payment every year, it has grown at a 13% compound annual rate since 2000. The company offers an attractive yield that's currently around 5.5%.ONEOK should be able to continue growing its payout in the future. The company has significant earnings power from the $5 billion of expansion projects it has placed into service in recent years. They position it to capitalize on growing volumes as oil and gas producers increase their output in the future. With minimal capital needs following that major expansion phase and a solid balance sheet, ONEOK should have the free cash flow to grow its already sizable payout.Sector-leading consistencyVerizon generates a tremendous amount of cash. The telecom giant produced a prodigious $37.1 billion cash flow from operations last year. This money funded its $23.1 billion in capital expenditures (including building out its 5G network) and $10.8 billion in dividend payments, with $3.3 billion to spare. That enabled the company to reduce debt and maintain a strong investment-grade balance sheet.Verizon's robust cash flow enables the company to pay an attractive dividend (it currently yields 6.5%) that it steadily increases. The company gave its investors a modest raise last September, marking its 16th straight year of increasing the payout. That's the longest current streak in the U.S. telecom sector.Positioned to continue growingW. P. Carey has also consistently increased its payout, which yields an attractive 5.1% right now. The diversified REIT has given its investors a raise at least once each year since its initial public offering in 1998. That steady growth should continue.The REIT is currently getting a big boost from inflation-escalation clauses in its leases. They should help drive above-average rent growth into 2024. In addition, the company has a strong investment-grade balance sheet (it recently received a rating upgrade, showcasing its financial strength), giving it the flexibility to continue acquiring income-producing real estate. W. P. Carey invested $1.42 billion on new properties last year and entered 2023 with a strong deal pipeline of over $500 million of opportunities.Top-notch dividend stocksBlackstone, Enterprise Products Partners, ONEOK, Verizon, and W. P. Carey are exceptional dividend stocks. They all have a long history of growing their dividends. They should be able to continue increasing their above-average payouts in the future. That positions them to produce attractive total returns, making them great income stocks to buy right now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952634106,"gmtCreate":1674685683905,"gmtModify":1676538952366,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952634106","repostId":"1186406653","repostType":4,"repost":{"id":"1186406653","pubTimestamp":1674660486,"share":"https://www.laohu8.com/m/news/1186406653?lang=&edition=full","pubTime":"2023-01-25 23:28","market":"us","language":"en","title":"The Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1186406653","media":"Seeking Alpha","summary":"SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pres","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Heavily shorted stocks are gaining momentum at the start of the year.</li><li>Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.</li><li>The article includes a list of the most heavily shorted stocks along with 5 of our picks to buy now.</li></ul><p>The stock market has staged an impressive rally to start the year, with the S&amp;P 500 (SPY) up 5% already in 2023, and even 15% from its low point back in October. The setup here is based on an improving economic outlook as inflationary pressures dissipate with significant implications for everything from corporate margins to consumer sentiment, and the next steps in monetary policy.</p><p>Whether the Fed has one or two more rate hikes up its sleeve, it&#39;s clear the end of the uber-hawkish messaging is now on the horizon. The reality is that the macro backdrop is significantly improved compared to the first half of last year defined by extreme uncertainty.</p><p>The VIX is near a 1-year low while credit spreads have narrowed as important signals of stabilizing financial conditions. I can also bring up the U.S. Dollar sharply reversing its strength in recent months which was a major headwind for markets in 2022. Putting it all together, there may be more upside for stocks and risk assets as the narrative slowly comes around.</p><p><img src=\"https://static.tigerbbs.com/5a74ddd924a41c0b2be24ffb3b201e3a\" tg-width=\"635\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p><b>Short Squeeze Stocks</b></p><p>The thesis in my recent article described a possible catalyst for the next leg higher in stocks, which could see bears and doom-and-gloomers quietly throwing in the towel on predictions for the most apocalyptic economic scenarios.</p><p>Anyone that was counting on the December CPI to accelerate higher or recent labor market figures to suggest a collapsing economy as a reason for stocks to make a &#34;big crash lower&#34; is on the wrong side of the trade right now. Here are my words from last week:</p><blockquote><i>The &#34;pain trade&#34; is up. Beaten-down names and high-growth stocks, in particular, may present the best opportunities as they reprice into an improving outlook. A market-wide short squeeze which is simply shorts covering their trades could end up surprising a lot of people.</i></blockquote><p>Today I&#39;m going a step further by presenting not only the most heavily shorted stocks but also five of my top picks from the group poised for a short squeeze. We&#39;re only considering stocks with a current market cap above $250 million.</p><p><img src=\"https://static.tigerbbs.com/ad0203d3f1342f97dc70c39c5bf76c0e\" tg-width=\"640\" tg-height=\"812\" referrerpolicy=\"no-referrer\"/></p><p>source: data by y Charts/ table author</p><p>First, some of the key observations from the list include several distressed companies and names that have faced particular challenges over the past year. This makes sense as short sellers are often attracted to companies with weak operating or financial trends by expecting shares to trade lower.</p><p>A high-short interest can also imply there is some underlying skepticism of a company&#39;s business model over the long run. Many biotech firms fall into this category, sometimes dependent on a drug still in development that may or may not ever reach the market.</p><p>For much of 2022, that strategy worked as the average heavily shorted stock on the list is down by 32% over the past year. On the other hand, the recent strength is telling with that same group also up on average 20% year to date as an indication of more positive momentum.</p><p>Carvana Co (CVNA) with over 86% of its float (referring to the proportion of shares available for trading by the public and not held by insiders), or 51% of common shares outstanding, reported short is the most heavily shorted stock in the market right now. This is a company where its online used-car sales platform got caught up with essentially overpriced inventory even as demand slowed compared to skewed pandemic dynamics. The company faces a real risk of bankruptcy and it&#39;s not a stock I can recommend.</p><p>That&#39;s also the case with Bed Bath &amp; Beyond Inc (BBBY) where its brick-and-mortar retail model has been facing extinction for many years even before the pandemic. While it&#39;s unclear if the company willsurvive a restructuring, it&#39;s not a name we have much faith in for the long run. The downfall of BBBY can be traced to its lack of significant e-commerce presence and otherwise domination by Amazon.com Inc (AMZN).</p><p><img src=\"https://static.tigerbbs.com/f5326a1270a5f7c7deb4b29b5a5b5f29\" tg-width=\"640\" tg-height=\"812\" referrerpolicy=\"no-referrer\"/></p><p>source: data by yCharts/ table author</p><p>In terms of stocks that have been gaining thus far in 2023, the main factor at play beyond the high-beta component is a view that there&#39;s a new path to deliver better-than-expected financial results. Wayfair Inc (W) appears to be in the middle of a real short squeeze with shares more than doubling from their low, gaining momentum following an announcement of job cuts and a profitability target. In many ways, Wayfair has delivered a blueprint for other stocks to follow into more bullish momentum.</p><p>Another key theme from the list above is the impressive rally in crypto-related stocks. The price of Bitcoin (BTC-USD) has climbed by more than 40% from the low which is giving many sector names like Coinbase Global Inc (COIN), MicroStrategy Inc (MSTR), and bitcoin miners like Marathon Digital Holdings Inc (MARA) orRiot PlatformsInc (RIOT) among others a new life. We&#39;re bullish on Bitcoin and the short-squeeze dynamic with bears chasing positions higher in crypto is part of the rally now.</p><p><img src=\"https://static.tigerbbs.com/d3cd98acd784144fd4c21df725576288\" tg-width=\"640\" tg-height=\"707\" referrerpolicy=\"no-referrer\"/></p><p>source: y Charts (performance through 1/23/2023)</p><p><b>5 Short Squeeze Ideas</b></p><p>The short squeeze ideas I like have a combination of not only a high short interest but also a fundamental angle with room for a more sustained turnaround to fundamentals, and surprising expectations to the upside. In the context of a broader positive market outlook through a sustained economic recovery compared to the headwinds in 2022, that proverbial rising tide can lift all the boats and heavily shorted stocks can lead higher.</p><p>1. EVgo Inc (EVGO)</p><ul><li>Market Capitalization: $1.4B</li><li>Percent of Shares Float Outstanding Short: 36%</li><li>FY 2024 Consensus Revenue Growth: 206%</li><li>2023 Consensus Earnings Growth: (negative EPS)</li></ul><p>A global theme this year is the significant growth of electric vehicles on the road, including from manufacturers other than Tesla Inc (TSLA). Data shows nearly 6% of all vehicles sold in the U.S. in Q3 were electric, up from just 2% in 2020, with many new models launching from brands like Ford Motor Co (F), and General Motors (GM).</p><p>The other side of the equation is the necessary charging infrastructure. EVgo steps in as one of theleading operatorsof charging stations with over 2,600 stalls in operation. The outlook also benefits from federal and state government initiatives like the National Electric Vehicle Infrastructure Program, and credits within the Infrastructure Investment and Jobs Act of 2021 supporting funding for new locations and stations.</p><p>What I like about EVGO is that the growth is accelerating at the right time with 2023 revenue expected to jump by 206%. The stock has been beaten down based on a lack of profitability, although we believe pessimism baked into the share price has gotten extreme at the current level. A path to profitability sooner rather than later can make shares a runner going forward.</p><p><img src=\"https://static.tigerbbs.com/9386a9e06eb007a55ce84a76a6d8295e\" tg-width=\"640\" tg-height=\"291\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>2. Cheesecake Factory Inc. (CAKE)</p><ul><li>Market Capitalization: $2.0B</li><li>Percent of Shares Float Outstanding Short: 26%</li><li>2023 Consensus Revenue Growth: 6%</li><li>2023 Consensus Earnings Growth: 90% (FWD P/E 13.2x)</li></ul><p>For much of 2022, Cheesecake Factory along with the broader restaurant industry became a high-profile victim of inflationary cost pressures and even a shortage of workers. The setup over the next few quarters should be improved margins as the conditions improve compared to a weaker first half of 2022 on the earnings side.</p><p>The case for the stock is that there is a good value at the current level with room for earnings to outperform expectations. Out of all the &#34;upscale&#34; fast-casual dining concepts, I&#39;ll go out on a limb to claim Cheesecake Factory is one of the better options and the extreme pessimism based on the high-short interest in the stock is simply unjustified. With CAKE already trading near a 1-year high, levels from 2021 above $50 can be a good first upside target.</p><p><img src=\"https://static.tigerbbs.com/707df2ee1988de1c4dbb517f4b6b3540\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>3. Clear Secure Inc (YOU)</p><ul><li>Market Capitalization: $4.3B</li><li>Percent of Shares Float Outstanding Short: 51%</li><li>2023 Consensus Revenue Growth: 27%</li><li>2023 Consensus Earnings Growth: 373% (FWD P/E 95x)</li></ul><p>Clear Secure offers an identity verification platform that includes the &#34;Clear&#34; checkpoints as a separate line in the security process at 46 major airports. Members enrolled through the private biometric system get to save time by skipping the step where TSA agents check ID cards and boarding pass.</p><p>What&#39;s made the company successful with over14 million enrollmentsis the several partnerships with credit card companies and airlines which have worked as effective marketing translating into impressive growth. For 2022, YOU is on track to reach a revenue of $433 million, up 70% year over year, benefiting alongside the recovery in air travel. Still, what I like about the stock is theearnings momentumwith EPS expected to accelerate through 2023.</p><p>Shares of YOU have been consolidating for much of 2022 following a selloff from its 2021 IPO. While shares are trading at a forward P/E of 95x, we believe that this premium is justified and exactly the type of high-growth stock poised to lead the market higher. A pending breakout in shares above $30.00 could kickstart a short squeeze considering nearly 51% of the float is reported short. I&#39;m bullish and expect YOU to be trading higher over the next several months.</p><p><img src=\"https://static.tigerbbs.com/4cfa07a1a8737417925922a036274f7d\" tg-width=\"640\" tg-height=\"285\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>4. Avis Budget Group, Inc. (CAR)</p><ul><li>Market Capitalization: $1.4B</li><li>Percent of Shares Float Outstanding Short: 36%</li><li>FY 2024 Consensus Revenue Growth: 206%</li><li>2023 Consensus Earnings Growth: (negative EPS)</li></ul><p>As one of the world&#39;s largest car rental companies, a challenge for Avis Budget Group in 2022 was the period of record-high gasoline prices that pressured demand by keeping drivers off the road. The company also dealt with shortages of vehicles amid global supply chain issues. Nevertheless, the stock has managed to post a positive return over the past year based on resilient travel and rental car demand, which has likely been frustrating for short sellers potentially betting on a much weaker operating environment.</p><p>Fast forward, what we like about CAR is that many of those same headwinds from last year have now reversed including lower gas prices and normalizing vehicle prices which allows the company to efficiently manage its global fleet. Compared to rival Hertz Global Holdings (HTZ), CAR has a larger proportion of business outside the United States which is now benefiting from the weakening U.S. Dollar.</p><p>We believe CAR is well-positioned to outperform what is a low base of expectations over the next few quarters opening the door for the stock to retarget levels from the 2022 highs around $300 as a price target.</p><p><img src=\"https://static.tigerbbs.com/04d68ab98bd3319ed66f8e1d32b6073d\" tg-width=\"640\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>5. Canada Goose Holdings Inc (GOOS)</p><ul><li>Market Capitalization: $2.2B</li><li>Percent of Shares Float Outstanding Short: 25%</li><li>FY 2024 Consensus Revenue Growth: 13%</li><li>2023 Consensus Earnings Growth: 12% (FWD P/E 18x)</li></ul><p>Everyone will be familiar with the premium outerwear brand of Canada Goose with its expedition parkas and the iconic &#34;Arctic Program&#34; patch that has crossed over into a fashion statement.</p><p>Getting past the inflationary cost pressures that hit margins deeply last year and pressured the stock, the message here is that the brand and company outlook is alive and well, in my opinion. The catalyst we see for shares over the next few quarters is an expected recovery from sales in Asia. Indeed, this is an angle we covered in a recent article explaining how the re-opening of China easing Covid restrictions is positive for Canada Goose as the country is strategically important for its growth outlook.</p><p>GOOS is trading near the highest level since August while there&#39;s a good case to be made that the outlook has improved significantly in the period since. The stock is trading at 18x forward earnings while it&#39;s possible that consensus EPS estimates may be too conservative with an upside to the top line. My new $30.00 price target implies a forward P/E of 25x could be on the table with room for earnings to smash estimates. The call here is that shorts should be looking to close their short bets on the company as the outlook for sales and earnings accelerates.</p><p><img src=\"https://static.tigerbbs.com/e475b3061667003252edcccd375bef0d\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p><b>Final Thoughts</b></p><p>With a bullish outlook on stocks, heavily shorted names and losers from last year can evolve into 2023 winners. At the same time, I don&#39;t believe it will be a straight line higher and it&#39;s important to stay selective. The short-squeeze ideas above are centered around companies I believe are fundamentally strong, but there are still risks.</p><p>The ongoing Q4 earnings season is prone to generate some volatility considering high-profile reports from mega-cap companies still incoming. On the downside, a scenario where economic conditions deteriorate into a deepening recession, defined by surging unemployment or a resurgence of inflationary trends, would also force a reassessment of the bullish case. At the same time, the bulls have been winning over the last few months and it&#39;s a trend we expect to continue.</p></body></html>","source":"seekingalpha_fund","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>The Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023</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\">\nThe Most Heavily Shorted Stocks And 5 Short-Squeeze Ideas For 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-25 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.The article includes...</p>\n\n<a href=\"https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居","CVNA":"Carvana Co."},"source_url":"https://seekingalpha.com/article/4571962-most-heavily-shorted-stocks-5-short-squeeze-ideas-for-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186406653","content_text":"SummaryHeavily shorted stocks are gaining momentum at the start of the year.Easing inflationary pressures and signs the economy remains resilient can be bullish for stocks in 2023.The article includes a list of the most heavily shorted stocks along with 5 of our picks to buy now.The stock market has staged an impressive rally to start the year, with the S&P 500 (SPY) up 5% already in 2023, and even 15% from its low point back in October. The setup here is based on an improving economic outlook as inflationary pressures dissipate with significant implications for everything from corporate margins to consumer sentiment, and the next steps in monetary policy.Whether the Fed has one or two more rate hikes up its sleeve, it's clear the end of the uber-hawkish messaging is now on the horizon. The reality is that the macro backdrop is significantly improved compared to the first half of last year defined by extreme uncertainty.The VIX is near a 1-year low while credit spreads have narrowed as important signals of stabilizing financial conditions. I can also bring up the U.S. Dollar sharply reversing its strength in recent months which was a major headwind for markets in 2022. Putting it all together, there may be more upside for stocks and risk assets as the narrative slowly comes around.Data by YChartsShort Squeeze StocksThe thesis in my recent article described a possible catalyst for the next leg higher in stocks, which could see bears and doom-and-gloomers quietly throwing in the towel on predictions for the most apocalyptic economic scenarios.Anyone that was counting on the December CPI to accelerate higher or recent labor market figures to suggest a collapsing economy as a reason for stocks to make a \"big crash lower\" is on the wrong side of the trade right now. Here are my words from last week:The \"pain trade\" is up. Beaten-down names and high-growth stocks, in particular, may present the best opportunities as they reprice into an improving outlook. A market-wide short squeeze which is simply shorts covering their trades could end up surprising a lot of people.Today I'm going a step further by presenting not only the most heavily shorted stocks but also five of my top picks from the group poised for a short squeeze. We're only considering stocks with a current market cap above $250 million.source: data by y Charts/ table authorFirst, some of the key observations from the list include several distressed companies and names that have faced particular challenges over the past year. This makes sense as short sellers are often attracted to companies with weak operating or financial trends by expecting shares to trade lower.A high-short interest can also imply there is some underlying skepticism of a company's business model over the long run. Many biotech firms fall into this category, sometimes dependent on a drug still in development that may or may not ever reach the market.For much of 2022, that strategy worked as the average heavily shorted stock on the list is down by 32% over the past year. On the other hand, the recent strength is telling with that same group also up on average 20% year to date as an indication of more positive momentum.Carvana Co (CVNA) with over 86% of its float (referring to the proportion of shares available for trading by the public and not held by insiders), or 51% of common shares outstanding, reported short is the most heavily shorted stock in the market right now. This is a company where its online used-car sales platform got caught up with essentially overpriced inventory even as demand slowed compared to skewed pandemic dynamics. The company faces a real risk of bankruptcy and it's not a stock I can recommend.That's also the case with Bed Bath & Beyond Inc (BBBY) where its brick-and-mortar retail model has been facing extinction for many years even before the pandemic. While it's unclear if the company willsurvive a restructuring, it's not a name we have much faith in for the long run. The downfall of BBBY can be traced to its lack of significant e-commerce presence and otherwise domination by Amazon.com Inc (AMZN).source: data by yCharts/ table authorIn terms of stocks that have been gaining thus far in 2023, the main factor at play beyond the high-beta component is a view that there's a new path to deliver better-than-expected financial results. Wayfair Inc (W) appears to be in the middle of a real short squeeze with shares more than doubling from their low, gaining momentum following an announcement of job cuts and a profitability target. In many ways, Wayfair has delivered a blueprint for other stocks to follow into more bullish momentum.Another key theme from the list above is the impressive rally in crypto-related stocks. The price of Bitcoin (BTC-USD) has climbed by more than 40% from the low which is giving many sector names like Coinbase Global Inc (COIN), MicroStrategy Inc (MSTR), and bitcoin miners like Marathon Digital Holdings Inc (MARA) orRiot PlatformsInc (RIOT) among others a new life. We're bullish on Bitcoin and the short-squeeze dynamic with bears chasing positions higher in crypto is part of the rally now.source: y Charts (performance through 1/23/2023)5 Short Squeeze IdeasThe short squeeze ideas I like have a combination of not only a high short interest but also a fundamental angle with room for a more sustained turnaround to fundamentals, and surprising expectations to the upside. In the context of a broader positive market outlook through a sustained economic recovery compared to the headwinds in 2022, that proverbial rising tide can lift all the boats and heavily shorted stocks can lead higher.1. EVgo Inc (EVGO)Market Capitalization: $1.4BPercent of Shares Float Outstanding Short: 36%FY 2024 Consensus Revenue Growth: 206%2023 Consensus Earnings Growth: (negative EPS)A global theme this year is the significant growth of electric vehicles on the road, including from manufacturers other than Tesla Inc (TSLA). Data shows nearly 6% of all vehicles sold in the U.S. in Q3 were electric, up from just 2% in 2020, with many new models launching from brands like Ford Motor Co (F), and General Motors (GM).The other side of the equation is the necessary charging infrastructure. EVgo steps in as one of theleading operatorsof charging stations with over 2,600 stalls in operation. The outlook also benefits from federal and state government initiatives like the National Electric Vehicle Infrastructure Program, and credits within the Infrastructure Investment and Jobs Act of 2021 supporting funding for new locations and stations.What I like about EVGO is that the growth is accelerating at the right time with 2023 revenue expected to jump by 206%. The stock has been beaten down based on a lack of profitability, although we believe pessimism baked into the share price has gotten extreme at the current level. A path to profitability sooner rather than later can make shares a runner going forward.Seeking Alpha2. Cheesecake Factory Inc. (CAKE)Market Capitalization: $2.0BPercent of Shares Float Outstanding Short: 26%2023 Consensus Revenue Growth: 6%2023 Consensus Earnings Growth: 90% (FWD P/E 13.2x)For much of 2022, Cheesecake Factory along with the broader restaurant industry became a high-profile victim of inflationary cost pressures and even a shortage of workers. The setup over the next few quarters should be improved margins as the conditions improve compared to a weaker first half of 2022 on the earnings side.The case for the stock is that there is a good value at the current level with room for earnings to outperform expectations. Out of all the \"upscale\" fast-casual dining concepts, I'll go out on a limb to claim Cheesecake Factory is one of the better options and the extreme pessimism based on the high-short interest in the stock is simply unjustified. With CAKE already trading near a 1-year high, levels from 2021 above $50 can be a good first upside target.Seeking Alpha3. Clear Secure Inc (YOU)Market Capitalization: $4.3BPercent of Shares Float Outstanding Short: 51%2023 Consensus Revenue Growth: 27%2023 Consensus Earnings Growth: 373% (FWD P/E 95x)Clear Secure offers an identity verification platform that includes the \"Clear\" checkpoints as a separate line in the security process at 46 major airports. Members enrolled through the private biometric system get to save time by skipping the step where TSA agents check ID cards and boarding pass.What's made the company successful with over14 million enrollmentsis the several partnerships with credit card companies and airlines which have worked as effective marketing translating into impressive growth. For 2022, YOU is on track to reach a revenue of $433 million, up 70% year over year, benefiting alongside the recovery in air travel. Still, what I like about the stock is theearnings momentumwith EPS expected to accelerate through 2023.Shares of YOU have been consolidating for much of 2022 following a selloff from its 2021 IPO. While shares are trading at a forward P/E of 95x, we believe that this premium is justified and exactly the type of high-growth stock poised to lead the market higher. A pending breakout in shares above $30.00 could kickstart a short squeeze considering nearly 51% of the float is reported short. I'm bullish and expect YOU to be trading higher over the next several months.Seeking Alpha4. Avis Budget Group, Inc. (CAR)Market Capitalization: $1.4BPercent of Shares Float Outstanding Short: 36%FY 2024 Consensus Revenue Growth: 206%2023 Consensus Earnings Growth: (negative EPS)As one of the world's largest car rental companies, a challenge for Avis Budget Group in 2022 was the period of record-high gasoline prices that pressured demand by keeping drivers off the road. The company also dealt with shortages of vehicles amid global supply chain issues. Nevertheless, the stock has managed to post a positive return over the past year based on resilient travel and rental car demand, which has likely been frustrating for short sellers potentially betting on a much weaker operating environment.Fast forward, what we like about CAR is that many of those same headwinds from last year have now reversed including lower gas prices and normalizing vehicle prices which allows the company to efficiently manage its global fleet. Compared to rival Hertz Global Holdings (HTZ), CAR has a larger proportion of business outside the United States which is now benefiting from the weakening U.S. Dollar.We believe CAR is well-positioned to outperform what is a low base of expectations over the next few quarters opening the door for the stock to retarget levels from the 2022 highs around $300 as a price target.Seeking Alpha5. Canada Goose Holdings Inc (GOOS)Market Capitalization: $2.2BPercent of Shares Float Outstanding Short: 25%FY 2024 Consensus Revenue Growth: 13%2023 Consensus Earnings Growth: 12% (FWD P/E 18x)Everyone will be familiar with the premium outerwear brand of Canada Goose with its expedition parkas and the iconic \"Arctic Program\" patch that has crossed over into a fashion statement.Getting past the inflationary cost pressures that hit margins deeply last year and pressured the stock, the message here is that the brand and company outlook is alive and well, in my opinion. The catalyst we see for shares over the next few quarters is an expected recovery from sales in Asia. Indeed, this is an angle we covered in a recent article explaining how the re-opening of China easing Covid restrictions is positive for Canada Goose as the country is strategically important for its growth outlook.GOOS is trading near the highest level since August while there's a good case to be made that the outlook has improved significantly in the period since. The stock is trading at 18x forward earnings while it's possible that consensus EPS estimates may be too conservative with an upside to the top line. My new $30.00 price target implies a forward P/E of 25x could be on the table with room for earnings to smash estimates. The call here is that shorts should be looking to close their short bets on the company as the outlook for sales and earnings accelerates.Seeking AlphaFinal ThoughtsWith a bullish outlook on stocks, heavily shorted names and losers from last year can evolve into 2023 winners. At the same time, I don't believe it will be a straight line higher and it's important to stay selective. The short-squeeze ideas above are centered around companies I believe are fundamentally strong, but there are still risks.The ongoing Q4 earnings season is prone to generate some volatility considering high-profile reports from mega-cap companies still incoming. On the downside, a scenario where economic conditions deteriorate into a deepening recession, defined by surging unemployment or a resurgence of inflationary trends, would also force a reassessment of the bullish case. At the same time, the bulls have been winning over the last few months and it's a trend we expect to continue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952831102,"gmtCreate":1674599554406,"gmtModify":1676538948139,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952831102","repostId":"1118382502","repostType":4,"repost":{"id":"1118382502","pubTimestamp":1674574202,"share":"https://www.laohu8.com/m/news/1118382502?lang=&edition=full","pubTime":"2023-01-24 23:30","market":"us","language":"en","title":"Stocks Set To Benefit From China's Reopening In 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1118382502","media":"Seeking Alpha","summary":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for cer","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>China&#39;s reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.</li><li>I&#39;m expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.</li><li>China&#39;s large population can drive strong growth for these companies as the economy opens up.</li></ul><p>China&#39;s strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China&#39;s recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.</p><p>I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China&#39;s largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.</p><p><b>Alibaba (BABA)</b></p><p>Alibaba&#39;s stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.</p><p>The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba&#39;s EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.</p><p><img src=\"https://static.tigerbbs.com/3c68a233722faf95736015265f4e4880\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.</p><p>Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company&#39;s glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.</p><p><b>Pinduoduo (PDD)</b></p><p>Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.</p><p>After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD&#39;s3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.</p><p>PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company&#39;s high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD&#39;s strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.</p><p><img src=\"https://static.tigerbbs.com/108966febddafa8c87d3e662647c8198\" tg-width=\"640\" tg-height=\"197\" referrerpolicy=\"no-referrer\"/></p><p>seeking alpha</p><p>PDD has a strong buy quant rating according to Seeking Alpha&#39;s quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&amp;P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.</p><p><b>China Automotive Systems (CAAS)</b></p><p>China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&amp;D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.</p><p>CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.</p><p>CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&amp;Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.</p><p><img src=\"https://static.tigerbbs.com/5b95ab386efc054e6cbe93277f5f2ae3\" tg-width=\"640\" tg-height=\"478\" referrerpolicy=\"no-referrer\"/></p><p>China Automotive (daily chart)(tradingview.com)</p><p>The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA&#39;s rating system.</p><p><b>JD.com (JD)</b></p><p>JD.com isChina&#39;s largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.</p><p>Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD&#39;s cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD&#39;s margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.</p><p>JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD&#39;s 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.</p><p>Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a &#39;strong buy&#39; according to SA&#39;s quant rating system.</p><p><img src=\"https://static.tigerbbs.com/ab4ff451a1f9dd54cb13f68fb7d430d5\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>The chart above shows JD&#39;s steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.</p><p><b>Conclusion</b></p><p>The reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.</p></body></html>","source":"seekingalpha_fund","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>Stocks Set To Benefit From China's Reopening In 2023</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\">\nStocks Set To Benefit From China's Reopening In 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-24 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in ...</p>\n\n<a href=\"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-SW","JD":"京东","PDD":"拼多多","CAAS":"中汽系统","09618":"京东集团-SW","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4571806-stocks-set-to-benefit-from-chinas-reopening-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118382502","content_text":"SummaryChina's reopening from strict COVID lockdowns is likely to lead to strong stock gains for certain companies.I'm expecting strong returns for Alibaba, Pinduoduo, China Automotive, and JD.com in 2023.China's large population can drive strong growth for these companies as the economy opens up.China's strict zero-COVID policy had a negative impact on the sentiment for China-based stocks, driving them down over the past two years.China's recent announcementof discontinuing quarantine requirements for international arrivals has already demonstratedto change sentiment from negative to positive. As a result, China-based stocks have been rising in 2023.I have identified four stocks that I expect to outperform in 2023 driven by the new optimism for China-based stocks and the expected increase in economic activity. China's largepopulation of 1.45 billion peoplecan help drive strong growth as economic activity increases this year.Alibaba (BABA)Alibaba's stock took a steep hit from multiple fears over the past two years. The strict zero-COVID policy in China was one factor driving the stock down. Another reason was fears of a delisting of the stock fromU.S. exchanges. Both of these negative catalysts have changed to positive. Thedelisting fears subsidedwhen the U.S. obtained access to audit data, giving more transparency to China-based companies.The stock may look fairly valued on the surface with a forward PE of about 15.5 and a PEG ratio of 2.24. However, Alibaba's EPS estimates have been increased which is driving the stock up. Furthermore, Alibaba historically has traded with an above-average valuation.Data by YChartsThe chart above shows the large drop in the forward PE ratio over the past 2 years and the higher levels of where it was trading before the decline. It also shows a recent recovery, which I expect to continue for the foreseeable future. I expect investors to come back into the stock with the new positive sentiment.Overall, I think there is a lot more room for the stock to run higher as investors revalue Alibaba for a prosperous economy in China and a return to the company's glory days. The run higher is also likely to occur because the negative sentiment regarding the COVID lockdowns and delisting fears are out of the way for now.Pinduoduo (PDD)Another China-based stock that took a big hit over the past two years, but is poised for a recovery in 2023 is Pinduoduo. This company operates as an e-commerce business which offers a variety of products including shoes, apparel, food, furniture, appliances, auto accessories, sporting goods, cosmetics, and more.After a two year sell-off which more than cut the stock price in half, Pinduoduo is now valued attractively with a PEG ratio of 0.57. The PEG is based on PDD's3 - 5 year expected annual EPS growth of 42%. The PEG ratio below one shows that the earnings growth rate is higher than the forward PE, giving the stock a low valuation.PDD had aseries of upward earnings revisions for 2023which are likely to drive the stock higher from this low valuation level. The company's high profitability metrics such as an ROE of 33% and ROIC of 17% help drive PDD's strong earnings growth. PDD also benefits from wide profit margins: GM of 75%, EBITDA margin of 26%, and net income margin of 24%. These are significantly above the sector median GM of 36%, EBITDA margin of 11%, and net income margin of 5%.seeking alphaPDD has a strong buy quant rating according to Seeking Alpha's quant rating system. Stocks with a strong buy quant ratingtend to outperform the S&P 500(SPY). The high rating for PDD was driven by growth, profitability, positive momentum, and upward earnings revisions.China Automotive Systems (CAAS)China Automotive manufactures and sells auto systems and components such as rack and pinion/electronic/hydraulic power steering parts, sensor modules, motors, intelligent automotive technology R&D services, etc. CAAS is likely to benefit from the3% expected increaseto $27.6 million for auto sales in China in 2023. Higher demand for autos as China opens up is likely to increase demand for the parts that CAAS produces.CAAS is trading with a bargain valuation with aforward PE of 10.8and forward price/sales of just 0.38. China Automotive is trading much lower than the sector median forward PE of 15.5 and forward price/sales of 0.93. This leaves plenty of room for upside stock price potential as the company continues to grow.CAAS is expected to grow revenue at 8% in 2023. The company struggled with a net loss in 2020. However, CAAS was profitable the past two years as thecost of revenue and SG&Adecreased as a percentage of revenue since 2020. The company is expected to remain profitable in 2023.China Automotive (daily chart)(tradingview.com)The chart above shows that CAAS might be poised to break higher from the current bull flag formation. The RSI (purple line) rose into the bullish zone above 50 and the MACD made a bullish crossover recently. It is possible that we could see another bull run similar to the one that occurred in November. CAAS also has a strong buy quant rating in SA's rating system.JD.com (JD)JD.com isChina's largest online retailerwhich also operates brick and mortar locations. JD.com provides supply-chain based technologies and services. The company also offers computers, electronic products, appliances, furniture, food, baby and maternity products, cosmetics, jewelry, and other products.Thecompany made improvementsin operating quality and stability while driving stable growth over the past year. For example, JD's cost of revenue and total operating expensesdecreased as a percentage of revenuein recent quarters as compared to 2021. This allowed margins to widen for improved profitability. JD's margins are thin due to the nature of the business. So, any improvements in margins and profitability are positive.JD.com is valued attractively with a PEG ratio of just 0.75. This is based on JD's 3 - 5 year estimated annualEPS growth of about 33%. I consider growth stocks with a PEG below one to be a bargain. The stock has plenty of room to run higher at this low valuation.Revenue is expected to grow at about 15% while earnings are expected toincrease by about 23% in 2023. This strong growth is likely to catalyze the stock higher for above-average gains from the low valuation. JD is also a 'strong buy' according to SA's quant rating system.Seeking AlphaThe chart above shows JD's steady revenue growth. There should be a sizeable jump from 2022 to 2023 as a result of the relaxing of the strict COVID lockdowns in China.ConclusionThe reopening of China from the zero-COVID policy marks a positive change in investor sentiment. It should also help drive increased economic activity for these companies. I expect these companies to continue their new positive momentum in 2023 for both business and stock growth. The tailwinds from the reopening have a strong potential to allow these stocks to outperform in 2023. Of course, there are no guarantees. China could reinstate strict COVID policies if it feels the need to. It is important to understand that risk.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132675,"gmtCreate":1674520627797,"gmtModify":1676538944399,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132675","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://www.laohu8.com/m/news/2305715203?lang=&edition=full","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","TSLA":"特斯拉","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","APR":"Apria, Inc.",".IXIC":"NASDAQ Composite","LABP":"Landos Biopharma, Inc.",".SPX":"S&P 500 Index","OEX":"标普100","LHDX":"Lucira Health, Inc.","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952392164,"gmtCreate":1674438157258,"gmtModify":1676538940301,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952392164","repostId":"1119216652","repostType":4,"repost":{"id":"1119216652","pubTimestamp":1674426610,"share":"https://www.laohu8.com/m/news/1119216652?lang=&edition=full","pubTime":"2023-01-23 06:30","market":"us","language":"en","title":"Investors Aren't Sure When to Dive Back Into US Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1119216652","media":"Bloomberg","summary":"Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the sto","content":"<html><head></head><body><ul><li>Optimism Fed nearing pause, but uncertainty about economy</li><li>Casting confusion over when to call the stock-market bottom</li></ul><p>The pause in the stock market’s strong start to 2023 underscores the main question vexing much of Wall Street: When will it be safe to start buying again?</p><p>Yes, markets have grown increasingly confident that the slowdown in inflation will allow the Federal Reserve to soon end the cycle of aggressive interest-rate hikes that last year drove the S&amp;P 500 index to the worst drop since 2008. But at the same time, those higher rates could drive the economy into a recession and slam the brakes on any growth.</p><p>Positioning for this financial yin-yang is tricky, to say the least.</p><p>“The S&amp;P 500 has never bottomed before the start of a recession, but it’s not clear yet whether the US economy will actually fall into a downturn,” said Ed Clissold, chief US strategist at Ned Davis Research, whose firm forecasts a 75% chance that the US will slump into an economic slowdown in the first half of 2023. “Some indicators are telling us that a soft landing isn’t off the table. All of these cross currents do make it challenging for investors to position in US stocks.”</p><p><img src=\"https://static.tigerbbs.com/25ea2056cf0af11b91732d4bdd1eaf79\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>Those cross currents leave the stock market poised for a choppy start to the year as investors rely on incoming economic data and eyeball historical trends for clues. Last week, the S&amp;P 500 dropped 0.7%, snapping a two-week winning streak, though the index rallied 1.9% Friday, thanks to a surge in tech stocks as Fed officials dialed back fears of overly aggressive policy moves. The tech-heavy Nasdaq 100 Index had its best day since Nov. 30 to eke out a 0.7% gain for the week.</p><p>Clissold said the historical performance of different sectors can provide a guide to where to invest heading into a downturn. Those that tend to peak late in economic cycles, like materials producers and industrial companies, usually perform strongly in the six months ahead of a recession. The same goes for consumer-staples and health-care stocks.</p><p>At the same time, stocks from rate-sensitive industries like financials, real estate, and growth-oriented technology tend to lag during that period.</p><p><img src=\"https://static.tigerbbs.com/244063ae2ca3307869ff475fe425bd43\" tg-width=\"875\" tg-height=\"737\" referrerpolicy=\"no-referrer\"/></p><p>The problem is the scope of last year’s selloff makes historical comparisons difficult to use. In fact, last year’s big losers — like rate-sensitive tech and communications services stocks — are among the best performers this year, leaving investors wondering if the worst of the bear market decline is behind them.</p><p>In the coming week, markets will sort through earnings results from Microsoft Corp.,Tesla Inc. and International Business Machines Corp. that are poised to shape the direction of equities more broadly. Also, the Commerce Department on Thursday will release its first estimate of fourth-quarter US gross domestic product, which is expected to show an acceleration.</p><p>To Mark Newton, head of technical strategy at Fundstrat Global Advisors, the S&amp;P 500 likely bottomed out in mid-October. And he thinks it’s premature to completely write off beaten-down technology stocks.</p><p>“I’m optimistic on US equities this year, but the biggest risk for stocks is if the Fed over hikes,” said Newton, who is monitoring whether the S&amp;P 500 can stay above the December lows around 3,800. “Earnings this week from tech companies could be a huge catalyst. Other corners of the market are stabilizing. But if tech falls really hard, that’s a problem and the market won’t be able to broadly rally.”</p><p>Forecasters surveyed by Bloomberg are predicting that the economy will contract in the second and third quarters of this year.</p><p>While that would meet one standard definition of a recession, since 1979 the official arbiter — the National Bureau of Economic Research — hasn’t declared that such a contraction was underway until an average of 234 days after it started, data compiled by Bloomberg Intelligence show. So don’t hold your breath for a warning.</p><p>The stock market is far more likely to be a leading indicator for when a recession starts and stops. Equity prices typically point to the risk of a recession seven months before it starts and bottom out five months before it ends, according to data since World War II compiled by research firm CFRA.</p><p>“The S&amp;P 500 may bounce back well before the announcement, as stocks typically rapidly price recessions,” according to Gillian Wolff, senior associate analyst at Bloomberg Intelligence.</p><p><img src=\"https://static.tigerbbs.com/7578e75ed73d1e19d3a136e6c25d3157\" tg-width=\"1200\" tg-height=\"675\" referrerpolicy=\"no-referrer\"/></p><p>While the S&amp;P 500 has priced in an earnings decline, higher borrowing costs and persistent economic uncertainty will likely hold back gains in stocks over the next year, according to Bloomberg Intelligence’s fair-value model. BI’s base-case scenario puts the index around 3,977 at the end of 2023 — roughly unchanged from where it closed Friday. But if the bullish scenario plays out, BI estimates it could hit 4,896, a gain of some 23%.</p><p>Kevin Rendino, chief executive officer of 180 Degree Capital, is betting that the US recession has already begun. He’s been snapping up shares of small-cap stocks, specifically technology and discretionary shares that he sees at extremely low valuations.</p><p>Small-cap stocks are historically among the first groups to bottom before the broader market bounces higher. The Russell 2000 is up 6% in January, outpacing the big-cap S&amp;P 500’s 3.5% gain.</p><p>“While everyone is running away, I’m running toward those hammered small-cap stocks,” Rendino said. “They’ll be the first to discount a recovery, and they’re already starting to do that relative to large caps. Investors are anticipating a recession, but whether we’re in one or not, we’re not headed for Armageddon.”</p></body></html>","source":"lsy1584095487587","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>Investors Aren't Sure When to Dive Back Into US Stock Market</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\">\nInvestors Aren't Sure When to Dive Back Into US Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-23 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the stock-market bottomThe pause in the stock market’s strong start to 2023 underscores the main question ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2023-01-22/investors-struggle-with-when-to-dive-back-into-us-stock-market?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119216652","content_text":"Optimism Fed nearing pause, but uncertainty about economyCasting confusion over when to call the stock-market bottomThe pause in the stock market’s strong start to 2023 underscores the main question vexing much of Wall Street: When will it be safe to start buying again?Yes, markets have grown increasingly confident that the slowdown in inflation will allow the Federal Reserve to soon end the cycle of aggressive interest-rate hikes that last year drove the S&P 500 index to the worst drop since 2008. But at the same time, those higher rates could drive the economy into a recession and slam the brakes on any growth.Positioning for this financial yin-yang is tricky, to say the least.“The S&P 500 has never bottomed before the start of a recession, but it’s not clear yet whether the US economy will actually fall into a downturn,” said Ed Clissold, chief US strategist at Ned Davis Research, whose firm forecasts a 75% chance that the US will slump into an economic slowdown in the first half of 2023. “Some indicators are telling us that a soft landing isn’t off the table. All of these cross currents do make it challenging for investors to position in US stocks.”Those cross currents leave the stock market poised for a choppy start to the year as investors rely on incoming economic data and eyeball historical trends for clues. Last week, the S&P 500 dropped 0.7%, snapping a two-week winning streak, though the index rallied 1.9% Friday, thanks to a surge in tech stocks as Fed officials dialed back fears of overly aggressive policy moves. The tech-heavy Nasdaq 100 Index had its best day since Nov. 30 to eke out a 0.7% gain for the week.Clissold said the historical performance of different sectors can provide a guide to where to invest heading into a downturn. Those that tend to peak late in economic cycles, like materials producers and industrial companies, usually perform strongly in the six months ahead of a recession. The same goes for consumer-staples and health-care stocks.At the same time, stocks from rate-sensitive industries like financials, real estate, and growth-oriented technology tend to lag during that period.The problem is the scope of last year’s selloff makes historical comparisons difficult to use. In fact, last year’s big losers — like rate-sensitive tech and communications services stocks — are among the best performers this year, leaving investors wondering if the worst of the bear market decline is behind them.In the coming week, markets will sort through earnings results from Microsoft Corp.,Tesla Inc. and International Business Machines Corp. that are poised to shape the direction of equities more broadly. Also, the Commerce Department on Thursday will release its first estimate of fourth-quarter US gross domestic product, which is expected to show an acceleration.To Mark Newton, head of technical strategy at Fundstrat Global Advisors, the S&P 500 likely bottomed out in mid-October. And he thinks it’s premature to completely write off beaten-down technology stocks.“I’m optimistic on US equities this year, but the biggest risk for stocks is if the Fed over hikes,” said Newton, who is monitoring whether the S&P 500 can stay above the December lows around 3,800. “Earnings this week from tech companies could be a huge catalyst. Other corners of the market are stabilizing. But if tech falls really hard, that’s a problem and the market won’t be able to broadly rally.”Forecasters surveyed by Bloomberg are predicting that the economy will contract in the second and third quarters of this year.While that would meet one standard definition of a recession, since 1979 the official arbiter — the National Bureau of Economic Research — hasn’t declared that such a contraction was underway until an average of 234 days after it started, data compiled by Bloomberg Intelligence show. So don’t hold your breath for a warning.The stock market is far more likely to be a leading indicator for when a recession starts and stops. Equity prices typically point to the risk of a recession seven months before it starts and bottom out five months before it ends, according to data since World War II compiled by research firm CFRA.“The S&P 500 may bounce back well before the announcement, as stocks typically rapidly price recessions,” according to Gillian Wolff, senior associate analyst at Bloomberg Intelligence.While the S&P 500 has priced in an earnings decline, higher borrowing costs and persistent economic uncertainty will likely hold back gains in stocks over the next year, according to Bloomberg Intelligence’s fair-value model. BI’s base-case scenario puts the index around 3,977 at the end of 2023 — roughly unchanged from where it closed Friday. But if the bullish scenario plays out, BI estimates it could hit 4,896, a gain of some 23%.Kevin Rendino, chief executive officer of 180 Degree Capital, is betting that the US recession has already begun. He’s been snapping up shares of small-cap stocks, specifically technology and discretionary shares that he sees at extremely low valuations.Small-cap stocks are historically among the first groups to bottom before the broader market bounces higher. The Russell 2000 is up 6% in January, outpacing the big-cap S&P 500’s 3.5% gain.“While everyone is running away, I’m running toward those hammered small-cap stocks,” Rendino said. “They’ll be the first to discount a recovery, and they’re already starting to do that relative to large caps. Investors are anticipating a recession, but whether we’re in one or not, we’re not headed for Armageddon.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952916129,"gmtCreate":1674349523661,"gmtModify":1676538937347,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952916129","repostId":"2305911430","repostType":4,"repost":{"id":"2305911430","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1674349324,"share":"https://www.laohu8.com/m/news/2305911430?lang=&edition=full","pubTime":"2023-01-22 09:02","market":"us","language":"en","title":"Netflix Is Making Some Big Changes, but its Stock May Need to \"Take a Pause\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2305911430","media":"Dow Jones","summary":"A crackdown on password sharing comes with opportunity but also the potential for disruption -- and ","content":"<html><head></head><body><p>A crackdown on password sharing comes with opportunity but also the potential for disruption -- and its benefits won&#39;t be clear to investors until summer at the earliest.</p><p>A new year for Netflix Inc. comes with a new leadership plan and a renewed interest in cracking down on account sharing. Now the question is how those efforts will affect the stock.</p><p>After languishing last year, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares started 2023 in positive territory in the lead-up to the company&#39;s Thursday afternoon earnings report, and they were poised to build on those gains in Friday&#39;s session after Netflix showed better-than-expected subscriber trends for its fourth quarter and indicated it would start its clampdown on password sharers later in the first quarter.</p><p>The stock was up 8.46% Friday.</p><p>&#34;Double-digit revenue growth could be achievable in [the second half of the year] and remains [Netflix&#39;s] long-term objective,&#34; Wells Fargo analyst Steven Cahall wrote after the release of the report. &#34;Content performance is underpinning all aspects of financial improvement and helps investors sleep better.&#34;</p><p>But that doesn&#39;t necessarily mean Netflix&#39;s stock will roar back in the short run. Cahall expects it to &#34;take a pause&#34; in the first half of the year, since the company&#39;s first-quarter results could be negatively affected by the timing of hot content.</p><p>The company&#39;s net-addition numbers could start to show the benefits of the password-sharing crackdown starting with second-quarter results, Cahall noted, but those won&#39;t come out until the summer.</p><p>&#34;So, from now until [second-quarter] results in July the stock may tread water,&#34; he wrote. He maintained an overweight rating and $400 target price on the shares.</p><p>Netflix admitted Thursday that while its plan to migrate password sharers to their own accounts promises opportunity, it could also bring disruption, since some customers may be &#34;unhappy&#34; and leave.</p><p>MoffettNathanson&#39;s Michael Nathanson wrote that such efforts could be &#34;more of a challenge&#34; given that angry customers could &#34;churn off Netflix out of spite.&#34;</p><p>&#34;While this risk is clearly acknowledged, there is an expectation that this move will help accelerate organic revenue growth over the year from the [first-quarter] 2023 expected base of +8%,&#34; he wrote. &#34;Modeling how these actions flow through is difficult, but we have assumed that Netflix achieves an average of +5% core RPU [revenue-per-user] growth, which acts as a plug for reduced password sharing.&#34;</p><p>He maintained a market-perform rating on the shares while bumping his price target to $250 from $240.</p><p>&#34;If we have an issue with the stock, it is that it has run too far and too fast given the fundamentals in our model, the risks in the outcome and the risks relative to other investment choices,&#34; Nathanson continued. His experience covering the name, he said, leads him to conclude that &#34;Netflix&#39;s operations are more complicated and volatile than Excel spreadsheets would suggest.&#34;</p><p>Needham&#39;s Laura Martin wrote that she still worries Netflix will have &#34;elevated churn over the next two quarters owing to a price increase implemented in the most disruptive way possible.&#34;</p><p>The company&#39;s plans to make password sharers either get their own accounts or pay more to stay on family plans &#34;forces paying subs OUT of inertia,&#34; she continued, as she maintained a hold rating on the shares.</p><p>Evercore ISI analyst Mark Mahaney, however, was feeling more upbeat, boosting his price target to $400 from $340 and keeping an outperform rating.</p><p>&#34;What is so bullish about [Netflix] here is that the revenue &amp; profit growth impact of [the password crackdown and the new advertising tier] is just beginning to roll through [Netflix&#39;s] fundamentals and should drive revenue growth acceleration and margin expansion throughout &#39;23,&#34; Mahaney wrote.</p><p>He added that Netflix&#39;s fundamentals &#34;are clearly and materially improving,&#34; while &#34;the optionality around the ad-supported offering and password-sharing initiatives is potentially very dramatic.&#34;</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>Netflix Is Making Some Big Changes, but its Stock May Need to \"Take a Pause\"</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\">\nNetflix Is Making Some Big Changes, but its Stock May Need to \"Take a Pause\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-01-22 09:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A crackdown on password sharing comes with opportunity but also the potential for disruption -- and its benefits won&#39;t be clear to investors until summer at the earliest.</p><p>A new year for Netflix Inc. comes with a new leadership plan and a renewed interest in cracking down on account sharing. Now the question is how those efforts will affect the stock.</p><p>After languishing last year, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares started 2023 in positive territory in the lead-up to the company&#39;s Thursday afternoon earnings report, and they were poised to build on those gains in Friday&#39;s session after Netflix showed better-than-expected subscriber trends for its fourth quarter and indicated it would start its clampdown on password sharers later in the first quarter.</p><p>The stock was up 8.46% Friday.</p><p>&#34;Double-digit revenue growth could be achievable in [the second half of the year] and remains [Netflix&#39;s] long-term objective,&#34; Wells Fargo analyst Steven Cahall wrote after the release of the report. &#34;Content performance is underpinning all aspects of financial improvement and helps investors sleep better.&#34;</p><p>But that doesn&#39;t necessarily mean Netflix&#39;s stock will roar back in the short run. Cahall expects it to &#34;take a pause&#34; in the first half of the year, since the company&#39;s first-quarter results could be negatively affected by the timing of hot content.</p><p>The company&#39;s net-addition numbers could start to show the benefits of the password-sharing crackdown starting with second-quarter results, Cahall noted, but those won&#39;t come out until the summer.</p><p>&#34;So, from now until [second-quarter] results in July the stock may tread water,&#34; he wrote. He maintained an overweight rating and $400 target price on the shares.</p><p>Netflix admitted Thursday that while its plan to migrate password sharers to their own accounts promises opportunity, it could also bring disruption, since some customers may be &#34;unhappy&#34; and leave.</p><p>MoffettNathanson&#39;s Michael Nathanson wrote that such efforts could be &#34;more of a challenge&#34; given that angry customers could &#34;churn off Netflix out of spite.&#34;</p><p>&#34;While this risk is clearly acknowledged, there is an expectation that this move will help accelerate organic revenue growth over the year from the [first-quarter] 2023 expected base of +8%,&#34; he wrote. &#34;Modeling how these actions flow through is difficult, but we have assumed that Netflix achieves an average of +5% core RPU [revenue-per-user] growth, which acts as a plug for reduced password sharing.&#34;</p><p>He maintained a market-perform rating on the shares while bumping his price target to $250 from $240.</p><p>&#34;If we have an issue with the stock, it is that it has run too far and too fast given the fundamentals in our model, the risks in the outcome and the risks relative to other investment choices,&#34; Nathanson continued. His experience covering the name, he said, leads him to conclude that &#34;Netflix&#39;s operations are more complicated and volatile than Excel spreadsheets would suggest.&#34;</p><p>Needham&#39;s Laura Martin wrote that she still worries Netflix will have &#34;elevated churn over the next two quarters owing to a price increase implemented in the most disruptive way possible.&#34;</p><p>The company&#39;s plans to make password sharers either get their own accounts or pay more to stay on family plans &#34;forces paying subs OUT of inertia,&#34; she continued, as she maintained a hold rating on the shares.</p><p>Evercore ISI analyst Mark Mahaney, however, was feeling more upbeat, boosting his price target to $400 from $340 and keeping an outperform rating.</p><p>&#34;What is so bullish about [Netflix] here is that the revenue &amp; profit growth impact of [the password crackdown and the new advertising tier] is just beginning to roll through [Netflix&#39;s] fundamentals and should drive revenue growth acceleration and margin expansion throughout &#39;23,&#34; Mahaney wrote.</p><p>He added that Netflix&#39;s fundamentals &#34;are clearly and materially improving,&#34; while &#34;the optionality around the ad-supported offering and password-sharing initiatives is potentially very dramatic.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305911430","content_text":"A crackdown on password sharing comes with opportunity but also the potential for disruption -- and its benefits won't be clear to investors until summer at the earliest.A new year for Netflix Inc. comes with a new leadership plan and a renewed interest in cracking down on account sharing. Now the question is how those efforts will affect the stock.After languishing last year, Netflix $(NFLX)$ shares started 2023 in positive territory in the lead-up to the company's Thursday afternoon earnings report, and they were poised to build on those gains in Friday's session after Netflix showed better-than-expected subscriber trends for its fourth quarter and indicated it would start its clampdown on password sharers later in the first quarter.The stock was up 8.46% Friday.\"Double-digit revenue growth could be achievable in [the second half of the year] and remains [Netflix's] long-term objective,\" Wells Fargo analyst Steven Cahall wrote after the release of the report. \"Content performance is underpinning all aspects of financial improvement and helps investors sleep better.\"But that doesn't necessarily mean Netflix's stock will roar back in the short run. Cahall expects it to \"take a pause\" in the first half of the year, since the company's first-quarter results could be negatively affected by the timing of hot content.The company's net-addition numbers could start to show the benefits of the password-sharing crackdown starting with second-quarter results, Cahall noted, but those won't come out until the summer.\"So, from now until [second-quarter] results in July the stock may tread water,\" he wrote. He maintained an overweight rating and $400 target price on the shares.Netflix admitted Thursday that while its plan to migrate password sharers to their own accounts promises opportunity, it could also bring disruption, since some customers may be \"unhappy\" and leave.MoffettNathanson's Michael Nathanson wrote that such efforts could be \"more of a challenge\" given that angry customers could \"churn off Netflix out of spite.\"\"While this risk is clearly acknowledged, there is an expectation that this move will help accelerate organic revenue growth over the year from the [first-quarter] 2023 expected base of +8%,\" he wrote. \"Modeling how these actions flow through is difficult, but we have assumed that Netflix achieves an average of +5% core RPU [revenue-per-user] growth, which acts as a plug for reduced password sharing.\"He maintained a market-perform rating on the shares while bumping his price target to $250 from $240.\"If we have an issue with the stock, it is that it has run too far and too fast given the fundamentals in our model, the risks in the outcome and the risks relative to other investment choices,\" Nathanson continued. His experience covering the name, he said, leads him to conclude that \"Netflix's operations are more complicated and volatile than Excel spreadsheets would suggest.\"Needham's Laura Martin wrote that she still worries Netflix will have \"elevated churn over the next two quarters owing to a price increase implemented in the most disruptive way possible.\"The company's plans to make password sharers either get their own accounts or pay more to stay on family plans \"forces paying subs OUT of inertia,\" she continued, as she maintained a hold rating on the shares.Evercore ISI analyst Mark Mahaney, however, was feeling more upbeat, boosting his price target to $400 from $340 and keeping an outperform rating.\"What is so bullish about [Netflix] here is that the revenue & profit growth impact of [the password crackdown and the new advertising tier] is just beginning to roll through [Netflix's] fundamentals and should drive revenue growth acceleration and margin expansion throughout '23,\" Mahaney wrote.He added that Netflix's fundamentals \"are clearly and materially improving,\" while \"the optionality around the ad-supported offering and password-sharing initiatives is potentially very dramatic.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952080246,"gmtCreate":1674260723685,"gmtModify":1676538933979,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952080246","repostId":"1119920034","repostType":4,"repost":{"id":"1119920034","pubTimestamp":1674257188,"share":"https://www.laohu8.com/m/news/1119920034?lang=&edition=full","pubTime":"2023-01-21 07:26","market":"us","language":"en","title":"U.S. Weekly Review: Stock Market Rally Pulls Back; Microsoft, Google Slash Jobs; Netflix, Goldman, Tesla In Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=1119920034","media":"Investor's Business Daily","summary":"The stock market rally suffered some big losses during the week, with the major indexes breaking key","content":"<html><head></head><body><p>The stock market rally suffered some big losses during the week, with the major indexes breaking key levels. But stocks rebounded, led by the Nasdaq and growth plays, while the Dow struggled. Weak economic data coupled with low jobless claims and some still-hawkish Fed officials raised recession risks. <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> and Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet </a> slashed jobs while <a href=\"https://laohu8.com/S/NFLX\">Netflix </a> subscriber growth easily beat views. <a href=\"https://laohu8.com/S/MS\">Morgan Stanley </a> topped forecasts while <a href=\"https://laohu8.com/S/GS\">Goldman Sachs </a> fell far short of consensus.</p><h3>Stock Market Retreats</h3><p>The major indexes reversed sharply lower Wednesday, then extended losses Thursday before rebounding Friday, amid recession and Fed fears. The S&amp;P 500 and Nasdaq regained their 50-day lines Friday, but the Dow Jones did not. Treasury yields tumbled, hitting their lowest levels since September, before bouncing somewhat. Crude oil futures moved above $80 a barrel.</p><h3>Economy Cools, Job Market Still Tight</h3><p>Retail sales for December fell a sharper-than-expected 1.1% from November, or 0.7% excluding vehicles and gas. Along with downward revisions to the prior month&#39;s data, which now shows a 1% decline, the consumer appeared to end the year low on momentum. Holiday discounting and a strong October start to the Christmas shopping season may be partial explanations. But even sales at restaurants and bars dipped 0.9% and 0.1%, respectively, the past two months, a sign of belt tightening. Overall retail sales rose 6% from a year ago in December. That&#39;s still slightly positive on an inflation-adjusted basis, with goods, food and fuel prices up 4.85% from a year ago. Industrial production also fell in December, led by manufacturing, with downside revisions as well. However, December&#39;s producer price index, which measures wholesale inflation, fell 0.5% on the month, as the annual increase slowed to 6.2%.</p><p>With more layoff announcements, including at Microsoft and Google, economists expect the job market to weaken. But it doesn&#39;t appear to have happened yet. New claims for jobless benefits fell to a stunningly low 190,000 in the week through Jan. 14 from a tame 205,000 the prior week. Given low jobless claims, January&#39;s jobs report, which is based on a mid-month employer survey, may look fairly solid.</p><h3>Microsoft, Google To Slash Jobs</h3><p>Software giant Microsoft (MSFT) revealed plans to lay off 10,000 employees, or about 4.5% of its workforce. The move comes amid a slowdown in its core businesses of Windows and Office software. Microsoft will take a $1.2 billion charge in its just-ended fiscal second quarter related to severance costs and other restructuring expenses. Meanwhile, CEO Satya Nadella told employees the company will continue to allocate capital and talent to secular growth areas, such as artificial intelligence and cloud computing. Meanwhile, Google parent Alphabet (GOOGL) will cut 12,000 jobs, or 6% of staff. CEO Sundar Pichai said in a memo that the company ramped up staffing in recent years &#34;for a different economic reality than the one we face today.&#34;</p><h3>Netflix Tops Subscriber Views</h3><p>Internet television network Netflix (NFLX) added 7.66 million subscribers worldwide in the December quarter, crushing estimates for 4.57 million. It ended the year with 230.75 million total subscribers. However, Q4 EPS dived 91%, far below views. Revenue rose 2% to $7.85 billion, roughly in line. Netflix also gave mixed guidance for Q1. Co-founder Reed Hastings stepped down as co-CEO to become executive chairman, completing a succession process. Shares jumped.</p><h3>Tesla Continues Bounce</h3><p>Tesla stock continued to rally from bear market lows, with strong weekly gains. Weekly China EV registration data showed Tesla demand rebounding on price cuts there. The big issue is whether price cuts around the world will show a sustained increase, mitigating weaker gross margins. Meanwhile, Tesla faces a securities fraud lawsuit over Elon Musk&#39;s &#34;funding secured&#34; tweets about taking the EV giant private. Tesla will announce fourth-quarter earnings Wednesday.</p><h3>United Air Falls Despite Beat-And-Raise Report</h3><p>United Airlines earnings surged 254% in Q4 vs. a year earlier, easily beating views. Revenue swelled 51% to $12.4 billion, also topping. The carrier also guided well above consensus for Q1 EPS. But shares suffered a big downside reversal on results. Shares had surged 23% and 12% in the prior two weeks, respectively.</p><h3>Morgan Stanley Beats, Goldman Misses Badly</h3><p>Morgan Stanley (MS) earnings and revenue fell for the fourth straight quarter, with EPS down 37% and revenue 12%. But both beat views. Goldman Sachs (GS) earnings fell for the fifth straight quarter and revenue for the fourth consecutive period. EPS dived 69% to $3.32, far lower than consensus of $5.56 per share. Revenue fell 16%, just missing. Both companies saw major drops in investment banking revenue, partially offset by increases in net interest income. MS jumped Tuesday, then pared weekly gains. Goldman tumbled.</p><h3>Oil Services Giant SLB Tops Views</h3><p>SLB (SLB), formerly known as Schlumberger, reported a 73% EPS gain while revenue grew 27% to $7.9 billion, both topping. The company also gave an optimistic outlook for 2023 based on strong oil demand while supply is expected to remain tight. SLB stressed that commercial successes in the Middle East, with offshore projects and across North American markets are the reasons for this optimism. SLB shares were little changed, near four-year highs.</p><h3>Brokers Get Net Interest Boost</h3><p>Charles Schwab (SCHW) and Interactive Brokers (IBKR) both benefited from big boosts to net interest income. Schwab earnings rose 24.5%, just missing views, with revenue up 17%. Net interest income popped 41%. Interactive Brokers earnings growth accelerated for a second straight quarter, to 57%. Revenue spiked 62% to $976 million, easily beating. Net interest income skyrocketed 90% to $565 million.  SCHW stock tumbled. IBKR stock rose near to a buy point.</p><h3>Travelers, Allstate Warn On Big Storm</h3><p>Dow Jones component Travelers (TRV) reported preliminary Q4 EPS that was well below analyst views. That includes a $459 million pretax loss for catastrophic losses, mostly the late December winter storm. Allstate (ALL) sees an adjusted net loss of up to $385 million, reflecting a catastrophic loss of $779 million in Q4, with another $593 million in December. Travelers and Allstate shares fell sharply.</p><h3>News In Brief</h3><p>Moderna (MRNA) popped Wednesday after the company said its experimental respiratory syncytial virus vaccine was 83.7% effective against two symptoms of RSV in adults age 60 and older. The vaccine was 82.4% protective against severe RSV, defined as three or more symptoms of the respiratory illness. Pfizer (PFE) and GlaxoSmithKline (GSK) also are working on RSV vaccines.</p><p>Procter &amp; Gamble (PG) earnings fell 4%, in line with fiscal Q2 views, while revenue dipped 1%, just beating. The consumer products giant hiked prices, but volumes also fell. PG stock stumbled as many food and consumer products firms skidded.</p><p>J.B. Hunt Transport Services (JBHT) reported a surprise 16% EPS decline, with 4% revenue growth also missing. But the trucking firm sees a freight rebound later in 2023. JBHT stock jumped on earnings, adding to gains on a 5% dividend hike.</p></body></html>","source":"lsy1610612141385","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>U.S. Weekly Review: Stock Market Rally Pulls Back; Microsoft, Google Slash Jobs; Netflix, Goldman, Tesla In Focus</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\">\nU.S. Weekly Review: Stock Market Rally Pulls Back; Microsoft, Google Slash Jobs; Netflix, Goldman, Tesla In Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-21 07:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-rally-pulls-back-microsoft-google-slash-jobs-netflix-goldman-tesla-in-focus-weekly-review/><strong>Investor's Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market rally suffered some big losses during the week, with the major indexes breaking key levels. But stocks rebounded, led by the Nasdaq and growth plays, while the Dow struggled. Weak ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-rally-pulls-back-microsoft-google-slash-jobs-netflix-goldman-tesla-in-focus-weekly-review/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软","TSLA":"特斯拉","NFLX":"奈飞","GS":"高盛"},"source_url":"https://www.investors.com/news/stock-market-rally-pulls-back-microsoft-google-slash-jobs-netflix-goldman-tesla-in-focus-weekly-review/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119920034","content_text":"The stock market rally suffered some big losses during the week, with the major indexes breaking key levels. But stocks rebounded, led by the Nasdaq and growth plays, while the Dow struggled. Weak economic data coupled with low jobless claims and some still-hawkish Fed officials raised recession risks. Microsoft  and Google parent Alphabet  slashed jobs while Netflix  subscriber growth easily beat views. Morgan Stanley  topped forecasts while Goldman Sachs  fell far short of consensus.Stock Market RetreatsThe major indexes reversed sharply lower Wednesday, then extended losses Thursday before rebounding Friday, amid recession and Fed fears. The S&P 500 and Nasdaq regained their 50-day lines Friday, but the Dow Jones did not. Treasury yields tumbled, hitting their lowest levels since September, before bouncing somewhat. Crude oil futures moved above $80 a barrel.Economy Cools, Job Market Still TightRetail sales for December fell a sharper-than-expected 1.1% from November, or 0.7% excluding vehicles and gas. Along with downward revisions to the prior month's data, which now shows a 1% decline, the consumer appeared to end the year low on momentum. Holiday discounting and a strong October start to the Christmas shopping season may be partial explanations. But even sales at restaurants and bars dipped 0.9% and 0.1%, respectively, the past two months, a sign of belt tightening. Overall retail sales rose 6% from a year ago in December. That's still slightly positive on an inflation-adjusted basis, with goods, food and fuel prices up 4.85% from a year ago. Industrial production also fell in December, led by manufacturing, with downside revisions as well. However, December's producer price index, which measures wholesale inflation, fell 0.5% on the month, as the annual increase slowed to 6.2%.With more layoff announcements, including at Microsoft and Google, economists expect the job market to weaken. But it doesn't appear to have happened yet. New claims for jobless benefits fell to a stunningly low 190,000 in the week through Jan. 14 from a tame 205,000 the prior week. Given low jobless claims, January's jobs report, which is based on a mid-month employer survey, may look fairly solid.Microsoft, Google To Slash JobsSoftware giant Microsoft (MSFT) revealed plans to lay off 10,000 employees, or about 4.5% of its workforce. The move comes amid a slowdown in its core businesses of Windows and Office software. Microsoft will take a $1.2 billion charge in its just-ended fiscal second quarter related to severance costs and other restructuring expenses. Meanwhile, CEO Satya Nadella told employees the company will continue to allocate capital and talent to secular growth areas, such as artificial intelligence and cloud computing. Meanwhile, Google parent Alphabet (GOOGL) will cut 12,000 jobs, or 6% of staff. CEO Sundar Pichai said in a memo that the company ramped up staffing in recent years \"for a different economic reality than the one we face today.\"Netflix Tops Subscriber ViewsInternet television network Netflix (NFLX) added 7.66 million subscribers worldwide in the December quarter, crushing estimates for 4.57 million. It ended the year with 230.75 million total subscribers. However, Q4 EPS dived 91%, far below views. Revenue rose 2% to $7.85 billion, roughly in line. Netflix also gave mixed guidance for Q1. Co-founder Reed Hastings stepped down as co-CEO to become executive chairman, completing a succession process. Shares jumped.Tesla Continues BounceTesla stock continued to rally from bear market lows, with strong weekly gains. Weekly China EV registration data showed Tesla demand rebounding on price cuts there. The big issue is whether price cuts around the world will show a sustained increase, mitigating weaker gross margins. Meanwhile, Tesla faces a securities fraud lawsuit over Elon Musk's \"funding secured\" tweets about taking the EV giant private. Tesla will announce fourth-quarter earnings Wednesday.United Air Falls Despite Beat-And-Raise ReportUnited Airlines earnings surged 254% in Q4 vs. a year earlier, easily beating views. Revenue swelled 51% to $12.4 billion, also topping. The carrier also guided well above consensus for Q1 EPS. But shares suffered a big downside reversal on results. Shares had surged 23% and 12% in the prior two weeks, respectively.Morgan Stanley Beats, Goldman Misses BadlyMorgan Stanley (MS) earnings and revenue fell for the fourth straight quarter, with EPS down 37% and revenue 12%. But both beat views. Goldman Sachs (GS) earnings fell for the fifth straight quarter and revenue for the fourth consecutive period. EPS dived 69% to $3.32, far lower than consensus of $5.56 per share. Revenue fell 16%, just missing. Both companies saw major drops in investment banking revenue, partially offset by increases in net interest income. MS jumped Tuesday, then pared weekly gains. Goldman tumbled.Oil Services Giant SLB Tops ViewsSLB (SLB), formerly known as Schlumberger, reported a 73% EPS gain while revenue grew 27% to $7.9 billion, both topping. The company also gave an optimistic outlook for 2023 based on strong oil demand while supply is expected to remain tight. SLB stressed that commercial successes in the Middle East, with offshore projects and across North American markets are the reasons for this optimism. SLB shares were little changed, near four-year highs.Brokers Get Net Interest BoostCharles Schwab (SCHW) and Interactive Brokers (IBKR) both benefited from big boosts to net interest income. Schwab earnings rose 24.5%, just missing views, with revenue up 17%. Net interest income popped 41%. Interactive Brokers earnings growth accelerated for a second straight quarter, to 57%. Revenue spiked 62% to $976 million, easily beating. Net interest income skyrocketed 90% to $565 million.  SCHW stock tumbled. IBKR stock rose near to a buy point.Travelers, Allstate Warn On Big StormDow Jones component Travelers (TRV) reported preliminary Q4 EPS that was well below analyst views. That includes a $459 million pretax loss for catastrophic losses, mostly the late December winter storm. Allstate (ALL) sees an adjusted net loss of up to $385 million, reflecting a catastrophic loss of $779 million in Q4, with another $593 million in December. Travelers and Allstate shares fell sharply.News In BriefModerna (MRNA) popped Wednesday after the company said its experimental respiratory syncytial virus vaccine was 83.7% effective against two symptoms of RSV in adults age 60 and older. The vaccine was 82.4% protective against severe RSV, defined as three or more symptoms of the respiratory illness. Pfizer (PFE) and GlaxoSmithKline (GSK) also are working on RSV vaccines.Procter & Gamble (PG) earnings fell 4%, in line with fiscal Q2 views, while revenue dipped 1%, just beating. The consumer products giant hiked prices, but volumes also fell. PG stock stumbled as many food and consumer products firms skidded.J.B. Hunt Transport Services (JBHT) reported a surprise 16% EPS decline, with 4% revenue growth also missing. But the trucking firm sees a freight rebound later in 2023. JBHT stock jumped on earnings, adding to gains on a 5% dividend hike.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9955744401,"gmtCreate":1675809622503,"gmtModify":1675809626839,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955744401","repostId":"1187913650","repostType":4,"repost":{"id":"1187913650","pubTimestamp":1675808878,"share":"https://www.laohu8.com/m/news/1187913650?lang=&edition=full","pubTime":"2023-02-08 06:27","market":"us","language":"en","title":"Powell Says Further Rate Hikes Needed and Markets Take Heed","url":"https://stock-news.laohu8.com/highlight/detail?id=1187913650","media":"Bloomberg","summary":"Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to ","content":"<html><head></head><body><p>Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.</p><p>In particular, Powell floated the idea during an event in Washington on Tuesday that borrowing costs may reach a higher peak than traders and policymakers anticipate.</p><p>The talk was Powell’s first since last Wednesday, following the Fed’s decision to raise rates by a quarter point, when markets shook off his warning that rates were headed up and rallied anyway. The chair offered similar words again but, in the aftermath of a red-hot January employment report, they hit home harder.</p><p>“We think we are going to need to do further rate increases,” Powell told David Rubenstein during a question-and-answer session at the Economic Club of Washington. “The labor market is extraordinarily strong.”</p><p>If the job situation remains very hot, “it may well be the case that we have to do more,” he said.</p><p>Much stronger than expected US government data on Friday showed employers added 517,000 new workers in January while unemployment fell to 3.4%, the lowest rate since 1969. Powell said the report “shows you why we think this will be a process that takes a significant period of time.”</p><p>Bonds sold off after an initial rally as the Fed chair opened the door to a higher peak rate in 2023 if the job market doesn’t start cooling. US stocks also backtracked as Powell spoke but closed the session higher.</p><p>His remarks suggest that the 5.1% interest-rate peak forecast by officials in December, according to their median projection, is a soft ceiling. Powell sounded willing to follow the data and move higher if necessary.</p><p>The Federal Open Market Committee lifted its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% last week. The smaller move followed a half-point increase in December and four jumbo-sized 75 basis-point hikes prior to that.</p><p>A string of milder readings on price pressures has fanned optimism that the Fed was winning the battle against inflation that last year reached the highest level in four decades. But officials say they are determined not to declare victory prematurely.</p><p>January’s consumer price report could cool by less than expected, underscoring the need for the Fed to push ahead with rate hikes in march and May, said Omair Sharif at Inflation Insights in Sacramento.</p><p>“There are still plenty of hurdles on the horizon for inflation,” he said. “You will see some repricing here” as investors adjust to how high they expect the Fed to lift borrowing costs.</p><p>Investors, responding to January’s sizzling employment report, now expect rate to rise to just above 5%, similar to what Fed officials forecast in December.</p><p>Powell has argued that easing pressure in the labor market is part of the answer to cooling off inflation in core services, excluding housing, a measure he has highlighted.</p><p><img src=\"https://community-static.tradeup.com/news/63c4b2e2c2cc020c8103a02f1107db30\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>U.S. central bankers were caught off guard by a rapid rise in prices in the final quarter of 2021. Inflation, by their preferred measure, rose 5% in the 12 months through December, far above their 2% target.</p><p>While some measures of inflation have cooled in recent months, Powell told reporters last week that officials need “substantially more evidence” to be confident that inflation is on a downward path.</p></body></html>","source":"lsy1584095487587","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>Powell Says Further Rate Hikes Needed and Markets Take Heed</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\">\nPowell Says Further Rate Hikes Needed and Markets Take Heed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 06:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.In particular, Powell floated the idea ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2023-02-07/powell-says-further-rate-hikes-needed-amid-strong-labor-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187913650","content_text":"Federal Reserve Chair Jerome Powell stuck to his message that interest rates need to keep rising to quash inflation and this time, the bond market listened.In particular, Powell floated the idea during an event in Washington on Tuesday that borrowing costs may reach a higher peak than traders and policymakers anticipate.The talk was Powell’s first since last Wednesday, following the Fed’s decision to raise rates by a quarter point, when markets shook off his warning that rates were headed up and rallied anyway. The chair offered similar words again but, in the aftermath of a red-hot January employment report, they hit home harder.“We think we are going to need to do further rate increases,” Powell told David Rubenstein during a question-and-answer session at the Economic Club of Washington. “The labor market is extraordinarily strong.”If the job situation remains very hot, “it may well be the case that we have to do more,” he said.Much stronger than expected US government data on Friday showed employers added 517,000 new workers in January while unemployment fell to 3.4%, the lowest rate since 1969. Powell said the report “shows you why we think this will be a process that takes a significant period of time.”Bonds sold off after an initial rally as the Fed chair opened the door to a higher peak rate in 2023 if the job market doesn’t start cooling. US stocks also backtracked as Powell spoke but closed the session higher.His remarks suggest that the 5.1% interest-rate peak forecast by officials in December, according to their median projection, is a soft ceiling. Powell sounded willing to follow the data and move higher if necessary.The Federal Open Market Committee lifted its benchmark rate by a quarter percentage point to a range of 4.5% to 4.75% last week. The smaller move followed a half-point increase in December and four jumbo-sized 75 basis-point hikes prior to that.A string of milder readings on price pressures has fanned optimism that the Fed was winning the battle against inflation that last year reached the highest level in four decades. But officials say they are determined not to declare victory prematurely.January’s consumer price report could cool by less than expected, underscoring the need for the Fed to push ahead with rate hikes in march and May, said Omair Sharif at Inflation Insights in Sacramento.“There are still plenty of hurdles on the horizon for inflation,” he said. “You will see some repricing here” as investors adjust to how high they expect the Fed to lift borrowing costs.Investors, responding to January’s sizzling employment report, now expect rate to rise to just above 5%, similar to what Fed officials forecast in December.Powell has argued that easing pressure in the labor market is part of the answer to cooling off inflation in core services, excluding housing, a measure he has highlighted.U.S. central bankers were caught off guard by a rapid rise in prices in the final quarter of 2021. Inflation, by their preferred measure, rose 5% in the 12 months through December, far above their 2% target.While some measures of inflation have cooled in recent months, Powell told reporters last week that officials need “substantially more evidence” to be confident that inflation is on a downward path.","news_type":1},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952791257,"gmtCreate":1674950396479,"gmtModify":1676538967196,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952791257","repostId":"1163548032","repostType":4,"repost":{"id":"1163548032","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1674900769,"share":"https://www.laohu8.com/m/news/1163548032?lang=&edition=full","pubTime":"2023-01-28 18:12","market":"us","language":"en","title":"Meta Earnings Preview: Reels, WhatsApp Gains in Focus; Metaverse Spending Extends","url":"https://stock-news.laohu8.com/highlight/detail?id=1163548032","media":"Tiger Newspress","summary":"The revenue run rate for Reels and WhatsApp will be a key focus for sales growth. Losses in Meta's R","content":"<html><head></head><body><blockquote>The revenue run rate for Reels and WhatsApp will be a key focus for sales growth. Losses in Meta&#39;s Reality Labs segment could be around $4 billion in 4Q. The ad-pricing decline could persist due to IDFA changes.</blockquote><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> announced that it will release its fourth-quarter, 2022 earnings report after the market closes on Wednesday, Feb. 1.</p><p>Analysts expect Meta to post revenue of $31.57 billion, down 6.2% from the same period of the last year. Adjusted net profit of $6.4 billion, and adjusted EPS of $2.92 for the quarter, according to Bloomberg consensus.</p><h3>Latest Results and Outlook</h3><p>In the third quarter, Meta posted revenue of $27.7 billion, slightly beating analysts’ average estimate for $27.4 billion. Net income fell 52% from the same quarter last year to $4.4 billion. Earnings per share were $1.64, below the $1.88 per share average estimate.</p><p>Meta Platforms gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising market amid an economic slowdown.</p><p>The owner of Instagram and Facebook said it sees $30 billion to $32.5 billion in revenue in the last three months of the year. Analysts had been expecting $32.2 billion, according to estimates compiled by Bloomberg.</p><h3>Meta’s Expenses on the Metaverse Extends in Q4</h3><p>The company, which changed its name from Facebook to Meta a year ago, is betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse bet next year.</p><p>The metaverse will keep the company’s expenses “relatively high”. Meta’s expensive bet on the metaverse isn’t going away any time soon and will account this year for a fifth of all costs.</p><p>Meta now expects total expenses for 2022 to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion.</p><p>Revenues associated with the metaverse are expected to be several times that of Facebook, as while folks might be accessing Facebook multiple times a day, they would be spending significantly larger fractions of their day, immersed in the metaverse. Based on META’s projections, within a decade of launch, time spent in the metaverse could reflect that spent watching television in the 1990’s, or perusing Facebook in more recent times. Moreover, considering that Meta is building the metaverse block by block, first mover advantage could provide the firm with a land-grab opportunity to secure the largest advertisement contracts, for significant time horizons.</p><h3>Meta&#39;s Ad-Pricing Decline Could Persist in Q4</h3><p>Facebook &amp; Instagram together is undoubtedly the No.1 Social Network platform by number of users. However, this is not the only metric determining the success of Social Network Ads. User time spent and user distribution by generation all remain crucial when we evaluate the Ads dollar potential.</p><p>Since 2020, Facebook users time spent has been trending down. Instagram users time spent grows slightly year over year, but remains around 30 mins. According to eMarketer, TikTok&#39;s users time spent in US is 56 mins. This proved how popular short-form video is nowadays.</p><p>META’s business is comprised of two segments: Family of Apps (FOA), which includes revenues from Facebook, Instagram, Messenger, and WhatsApp; and Reality Labs (RL), which generates sales from virtual reality (VR) headsets, augmented reality (AR) smart glasses, and the Horizon Worlds, metaverse platform. Over nine months ended September 2022, FoA represented 98.3% of total revenues (advertisements contributed 97.6%), and RL accounted for 1.7%.</p><p>Meta’s once-lucrative ad business is stagnating in 2022 because of changes in Apple Inc.’s privacy policy that makes it more difficult to target consumers with ads on its devices.</p><p>Perhaps more crucially, investors will want to see how much of a squeeze Apple’s privacy policy change is continuing to put on ad revenue. In February, Meta estimated Apple’s move would cause a $10 billion revenue hit for the year.</p><p>Meta has transformed a number of key parts of its business. As ByteDance Ltd.’s popular TikTok app has won users’ time and accustomed them to a feed of vertical videos based on users’ interests, Meta has changed Facebook and Instagram’s experiences to show more algorithmically-chosen content and less from the people you follow. Its short-form videos, called Reels, are meant to increase user engagement and revenue opportunities on the app.</p><h3>Analyst Opinions</h3><p>Meta is the best performer in the S&amp;P 500 Index since the stock’s recent low in November, gaining 54%. The bounce was partially driven by the social-media firm’s announcement that it would slash more than 11,000 jobs, the first major round of layoffs in the company’s history.</p><p>Analysts have slashed their average expectations for adjusted earnings per share by 27% and for revenue by 15% over the last six months, according to Bloomberg data.</p><p>Still, there are plenty of bulls. JPMorgan Chase &amp; Co.’s Doug Anmuth last month upgraded his recommendation on Meta to overweight from neutral, noting cheap valuations. And among investors polled by JPMorgan this month, 41% said they expected Meta to be the top-performing megacap internet stock of 2023.</p><p>Sylvia Jablonski, chief investment officer of Defiance ETFs, said Meta appeared to have recognized that shifting focus back to its ad business would be strategically better than throwing all of its eggs into the metaverse basket. This is “a welcome balance for investors,” she said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Earnings Preview: Reels, WhatsApp Gains in Focus; Metaverse Spending Extends</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\">\nMeta Earnings Preview: Reels, WhatsApp Gains in Focus; Metaverse Spending Extends\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-01-28 18:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>The revenue run rate for Reels and WhatsApp will be a key focus for sales growth. Losses in Meta&#39;s Reality Labs segment could be around $4 billion in 4Q. The ad-pricing decline could persist due to IDFA changes.</blockquote><p><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> announced that it will release its fourth-quarter, 2022 earnings report after the market closes on Wednesday, Feb. 1.</p><p>Analysts expect Meta to post revenue of $31.57 billion, down 6.2% from the same period of the last year. Adjusted net profit of $6.4 billion, and adjusted EPS of $2.92 for the quarter, according to Bloomberg consensus.</p><h3>Latest Results and Outlook</h3><p>In the third quarter, Meta posted revenue of $27.7 billion, slightly beating analysts’ average estimate for $27.4 billion. Net income fell 52% from the same quarter last year to $4.4 billion. Earnings per share were $1.64, below the $1.88 per share average estimate.</p><p>Meta Platforms gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising market amid an economic slowdown.</p><p>The owner of Instagram and Facebook said it sees $30 billion to $32.5 billion in revenue in the last three months of the year. Analysts had been expecting $32.2 billion, according to estimates compiled by Bloomberg.</p><h3>Meta’s Expenses on the Metaverse Extends in Q4</h3><p>The company, which changed its name from Facebook to Meta a year ago, is betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse bet next year.</p><p>The metaverse will keep the company’s expenses “relatively high”. Meta’s expensive bet on the metaverse isn’t going away any time soon and will account this year for a fifth of all costs.</p><p>Meta now expects total expenses for 2022 to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion.</p><p>Revenues associated with the metaverse are expected to be several times that of Facebook, as while folks might be accessing Facebook multiple times a day, they would be spending significantly larger fractions of their day, immersed in the metaverse. Based on META’s projections, within a decade of launch, time spent in the metaverse could reflect that spent watching television in the 1990’s, or perusing Facebook in more recent times. Moreover, considering that Meta is building the metaverse block by block, first mover advantage could provide the firm with a land-grab opportunity to secure the largest advertisement contracts, for significant time horizons.</p><h3>Meta&#39;s Ad-Pricing Decline Could Persist in Q4</h3><p>Facebook &amp; Instagram together is undoubtedly the No.1 Social Network platform by number of users. However, this is not the only metric determining the success of Social Network Ads. User time spent and user distribution by generation all remain crucial when we evaluate the Ads dollar potential.</p><p>Since 2020, Facebook users time spent has been trending down. Instagram users time spent grows slightly year over year, but remains around 30 mins. According to eMarketer, TikTok&#39;s users time spent in US is 56 mins. This proved how popular short-form video is nowadays.</p><p>META’s business is comprised of two segments: Family of Apps (FOA), which includes revenues from Facebook, Instagram, Messenger, and WhatsApp; and Reality Labs (RL), which generates sales from virtual reality (VR) headsets, augmented reality (AR) smart glasses, and the Horizon Worlds, metaverse platform. Over nine months ended September 2022, FoA represented 98.3% of total revenues (advertisements contributed 97.6%), and RL accounted for 1.7%.</p><p>Meta’s once-lucrative ad business is stagnating in 2022 because of changes in Apple Inc.’s privacy policy that makes it more difficult to target consumers with ads on its devices.</p><p>Perhaps more crucially, investors will want to see how much of a squeeze Apple’s privacy policy change is continuing to put on ad revenue. In February, Meta estimated Apple’s move would cause a $10 billion revenue hit for the year.</p><p>Meta has transformed a number of key parts of its business. As ByteDance Ltd.’s popular TikTok app has won users’ time and accustomed them to a feed of vertical videos based on users’ interests, Meta has changed Facebook and Instagram’s experiences to show more algorithmically-chosen content and less from the people you follow. Its short-form videos, called Reels, are meant to increase user engagement and revenue opportunities on the app.</p><h3>Analyst Opinions</h3><p>Meta is the best performer in the S&amp;P 500 Index since the stock’s recent low in November, gaining 54%. The bounce was partially driven by the social-media firm’s announcement that it would slash more than 11,000 jobs, the first major round of layoffs in the company’s history.</p><p>Analysts have slashed their average expectations for adjusted earnings per share by 27% and for revenue by 15% over the last six months, according to Bloomberg data.</p><p>Still, there are plenty of bulls. JPMorgan Chase &amp; Co.’s Doug Anmuth last month upgraded his recommendation on Meta to overweight from neutral, noting cheap valuations. And among investors polled by JPMorgan this month, 41% said they expected Meta to be the top-performing megacap internet stock of 2023.</p><p>Sylvia Jablonski, chief investment officer of Defiance ETFs, said Meta appeared to have recognized that shifting focus back to its ad business would be strategically better than throwing all of its eggs into the metaverse basket. This is “a welcome balance for investors,” she said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163548032","content_text":"The revenue run rate for Reels and WhatsApp will be a key focus for sales growth. Losses in Meta's Reality Labs segment could be around $4 billion in 4Q. The ad-pricing decline could persist due to IDFA changes.Meta Platforms announced that it will release its fourth-quarter, 2022 earnings report after the market closes on Wednesday, Feb. 1.Analysts expect Meta to post revenue of $31.57 billion, down 6.2% from the same period of the last year. Adjusted net profit of $6.4 billion, and adjusted EPS of $2.92 for the quarter, according to Bloomberg consensus.Latest Results and OutlookIn the third quarter, Meta posted revenue of $27.7 billion, slightly beating analysts’ average estimate for $27.4 billion. Net income fell 52% from the same quarter last year to $4.4 billion. Earnings per share were $1.64, below the $1.88 per share average estimate.Meta Platforms gave a forecast for revenue in the fourth quarter that was on the low end of analysts’ estimates, showing the social-media platform continues to struggle with a weak advertising market amid an economic slowdown.The owner of Instagram and Facebook said it sees $30 billion to $32.5 billion in revenue in the last three months of the year. Analysts had been expecting $32.2 billion, according to estimates compiled by Bloomberg.Meta’s Expenses on the Metaverse Extends in Q4The company, which changed its name from Facebook to Meta a year ago, is betting big on the metaverse, virtual-reality-fueled gathering places that Zuckerberg thinks will host the future of work and communication. The effort is losing Meta billions, and the company expects to lose more money on the metaverse bet next year.The metaverse will keep the company’s expenses “relatively high”. Meta’s expensive bet on the metaverse isn’t going away any time soon and will account this year for a fifth of all costs.Meta now expects total expenses for 2022 to be $85 billion to $87 billion. For 2023, that number will grow to an expected $96 billion to $101 billion.Revenues associated with the metaverse are expected to be several times that of Facebook, as while folks might be accessing Facebook multiple times a day, they would be spending significantly larger fractions of their day, immersed in the metaverse. Based on META’s projections, within a decade of launch, time spent in the metaverse could reflect that spent watching television in the 1990’s, or perusing Facebook in more recent times. Moreover, considering that Meta is building the metaverse block by block, first mover advantage could provide the firm with a land-grab opportunity to secure the largest advertisement contracts, for significant time horizons.Meta's Ad-Pricing Decline Could Persist in Q4Facebook & Instagram together is undoubtedly the No.1 Social Network platform by number of users. However, this is not the only metric determining the success of Social Network Ads. User time spent and user distribution by generation all remain crucial when we evaluate the Ads dollar potential.Since 2020, Facebook users time spent has been trending down. Instagram users time spent grows slightly year over year, but remains around 30 mins. According to eMarketer, TikTok's users time spent in US is 56 mins. This proved how popular short-form video is nowadays.META’s business is comprised of two segments: Family of Apps (FOA), which includes revenues from Facebook, Instagram, Messenger, and WhatsApp; and Reality Labs (RL), which generates sales from virtual reality (VR) headsets, augmented reality (AR) smart glasses, and the Horizon Worlds, metaverse platform. Over nine months ended September 2022, FoA represented 98.3% of total revenues (advertisements contributed 97.6%), and RL accounted for 1.7%.Meta’s once-lucrative ad business is stagnating in 2022 because of changes in Apple Inc.’s privacy policy that makes it more difficult to target consumers with ads on its devices.Perhaps more crucially, investors will want to see how much of a squeeze Apple’s privacy policy change is continuing to put on ad revenue. In February, Meta estimated Apple’s move would cause a $10 billion revenue hit for the year.Meta has transformed a number of key parts of its business. As ByteDance Ltd.’s popular TikTok app has won users’ time and accustomed them to a feed of vertical videos based on users’ interests, Meta has changed Facebook and Instagram’s experiences to show more algorithmically-chosen content and less from the people you follow. Its short-form videos, called Reels, are meant to increase user engagement and revenue opportunities on the app.Analyst OpinionsMeta is the best performer in the S&P 500 Index since the stock’s recent low in November, gaining 54%. The bounce was partially driven by the social-media firm’s announcement that it would slash more than 11,000 jobs, the first major round of layoffs in the company’s history.Analysts have slashed their average expectations for adjusted earnings per share by 27% and for revenue by 15% over the last six months, according to Bloomberg data.Still, there are plenty of bulls. JPMorgan Chase & Co.’s Doug Anmuth last month upgraded his recommendation on Meta to overweight from neutral, noting cheap valuations. And among investors polled by JPMorgan this month, 41% said they expected Meta to be the top-performing megacap internet stock of 2023.Sylvia Jablonski, chief investment officer of Defiance ETFs, said Meta appeared to have recognized that shifting focus back to its ad business would be strategically better than throwing all of its eggs into the metaverse basket. This is “a welcome balance for investors,” she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9923496190,"gmtCreate":1670891702110,"gmtModify":1676538454033,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923496190","repostId":"1172918422","repostType":4,"repost":{"id":"1172918422","pubTimestamp":1670887939,"share":"https://www.laohu8.com/m/news/1172918422?lang=&edition=full","pubTime":"2022-12-13 07:32","market":"us","language":"en","title":"After-Hours Movers: Oracle Gains on Eanings, Norwegian Cruise Falls on Downgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1172918422","media":"StreetInsider","summary":"After-Hours Stock Movers:Blue Bird Corporation (NASDAQ:BLBD) 3% LOWER; reported Q4 EPS of ($0.66), $","content":"<html><head></head><body><p>After-Hours Stock Movers:</p><p>Blue Bird Corporation (NASDAQ:BLBD) 3% LOWER; reported Q4 EPS of ($0.66), $0.70 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $257.7 million versus the consensus estimate of $221.63 million.</p><p>Oracle (NYSE:ORCL) 2% HIGHER; reported Q2 EPS of $1.21, $0.05 better than the analyst estimate of $1.16. Revenue for the quarter came in at $12.3 billion versus the consensus estimate of $11.95 billion.</p><p>Norwegian Cruise Line Holdings (NYSE:NCLH) 1% LOWER;UBSdowngraded from Buy to Neutral</p><p>Raytheon Technologies&#39; (NYSE:RTX) 1% HIGHER; Board of Directors authorized today the repurchase of up to $6 billion of the company&#39;s outstanding common stock. The new authorization replaces the company&#39;s previous program, approved Dec. 7, 2021. Share repurchases may take place from time to time, subject to market conditions and at the company&#39;s discretion, in the open market, through privately negotiated transactions or other means.</p></body></html>","source":"highlight_streetinsider","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>After-Hours Movers: Oracle Gains on Eanings, Norwegian Cruise Falls on Downgrade</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\">\nAfter-Hours Movers: Oracle Gains on Eanings, Norwegian Cruise Falls on Downgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-13 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/Special+Reports/After-hours+movers%3A+Oracle+gains+on+eanings%2C+Norwegian+Cruise+falls+on+downgrade/20959863.html><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After-Hours Stock Movers:Blue Bird Corporation (NASDAQ:BLBD) 3% LOWER; reported Q4 EPS of ($0.66), $0.70 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $257.7 million ...</p>\n\n<a href=\"https://www.streetinsider.com/Special+Reports/After-hours+movers%3A+Oracle+gains+on+eanings%2C+Norwegian+Cruise+falls+on+downgrade/20959863.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ORCL":"甲骨文","BLBD":"Blue Bird Corp","RTX":"雷神技术公司","NCLH":"挪威邮轮"},"source_url":"https://www.streetinsider.com/Special+Reports/After-hours+movers%3A+Oracle+gains+on+eanings%2C+Norwegian+Cruise+falls+on+downgrade/20959863.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172918422","content_text":"After-Hours Stock Movers:Blue Bird Corporation (NASDAQ:BLBD) 3% LOWER; reported Q4 EPS of ($0.66), $0.70 worse than the analyst estimate of $0.04. Revenue for the quarter came in at $257.7 million versus the consensus estimate of $221.63 million.Oracle (NYSE:ORCL) 2% HIGHER; reported Q2 EPS of $1.21, $0.05 better than the analyst estimate of $1.16. Revenue for the quarter came in at $12.3 billion versus the consensus estimate of $11.95 billion.Norwegian Cruise Line Holdings (NYSE:NCLH) 1% LOWER;UBSdowngraded from Buy to NeutralRaytheon Technologies' (NYSE:RTX) 1% HIGHER; Board of Directors authorized today the repurchase of up to $6 billion of the company's outstanding common stock. The new authorization replaces the company's previous program, approved Dec. 7, 2021. Share repurchases may take place from time to time, subject to market conditions and at the company's discretion, in the open market, through privately negotiated transactions or other means.","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132675,"gmtCreate":1674520627797,"gmtModify":1676538944399,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132675","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://www.laohu8.com/m/news/2305715203?lang=&edition=full","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</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\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","TSLA":"特斯拉","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","APR":"Apria, Inc.",".IXIC":"NASDAQ Composite","LABP":"Landos Biopharma, Inc.",".SPX":"S&P 500 Index","OEX":"标普100","LHDX":"Lucira Health, Inc.","DDM":"道指两倍做多ETF","DOG":"道指反向ETF","DXD":"道指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SDS":"两倍做空标普500ETF","SH":"标普500反向ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9966355954,"gmtCreate":1669426700478,"gmtModify":1676538195609,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/9966355954","repostId":"2286395195","repostType":4,"repost":{"id":"2286395195","pubTimestamp":1669424451,"share":"https://www.laohu8.com/m/news/2286395195?lang=&edition=full","pubTime":"2022-11-26 09:00","market":"us","language":"en","title":"93% of Warren Buffett's Portfolio Is in These 4 Sectors","url":"https://stock-news.laohu8.com/highlight/detail?id=2286395195","media":"Motley Fool","summary":"The Oracle of Omaha is a big believer in portfolio concentration.","content":"<html><head></head><body><p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of <b>Berkshire Hathaway</b> in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company&#39;s Class A shares (BRK.A) of better than 3,600,000%.</p><p>While there is a long list of reasons for Buffett&#39;s success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett&#39;s portfolio can be traced to just four sectors.</p><h2>Technology: 44.18% of invested assets</h2><p>Although Buffett&#39;s company owns a half-dozen tech stocks, it&#39;s <b>Apple</b> that accounts for the lion&#39;s share of Berkshire Hathaway&#39;s investment portfolio. As of this past weekend, Apple made up 40% of Berkshire&#39;s invested assets.</p><p>What makes Apple so special is its dominance in a variety of categories. It&#39;s widely regarded as the world&#39;s most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company&#39;s iPhone accounts for more than half of all smartphone market share.</p><p>Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that&#39;s designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it&#39;s a way to mitigate revenue fluctuations tied to physical product replacement cycles.</p><p>The other intriguing investment within tech is Buffett&#39;s newest: <b>Taiwan Semiconductor Manufacturing Company</b>, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple&#39;s products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it&#39;s only logical that its chip supplier would benefit, too.</p><h2>Financials: 24.08% of invested assets</h2><p>Without question, the least surprising aspect of Berkshire Hathaway&#39;s portfolio is that financial stocks play a key role. As of the end of last week, Buffett&#39;s company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.</p><p>The reason Buffett loves putting Berkshire&#39;s money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.</p><p>The largest financial in Berkshire&#39;s investment portfolio is <b>Bank of America</b>. At the moment, BofA&#39;s interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.</p><p>Credit-services provider <b>American Express</b> is another large and longtime holding. The beauty of AmEx&#39;s operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.</p><h2>Energy: 12.99% of invested assets</h2><p>Prior to 2022, energy stocks hadn&#39;t accounted for more than 8.9% of Warren Buffett&#39;s investment portfolio at any point this century. But that&#39;s changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.</p><p>The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to &#34;energy stocks&#34; are tied up in just two companies: <b>Chevron</b>  and <b>Occidental Petroleum</b>. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion <i>isn&#39;t</i> included in the $44.9 billion figure.</p><p>The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there&#39;s certainly reason to believe that&#39;ll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It&#39;s a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.</p><p>Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.</p><h2>Consumer staples: 11.38% of invested assets</h2><p>The fourth sector that makes up a sizable portion of Warren Buffett&#39;s portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.</p><p>The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we&#39;re experiencing now.</p><p>Warren Buffett&#39;s longest-held stock, <b>Coca-Cola</b>, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.</p><p>Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.</p><p>But it is worth noting that, with the exception of grocery chain <b>Kroger</b>, Buffett&#39;s company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett&#39;s investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway&#39;s investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>93% of Warren Buffett's Portfolio Is in These 4 Sectors</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\">\n93% of Warren Buffett's Portfolio Is in These 4 Sectors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KR":"克罗格","BAC":"美国银行","AXP":"美国运通","TSM":"台积电","OXY":"西方石油","AAPL":"苹果","CVX":"雪佛龙","KO":"可口可乐"},"source_url":"https://www.fool.com/investing/2022/11/25/93-warren-buffett-portfolio-is-in-these-4-sectors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2286395195","content_text":"Though there are a lot of great money managers, few can hold a candle to the Oracle of Omaha, Warren Buffett. Since becoming CEO of Berkshire Hathaway in 1965, Buffett has overseen the creation of more than $680 billion in shareholder value and delivered an aggregate return on his company's Class A shares (BRK.A) of better than 3,600,000%.While there is a long list of reasons for Buffett's success, one of the most overlooked catalysts is portfolio concentration. Despite having more than $345 billion invested in around four dozen securities, 93% of Warren Buffett's portfolio can be traced to just four sectors.Technology: 44.18% of invested assetsAlthough Buffett's company owns a half-dozen tech stocks, it's Apple that accounts for the lion's share of Berkshire Hathaway's investment portfolio. As of this past weekend, Apple made up 40% of Berkshire's invested assets.What makes Apple so special is its dominance in a variety of categories. It's widely regarded as the world's most valuable brand, and it has an exceptionally loyal customer base. Within the U.S., the company's iPhone accounts for more than half of all smartphone market share.Beyond the physical products that brought the company fame, Apple CEO Tim Cook is leading a multiyear shift that's designed to promote subscription services. For Apple, subscription services should be a higher-margin segment that leads to predictable quarterly cash flow. In short, it's a way to mitigate revenue fluctuations tied to physical product replacement cycles.The other intriguing investment within tech is Buffett's newest: Taiwan Semiconductor Manufacturing Company, which is better known as TSMC. What makes this a seemingly no-brainer investment for Buffett is TSMC is the exclusive supplier of silicon processing chips used in Apple's products.  If the Oracle of Omaha and his investment team expect Apple to outperform over the long run, it's only logical that its chip supplier would benefit, too.Financials: 24.08% of invested assetsWithout question, the least surprising aspect of Berkshire Hathaway's portfolio is that financial stocks play a key role. As of the end of last week, Buffett's company was invested in 17 financial securities (this includes two exchange-traded funds) that equated to about $83.3 billion in market value.The reason Buffett loves putting Berkshire's money to work in financial stocks is that they get the benefit of time as an ally. Despite recessions being a regular part of the economic cycle, periods of expansion last considerably longer than recessions. Owning an assortment of banks, insurers, and payment providers allows Berkshire Hathaway to take advantage of the natural expansion in U.S. and global gross domestic product -- as well as consumer and enterprise spending -- over time.The largest financial in Berkshire's investment portfolio is Bank of America. At the moment, BofA's interest rate sensitivity is its biggest catalyst. No large bank stock will see its net interest income fluctuate more with changes to the yield curve than Bank of America. Considering that the Federal Reserve has no choice but to aggressively raise rates in order to tame historically high inflation, BofA is set to generate billions of dollars in added net interest income.Credit-services provider American Express is another large and longtime holding. The beauty of AmEx's operating model is that the company is able to double dip during periods of expansion. In addition to bringing in merchant fees, it also collects interest income and cardholder fees as a lender.Energy: 12.99% of invested assetsPrior to 2022, energy stocks hadn't accounted for more than 8.9% of Warren Buffett's investment portfolio at any point this century. But that's changed in a big way, with energy stocks accounting for nearly 13% of invested assets as of this past week.The real jaw-dropper is that the $44.9 billion Buffett and his team have apportioned to \"energy stocks\" are tied up in just two companies: Chevron  and Occidental Petroleum. Berkshire Hathaway also holds $10 billion in preferred stock of Occidental Petroleum that yields 8% annually. This $10 billion isn't included in the $44.9 billion figure.The only reason the Oracle of Omaha would make this bet is if he believed crude oil and natural gas prices would head higher or remain well above their historical average -- and there's certainly reason to believe that'll be the case. The pandemic forced most drilling, exploration, and energy infrastructure companies to significantly pare back their investments. When coupled with Russia invading Ukraine in February, it creates a situation where increasing the global oil and gas supply to meet growing demand becomes difficult. It's a simple situation of demand outpacing supply, with oil and natural gas prices heading higher as a result.Additionally, Chevron and Occidental Petroleum are both integrated operators. Although drilling provides the best margins for oil and gas companies, integrated operators can lean on midstream assets, such as pipelines, or downstream assets, like refineries and chemical plants, if energy commodity prices fall.Consumer staples: 11.38% of invested assetsThe fourth sector that makes up a sizable portion of Warren Buffett's portfolio is consumer staples. Interestingly, though, the 11.38% weighting, as of last week, would be a low point this century.The lure of consumer staples stocks is the predictability of their cash flow and profit potential. No matter how poorly the U.S. economy or stock market performs, people still need to purchase food, beverages, detergent, toothpaste, toilet paper, and so on. This is what makes this sector so appealing during periods of uncertainty, such as we're experiencing now.Warren Buffett's longest-held stock, Coca-Cola, is a consumer staple. Coca-Cola is one of the most recognized brands in the world, which is a testament to its stellar marketing and its ability to cross generational gaps to engage with consumers.Furthermore, Coca-Cola is about as geographically diversified as businesses get. With the exception of North Korea, Cuba, and Russia (the latter is due to its invasion of Ukraine), Coke has ongoing operations in every other country right now. This helps it take advantage of predictable cash flow in developed markets, as well as higher organic growth rates in emerging markets.But it is worth noting that, with the exception of grocery chain Kroger, Buffett's company has shied away from buying consumer staple stocks in recent years. This could be an indication that Buffett's investing lieutenants, Todd Combs and Ted Weschler, are playing a bigger role in Berkshire Hathaway's investments. Combs and Weschler have demonstrated a larger appetite for risk-taking when compared to Warren Buffett.","news_type":1},"isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963576174,"gmtCreate":1668731527898,"gmtModify":1676538103206,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9963576174","repostId":"1128815375","repostType":4,"repost":{"id":"1128815375","pubTimestamp":1668727967,"share":"https://www.laohu8.com/m/news/1128815375?lang=&edition=full","pubTime":"2022-11-18 07:32","market":"us","language":"en","title":"Record Options Trading Shows Jitters Before $2 Trillion \"OpEx“","url":"https://stock-news.laohu8.com/highlight/detail?id=1128815375","media":"Bloomberg","summary":"The 4,000 level for S&P 500 is a battlefield for bulls, bearsCboe put-call ratio for single stocks r","content":"<html><head></head><body><ul><li>The 4,000 level for S&amp;P 500 is a battlefield for bulls, bears</li><li>Cboe put-call ratio for single stocks reaches a 25-year high</li></ul><p>Nowhere better illustrates Wall Street’s febrile sentiment than the stock-derivatives market, where trading volumes are breaking records heading into Friday’s $2.1 trillion options expiration.</p><p>The monthly event, known as OpEx, has a reputation for stoking volatility as traders and dealers rebalance their big exposures en masse. Now, with demand for both bullish and bearish index contracts booming while hedging in single stocks explodes in popularity, OpEx comes at a precarious time.</p><p>Twice this week, the S&amp;P 500 has briefly surpassed 4,000 -- a battleground threshold for traders that has garnering the highest open interest among contracts set to roll out on Friday. The benchmark gauge has fallen in three of the past four sessions, after jumping more than 5% last Thursday on promising inflation data that sparked a wave of short covering and call buying. The index fell 0.3% to close at 3,947 Thursday.</p><p>Amateurs and professionals have been flocking to short-dated contracts to cope with the market whiplash of late, an activity that has exerted outsize impact on the underlying equities. That suggests Friday’s options runoff may expose stocks to further price swings.</p><p><img src=\"https://static.tigerbbs.com/160542b850a7090e1ce7b0b8f9fae3bc\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>Not everyone buys into the idea that derivatives wield this kind of power. But to some market watchers, it’s no coincidence that the OpEx week has seen stocks falling in eight out of the last 10 months.</p><p>“Option prices and tails have dropped sharply and present a good opportunity” to add protective hedges, said RBC Capital Markets’ strategist Amy Wu Silverman, citing the possibility that entrenched inflation renews pressure on equities.</p><p>Federal Reserve-induced market gyrations are encouraging investors to go all-in on options to place bullish and bearish bets alike. About 46 million options contracts have changed hands each day in November, poised for the busiest month on record, data compiled by Bloomberg show. That’s up 12% from last month.</p><p>The boom was in part driven by derivatives maturing within 24 hours. Such contracts made up a whopping 44% of S&amp;P 500 options trading in the past month, according to an estimate by Goldman Sachs Group Inc. strategists including Rocky Fishman.</p><p><img src=\"https://static.tigerbbs.com/379b3b566ab08485d9233abd788c18fc\" tg-width=\"800\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/>At the same time hedging activity in single stocks just exploded. The Cboe equity put-call ratio on Wednesday soared to the highest level since 1997. From earnings blowups at tech giants to the uncertain path of the Federal Reserve’s monetary policy, volatility has been the only certainty in the market.</p><p>Still, nothing is ever simple in this corner of Wall Street given mixed signals on investor positioning to glean sentiment. For example, judging by the S&amp;P 500’s skew -- the relative cost of puts versus calls that has hovered near multiyear lows -- traders appear more sanguine.</p><p>And thanks to the short shelf-life of options that are currently in demand, open interest in S&amp;P 500 contracts has increased at a much slower pace, rising only 4% from the day before the last OpEx. Though with 20 million contracts outstanding, the open interest was the highest since March 2020.</p><p><img src=\"https://static.tigerbbs.com/3f29c76793e533f55cc96511de2aa922\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>“We did see a lot of recent interest by call buyers and short-covering,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. “One can argue that leaves us a bit more exposed to a down move, but the mood generally remains hopeful. That’s why Fed governors feel the need to continually remind us of their resolve to fight inflation.”</p><p>While it’s not easy to get a clear picture about investor positioning in options, dislocations create opportunities for traders.</p><p>Easing interest rate volatility will help the equity market stay contained, according to Goldman’s Fishman. He recommends buying puts on Cboe Volatility Index, or VIX, to bet on potential calm into the yearend. The Cboe VVIX Index, a measure of the cost of VIX options, sat below its 20th percentile of a range in the last decade, an indication of attractive pricing, per Fishman.</p><p>“Low skew and vol-of-vol point to diminished concern about tail risk,” he wrote in a note.</p></body></html>","source":"lsy1584095487587","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>Record Options Trading Shows Jitters Before $2 Trillion \"OpEx“</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\">\nRecord Options Trading Shows Jitters Before $2 Trillion \"OpEx“\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-18 07:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-11-17/record-options-trading-shows-jitters-before-2-trillion-opex?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The 4,000 level for S&P 500 is a battlefield for bulls, bearsCboe put-call ratio for single stocks reaches a 25-year highNowhere better illustrates Wall Street’s febrile sentiment than the stock-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-11-17/record-options-trading-shows-jitters-before-2-trillion-opex?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","SPY":"标普500ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-11-17/record-options-trading-shows-jitters-before-2-trillion-opex?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128815375","content_text":"The 4,000 level for S&P 500 is a battlefield for bulls, bearsCboe put-call ratio for single stocks reaches a 25-year highNowhere better illustrates Wall Street’s febrile sentiment than the stock-derivatives market, where trading volumes are breaking records heading into Friday’s $2.1 trillion options expiration.The monthly event, known as OpEx, has a reputation for stoking volatility as traders and dealers rebalance their big exposures en masse. Now, with demand for both bullish and bearish index contracts booming while hedging in single stocks explodes in popularity, OpEx comes at a precarious time.Twice this week, the S&P 500 has briefly surpassed 4,000 -- a battleground threshold for traders that has garnering the highest open interest among contracts set to roll out on Friday. The benchmark gauge has fallen in three of the past four sessions, after jumping more than 5% last Thursday on promising inflation data that sparked a wave of short covering and call buying. The index fell 0.3% to close at 3,947 Thursday.Amateurs and professionals have been flocking to short-dated contracts to cope with the market whiplash of late, an activity that has exerted outsize impact on the underlying equities. That suggests Friday’s options runoff may expose stocks to further price swings.Not everyone buys into the idea that derivatives wield this kind of power. But to some market watchers, it’s no coincidence that the OpEx week has seen stocks falling in eight out of the last 10 months.“Option prices and tails have dropped sharply and present a good opportunity” to add protective hedges, said RBC Capital Markets’ strategist Amy Wu Silverman, citing the possibility that entrenched inflation renews pressure on equities.Federal Reserve-induced market gyrations are encouraging investors to go all-in on options to place bullish and bearish bets alike. About 46 million options contracts have changed hands each day in November, poised for the busiest month on record, data compiled by Bloomberg show. That’s up 12% from last month.The boom was in part driven by derivatives maturing within 24 hours. Such contracts made up a whopping 44% of S&P 500 options trading in the past month, according to an estimate by Goldman Sachs Group Inc. strategists including Rocky Fishman.At the same time hedging activity in single stocks just exploded. The Cboe equity put-call ratio on Wednesday soared to the highest level since 1997. From earnings blowups at tech giants to the uncertain path of the Federal Reserve’s monetary policy, volatility has been the only certainty in the market.Still, nothing is ever simple in this corner of Wall Street given mixed signals on investor positioning to glean sentiment. For example, judging by the S&P 500’s skew -- the relative cost of puts versus calls that has hovered near multiyear lows -- traders appear more sanguine.And thanks to the short shelf-life of options that are currently in demand, open interest in S&P 500 contracts has increased at a much slower pace, rising only 4% from the day before the last OpEx. Though with 20 million contracts outstanding, the open interest was the highest since March 2020.“We did see a lot of recent interest by call buyers and short-covering,” said Steve Sosnick, chief strategist at Interactive Brokers LLC. “One can argue that leaves us a bit more exposed to a down move, but the mood generally remains hopeful. That’s why Fed governors feel the need to continually remind us of their resolve to fight inflation.”While it’s not easy to get a clear picture about investor positioning in options, dislocations create opportunities for traders.Easing interest rate volatility will help the equity market stay contained, according to Goldman’s Fishman. He recommends buying puts on Cboe Volatility Index, or VIX, to bet on potential calm into the yearend. The Cboe VVIX Index, a measure of the cost of VIX options, sat below its 20th percentile of a range in the last decade, an indication of attractive pricing, per Fishman.“Low skew and vol-of-vol point to diminished concern about tail risk,” he wrote in a note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569374298664989","authorId":"3569374298664989","name":"stardice","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"Liked and commented","text":"Liked and commented","html":"Liked and commented"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969217208,"gmtCreate":1668464766304,"gmtModify":1676538058711,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9969217208","repostId":"1110302539","repostType":4,"repost":{"id":"1110302539","pubTimestamp":1668426073,"share":"https://www.laohu8.com/m/news/1110302539?lang=&edition=full","pubTime":"2022-11-14 19:41","market":"us","language":"en","title":"Jeff Bezos Says He Will Give Most of His Money to Charity","url":"https://stock-news.laohu8.com/highlight/detail?id=1110302539","media":"CNN","summary":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his l","content":"<html><head></head><body><p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.</p><p>Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.</p><p>In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”</p><p>Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”</p><p>Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.</p><p>The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.</p><h2>Dolly Parton</h2><p>That working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.</p><p>“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”</p><p>The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.</p><p>“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.</p><p>Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.</p><h2>How to give it away</h2><p>But the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.</p><p>Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.</p><p>Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.</p><p>Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.</p><p>Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.</p><p>“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”</p><p>“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”</p><p>Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.</p><h2>The economic downturn</h2><p>While Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.</p><p>Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”</p><p>The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.</p><p>“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”</p><p>Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.</p><h2>Bezos and Sánchez’s partnership</h2><p>Sánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”</p><p>Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.</p><p>Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.</p><p>Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”</p><h2>Washington’s NFL team</h2><p>Bezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.</p><p>It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.</p><p>But during the interview on Saturday, Melas asked Bezos if the speculation was true.</p><p>“Yes, I’ve heard that buzz,” Bezos said with a smile.</p><p>Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”</p><p>Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”</p></body></html>","source":"cnn_highlight","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>Jeff Bezos Says He Will Give Most of His Money to Charity</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\">\nJeff Bezos Says He Will Give Most of His Money to Charity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-14 19:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html><strong>CNN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting ...</p>\n\n<a href=\"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://edition.cnn.com/2022/11/14/business/jeff-bezos-charity/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110302539","content_text":"Amazon founder Jeff Bezos plans to give away the majority of his $124 billion net worth during his lifetime, telling CNN in an exclusive interview he will devote the bulk of his wealth to fighting climate change and supporting people who can unify humanity in the face of deep social and political divisions.Though Bezos’ vow was light on specifics, this marks the first time he has announced that he plans to give away most of his money. Critics have chided Bezos for not signing theGiving Pledge, a promise by hundreds of the world’s richest people to donate the majority of their wealth to charitable causes.In a sit-down interview with CNN’s Chloe Melas on Saturday at his Washington, DC, home, Bezos, speaking alongside his partner, the journalist-turned-philanthropist Lauren Sánchez, said the couple is “building the capacity to be able to give away this money.”Asked directly by CNN whether he intends to donate the majority of his wealth within his lifetime, Bezos said: “Yeah, I do.”Bezos said he and Sánchez agreed to their first interview together since they began dating in 2019 to help shine a spotlight on the Bezos Courage and Civility Award, granted this year to musician Dolly Parton.The 20-minute exchange with Bezos and Sánchez covered a broad range of topics, from Bezos’s views on political dialogue and apossible economic recessionto Sánchez’s plan tovisit outer spacewith an all-female crew and her reflections on a flourishing business partnership with Bezos.Dolly PartonThat working relationship was on display Saturday as Bezos and Sánchez announced a$100 million grant to Partonas part of her Courage and Civility Award. It is the third such award, following similar grants to chef Jose Andrés, who has spent some of the money-making meals for Ukrainians — and the climate advocate and CNN contributor Van Jones.“When you think of Dolly,” said Sánchez in the interview, “Look, everyone smiles, right? She is just beaming with light. And all she wants to do is bring light into other people’s worlds. And so we couldn’t have thought of someone better than to give this award to Dolly, and we know she’s going to do amazing things with it.”The throughline connecting the Courage and Civility Award grantees, Bezos said, was their capacity to bring many people together to solve large challenges.“I just feel honored to be able to be a part of what they’re doing for this world,” Bezos told CNN.Unity, Bezos said, is a trait that will be necessary to confront climate change and one that he repeatedly invoked as he blasted politicians and social media for amplifying division.How to give it awayBut the couple’s biggest challenge may be figuring out how to distribute Bezos’ vast fortune. Bezos declined to identify a specific percentage or to provide concrete details on where it would likely be spent.Despite being the fourth-wealthiest person in the world, according to theBloomberg Billionaires Index, Bezos has refrained from setting a target amount to give away in his lifetime.Bezos has committed $10 billion over 10 years, or about 8% of his current net worth, to the Bezos Earth Fund, which Sánchez co-chairs. Among its priorities are reducing the carbon footprint of construction-grade cement and steel; pushing financial regulators to consider climate-related risks; advancing data and mapping technologies to monitor carbon emissions; and building natural, plant-based carbon sinks on a large scale.Though Bezos is now Amazon’s(AMZN) executive chair and not its CEO — he stepped down from that role in 2021 — he is still involved in the greening of the company. Amazon is one of more than 300 companies that have pledged to reduce their carbon footprint by 2040 according to the principles of the Paris Climate Agreement, Bezos said, though Amazon’s(AMZN)footprint grew by 18% in 2021, reflecting a pandemic-driven e-commerce boom. Amazon’s(AMZN)reckoning with its own effect on the climate mirrors its outsized impact on everything from debates about unionization to antitrust policy, where the company has attracted an enormous level of scrutiny from regulators, lawmakers, and civil society groups.Bezos compared his philanthropic strategy to his years-long effort constructing a titanic engine of e-commerce and cloud computing that has made him one of the most powerful people in the world.“The hard part is figuring out how to do it in a levered way,” he said, implying that even as he gives away his billions, he is still looking to maximize his return. “It’s not easy. Building Amazon was not easy. It took a lot of hard work, a bunch of very smart teammates, hard-working teammates, and I’m finding — and I think Lauren is finding the same thing — that charity, philanthropy, is very similar.”“There are a bunch of ways that I think you could do ineffective things, too,” he added. “So you have to think about it carefully and you have to have brilliant people on the team.”Bezos’ methodical approach to giving stands in sharp contrast to that of his ex-wife, the philanthropist MacKenzie Scott, who recentlygave away nearly $4 billion to 465 organizationsin the span of less than a year.The economic downturnWhile Bezos and Sánchez plot out their plans for Bezos’ immense wealth, many people of more modest means are bracing for what economists fear may be an extended economic downturn.Last month, Bezostweeteda warning to his followers on Twitter, recommending that they “batten down the hatches.”The advice was meant for business owners and consumers alike, Bezos said in the interview, suggesting that individuals should consider putting off buying big ticket items they’ve been eyeing — or that companies should slow their acquisitions and capital expenditures.“Take some risk off the table,” Bezos said. “Keep some dry powder on hand…. Just a little bit of risk reduction could make the difference for that small business, if we do get into even more serious economic problems. You’ve got to play the probabilities a little bit.”Many may be feeling the pinch now, he added, but argued that as an optimist he believes the American Dream “is and will be even more attainable in the future” — projecting that within Bezos’ lifetime, space travel could become broadly accessible to the public.Bezos and Sánchez’s partnershipSánchez said the couple make “really great teammates,” though she laughed, “We can be kind of boring,” Sánchez said. Bezos smiled and replied, “Never boring.”Sánchez, the founder of Black Ops Aviation, the first female-owned and operated aerial film and production company is a trained helicopter pilot. She said in the interview that they’ve both taken turns in the driver’s seat.Bezos has creditedhis own journey to spacefor helping to inspire his push to fight climate change. Now, it is Sánchez’s turn.Sánchez told CNN she anticipates venturing into orbit herself sometime in 2023. And while she did not directly address who will be joining her — quickly ruling out Bezos as a crewmate — she said simply: “It’ll be a great group of females.”Washington’s NFL teamBezos may be adding NFL owner to his resume. CNN recently reported that Bezos and Jay-Z are in talks on a potentialjoint bid on the Washington Commanders.It is not clear if the two have yet spoken with Dan Snyder and his wife, Tanya, the current owners of the NFL team, about the possibility.But during the interview on Saturday, Melas asked Bezos if the speculation was true.“Yes, I’ve heard that buzz,” Bezos said with a smile.Sánchez chimed in with a laugh, “I do like football. I’m just going to throw that out there for everyone.”Bezos added, “I grew up in Houston, Texas, and I played football growing up as a kid … and it is my favorite sport … so we’ll just have to wait and see.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900969476,"gmtCreate":1658628527595,"gmtModify":1676536184103,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9900969476","repostId":"2253092009","repostType":4,"repost":{"id":"2253092009","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1658625886,"share":"https://www.laohu8.com/m/news/2253092009?lang=&edition=full","pubTime":"2022-07-24 09:24","market":"us","language":"en","title":"There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?","url":"https://stock-news.laohu8.com/highlight/detail?id=2253092009","media":"Dow Jones","summary":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase i","content":"<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</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>There Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?</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\">\nThere Are Signs Inflation May Have Peaked, but Can It Come Down Fast Enough?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-07-24 09:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Growing signs that price pressures are easing suggest that June&#39;s distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.</p><p>Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.</p><p>Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.</p><p>Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June&#39;s 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.</p><p>Bond investors are less worried about inflation, based on the &#34;break-even inflation rate&#34; -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.</p><p>Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed&#39;s 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome &#34;optimistic but not totally implausible.&#34; From February through early June, investors thought inflation would still be between 4% and 5% in a year.</p><p>&#34;It&#39;s a step in the right direction, but ultimately, even if June is the peak, we&#39;re still looking at an environment where inflation is too hot,&#34; said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. &#34;So peak or not, inflation is going to remain painful through the end of the year.&#34;</p><p>And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.</p><p>Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.</p><p>&#34;The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,&#34; said Mr. Ryan. &#34;That argues for a larger recession risk.&#34;</p><p>Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.</p><p>&#34;The moment of truth comes at the end of this year,&#34; said Mr. Hyman. &#34;If the Fed keeps on raising rates, then they&#39;d invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.&#34;</p><p>Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June&#39;s pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, &#34;which means the Fed will likely continue tightening even after the economy enters a recession.&#34;</p><p>Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  &#34;the peak&#34; crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.</p><p>There is plenty of potential for another reversal in coming months, said Ms. House.</p><p>&#34;When we look at ongoing core inflation pressures, it wouldn&#39;t take much in the way of a commodities price shock for us to reach another high,&#34; she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. &#34;We all hope we&#39;re at the peak. But hope is not really an inflation strategy right now.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253092009","content_text":"Growing signs that price pressures are easing suggest that June's distressingly high 9.1% increase in consumer prices will probably be the peak. But even if inflation indeed comes down, economists see a slow pace of decline.Ed Hyman, chairman of Evercore ISI, pointed to many indicators that 9.1% might have been the top. Gasoline prices have fallen around 10% from their mid-June high point of $5.02 a gallon, according to AAA. Wheat futures prices have fallen by 37% since mid-May and corn futures prices are down 27% from mid-June. The cost of shipping goods from East Asia to the U.S. West Coast is 11.4% lower than a month ago, according to Xeneta, a Norway-based transportation-data and procurement firm.Easing price pressures and improvements in backlogs and supplier delivery times in business surveys suggest that supply-chain snarls are unraveling. Mr. Hyman noted that money-supply growth has slowed sharply, evidence that monetary tightening is starting to bite.Inflation expectations also fell recently -- an upbeat signal for the Fed, which believes that such expectations influence wage and price-setting behavior and thus actual inflation. The University of Michigan consumer-sentiment survey showed that longer-term inflation expectations slipped from June's 3.1% reading to 2.8% in late June and early July, matching the average rate during the 20 years before the pandemic.Bond investors are less worried about inflation, based on the \"break-even inflation rate\" -- the difference between the yield on regular five-year Treasury bonds and on inflation-indexed bonds -- which has dropped to 2.67% from an all-time high of 3.59% hit in late March.Inflation-based derivatives and bonds are projecting that the annual increase in the CPI will fall to 2.3% in just a year, around the Fed's 2% target (which uses a different price index), according to the Intercontinental Exchange. Roberto Perli, economist at Piper Sandler, calls such an outcome \"optimistic but not totally implausible.\" From February through early June, investors thought inflation would still be between 4% and 5% in a year.\"It's a step in the right direction, but ultimately, even if June is the peak, we're still looking at an environment where inflation is too hot,\" said Sarah House, senior economist at Wells Fargo, who expects fourth-quarter inflation between 7.5% and 7.8%. \"So peak or not, inflation is going to remain painful through the end of the year.\"And the slower it is to ebb, the larger the likelihood of a damaging downturn, said Brett Ryan, senior U.S. economist at Deutsche Bank.Core inflation, which strips out volatile food and energy prices and is considered a better measure of inflation trends, was 5.9% in June, down from a peak of 6.5% in March. But Ms. House and Mr. Ryan both expect core inflation to revive and peak sometime around September, as strong price growth for housing and other services combines with low base comparisons in the 12-month calculation.\"The more persistent inflation pressures, the higher the Federal Reserve needs [interest rates] to go to address them,\" said Mr. Ryan. \"That argues for a larger recession risk.\"Fed Chairman Jerome Powell has said the central bank wants to see clear and convincing evidence that price pressures are subsiding before slowing or suspending rate increases.\"The moment of truth comes at the end of this year,\" said Mr. Hyman. \"If the Fed keeps on raising rates, then they'd invert the yield curve. I think that would increase the odds of recession enormously. It would probably also lower inflation, although it also seems to already be slowing, and will probably be even slower by then.\"Aichi Amemiya, U.S. economist at Nomura, said that though it is too early to call it, his forecast sees June as the peak for the annual measure of overall inflation. However, the month-over-month change in core CPI will be key to watch in coming months, he said. If it slows from June's pace of 0.7% to 0.3% on a sustained basis by year-end, he expects the Fed to start planning to ease up on rate increases. That, however, will be hard to achieve, said Mr. Amemiya, \"which means the Fed will likely continue tightening even after the economy enters a recession.\"Around the turn of the year, economists were generally confident that inflation would peak in early 2022, as energy prices stabilized and supply-chain pressures eased. Then Russia invaded Ukraine, and energy prices soared. Buzz about  \"the peak\" crescendoed again when inflation slid to an 8.3% annual rate in April, from 8.5% in March. But gasoline prices flared up again, and gains in food and rent picked up, too.There is plenty of potential for another reversal in coming months, said Ms. House.\"When we look at ongoing core inflation pressures, it wouldn't take much in the way of a commodities price shock for us to reach another high,\" she said, adding that possible examples include an escalation of the Russia-Ukraine conflict, a hurricane that shuts down an oil refinery, or an outage at a key semiconductor or auto plant. \"We all hope we're at the peak. But hope is not really an inflation strategy right now.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009559154,"gmtCreate":1640740023313,"gmtModify":1676533537679,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009559154","repostId":"1111488964","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955129873,"gmtCreate":1675290816092,"gmtModify":1676538989821,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955129873","repostId":"1199918806","repostType":4,"repost":{"id":"1199918806","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1675279848,"share":"https://www.laohu8.com/m/news/1199918806?lang=&edition=full","pubTime":"2023-02-02 03:30","market":"us","language":"en","title":"Fed's Powell: Don’t Expect a Rate Cut in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1199918806","media":"Tiger Newspress","summary":"Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight","content":"<html><head></head><body><p>Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.</p><p>&#34;We have more work to do&#34; to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.</p><p>The S&amp;P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.</p><p>The S&amp;P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.</p><p><img src=\"https://static.tigerbbs.com/cb1c72c7b36b6459fd2b6e36bbbb87f8\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.</p><p>“Without price stability, the economy does not work for anyone,” Powell said.</p><p>That&#39;s emphasizing to financial markets that the central bank isn&#39;t planning on backing down from its policy tightening yet.</p><p>Labor market is still extremely tight, with job gains being robust. &#34;Although the pace of jobs growth has slowed&#34;, the labor market is still &#34;out of balance,&#34; he said.</p><p>&#34;<b>I don&#39;t see cutting rates this year.</b>&#34; Powell said he&#39;s &#34;not particularly concerned about the divergence&#34; between the Fed&#39;s guidance and financial markets that are only expecting one more rate hike before a pause.</p><p>&#34;Certainty is just not appropriate here... we&#39;re going to be cautious about declaring victory... we&#39;re in the early stages of disinflation.&#34;</p><p>He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.</p><p>There&#39;s still a path to a &#34;soft landing.&#34; &#34;My base case is that the economy can return to 2% inflation without a substantial downturn,&#34; he said.</p><p>He doesn&#39;t expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.</p><p>When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. &#34;Don&#39;t assume&#34; the Fed can protect the economy from a debt default, he added.</p><p>&#34;We&#39;ve raised the rate by 450 basis points&#34; and we&#39;re talking about a couple more rate hikes before a pause, Powell said.</p><p>&#34;It would be very premature to declare victory,&#34; he said. &#34;The disinflation process has started, especially in goods.&#34;</p><p>The policymakers have &#34;no desire&#34; to over-tighten. And they can adjust policy if they find that they did over-tighten.</p><p>There&#39;s &#34;still work to do&#34; in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.</p><p>Disinflation still hasn&#39;t affected core services costs, excluding housing, he said.</p><p>&#34;It&#39;s gratifying to see the disinflationary process now underway,&#34; Powell said. So far, he&#39;s seeing progress in bringing down inflation without weakening of labor conditions.</p><p>Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed&#39;s 2.0% inflation goal.</p><p>He said now is not the time for complacency. &#34;Although inflation has moderated recently, it still remains too high.&#34;</p><p>The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.</p><p>&#34;We will stay the course until the job is done,&#34; Powell said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Powell: Don’t Expect a Rate Cut in 2023</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\">\nFed's Powell: Don’t Expect a Rate Cut in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-02 03:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.</p><p>&#34;We have more work to do&#34; to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.</p><p>The S&amp;P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.</p><p>The S&amp;P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.</p><p><img src=\"https://static.tigerbbs.com/cb1c72c7b36b6459fd2b6e36bbbb87f8\" tg-width=\"1080\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/></p><p>Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.</p><p>“Without price stability, the economy does not work for anyone,” Powell said.</p><p>That&#39;s emphasizing to financial markets that the central bank isn&#39;t planning on backing down from its policy tightening yet.</p><p>Labor market is still extremely tight, with job gains being robust. &#34;Although the pace of jobs growth has slowed&#34;, the labor market is still &#34;out of balance,&#34; he said.</p><p>&#34;<b>I don&#39;t see cutting rates this year.</b>&#34; Powell said he&#39;s &#34;not particularly concerned about the divergence&#34; between the Fed&#39;s guidance and financial markets that are only expecting one more rate hike before a pause.</p><p>&#34;Certainty is just not appropriate here... we&#39;re going to be cautious about declaring victory... we&#39;re in the early stages of disinflation.&#34;</p><p>He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.</p><p>There&#39;s still a path to a &#34;soft landing.&#34; &#34;My base case is that the economy can return to 2% inflation without a substantial downturn,&#34; he said.</p><p>He doesn&#39;t expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.</p><p>When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. &#34;Don&#39;t assume&#34; the Fed can protect the economy from a debt default, he added.</p><p>&#34;We&#39;ve raised the rate by 450 basis points&#34; and we&#39;re talking about a couple more rate hikes before a pause, Powell said.</p><p>&#34;It would be very premature to declare victory,&#34; he said. &#34;The disinflation process has started, especially in goods.&#34;</p><p>The policymakers have &#34;no desire&#34; to over-tighten. And they can adjust policy if they find that they did over-tighten.</p><p>There&#39;s &#34;still work to do&#34; in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.</p><p>Disinflation still hasn&#39;t affected core services costs, excluding housing, he said.</p><p>&#34;It&#39;s gratifying to see the disinflationary process now underway,&#34; Powell said. So far, he&#39;s seeing progress in bringing down inflation without weakening of labor conditions.</p><p>Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed&#39;s 2.0% inflation goal.</p><p>He said now is not the time for complacency. &#34;Although inflation has moderated recently, it still remains too high.&#34;</p><p>The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.</p><p>&#34;We will stay the course until the job is done,&#34; Powell said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199918806","content_text":"Jerome Powell has started his press conference by reaffirming the central bank’s stance in the fight against inflation.\"We have more work to do\" to bring down inflation after the central bank raised its rate by 25 basis points to 4.50%-4.75% Federal Reserve Chair Jerome Powell said in his post-monetary policy decision press conference.The S&P 500 gained on Wednesday in an intraday turnaround as investors shook off a quarter-point rate hike from the Federal Reserve and focused on comments from Fed Chairman Jerome Powell that hinted at falling inflation.The S&P 500 gained 1.09% after falling nearly 1% earlier. The Nasdaq Composite added 1.97%.Powell was repeating comments from previous appearances. He said the Fed remained “strongly committed” to bringing down inflation, repeated the statement language about ongoing rate increases, and stressed the problems that inflation can cause for consumers and the labor market.“Without price stability, the economy does not work for anyone,” Powell said.That's emphasizing to financial markets that the central bank isn't planning on backing down from its policy tightening yet.Labor market is still extremely tight, with job gains being robust. \"Although the pace of jobs growth has slowed\", the labor market is still \"out of balance,\" he said.\"I don't see cutting rates this year.\" Powell said he's \"not particularly concerned about the divergence\" between the Fed's guidance and financial markets that are only expecting one more rate hike before a pause.\"Certainty is just not appropriate here... we're going to be cautious about declaring victory... we're in the early stages of disinflation.\"He expects positive growth for this year, but at a subdued pace, pointing out that the global economic picture has improved.There's still a path to a \"soft landing.\" \"My base case is that the economy can return to 2% inflation without a substantial downturn,\" he said.He doesn't expect that core services, ex-housing, inflation will come down significantly without a better balance in the labor market.When asked about the Federal debt ceiling, Powell said the only way forward is for Congress to raise the debt level. \"Don't assume\" the Fed can protect the economy from a debt default, he added.\"We've raised the rate by 450 basis points\" and we're talking about a couple more rate hikes before a pause, Powell said.\"It would be very premature to declare victory,\" he said. \"The disinflation process has started, especially in goods.\"The policymakers have \"no desire\" to over-tighten. And they can adjust policy if they find that they did over-tighten.There's \"still work to do\" in tightening financial conditions. If data warrants, the FOMC would be willing to move rates higher than its previous projections. At the December meeting, the median projection was for ~5.1% federal funds rate.Disinflation still hasn't affected core services costs, excluding housing, he said.\"It's gratifying to see the disinflationary process now underway,\" Powell said. So far, he's seeing progress in bringing down inflation without weakening of labor conditions.Total PCE prices have risen 5.0% in the past 12 months, and core PCE prices have increased 4.4% in the same period, both well above the Fed's 2.0% inflation goal.He said now is not the time for complacency. \"Although inflation has moderated recently, it still remains too high.\"The higher rates mean the economy is likely to result in economic growth below the long-run growth trend and softening of labor market.\"We will stay the course until the job is done,\" Powell said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928014354,"gmtCreate":1671150073278,"gmtModify":1676538498980,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9928014354","repostId":"2291181980","repostType":4,"repost":{"id":"2291181980","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1671145016,"share":"https://www.laohu8.com/m/news/2291181980?lang=&edition=full","pubTime":"2022-12-16 06:56","market":"us","language":"en","title":"Wall Street Slumps As Fed Heightens Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2291181980","media":"Reuters","summary":"* November retail sales decline, jobless claims decrease* BoE, ECB raise rates by 50 bps each, see p","content":"<html><head></head><body><p>* November retail sales decline, jobless claims decrease</p><p>* BoE, ECB raise rates by 50 bps each, see prolonged tightening</p><p>* Netflix down after viewership report</p><p>* Dow down 2.25%, S&amp;P 500 down 2.49%, Nasdaq down 3.23%</p><p><img src=\"https://community-static.tradeup.com/news/292b75a01bfa1418433ae442e83efe43\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 15 (Reuters) - U.S. stock indexes closed sharply lower on Thursday, with each of the major averages suffering their biggest daily percentage drop in weeks, as fears intensified that the Federal Reserve&#39;s battle against inflation using aggressive interest rate hikes could lead to a recession.</p><p>The U.S. central bank hiked rates by 50 basis points (bps) on Wednesday as was widely expected, downsizing from the consecutive 75 bps hikes at its prior four meetings, but Fed Chair Jerome Powell warned recent signs of inflation were not enough to convince Fed the battle against rising prices had been won.</p><p>The Fed projected continued rate hikes to above 5% in 2023, a level not seen since a steep economic downturn in 2007.</p><p>&#34;It is not just what they did but what they said, and it certainly does seem like they are still worried about inflation and this is not going to be the end of the rate increases,&#34; said Melissa Brown, global head of applied research at Qontigo in New York.</p><p>&#34;It really is hard to see what is going to turn things back around until we start seeing more data - which could be earnings, which could be the next inflation print or the Fed statement next year. The good news is it’s almost next year.&#34;</p><p>Adding to global recession worries, the Bank of England and the European Central Bank further indicated an extended hiking cycle on Thursday. Most major central banks have followed a rate hike strategy in an attempt to reign in inflation.</p><p>The Dow Jones Industrial Average fell 764.13 points, or 2.25%, to 33,202.22; the S&amp;P 500 lost 99.57 points, or 2.49%, to 3,895.75; and the Nasdaq Composite dropped 360.36 points, or 3.23%, to 10,810.53.</p><p>The declines marked the biggest one-day percentage drops for the S&amp;P and Nasdaq since Nov. 2, and largest for the Dow since Sept. 13. Each closed at its lowest level since Nov. 9.</p><p>Equities have rallied since hitting lows for the year in mid-October, as signs of cooling inflation sparked optimism that the end of the Fed&#39;s rate hike path could be on the horizon. But the rally has fizzled in December as investors see mixed economic data and a resolute Fed as having increased the chances of a recession.</p><p>Money market participants expect at least two 25 bps rate hikes next year and borrowing costs to peak at about 4.9% by midyear, before falling to around 4.4% by the end of 2023.</p><p>Investors also assessed economic data on Thursday that showed a steeper-than-expected decline in retail sales in November and the number of Americans filing for unemployment benefits falling last week, indicating a tight labor market. The labor market will need to weaken in order to help inflation ease.</p><p>All the 11 major S&amp;P 500 sectors were in the red, with communication services and technology stocks falling nearly 4% as the worst performing on the session.</p><p>Netflix Inc slumped 8.63% after a media report that the company would let its advertisers take their money back after missing viewership targets.</p><p>Nvidia Corp dropped 4.09% after HSBC Global Research began coverage of the chipmaker&#39;s stock with a &#34;reduce&#34; rating.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.63 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.36-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and seven new lows; the Nasdaq Composite recorded 66 new highs and 334 new lows.</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>Wall Street Slumps As Fed Heightens Recession Fears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWall Street Slumps As Fed Heightens Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-12-16 06:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* November retail sales decline, jobless claims decrease</p><p>* BoE, ECB raise rates by 50 bps each, see prolonged tightening</p><p>* Netflix down after viewership report</p><p>* Dow down 2.25%, S&amp;P 500 down 2.49%, Nasdaq down 3.23%</p><p><img src=\"https://community-static.tradeup.com/news/292b75a01bfa1418433ae442e83efe43\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>NEW YORK, Dec 15 (Reuters) - U.S. stock indexes closed sharply lower on Thursday, with each of the major averages suffering their biggest daily percentage drop in weeks, as fears intensified that the Federal Reserve&#39;s battle against inflation using aggressive interest rate hikes could lead to a recession.</p><p>The U.S. central bank hiked rates by 50 basis points (bps) on Wednesday as was widely expected, downsizing from the consecutive 75 bps hikes at its prior four meetings, but Fed Chair Jerome Powell warned recent signs of inflation were not enough to convince Fed the battle against rising prices had been won.</p><p>The Fed projected continued rate hikes to above 5% in 2023, a level not seen since a steep economic downturn in 2007.</p><p>&#34;It is not just what they did but what they said, and it certainly does seem like they are still worried about inflation and this is not going to be the end of the rate increases,&#34; said Melissa Brown, global head of applied research at Qontigo in New York.</p><p>&#34;It really is hard to see what is going to turn things back around until we start seeing more data - which could be earnings, which could be the next inflation print or the Fed statement next year. The good news is it’s almost next year.&#34;</p><p>Adding to global recession worries, the Bank of England and the European Central Bank further indicated an extended hiking cycle on Thursday. Most major central banks have followed a rate hike strategy in an attempt to reign in inflation.</p><p>The Dow Jones Industrial Average fell 764.13 points, or 2.25%, to 33,202.22; the S&amp;P 500 lost 99.57 points, or 2.49%, to 3,895.75; and the Nasdaq Composite dropped 360.36 points, or 3.23%, to 10,810.53.</p><p>The declines marked the biggest one-day percentage drops for the S&amp;P and Nasdaq since Nov. 2, and largest for the Dow since Sept. 13. Each closed at its lowest level since Nov. 9.</p><p>Equities have rallied since hitting lows for the year in mid-October, as signs of cooling inflation sparked optimism that the end of the Fed&#39;s rate hike path could be on the horizon. But the rally has fizzled in December as investors see mixed economic data and a resolute Fed as having increased the chances of a recession.</p><p>Money market participants expect at least two 25 bps rate hikes next year and borrowing costs to peak at about 4.9% by midyear, before falling to around 4.4% by the end of 2023.</p><p>Investors also assessed economic data on Thursday that showed a steeper-than-expected decline in retail sales in November and the number of Americans filing for unemployment benefits falling last week, indicating a tight labor market. The labor market will need to weaken in order to help inflation ease.</p><p>All the 11 major S&amp;P 500 sectors were in the red, with communication services and technology stocks falling nearly 4% as the worst performing on the session.</p><p>Netflix Inc slumped 8.63% after a media report that the company would let its advertisers take their money back after missing viewership targets.</p><p>Nvidia Corp dropped 4.09% after HSBC Global Research began coverage of the chipmaker&#39;s stock with a &#34;reduce&#34; rating.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.63 billion average for the full session over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 4.36-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted two new 52-week highs and seven new lows; the Nasdaq Composite recorded 66 new highs and 334 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4539":"次新股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4108":"电影和娱乐","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NFLX":"奈飞","BK4566":"资本集团","NVDA":"英伟达","BK4524":"宅经济概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","BK4559":"巴菲特持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4551":"寇图资本持仓",".IXIC":"NASDAQ Composite","BK4079":"房地产服务","BK4581":"高盛持仓",".SPX":"S&P 500 Index","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291181980","content_text":"* November retail sales decline, jobless claims decrease* BoE, ECB raise rates by 50 bps each, see prolonged tightening* Netflix down after viewership report* Dow down 2.25%, S&P 500 down 2.49%, Nasdaq down 3.23%NEW YORK, Dec 15 (Reuters) - U.S. stock indexes closed sharply lower on Thursday, with each of the major averages suffering their biggest daily percentage drop in weeks, as fears intensified that the Federal Reserve's battle against inflation using aggressive interest rate hikes could lead to a recession.The U.S. central bank hiked rates by 50 basis points (bps) on Wednesday as was widely expected, downsizing from the consecutive 75 bps hikes at its prior four meetings, but Fed Chair Jerome Powell warned recent signs of inflation were not enough to convince Fed the battle against rising prices had been won.The Fed projected continued rate hikes to above 5% in 2023, a level not seen since a steep economic downturn in 2007.\"It is not just what they did but what they said, and it certainly does seem like they are still worried about inflation and this is not going to be the end of the rate increases,\" said Melissa Brown, global head of applied research at Qontigo in New York.\"It really is hard to see what is going to turn things back around until we start seeing more data - which could be earnings, which could be the next inflation print or the Fed statement next year. The good news is it’s almost next year.\"Adding to global recession worries, the Bank of England and the European Central Bank further indicated an extended hiking cycle on Thursday. Most major central banks have followed a rate hike strategy in an attempt to reign in inflation.The Dow Jones Industrial Average fell 764.13 points, or 2.25%, to 33,202.22; the S&P 500 lost 99.57 points, or 2.49%, to 3,895.75; and the Nasdaq Composite dropped 360.36 points, or 3.23%, to 10,810.53.The declines marked the biggest one-day percentage drops for the S&P and Nasdaq since Nov. 2, and largest for the Dow since Sept. 13. Each closed at its lowest level since Nov. 9.Equities have rallied since hitting lows for the year in mid-October, as signs of cooling inflation sparked optimism that the end of the Fed's rate hike path could be on the horizon. But the rally has fizzled in December as investors see mixed economic data and a resolute Fed as having increased the chances of a recession.Money market participants expect at least two 25 bps rate hikes next year and borrowing costs to peak at about 4.9% by midyear, before falling to around 4.4% by the end of 2023.Investors also assessed economic data on Thursday that showed a steeper-than-expected decline in retail sales in November and the number of Americans filing for unemployment benefits falling last week, indicating a tight labor market. The labor market will need to weaken in order to help inflation ease.All the 11 major S&P 500 sectors were in the red, with communication services and technology stocks falling nearly 4% as the worst performing on the session.Netflix Inc slumped 8.63% after a media report that the company would let its advertisers take their money back after missing viewership targets.Nvidia Corp dropped 4.09% after HSBC Global Research began coverage of the chipmaker's stock with a \"reduce\" rating.Volume on U.S. exchanges was 12.15 billion shares, compared with the 10.63 billion average for the full session over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 4.36-to-1 ratio; on Nasdaq, a 2.81-to-1 ratio favored decliners.The S&P 500 posted two new 52-week highs and seven new lows; the Nasdaq Composite recorded 66 new highs and 334 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920123422,"gmtCreate":1670457414267,"gmtModify":1676538370860,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9920123422","repostId":"1163215611","repostType":4,"repost":{"id":"1163215611","pubTimestamp":1670456718,"share":"https://www.laohu8.com/m/news/1163215611?lang=&edition=full","pubTime":"2022-12-08 07:45","market":"us","language":"en","title":"Apple: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1163215611","media":"Investing.com","summary":"Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (","content":"<html><head></head><body><p>Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of time.</p><p>The analysts cut estimates for FQ1 iPhone shipments by 3 million to 75.5M, which brings the quarterly projection for revenue down by 3% to $120.3B. The new forecast for iPhone shipments implies an 11% drop year-over-year.</p><p>They don&#39;t expect Apple will be able to recover lost units in its March quarter, hence leaving the FQ2 forecast for iPhone shipments unchanged.</p><p>Morgan Stanley analysts made the second cut to iPhone and revenue estimates for this quarter to account for a slower China production ramp. The broker previously slashed its forecast by 1.5M iPhone 14 Pro units and 1.5M iPhone 14 Pro Max units, as far as Apple&#39;s first fiscal quarter is concerned.</p><p>Net-net, they project earnings per share of $1.88 on revenue of $120.3B for the December quarter, which is 3% and 6% below consensus, respectively. Still, analysts remain positive on Apple stock amid iPhone demand durability.</p><p>&#34;While we might be taking an overly conservative approach given 1) our Greater China Hardware team estimates just a 1-2M unit incremental shortfall from the slower iPhone production ramp, 2) our prior iPhone shipment forecast was already 3M units below what iPhone builds implied in the Dec Q, and 3) we still think its more likely iPhone demand is deferred vs. destroyed, we also believe more thoroughly de-risking estimates today is the prudent decision considering the uncertainty of the production situation in China,&#34; the analysts explained in a client note.</p><p>As Apple stock moved lower in recent weeks to reflect lower iPhone shipments from China, they expect the near-term focus for investors will be on whether the Cupertino-based tech titan can recover lost shipments in the upcoming quarters.</p><p>&#34;We believe demand for the iPhone 14 Pro/Pro Max remains solid, supporting the view that lost demand in December is more likely to be deferred into March than destroyed,&#34; the analysts concluded.</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: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss</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: Morgan Stanley Cuts iPhone Estimates Again, Expects Revenue Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-08 07:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.investing.com/news/stock-market-news/apple-morgan-stanley-cuts-iphone-estimates-again-expects-revenue-miss-2959127","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163215611","content_text":"Morgan Stanley analysts reiterated an Overweight rating and a $175 per share price target on Apple (NASDAQ:AAPL) stock despite lowering FQ1 revenue estimates for the second time in a short period of time.The analysts cut estimates for FQ1 iPhone shipments by 3 million to 75.5M, which brings the quarterly projection for revenue down by 3% to $120.3B. The new forecast for iPhone shipments implies an 11% drop year-over-year.They don't expect Apple will be able to recover lost units in its March quarter, hence leaving the FQ2 forecast for iPhone shipments unchanged.Morgan Stanley analysts made the second cut to iPhone and revenue estimates for this quarter to account for a slower China production ramp. The broker previously slashed its forecast by 1.5M iPhone 14 Pro units and 1.5M iPhone 14 Pro Max units, as far as Apple's first fiscal quarter is concerned.Net-net, they project earnings per share of $1.88 on revenue of $120.3B for the December quarter, which is 3% and 6% below consensus, respectively. Still, analysts remain positive on Apple stock amid iPhone demand durability.\"While we might be taking an overly conservative approach given 1) our Greater China Hardware team estimates just a 1-2M unit incremental shortfall from the slower iPhone production ramp, 2) our prior iPhone shipment forecast was already 3M units below what iPhone builds implied in the Dec Q, and 3) we still think its more likely iPhone demand is deferred vs. destroyed, we also believe more thoroughly de-risking estimates today is the prudent decision considering the uncertainty of the production situation in China,\" the analysts explained in a client note.As Apple stock moved lower in recent weeks to reflect lower iPhone shipments from China, they expect the near-term focus for investors will be on whether the Cupertino-based tech titan can recover lost shipments in the upcoming quarters.\"We believe demand for the iPhone 14 Pro/Pro Max remains solid, supporting the view that lost demand in December is more likely to be deferred into March than destroyed,\" the analysts concluded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090553871,"gmtCreate":1643237323599,"gmtModify":1676533787837,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090553871","repostId":"1178016989","repostType":4,"repost":{"id":"1178016989","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1643235363,"share":"https://www.laohu8.com/m/news/1178016989?lang=&edition=full","pubTime":"2022-01-27 06:16","market":"us","language":"en","title":"Tesla Earnings and Revenue Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1178016989","media":"Tiger Newspress","summary":"Tesla Incon Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.The ou","content":"<html><head></head><body><p>Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.</p><p>The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.</p><p>Shares rose 1% in after-hours trade after an initial drop.</p><p><img src=\"https://static.tigerbbs.com/46f007552cb80008adaf35c64c2efdef\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Here’s how the company performed:</p><ul><li><b>Earnings (adjusted):</b> $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</li><li><b>Revenue:</b>$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</li></ul><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</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>Tesla Earnings and Revenue Beat Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings and Revenue Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-27 06:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.</p><p>The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.</p><p>Shares rose 1% in after-hours trade after an initial drop.</p><p><img src=\"https://static.tigerbbs.com/46f007552cb80008adaf35c64c2efdef\" tg-width=\"840\" tg-height=\"618\" referrerpolicy=\"no-referrer\"/></p><p>Here’s how the company performed:</p><ul><li><b>Earnings (adjusted):</b> $2.52 per share, vs. $2.36 per share expected by analysts, according to Refinitiv</li><li><b>Revenue:</b>$17.72 billion, vs. $16.57 billion expected by analysts, according to Refinitiv</li></ul><p>Revenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.</p><p>Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.</p><p>Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.</p><p>“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.</p><p>In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)</p><p>Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.</p><p>The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.</p><p>Tesla&#39;s $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.</p><p>Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.</p><p>The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.</p><p>CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178016989","content_text":"Tesla Inc on Wednesday forecast supply chain issues would persist throughout 2022 and limit electric vehicle production, while posting record quarterly revenue that beat Wall Street expectations.The outlook showed that even Tesla cannot avoid the shortages that were pitfalls for many larger automakers last year. And Tesla has the additional challenge of opening two new factories this year with chips and other parts in short supply.Shares rose 1% in after-hours trade after an initial drop.Here’s how the company performed:Earnings (adjusted): $2.52 per share, vs. $2.36 per share expected by analysts, according to RefinitivRevenue:$17.72 billion, vs. $16.57 billion expected by analysts, according to RefinitivRevenue rose 65% year over year in the quarter, while automotive revenue totaled $15.97 billion, up 71%, according to a statement.Energy generation and storage revenue was $688 million, which was down 8% and below the StreetAccount consensus of $815.1 million. It was the lowest revenue for that division since the first quarter of 2021.Net income, at $2.32 billion, was up some 760%, and Tesla said it had a 27.4% gross margin, compared with 26.6% in the previous quarter.“Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022,” the company said.In 2021,Tesla delivered 936,172 vehicles, an 87% increase versus 2020 when it reported its first annual profit on deliveries of 499,647. Its 2021 deliveries included 308,600 electric vehicles in the fourth quarter. (Deliveries are the closest approximation to sales reported by Tesla.)Full-year GAAP profit rose to $5.5 billion from $721 million in 2020, while 2021 sales rose 71% to $53.8 billion, from $31.5 billion in 2020. Tesla said it ended the quarter with $2.8 billion in free cash flow. Total debt excluding vehicle and energy-product financing fell to $1.4 billion at the end of the year, it said.The company said it started building Model Ys in late 2021 at its factory in Austin, Texas, and plans to start deliveries of the compact SUV after final certifications. The Tesla Fremont factory in the San Francisco Bay Area reached “record production” last year, and could expand its capacity beyond 600,000 vehicles a year, Tesla said.Tesla's $4.09 billion in adjusted earnings before interest, tax, depreciation and amortization (EBITDA) beat the consensus estimate of $3.89 billion, according to Refinitiv. That appeared to qualify Chief Executive Officer Elon Musk for an additional options payout under his 2018 compensation package.Quarterly profits took a $340 million hit from payroll taxes related to Musk exercising options related to his 2012 compensation package.The profits also reflected rising raw material, commodity and logistics costs and expenses related to warranties and recalls. Tesla is recalling more than 475,000 of its Model 3 and Model S electric cars to address rearview camera and trunk issues that increase the risk of crashing.CEO Elon Musk and other execs are expected to give a progress update on the company’s long-delayed heavy duty Semi truck, experimental Cybertruck pickup, and plans for driverless vehicle systems and a $25,000 compact car.","news_type":1},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9953835665,"gmtCreate":1673217426558,"gmtModify":1676538799426,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Poor","listText":"Poor","text":"Poor","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953835665","repostId":"2301735185","repostType":4,"repost":{"id":"2301735185","pubTimestamp":1673147100,"share":"https://www.laohu8.com/m/news/2301735185?lang=&edition=full","pubTime":"2023-01-08 11:05","market":"us","language":"en","title":"Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked","url":"https://stock-news.laohu8.com/highlight/detail?id=2301735185","media":"Seeking Alpha","summary":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and p","content":"<html><head></head><body><h2>Summary</h2><ul><li>As the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.</li><li>We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).</li><li>Both funds have large positions in Tesla.</li><li>We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.</li><li>We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a85f0616585571533c4f60e434cc42b7\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Blue Harbinger Research, Big Dividends PLUS jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.</p><h2>Tesla Overview:</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/898f585435879dffaa9dec83e460b41c\" tg-width=\"424\" tg-height=\"98\" referrerpolicy=\"no-referrer\"/><span>Tesla</span></p><p>As you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aedaf32fc31973d75c7cc11d1af38908\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><h2>Electric Vehicles: The Un-Holy Grail</h2><p>Tesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:</p><blockquote><i>Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.</i></blockquote><p>Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:</p><blockquote><i>Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.</i></blockquote><p>Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.</p><h2>Tesla’s History: In Bed with the Woke Mob</h2><p>Tesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.</p><p>Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.</p><h2>Why Growth Stocks Are Getting Crushed:</h2><p>Here is a look at the recent performance of growth stocks (including the S&amp;P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&amp;P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e4ecc5604d9091ef9a9441191395d91\" tg-width=\"640\" tg-height=\"451\" referrerpolicy=\"no-referrer\"/><span>YCharts</span></p><p>In simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.</p><p>Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.</p><h2>20 Top Growth Stocks, Ranked:</h2><p>The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b634867b9343f2b0b3b27c7d15598ff5\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>StockRover, Future Fund website</span></p><p>(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5880c717cb5242d92253c23797f124f9\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/><span>StockRover, ARK website</span></p><p>The “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.</p><p>Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!</p><p>Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!</p><h2>Tesla’s Future Growth Potential:</h2><p>With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d01496e29a20163f864265e210e046c1\" tg-width=\"640\" tg-height=\"288\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>From a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.</p><p>The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.</p><blockquote><i>Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.</i></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71ae69f9a434a648ecc86cb921b427de\" tg-width=\"1072\" tg-height=\"709\" referrerpolicy=\"no-referrer\"/><span>ARK Invest</span></p><p>Further still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.</p><p>Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).</p><h2>Profitability:</h2><p>As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/555327a97cc8577e06e8387529b9896d\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Also very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a1f6709a40f3c590af018baca39e5b\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Tesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.</p><h2>Valuation:</h2><p>Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&amp;P 500, as you can get some feel for in the graphics below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca520a7b7f328cb18678eba573444f36\" tg-width=\"640\" tg-height=\"278\" referrerpolicy=\"no-referrer\"/><span>Tesla Q3 Investor Presentation</span></p><p>Assigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter &amp; Gamble (PG) and Johnson &amp; Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36f83e6837820c63254aa38f27f27ca0\" tg-width=\"640\" tg-height=\"224\" referrerpolicy=\"no-referrer\"/><span>StockRover</span></p><p>A few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.</p><p>For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea343249fa15053559dcc9626d5301f9\" tg-width=\"654\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p>In our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).</p><h2>Risk Factors:</h2><p><b>Woke Mob Fury</b>: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.</p><p>For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:</p><blockquote><i>“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America&#39;s use of electric vehicles. The left has found a lot of other things to dislike about him.”</i></blockquote><p>Further, Musk&#39;s recent sanctioning of the Twitter Files has increased the heat on him and his companies.</p><p>Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8b374541c5bfeb0b752079402f643126\" tg-width=\"1203\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>Twitter</span></p><p>However, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).</p><p><b>Key-Man Risk</b>: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.</p><p><b>Competition</b>: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.</p><p><b>Battery Prices</b>: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.</p><p><b>EV Adoption</b>: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.</p><p><b>Regulatory Risks</b>: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.</p><p><b>Macro Headwinds</b>: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.</p><h2>Key Takeaways and Conclusions:</h2><p>Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.</p><p>However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> likes (it’s ranked #3 in that fund).</p><p>If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla&#39;s long-term upside is very real.</p><p><i>This article is written by Blue Harbinger for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha_fund","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Woke Mob Fury - 20 Top Growth Stocks Ranked</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Woke Mob Fury - 20 Top Growth Stocks Ranked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-08 11:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks...</p>\n\n<a href=\"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLA":"特斯拉","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/article/4568437-tesla-woke-mob-fury-20-top-growth-stocks-ranked","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2301735185","content_text":"SummaryAs the woke mob’s fury grows, Tesla shares are down 70%, despite the fact that revenues and profits keep growing rapidly.We rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs (Future Fund (FFND), ARK Innovation (ARKK)).Both funds have large positions in Tesla.We dive deeper into Tesla, including its tangled business history with the woke mob, future growth potential, profitability, valuation and big risks.We conclude with some critical takeaways and our strong opinion about investing in Tesla and growth stocks in general.Blue Harbinger Research, Big Dividends PLUS jetcityimageTesla (NASDAQ:TSLA) shares are down more than 70%, and it’s going to get worse. For starters, the “woke mob” is ticked at CEO Elon Musk. Next, growth stocks in general are getting hammered as interest rates rise and there is no “fed put” in sight. In this report, we rank Tesla (based on fundamental metrics) versus 20 top growth stocks sourced from the top 10 holdings of two popular active growth ETFs, Future Fund (FFND) and ARK Innovation (ARKK), both have very large positions in Tesla. After digging deeper into the details on Tesla (including its tangled business history with the woke mob, future growth potential, profitability, valuation and risks), we conclude with our strong opinion about investing in Tesla and growth stocks in general.Tesla Overview:TeslaAs you know, Tesla designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems (in the United States, China, and internationally). For reporting purposes, the company is divided into two operating segments (Automotive, and Energy Generation and Storage), but there is a lot more going on. For starters, here is a high level look at Tesla’s recent operations, in terms of vehicle production and deliveries, as well as solar and storage deployment and supercharger stations.Tesla Q3 Investor PresentationElectric Vehicles: The Un-Holy GrailTesla’s electric vehicles (“EVs”) and other solutions have captured mounds of positive (and some negative) attention over the years, in large part because it seems to provide a compelling alternative to the dangers of fossil fuel consumption (pollution) and climate change. And while these are noble aspirations, the reality is:Electricity grids in most of the world are still powered by fossil fuels such as coal or oil, and EVs depend on that energy to get charged. Separately, EV battery production remains an energy-intensive process.Basically, EV’s are still largely powered by the fossil fuels that many are trying to avoid. Further, electric vehicle batteries are extraordinarily harmful to the environment when their lives are over (plus the mining that goes into obtaining the rare elements for batteries is particularly unfriendly to the environment too). For example:Not only do these batteries require large amounts of raw materials, including lithium, nickel and cobalt – mining for which has climate, environmental and human rights impacts – they also threaten to leave a mountain of electronic waste as they reach the end of their lives.Further still, and despite the fact that Tesla has built out an impressive charging network (you can see the numbers in the table above), it’s still a lot easier and faster to simply fill up with gas than it can be to charge an electric vehicle. We’ll have a lot more to say about Tesla vehicles and other Tesla solutions in the section of this report on growth potential.Tesla’s History: In Bed with the Woke MobTesla was incorporated in 2003, and Elon Must became the largest shareholder in 2004 through a $6.5 million investment (Musk had $100 million from his recent sale of PayPal (PYPL)—a company he cofounded). However, It wasn’t until 2021 when the company finally become profitable, for the first time, without the help of emissions credits. If you don’t know, emission credits are basically financial incentives created by government entities to help reduce pollution. And these types of government incentives were a huge factor in allowing Tesla to remain in existence over the years. For example, Tesla was only about a month away from going bankrupt during the Model 3 ramp from mid-2017 to mid-2019.Clearly emission credits and government incentives helped Tesla become the large organization it is today (we’ll have more to say about Tesla’s current financial position later in this report), and those credits and incentives would not have existed were it not for the social and political pressures of the environmentally-focused woke mob.Why Growth Stocks Are Getting Crushed:Here is a look at the recent performance of growth stocks (including the S&P 500 Growth Index (IVW), the Future Fund and the ARK innovation ETF) versus the S&P 500 (SPY). It’s not been pretty for growth stocks, and it’s going to get worse (as we explain below).YChartsIn simple terms, growth stocks are getting hammered because the pandemic bubble is bursting. Specifically, the extraordinarily easy monetary and fiscal policies that were implemented after the onset of the pandemic led growth stocks to soar (because central banks held borrowing costs / interest rates artificially low (near 0%) and governments were throwing free money everywhere). And now that free money is gone, we’re left with the giant sucking sound of high inflation as central banks rapidly raise rates to fight the inflation they helped create.Making matters worse, there is no “fed put” this time around (i.e. the fed isn’t going to bail out the stock market, as they have done in the past). The fed’s dual mandate is full employment and low inflation, and because unemployment is low but inflation is high, they’re going to keep raising rates (to fight inflation) which is driving the economy closer to an ugly recession. Basically, if you are a stock market investor (particularly a growth stock investor) the fed will likely keep tightening the screws on you until high inflation is gone.20 Top Growth Stocks, Ranked:The following tables include the top 10 holdings of two popular growth funds (i.e. Future Fund and ARK Innovation), as well as a variety of additional data points that are important considering the current macroeconomic environment (i.e. recession looming and a hawkish fed). Both funds have large positions in Tesla, as you can see below.StockRover, Future Fund website(GOOGL) (PWR) (CELH) (SPLK) (ENPH) (CRM) (ZM) (EXAS) (ROKU) (SQ) (PATH) (SHOP) (CRSP) (NTLA) (TDOC) (TWLO) (U) (COIN) (DKNG) (BEAM)StockRover, ARK websiteThe “Growth Score” (blue font) takes into consideration the 5 year history (as well as forward estimates) for EBITDA, Sales, and EPS growth (the best companies score a 100 (green) and the worst score a 0 (red)). If you’d like an expanded list, please reference our new report: Amazon: 100 Top Growth Stocks, Ranked.Both funds (FFND and ARKK) invest in companies with very high future growth estimates (as you can see in the table above). However, from a fundamentals standpoint, you’ll also notice FFND invests in a lot more companies with positive net income margins, whereas ARKK does not. This has been an absolutely critical metric over the last year as the fed has increased rates. Specifically, companies that are not yet profitable (because they were banking on future profits) have suffered the worst losses (especially considering many of them may never achieve profits now that the fed has raised rates so much. In case you don’t know, when it comes to stock market investing—interest rates matter—a lot!Also worth mentioning, FFND seems to pay a lot more attention to fundamentals, whereas ARKK appears largely focused on long-term growth ideas and concepts—fundamentals be darned!Tesla’s Future Growth Potential:With regards to Tesla, cash flows and profitability are both growing rapidly, a very good thing considering the current challenging capital market environment (e.g. rising interest rates).Tesla Q3 Investor PresentationFrom a business standpoint, Tesla’s vehicle deliveries continue to grow rapidly (despite the recent delivery miss, which caused the shares to sell off further); deliveries are at an all-time high.The growing number of deliveries is so important because as production and deliveries keep ramping, so will Tesla’s economies of scale and profit. Further, Tesla could expand its total addressable market (“TAM”) by ten-fold by cutting the cost of an electric vehicle in half, according to this recent note from Sam Korus at ARK Investments.Last week, during its third-quarter earnings call, Elon Musk noted that Tesla is developing a vehicle that will sell at roughly half the price of the Model 3 and Model Y. While vehicles at price-points above $60,000 address ~5% of the total US car market, the addressable market expands to 50% at ~$30,000, as shown below.ARK InvestFurther still, Tesla has plans to launch a light truck, a semi truck and a more affordable sedan and SUV platforms. These will all contribute to economies of scale ad reduced manufacturing costs per unit. Further, Tesla’s efforts into autonomous driving software can add subscription revenue and keep the brand awareness and image high. Not to mention, Tesla’s robotaxi business add to the upside. Also notable, Tesla’s Dojo supercomputer could incrementally add value at some point in the future.Tesla’s Energy Generation and Storage segment also continues to grow. And although not yet contributing meaningfully to profits, it continues to scale and can eventually earn margins similar to Enphase (ENPH) (a long-time Blue Harbinger Disciplined Growth Portfolio holding).Profitability:As Tesla continues to ramp, so too will its profitability (margins). It helps tremendously that the company is already profitable—something many other high-growth companies cannot say (see our earlier top growth stock tables), considering rising interest rates make for a more challenging capital markets environment. Here is a look at the company’s most recent quarterly income statement (as you can see costs are not rising as rapidly as revenues, thereby improving margins and profitability).Tesla Q3 Investor PresentationAlso very important, Tesla has a healthy balance sheet (see below). In particular, the company has more current assets than total liabilities (a good thing with rates rising and considering a significant portion of debt comes due in the next few years.Tesla Q3 Investor PresentationTesla does not pay a dividend and has not been repurchasing shares, both good things considering the growth potential is attractive. Specifically, with a return on invested capital above the cost of capital, Tesla has wisely been reinvesting in itself.Valuation:Unlike other growth businesses that have sold off hard over the last year (as the fed has become increasingly hawkish), Tesla is actually profitable and margins are improving. This is a very good thing, but it’s also critically important to acknowledge Tesla’s high uncertainly and volatility (as compared to the auto industry and the overall S&P 500, as you can get some feel for in the graphics below).Tesla Q3 Investor PresentationAssigning an exact valuation to Tesla given the high volatility, growth and uncertainty (Tesla is not a boring predictable company like Procter & Gamble (PG) and Johnson & Johnson (JNJ)) is a challenging endeavor with resulting numbers varying widely based on cost of capital, return on capital invested and growth rate assumptions. That said, it can be worthwhile to compare Tesla’s margins, growth rate, profitability and valuation metrics to other large companies, as shown in the table below.StockRoverA few notable things in the table above, Tesla is actually profitable (that’s more than a lot of other high-growth stocks can say) and even though its forward P/E ratio is way above other automakers, so is its expected growth rate much higher. Further, Tesla’s cost of capital is well below its return on invested capital, and its net margins are already very impressive (much better than GM and Ford) and expected to keep improving as economies of scale grow for Tesla.For a little more perspective, the 33 Wall Street analysts covering the shares have an aggregate “Buy” rating, and many of them have price targets significantly higher than the current share price (which is down over 70% in the last year).Seeking AlphaIn our view, if Tesla continues on its current growth trajectory (a very big “if”) the shares can easily trade dramatically higher, as earnings are set to grow dramatically. And even if the growth rate comes in lower than expected (but still remains relatively high) the shares are still undervalued. From a high level, the market seems overly pessimistic on Tesla relative to its long-term earnings power and value (perhaps a near-term phenomenon related to the woke mob’s increasing contempt for CEO, Elon Musk).Risk Factors:Woke Mob Fury: In case you haven’t noticed, Tesla is a volatile stock that gets a lot of media attention, particularly from the environmentally-focused woke mob. As alluded to earlier, the woke mob created significant political pressure that led to the emissions credits and other government-sponsored incentives that have helped Tesla become the large company it is today. However, the woke mob’s opinion of Tesla is changing rapidly.For starters, Tesla CEO Elon Musk’s recent purchase of Twitter (a major source for information distribution) has upset many from a political standpoint because they preferred the views of prior Twitter leadership. This has created significant negative media attention for Musk and for Tesla. For example, according to this NBC News article:“Elon Musk’s uneasy relationship with the left explodes over Twitter takeover… Musk has helped expand America's use of electric vehicles. The left has found a lot of other things to dislike about him.”Further, Musk's recent sanctioning of the Twitter Files has increased the heat on him and his companies.Related, Tesla continues to receive low ESG (Environmental, Social and corporate Governance) ratings, while large oil and gas companies are increasingly receiving better ratings. For example, see: How Does Tesla Get A Worse ESG Score Than 2 Oil Companies?TwitterHowever, given the momentum of EV adoption, we expect negative sentiment to create more short-term pressure than long-term pressure. Further still, as constituents work to increase the use of alternative energy sources in the grid, this will decrease the fossil fuel footprint of electric vehicles (although fossil fuels will likely remain the major energy source for decades to come).Key-Man Risk: CEO Elon Musk splits his time between Tesla, Twitter, SpaceX and The Boring Company. This creates significant demands on his time and could detract from performance (although Musk is reported to be searching for a new Twitter CEO). Further still, Musk owns a significant percentage of Tesla’s shares, which he has recently reduced to fund his Twitter acquisition. Musk sales can negatively impact the share price.Competition: Traditional automakers are shifting heavily towards EV production which creates increased competition for Tesla. This could cause Tesla’s growth rate to slow. Some pundits argue that Tesla’s valuation multiple should be more in-line with traditional automakers, despite Tesla’s higher growth rate, higher margins and more expansive innovation.Battery Prices: According to some, battery and solar panel prices will decline faster than Tesla can reduce costs, resulting in little to no profit in this areas.EV Adoption: The magnitude of EV adoption may not be as great as expected. Some drivers may simply prefer to stick with their gas powered vehicles.Regulatory Risks: Tesla has historically relied heavily on subsidies and incentives. This may make future growth more challenging. Further, some states are requiring car makes and dealers to be separate, which could create legal challenges for Tesla.Macro Headwinds: Macroeconomic headwinds, as described earlier, are a significant risk factor for Tesla. Interest rates are higher, economic growth is slowing and the economy is expected to enter an ugly recession. This could dramatically slow growth, although stock prices generally recover faster than the economy.Key Takeaways and Conclusions:Tesla is profitable, growing rapidly and significantly undervalued. However, that doesn’t mean the shares won’t keep falling (the woke mob is angry, and this is bad for public perception). Further, the indiscriminate growth stock selloff continues, especially with recession looming and no “fed put” in sight.However, Tesla has the fundamental growth characteristics that Future Fund likes (it’s ranked #1 in that fund). It also ranks above the 90th percentile (a good thing) in our fundamental growth score table above. Further still, Tesla apparently has the long-term rainmaker characteristics that ARK Innovation ETF likes (it’s ranked #3 in that fund).If you are a low-risk, income-focused investor, stay the heck away from Tesla! But if you are a disciplined long-term growth investor, Tesla is increasingly attractive and worth considering for a spot in your prudently-diversified long-term portfolio. Although volatile, Tesla's long-term upside is very real.This article is written by Blue Harbinger for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980801188,"gmtCreate":1665700584945,"gmtModify":1676537649618,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9980801188","repostId":"1140902779","repostType":4,"repost":{"id":"1140902779","pubTimestamp":1665761013,"share":"https://www.laohu8.com/m/news/1140902779?lang=&edition=full","pubTime":"2022-10-14 23:23","market":"us","language":"en","title":"Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1140902779","media":"TipRanks","summary":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range.","content":"<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money</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; 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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\">\nInflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINE":"Alpine Income Property Trust, Inc.","CTO":"CTO Realty Growth, Inc."},"source_url":"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140902779","content_text":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range. The move showed that the central bank is deadly serious about taking on the stubbornly high inflation that has been plaguing the economy since the middle of 2021.The Fed’s turn toward an aggressive anti-inflationary policy may not be hard enough, however, as the September data, released this morning, showed the headline consumer price index (CPI) at an annualized rate of 8.2%, slightly lower than August’s 8.3%, but slightly higher than the 8.1% which had been forecast. There’s no good news here, and we should expect the Fed to take further aggressive rate hiking action at the next FOMC meeting on November 1 and 2.After the data release, the 2-year Treasury bond yield jumped by 16 basis points and hit 4.45%, and the 10-year note once again moved above 4%. These moves portend a shift by investors from stocks toward bonds, to lock in higher yields.For investors still intent on sticking with stocks, the logical move is find a defensive play that will provide some protection against inflation. Dividend stocks, especially the high-yield payers, are the ‘standard’ move in the defensive playbook, and we’ve used the TipRanks data to look up two that offer yields high enough to give some insulation against inflation. And even better, they both have a ‘Strong Buy’ consensus rating from the wider analyst community. Let’s take a closer look.Alpine Income Property Trust (PINE)The first high-yield div payer we’ll look at is Alpine Income Property Trust, a commercial net lease REIT with a focus on retail properties. Alpine’s portfolio is composed of open-air strip malls and stand-alone retail locations, spread across 35 states. The company is headquartered in Florida, where it has 4 properties; the state with the largest number of Alpine properties is Texas, with 25, while Ohio and New York tie for second place, each with 12 properties.Alpine has a total of 143 properties in its portfolio, a combined 3.3 million square feet of leasable space. The company boasts, justifiably, that it has a 100% occupancy rate. Revenues and earnings have been strong over the past two years, with consistent sequential gains at the top line.Alpine saw revenues of $11.3 million in 2Q22, the last quarter reported. Earnings spiked in that quarter, to $14.3 million, after coming in at just $304K one year earlier. Alpine had a diluted EPS of $1.05 in 2Q22. Of particular interest to dividend investors, Alpine reported an adjusted funds from operations (AFFO) of $0.47 for 2Q, a 20% increase year-over-year, and more than enough to fully cover the regular stock dividend.That dividend deserved a closer look. The most recent declaration, made in August, was for 27.5 cents per common share, a modest bump of 1.9% from the previous quarter – but the sixth dividend increase in the past three years. Alpine’s current common share dividend annualizes to $1.10 and gives a yield of 7%, more than triple the average dividend yield in the broader markets, and high enough to be useful as insulation against current inflation.In the eyes of Raymond James analyst RJ Milligan, who holds a 5-star ranking from TipRanks, all of this adds up to a company in a very solid position.“Investors continue to build positions in more defensive sectors (including net-lease) given concerns about a coming recession, which has helped drive the net lease sector’s YTD outperformance despite spiking rates and high inflation. We expect PINE will continue to benefit from this rotation given its high quality portfolio, discounted valuation, and well-covered dividend,” Milligan opined.Following from this upbeat stance, Milligan rates PINE shares an Outperform (i.e. Buy), and his price target of $23 implies a one-year upside potential of 44%.While this commercial REIT has only picked up 5 recent analyst reviews, those were all positive, testifying to PINE’s underlying strength and attractive qualities – and giving the stock a unanimous Strong Buy consensus rating. The shares are selling for $15.87 and their average price target of $21.25 indicates a potential gain of 33% in the next 12 months.CTO Realty Growth (CTO)Let’s stick with REITs, a sector known for its dividend champs. CTO Realty Growth is another commercial REIT with income-generating shopping mall and retail investments in 9 states. CTO has 6 properties in its home state of Florida, and 3 each in Georgia and Texas. The bulk of CTO’s assets are in the coastal Southeast or the Southwest, but the company does have a 15% ownership interest in Alpine, the stock discussed above.In recent weeks, CTO has announced two important developments that have enhanced the company’s liquidity. First was the September 21 notice that the firm had expanded its credit facility to $565 million, and that was followed on September 26 by the announcement that the company had sold off three properties in Jacksonville, Florida for a total of $34.9 million.Earlier in the summer, CTO reported its results for 2Q22, with fund from operations (FFO) coming in at $1.41 per share for the quarter, up 60% year-over-year, and adjusted FFO growing 38% to reach $1.48 per common share. These results were more than enough to support the dividend, which was declared for Q3 on August 22 and paid out on September 30. The Q3 dividend was raised by a modest 1.8% and paid out at 38 cents per common share. The dividend’s annualized rate of $1.52 gives a yield of 8.6%, which is higher than current inflation numbers and ensures a real rate of return for investors.AnalystRobert Stevenson, watching this stock for investment firm Janney Montgomery, is unabashedly bullish on CTO. He says of the company, “Our continued positive view on the stock is based on the company’s assets, high dividend yield, and ability to continue to grow earnings and dividends for shareholders… CTO is one of our favorite yield names within our REIT coverage universe.”Factoring in a discounted valuation and attractive growth potential, Stevenson rates CTO a Buy, along with a price target of $25. If his price target is achieved, investors could realize a potential total return of ~44%There are 4 recent analyst reviews on file for CTO and they are unanimously positive, to give the stock its Strong Buy analyst consensus rating. The shares are priced at $17.54 and their $25 average target matches Stevenson’s 42% upside forecast.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955544514,"gmtCreate":1675637368338,"gmtModify":1676539009353,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9955544514","repostId":"2309838908","repostType":4,"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952491802,"gmtCreate":1674867233406,"gmtModify":1676538963142,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952491802","repostId":"2306402121","repostType":4,"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958165381,"gmtCreate":1673661778743,"gmtModify":1676538871978,"author":{"id":"4102856944715880","authorId":"4102856944715880","name":"Sephiro","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958165381","repostId":"2303808882","repostType":4,"repost":{"id":"2303808882","pubTimestamp":1673667262,"share":"https://www.laohu8.com/m/news/2303808882?lang=&edition=full","pubTime":"2023-01-14 11:34","market":"us","language":"en","title":"Nasdaq Bear Market: 2 Stocks Down 45% and 82% Poised to Rebound in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2303808882","media":"Motley Fool","summary":"These former highfliers are ready to rally.","content":"<html><head></head><body><p><i>&#34;The best bargains are always found in frightening environments.&#34;</i></p><p>-- Howard Marks</p><p>Bear markets can be terrifying. Watching helplessly as your life savings disappear is enough to scare even seasoned investors.</p><p>But the best investors, such as Oaktree Capital Management co-founder Howard Marks, know that market downturns can create spectacular opportunities to profit.</p><p>Fortunately, we have just such an opportunity today. The following companies saw their stock prices plunge during the 2022 bear market. But they&#39;re set to enjoy powerful growth catalysts in the coming years. And with their shares now much more reasonably priced, these beaten-down growth stocks are particularly attractive buys.</p><h2>Etsy</h2><p>E-commerce sales surged during the early part of the pandemic. <b>Etsy</b> experienced explosive growth during this period as more people shopped on its sites for handmade items and craft supplies. But after health restrictions were lifted and shoppers returned to traditional retail stores, Etsy&#39;s growth slowed. Impatient traders sold, and its stock price sank 45% last year.</p><p>Yet Etsy&#39;s shares have rallied roughly 90% from their 52-week lows because investors have begun to realize that much of the gains the company earned during the pandemic are likely permanent. The number of active buyers on Etsy&#39;s platform topped 88 million in Q3, doubling from the third quarter in 2019. Those buyers are also spending more, with sales per active buyer up 33% during that time. All told, Etsy&#39;s revenue and operating cash flow for the first nine months of 2022 rose to $1.8 billion and $392 million, respectively, up from $548 million and $128 million in the comparable period in 2019.</p><p>Moreover, Etsy&#39;s growth could reaccelerate as e-commerce trends normalize. Online retail sales will approach $7.4 trillion in 2025, up from $5.5 trillion in 2022, according to eMarketer. If Etsy can capture just a small portion of that growth -- and multiple signs suggest it can -- investors who buy its shares at their discounted price today will likely be well rewarded.</p><h2>Rivian Automotive</h2><p>Supply chain disruptions made it impossible for <b>Rivian Automotive</b> to hit its vehicle production target for 2022. Meanwhile, surging raw material costs led the electric vehicle (EV) upstart&#39;s losses to widen. Rivian&#39;s stock price, in turn, plunged 82% last year.</p><p>But with its shares trading near record lows, Rivian&#39;s stock is now much more reasonably priced. The EV maker ended the third quarter with over $13 billion in cash reserves. That figure is likely lower today due to the company&#39;s production expenses. Still, with Rivian&#39;s current market cap standing at roughly $15 billion, you can buy its shares at only slightly more than the value of the cash it holds on its balance sheet. Investors are essentially assigning little value to Rivian&#39;s operations -- or its potential to generate profits in the future.</p><p>Yet Rivian&#39;s growth prospects remain intriguing. Sales of fully electric vehicles topped 800,000 in the U.S. in 2022, good for year-over-year growth of over 60%, according to Motor Intelligence. EVs accounted for 5.8% of all vehicles sold last year, up from 3.2% in 2021, as reported by <i>The</i> <i>Wall Street Journal</i>.</p><p>Rivian has captured a small sliver of this rapidly expanding market. Its 20,332 vehicle deliveries in 2022 comprised just 2.6% of total U.S. EV sales. But as of Nov. 7, 2022, Rivian had over 114,000 preorders for its popular R1T pickup truck and R1S SUV. The automaker is ramping up production to meet the booming demand for its EVs.</p><p>Rivian also has an order for a whopping 100,000 commercial vans from <b>Amazon</b> that it intends to fulfill by 2025. Notably, the e-commerce giant owns a roughly 17% stake in Rivian, which is currently valued at about $2.6 billion.</p><p>With its bountiful cash reserves, Amazon&#39;s backing, and strong consumer demand for its vehicles, Rivian could rebound sharply from its recent lows. Investors who buy the EV maker&#39;s shares today stand to earn sizable rewards if Rivian can deliver on its awesome growth potential.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Bear Market: 2 Stocks Down 45% and 82% Poised to Rebound in 2023</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\">\nNasdaq Bear Market: 2 Stocks Down 45% and 82% Poised to Rebound in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-14 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/01/13/nasdaq-bear-market-stocks-to-buy-poised-to-rebound/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"The best bargains are always found in frightening environments.\"-- Howard MarksBear markets can be terrifying. Watching helplessly as your life savings disappear is enough to scare even seasoned ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/01/13/nasdaq-bear-market-stocks-to-buy-poised-to-rebound/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETSY":"Etsy, Inc.","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.fool.com/investing/2023/01/13/nasdaq-bear-market-stocks-to-buy-poised-to-rebound/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2303808882","content_text":"\"The best bargains are always found in frightening environments.\"-- Howard MarksBear markets can be terrifying. Watching helplessly as your life savings disappear is enough to scare even seasoned investors.But the best investors, such as Oaktree Capital Management co-founder Howard Marks, know that market downturns can create spectacular opportunities to profit.Fortunately, we have just such an opportunity today. The following companies saw their stock prices plunge during the 2022 bear market. But they're set to enjoy powerful growth catalysts in the coming years. And with their shares now much more reasonably priced, these beaten-down growth stocks are particularly attractive buys.EtsyE-commerce sales surged during the early part of the pandemic. Etsy experienced explosive growth during this period as more people shopped on its sites for handmade items and craft supplies. But after health restrictions were lifted and shoppers returned to traditional retail stores, Etsy's growth slowed. Impatient traders sold, and its stock price sank 45% last year.Yet Etsy's shares have rallied roughly 90% from their 52-week lows because investors have begun to realize that much of the gains the company earned during the pandemic are likely permanent. The number of active buyers on Etsy's platform topped 88 million in Q3, doubling from the third quarter in 2019. Those buyers are also spending more, with sales per active buyer up 33% during that time. All told, Etsy's revenue and operating cash flow for the first nine months of 2022 rose to $1.8 billion and $392 million, respectively, up from $548 million and $128 million in the comparable period in 2019.Moreover, Etsy's growth could reaccelerate as e-commerce trends normalize. Online retail sales will approach $7.4 trillion in 2025, up from $5.5 trillion in 2022, according to eMarketer. If Etsy can capture just a small portion of that growth -- and multiple signs suggest it can -- investors who buy its shares at their discounted price today will likely be well rewarded.Rivian AutomotiveSupply chain disruptions made it impossible for Rivian Automotive to hit its vehicle production target for 2022. Meanwhile, surging raw material costs led the electric vehicle (EV) upstart's losses to widen. Rivian's stock price, in turn, plunged 82% last year.But with its shares trading near record lows, Rivian's stock is now much more reasonably priced. The EV maker ended the third quarter with over $13 billion in cash reserves. That figure is likely lower today due to the company's production expenses. Still, with Rivian's current market cap standing at roughly $15 billion, you can buy its shares at only slightly more than the value of the cash it holds on its balance sheet. Investors are essentially assigning little value to Rivian's operations -- or its potential to generate profits in the future.Yet Rivian's growth prospects remain intriguing. Sales of fully electric vehicles topped 800,000 in the U.S. in 2022, good for year-over-year growth of over 60%, according to Motor Intelligence. EVs accounted for 5.8% of all vehicles sold last year, up from 3.2% in 2021, as reported by The Wall Street Journal.Rivian has captured a small sliver of this rapidly expanding market. Its 20,332 vehicle deliveries in 2022 comprised just 2.6% of total U.S. EV sales. But as of Nov. 7, 2022, Rivian had over 114,000 preorders for its popular R1T pickup truck and R1S SUV. The automaker is ramping up production to meet the booming demand for its EVs.Rivian also has an order for a whopping 100,000 commercial vans from Amazon that it intends to fulfill by 2025. Notably, the e-commerce giant owns a roughly 17% stake in Rivian, which is currently valued at about $2.6 billion.With its bountiful cash reserves, Amazon's backing, and strong consumer demand for its vehicles, Rivian could rebound sharply from its recent lows. Investors who buy the EV maker's shares today stand to earn sizable rewards if Rivian can deliver on its awesome growth potential.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}