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2022-08-15

[Happy]

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2022-08-08

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STI Down 0.4% Amid Mixed Regional Showing

2022-08-06

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3 First-Rate ETFs for Stock Dividends

2022-08-05

[Miser]

Apple's Enviable Cash Hoard Is Dwindling. Here's What That Means for the Stock

2022-08-01

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Energy Stocks Have a Sustainable Future: It’s in Their Dividends

2022-07-18

[Miser]

Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week

2022-07-16

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Cathie Wood's Growth Stocks Are Primed to Go Parabolic

2022-07-15

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

2022-07-12

[Tongue] [Smile]

The Ratio of Euro and USD Came to 1:1 for the First Time in Two Decades

2022-07-10

[Miser]

3 Dividend Stocks That Are Screaming Buys in July

2022-07-02

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Berkshire Hathaway Buys 9.9 Million More Occidental Shares, Has 17.4% Stake

2022-06-20

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Grab Holdings: Speculative, Despite 85% Sell-Off

2022-06-09

[Miser]

Continued Consolidation Predicted For Singapore Stock Market

2022-05-26

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Apple: Change In Market Calculus

2022-05-25

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Apple's iPhone Development Schedule Delayed By China Lockdowns - Nikkei

2022-05-23

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Should You Buy Amazon Now or Wait Until After the Stock Split?

2022-05-17

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2022-05-16

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Apple: One Big Time Sale

2022-05-12

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Nissan Warns of Flat Profit As Chip Shortage Becomes "New Normal"

2022-05-10

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[Smug] [Smug] [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904091628","repostId":"1109449485","repostType":2,"repost":{"id":"1109449485","pubTimestamp":1659953395,"share":"https://ttm.financial/m/news/1109449485?lang=&edition=fundamental","pubTime":"2022-08-08 18:09","market":"sg","language":"en","title":"STI Down 0.4% Amid Mixed Regional Showing","url":"https://stock-news.laohu8.com/highlight/detail?id=1109449485","media":"The Business Times","summary":"THE Straits Times Index (STI) ended Monday (Aug 8) down 0.4 per cent or 11.9 points to 3,270.98, ami","content":"<html><head></head><body><p>THE Straits Times Index (STI) ended Monday (Aug 8) down 0.4 per cent or 11.9 points to 3,270.98, amid a mixed regional showing.</p><p>This comes after a strong US jobs data sent chills across global markets, stoking fears that another Fed rate hike may be in the works to combat inflation.</p><p>IG market analyst Yeap Jun Rong said the new trading week in Asia could thus be off to a more cautious start.</p><p>“The quiet schedule on the economic calendar could leave sentiments to linger around the job report, which may not provide a reason to cheer and could lead to some consolidation moves in risk assets,” he said.</p><p>Losers slightly outpaced gainers 229 to 222 in the broader Singapore market, with 1.05 billion securities worth S$941.5 million changing hands.</p><p><a href=\"https://laohu8.com/S/U96.SI\">Sembcorp Industries</a> was the top gainer among index constituents, up 3.6 per cent or S$0.11 to S$3.18 at the closing bell.</p><p><a href=\"https://laohu8.com/S/F34.SI\">Wilmar International</a> was at the bottom of the table, ending down 4.9 per cent or US$0.21 at S$4.09.</p><p>The trio of local banks ended mixed. <a href=\"https://laohu8.com/S/O39.SI\">OCBC</a> closed up 0.3 per cent or S$0.04 at S$12.28, <a href=\"https://laohu8.com/S/D05.SI\">DBS</a> ended down 0.2 per cent or S$0.07 at S$32.77, while <a href=\"https://laohu8.com/S/U11\">UOB </a> lost 2.2 per cent or S$0.61 to close at S$27.20.</p><p>In the region, Japan’s Nikkei index was up 0.3 per cent and South Korea’s Kospi index climbed 0.1 per cent, while Hong Kong’s Hang Seng index lost 0.8 per cent and the Kuala Lumpur Composite Index shed 0.4 per cent.</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>STI Down 0.4% Amid Mixed Regional Showing</title>\n<style 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}\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\">\nSTI Down 0.4% Amid Mixed Regional Showing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 18:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/sti-down-04-amid-mixed-regional-showing><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE Straits Times Index (STI) ended Monday (Aug 8) down 0.4 per cent or 11.9 points to 3,270.98, amid a mixed regional showing.This comes after a strong US jobs data sent chills across global markets,...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/sti-down-04-amid-mixed-regional-showing\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/sti-down-04-amid-mixed-regional-showing","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109449485","content_text":"THE Straits Times Index (STI) ended Monday (Aug 8) down 0.4 per cent or 11.9 points to 3,270.98, amid a mixed regional showing.This comes after a strong US jobs data sent chills across global markets, stoking fears that another Fed rate hike may be in the works to combat inflation.IG market analyst Yeap Jun Rong said the new trading week in Asia could thus be off to a more cautious start.“The quiet schedule on the economic calendar could leave sentiments to linger around the job report, which may not provide a reason to cheer and could lead to some consolidation moves in risk assets,” he said.Losers slightly outpaced gainers 229 to 222 in the broader Singapore market, with 1.05 billion securities worth S$941.5 million changing hands.Sembcorp Industries was the top gainer among index constituents, up 3.6 per cent or S$0.11 to S$3.18 at the closing bell.Wilmar International was at the bottom of the table, ending down 4.9 per cent or US$0.21 at S$4.09.The trio of local banks ended mixed. OCBC closed up 0.3 per cent or S$0.04 at S$12.28, DBS ended down 0.2 per cent or S$0.07 at S$32.77, while UOB  lost 2.2 per cent or S$0.61 to close at S$27.20.In the region, Japan’s Nikkei index was up 0.3 per cent and South Korea’s Kospi index climbed 0.1 per cent, while Hong Kong’s Hang Seng index lost 0.8 per cent and the Kuala Lumpur Composite Index shed 0.4 per cent.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902706740,"gmtCreate":1659750734883,"gmtModify":1703749639011,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Sad]&nbsp;","listText":"[Sad]&nbsp;","text":"[Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902706740","repostId":"2257198726","repostType":4,"repost":{"id":"2257198726","pubTimestamp":1659757800,"share":"https://ttm.financial/m/news/2257198726?lang=&edition=fundamental","pubTime":"2022-08-06 11:50","market":"us","language":"en","title":"3 First-Rate ETFs for Stock Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=2257198726","media":"Motley Fool","summary":"You can't go wrong with reliable income.","content":"<html><head></head><body><p>It can&#39;t be overstated just how pivotal dividends can be to an investors&#39; total returns -- especially when reinvested. From 1960 through 2021, reinvested dividends accounted for 84% of the total return of the <b>S&amp;P 500</b>, according to Hartford Funds.</p><p>In other words, dividends can be powerful. If you&#39;re looking to invest in dividend-paying stocks, look no further than dividend-focused exchange-traded funds (ETFs).</p><p>ETFs that prioritize dividends can provide the benefit of having higher dividend yields as well as diversification, one of the key pillars of investing. Here are three first-rate dividend ETFs to check out.</p><h2>1. <a href=\"https://laohu8.com/S/VYM\">Vanguard High Dividend Yield ETF</a></h2><p>The <b>Vanguard High Dividend Yield ETF</b> is a popular option with a fairly broad approach to which stocks it holds. Excluding REITs, the fund consists of 443 public U.S. companies that have paid out above-average dividends in the previous 12 months. With the Vanguard High Dividend Yield ETF, investors will get exposure to large-cap companies spanning all 11 sectors. And since it&#39;s market-cap weighted, larger companies make up the bulk of the fund.</p><p>A great thing about this ETF is its low cost with an expense ratio of just 0.06%. A small difference in percentages may not seem like much on paper, but higher expense ratios can eat away at your returns over time. With trailing-12-month payouts of $3.20 per share (or a 3.0% yield as of this writing), it&#39;s also in line with some top-paying dividend ETFs.</p><h2>2. SPDR S&amp;P Dividend ETF</h2><p>The <b>SPDR S&amp;P Dividend ETF</b> is a bit more selective in the stocks it includes, only screening for companies that have consistently increased their dividends at least 20 consecutive years. Although that&#39;s five years less than what it takes to attain the Dividend Aristocrat title, this ETF still consists of many of them, providing a bit more sense of reliability.</p><p>The index is weighted by dividend yield, so the higher a company&#39;s yield, the greater its representation in the fund. There are only 119 companies total, but the largest holding, <b>Franklin Resources</b>, only makes up 1.85% of it. The companies within the fund are chosen each January and reweighted every quarter.</p><p>The fund paid out $3.35 over the past year (around a 2.7% yield). However, one downside to the SPDR S&amp;P Dividend ETF is its expense ratio, which comes in a bit pricier than other options at 0.35%.</p><h2>3. <a href=\"https://laohu8.com/S/EMDI\">iShares</a> Core High Dividend ETF</h2><p>The <b><a href=\"https://laohu8.com/S/EMEY\">iShares</a> Core High Dividend ETF</b> is the most selective of the three listed here, holding only 75 U.S. stocks that the fund has screened for financial health. This ETF consists mostly of large-cap stocks, and it&#39;s a bit more top-heavy than the other ETFs with the top three holdings -- <b>ExxonMobil</b>, <b>Johnson &amp; Johnson</b>, and <b>Chevron</b> -- making up over 19% of the fund. The top three sectors -- healthcare, energy, and consumer staples -- make up about 58% of the fund as well.</p><p>With a $3.16 trailing-12-month payout (or a 3.1% yield), it can be a lucrative choice for investors looking to kill two birds with one stone with dividends and large-cap investing. It&#39;s also low cost with a 0.08% expense ratio.</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 First-Rate ETFs for Stock Dividends</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 First-Rate ETFs for Stock Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-06 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/05/3-first-rate-etfs-for-stock-dividends/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It can't be overstated just how pivotal dividends can be to an investors' total returns -- especially when reinvested. From 1960 through 2021, reinvested dividends accounted for 84% of the total ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/05/3-first-rate-etfs-for-stock-dividends/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SDY":"股息指数ETF-SPDR S&P","VYM":"红利股ETF-Vanguard","HDV":"iShares High Dividend Equity Fun"},"source_url":"https://www.fool.com/investing/2022/08/05/3-first-rate-etfs-for-stock-dividends/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257198726","content_text":"It can't be overstated just how pivotal dividends can be to an investors' total returns -- especially when reinvested. From 1960 through 2021, reinvested dividends accounted for 84% of the total return of the S&P 500, according to Hartford Funds.In other words, dividends can be powerful. If you're looking to invest in dividend-paying stocks, look no further than dividend-focused exchange-traded funds (ETFs).ETFs that prioritize dividends can provide the benefit of having higher dividend yields as well as diversification, one of the key pillars of investing. Here are three first-rate dividend ETFs to check out.1. Vanguard High Dividend Yield ETFThe Vanguard High Dividend Yield ETF is a popular option with a fairly broad approach to which stocks it holds. Excluding REITs, the fund consists of 443 public U.S. companies that have paid out above-average dividends in the previous 12 months. With the Vanguard High Dividend Yield ETF, investors will get exposure to large-cap companies spanning all 11 sectors. And since it's market-cap weighted, larger companies make up the bulk of the fund.A great thing about this ETF is its low cost with an expense ratio of just 0.06%. A small difference in percentages may not seem like much on paper, but higher expense ratios can eat away at your returns over time. With trailing-12-month payouts of $3.20 per share (or a 3.0% yield as of this writing), it's also in line with some top-paying dividend ETFs.2. SPDR S&P Dividend ETFThe SPDR S&P Dividend ETF is a bit more selective in the stocks it includes, only screening for companies that have consistently increased their dividends at least 20 consecutive years. Although that's five years less than what it takes to attain the Dividend Aristocrat title, this ETF still consists of many of them, providing a bit more sense of reliability.The index is weighted by dividend yield, so the higher a company's yield, the greater its representation in the fund. There are only 119 companies total, but the largest holding, Franklin Resources, only makes up 1.85% of it. The companies within the fund are chosen each January and reweighted every quarter.The fund paid out $3.35 over the past year (around a 2.7% yield). However, one downside to the SPDR S&P Dividend ETF is its expense ratio, which comes in a bit pricier than other options at 0.35%.3. iShares Core High Dividend ETFThe iShares Core High Dividend ETF is the most selective of the three listed here, holding only 75 U.S. stocks that the fund has screened for financial health. This ETF consists mostly of large-cap stocks, and it's a bit more top-heavy than the other ETFs with the top three holdings -- ExxonMobil, Johnson & Johnson, and Chevron -- making up over 19% of the fund. The top three sectors -- healthcare, energy, and consumer staples -- make up about 58% of the fund as well.With a $3.16 trailing-12-month payout (or a 3.1% yield), it can be a lucrative choice for investors looking to kill two birds with one stone with dividends and large-cap investing. It's also low cost with a 0.08% expense ratio.","news_type":1},"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9902672499,"gmtCreate":1659699302114,"gmtModify":1704790768304,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9902672499","repostId":"2257167383","repostType":2,"repost":{"id":"2257167383","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":1659699075,"share":"https://ttm.financial/m/news/2257167383?lang=&edition=fundamental","pubTime":"2022-08-05 19:31","market":"us","language":"en","title":"Apple's Enviable Cash Hoard Is Dwindling. Here's What That Means for the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2257167383","media":"Dow Jones","summary":"Apple's cash position is plunging, and that's positive for both the business and the company's share","content":"<html><head></head><body><p>Apple&#39;s cash position is plunging, and that&#39;s positive for both the business and the company&#39;s shareholders.</p><p>Yet many investors and Wall Street analysts see signs of trouble that Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> cash and short-term investments have shrunk to $48 billion as of the end of June 2022 from $107 billion at the end of 2019 -- a decline of 55%.</p><p>According to a longstanding theory in corporate finance, companies with cash hoards underperform those with smaller savings accounts, on average. This theory was laid out several decades ago by Michael Jensen, an emeritus professor of business administration at Harvard Business School. In a now-famous 1986 article in the American Economic Review, Jensen argued that companies would be less efficient to the degree they hoarded cash above and beyond what was needed for current operations.</p><p>Why would too much cash be a bad thing? Jensen theorized that it encourages corporate managers to engage in foolish behaviors. Jensen argued that shareholders should try to &#34;motivate managers to disgorge the cash rather than investing it at below the cost of capital or wasting it on organization inefficiencies.&#34;</p><p>That&#39;s the theory. But does it hold up in practice? To get insight, I reached out to Rob Arnott, founder of Research Affiliates. Arnott was co-author in 2003 (with Cliff Asness of AQR Capital Management) of a study that provided empirical support for Jensen&#39;s theory. Their study, which appeared in the Financial Analysts Journal, was entitled &#34;Surprise! Higher Dividends = Higher Earnings Growth.&#34;</p><p>They analyzed corporate earnings growth over 10-year periods between 1871 and 2001 and found that earnings grew the fastest following years in which companies&#39; dividend-payout ratios were the highest. Companies that hoarded their cash instead of distributing it to shareholders performed more poorly, on average.</p><p>In an interview, Arnott said he believes the conclusions he and Asness reached two decades ago are still valid. He therefore considers Apple&#39;s shrinking cash hoard to be a positive for the company&#39;s future prospects.</p><p>What if Apple in the future needed the cash it no longer has? Arnott replied that  the company would only need to approach the debt or equity markets to raise the cash, which it would have no trouble doing -- provided it was going to use the cash for a productive purpose. This proviso is the key to why a small cash hoard is positive, Arnott argued: It imposes market discipline and accountability on any new projects or investments a company might want to make. With high levels of cash, in contrast, there is no such discipline or accountability.</p><p>In any case, Apple doesn&#39;t appear to be suffering in the wake of its diminished cash hoard. Since year-end 2019, during which its cash- and short-term investments have fallen 55%, return on equity jumped to 163% from 55%, according to FactSet. Over the same period the stock has produced a 35.3% annualized total return, tripling the 11.1% for the S&amp;P 500 .</p><p>The bottom line? Plausible as the narrative may be that shrinking cash levels are a bad omen, they in fact appear to be a positive development. The broader investment implication is to dig below the surface when presented with such narratives.</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's Enviable Cash Hoard Is Dwindling. Here's What That Means for the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple's Enviable Cash Hoard Is Dwindling. Here's What That Means for the Stock\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\">2022-08-05 19:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple&#39;s cash position is plunging, and that&#39;s positive for both the business and the company&#39;s shareholders.</p><p>Yet many investors and Wall Street analysts see signs of trouble that Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> cash and short-term investments have shrunk to $48 billion as of the end of June 2022 from $107 billion at the end of 2019 -- a decline of 55%.</p><p>According to a longstanding theory in corporate finance, companies with cash hoards underperform those with smaller savings accounts, on average. This theory was laid out several decades ago by Michael Jensen, an emeritus professor of business administration at Harvard Business School. In a now-famous 1986 article in the American Economic Review, Jensen argued that companies would be less efficient to the degree they hoarded cash above and beyond what was needed for current operations.</p><p>Why would too much cash be a bad thing? Jensen theorized that it encourages corporate managers to engage in foolish behaviors. Jensen argued that shareholders should try to &#34;motivate managers to disgorge the cash rather than investing it at below the cost of capital or wasting it on organization inefficiencies.&#34;</p><p>That&#39;s the theory. But does it hold up in practice? To get insight, I reached out to Rob Arnott, founder of Research Affiliates. Arnott was co-author in 2003 (with Cliff Asness of AQR Capital Management) of a study that provided empirical support for Jensen&#39;s theory. Their study, which appeared in the Financial Analysts Journal, was entitled &#34;Surprise! Higher Dividends = Higher Earnings Growth.&#34;</p><p>They analyzed corporate earnings growth over 10-year periods between 1871 and 2001 and found that earnings grew the fastest following years in which companies&#39; dividend-payout ratios were the highest. Companies that hoarded their cash instead of distributing it to shareholders performed more poorly, on average.</p><p>In an interview, Arnott said he believes the conclusions he and Asness reached two decades ago are still valid. He therefore considers Apple&#39;s shrinking cash hoard to be a positive for the company&#39;s future prospects.</p><p>What if Apple in the future needed the cash it no longer has? Arnott replied that  the company would only need to approach the debt or equity markets to raise the cash, which it would have no trouble doing -- provided it was going to use the cash for a productive purpose. This proviso is the key to why a small cash hoard is positive, Arnott argued: It imposes market discipline and accountability on any new projects or investments a company might want to make. With high levels of cash, in contrast, there is no such discipline or accountability.</p><p>In any case, Apple doesn&#39;t appear to be suffering in the wake of its diminished cash hoard. Since year-end 2019, during which its cash- and short-term investments have fallen 55%, return on equity jumped to 163% from 55%, according to FactSet. Over the same period the stock has produced a 35.3% annualized total return, tripling the 11.1% for the S&amp;P 500 .</p><p>The bottom line? Plausible as the narrative may be that shrinking cash levels are a bad omen, they in fact appear to be a positive development. The broader investment implication is to dig below the surface when presented with such narratives.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2257167383","content_text":"Apple's cash position is plunging, and that's positive for both the business and the company's shareholders.Yet many investors and Wall Street analysts see signs of trouble that Apple's $(AAPL)$ cash and short-term investments have shrunk to $48 billion as of the end of June 2022 from $107 billion at the end of 2019 -- a decline of 55%.According to a longstanding theory in corporate finance, companies with cash hoards underperform those with smaller savings accounts, on average. This theory was laid out several decades ago by Michael Jensen, an emeritus professor of business administration at Harvard Business School. In a now-famous 1986 article in the American Economic Review, Jensen argued that companies would be less efficient to the degree they hoarded cash above and beyond what was needed for current operations.Why would too much cash be a bad thing? Jensen theorized that it encourages corporate managers to engage in foolish behaviors. Jensen argued that shareholders should try to \"motivate managers to disgorge the cash rather than investing it at below the cost of capital or wasting it on organization inefficiencies.\"That's the theory. But does it hold up in practice? To get insight, I reached out to Rob Arnott, founder of Research Affiliates. Arnott was co-author in 2003 (with Cliff Asness of AQR Capital Management) of a study that provided empirical support for Jensen's theory. Their study, which appeared in the Financial Analysts Journal, was entitled \"Surprise! Higher Dividends = Higher Earnings Growth.\"They analyzed corporate earnings growth over 10-year periods between 1871 and 2001 and found that earnings grew the fastest following years in which companies' dividend-payout ratios were the highest. Companies that hoarded their cash instead of distributing it to shareholders performed more poorly, on average.In an interview, Arnott said he believes the conclusions he and Asness reached two decades ago are still valid. He therefore considers Apple's shrinking cash hoard to be a positive for the company's future prospects.What if Apple in the future needed the cash it no longer has? Arnott replied that  the company would only need to approach the debt or equity markets to raise the cash, which it would have no trouble doing -- provided it was going to use the cash for a productive purpose. This proviso is the key to why a small cash hoard is positive, Arnott argued: It imposes market discipline and accountability on any new projects or investments a company might want to make. With high levels of cash, in contrast, there is no such discipline or accountability.In any case, Apple doesn't appear to be suffering in the wake of its diminished cash hoard. Since year-end 2019, during which its cash- and short-term investments have fallen 55%, return on equity jumped to 163% from 55%, according to FactSet. Over the same period the stock has produced a 35.3% annualized total return, tripling the 11.1% for the S&P 500 .The bottom line? Plausible as the narrative may be that shrinking cash levels are a bad omen, they in fact appear to be a positive development. The broader investment implication is to dig below the surface when presented with such narratives.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908858746,"gmtCreate":1659363170885,"gmtModify":1705979520702,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908858746","repostId":"1126736216","repostType":4,"repost":{"id":"1126736216","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1659520760,"share":"https://ttm.financial/m/news/1126736216?lang=&edition=fundamental","pubTime":"2022-08-03 17:59","market":"us","language":"en","title":"Energy Stocks Have a Sustainable Future: It’s in Their Dividends","url":"https://stock-news.laohu8.com/highlight/detail?id=1126736216","media":"Dow Jones","summary":"One of the few numbers growing faster than energy stock dividends is the size of crowds convinced th","content":"<html><head></head><body><p>One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.</p><p>The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.</p><p>Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.</p><p>The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.</p><p>Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.</p><p>Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.</p><p>Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.</p><p>The biggest surprise might be a special dividend for the climate from the most unlikely sources.</p><h3>Stakeholder math and mindset</h3><p>The silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.</p><p>Oil &amp; gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.</p><p>Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.</p><p>Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.</p><p>Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).</p><p><img src=\"https://static.tigerbbs.com/f0ab7ce681646b016268181fe712096b\" tg-width=\"700\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/>Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.</p><p>The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.</p><p>Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&amp;P 500, which is 35.</p><h3><img src=\"https://static.tigerbbs.com/93d5091cb6d2f219f8a1aaf8e2285a85\" tg-width=\"700\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/>The upside of uncrowded truths</h3><p>Energy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.</p><p>The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.</p><p>A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.</p><p>I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.</p><p>Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.</p><p>Today there are 129 refineries, in 1982 there were 250.</p><p>Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.</p><h3>The most surprising dividend</h3><p>Up until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?</p><p>I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.</p><p>The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.</p><p>Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.</p><p>Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.</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>Energy Stocks Have a Sustainable Future: It’s in Their Dividends</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\">\nEnergy Stocks Have a Sustainable Future: It’s in Their Dividends\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-03 17:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.</p><p>The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.</p><p>Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.</p><p>The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.</p><p>Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.</p><p>Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.</p><p>Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.</p><p>The biggest surprise might be a special dividend for the climate from the most unlikely sources.</p><h3>Stakeholder math and mindset</h3><p>The silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.</p><p>Oil &amp; gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.</p><p>Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.</p><p>Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.</p><p>Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).</p><p><img src=\"https://static.tigerbbs.com/f0ab7ce681646b016268181fe712096b\" tg-width=\"700\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/>Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.</p><p>The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.</p><p>Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&amp;P 500, which is 35.</p><h3><img src=\"https://static.tigerbbs.com/93d5091cb6d2f219f8a1aaf8e2285a85\" tg-width=\"700\" tg-height=\"383\" referrerpolicy=\"no-referrer\"/>The upside of uncrowded truths</h3><p>Energy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.</p><p>The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.</p><p>A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.</p><p>I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.</p><p>Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.</p><p>Today there are 129 refineries, in 1982 there were 250.</p><p>Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.</p><h3>The most surprising dividend</h3><p>Up until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?</p><p>I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.</p><p>The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.</p><p>Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.</p><p>Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","CVX":"雪佛龙"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126736216","content_text":"One of the few numbers growing faster than energy stock dividends is the size of crowds convinced they are not sustainable. I’ve never witnessed a consensus opinion as negative on an entire sector as on traditional energy.The debates are so one-sided that dividends’ simple clues are being overlooked, and instead more focus is placed on when traditional energy businesses will cease to exist.Yet dividends offer investors better evidence of exactly what is working than any crowds. As a professional portfolio manager since 1996, I’ve studied every conceivable factor of investing success, and I’ve found no other metric with as long a track record. A dividend is delivered free of opinions about what is real — and that’s even more valuable when confusion about energy stocks is at an all-time high.The potential for energy dividends to be paid and increased has never been greater, in large part because the sector is considered uninvestable by so many — a remarkable paradox.Rather than single out individual stocks, it might be more helpful for investors if I can at least add some curiosity to their views of the group, far away from the consensus conviction.Begin with simple supply and demand. Crowds of votes, regulations and protests to put an end to fossil fuels have resulted in the fewest oil CL.1, -1.10% and natural gas NG00, -3.44% discoveries last year, since 1946. Yet the number of global households has more than tripled since then, demanding more products, that in turn requires more petroleum to produce.Between now and 2050, the United Nations goal of net zero carbon emissions, the demand for traditional energy will not only support dividends with more free cash flow but can increase those dividends substantially going forward.The biggest surprise might be a special dividend for the climate from the most unlikely sources.Stakeholder math and mindsetThe silliest notion of ESG investors protesting the ownership of energy stocks by large institutions was that forcing them to sell would limit capital needed to operate.Oil & gas companies have no problem finding money. In the past, they have been so reckless in issuing shares and debt fueled by greed from chasing higher prices that they can go bankrupt all on their own just fine. Speculative investors poured money into shale projects that never produced cash flow and destroyed capital. The shale boom was a great lesson in geology and terrible math.Focusing on a dividend requires discipline and more conservative math. A few of the highest-quality energy producers have begun to formally align their interests with stakeholders, showing the math they are basing dividend projections on and using commodity-price assumptions that are anything but greedy.Investors are overlooking this monumental shift in mindset that has occurred since the last time oil and gas prices were this high.Here’s an example from one of many companies that have learned from boom-and-bust cycles to use more conservative math. The green lines are oil and gas price assumptions used to forecast their free cash flow for dividends to be paid (one-half and one-third of current oil and gas prices as of July 2022).Unlike previous cycles, some energy producers’ balance sheets are now pristine; their net long-term debt has been reduced or eliminated. Pair that with increasing their own internal investment hurdle rates before considering new projects, and they’ve made the math so much harder on themselves. Stakeholders are directly benefiting.The best operators I study have learned hard lessons. But, as a portfolio manager I don’t take their word for it, I just stick to the math, which leaves no room for opinions.Free cash flow is gushing, which support more dividends and less speculation. Even better, they can be acquired at cheap prices compared to the overall market thanks to forced selling pressure. This chart shows the current enterprise value divided by trailing 12 months of free cash flow. Each of the largest energy companies is considerably below the average of all sectors across the S&P 500, which is 35.The upside of uncrowded truthsEnergy dividends are increasing as a result of our decreasing ability to have honest dialogues in this country. Our democracy has chosen to make it difficult or impossible for energy companies to grow their operations. So they are doing what they can with free cash flow: paying down debt, buying back shares and growing their dividends.The crowds have made it ever harder on energy companies to transport oil and gas and even harder to refine it. Those gigantic pieces of energy’s puzzle more directly impact American household’s daily expenses than the price of a barrel of oil. To safely and affordably move energy through pipelines requires a growing infrastructure that is now close to impossible to build or expand.A pipeline project with the most potential to add capacity was finally abandoned in 2021, after being proposed in 2008, and fully backed by long-term contracts from producers in Canada. Instead, oil sands are loaded on railcars and much less efficiently hauled into the U.S. with greater risks to the environment than pipelines.I asked my good friend Hinds Howard, a leading expert of energy pipelines, about any other recent developments that have a chance. He pointed to another project that will battle to ever get finished after three years of permitting. The original cost estimates have almost doubled just from legal work around extra regulatory delays.Energy’s refining capacity is even tighter. Rather than just face years of no growth and regulatory delays, refiners have been getting eliminated. In the last three years alone, four refineries have been shut down and two partially closed. Two more are scheduled to be closed. Six have been converted to renewable diesel. That is a net reduction of more than 1 million barrels a day.Today there are 129 refineries, in 1982 there were 250.Then we are surprised when growing demand for restricted supplies result in higher prices? The historically unique opportunity for investors is the irony of crowds of voters and protesters wanting to end the use of fossil fuels, ended up making energy dividends from the highest quality surviving operators safer than they have ever been.The most surprising dividendUp until now, I’ve relied on pure math, which I love because it leaves no room for any opinion, including my own. Here’s my only guess, based on the cleanest-burning motivation of capitalism to reward problem solvers: who better to lead us to cleaner energy than those who know exactly where it’s dirtiest?I recently visited with an energy company CFO, and he was most excited about a closed-loop gas recapture project to reduce flaring gas. The company developed this first-of-its-kind technology to help solve a problem it created, and it has been considerably more successful than expected.The new stated goal is “zero” routine flaring by 2025 and the company has more than doubled its climate technology budget in the past three years to help achieve that and try more projects.Traditional energy was already getting cleaner and more efficient. The number of carbon emission kilograms for every $1 of U.S. GDP has been more than cut in half since 1990. That’s not a solution, but it’s the right direction and the common interest of stakeholders of this planet.Innovation is more efficient than regulation. Energy companies in the U.S. already have the best climate technology in the world, and it’s not even close, and they can still improve it all substantially. We should lean into our advantages here. Traditional energy companies play a huge role in a more sustainable future and will pay increased dividends to get there.","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072784344,"gmtCreate":1658103208688,"gmtModify":1676536104998,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072784344","repostId":"2252759644","repostType":4,"repost":{"id":"2252759644","pubTimestamp":1658099935,"share":"https://ttm.financial/m/news/2252759644?lang=&edition=fundamental","pubTime":"2022-07-18 07:18","market":"us","language":"en","title":"Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2252759644","media":"Yahoo Finance","summary":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results","content":"<html><head></head><body><p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).</p><p>Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.</p><p>S&amp;P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.</p><p><img src=\"https://community-static.tradeup.com/news/d7ae8e53a71e929a24ff39611f587b22\" tg-width=\"705\" tg-height=\"413\" width=\"100%\" height=\"auto\"/></p><p>On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSet</p><p>The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&amp;P 500 will be higher for the rest of the year.</p><p>“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”</p><p>U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June&#39;s shock inflation report. All three major benchmarks finished lower for the week.</p><p>On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.</p><p>The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.</p><p>Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.</p><p>Tesla earnings will also be in focus after the close on Wednesday.</p><p>Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a &#34;super bad feeling&#34; about the economy and said the company is set to trim about 10% of jobs and &#34;pause all hiring worldwide&#34; as fears of a recession grow.</p><p>Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.</p><p>Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson &amp; Johnson (JNJ), United Airlines (UAL), AT&amp;T (T), and Snap (SNAP).</p><h2>Economic worries continue</h2><p>Last week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.</p><p>On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.</p><p>Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.</p><p>“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”</p><p>If the Federal Reserve places too much emphasis on June&#39;s CPI reading, the Federal Reserve &#34;risks creating a sense of panic,&#34; Andy Sparks, head of portfolio management research at MSCI said in a note.</p><p>&#34;It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.&#34;</p><p>Economists at Bank of America said last week they now expect a &#34;mild recession&#34; this year. The firm&#39;s equity strategists also updated their S&amp;P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.</p><p>The benchmark was down roughly 19.5% as of Friday&#39;s close.</p><p>On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.</p><p>The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.</p><p>Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.</p><p>—</p><h2><b>Economic calendar</b></h2><h2></h2><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, July (66 expected, 67 during prior month), <b><i>Net Long-Term TIC Outflows</i></b>, May ($87.7 billion during prior month), <b><i>Total Net TIC Outflows</i></b>, May (1.3 billion during prior month)</p><p><b>Tuesday:</b> <b><i>Housing starts</i></b>, June (1.590 million expected, 1.549 million during prior month), <b><i>Building permits</i></b>, June (1.673 million expected, 1.695 million during prior month), <b><i>Housing starts</i></b>, month-over-month, June (2.7% expected, -14.4% during prior month), <b><i>Building permits</i></b>, month-over-month, April (-1.3% expected, -7.0% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended July 15 (-1.7% during prior week), <b><i>Existing Home Sales</i></b>, June (5.40 million expected, 5.41 million during prior month), <b><i>Existing Home Sales</i></b>, month-over-month, June (-0.2% expected, -3.4% during prior month)</p><p><b>Thursday:</b> <b><i>Philadelphia Fed Business Outlook Index</i></b>, July (-1.0 expected, -3.3 during prior month), <b><i>Initial jobless claims</i></b>, week ended July 16 (240,000 expected, 244,000 during prior week), <b><i>Continuing claims</i></b>, week ended July 9 (1.345 million expected, 1.331 during prior week), <b><i>Leading Index</i></b>, June (-0.5% expected, -0.4% in during prior month)</p><p><b>Friday: </b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, July preliminary (51.8 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Global Services PMI</i></b>, July preliminary (52.4 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Composite PMI,</i></b> July preliminary (52.3 during prior month)</p><p>—</p><h2>Earnings calendar</h2><p><img src=\"https://community-static.tradeup.com/news/8c9e131abc6828c39999a90853cc1ce4\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Monday:</b></p><p>Before market open: <b>Bank of America</b> (BAC), <b>Goldman Sachs</b> (GS), <b>Charles Schwab</b> (SCHW), <b><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></b> (SYF), <b>Prologis</b> (PLD)</p><p>After market close: <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM)</p><p><b>Tuesday:</b></p><p>Before market open: <b>Johnson &amp; Johnson</b> (JNJ), <b>Truist Financial</b> (TFC), <b>Interactive Brokers</b> (IBKR), <b>J.B. Hunt Transport</b> (JBHT), <b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a></b> (CALM), <b><a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></b> (ALLY), <b>Lockheed Martin</b> (LMT), <b>Hasbro</b> (HAS), <b>Halliburton</b> (HAL)</p><p>After market close: <b>Netflix</b> (NFLX)</p><p><b>Wednesday:</b></p><p>Before market open: <b>Biogen</b> (BIIB), <b>Baker Hughes</b> (BKR), <b>Comerica</b> (CMA), <b>Nasdaq</b> (NDAQ), <b>Abbott Laboratories</b> (ABT), <b>Northern Trust</b> (NTRS)</p><p>After market close: <b>Tesla</b> (TSLA), <b>United Airlines</b> (UAL), <b>Knight-Swift Transportation</b> (KNX), <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> (STLD), <b>Discover Financial</b> (DFS), <b>Equifax</b> (EFX), <b><a href=\"https://laohu8.com/S/ELV\">Elevance Health</a></b> (ELV), <b>Alcoa</b> (AA), <b>FNB</b> (FNB)</p><p><b>Thursday:</b></p><p>Before market open: <b>AT&amp;T</b> (T), <b>Travelers </b>(TRV),<b> D.R. Horton</b> (DHI), <b>Blackstone</b> (BX), <b>Union Pacific </b>(UNP), <b>American Airlines </b>(AAL), <b>Dow</b> (DOW), <b>Nokia</b> (NOK), <b>Danaher</b> (DHR), <b><a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a> </b>(FITB), <b>Tractor Supply</b> (TSCO), <b>Marsh McLennan</b> (MMC), <b>Interpublic</b> (IPG)</p><p>After market close: <b>Snap</b> (SNAP), <b>Mattel</b> (MAT), <b>PPG Industries</b> (PPG),<b> Domino’s </b>(DPZ), <b>Tenet Healthcare</b> (THC), <b>Boston Beer </b>(SAM),</p><p><b>Friday:</b></p><p>Before market open: <b>Twitter</b> (TWTR), <b>American Express</b> (AXP), <b>Verizon Communications </b>(VZ), <b>HCA Healthcare</b> (HCA), <b>Schlumberger</b> (SLB), <b>Regions Financial</b> (RF), <b>Cleveland-Cliffs</b> (CLF)</p><p>After market close: <i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know 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; 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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\">\nEarnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252759644","content_text":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSetThe estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June's shock inflation report. All three major benchmarks finished lower for the week.On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.Tesla earnings will also be in focus after the close on Wednesday.Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a \"super bad feeling\" about the economy and said the company is set to trim about 10% of jobs and \"pause all hiring worldwide\" as fears of a recession grow.Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson & Johnson (JNJ), United Airlines (UAL), AT&T (T), and Snap (SNAP).Economic worries continueLast week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”If the Federal Reserve places too much emphasis on June's CPI reading, the Federal Reserve \"risks creating a sense of panic,\" Andy Sparks, head of portfolio management research at MSCI said in a note.\"It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.\"Economists at Bank of America said last week they now expect a \"mild recession\" this year. The firm's equity strategists also updated their S&P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.The benchmark was down roughly 19.5% as of Friday's close.On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.—Economic calendarMonday: NAHB Housing Market Index, July (66 expected, 67 during prior month), Net Long-Term TIC Outflows, May ($87.7 billion during prior month), Total Net TIC Outflows, May (1.3 billion during prior month)Tuesday: Housing starts, June (1.590 million expected, 1.549 million during prior month), Building permits, June (1.673 million expected, 1.695 million during prior month), Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month), Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)Wednesday: MBA Mortgage Applications, week ended July 15 (-1.7% during prior week), Existing Home Sales, June (5.40 million expected, 5.41 million during prior month), Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)Thursday: Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month), Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week), Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week), Leading Index, June (-0.5% expected, -0.4% in during prior month)Friday: S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month), S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month), S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)—Earnings calendarMonday:Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)After market close: IBM (IBM)Tuesday:Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)After market close: Netflix (NFLX)Wednesday:Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)Thursday:Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),Friday:Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072312461,"gmtCreate":1657952788053,"gmtModify":1676536087906,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072312461","repostId":"2251346959","repostType":4,"repost":{"id":"2251346959","pubTimestamp":1657933739,"share":"https://ttm.financial/m/news/2251346959?lang=&edition=fundamental","pubTime":"2022-07-16 09:08","market":"us","language":"en","title":"Cathie Wood's Growth Stocks Are Primed to Go Parabolic","url":"https://stock-news.laohu8.com/highlight/detail?id=2251346959","media":"InvestorPlace","summary":"Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which t","content":"<html><head></head><body><ul><li>Cathie Wood&#39;s stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.</li><li>The number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20% this week -- a bullish breadth crossover signal that always leads to big rallies.</li><li>Millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.</li></ul><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/da0107f08becd27b6eec83b150135b14\" tg-width=\"1600\" tg-height=\"900\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Source: rhendrikdwenz via Shutterstock</p><p>Those high-flying growth stocks popularized during the pandemic — like <b>Shopify</b> (<b><u>SHOP</u></b>), <b>Roku</b> (<b><u>ROKU</u></b>), <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> (<b><u>SQ</u></b>), <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a></b> (<b><u>ZM</u></b>) — are crumbling under the 2022 selloff. Joke’s on me, huh? Well, <b><u>technical indicators now suggest those same growth stocks will soar once again!</u></b></p><p>Look no further than Cathie Wood’s <b>ARK Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a></b> (<b><u>ARKK</u></b>) — a collection of the market’s momentous growthy stocks. It’s surging of late. ARKK is up about 17% over the past month. Compare that to the <b>S&amp;P 500’s</b> paltry 1.5%.</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/67bd2065680556fa8da3a015596ab459\" tg-width=\"1430\" tg-height=\"923\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>But that’s first-level thinking. Digging deeper, our thinking concludes that Cathie Wood’s stocks are forming a rare technical pattern — a “<b><i>bullish ascending triangle.</i></b>” Here’s the kicker: <b>Bullish ascending triangles typically precede massive breakouts.</b></p><p>Cathie Wood stocks aside, we’re seeing breadth indicators flashing <i>super </i>bullish signals across the tech sector right now.</p><p>Put it all together, and the picture comes into focus. High-flying growth stocks appear to be on the cusp of a massive breakout.</p><p>The last time these stocks broke out in 2020, millionaires were minted as their stocks went parabolic. We’re looking at a potential repeat in 2022-2023.</p><p>It’s time to back up the truck and<b> </b><b><u>load up on growth stocks</u></b><b>.</b></p><h2>Bullish Ascending Triangle</h2><p>Speaking of parabolic, let’s go back to 2020. (I know, it seems like decades ago because of “pandemic time.”) At that time, the growth of Cathie Wood’s stocks could only be properly described as nothing short of parabolic. Then, those same high-flying stocks came crashing down.</p><p>Now, <b>a rare technical pattern indicates that growth is about to go parabolic once more.</b></p><p>Since early June, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> has formed what’s known by traders as a bullish ascending triangle pattern.</p><p>The ETF has formed a flat resistance line around $45. Its support line is rising — from $35 to $40 to, as of press time, $43. On the chart, this trading action forms an <b>ascending triangle</b>.</p><p>When this ascending triangle converges — or when the flat resistance line converges on the rising support line — the underlying asset typically sees a massive breakout.</p><p>Right now, the ARK Innovation ETF’s flat resistance line is at $45, and its rising support line is at $43. <b><i>A convergence is basically here.</i></b></p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/df75cc16e19cfb42b63b9eec9cbd04e5\" tg-width=\"624\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>What comes next? <b><u>Technical analysis says a massive breakout in growth stocks</u></b>.</p><p>We agree — but for reasons beyond just this bullish technical pattern.</p><h2>Bullish Breadth Indicators</h2><p>Per our analysis, Cathie Wood stocks won’t be the only ones that partake in this coming surprise breakout rally.</p><p><b>The whole tech sector should catch a ride, too. </b></p><p>Like Cathie’s investments, tech stocks have recently outperformed the broader market. As a result of this rally, a historically foolproof bullish breadth indicator has been triggered for tech stocks.</p><p>Indeed, this week, the number of <b>Nasdaq 100 </b>stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies.</p><p>When I say always, I mean <i>always</i>.</p><p>Since 2008, this signal has led to positive tech stock returns over the following 60 days <b>100% of the time</b>. The average return in that stretch? 15%.</p><p><img src=\"https://static.tigerbbs.com/d89746888da2d9510b64a9f031eaecd5\" tg-width=\"1\" tg-height=\"1\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/bd39f52b3f9e0cb4bcd9b28e6a5df478\" tg-width=\"624\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In other words, one of history’s most reliable bullish breadth indicators likely triggered tech stocks toward a massive short-term breakout.</p><p>Couple that with the ascending bullish triangle forming in the ARK Innovation ETF. The data implies that <b><u>you should buy growth stocks right now to score big gains over the next 3 months</u></b>.</p><h2>The Final Word on a Breakout in Growth Stocks</h2><p>I don’t like repeating myself, but some statements bear repeating. To that end, <b>stocks have been crushed in 2022</b>. You know it. I know it. Our portfolios definitely know it. Consequently, investors are running from the markets to hide from the collateral damage. But don’t despair! I’ve just laid out a mountain of (growing) evidence suggesting that, not only is the worst of the selloff over, but a massive market rebound is also on the horizon.</p><p>Here’s the thing:<b> That rebound will only be concentrated in high-growth stocks.</b></p><p>Those millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.</p><p>One such stock is a tiny $3 technology stock. It may be <b><u>the most compelling 12-month investment in the market today</u></b>.</p><p>See; the world’s largest company — <b>Apple </b>(<b><u>AAPL</u></b>) — will reportedly announce a brand-new product over the next 12 months.</p><p>It’s not another iPhone, Apple Watch, or iPad. It’s an innovative new product that could be bigger than all those products combined.</p><p>And per my analysis, the $3 stock I’m talking about is positioned to secure a partnership with Apple. If that happens, it will supply a critical piece of technology to make this new product hum.</p><p>Quick market tip: Apple supplier stocks don’t trade for $3. Just look at <b>Skyworks</b> (<b><u>SWKS</u></b>) stock. That’s a major iPhone parts supplier. It’s trading for $100. Long ago, though, it also traded for $3.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Growth Stocks Are Primed to Go Parabolic</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood's Growth Stocks Are Primed to Go Parabolic\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-16 09:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.The number of Nasdaq 100 stocks trading above their 200-day ...</p>\n\n<a href=\"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKX":"ARK Space Exploration & Innovation ETF","ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://investorplace.com/hypergrowthinvesting/2022/07/growth-stocks-look-ready-to-go-parabolic/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251346959","content_text":"Cathie Wood's stocks are forming a rare technical pattern -- a bullish ascending triangle -- which typically precede massive breakouts.The number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20% this week -- a bullish breadth crossover signal that always leads to big rallies.Millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.Source: rhendrikdwenz via ShutterstockThose high-flying growth stocks popularized during the pandemic — like Shopify (SHOP), Roku (ROKU), Block (SQ), Zoom (ZM) — are crumbling under the 2022 selloff. Joke’s on me, huh? Well, technical indicators now suggest those same growth stocks will soar once again!Look no further than Cathie Wood’s ARK Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ARKK) — a collection of the market’s momentous growthy stocks. It’s surging of late. ARKK is up about 17% over the past month. Compare that to the S&P 500’s paltry 1.5%.But that’s first-level thinking. Digging deeper, our thinking concludes that Cathie Wood’s stocks are forming a rare technical pattern — a “bullish ascending triangle.” Here’s the kicker: Bullish ascending triangles typically precede massive breakouts.Cathie Wood stocks aside, we’re seeing breadth indicators flashing super bullish signals across the tech sector right now.Put it all together, and the picture comes into focus. High-flying growth stocks appear to be on the cusp of a massive breakout.The last time these stocks broke out in 2020, millionaires were minted as their stocks went parabolic. We’re looking at a potential repeat in 2022-2023.It’s time to back up the truck and load up on growth stocks.Bullish Ascending TriangleSpeaking of parabolic, let’s go back to 2020. (I know, it seems like decades ago because of “pandemic time.”) At that time, the growth of Cathie Wood’s stocks could only be properly described as nothing short of parabolic. Then, those same high-flying stocks came crashing down.Now, a rare technical pattern indicates that growth is about to go parabolic once more.Since early June, the ARK Innovation ETF has formed what’s known by traders as a bullish ascending triangle pattern.The ETF has formed a flat resistance line around $45. Its support line is rising — from $35 to $40 to, as of press time, $43. On the chart, this trading action forms an ascending triangle.When this ascending triangle converges — or when the flat resistance line converges on the rising support line — the underlying asset typically sees a massive breakout.Right now, the ARK Innovation ETF’s flat resistance line is at $45, and its rising support line is at $43. A convergence is basically here.What comes next? Technical analysis says a massive breakout in growth stocks.We agree — but for reasons beyond just this bullish technical pattern.Bullish Breadth IndicatorsPer our analysis, Cathie Wood stocks won’t be the only ones that partake in this coming surprise breakout rally.The whole tech sector should catch a ride, too. Like Cathie’s investments, tech stocks have recently outperformed the broader market. As a result of this rally, a historically foolproof bullish breadth indicator has been triggered for tech stocks.Indeed, this week, the number of Nasdaq 100 stocks trading above their 200-day moving average crossed from below to above 20%. That’s a bullish breadth crossover signal that always leads to big rallies.When I say always, I mean always.Since 2008, this signal has led to positive tech stock returns over the following 60 days 100% of the time. The average return in that stretch? 15%.In other words, one of history’s most reliable bullish breadth indicators likely triggered tech stocks toward a massive short-term breakout.Couple that with the ascending bullish triangle forming in the ARK Innovation ETF. The data implies that you should buy growth stocks right now to score big gains over the next 3 months.The Final Word on a Breakout in Growth StocksI don’t like repeating myself, but some statements bear repeating. To that end, stocks have been crushed in 2022. You know it. I know it. Our portfolios definitely know it. Consequently, investors are running from the markets to hide from the collateral damage. But don’t despair! I’ve just laid out a mountain of (growing) evidence suggesting that, not only is the worst of the selloff over, but a massive market rebound is also on the horizon.Here’s the thing: That rebound will only be concentrated in high-growth stocks.Those millionaire-minting stocks from 2020 could see a repeat performance in the second half of 2022.One such stock is a tiny $3 technology stock. It may be the most compelling 12-month investment in the market today.See; the world’s largest company — Apple (AAPL) — will reportedly announce a brand-new product over the next 12 months.It’s not another iPhone, Apple Watch, or iPad. It’s an innovative new product that could be bigger than all those products combined.And per my analysis, the $3 stock I’m talking about is positioned to secure a partnership with Apple. If that happens, it will supply a critical piece of technology to make this new product hum.Quick market tip: Apple supplier stocks don’t trade for $3. Just look at Skyworks (SWKS) stock. That’s a major iPhone parts supplier. It’s trading for $100. Long ago, though, it also traded for $3.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076274587,"gmtCreate":1657858709549,"gmtModify":1676536074106,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076274587","repostId":"2251138110","repostType":4,"repost":{"id":"2251138110","pubTimestamp":1657855692,"share":"https://ttm.financial/m/news/2251138110?lang=&edition=fundamental","pubTime":"2022-07-15 11:28","market":"us","language":"en","title":"Better Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?","url":"https://stock-news.laohu8.com/highlight/detail?id=2251138110","media":"Motley Fool","summary":"Among Amazon, Alphabet, Tesla, and Shopify is one company that can confidently be bought hand over fist right now.","content":"<html><head></head><body><p>Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia&#39;s invasion of Ukraine. Yet amid this market volatility, the investing community has become fixated on companies announcing and enacting stock splits.</p><p>A stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market cap or operating performance. A forward stock split can be particularly helpful to retail investors who don&#39;t have access to fractional-share investing. The execution of a split can lower the nominal-dollar cost to purchase a single share of stock.</p><p>In general, stock splits are viewed as a positive event within the investing community. Think of it this way: A company&#39;s share price wouldn&#39;t be high enough to command a split if the company in question weren&#39;t executing well and out-innovating its competition.</p><p>Since February, e-commerce kingpin <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, internet search giant Alphabet (GOOGL) (GOOG), electric-vehicle (EV) manufacturer <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, and cloud-based e-commerce platform <a href=\"https://laohu8.com/S/SHOP\">Shopify </a> have all announced stock splits. The prevailing question is, which of these stock-split stocks makes for the better buy right now?</p><h2>Should you load up on Amazon?</h2><p>First up is Amazon, which announced a 20-for-1 stock split in March and executed that split on June 6, 2022.</p><p>If there&#39;s a knock against Amazon, it&#39;s the growing likelihood of a recession in the United States. The bulk of Amazon&#39;s revenue comes from its online marketplace. If retail sales were to shift into reverse, Amazon&#39;s lofty price-to-cash-flow ratio would stick out like a sore thumb in a declining market.</p><p>There&#39;s plenty to like here, whether we&#39;re focused on Amazon&#39;s leading retail segment or its ancillary operations. For instance, a March 2022 report from eMarketer estimates that Amazon will account for nearly 40% of all online U.S. spending this year. Even as a low-margin operating segment, this online retail dominance has helped Amazon sign up more than 200 million Prime subscribers worldwide. The fees Amazon collects from its Prime members help to fuel investments in its logistics network and allows the company to undercut brick-and-mortar retailers on price.</p><p>Even more exciting than its leading online marketplace is Amazon Web Services (AWS). According to data from Canalys, AWS accounted for a third of global cloud infrastructure spending during the first quarter. With cloud service growth still in its early innings, AWS looks to be Amazon&#39;s golden ticket going forward.</p><h2>Could your search end with Alphabet?</h2><p>The next stock up is Alphabet, the parent company of internet search-engine Google and streaming-platform YouTube. Alphabet announced plans to conduct a 20-for-1 split back in February and will make good on those plans as of tomorrow, July 15, which is when its stock split will officially take effect.</p><p>Like Amazon, the biggest worry with Alphabet is that a near-term recession could derail its core business. Since a majority of Alphabet&#39;s revenue is derived from advertising, and ad revenue is one of the first things to be hit during a recession, there remains a very real concern that a weakening U.S. and/or global economy could send shares of this megacap stock lower (stock split or not).</p><p>But also like Amazon, Alphabet brings its fair share of competitive advantages to the table. For example, data from GlobalStats shows that Google has controlled no less 91% of worldwide internet search share over the trailing-24-month period. Having a practical monopoly on internet search makes it easy for Google parent Alphabet to command top dollar for ad placement.</p><p>But this is a company that&#39;s about far more than just internet search these days. YouTube has become the second-most-visited social site on the planet, while Google Cloud has grown into the world&#39;s No. 3 cloud infrastructure service provider. There&#39;s a good chance Google Cloud could become Alphabet&#39;s leading operating cash flow driver by the midpoint of the decade.</p><h2>Should you stomp the accelerator with Tesla?</h2><p>EV-maker Tesla is the third company aiming to take advantage of stock-split euphoria. Having already split its shares 5-for-1 in August 2020, Tesla is seeking shareholder authorization to split its shares 3-for-1 at its upcoming annual meeting on Aug. 4, 2022.</p><p>If there&#39;s a red flag with Tesla, it may well be the company&#39;s innovative CEO, Elon Musk. Although Musk is a visionary, he&#39;s proved to be a liability for the company on more than one occasion. He&#39;s frequently overpromised and underdelivered new technology, and more recently, he&#39;s been occupied by the idea of acquiring (or not acquiring) social media site <b>Twitter</b>. Without Musk fully involved in Tesla&#39;s operations, it&#39;s not difficult to see competitors catching up from a production and performance standpoint.</p><p>Then again, Tesla did something no other automaker has done in over five decades: build itself from the ground up to mass production. Tesla looks like it&#39;s well on its way to surpassing 1 million vehicles produced this year, even with semiconductor-chip shortages and supply chains remaining challenged by the COVID-19 pandemic.</p><p>Tesla&#39;s competitive advantages could be difficult to topple, as well, thanks to ongoing innovation. Few EV manufacturers have, thus far, come close to competing with Tesla with regard to battery power, range, or capacity.</p><h2>Is Shopify worth adding to your cart?</h2><p>The fourth ultra-popular stock-split stock is cloud-based e-commerce platform Shopify. The company announced plans to conduct a 10-for-1 stock split in April and began trading at its post-split price on June 29, 2022.</p><p>Not to sound like a broken record, but the biggest concern for Shopify is similar to that of Amazon and Alphabet -- the growing threat of a recession. Shopify is counting on small-business growth to drive subscription demand and payment volume on its platform significantly higher. If economic activity falters, it would expose Shopify&#39;s lofty valuation multiples.</p><p>The good news for Shopify is that it has an exceptionally long runway to grow its operations. According to a company presentation in 2021, Shopify is sitting on a $153 billion addressable market solely from small businesses. This doesn&#39;t even factor in the company&#39;s numerous wins with bigger businesses in recent quarters.</p><p>Reinvesting in Shopify&#39;s ecosystem can pay sizable dividends, as well. Last year, Shopify launched its own buy now, pay later (BNPL) service, known as Shop Pay. A BNPL service offers its merchants more financial flexibility, and it&#39;s allowed Shopify to gobble up a sizable percentage of U.S. BNPL market share.</p><h2>And the better stock-split stock to buy right now is...</h2><p>Now that you&#39;ve had a closer look at four highly popular stock-split stocks, we can return to the question at hand. Among Amazon, Alphabet, Tesla, and Shopify, which stock-split stock is the better buy right now?</p><p>In my view, two of these four names can be eliminated right off the bat. First, we can get rid of Tesla due to the diversion created by Elon Musk, as well as the company&#39;s lofty premium to earnings. Most automakers tend to trade at a single-digit price-to-earnings ratio. With traditional automakers spending billions on EV and autonomous research, it seems unlikely Tesla will hang onto its competitive advantages for much longer.</p><p>I believe we can eliminate Shopify, as well. While I believe Shopify has a bright future over the very long term, retail-oriented businesses could struggle mightily until the nation&#39;s central bank has completed its rate-hiking cycle. It&#39;s also not entirely clear how BNPL services will fare during a period of economic weakness. Even with Shopify more than 80% below its all-time high, it&#39;s still quite pricey at close to 135 times Wall Street&#39;s forecast earnings for 2023.</p><p>This effectively brings it down to Amazon versus Alphabet -- and we&#39;ve been here before. While I believe both companies should be expected to outperform the broader market over the long run, it&#39;s Alphabet that stands out as the smarter stock-split stock to buy.</p><p>Even if Alphabet&#39;s advertising business takes a hit in the near term, the company&#39;s historically inexpensive valuation (just 17 times Wall Street&#39;s forward-year consensus earnings) provides a healthy downside buffer that these other stock-split stocks don&#39;t offer. In fact, Alphabet becomes even cheaper if you back out its $134 billion in cash, cash equivalents, and marketable securities.</p><p>If you&#39;re looking for safety and upside among stock-split stocks, Alphabet is where you&#39;ll find it.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Stock-Split Stock to Buy Right Now: Amazon, Alphabet, Tesla, or Shopify?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-15 11:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia's invasion of Ukraine. Yet amid this market volatility, the investing ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","GOOGL":"谷歌A","GOOG":"谷歌","TSLA":"特斯拉","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/07/14/better-stock-split-amazon-alphabet-tesla-shopify/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251138110","content_text":"Wall Street and investors have been hit with a flurry of news events in 2022, including historically high inflation and Russia's invasion of Ukraine. Yet amid this market volatility, the investing community has become fixated on companies announcing and enacting stock splits.A stock split is a way for a publicly traded company to alter its share price and outstanding share count without affecting its market cap or operating performance. A forward stock split can be particularly helpful to retail investors who don't have access to fractional-share investing. The execution of a split can lower the nominal-dollar cost to purchase a single share of stock.In general, stock splits are viewed as a positive event within the investing community. Think of it this way: A company's share price wouldn't be high enough to command a split if the company in question weren't executing well and out-innovating its competition.Since February, e-commerce kingpin Amazon, internet search giant Alphabet (GOOGL) (GOOG), electric-vehicle (EV) manufacturer Tesla, and cloud-based e-commerce platform Shopify  have all announced stock splits. The prevailing question is, which of these stock-split stocks makes for the better buy right now?Should you load up on Amazon?First up is Amazon, which announced a 20-for-1 stock split in March and executed that split on June 6, 2022.If there's a knock against Amazon, it's the growing likelihood of a recession in the United States. The bulk of Amazon's revenue comes from its online marketplace. If retail sales were to shift into reverse, Amazon's lofty price-to-cash-flow ratio would stick out like a sore thumb in a declining market.There's plenty to like here, whether we're focused on Amazon's leading retail segment or its ancillary operations. For instance, a March 2022 report from eMarketer estimates that Amazon will account for nearly 40% of all online U.S. spending this year. Even as a low-margin operating segment, this online retail dominance has helped Amazon sign up more than 200 million Prime subscribers worldwide. The fees Amazon collects from its Prime members help to fuel investments in its logistics network and allows the company to undercut brick-and-mortar retailers on price.Even more exciting than its leading online marketplace is Amazon Web Services (AWS). According to data from Canalys, AWS accounted for a third of global cloud infrastructure spending during the first quarter. With cloud service growth still in its early innings, AWS looks to be Amazon's golden ticket going forward.Could your search end with Alphabet?The next stock up is Alphabet, the parent company of internet search-engine Google and streaming-platform YouTube. Alphabet announced plans to conduct a 20-for-1 split back in February and will make good on those plans as of tomorrow, July 15, which is when its stock split will officially take effect.Like Amazon, the biggest worry with Alphabet is that a near-term recession could derail its core business. Since a majority of Alphabet's revenue is derived from advertising, and ad revenue is one of the first things to be hit during a recession, there remains a very real concern that a weakening U.S. and/or global economy could send shares of this megacap stock lower (stock split or not).But also like Amazon, Alphabet brings its fair share of competitive advantages to the table. For example, data from GlobalStats shows that Google has controlled no less 91% of worldwide internet search share over the trailing-24-month period. Having a practical monopoly on internet search makes it easy for Google parent Alphabet to command top dollar for ad placement.But this is a company that's about far more than just internet search these days. YouTube has become the second-most-visited social site on the planet, while Google Cloud has grown into the world's No. 3 cloud infrastructure service provider. There's a good chance Google Cloud could become Alphabet's leading operating cash flow driver by the midpoint of the decade.Should you stomp the accelerator with Tesla?EV-maker Tesla is the third company aiming to take advantage of stock-split euphoria. Having already split its shares 5-for-1 in August 2020, Tesla is seeking shareholder authorization to split its shares 3-for-1 at its upcoming annual meeting on Aug. 4, 2022.If there's a red flag with Tesla, it may well be the company's innovative CEO, Elon Musk. Although Musk is a visionary, he's proved to be a liability for the company on more than one occasion. He's frequently overpromised and underdelivered new technology, and more recently, he's been occupied by the idea of acquiring (or not acquiring) social media site Twitter. Without Musk fully involved in Tesla's operations, it's not difficult to see competitors catching up from a production and performance standpoint.Then again, Tesla did something no other automaker has done in over five decades: build itself from the ground up to mass production. Tesla looks like it's well on its way to surpassing 1 million vehicles produced this year, even with semiconductor-chip shortages and supply chains remaining challenged by the COVID-19 pandemic.Tesla's competitive advantages could be difficult to topple, as well, thanks to ongoing innovation. Few EV manufacturers have, thus far, come close to competing with Tesla with regard to battery power, range, or capacity.Is Shopify worth adding to your cart?The fourth ultra-popular stock-split stock is cloud-based e-commerce platform Shopify. The company announced plans to conduct a 10-for-1 stock split in April and began trading at its post-split price on June 29, 2022.Not to sound like a broken record, but the biggest concern for Shopify is similar to that of Amazon and Alphabet -- the growing threat of a recession. Shopify is counting on small-business growth to drive subscription demand and payment volume on its platform significantly higher. If economic activity falters, it would expose Shopify's lofty valuation multiples.The good news for Shopify is that it has an exceptionally long runway to grow its operations. According to a company presentation in 2021, Shopify is sitting on a $153 billion addressable market solely from small businesses. This doesn't even factor in the company's numerous wins with bigger businesses in recent quarters.Reinvesting in Shopify's ecosystem can pay sizable dividends, as well. Last year, Shopify launched its own buy now, pay later (BNPL) service, known as Shop Pay. A BNPL service offers its merchants more financial flexibility, and it's allowed Shopify to gobble up a sizable percentage of U.S. BNPL market share.And the better stock-split stock to buy right now is...Now that you've had a closer look at four highly popular stock-split stocks, we can return to the question at hand. Among Amazon, Alphabet, Tesla, and Shopify, which stock-split stock is the better buy right now?In my view, two of these four names can be eliminated right off the bat. First, we can get rid of Tesla due to the diversion created by Elon Musk, as well as the company's lofty premium to earnings. Most automakers tend to trade at a single-digit price-to-earnings ratio. With traditional automakers spending billions on EV and autonomous research, it seems unlikely Tesla will hang onto its competitive advantages for much longer.I believe we can eliminate Shopify, as well. While I believe Shopify has a bright future over the very long term, retail-oriented businesses could struggle mightily until the nation's central bank has completed its rate-hiking cycle. It's also not entirely clear how BNPL services will fare during a period of economic weakness. Even with Shopify more than 80% below its all-time high, it's still quite pricey at close to 135 times Wall Street's forecast earnings for 2023.This effectively brings it down to Amazon versus Alphabet -- and we've been here before. While I believe both companies should be expected to outperform the broader market over the long run, it's Alphabet that stands out as the smarter stock-split stock to buy.Even if Alphabet's advertising business takes a hit in the near term, the company's historically inexpensive valuation (just 17 times Wall Street's forward-year consensus earnings) provides a healthy downside buffer that these other stock-split stocks don't offer. In fact, Alphabet becomes even cheaper if you back out its $134 billion in cash, cash equivalents, and marketable securities.If you're looking for safety and upside among stock-split stocks, Alphabet is where you'll find it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078959677,"gmtCreate":1657622469199,"gmtModify":1676536035490,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Tongue]&nbsp;[Smile]&nbsp;","listText":"[Tongue]&nbsp;[Smile]&nbsp;","text":"[Tongue] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078959677","repostId":"1187086464","repostType":4,"repost":{"id":"1187086464","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":1657617734,"share":"https://ttm.financial/m/news/1187086464?lang=&edition=fundamental","pubTime":"2022-07-12 17:22","market":"other","language":"en","title":"The Ratio of Euro and USD Came to 1:1 for the First Time in Two Decades","url":"https://stock-news.laohu8.com/highlight/detail?id=1187086464","media":"Tiger Newspress","summary":"Things are likely to be more affordable for American tourists visiting Europe this summer, with the ","content":"<html><head></head><body><p>Things are likely to be more affordable for American tourists visiting Europe this summer, with the exchange rate between the euro and the dollar now about equal. It&#39;s the first time since 2002 (in the early years of the euro&#39;s existence) that the ratio came to 1:1. Many analysts now forecast the euro to hit parity today or in the coming sessions, which may make for some cheap vacations, but could come at a cost of global economic stability.</p><p><i>What&#39;s happening?</i> Looking to tame inflation, the Fed is on track to continue hiking interest rates by 75 bps per meeting, in comparison to the ECB, which is still hesitant to get too aggressive. Recession fears are more pronounced than they are in the U.S., especially given the grim energy outlook and the shutting of the Nord Stream 1 pipeline for annual maintenance. Similar to the situation in Europe, ultra-dovish policies in Japan are keeping the yen under pressure, leading to a strong wave of constant dollar buying in the forex markets. The yen and the euro are by far the most traded currencies against the dollar, so when both are weak, it makes it harder for anything else to rival the greenback.</p><p>&#34;I really wouldn&#39;t say [the euro at] 0.95 [against the dollar] would be unreasonable,&#34; noted George Saravelos, global head of FX research for Deutsche Bank. &#34;Even if this gas returns in terms of full flow after the maintenance period, the [risk] premium is unlikely to go away.&#34; European policymakers have also historically welcomed a weaker currency to stimulate growth by making exports more competitive, but it can exacerbate the inflation issue as it drives up price gains by making imports more expensive.</p><p><b>Outlook:</b> The Bank of Japan wants to ride things out by sticking to its yield curve control policies, hoping that the current levels of inflation aren&#39;t sustainable due to hiccups in the post-COVID recovery. Over in Europe, the ECB is now entertaining the thought of raising rates, but is fearful about what that would mean for peripheral yields in member states like Italy. Meanwhile, Friday&#39;s strong jobs report in the U.S indicates that the Fed won&#39;t be scared about getting too aggressive, keeping pressure on the euro and yen and sending many investors towards the safe-haven dollar.</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 Ratio of Euro and USD Came to 1:1 for the First Time in Two Decades</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 Ratio of Euro and USD Came to 1:1 for the First Time in Two Decades\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-12 17:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Things are likely to be more affordable for American tourists visiting Europe this summer, with the exchange rate between the euro and the dollar now about equal. It&#39;s the first time since 2002 (in the early years of the euro&#39;s existence) that the ratio came to 1:1. Many analysts now forecast the euro to hit parity today or in the coming sessions, which may make for some cheap vacations, but could come at a cost of global economic stability.</p><p><i>What&#39;s happening?</i> Looking to tame inflation, the Fed is on track to continue hiking interest rates by 75 bps per meeting, in comparison to the ECB, which is still hesitant to get too aggressive. Recession fears are more pronounced than they are in the U.S., especially given the grim energy outlook and the shutting of the Nord Stream 1 pipeline for annual maintenance. Similar to the situation in Europe, ultra-dovish policies in Japan are keeping the yen under pressure, leading to a strong wave of constant dollar buying in the forex markets. The yen and the euro are by far the most traded currencies against the dollar, so when both are weak, it makes it harder for anything else to rival the greenback.</p><p>&#34;I really wouldn&#39;t say [the euro at] 0.95 [against the dollar] would be unreasonable,&#34; noted George Saravelos, global head of FX research for Deutsche Bank. &#34;Even if this gas returns in terms of full flow after the maintenance period, the [risk] premium is unlikely to go away.&#34; European policymakers have also historically welcomed a weaker currency to stimulate growth by making exports more competitive, but it can exacerbate the inflation issue as it drives up price gains by making imports more expensive.</p><p><b>Outlook:</b> The Bank of Japan wants to ride things out by sticking to its yield curve control policies, hoping that the current levels of inflation aren&#39;t sustainable due to hiccups in the post-COVID recovery. Over in Europe, the ECB is now entertaining the thought of raising rates, but is fearful about what that would mean for peripheral yields in member states like Italy. Meanwhile, Friday&#39;s strong jobs report in the U.S indicates that the Fed won&#39;t be scared about getting too aggressive, keeping pressure on the euro and yen and sending many investors towards the safe-haven dollar.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ICE":"洲际交易所","UUP":"美元ETF-PowerShares DB","USDU":"WisdomTree Bloomberg U.S. Dollar Bullish Fund"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187086464","content_text":"Things are likely to be more affordable for American tourists visiting Europe this summer, with the exchange rate between the euro and the dollar now about equal. It's the first time since 2002 (in the early years of the euro's existence) that the ratio came to 1:1. Many analysts now forecast the euro to hit parity today or in the coming sessions, which may make for some cheap vacations, but could come at a cost of global economic stability.What's happening? Looking to tame inflation, the Fed is on track to continue hiking interest rates by 75 bps per meeting, in comparison to the ECB, which is still hesitant to get too aggressive. Recession fears are more pronounced than they are in the U.S., especially given the grim energy outlook and the shutting of the Nord Stream 1 pipeline for annual maintenance. Similar to the situation in Europe, ultra-dovish policies in Japan are keeping the yen under pressure, leading to a strong wave of constant dollar buying in the forex markets. The yen and the euro are by far the most traded currencies against the dollar, so when both are weak, it makes it harder for anything else to rival the greenback.\"I really wouldn't say [the euro at] 0.95 [against the dollar] would be unreasonable,\" noted George Saravelos, global head of FX research for Deutsche Bank. \"Even if this gas returns in terms of full flow after the maintenance period, the [risk] premium is unlikely to go away.\" European policymakers have also historically welcomed a weaker currency to stimulate growth by making exports more competitive, but it can exacerbate the inflation issue as it drives up price gains by making imports more expensive.Outlook: The Bank of Japan wants to ride things out by sticking to its yield curve control policies, hoping that the current levels of inflation aren't sustainable due to hiccups in the post-COVID recovery. Over in Europe, the ECB is now entertaining the thought of raising rates, but is fearful about what that would mean for peripheral yields in member states like Italy. Meanwhile, Friday's strong jobs report in the U.S indicates that the Fed won't be scared about getting too aggressive, keeping pressure on the euro and yen and sending many investors towards the safe-haven dollar.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071908041,"gmtCreate":1657442594583,"gmtModify":1676536008587,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071908041","repostId":"2250364811","repostType":4,"repost":{"id":"2250364811","pubTimestamp":1657425682,"share":"https://ttm.financial/m/news/2250364811?lang=&edition=fundamental","pubTime":"2022-07-10 12:01","market":"us","language":"en","title":"3 Dividend Stocks That Are Screaming Buys in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2250364811","media":"Motley Fool","summary":"These companies are growing steadily and pay solid dividends.","content":"<html><head></head><body><p>Who doesn&#39;t like to get paid to own something while doing nothing? That&#39;s precisely the allure of dividend stocks. Although it&#39;s usually mature companies that pay dividends because management feels the company has the capacity to generate returns for shareholders by paying them straight cash rather than reinvesting in the business.</p><p>The best dividend stocks balance this reinvestment and shareholder payout, likely resulting in a lower dividend yield. However, these are some of the best stocks to invest in for the long haul, and I think there are three stocks investors should be taking a closer look at during July.</p><h2>1. Microsoft</h2><p><b>Microsoft</b> is the second-largest company by market cap in the U.S. market but has growth many others would be jealous of. Sporting just under a 1% dividend yield, Microsoft is familiar to many with its business product suite and personal computing products like Xbox and the Surface Book.</p><p>However, investors should be most excited about its Intelligent Cloud, which experienced year-over-year sales growth of 26% to $19.1 billion during Microsoft&#39;s third quarter (ended March 31). Its Azure cloud computing division led the way and experienced 46% year-over-year growth.</p><p>As a whole, Microsoft&#39;s revenue rose 18% over the prior year to $49.4 billion, with earnings per share rising 9%. For the fourth quarter, Microsoft expects revenue of $52.8 billion at the midpoint, indicating 14% growth. Microsoft is likely to announce a dividend increase, as it has maintained its current quarterly payout of $0.62 per share over the last four quarters.</p><p>With the cloud computing market estimated to hit $1.6 trillion by 2030 and Azure owning a 21% market share, Microsoft could be sitting on a $336 billion future revenue stream.</p><p>Microsoft has solid future growth prospects and a decent dividend payout. These factors make Microsoft a solid choice when looking for dividend stocks.</p><h2>2. Accenture</h2><p>With technology becoming more integrated into the world, many businesses are looking to step up their solutions in nearly every area. Yet, most lack the expertise to enact these changes. Enter <b>Accenture</b>. Accenture is a $175-billion consulting firm that employs more than 710,000 people worldwide. It can design, build, and maintain many products and solutions across multiple industries.</p><p>As for a dividend, Accenture pays a respectable $3.88 annually, giving it a 1.4% yield.</p><p>Accenture recently reported its third-quarter (ended May 31) results on June 23, which were everything investors could hope for. Its revenue rose 22% from the year-ago quarter to $16.2 billion, and its earnings per share (EPS) rose 16% to $2.79, despite a 6% impact from suspending business in Russia. Bookings rose 10% to $17 billion, indicating businesses are still willing to reinvest in their technology despite economic headwinds arising.</p><p>Fourth-quarter guidance was also strong, with the company guiding 22% growth at the midpoint.</p><p>However, the most impressive Accenture metric is its return on invested capital (ROIC).</p><p><img src=\"https://static.tigerbbs.com/54ddbe25f925c757808d5047f3f4a9a5\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>ACN Return on Invested Capital data by YCharts.</p><p>This metric conveys how much value a company creates versus what it invests, and Accenture has been masterful at this crucial business technique for a long time.</p><p>Additionally, a high ROIC will allow Accenture to return more capital to shareholders, making the stock a top pick for investors looking for a great dividend payer.</p><h2>3. Texas Instruments</h2><p><b>Texas Instruments</b>, the highest yielding stock on this list, pays its investors a 3.1% yield. It isn&#39;t on the cutting edge of chipmaking. Instead, it focuses on making essential semiconductors utilized in nearly every device that contains electronics.</p><p>That isn&#39;t a criticism of Texas Instrument&#39;s product line, as they are incredibly vital (ever heard of the chip shortage affecting automotive production?). However, Texas Instrument&#39;s growth isn&#39;t going to blow investors away.</p><p><img src=\"https://static.tigerbbs.com/df56c3ee8e253252ad2e6685133b701c\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><p>TXN Revenue (Quarterly YOY Growth) data by YCharts.</p><p>Texas Instruments punched another solid quarter for sales with 14% year-over-year growth during its first quarter. Additionally, its EPS was up 26% from the prior year, giving it more resources to reward investors.</p><p>However, Texas Instruments will be reinvesting its profits to build more semiconductor production facilities in the U.S., with the company recently breaking ground for one of these plants in May 2022. The company estimates these plants, along with its others, will support 7% annual revenue growth from 2030 and beyond.</p><p>Texas Instruments also has an impressively high ROIC of 42%. If its new facilities generate revenue management projects, this critical metric will maintain its high value.</p><p>Texas Instruments pays investors a solid dividend and has plans to maintain its growth in the future. Therefore, investors should keep the company at the top of their list regarding dividend stocks.</p><p>Dividend stocks can provide investors with market-beating returns and consistent and maintained growth. This stock trio checks both boxes and is primed to outperform the market over the next three to five years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dividend Stocks That Are Screaming Buys in July</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 Dividend Stocks That Are Screaming Buys in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-10 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/07/09/3-dividend-stocks-that-are-screaming-buys-in-july/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't like to get paid to own something while doing nothing? That's precisely the allure of dividend stocks. Although it's usually mature companies that pay dividends because management feels ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/07/09/3-dividend-stocks-that-are-screaming-buys-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ACN":"埃森哲","TXN":"德州仪器"},"source_url":"https://www.fool.com/investing/2022/07/09/3-dividend-stocks-that-are-screaming-buys-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2250364811","content_text":"Who doesn't like to get paid to own something while doing nothing? That's precisely the allure of dividend stocks. Although it's usually mature companies that pay dividends because management feels the company has the capacity to generate returns for shareholders by paying them straight cash rather than reinvesting in the business.The best dividend stocks balance this reinvestment and shareholder payout, likely resulting in a lower dividend yield. However, these are some of the best stocks to invest in for the long haul, and I think there are three stocks investors should be taking a closer look at during July.1. MicrosoftMicrosoft is the second-largest company by market cap in the U.S. market but has growth many others would be jealous of. Sporting just under a 1% dividend yield, Microsoft is familiar to many with its business product suite and personal computing products like Xbox and the Surface Book.However, investors should be most excited about its Intelligent Cloud, which experienced year-over-year sales growth of 26% to $19.1 billion during Microsoft's third quarter (ended March 31). Its Azure cloud computing division led the way and experienced 46% year-over-year growth.As a whole, Microsoft's revenue rose 18% over the prior year to $49.4 billion, with earnings per share rising 9%. For the fourth quarter, Microsoft expects revenue of $52.8 billion at the midpoint, indicating 14% growth. Microsoft is likely to announce a dividend increase, as it has maintained its current quarterly payout of $0.62 per share over the last four quarters.With the cloud computing market estimated to hit $1.6 trillion by 2030 and Azure owning a 21% market share, Microsoft could be sitting on a $336 billion future revenue stream.Microsoft has solid future growth prospects and a decent dividend payout. These factors make Microsoft a solid choice when looking for dividend stocks.2. AccentureWith technology becoming more integrated into the world, many businesses are looking to step up their solutions in nearly every area. Yet, most lack the expertise to enact these changes. Enter Accenture. Accenture is a $175-billion consulting firm that employs more than 710,000 people worldwide. It can design, build, and maintain many products and solutions across multiple industries.As for a dividend, Accenture pays a respectable $3.88 annually, giving it a 1.4% yield.Accenture recently reported its third-quarter (ended May 31) results on June 23, which were everything investors could hope for. Its revenue rose 22% from the year-ago quarter to $16.2 billion, and its earnings per share (EPS) rose 16% to $2.79, despite a 6% impact from suspending business in Russia. Bookings rose 10% to $17 billion, indicating businesses are still willing to reinvest in their technology despite economic headwinds arising.Fourth-quarter guidance was also strong, with the company guiding 22% growth at the midpoint.However, the most impressive Accenture metric is its return on invested capital (ROIC).ACN Return on Invested Capital data by YCharts.This metric conveys how much value a company creates versus what it invests, and Accenture has been masterful at this crucial business technique for a long time.Additionally, a high ROIC will allow Accenture to return more capital to shareholders, making the stock a top pick for investors looking for a great dividend payer.3. Texas InstrumentsTexas Instruments, the highest yielding stock on this list, pays its investors a 3.1% yield. It isn't on the cutting edge of chipmaking. Instead, it focuses on making essential semiconductors utilized in nearly every device that contains electronics.That isn't a criticism of Texas Instrument's product line, as they are incredibly vital (ever heard of the chip shortage affecting automotive production?). However, Texas Instrument's growth isn't going to blow investors away.TXN Revenue (Quarterly YOY Growth) data by YCharts.Texas Instruments punched another solid quarter for sales with 14% year-over-year growth during its first quarter. Additionally, its EPS was up 26% from the prior year, giving it more resources to reward investors.However, Texas Instruments will be reinvesting its profits to build more semiconductor production facilities in the U.S., with the company recently breaking ground for one of these plants in May 2022. The company estimates these plants, along with its others, will support 7% annual revenue growth from 2030 and beyond.Texas Instruments also has an impressively high ROIC of 42%. If its new facilities generate revenue management projects, this critical metric will maintain its high value.Texas Instruments pays investors a solid dividend and has plans to maintain its growth in the future. Therefore, investors should keep the company at the top of their list regarding dividend stocks.Dividend stocks can provide investors with market-beating returns and consistent and maintained growth. This stock trio checks both boxes and is primed to outperform the market over the next three to five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9044285095,"gmtCreate":1656770119217,"gmtModify":1676535891412,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044285095","repostId":"2248824336","repostType":4,"repost":{"id":"2248824336","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":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1656762614,"share":"https://ttm.financial/m/news/2248824336?lang=&edition=fundamental","pubTime":"2022-07-02 19:50","market":"us","language":"en","title":"Berkshire Hathaway Buys 9.9 Million More Occidental Shares, Has 17.4% Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=2248824336","media":"Reuters","summary":"July 1 (Reuters) - Warren Buffett's Berkshire Hathaway Inc said it has bought another 9.9 million shares of Occidental Petroleum Corp, giving it a 17.4% stake in the oil company.Berkshire paid about $","content":"<html><head></head><body><p>July 1 (Reuters) - Warren Buffett&#39;s Berkshire Hathaway Inc said it has bought another 9.9 million shares of Occidental Petroleum Corp, giving it a 17.4% stake in the oil company.</p><p>Berkshire paid about $582 million for the shares, which it bought between Wednesday and Friday, according to a Friday night filing with the U.S. Securities and Exchange Commission.</p><p>Buffett&#39;s company is Occidental&#39;s largest shareholder, now owning 163.4 million shares worth about $9.9 billion.</p><p>Its stake is about 60% larger than that of Vanguard, the next largest shareholder, according to Refinitiv data.</p><p>Berkshire also owns warrants to buy another 83.9 million Occidental shares for $5 billion.</p><p>Occidental&#39;s share price has more than doubled this year, benefiting from Berkshire&#39;s purchases as well as rising oil prices following Russia - Ukraine war.</p><p>The Berkshire investment has prompted market speculation that Buffett&#39;s Omaha, Nebraska-based conglomerate might eventually buy all of Occidental.</p><p>In a June 23 research report, Truist Securities analyst Neal Dingmann saw a &#34;good chance&#34; of a Berkshire takeover once Occidental became an investment-grade credit, saying a purchase would help diversify Berkshire&#39;s energy portfolio.</p><p>Occidental has been reducing debt, which swelled when it bought <a href=\"https://laohu8.com/S/AEUA\">Anadarko Petroleum Corp</a> for $35.7 billion in 2019.</p><p>Berkshire bought $10 billion of Occidental preferred stock to help finance that purchase, and obtained the warrants at that time.</p><p>It also had a $25.9 billion stake in oil company Chevron Corp at the end of March.</p><p>Berkshire&#39;s share price has fallen 8% this year, compared with a 20% decline in the Standard &amp; Poor&#39;s 500.</p><p>Buffett&#39;s company owns dozens of businesses, including the BNSF railroad, Geico car insurer and its namesake energy business, as well as stocks including Apple Inc and Bank of America Corp.</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>Berkshire Hathaway Buys 9.9 Million More Occidental Shares, Has 17.4% 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\">\nBerkshire Hathaway Buys 9.9 Million More Occidental Shares, Has 17.4% Stake\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-07-02 19:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 1 (Reuters) - Warren Buffett&#39;s Berkshire Hathaway Inc said it has bought another 9.9 million shares of Occidental Petroleum Corp, giving it a 17.4% stake in the oil company.</p><p>Berkshire paid about $582 million for the shares, which it bought between Wednesday and Friday, according to a Friday night filing with the U.S. Securities and Exchange Commission.</p><p>Buffett&#39;s company is Occidental&#39;s largest shareholder, now owning 163.4 million shares worth about $9.9 billion.</p><p>Its stake is about 60% larger than that of Vanguard, the next largest shareholder, according to Refinitiv data.</p><p>Berkshire also owns warrants to buy another 83.9 million Occidental shares for $5 billion.</p><p>Occidental&#39;s share price has more than doubled this year, benefiting from Berkshire&#39;s purchases as well as rising oil prices following Russia - Ukraine war.</p><p>The Berkshire investment has prompted market speculation that Buffett&#39;s Omaha, Nebraska-based conglomerate might eventually buy all of Occidental.</p><p>In a June 23 research report, Truist Securities analyst Neal Dingmann saw a &#34;good chance&#34; of a Berkshire takeover once Occidental became an investment-grade credit, saying a purchase would help diversify Berkshire&#39;s energy portfolio.</p><p>Occidental has been reducing debt, which swelled when it bought <a href=\"https://laohu8.com/S/AEUA\">Anadarko Petroleum Corp</a> for $35.7 billion in 2019.</p><p>Berkshire bought $10 billion of Occidental preferred stock to help finance that purchase, and obtained the warrants at that time.</p><p>It also had a $25.9 billion stake in oil company Chevron Corp at the end of March.</p><p>Berkshire&#39;s share price has fallen 8% this year, compared with a 20% decline in the Standard &amp; Poor&#39;s 500.</p><p>Buffett&#39;s company owns dozens of businesses, including the BNSF railroad, Geico car insurer and its namesake energy business, as well as stocks including Apple Inc and Bank of America Corp.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","OXY":"西方石油"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2248824336","content_text":"July 1 (Reuters) - Warren Buffett's Berkshire Hathaway Inc said it has bought another 9.9 million shares of Occidental Petroleum Corp, giving it a 17.4% stake in the oil company.Berkshire paid about $582 million for the shares, which it bought between Wednesday and Friday, according to a Friday night filing with the U.S. Securities and Exchange Commission.Buffett's company is Occidental's largest shareholder, now owning 163.4 million shares worth about $9.9 billion.Its stake is about 60% larger than that of Vanguard, the next largest shareholder, according to Refinitiv data.Berkshire also owns warrants to buy another 83.9 million Occidental shares for $5 billion.Occidental's share price has more than doubled this year, benefiting from Berkshire's purchases as well as rising oil prices following Russia - Ukraine war.The Berkshire investment has prompted market speculation that Buffett's Omaha, Nebraska-based conglomerate might eventually buy all of Occidental.In a June 23 research report, Truist Securities analyst Neal Dingmann saw a \"good chance\" of a Berkshire takeover once Occidental became an investment-grade credit, saying a purchase would help diversify Berkshire's energy portfolio.Occidental has been reducing debt, which swelled when it bought Anadarko Petroleum Corp for $35.7 billion in 2019.Berkshire bought $10 billion of Occidental preferred stock to help finance that purchase, and obtained the warrants at that time.It also had a $25.9 billion stake in oil company Chevron Corp at the end of March.Berkshire's share price has fallen 8% this year, compared with a 20% decline in the Standard & Poor's 500.Buffett's company owns dozens of businesses, including the BNSF railroad, Geico car insurer and its namesake energy business, as well as stocks including Apple Inc and Bank of America Corp.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049043191,"gmtCreate":1655728327313,"gmtModify":1676535693582,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049043191","repostId":"2244176410","repostType":4,"repost":{"id":"2244176410","pubTimestamp":1655738703,"share":"https://ttm.financial/m/news/2244176410?lang=&edition=fundamental","pubTime":"2022-06-20 23:25","market":"sg","language":"en","title":"Grab Holdings: Speculative, Despite 85% Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2244176410","media":"Seekingalpha","summary":"SummaryGrab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Su","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Grab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Super App that connects drivers/merchants and consumers in four major service brackets.</li><li>The challenge in evaluating Grab is given by the tension between extremely high growth potential on one hand and scary economics/financials on the other hand.</li><li>In general, analysts are quite bullish on Grab, with a consensus target price of $4.74/share – indicating approximately 70% upside.</li><li>To value Grab, I would suggest using a x20 EV/EBITDA multiple, anchored on Grab&#39;s 2025 financial numbers and discounted back to 2020.</li><li>I initiate with a HOLD recommendation and a $2.19/share target price.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f3a3741b0a8e4c24fe77ef7d8b40b4a\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"/><span>Luis Alvarez/DigitalVision via Getty Images</span></p><p>Should you buy Grab (NASDAQ:GRAB), as the stock is down approximately 85% from ATH? Depends: On one hand, you have extremely high growth potential and on the other hand, you have truly scary economics/financials. Thus, investing in Grab is allabout speculation, in my opinion. I initiate with a HOLD recommendation and a $2.19/share target price.</p><p><b>About Grab</b></p><p>Grab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Super App Platform in SEA connects drivers/merchants and consumers in four major service brackets: 1) food and groceries deliveries, 2) mobility and ride-hailing services, 3) financial services and 4) new initiatives. Grab has presence in Singapore, Philippines, Malaysia, Thailand, Indonesia, Vietnam, Cambodia and Myanmar. Widely considered amongst the world’s highest potential growth assets, Grab was one of the most strongly expected IPOs in 2021 – as the company went public via SPAC and raised $4.5 billion in equity funding.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08fb975ea3ebae1636594898289e058b\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Investor Presentation, April 2021</span></p><p><b>No profitability vs Strong growth</b></p><p>The challenge in evaluating Grab is given by the tension between extremely high growth potential on one hand and scary economics/financials on the other hand. The question for shareholder is: what side will persevere? Will the company grow to become profitable as Amazon managed to do? Or are Grab’s fundamentals going to break the company? In the past few years the growth narrative prevailed, as funding was cheap and easy. Now, however, the market appears to value profitability, as funding becomes hard and expensive. And so Grab might have a hard time to sustain the company’s operations. Let&#39;s have a look at the growth/potential versus profitability/financials tension in more detail.</p><p>If I were to bet on a growth asset, I would look for exposure in South East Asia — a market with approximately 600 million population, accelerating digital penetration and attractive GDP growth. And, Grab is well positioned to capture a large market opportunity in this economy with a leading position in grocery and food delivery (1) and ride-hailing (2) and attractive growth optionality in fintech (3).According to company presentations, Grab management estimates the company’s addressable market at $250 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5216a12e9f488bb78345049205cb1fa1\" tg-width=\"640\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/><span>Grab Investor Presentation, April 2021</span></p><p>Grab’s technology-centric super-app strategy enables the company to cross-sell on multiple growth verticals and tap in virtuous tailwinds from network effects. As of 2021, Grab had 72% market share of the region&#39;s ride-hailing market. In addition, the market holds a 50% market share in food and grocery delivery. While the company’s fintech operations are still in early stages, Grab managed to obtain a digital banking license in Malaysia, Indonesia and Singapore.</p><p><b>Financials</b></p><p>In 2021, Grab recorded revenues of $675 million and lost scary -$3.5 billion attributable to shareholders, or -$0.95/share. However, $1.99 billion of this loss were due to non-operating loss (finance-costs). That said, cash from operations was a little more comforting at negative $1 billion – but still a danger signal. My personal takeaway is that Grab currently finances loss-making operations with significant funding costs (be it equity or debt). And as the market is turning cautious with giving funding to growth companies, this might not only pressure Grab’s operations, but also the company’s future—if funding freezes for too long.</p><p>On the positive site,Grab’s balance sheet looks solid and could sustain a few more years of considerable losses and growth investing. As of Q1 2022, Grab records. $7.5 billion in cash and cash equivalents and $2.34 of total debt. Moreover, the company’s asset quality looks solid, with only $675 million of intangibles and no significant position in inventories or accounts receivable. Moreover, Grab records no significant mark-to-market investments and derivatives that could hurt investors on a re-valuation.</p><p><b>How analysts see it</b></p><p>In general, analysts are quite bullish on Grab, with a consensus target price of $4.74/share – indicating approximately 70% upside. According to the Bloomberg Terminal, as of June 2022, analyst see Grab’s revenues in 2025 at $4.55 billion. This would equal a 3-year CAGR of approximately 30%, from 2022 to 2025. Moreover, the company is expected to break-even in the same year, recording EBITDA of $450 million and a net-income attributable to shareholders of $0.11/share.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79a8b39a49f890d74f8971d2c50563a4\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>Valuation</b></p><p>While it is difficult to value Grab – especially since the company’s operations need to be projected for multiple years into the future, I would like to draft a multiples valuation to give investors and readers an anchor for their decision-making. Specifically, I would suggest using a x20 EV/EBITDA multiple, anchored on Grab&#39;s 2025 financial numbers and discounted back to 2020. This multiple is in line with Amazon&#39;s trading price. That said, based on a $450 million EBITDA and a 10% WACC, I calculate a 2022 enterprise value of $6.7 billion and an equity value of $8.4 billion, or $2.19/share. Please note, however, that this model should only be taken as a very rough reference.</p><p>In my opinion, Grab is high-risk/high-reward. If the company manages to capture the large market in SEA, then stock valuation could possibly surpass $100 billion. If, however, Grab cannot sustain operations due to non-existent profitability -- paired with frozen capital markets -- the stock could still go much lower. I initiate with a HOLD recommendation and a $2.19/share target price.</p><p>This article was written by Cavenagh Research.</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>Grab Holdings: Speculative, Despite 85% Sell-Off</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\">\nGrab Holdings: Speculative, Despite 85% Sell-Off\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519048-grab-stock-speculative-despite-85-percent-sell-off><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryGrab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Super App that connects drivers/merchants and consumers in four major service brackets.The challenge ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519048-grab-stock-speculative-despite-85-percent-sell-off\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings"},"source_url":"https://seekingalpha.com/article/4519048-grab-stock-speculative-despite-85-percent-sell-off","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2244176410","content_text":"SummaryGrab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Super App that connects drivers/merchants and consumers in four major service brackets.The challenge in evaluating Grab is given by the tension between extremely high growth potential on one hand and scary economics/financials on the other hand.In general, analysts are quite bullish on Grab, with a consensus target price of $4.74/share – indicating approximately 70% upside.To value Grab, I would suggest using a x20 EV/EBITDA multiple, anchored on Grab's 2025 financial numbers and discounted back to 2020.I initiate with a HOLD recommendation and a $2.19/share target price.Luis Alvarez/DigitalVision via Getty ImagesShould you buy Grab (NASDAQ:GRAB), as the stock is down approximately 85% from ATH? Depends: On one hand, you have extremely high growth potential and on the other hand, you have truly scary economics/financials. Thus, investing in Grab is allabout speculation, in my opinion. I initiate with a HOLD recommendation and a $2.19/share target price.About GrabGrab Holdings Limited is a major tech/internet company based in Singapore. Grab operates a Super App Platform in SEA connects drivers/merchants and consumers in four major service brackets: 1) food and groceries deliveries, 2) mobility and ride-hailing services, 3) financial services and 4) new initiatives. Grab has presence in Singapore, Philippines, Malaysia, Thailand, Indonesia, Vietnam, Cambodia and Myanmar. Widely considered amongst the world’s highest potential growth assets, Grab was one of the most strongly expected IPOs in 2021 – as the company went public via SPAC and raised $4.5 billion in equity funding.Grab Investor Presentation, April 2021No profitability vs Strong growthThe challenge in evaluating Grab is given by the tension between extremely high growth potential on one hand and scary economics/financials on the other hand. The question for shareholder is: what side will persevere? Will the company grow to become profitable as Amazon managed to do? Or are Grab’s fundamentals going to break the company? In the past few years the growth narrative prevailed, as funding was cheap and easy. Now, however, the market appears to value profitability, as funding becomes hard and expensive. And so Grab might have a hard time to sustain the company’s operations. Let's have a look at the growth/potential versus profitability/financials tension in more detail.If I were to bet on a growth asset, I would look for exposure in South East Asia — a market with approximately 600 million population, accelerating digital penetration and attractive GDP growth. And, Grab is well positioned to capture a large market opportunity in this economy with a leading position in grocery and food delivery (1) and ride-hailing (2) and attractive growth optionality in fintech (3).According to company presentations, Grab management estimates the company’s addressable market at $250 billion.Grab Investor Presentation, April 2021Grab’s technology-centric super-app strategy enables the company to cross-sell on multiple growth verticals and tap in virtuous tailwinds from network effects. As of 2021, Grab had 72% market share of the region's ride-hailing market. In addition, the market holds a 50% market share in food and grocery delivery. While the company’s fintech operations are still in early stages, Grab managed to obtain a digital banking license in Malaysia, Indonesia and Singapore.FinancialsIn 2021, Grab recorded revenues of $675 million and lost scary -$3.5 billion attributable to shareholders, or -$0.95/share. However, $1.99 billion of this loss were due to non-operating loss (finance-costs). That said, cash from operations was a little more comforting at negative $1 billion – but still a danger signal. My personal takeaway is that Grab currently finances loss-making operations with significant funding costs (be it equity or debt). And as the market is turning cautious with giving funding to growth companies, this might not only pressure Grab’s operations, but also the company’s future—if funding freezes for too long.On the positive site,Grab’s balance sheet looks solid and could sustain a few more years of considerable losses and growth investing. As of Q1 2022, Grab records. $7.5 billion in cash and cash equivalents and $2.34 of total debt. Moreover, the company’s asset quality looks solid, with only $675 million of intangibles and no significant position in inventories or accounts receivable. Moreover, Grab records no significant mark-to-market investments and derivatives that could hurt investors on a re-valuation.How analysts see itIn general, analysts are quite bullish on Grab, with a consensus target price of $4.74/share – indicating approximately 70% upside. According to the Bloomberg Terminal, as of June 2022, analyst see Grab’s revenues in 2025 at $4.55 billion. This would equal a 3-year CAGR of approximately 30%, from 2022 to 2025. Moreover, the company is expected to break-even in the same year, recording EBITDA of $450 million and a net-income attributable to shareholders of $0.11/share.Seeking AlphaValuationWhile it is difficult to value Grab – especially since the company’s operations need to be projected for multiple years into the future, I would like to draft a multiples valuation to give investors and readers an anchor for their decision-making. Specifically, I would suggest using a x20 EV/EBITDA multiple, anchored on Grab's 2025 financial numbers and discounted back to 2020. This multiple is in line with Amazon's trading price. That said, based on a $450 million EBITDA and a 10% WACC, I calculate a 2022 enterprise value of $6.7 billion and an equity value of $8.4 billion, or $2.19/share. Please note, however, that this model should only be taken as a very rough reference.In my opinion, Grab is high-risk/high-reward. If the company manages to capture the large market in SEA, then stock valuation could possibly surpass $100 billion. If, however, Grab cannot sustain operations due to non-existent profitability -- paired with frozen capital markets -- the stock could still go much lower. I initiate with a HOLD recommendation and a $2.19/share target price.This article was written by Cavenagh Research.","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051447644,"gmtCreate":1654735490088,"gmtModify":1676535501098,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051447644","repostId":"1115877815","repostType":4,"repost":{"id":"1115877815","pubTimestamp":1654732930,"share":"https://ttm.financial/m/news/1115877815?lang=&edition=fundamental","pubTime":"2022-06-09 08:02","market":"sg","language":"en","title":"Continued Consolidation Predicted For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1115877815","media":"rtt news","summary":"The Singapore stock market has alternated between positive and negative finishes through the last se","content":"<html><head></head><body><p>The Singapore stock market has alternated between positive and negative finishes through the last seven trading days since the end of the three-day winning streak in which it had gained almost 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,225-point plateau and it&#39;s tipped to open under pressure again on Thursday.</p><p>The global forecast for the Asian markets is soft on concerns for rising inflation and slowing growth. The European and U.S. markets were down and the Asian bourses are expected to follow that lead.</p><p>The STI finished slightly lower on Wednesday as losses from the financial shares and the industrial issues were mitigated by support from the property sector.</p><p>For the day, the index dipped 5.74 points or 0.18 percent to finish at 3,225.80 after trading between 3,220.67 and 3,241.80. Volume was 2.1 billion shares worth 1.5 billion Singapore dollars. There were 307 gainers and 212 decliners.</p><p>Among the actives, Ascendas REIT and DFI Retail both advanced 0.71 percent, while CapitaLand Integrated Commercial Trust strengthened 1.35 percent, CapitaLand Investment and United Overseas Bank both declined 0.77 percent, City Developments added 0.48 percent, DBS Group retreated 0.97 percent, Genting Singapore skidded 0.64 percent, Hongkong Land soared 1.92 percent, Keppel Corp lost 0.15 percent, Mapletree Commercial Trust rallied 1.67 percent, Mapletree Industrial Trust jumped 1.61 percent, Mapletree Logistics Trust spiked 1.81 percent, Oversea-Chinese Banking Corporation eased 0.08 percent, SATS surged 1.98 percent, SembCorp Industries tanked 1.42 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel tumbled 1.16 percent, Thai Beverage plunged 1.46 percent, Wilmar International shed 0.24 percent, Yangzijiang Shipbuilding plummeted 1.96 percent and Comfort DelGro, Singapore Exchange and Yangzijiang Financial were unchanged.</p><p>The lead from Wall Street is negative as the major averages opened lower and spent most of the session in the red before finishing firmly in negative territory.</p><p>The Dow shed 269.24 points or 0.81 percent to finish at 32,910.90, while the NASDAQ lost 88.96 points or 0.73 percent to end at 12,086.27 and the S&amp;P 500 sank 44.91 points or 1.08 percent to close at 4,115.77.</p><p>The weakness on Wall Street followed lower global growth forecasts by the World Bank and the Organization for Economic Cooperation and Development weighed as well.</p><p>Higher treasury yields also caused the market&#39;s decline after they rose above the psychologically important 3 percent level, fueling concerns about inflation.</p><p>In economic news, the Commerce Department said wholesale inventories in the United States increased more than expected in April, although they were down from the previous month.</p><p>Crude oil prices climbed higher on Wednesday, buoyed by a sharp drop in gasoline inventories in the U.S. last week, and on optimism for increased demand from China. West Texas Intermediate Crude oil futures for July ended higher by $2.70 or 2.3 percent at $122.11 a barrel, hitting a three-week high.</p></body></html>","source":"lsy1637539882596","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>Continued Consolidation Predicted For Singapore 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\">\nContinued Consolidation Predicted For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-09 08:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3289439/continued-consolidation-predicted-for-singapore-stock-market.aspx?type=acom><strong>rtt news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market has alternated between positive and negative finishes through the last seven trading days since the end of the three-day winning streak in which it had gained almost 60 ...</p>\n\n<a href=\"https://www.rttnews.com/3289439/continued-consolidation-predicted-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3289439/continued-consolidation-predicted-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115877815","content_text":"The Singapore stock market has alternated between positive and negative finishes through the last seven trading days since the end of the three-day winning streak in which it had gained almost 60 points or 1.9 percent. The Straits Times Index now rests just above the 3,225-point plateau and it's tipped to open under pressure again on Thursday.The global forecast for the Asian markets is soft on concerns for rising inflation and slowing growth. The European and U.S. markets were down and the Asian bourses are expected to follow that lead.The STI finished slightly lower on Wednesday as losses from the financial shares and the industrial issues were mitigated by support from the property sector.For the day, the index dipped 5.74 points or 0.18 percent to finish at 3,225.80 after trading between 3,220.67 and 3,241.80. Volume was 2.1 billion shares worth 1.5 billion Singapore dollars. There were 307 gainers and 212 decliners.Among the actives, Ascendas REIT and DFI Retail both advanced 0.71 percent, while CapitaLand Integrated Commercial Trust strengthened 1.35 percent, CapitaLand Investment and United Overseas Bank both declined 0.77 percent, City Developments added 0.48 percent, DBS Group retreated 0.97 percent, Genting Singapore skidded 0.64 percent, Hongkong Land soared 1.92 percent, Keppel Corp lost 0.15 percent, Mapletree Commercial Trust rallied 1.67 percent, Mapletree Industrial Trust jumped 1.61 percent, Mapletree Logistics Trust spiked 1.81 percent, Oversea-Chinese Banking Corporation eased 0.08 percent, SATS surged 1.98 percent, SembCorp Industries tanked 1.42 percent, Singapore Technologies Engineering slumped 0.48 percent, SingTel tumbled 1.16 percent, Thai Beverage plunged 1.46 percent, Wilmar International shed 0.24 percent, Yangzijiang Shipbuilding plummeted 1.96 percent and Comfort DelGro, Singapore Exchange and Yangzijiang Financial were unchanged.The lead from Wall Street is negative as the major averages opened lower and spent most of the session in the red before finishing firmly in negative territory.The Dow shed 269.24 points or 0.81 percent to finish at 32,910.90, while the NASDAQ lost 88.96 points or 0.73 percent to end at 12,086.27 and the S&P 500 sank 44.91 points or 1.08 percent to close at 4,115.77.The weakness on Wall Street followed lower global growth forecasts by the World Bank and the Organization for Economic Cooperation and Development weighed as well.Higher treasury yields also caused the market's decline after they rose above the psychologically important 3 percent level, fueling concerns about inflation.In economic news, the Commerce Department said wholesale inventories in the United States increased more than expected in April, although they were down from the previous month.Crude oil prices climbed higher on Wednesday, buoyed by a sharp drop in gasoline inventories in the U.S. last week, and on optimism for increased demand from China. West Texas Intermediate Crude oil futures for July ended higher by $2.70 or 2.3 percent at $122.11 a barrel, hitting a three-week high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022221652,"gmtCreate":1653533080476,"gmtModify":1676535300182,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022221652","repostId":"1119463556","repostType":4,"repost":{"id":"1119463556","pubTimestamp":1653532041,"share":"https://ttm.financial/m/news/1119463556?lang=&edition=fundamental","pubTime":"2022-05-26 10:27","market":"us","language":"en","title":"Apple: Change In Market Calculus","url":"https://stock-news.laohu8.com/highlight/detail?id=1119463556","media":"Seeking Alpha","summary":"SummaryApple and Google have been the ideal frenemies for several years in the tech world.Apple and ","content":"<html><head></head><body><p>Summary</p><ul><li>Apple and Google have been the ideal frenemies for several years in the tech world.</li><li>Apple and Google have a licensing deal where Google pays over $10 billion a year in order to get a good placement for its apps within Apple’s ecosystem.</li><li>Google is trying to improve the sales of its own Pixel smartphones and smart home devices which puts the company in direct competition with Apple.</li><li>Google has an ace up its sleeves due to YouTube Premium and Pixel Pass subscription which can be used to lure more customers.</li><li>Apple’s competition with Google could reduce the bullish sentiment towards Apple stock as the two tech giants fight for supremacy in different products and services segment.</li></ul><p>Apple (NASDAQ:AAPL) and Alphabet (GOOG) (GOOGL) have a close working relationship due to their licensing agreement. However, they are also involved in an epic battle due to the rapid growth ofGoogle’s products and services in business segments where Apple is the leader. Google has already proved its mettle in the smart speaker segment where it is in the second spot behind Amazon. Apple is lagging in this business despite trying to increase market share for a number of years.</p><p>Apple has provided free TV+ service to incentivize customers to upgrade their devices. Google also has its YouTube Premium services which hasover 50 million paid subscribersand is showing the fastest growth rate in that industry. The launch of Pixel Pass gives Google a significant edge over Apple as it combines YouTube Premium, YouTube Music Premium, Google One, and other services along with a new Pixel phone at a modest price of $45/month. Investors should closely look at the changing dynamics within the smartphone industry and Google’s future ambitions to gauge the returns potential in Apple stock.</p><p>Licensing deal between Apple and Google</p><p>According to WSJ, the licensing deal between Apple and Google is now worth over $10 billion annually. It was less than $1 billion in 2014. This revenue stream is probably pure profits for Apple because it is merely selling the real estate on its devices for Google’s apps. This deal is also in the regulatory crosshairs because it gives Google a strong competitive edge over other players in the same field.</p><p>Apple has over a billion devices and Google needs access to these devices in order to maintain its hold over the Search market and other major services. However, the massive payment from Google is a major headwind for its margins. As a result, Google has tried to increase its own product sales. Google has done a great job in building a strong smart home devices business. Its smart speakers are placed in the second spot, just behind Amazon (AMZN). Apple has not been able to make much headway in this industry and has finally decided to sell a budget HomePod Mini.</p><h2>Apple&#39;s biggest headache</h2><p>Google has recently given orders to double the production of its Pixel devices. This will take the production volume of these devices to close to 10 million. However, this scale is still lower than Apple which sells over 200 million units of iPhones every year. But Google has a major ace up its sleeves. Apple is trying to push more customers to upgrade their iPhones by offering free TV+ subscription. This will also increase the long-term loyalty of customers and allow the company to monetize its massive userbase.</p><p>Google has over 50 million YouTube Premium paid customer base. The growth rate of this service is very high. At the current growth trends, it is possible that YouTube Premium could surpass 200 million subscribers by 2025. Google has also launched its combo subscription offer of Pixel Pass which gives users a new phone plus other services at a low monthly subscription price.</p><p>The details of the licensing deal between Google and Apple are not completely known to the public. However, it is likely that Google’s payment is linked to the usage of its services on Apple devices. If Google’s own Pixel userbase increases, it would reduce the payments to Apple. Hence, Google has a very high motivation to ramp up its smartphone sales, even if there are short-term losses in this segment.</p><p><img src=\"https://static.tigerbbs.com/6261e078e518f6b1dbf8452193d4f0cc\" tg-width=\"640\" tg-height=\"252\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>CIRP, Geekwire</p><p>Figure: Poor growth trajectory of Apple&#39;s smart speakers compared to market leaders Google and Amazon. Source:CIRP, Geekwire</p><p>The rapid growth of Google devices will increase competitive pressure on Apple and limit the pricing leverage that it enjoys. We have already seen this in the smart speaker segment. Apple had to close the production of HomePod as it was deemed too expensive compared to good alternatives by Google and Amazon. Finally, Apple had to launch HomePod mini at a price close to Google’s own devices.</p><h2>Branding and resources</h2><p>The biggest moat for Apple in the last few years has been its brand image which is associated with premium products. This has allowed the company to take market share in key segments despite being a latecomer. Even Samsung has struggled against Apple despite having the first-mover advantage in several product categories. However, the gap in the perceived brand image of Google and Apple is likely to be very small. Apple&#39;s failure in building a good market share for HomePod against Google&#39;s smart speaker shows the strength of Google&#39;s brand image and its product quality.</p><p>Google has a significant cash pile and massive free cash flows. This reduces any advantage Apple has due to its own massive resources. Google has been launching budget smartphones for the past few cycles. It is possible that Google would give a better deal within its Pixel Pass subscription to gain new subscribers and smartphone users. Google can easily absorb losses in order to build a more robust product segment. This will put pressure on Apple within the lower-priced versions of iPhones.</p><h2>Impact on Apple stock</h2><p>The smartphone industry has been saturated. The specifications within the flagship devices of most 5G smartphone makers are also not very different. In this scenario, the biggest differentiating factor would be the services attached to these devices. If Google shows massive growth in YouTube Premium and provides a more attractive combo deal of this subscription with Pixel and other devices, it will be a major advantage for the company.</p><p>Apple is trying to increase paid subscriptions to its own TV+ service but they are still less than 20 million despite being the cheapest option in this industry. Google has the resources and branding power to gain a massive following for its products and services. This can become a major headwind for Apple over the next few quarters as the company tries to improve the Services segment.</p><p><img src=\"https://static.tigerbbs.com/2461ae5c9c14350dd03a5ce5058aee26\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p>Figure: Apple is trading at a premium compared to Google despite lower revenue growth. Source: Ycharts</p><p>After the recent correction, Apple&#39;s PE ratio has dropped to 22. However, it is still significantly above the average PE ratio of 15 during the last decade. Apple is also trading at a premium to Google despite lower revenue growth. Google is in a perfect spot to take advantage of the changing dynamics within the smartphone industry by increasing subscriptions on YouTube and giving more attractive combo deals through Pixel Pass. This will be a major headwind for the future growth trajectory of Apple in the smartphone category and many other products and services which the company hopes to launch in the next few quarters.</p><p>This challenge has not been priced in the current stock price of Apple and we could see lower returns from Apple stock if Google is successful in building a strong hardware and subscription business.</p><h2>Investor Takeaway</h2><p>Apple is the undisputed leader in smartphone industry with a very strong ecosystem. However, the dynamics of this industry are changing as more importance is given to services. Google is becoming the biggest competitor of Apple and has already announced a production target of close to 10 million units of Pixel devices. Google also has a rapidly growing YouTube Premium subscription with over 50 million paid users. If Google provides a more attractive combo deal of Pixel devices and YouTube Premium subscription, it will increase the attraction of the smartphone lineup and YouTube subscription.</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: Change In Market Calculus</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: Change In Market Calculus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-26 10:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514436-apple-change-in-market-calculus><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple and Google have been the ideal frenemies for several years in the tech world.Apple and Google have a licensing deal where Google pays over $10 billion a year in order to get a good ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514436-apple-change-in-market-calculus\">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/4514436-apple-change-in-market-calculus","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119463556","content_text":"SummaryApple and Google have been the ideal frenemies for several years in the tech world.Apple and Google have a licensing deal where Google pays over $10 billion a year in order to get a good placement for its apps within Apple’s ecosystem.Google is trying to improve the sales of its own Pixel smartphones and smart home devices which puts the company in direct competition with Apple.Google has an ace up its sleeves due to YouTube Premium and Pixel Pass subscription which can be used to lure more customers.Apple’s competition with Google could reduce the bullish sentiment towards Apple stock as the two tech giants fight for supremacy in different products and services segment.Apple (NASDAQ:AAPL) and Alphabet (GOOG) (GOOGL) have a close working relationship due to their licensing agreement. However, they are also involved in an epic battle due to the rapid growth ofGoogle’s products and services in business segments where Apple is the leader. Google has already proved its mettle in the smart speaker segment where it is in the second spot behind Amazon. Apple is lagging in this business despite trying to increase market share for a number of years.Apple has provided free TV+ service to incentivize customers to upgrade their devices. Google also has its YouTube Premium services which hasover 50 million paid subscribersand is showing the fastest growth rate in that industry. The launch of Pixel Pass gives Google a significant edge over Apple as it combines YouTube Premium, YouTube Music Premium, Google One, and other services along with a new Pixel phone at a modest price of $45/month. Investors should closely look at the changing dynamics within the smartphone industry and Google’s future ambitions to gauge the returns potential in Apple stock.Licensing deal between Apple and GoogleAccording to WSJ, the licensing deal between Apple and Google is now worth over $10 billion annually. It was less than $1 billion in 2014. This revenue stream is probably pure profits for Apple because it is merely selling the real estate on its devices for Google’s apps. This deal is also in the regulatory crosshairs because it gives Google a strong competitive edge over other players in the same field.Apple has over a billion devices and Google needs access to these devices in order to maintain its hold over the Search market and other major services. However, the massive payment from Google is a major headwind for its margins. As a result, Google has tried to increase its own product sales. Google has done a great job in building a strong smart home devices business. Its smart speakers are placed in the second spot, just behind Amazon (AMZN). Apple has not been able to make much headway in this industry and has finally decided to sell a budget HomePod Mini.Apple's biggest headacheGoogle has recently given orders to double the production of its Pixel devices. This will take the production volume of these devices to close to 10 million. However, this scale is still lower than Apple which sells over 200 million units of iPhones every year. But Google has a major ace up its sleeves. Apple is trying to push more customers to upgrade their iPhones by offering free TV+ subscription. This will also increase the long-term loyalty of customers and allow the company to monetize its massive userbase.Google has over 50 million YouTube Premium paid customer base. The growth rate of this service is very high. At the current growth trends, it is possible that YouTube Premium could surpass 200 million subscribers by 2025. Google has also launched its combo subscription offer of Pixel Pass which gives users a new phone plus other services at a low monthly subscription price.The details of the licensing deal between Google and Apple are not completely known to the public. However, it is likely that Google’s payment is linked to the usage of its services on Apple devices. If Google’s own Pixel userbase increases, it would reduce the payments to Apple. Hence, Google has a very high motivation to ramp up its smartphone sales, even if there are short-term losses in this segment.CIRP, GeekwireFigure: Poor growth trajectory of Apple's smart speakers compared to market leaders Google and Amazon. Source:CIRP, GeekwireThe rapid growth of Google devices will increase competitive pressure on Apple and limit the pricing leverage that it enjoys. We have already seen this in the smart speaker segment. Apple had to close the production of HomePod as it was deemed too expensive compared to good alternatives by Google and Amazon. Finally, Apple had to launch HomePod mini at a price close to Google’s own devices.Branding and resourcesThe biggest moat for Apple in the last few years has been its brand image which is associated with premium products. This has allowed the company to take market share in key segments despite being a latecomer. Even Samsung has struggled against Apple despite having the first-mover advantage in several product categories. However, the gap in the perceived brand image of Google and Apple is likely to be very small. Apple's failure in building a good market share for HomePod against Google's smart speaker shows the strength of Google's brand image and its product quality.Google has a significant cash pile and massive free cash flows. This reduces any advantage Apple has due to its own massive resources. Google has been launching budget smartphones for the past few cycles. It is possible that Google would give a better deal within its Pixel Pass subscription to gain new subscribers and smartphone users. Google can easily absorb losses in order to build a more robust product segment. This will put pressure on Apple within the lower-priced versions of iPhones.Impact on Apple stockThe smartphone industry has been saturated. The specifications within the flagship devices of most 5G smartphone makers are also not very different. In this scenario, the biggest differentiating factor would be the services attached to these devices. If Google shows massive growth in YouTube Premium and provides a more attractive combo deal of this subscription with Pixel and other devices, it will be a major advantage for the company.Apple is trying to increase paid subscriptions to its own TV+ service but they are still less than 20 million despite being the cheapest option in this industry. Google has the resources and branding power to gain a massive following for its products and services. This can become a major headwind for Apple over the next few quarters as the company tries to improve the Services segment.YchartsFigure: Apple is trading at a premium compared to Google despite lower revenue growth. Source: YchartsAfter the recent correction, Apple's PE ratio has dropped to 22. However, it is still significantly above the average PE ratio of 15 during the last decade. Apple is also trading at a premium to Google despite lower revenue growth. Google is in a perfect spot to take advantage of the changing dynamics within the smartphone industry by increasing subscriptions on YouTube and giving more attractive combo deals through Pixel Pass. This will be a major headwind for the future growth trajectory of Apple in the smartphone category and many other products and services which the company hopes to launch in the next few quarters.This challenge has not been priced in the current stock price of Apple and we could see lower returns from Apple stock if Google is successful in building a strong hardware and subscription business.Investor TakeawayApple is the undisputed leader in smartphone industry with a very strong ecosystem. However, the dynamics of this industry are changing as more importance is given to services. Google is becoming the biggest competitor of Apple and has already announced a production target of close to 10 million units of Pixel devices. Google also has a rapidly growing YouTube Premium subscription with over 50 million paid users. If Google provides a more attractive combo deal of Pixel devices and YouTube Premium subscription, it will increase the attraction of the smartphone lineup and YouTube subscription.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022317647,"gmtCreate":1653475363389,"gmtModify":1676535288678,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022317647","repostId":"2238534035","repostType":4,"repost":{"id":"2238534035","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":1653470985,"share":"https://ttm.financial/m/news/2238534035?lang=&edition=fundamental","pubTime":"2022-05-25 17:29","market":"us","language":"en","title":"Apple's iPhone Development Schedule Delayed By China Lockdowns - Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2238534035","media":"Reuters","summary":"May 25 (Reuters) - Apple Inc has told its suppliers to speed up iPhone development after China's str","content":"<html><head></head><body><p>May 25 (Reuters) - Apple Inc has told its suppliers to speed up iPhone development after China&#39;s strict COVID-19 lockdowns hampered schedule for at least one of the new phones, Nikkei reported on Wednesday, citing multiple sources with knowledge of the matter.</p><p>Lockdowns due to China&#39;s zero-COVID policy led iPhone assembler Pegatron Corp    to suspend operations at its Shanghai and Kunshan plants earlier this year.</p><p>Financial hub Shanghai remains largely paralysed by a city-wide lockdown, which is now in its seventh week, while Beijing has ramped up quarantine efforts.</p><p>Apple last month forecast bigger problems as COVID-19 lockdowns snarled production and demand in China, with the war in Ukraine adding to the iPhone maker&#39;s woes.</p><p>In the worst-case scenario, Apple expects the manufacturing schedule and initial production volumes of the new phones to be hurt, the Nikkei business daily reported.</p><p>Foxconn declined to comment on the matter, while Apple and Pegatron did not respond to Reuters&#39; requests for comment.</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's iPhone Development Schedule Delayed By China Lockdowns - Nikkei</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's iPhone Development Schedule Delayed By China Lockdowns - Nikkei\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\">2022-05-25 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 25 (Reuters) - Apple Inc has told its suppliers to speed up iPhone development after China&#39;s strict COVID-19 lockdowns hampered schedule for at least one of the new phones, Nikkei reported on Wednesday, citing multiple sources with knowledge of the matter.</p><p>Lockdowns due to China&#39;s zero-COVID policy led iPhone assembler Pegatron Corp    to suspend operations at its Shanghai and Kunshan plants earlier this year.</p><p>Financial hub Shanghai remains largely paralysed by a city-wide lockdown, which is now in its seventh week, while Beijing has ramped up quarantine efforts.</p><p>Apple last month forecast bigger problems as COVID-19 lockdowns snarled production and demand in China, with the war in Ukraine adding to the iPhone maker&#39;s woes.</p><p>In the worst-case scenario, Apple expects the manufacturing schedule and initial production volumes of the new phones to be hurt, the Nikkei business daily reported.</p><p>Foxconn declined to comment on the matter, while Apple and Pegatron did not respond to Reuters&#39; requests for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238534035","content_text":"May 25 (Reuters) - Apple Inc has told its suppliers to speed up iPhone development after China's strict COVID-19 lockdowns hampered schedule for at least one of the new phones, Nikkei reported on Wednesday, citing multiple sources with knowledge of the matter.Lockdowns due to China's zero-COVID policy led iPhone assembler Pegatron Corp    to suspend operations at its Shanghai and Kunshan plants earlier this year.Financial hub Shanghai remains largely paralysed by a city-wide lockdown, which is now in its seventh week, while Beijing has ramped up quarantine efforts.Apple last month forecast bigger problems as COVID-19 lockdowns snarled production and demand in China, with the war in Ukraine adding to the iPhone maker's woes.In the worst-case scenario, Apple expects the manufacturing schedule and initial production volumes of the new phones to be hurt, the Nikkei business daily reported.Foxconn declined to comment on the matter, while Apple and Pegatron did not respond to Reuters' requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026025004,"gmtCreate":1653302617108,"gmtModify":1676535256296,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026025004","repostId":"2237815616","repostType":4,"repost":{"id":"2237815616","pubTimestamp":1653296820,"share":"https://ttm.financial/m/news/2237815616?lang=&edition=fundamental","pubTime":"2022-05-23 17:07","market":"us","language":"en","title":"Should You Buy Amazon Now or Wait Until After the Stock Split?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237815616","media":"Motley Fool","summary":"Amazon shares are down a lot on retail-industry headwinds, but the stock looks like a value now.","content":"<html><head></head><body><p>It has been a trying time for <b>Amazon.com</b> investors. The stock is down 35% on the year, and is down some 43% from its all-time highs. With rising interest rates to start the year, high-growth technology stocks sold off hard. And last week, poor retail earnings reports from <b>Walmart</b> and <b>Target</b> seemed to confirm investors&#39; worst fears over inflation&#39;s effect on retail sales. Since these are the two businesses Amazon dominates, it sold off hard.</p><p>But with the company repurchasing stock and a stock split on the horizon, is now the time to buy when others are fearful?</p><h2>Current woes in the retail segment</h2><p>The hints of last week&#39;s retail destruction were actually forecast by Amazon back in its April first-quarter earnings report. Total sales growth decelerated to just 7%, down from 44% a year ago, despite accelerating cloud growth. Operating income actually declined from $8.7 billion a year ago to just $3.7 billion. When stripping out operating profit from Amazon Web Services (AWS), Amazon&#39;s North American and international retail operations actually tallied a combined $3.8 billion operating <i>loss</i>. Keep in mind that this includes things like advertising and Prime subscriptions, which may be high-margin, so the losses in its pure retail business were likely even worse.</p><p>As was confirmed by Walmart and Target, Amazon struggled as revenue growth decelerated amid the economic reopening. Meanwhile, freight and logistics costs rose sharply due to rising fuel prices. And since Amazon had so aggressively expanded its capacity during the pandemic, it found itself with more capacity and employees than it needed as e-commerce revenue slowed.</p><p>As if this weren&#39;t bad enough, management guided to even lower overall growth next quarter, of 3% to 7%, and for operating income to get worse -- somewhere in the range of a loss of $1.0 billion to a gain of $3.0 billion.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F681148%2Fgettyimages-1063612540.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>But AWS is a bright spot</h2><p>If investors looked under the hood a bit, they might have been a bit more enthusiastic around Amazon Web Services, the company&#39;s leading cloud computing platform. Enterprises generally save money and become more agile when they switch to the public cloud over building their own data centers, so this shift should continue even if there is an economic slowdown.</p><p>Last quarter, AWS revenue accelerated 37% from the 32% growth in the year-ago quarter, while AWS operating income grew 53% as margins expanded. The margin expansion was largely due to Amazon extending the useful life of its server hardware, but that should be a permanent change.</p><p>Over the past 12 months, AWS by itself has generated nearly $21 billion in operating income, up 43%. For 2022, AWS operating profit could be more than $25 billion, putting net profit somewhat higher than $20 billion. Amazon&#39;s market cap right now is $1.1 trillion, or about 55 times that figure.</p><p>Even with interest rates higher today, given AWS&#39;s leading position and the long-term growth prospects of the cloud, that wouldn&#39;t be a crazy price to pay for AWS alone.</p><h2>And newer innovations could help customers deal with inflation</h2><p>With its inventive culture, Amazon also has a lot of projects going on besides its e-commerce platform and cloud computing. New initiatives such as Just Walk Out technology, and the Project Kuiper initiative for satellite-delivered broadband, could help. Just Walk Out, which allows for a cashier-less retail experience, has the potential to materially lower costs at Amazon Fresh grocery stores and other third-party retailers that adopt the platform.</p><p>Lower costs could enable Amazon Fresh stores and other retailers to lower prices, helping with inflation and labor shortages for consumers. Ditto for Project Kuiper, which has the potential to deliver broadband to underserved communities at lower costs than traditional solutions.</p><p>Since these projects don&#39;t generate material revenue yet, they are largely overlooked by investors.</p><h2>A historically low valuation</h2><p>Meanwhile, Amazon stock is currently trading at a low valuation, at least relative to its history, on both enterprise value-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) and price-to-sales metrics. While Amazon has traded at a lower price-to-sales ratio in the last 10 years, that was before it broke out AWS in its financial results, starting in 2015:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f32836597be493905e55c088af5083e5\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>AMZN EV to EBITDA data by YCharts.</span></p><p>Another indication that Amazon may be undervalued is that management is actually repurchasing stock, which the company does only rarely. The last time it did so was in 2011-2012, during another swoon in the stock price. That wound up being a good buying opportunity for long-term investors.</p><h2>It all adds up to a good-looking buy today</h2><p>Amazon will split its stock on June 3, which isn&#39;t very far from now. While stock splits usually lead to increased interest from retail investors, this is anything but a normal period. Should the U.S. economy dive into a deep recession, it&#39;s possible Amazon shares could go lower.</p><p>However, barring that extreme scenario, an awful lot of bad news appears priced in today. While the near term is highly uncertain, the cloud business alone could be a good buy; meanwhile, I&#39;d suspect the retail business will improve -- possibly as soon as Prime Day in the third quarter and the holiday shopping season.</p><p>Furthermore, new innovations like Just Walk Out and Project Kuiper give investors new potential businesses to look forward to which aren&#39;t accounted for at all in the current price. Add in share repurchases, and I suspect investors with a five- or 10-year time horizon will feel pretty good about buying Amazon shares at today&#39;s prices. If you have the capital and a long time horizon, there&#39;s no need to wait for the split.</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>Should You Buy Amazon Now or Wait Until After the Stock Split?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould You Buy Amazon Now or Wait Until After the Stock Split?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-23 17:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/22/should-you-buy-amazon-now-or-wait-until-after-the/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a trying time for Amazon.com investors. The stock is down 35% on the year, and is down some 43% from its all-time highs. With rising interest rates to start the year, high-growth ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/22/should-you-buy-amazon-now-or-wait-until-after-the/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/05/22/should-you-buy-amazon-now-or-wait-until-after-the/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237815616","content_text":"It has been a trying time for Amazon.com investors. The stock is down 35% on the year, and is down some 43% from its all-time highs. With rising interest rates to start the year, high-growth technology stocks sold off hard. And last week, poor retail earnings reports from Walmart and Target seemed to confirm investors' worst fears over inflation's effect on retail sales. Since these are the two businesses Amazon dominates, it sold off hard.But with the company repurchasing stock and a stock split on the horizon, is now the time to buy when others are fearful?Current woes in the retail segmentThe hints of last week's retail destruction were actually forecast by Amazon back in its April first-quarter earnings report. Total sales growth decelerated to just 7%, down from 44% a year ago, despite accelerating cloud growth. Operating income actually declined from $8.7 billion a year ago to just $3.7 billion. When stripping out operating profit from Amazon Web Services (AWS), Amazon's North American and international retail operations actually tallied a combined $3.8 billion operating loss. Keep in mind that this includes things like advertising and Prime subscriptions, which may be high-margin, so the losses in its pure retail business were likely even worse.As was confirmed by Walmart and Target, Amazon struggled as revenue growth decelerated amid the economic reopening. Meanwhile, freight and logistics costs rose sharply due to rising fuel prices. And since Amazon had so aggressively expanded its capacity during the pandemic, it found itself with more capacity and employees than it needed as e-commerce revenue slowed.As if this weren't bad enough, management guided to even lower overall growth next quarter, of 3% to 7%, and for operating income to get worse -- somewhere in the range of a loss of $1.0 billion to a gain of $3.0 billion.Image source: Getty Images.But AWS is a bright spotIf investors looked under the hood a bit, they might have been a bit more enthusiastic around Amazon Web Services, the company's leading cloud computing platform. Enterprises generally save money and become more agile when they switch to the public cloud over building their own data centers, so this shift should continue even if there is an economic slowdown.Last quarter, AWS revenue accelerated 37% from the 32% growth in the year-ago quarter, while AWS operating income grew 53% as margins expanded. The margin expansion was largely due to Amazon extending the useful life of its server hardware, but that should be a permanent change.Over the past 12 months, AWS by itself has generated nearly $21 billion in operating income, up 43%. For 2022, AWS operating profit could be more than $25 billion, putting net profit somewhat higher than $20 billion. Amazon's market cap right now is $1.1 trillion, or about 55 times that figure.Even with interest rates higher today, given AWS's leading position and the long-term growth prospects of the cloud, that wouldn't be a crazy price to pay for AWS alone.And newer innovations could help customers deal with inflationWith its inventive culture, Amazon also has a lot of projects going on besides its e-commerce platform and cloud computing. New initiatives such as Just Walk Out technology, and the Project Kuiper initiative for satellite-delivered broadband, could help. Just Walk Out, which allows for a cashier-less retail experience, has the potential to materially lower costs at Amazon Fresh grocery stores and other third-party retailers that adopt the platform.Lower costs could enable Amazon Fresh stores and other retailers to lower prices, helping with inflation and labor shortages for consumers. Ditto for Project Kuiper, which has the potential to deliver broadband to underserved communities at lower costs than traditional solutions.Since these projects don't generate material revenue yet, they are largely overlooked by investors.A historically low valuationMeanwhile, Amazon stock is currently trading at a low valuation, at least relative to its history, on both enterprise value-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) and price-to-sales metrics. While Amazon has traded at a lower price-to-sales ratio in the last 10 years, that was before it broke out AWS in its financial results, starting in 2015:AMZN EV to EBITDA data by YCharts.Another indication that Amazon may be undervalued is that management is actually repurchasing stock, which the company does only rarely. The last time it did so was in 2011-2012, during another swoon in the stock price. That wound up being a good buying opportunity for long-term investors.It all adds up to a good-looking buy todayAmazon will split its stock on June 3, which isn't very far from now. While stock splits usually lead to increased interest from retail investors, this is anything but a normal period. Should the U.S. economy dive into a deep recession, it's possible Amazon shares could go lower.However, barring that extreme scenario, an awful lot of bad news appears priced in today. While the near term is highly uncertain, the cloud business alone could be a good buy; meanwhile, I'd suspect the retail business will improve -- possibly as soon as Prime Day in the third quarter and the holiday shopping season.Furthermore, new innovations like Just Walk Out and Project Kuiper give investors new potential businesses to look forward to which aren't accounted for at all in the current price. Add in share repurchases, and I suspect investors with a five- or 10-year time horizon will feel pretty good about buying Amazon shares at today's prices. If you have the capital and a long time horizon, there's no need to wait for the split.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029672722,"gmtCreate":1652778664466,"gmtModify":1676535159801,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029672722","repostId":"2236389215","repostType":4,"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9020742357,"gmtCreate":1652691818379,"gmtModify":1676535142933,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9020742357","repostId":"2235798704","repostType":2,"repost":{"id":"2235798704","pubTimestamp":1652714308,"share":"https://ttm.financial/m/news/2235798704?lang=&edition=fundamental","pubTime":"2022-05-16 23:18","market":"us","language":"en","title":"Apple: One Big Time Sale","url":"https://stock-news.laohu8.com/highlight/detail?id=2235798704","media":"Seeking Alpha","summary":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal co","content":"<html><head></head><body><h2>Investment Thesis</h2><p>Apple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple&#39;s service revenue upwards at a rapid pace, and the overall company&#39;s profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:</p><ul><li>Apple&#39;s high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.</li><li>Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).</li><li>The market volatility and tech sector sell-off dragged Apple&#39;s stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.</li></ul><h3>Growing in Right Segments</h3><p>Since I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.</p><p>Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.</p><p>Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.</p><p><img src=\"https://static.tigerbbs.com/141d5a91e5df23365dae251e9bab5e0b\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\"/></p><p>Performance by Segments (SEC Filings)</p><p><img src=\"https://static.tigerbbs.com/121762b45f7dec13cf921113a187da10\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Gross Margins of Apple by Segments (SEC Filings)</p><h4>Strong Revenue Growth Trajectory</h4><p>Apple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.</p><p>As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.</p><p><img src=\"https://static.tigerbbs.com/ac35dc5d8146da0ab3d88270dbc0b6db\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h4>Favorable Valuation Thanks to Volatility</h4><p>Ongoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve&#39;s changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.</p><p><img src=\"https://static.tigerbbs.com/60f28dab37b8c21b885a326a9994c721\" tg-width=\"640\" tg-height=\"386\" referrerpolicy=\"no-referrer\"/></p><p>Nasdaq Index (CNBC)</p><h2>Intrinsic Value Estimation</h2><p>I used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.</p><p>The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.</p><table><tbody><tr><td></td><td><p>Price Target</p></td><td><p>Upside</p></td></tr><tr><td><p>Base Case</p></td><td><p>$170.23</p></td><td><p>16%</p></td></tr><tr><td><p>Bullish Case</p></td><td><p>$182.92</p></td><td><p>24%</p></td></tr><tr><td><p>Very Bullish Case</p></td><td><p>$196.41</p></td><td><p>34%</p></td></tr></tbody></table><p>The assumptions and data used for the price target estimation are summarized below:</p><ul><li>WACC: 9.0%</li><li>EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)</li><li>Current EBITDA: $130 B</li><li>Current Stock Price: $147.11 (05/14/2022)</li><li>Tax rate: 20%</li></ul><h2>Cappuccino Stock Rating</h2><p>The details of the metric is explained in this article.</p><table><colgroup></colgroup><tbody><tr><td></td><td>Weighting</td><td>AAPL</td></tr><tr><td>Economic Moat Strength</td><td>30%</td><td>5</td></tr><tr><td>Financial Strength</td><td>30%</td><td>4</td></tr><tr><td>Growth Rate vs. Sector</td><td>15%</td><td>3</td></tr><tr><td>Margin of Safety</td><td>15%</td><td>5</td></tr><tr><td>Sector Outlook</td><td>10%</td><td>4</td></tr><tr><td><b>Overall</b></td><td></td><td><b>4.3</b></td></tr></tbody></table><h4><b>Economic Moat Strength - 5/5</b></h4><p>Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.</p><h4><b>Financial Strength - 4/5</b></h4><p>Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.</p><h4><b>Growth Rate - 3/5</b></h4><p>Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.</p><h4><b>Margin of Safety - 5/5</b></h4><p>Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn&#39;t make sense.</p><h4><b>Sector Outlook - 4/5</b></h4><p>The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.</p><h2>Risk</h2><p>Apple&#39;s main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don&#39;t expect Apple to struggle. However, I wouldn&#39;t expect large growth from the iPhone segment in the future.</p><p><img src=\"https://static.tigerbbs.com/5030495bf9b76a7a51f6dd535431666c\" tg-width=\"640\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Global Smartphone Market Share (Counterpoint)</p><p>As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don&#39;t expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.</p><h2>Conclusion</h2><p>Apple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: One Big Time Sale</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: One Big Time Sale\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-16 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4511930-apple-one-big-time-sale><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4511930-apple-one-big-time-sale\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4511930-apple-one-big-time-sale","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2235798704","content_text":"Investment ThesisApple (NASDAQ:AAPL) designs, manufactures, and distributes smartphones, personal computers, wearables, and related services. Apple has been one of the most valuable companies in the world for a while and has leadership positions in numerous fields. Its massive installed device base (1.8B active devices) is pushing Apple's service revenue upwards at a rapid pace, and the overall company's profit margin is also improving. Furthermore, Apple is moving to become self-sufficient to reduce costs and mitigate supply chain disruptions, and the effort has been paying off. I expect Apple to continue its success well into the future, and the current volatility in the tech sector is presenting a huge opportunity to grab Apple shares at a discount because:Apple's high margin businesses (Mac and Service segments) are growing at a rapid pace, contributing to great revenue growth and margin expansion.Revenue growth trajectory remains solid with an increasing subscription base and new product releases (iPad Air, iPhone SE, and etc.).The market volatility and tech sector sell-off dragged Apple's stock down, and it is now being sold under its pre-pandemic level. This presents a great opportunity.Growing in Right SegmentsSince I wrote my last article, Apple reported quarterly earnings in late April, and the results continue to demonstrate that Apple is focusing on the correct segments for growth and profitability. Overall revenue grew 9% YoY to $97.3 B, and they generated a whopping $28 B operating cash flow. Particularly, their Mac segment and services segment led the charge.Apple has been working on becoming self-sufficient and manufacturing key product components internally. A couple of years ago Apple took the noteworthy action of severing ties with Intel and making their own computer chips. The effort has been paying a great dividend. The Apple M1 (their own chip) has been performing very well against Intel and other chips on the market, and Mac sales have been very strong. Additionally, producing their own chips boosted the profit margins on Mac products.Strong performance by Apple Services segment (advertising, AppleCare, Cloud, Digital Content, Payment) is also welcome news for investors. The services segment is a 2x higher gross margin business (72.6%) than the products segment (36.4%), and it has higher growth potential from cloud and digital content. Assisted by its massive installed device base (1.8 B active devices), AppleCare has great potential for increasing revenue as well. Overall, the strong performance from Mac and Services shows that there are good days ahead.Performance by Segments (SEC Filings)Gross Margins of Apple by Segments (SEC Filings)Strong Revenue Growth TrajectoryApple has been growing at a solid pace (10% per year, 5-year average) in the past several years, and the revenue growth is accelerating. This acceleration is due to multiple factors. The first one is the continuing strong performance from new products, and there is no sign that this trend is going to end. During the last quarter, Apple released iPhone SE with 5 G technology, iPad Air with M1 chip, all-new Mac Studio, and all-new Apple Studio Display.As mentioned before, Apple currently has 1.8 B active device bases, and the number is expected to grow with the release of new products. The active base has been growing at about 100-150 million per year (1.4 B, 1.5 B, 1.65 B, and 1.8 B in 2019, 2020, 2021, and 2022, respectively). Also, this larger installed base will translate into greater revenue growth from AppleCare, advertising, and cloud services. Currently, Apple has about 785 M subscribers to these services.Data by YChartsFavorable Valuation Thanks to VolatilityOngoing volatility caused by supply chain disruption, inflation, war, and Federal Reserve's changing policies dragged the whole tech sector severely down. Nasdaq index is down from 16,000 in November 2021 to below 12,000. This volatility dragged great companies like Apple along, and now Apple stock is trading below its pre-pandemic level (current P/E ratio of 23.8x vs. pre-pandemic P/E around 25.5x). This presents a great opportunity for investors to grab Apple shares at a bargain.Nasdaq Index (CNBC)Intrinsic Value EstimationI used DCF model to estimate the intrinsic value of Apple. For the estimation, I utilized current EBITDA ($130 B) as a proxy for cash flow and WACC of 9.0% as the discount rate. For the base case, I assumed EBITDA growth of 20% (Sector median) for the next 5 years and zero growth afterwards (zero terminal growth). For the bullish and very bullish case, I assumed EBITDA growth of 22% and 24%, respectively, for the next 5 years and zero growth afterwards.The estimation revealed that the current stock price presents 20-30% upside. Given their technological superiority, organic/inorganic growth, and market dominance, I expect them to achieve this upside with ease.Price TargetUpsideBase Case$170.2316%Bullish Case$182.9224%Very Bullish Case$196.4134%The assumptions and data used for the price target estimation are summarized below:WACC: 9.0%EBITDA Growth Rate: 20% (Base Case), 22% (Bullish Case), 24% (Very Bullish Case)Current EBITDA: $130 BCurrent Stock Price: $147.11 (05/14/2022)Tax rate: 20%Cappuccino Stock RatingThe details of the metric is explained in this article.WeightingAAPLEconomic Moat Strength30%5Financial Strength30%4Growth Rate vs. Sector15%3Margin of Safety15%5Sector Outlook10%4Overall4.3Economic Moat Strength - 5/5Apple gets 5 out of 5. Apple is a clear leader with exceptional competitive edge. Their competitive edge stems from technological superiority, switching costs, and network effects.Financial Strength - 4/5Apple has $51.5 B in cash and a high covered ratio (45.13x), but their liquidity (current ratio at 0.93x and quick ratio of 0.76x) is in line with the sector.Growth Rate - 3/5Apple is growing at a pace consistent with their overall industry. Apple’s most recent annual revenue growth was 18.63% (vs. sector median of 19.98%). Given their leadership position and strong revenue, these revenue growth numbers are great. However, compared to hyper growth companies in the start-up or ramping-up phase with 50-60% growth rates, it’s hard to give out 4 or 5 stars.Margin of Safety - 5/5Apple is trading ~25% under intrinsic value at this point. The ongoing market volatility and tech sector struggles are providing a great opportunity to grab Apple’s shares under intrinsic value. Their P/E ratio is below pre-pandemic level, which just doesn't make sense.Sector Outlook - 4/5The tech sector will keep on growing at a rapid pace with new technology and markets, but the smartphone and laptop segments won’t be the fastest growing segment in tech. There will be adequate, but not exceptional, growth.RiskApple's main segment is still the iPhone, and competition within the smartphone market is only increasing and getting complex. Also, consumer preference is diversifying in terms of preferred features (camera quality, computing/memory performance, weight/size, etc.). The iPhone family still commands a leadership position based on technological superiority, switching cost, and brand image, so I don't expect Apple to struggle. However, I wouldn't expect large growth from the iPhone segment in the future.Global Smartphone Market Share (Counterpoint)As mentioned before, Apple has been moving towards self-sufficiency by manufacturing their own parts. So far, the effort has impacted the business in a positive way by improving margins and mitigating supply chain disruption. However, relying on their own parts can result in isolation, lower technological development, and less market penetration. One example is the Japanese cellphone makers (Panasonic, Sharp, or NEC). They were way ahead in terms of innovation, but they failed to achieve global success. This is an extreme case, and I don't expect this will be the problem for Apple. However, investors should monitor whether Apple is maintaining its cutting-edge technology as they transition towards being more self-sufficient.ConclusionApple has been an outstanding investment for a couple of decades at this point. Their technological superiority, brand image, and switching cost provide a great economic moat, and new products and services will keep their growth engine running. Based on their strong financials and market leading position, I expect Apple to excel in the foreseeable future. I expect 20-30% upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9064492230,"gmtCreate":1652357188920,"gmtModify":1676535083768,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064492230","repostId":"2234594795","repostType":4,"repost":{"id":"2234594795","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":1652349074,"share":"https://ttm.financial/m/news/2234594795?lang=&edition=fundamental","pubTime":"2022-05-12 17:51","market":"us","language":"en","title":"Nissan Warns of Flat Profit As Chip Shortage Becomes \"New Normal\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2234594795","media":"Reuters","summary":"(Reuters) - Nissan Motor Co expects flat operating profits this fiscal year, far below analysts' exp","content":"<html><head></head><body><p>(Reuters) - Nissan Motor Co expects flat operating profits this fiscal year, far below analysts&#39; expectations, as Japan&#39;s third-biggest carmaker grapples with a global chip shortage, rising material costs.</p><p>Nissan joins a growing list of global companies warning about worsening profitability as they cannot fully pass on soaring input costs to consumers and are bracing for more supply chain hold-ups following the Ukraine conflict.</p><p>Its bigger rival, Toyota Motor, said on Wednesday &#34;unprecedented&#34; hikes in raw material costs could slice a fifth off full-year profit.</p><p>Nissan expects sales to rise by 18.7% in the current financial year that began in April to 10 trillion yen ($77.6 billion). But operating profit would grow just 1% to 250 billion yen, below the 318.5 billion yen mean estimate from 19 analysts polled by Refinitiv.</p><p>&#34;Semiconductor shortage is a new normal, same as pandemic, and we have to live with it because this is not going to finish tomorrow morning,&#34; Nissan Chief Operating Officer Ashwani Gupta said during an earnings call.</p><p>Nissan CEO Makoto Uchida said the Japanese automaker supports its alliance partner Renault&#39;s    plans to separate its electric vehicle <a href=\"https://laohu8.com/S/EV\">$(EV)$</a> business, but further discussion was needed to see whether such a move would strengthen their alliance.</p><p>The French carmaker said in April all options were on the table for separating its EV business, including a possible public listing, as it seeks to catch up with rivals such as Tesla    and Volkswagen.</p><p>But the move has raised speculation that Renault may consider lowering its stake in Nissan.</p><p>Renault owns 43.4% of Nissan, which in turn has a 15% non-voting stake in the French company, and the structure of their partnership has long been a source of friction in Japan.</p><p>The car makers&#39; two-decade-old alliance, which includes <a href=\"https://laohu8.com/S/MMTOY\">Mitsubishi Motors</a>, was rocked by the 2018 ouster of alliance founder Carlos Ghosn amid a financial scandal. They have since pledged to pool more resources and work more closely together to make electric cars.</p><p>Nissan swung to an operating profit of 56 billion yen in the fourth quarter, helped by cost cuts and a sliding yen, versus a 19 billion yen loss in the same period a year earlier.</p><p>The result was better than an average 38.3 billion yen profit forecast from eight analysts polled by Refinitiv.</p><p>Nissan said previously the world semiconductor shortage caused its global production to fall for a fourth consecutive business year, with the latest decline being 11% drop year on year.</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>Nissan Warns of Flat Profit As Chip Shortage Becomes \"New Normal\"</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\">\nNissan Warns of Flat Profit As Chip Shortage Becomes \"New Normal\"\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\">2022-05-12 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Nissan Motor Co expects flat operating profits this fiscal year, far below analysts&#39; expectations, as Japan&#39;s third-biggest carmaker grapples with a global chip shortage, rising material costs.</p><p>Nissan joins a growing list of global companies warning about worsening profitability as they cannot fully pass on soaring input costs to consumers and are bracing for more supply chain hold-ups following the Ukraine conflict.</p><p>Its bigger rival, Toyota Motor, said on Wednesday &#34;unprecedented&#34; hikes in raw material costs could slice a fifth off full-year profit.</p><p>Nissan expects sales to rise by 18.7% in the current financial year that began in April to 10 trillion yen ($77.6 billion). But operating profit would grow just 1% to 250 billion yen, below the 318.5 billion yen mean estimate from 19 analysts polled by Refinitiv.</p><p>&#34;Semiconductor shortage is a new normal, same as pandemic, and we have to live with it because this is not going to finish tomorrow morning,&#34; Nissan Chief Operating Officer Ashwani Gupta said during an earnings call.</p><p>Nissan CEO Makoto Uchida said the Japanese automaker supports its alliance partner Renault&#39;s    plans to separate its electric vehicle <a href=\"https://laohu8.com/S/EV\">$(EV)$</a> business, but further discussion was needed to see whether such a move would strengthen their alliance.</p><p>The French carmaker said in April all options were on the table for separating its EV business, including a possible public listing, as it seeks to catch up with rivals such as Tesla    and Volkswagen.</p><p>But the move has raised speculation that Renault may consider lowering its stake in Nissan.</p><p>Renault owns 43.4% of Nissan, which in turn has a 15% non-voting stake in the French company, and the structure of their partnership has long been a source of friction in Japan.</p><p>The car makers&#39; two-decade-old alliance, which includes <a href=\"https://laohu8.com/S/MMTOY\">Mitsubishi Motors</a>, was rocked by the 2018 ouster of alliance founder Carlos Ghosn amid a financial scandal. They have since pledged to pool more resources and work more closely together to make electric cars.</p><p>Nissan swung to an operating profit of 56 billion yen in the fourth quarter, helped by cost cuts and a sliding yen, versus a 19 billion yen loss in the same period a year earlier.</p><p>The result was better than an average 38.3 billion yen profit forecast from eight analysts polled by Refinitiv.</p><p>Nissan said previously the world semiconductor shortage caused its global production to fall for a fourth consecutive business year, with the latest decline being 11% drop year on year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4527":"明星科技股","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2234594795","content_text":"(Reuters) - Nissan Motor Co expects flat operating profits this fiscal year, far below analysts' expectations, as Japan's third-biggest carmaker grapples with a global chip shortage, rising material costs.Nissan joins a growing list of global companies warning about worsening profitability as they cannot fully pass on soaring input costs to consumers and are bracing for more supply chain hold-ups following the Ukraine conflict.Its bigger rival, Toyota Motor, said on Wednesday \"unprecedented\" hikes in raw material costs could slice a fifth off full-year profit.Nissan expects sales to rise by 18.7% in the current financial year that began in April to 10 trillion yen ($77.6 billion). But operating profit would grow just 1% to 250 billion yen, below the 318.5 billion yen mean estimate from 19 analysts polled by Refinitiv.\"Semiconductor shortage is a new normal, same as pandemic, and we have to live with it because this is not going to finish tomorrow morning,\" Nissan Chief Operating Officer Ashwani Gupta said during an earnings call.Nissan CEO Makoto Uchida said the Japanese automaker supports its alliance partner Renault's    plans to separate its electric vehicle $(EV)$ business, but further discussion was needed to see whether such a move would strengthen their alliance.The French carmaker said in April all options were on the table for separating its EV business, including a possible public listing, as it seeks to catch up with rivals such as Tesla    and Volkswagen.But the move has raised speculation that Renault may consider lowering its stake in Nissan.Renault owns 43.4% of Nissan, which in turn has a 15% non-voting stake in the French company, and the structure of their partnership has long been a source of friction in Japan.The car makers' two-decade-old alliance, which includes Mitsubishi Motors, was rocked by the 2018 ouster of alliance founder Carlos Ghosn amid a financial scandal. They have since pledged to pool more resources and work more closely together to make electric cars.Nissan swung to an operating profit of 56 billion yen in the fourth quarter, helped by cost cuts and a sliding yen, versus a 19 billion yen loss in the same period a year earlier.The result was better than an average 38.3 billion yen profit forecast from eight analysts polled by Refinitiv.Nissan said previously the world semiconductor shortage caused its global production to fall for a fourth consecutive business year, with the latest decline being 11% drop year on year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065875604,"gmtCreate":1652180468208,"gmtModify":1676535046538,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4104037363994060","idStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065875604","repostId":"2234665417","repostType":4,"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9080941905,"gmtCreate":1649837669112,"gmtModify":1676534587079,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080941905","repostId":"1124293482","repostType":4,"repost":{"id":"1124293482","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":1649837279,"share":"https://ttm.financial/m/news/1124293482?lang=&edition=fundamental","pubTime":"2022-04-13 16:07","market":"us","language":"en","title":"Some Hot Chinese ADRs Gained in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1124293482","media":"Tiger Newspress","summary":"Bilibili, DiDi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng rose between 1% and 3%.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, DiDi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, <a href=\"https://laohu8.com/S/RLX\">RLX Technology</a> and XPeng rose between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/2e0d14c199c957554d11bc37d1436705\" tg-width=\"405\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Hot Chinese ADRs Gained in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Hot Chinese ADRs Gained in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-13 16:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>, DiDi, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, <a href=\"https://laohu8.com/S/LI\">Li Auto</a>, <a href=\"https://laohu8.com/S/NTES\">NetEase</a>, Pinduoduo, <a href=\"https://laohu8.com/S/RLX\">RLX Technology</a> and XPeng rose between 1% and 3%.</p><p><img src=\"https://static.tigerbbs.com/2e0d14c199c957554d11bc37d1436705\" tg-width=\"405\" tg-height=\"586\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","RLX":"雾芯科技","JD":"京东","BK4510":"在线教育","BK4085":"互动家庭娱乐","BK4099":"汽车制造商","BK4579":"人工智能","BK4563":"昨日强势股","LI":"理想汽车","QNETCN":"纳斯达克中美互联网老虎指数","BK4554":"元宇宙及AR概念","BILI":"哔哩哔哩","BK4075":"烟草","BK4566":"资本集团","BK4577":"网络游戏","BK4501":"段永平概念","09618":"京东集团-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124293482","content_text":"Bilibili, DiDi, JD.com, Li Auto, NetEase, Pinduoduo, RLX Technology and XPeng rose between 1% and 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019443680,"gmtCreate":1648630873111,"gmtModify":1676534368088,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9019443680","repostId":"1116605765","repostType":4,"repost":{"id":"1116605765","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1648630693,"share":"https://ttm.financial/m/news/1116605765?lang=&edition=fundamental","pubTime":"2022-03-30 16:58","market":"us","language":"en","title":"Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?","url":"https://stock-news.laohu8.com/highlight/detail?id=1116605765","media":"Benzinga","summary":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a ni","content":"<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Extends Winning Streak To 11 Sessions: Does The Rally Have More Legs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-30 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After languishing amid the tech-led market sell-off, <b>Apple, Inc.</b>(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.</p><p><img src=\"https://static.tigerbbs.com/82a0a708486ed6a18dd53641a3ec4550\" tg-width=\"685\" tg-height=\"375\" width=\"100%\" height=\"auto\"/></p><p><b>Apple Back In The Green:</b> Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.</p><p>Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.</p><p>Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.</p><p>The stock is now up about 4.2% year-to-date.</p><p><b>What&#39;s Driving The Rally?</b>Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant&#39;s key hardware launch events are back-end loaded.</p><p>This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its &#34;Peek Performance&#34; event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.</p><p>Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.</p><p>It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.</p><p>Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.</p><p>Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.</p><p><b>AAPL Price Action:</b> Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116605765","content_text":"After languishing amid the tech-led market sell-off, Apple, Inc.(NASDAQ: AAPL) shares have seen a nice recovery in recent sessions.Apple Back In The Green: Apple stock bottomed at $150.10 on March 14 before ending the session at $150.62. Since then, the stock has been higher for 11 straight sessions, the longest winning streak in about nine years.Thanks to the extended rally witnessed by the stock, it has turned positive for the year-to-date period.Apple stock ended 2021 with a gain of 34.6% and peaked at $182.94 on Jan. 4, 2022. It traced a down move until late January before staging a recovery, with the quarterly earnings report serving as the catalyst. Unable to break through resistance around $176, the stock faltered yet again and tumbled to the March 14 low.The stock is now up about 4.2% year-to-date.What's Driving The Rally?Apple typically has a lean patch in the first half of a calendar year, primarily because it is coming off a seasonally strong holiday quarter. Also, the tech giant's key hardware launch events are back-end loaded.This time around, the word on the Street is that the company has staggered, multiple launch events. Earlier this month, Apple hosted its \"Peek Performance\" event, where it unveiled the next iteration of its 5G-enabled iPhone SE budget phone.Apple also announced a new in-house, high-performance chip, the M1 Ultra, and a new Mac desktop and display.It is also rumored that Apple will announce a hardware subscription option, which according to Morgan Stanley analyst Katy Huberty will drive meaningful upside to the stock price.Also supporting the Apple rally is an alleviation in the geopolitical turbulence seen around the Russia-Ukraine war. This has increased appetites for risky investment bets, including equities.Is the worst phase over for Apple? The average analyst price target for Apple is $193.36, according to data compiled by TipRanks. This suggests the stock has further room to run. The consensus price target implies roughly 10% upside.AAPL Price Action: Apple shares gained 1.91% Tuesday, closing at $178.96, according to Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9078959677,"gmtCreate":1657622469199,"gmtModify":1676536035490,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Tongue]&nbsp;[Smile]&nbsp;","listText":"[Tongue]&nbsp;[Smile]&nbsp;","text":"[Tongue] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9078959677","repostId":"1187086464","repostType":4,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908858746,"gmtCreate":1659363170885,"gmtModify":1705979520702,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"🤣","listText":"🤣","text":"🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908858746","repostId":"1126736216","repostType":4,"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039635055,"gmtCreate":1646015445283,"gmtModify":1676534082523,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"Good article&nbsp;","listText":"Good article&nbsp;","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039635055","repostId":"1164799025","repostType":4,"repost":{"id":"1164799025","pubTimestamp":1646007211,"share":"https://ttm.financial/m/news/1164799025?lang=&edition=fundamental","pubTime":"2022-02-28 08:13","market":"sg","language":"en","title":"Higher Open Projected For Singapore Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1164799025","media":"RTTNews","summary":"The Singapore stock market on Friday halted the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just beneath the 3,295-point plateau ","content":"<html><head></head><body><p>The Singapore stock market on Friday halted the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just beneath the 3,295-point plateau and it&#39;s due for additional support on Monday.</p><p>The global forecast calls for volatility amidst the ongoing and very fluid Russian invasion of Ukraine, resulting sanctions and threats of nuclear deployment. The European and U.S.marketswere sharply higher on Friday and the Asian bourses are tipped to at least open higher on Monday.</p><p>The STI finished modestly higher on Friday following gains from the industrials and mixed performances from the financials and properties.</p><p>For the day, the index gained 18.41 points or 0.56 percent to finish at 3,294.47 after trading between 3,286.72 and 3,332.66. Volume was 1.5 billion shares worth 2.3 billion Singapore dollars. There were 327 gainers and 159 decliners.</p><p>Among the actives, Ascendas REIT was up 0.36 percent, while CapitaLand Integrated Commercial Trust rose 0.47 percent, City Developments jumped 1.85 percent, Comfort DelGro retreated 1.39 percent, Dairy Farm International advanced 0.76 percent, DBS Group collected 0.58 percent, Genting Singapore gained 0.65 percent, Hongkong Land lost 0.36 percent, Keppel Corp strengthened 1.71 percent, Mapletree Commercial Trust increased 0.56 percent, Oversea-Chinese Banking Corporation declined 1.25 percent, SATS rallied 2.02 percent, SembCorp Industries surged 4.49 percent, Singapore Airlines spiked 2.63 percent, Singapore Exchange improved 0.64 percent, Singapore Technologies Engineering fell 0.26 percent, SingTel soared 2.77 percent, Thai Beverage added 0.74 percent, United Overseas Bank shed 0.59 percent, Wilmar International climbed 1.14 percent, Yangzijiang Shipbuilding accelerated 2.19 percent and Mapletree Logistics Trust and Singapore Press Holdings were unchanged.</p><p>The lead from Wall Street is broadly positive as the major averages shook off a subdued open on Friday and accelerated as the day progressed, finishing near session highs.</p><p>The Dow surged 834.95 points or 2.51 percent to finish at 34,058.75, while the NASDAQ soared 221.02 points or 1.64 percent to end at 13,694.62 and the S&amp;P 500 jumped 95.95 points or 2.24 percent to close at 4,384.65. For the week, the Dow eased 0.1 percent, the NASDAQ gained 1.1 percent and the S&amp;P rose 0.8 percent.</p><p>The rally on Wall Street came as traders continued to pick up stocks at reduced levels following the sell-off in recent sessions on concerns about the Russian invasion of Ukraine.</p><p>The response over the weekend saw an increasing wave of sanctions against Russia, including disruptions to energy flows and financial access.</p><p>Crude oil futures settled lower Friday but posted a weekly gain as traders weighed the possibility of disruptions to global crude supplies due to the Russia-Ukraine conflict. West Texas Intermediate Crude oil futures for April ended down by $1.22 or about 1.3 percent at $91.59 a barrel.</p><p>Closer to home, Singapore will provide January figures for import, export ad producer prices later today. In December, import prices were up 14.4 percent on year, export prices rose 21.1 percent on year and producer prices jumped 22.0 percent on year.</p></body></html>","source":"lsy1626938412129","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>Higher Open Projected For Singapore 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\">\nHigher Open Projected For Singapore Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-28 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.rttnews.com/3265958/higher-open-projected-for-singapore-stock-market.aspx?type=acom><strong>RTTNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Singapore stock market on Friday halted the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just beneath the 3,295-point plateau ...</p>\n\n<a href=\"https://www.rttnews.com/3265958/higher-open-projected-for-singapore-stock-market.aspx?type=acom\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.rttnews.com/3265958/higher-open-projected-for-singapore-stock-market.aspx?type=acom","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164799025","content_text":"The Singapore stock market on Friday halted the five-day losing streak in which it had tumbled more than 165 points or 5 percent. The Straits Times Index now sits just beneath the 3,295-point plateau and it's due for additional support on Monday.The global forecast calls for volatility amidst the ongoing and very fluid Russian invasion of Ukraine, resulting sanctions and threats of nuclear deployment. The European and U.S.marketswere sharply higher on Friday and the Asian bourses are tipped to at least open higher on Monday.The STI finished modestly higher on Friday following gains from the industrials and mixed performances from the financials and properties.For the day, the index gained 18.41 points or 0.56 percent to finish at 3,294.47 after trading between 3,286.72 and 3,332.66. Volume was 1.5 billion shares worth 2.3 billion Singapore dollars. There were 327 gainers and 159 decliners.Among the actives, Ascendas REIT was up 0.36 percent, while CapitaLand Integrated Commercial Trust rose 0.47 percent, City Developments jumped 1.85 percent, Comfort DelGro retreated 1.39 percent, Dairy Farm International advanced 0.76 percent, DBS Group collected 0.58 percent, Genting Singapore gained 0.65 percent, Hongkong Land lost 0.36 percent, Keppel Corp strengthened 1.71 percent, Mapletree Commercial Trust increased 0.56 percent, Oversea-Chinese Banking Corporation declined 1.25 percent, SATS rallied 2.02 percent, SembCorp Industries surged 4.49 percent, Singapore Airlines spiked 2.63 percent, Singapore Exchange improved 0.64 percent, Singapore Technologies Engineering fell 0.26 percent, SingTel soared 2.77 percent, Thai Beverage added 0.74 percent, United Overseas Bank shed 0.59 percent, Wilmar International climbed 1.14 percent, Yangzijiang Shipbuilding accelerated 2.19 percent and Mapletree Logistics Trust and Singapore Press Holdings were unchanged.The lead from Wall Street is broadly positive as the major averages shook off a subdued open on Friday and accelerated as the day progressed, finishing near session highs.The Dow surged 834.95 points or 2.51 percent to finish at 34,058.75, while the NASDAQ soared 221.02 points or 1.64 percent to end at 13,694.62 and the S&P 500 jumped 95.95 points or 2.24 percent to close at 4,384.65. For the week, the Dow eased 0.1 percent, the NASDAQ gained 1.1 percent and the S&P rose 0.8 percent.The rally on Wall Street came as traders continued to pick up stocks at reduced levels following the sell-off in recent sessions on concerns about the Russian invasion of Ukraine.The response over the weekend saw an increasing wave of sanctions against Russia, including disruptions to energy flows and financial access.Crude oil futures settled lower Friday but posted a weekly gain as traders weighed the possibility of disruptions to global crude supplies due to the Russia-Ukraine conflict. West Texas Intermediate Crude oil futures for April ended down by $1.22 or about 1.3 percent at $91.59 a barrel.Closer to home, Singapore will provide January figures for import, export ad producer prices later today. In December, import prices were up 14.4 percent on year, export prices rose 21.1 percent on year and producer prices jumped 22.0 percent on year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9072784344,"gmtCreate":1658103208688,"gmtModify":1676536104998,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072784344","repostId":"2252759644","repostType":4,"repost":{"id":"2252759644","pubTimestamp":1658099935,"share":"https://ttm.financial/m/news/2252759644?lang=&edition=fundamental","pubTime":"2022-07-18 07:18","market":"us","language":"en","title":"Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2252759644","media":"Yahoo Finance","summary":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results","content":"<html><head></head><body><p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).</p><p>Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.</p><p>S&amp;P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.</p><p><img src=\"https://community-static.tradeup.com/news/d7ae8e53a71e929a24ff39611f587b22\" tg-width=\"705\" tg-height=\"413\" width=\"100%\" height=\"auto\"/></p><p>On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSet</p><p>The estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&amp;P 500 will be higher for the rest of the year.</p><p>“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”</p><p>U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June&#39;s shock inflation report. All three major benchmarks finished lower for the week.</p><p>On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.</p><p>The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.</p><p>Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.</p><p>Tesla earnings will also be in focus after the close on Wednesday.</p><p>Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a &#34;super bad feeling&#34; about the economy and said the company is set to trim about 10% of jobs and &#34;pause all hiring worldwide&#34; as fears of a recession grow.</p><p>Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.</p><p>Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson &amp; Johnson (JNJ), United Airlines (UAL), AT&amp;T (T), and Snap (SNAP).</p><h2>Economic worries continue</h2><p>Last week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.</p><p>On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.</p><p>Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.</p><p>“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”</p><p>If the Federal Reserve places too much emphasis on June&#39;s CPI reading, the Federal Reserve &#34;risks creating a sense of panic,&#34; Andy Sparks, head of portfolio management research at MSCI said in a note.</p><p>&#34;It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.&#34;</p><p>Economists at Bank of America said last week they now expect a &#34;mild recession&#34; this year. The firm&#39;s equity strategists also updated their S&amp;P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.</p><p>The benchmark was down roughly 19.5% as of Friday&#39;s close.</p><p>On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.</p><p>The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.</p><p>Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.</p><p>—</p><h2><b>Economic calendar</b></h2><h2></h2><p><b>Monday:</b> <b><i>NAHB Housing Market Index</i></b>, July (66 expected, 67 during prior month), <b><i>Net Long-Term TIC Outflows</i></b>, May ($87.7 billion during prior month), <b><i>Total Net TIC Outflows</i></b>, May (1.3 billion during prior month)</p><p><b>Tuesday:</b> <b><i>Housing starts</i></b>, June (1.590 million expected, 1.549 million during prior month), <b><i>Building permits</i></b>, June (1.673 million expected, 1.695 million during prior month), <b><i>Housing starts</i></b>, month-over-month, June (2.7% expected, -14.4% during prior month), <b><i>Building permits</i></b>, month-over-month, April (-1.3% expected, -7.0% during prior month)</p><p><b>Wednesday:</b> <b><i>MBA Mortgage Applications</i></b>, week ended July 15 (-1.7% during prior week), <b><i>Existing Home Sales</i></b>, June (5.40 million expected, 5.41 million during prior month), <b><i>Existing Home Sales</i></b>, month-over-month, June (-0.2% expected, -3.4% during prior month)</p><p><b>Thursday:</b> <b><i>Philadelphia Fed Business Outlook Index</i></b>, July (-1.0 expected, -3.3 during prior month), <b><i>Initial jobless claims</i></b>, week ended July 16 (240,000 expected, 244,000 during prior week), <b><i>Continuing claims</i></b>, week ended July 9 (1.345 million expected, 1.331 during prior week), <b><i>Leading Index</i></b>, June (-0.5% expected, -0.4% in during prior month)</p><p><b>Friday: </b><b><i>S&amp;P Global U.S. Manufacturing PMI</i></b>, July preliminary (51.8 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Global Services PMI</i></b>, July preliminary (52.4 expected, 52.7 during prior month), <b><i>S&amp;P Global U.S. Composite PMI,</i></b> July preliminary (52.3 during prior month)</p><p>—</p><h2>Earnings calendar</h2><p><img src=\"https://community-static.tradeup.com/news/8c9e131abc6828c39999a90853cc1ce4\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Monday:</b></p><p>Before market open: <b>Bank of America</b> (BAC), <b>Goldman Sachs</b> (GS), <b>Charles Schwab</b> (SCHW), <b><a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a></b> (SYF), <b>Prologis</b> (PLD)</p><p>After market close: <b><a href=\"https://laohu8.com/S/IBM\">IBM</a></b> (IBM)</p><p><b>Tuesday:</b></p><p>Before market open: <b>Johnson &amp; Johnson</b> (JNJ), <b>Truist Financial</b> (TFC), <b>Interactive Brokers</b> (IBKR), <b>J.B. Hunt Transport</b> (JBHT), <b><a href=\"https://laohu8.com/S/CALM\">Cal-Maine Foods</a></b> (CALM), <b><a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></b> (ALLY), <b>Lockheed Martin</b> (LMT), <b>Hasbro</b> (HAS), <b>Halliburton</b> (HAL)</p><p>After market close: <b>Netflix</b> (NFLX)</p><p><b>Wednesday:</b></p><p>Before market open: <b>Biogen</b> (BIIB), <b>Baker Hughes</b> (BKR), <b>Comerica</b> (CMA), <b>Nasdaq</b> (NDAQ), <b>Abbott Laboratories</b> (ABT), <b>Northern Trust</b> (NTRS)</p><p>After market close: <b>Tesla</b> (TSLA), <b>United Airlines</b> (UAL), <b>Knight-Swift Transportation</b> (KNX), <b><a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a></b> (STLD), <b>Discover Financial</b> (DFS), <b>Equifax</b> (EFX), <b><a href=\"https://laohu8.com/S/ELV\">Elevance Health</a></b> (ELV), <b>Alcoa</b> (AA), <b>FNB</b> (FNB)</p><p><b>Thursday:</b></p><p>Before market open: <b>AT&amp;T</b> (T), <b>Travelers </b>(TRV),<b> D.R. Horton</b> (DHI), <b>Blackstone</b> (BX), <b>Union Pacific </b>(UNP), <b>American Airlines </b>(AAL), <b>Dow</b> (DOW), <b>Nokia</b> (NOK), <b>Danaher</b> (DHR), <b><a href=\"https://laohu8.com/S/FITBO\">Fifth Third Bancorp</a> </b>(FITB), <b>Tractor Supply</b> (TSCO), <b>Marsh McLennan</b> (MMC), <b>Interpublic</b> (IPG)</p><p>After market close: <b>Snap</b> (SNAP), <b>Mattel</b> (MAT), <b>PPG Industries</b> (PPG),<b> Domino’s </b>(DPZ), <b>Tenet Healthcare</b> (THC), <b>Boston Beer </b>(SAM),</p><p><b>Friday:</b></p><p>Before market open: <b>Twitter</b> (TWTR), <b>American Express</b> (AXP), <b>Verizon Communications </b>(VZ), <b>HCA Healthcare</b> (HCA), <b>Schlumberger</b> (SLB), <b>Regions Financial</b> (RF), <b>Cleveland-Cliffs</b> (CLF)</p><p>After market close: <i>No notable reports scheduled for release.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know 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\">\nEarnings Season Including Tesla and Netflix Heats up Amid Renewed Recession Calls: What to Know This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 07:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors ...</p>\n\n<a href=\"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","NFLX":"奈飞"},"source_url":"https://finance.yahoo.com/news/what-to-know-this-week-july-17-2022-170058583.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252759644","content_text":"The stakes are high on Wall Street this week as quarterly earnings seasons heats up with key results expected from companies including Netflix (NFLX), Tesla (TSLA), and Twitter (TWTR).Investors reeling from Wednesday’s CPI data may be dealt another blow if corporate financials show meaningful profit slowdowns, with higher costs, rising interest rates, and a potential slowdown in consumer spending all themes to watch.S&P 500 companies are expected to grow earnings at an estimated annual pace of 4.0% in the second quarter, the slowest rate of growth since year-end 2020 if realized, according to research from FactSet.On June 30, the estimated earnings growth rate for Q2 2022 was 4.0%.FactSetThe estimated net profit margin for the quarter is 12.4%, a figure that would mark the second straight quarter in which the net profit margin for the index has declined year-over-year. Despite persistent headwinds, however, analysts project net profit margins for the S&P 500 will be higher for the rest of the year.“Investors will be looking for clarity during this earnings season on how companies are navigating rising costs and wages,” Treasury Partners chief investment officer Richard Saperstein said in a note, adding current earnings per share estimates are “overoptimistic given the deteriorating macroeconomic backdrop.”U.S. stocks rallied Friday but failed to recover from a turbulent week wrought by June's shock inflation report. All three major benchmarks finished lower for the week.On the earnings front this coming week, big tech results will begin rolling in, starting with Netflix results coming after the market close on Tuesday.The streaming giant expects to report a loss of 2 million subscribers in the second quarter, a key metric for investors.Shares have nosedived 70% year-to-date amid a broader rout in growth stocks.Tesla earnings will also be in focus after the close on Wednesday.Despite a COVID-related shutdown of its factory in China during the quarter, shipments from its Shanghai plant rebounded last month to hit a record. However, last month, CEO Elon Musk warned of a \"super bad feeling\" about the economy and said the company is set to trim about 10% of jobs and \"pause all hiring worldwide\" as fears of a recession grow.Tesla’s results also come as Musk prepares to battle Twitter in court after pulling out of a deal to purchase the social media platform. Twitter is scheduled to report quarterly results before the bell on Friday.Other notable names set to unveil their results include Bank of America (BAC) and Goldman Sachs (GS) wrapping up bank earnings on Monday, Johnson & Johnson (JNJ), United Airlines (UAL), AT&T (T), and Snap (SNAP).Economic worries continueLast week, inflation data showed consumer prices accelerated 9.1% year-over-year in June, the fastest annual pace since November 1981.On Wall Street, the figure spurred a wave of speculation that Federal Reserve officials may raise interest rates 100 basis points when they meet later this month. The move would mark the largest interest rate increase in three decades.Analysts at Barclays led by Ajay Rajadhyaksha considered talks of a full percentage hike an “overreaction” in note to clients Wednesday.“We also believe that if the Fed genuinely wants to hike 100bp in July, they would need to signal it to markets before the black-out period starts on July 16,” Barclays said. “Yes, they broke forward guidance at the June meeting by going 75bp despite ruling that out earlier, but the CPI report that month came well into the blackout period, and they felt like they needed to seize control of the inflation narrative.”If the Federal Reserve places too much emphasis on June's CPI reading, the Federal Reserve \"risks creating a sense of panic,\" Andy Sparks, head of portfolio management research at MSCI said in a note.\"It also runs the risk of overshooting and pushing an economy that had been showing signs of weakness into a full scale recession.\"Economists at Bank of America said last week they now expect a \"mild recession\" this year. The firm's equity strategists also updated their S&P 500 target to imply the index will fall 25% from its record high reached on Jan. 3, noting that the average drop in the stock market seen during recessions is 31%.The benchmark was down roughly 19.5% as of Friday's close.On Thursday, Federal Reserve Board of Governors member Christopher Waller said he would be open to backing an increase of one full percentage point if upcoming economic releases point to strong consumer spending but maintained his support for a 0.75% rate.The comments came on the heels of a similar signal made by Atlanta Fed President Raphael Bostic Wednesday, told reporters in St. Petersburg, Florida that “everything is in play” when asked about the possibility of a full percentage point hike.Data on retail sales and inflation expectations out Friday, however, appeared to temper some investor belief that a 1% rate increase will be coming later this month. According to data from the CME Group, markets are now pricing in a 29% chance of a 100 basis point move this month; on Thursday morning, this figure stood north of 80%.—Economic calendarMonday: NAHB Housing Market Index, July (66 expected, 67 during prior month), Net Long-Term TIC Outflows, May ($87.7 billion during prior month), Total Net TIC Outflows, May (1.3 billion during prior month)Tuesday: Housing starts, June (1.590 million expected, 1.549 million during prior month), Building permits, June (1.673 million expected, 1.695 million during prior month), Housing starts, month-over-month, June (2.7% expected, -14.4% during prior month), Building permits, month-over-month, April (-1.3% expected, -7.0% during prior month)Wednesday: MBA Mortgage Applications, week ended July 15 (-1.7% during prior week), Existing Home Sales, June (5.40 million expected, 5.41 million during prior month), Existing Home Sales, month-over-month, June (-0.2% expected, -3.4% during prior month)Thursday: Philadelphia Fed Business Outlook Index, July (-1.0 expected, -3.3 during prior month), Initial jobless claims, week ended July 16 (240,000 expected, 244,000 during prior week), Continuing claims, week ended July 9 (1.345 million expected, 1.331 during prior week), Leading Index, June (-0.5% expected, -0.4% in during prior month)Friday: S&P Global U.S. Manufacturing PMI, July preliminary (51.8 expected, 52.7 during prior month), S&P Global U.S. Global Services PMI, July preliminary (52.4 expected, 52.7 during prior month), S&P Global U.S. Composite PMI, July preliminary (52.3 during prior month)—Earnings calendarMonday:Before market open: Bank of America (BAC), Goldman Sachs (GS), Charles Schwab (SCHW), Synchrony Financial (SYF), Prologis (PLD)After market close: IBM (IBM)Tuesday:Before market open: Johnson & Johnson (JNJ), Truist Financial (TFC), Interactive Brokers (IBKR), J.B. Hunt Transport (JBHT), Cal-Maine Foods (CALM), Ally Financial (ALLY), Lockheed Martin (LMT), Hasbro (HAS), Halliburton (HAL)After market close: Netflix (NFLX)Wednesday:Before market open: Biogen (BIIB), Baker Hughes (BKR), Comerica (CMA), Nasdaq (NDAQ), Abbott Laboratories (ABT), Northern Trust (NTRS)After market close: Tesla (TSLA), United Airlines (UAL), Knight-Swift Transportation (KNX), Steel Dynamics (STLD), Discover Financial (DFS), Equifax (EFX), Elevance Health (ELV), Alcoa (AA), FNB (FNB)Thursday:Before market open: AT&T (T), Travelers (TRV), D.R. Horton (DHI), Blackstone (BX), Union Pacific (UNP), American Airlines (AAL), Dow (DOW), Nokia (NOK), Danaher (DHR), Fifth Third Bancorp (FITB), Tractor Supply (TSCO), Marsh McLennan (MMC), Interpublic (IPG)After market close: Snap (SNAP), Mattel (MAT), PPG Industries (PPG), Domino’s (DPZ), Tenet Healthcare (THC), Boston Beer (SAM),Friday:Before market open: Twitter (TWTR), American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), Schlumberger (SLB), Regions Financial (RF), Cleveland-Cliffs (CLF)After market close: No notable reports scheduled for release.","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9017904517,"gmtCreate":1649731381421,"gmtModify":1676534559942,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9017904517","repostId":"2226380366","repostType":4,"repost":{"id":"2226380366","pubTimestamp":1649729614,"share":"https://ttm.financial/m/news/2226380366?lang=&edition=fundamental","pubTime":"2022-04-12 10:13","market":"us","language":"en","title":"Get Ready For Amazon's Worst Quarter In History","url":"https://stock-news.laohu8.com/highlight/detail?id=2226380366","media":"seekingalpha","summary":"From a valuation perspective, Amazon (NASDAQ:AMZN) has been my favorite big tech play for quite a wh","content":"<html><head></head><body><p>From a valuation perspective, Amazon (NASDAQ:AMZN) has been my favorite big tech play for quite a while. As I previously detailed, Amazon was cheaper than Microsoft (MSFT) on many metrics, including EV/EBITDA and P/OCF. Since then, which was January 25th, it has rallied 9% and at <a href=\"https://laohu8.com/S/AONE.U\">one</a> point was up 20%. It&#39;s still cheap but might not appear so after they report what will seem like disastrous 1st quarter earnings.</p><p>Why? Well, it goes back to what I mentioned in my February 7th piece about their buyback and stake in Rivian (RIVN):</p><blockquote>After Amazon released 4th quarter earnings on February 3rd, most of the commentary you saw was related to things like the 40% growth for AWS, the price hike on Prime, and the $11.8 billion gain on Rivian stake. The latter of which were unrealized gains, using mark to market pricing as of December 31st when Rivian stock was north of $100. Assuming Rivian is below that on March 31st, it will actually have the opposite effect on 1st quarter&#39;s numbers, contributing negative EPS on a GAAP basis.</blockquote><h2>How mark-to-market accounting works</h2><p>Each quarter public companies must adjust the valuations they list for any securities owned, based on their most recent trading price. For stocks, that means whatever price they ended the day at, per the last trading day of the quarter.</p><p>In the case of their Rivian stake, Amazon will need to use the price as of Thursday, March 31st. That will be $50.24. Contrast that to December 31st of last year, when it was $103.69. That&#39;s almost 52% lower.</p><p>Even though it was an unrealized gain, Rivian contributed 82% of Amazon&#39;s GAAP profits for 4th quarter. $14.3 billion total, with $11.8 billion coming from Rivian. If it weren&#39;t for this, the headline EPS would have better reflected the fact that their overall operating income was down nearly 50%; $3.5 billion vs. $6.9B for the 4th quarter a year prior. Yet, the stock rallied hard post-earnings.</p><h2>So how bad will 1st quarter be?</h2><p>For starters, 4th quarter&#39;s 50% decline in operating income was of zero concern to me. They intentionally suppress taxable earnings by reinvesting in growth. Ignore the depreciation and amortization. Follow their cash flow. As previously outlined, my favorite metrics for valuing Amazon are EV/EBITDA and P/OCF.</p><p>However, if focusing on operating income, what we should expect is something between $3-6 billion, as that is what the company guided. Though I would wager on the lower end of that, given the continuously worsening macro headwinds.</p><p>Consumer sentiment is at an 11-year low. The Russian invasion, surging interest rates, and out-of-control inflation no doubt play a part. As for me personally, who remembers every number but never a name, I have been shocked at the series of recent price hikes at Whole Foods. I know I&#39;m not in the mood to spend more there when many 365 brand staples I&#39;ve been buying for years are up 25-40% since last summer.</p><p>Supply chains and labor shortages aren&#39;t helping. Jassy had already warned about &#34;several billion of additional costs&#34; related to that manifesting in 4th quarter. Will we see a similar in Q1?</p><p>Let&#39;s just hypothetically say the operating earnings come in at $3-6 billion. Now we have to factor in the mark-to-market of their Rivian stock.</p><h4>The nosedive in Rivian</h4><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/8/saupload_ecf69d86f7e4fb958bb699d6e275644a.png\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Amazon&#39;s 158 million shares were worth $16.4 billion as of December 31st. They counted the fair value as $15.6 billion. Per their 10-K, this reflects a discount of $800 million &#34;due to regulatory sales restrictions&#34; on some shares (about 5%).</p><p>If we assume the same 5% discount for Q1, we get a value of $7.54 billion for their Rivian stake. Subtract that from the December 31st value of $16.4 billion. It results in a mark-to-market loss of $8.86 billion.</p><p>Based on the company&#39;s own guidance of $3-6 billion in operating income for Q1, it implies a quarterly loss of $2.86 to $5.86 billion.</p><p>With 509 million shares outstanding, that will be an EPS in the neighborhood of ($5.62) to ($11.51). Non-adjusted of course.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/4/10/6441231-16495998015536249.png\" tg-width=\"640\" tg-height=\"96\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Amazon&#39;s 2021 Form 10-K</p><p>Yes, they have other investments, so it&#39;s possible - but unlikely - there will be a mark-to-market gain elsewhere. As of December 31st, their equity and equity warrant investments in public companies totaled $20.3 billion. Of that, Rivian represented around 80%. As you can guess, any mark-to-market right now on the other 20% is more likely to harm than help.</p><h3>Amazon&#39;s biggest quarterly loss in history</h3><p>Aside from this upcoming quarter, their biggest loss in history was 22 years ago. In the 4th quarter of 2000, they had a net loss of $545 million. This quarter&#39;s loss will be 5-10x larger.</p><p>Of course, on a relative basis, losing up to $5 billion or so is pocket change for the $1.6 trillion market cap which the company is today.</p><h2>What should you expect when earnings hit the tape?</h2><p>While they have not yet announced the date for earnings, it is predicted to be Thursday, May 5th. That makes sense. Amazon always releases on Thursdays, after market close, and it&#39;s usually that number of weeks into the new quarter.</p><p>As an investor of over 20 years, I&#39;ve often found that earnings reactions seem to have more correlation with the mood of the market that day, rather than the fundamentals being reported by the company.</p><p>Even though this upcoming quarterly loss is well known, so was the case with Q4&#39;s gain from Rivian. Yet when Q4 earnings came out, pundits seemed to be more focused on the blowout headline numbers, rather than how they were constructed.</p><p>In short, it&#39;s anyone&#39;s guess as to how the after-hours action will play out, as well as the days that follow. If it results in significant weakness, I certainly will be adding. Yes, it&#39;s easy to get burned in AH buying, because it will often drop even further the following day and thereafter. Facebook (FB) is a recent example of that.</p><p>On the flip side, sometimes you make out like a bandit from a temporary algorithmically driven dip. I acquired my entire Coupa (COUP) stake in after-hours on March 14th for $65 when they reported earnings. From what I recall, that was about a 30% drop in after-hours. It never even hit that print the next day and now, it&#39;s $104.</p><p>Coupa is a $7 billion company. Amazon is over 200x larger. Obviously, the market is more efficient at scale. When I talk about a potential buying opportunity for Amazon in after-hours, I&#39;m thinking more like a decline of one or two hundred. If I get burned with an AH purchase of Amazon, I have zero concerns, as I believe it&#39;s the strongest among FAAMNG for the rest of the year.</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>Get Ready For Amazon's Worst Quarter In History</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\">\nGet Ready For Amazon's Worst Quarter In History\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500771-amazon-worst-quarter-in-history><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>From a valuation perspective, Amazon (NASDAQ:AMZN) has been my favorite big tech play for quite a while. As I previously detailed, Amazon was cheaper than Microsoft (MSFT) on many metrics, including ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500771-amazon-worst-quarter-in-history\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","AMZN":"亚马逊","BK4535":"淡马锡持仓","BK4579":"人工智能","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4561":"索罗斯持仓","BK4581":"高盛持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4500771-amazon-worst-quarter-in-history","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2226380366","content_text":"From a valuation perspective, Amazon (NASDAQ:AMZN) has been my favorite big tech play for quite a while. As I previously detailed, Amazon was cheaper than Microsoft (MSFT) on many metrics, including EV/EBITDA and P/OCF. Since then, which was January 25th, it has rallied 9% and at one point was up 20%. It's still cheap but might not appear so after they report what will seem like disastrous 1st quarter earnings.Why? Well, it goes back to what I mentioned in my February 7th piece about their buyback and stake in Rivian (RIVN):After Amazon released 4th quarter earnings on February 3rd, most of the commentary you saw was related to things like the 40% growth for AWS, the price hike on Prime, and the $11.8 billion gain on Rivian stake. The latter of which were unrealized gains, using mark to market pricing as of December 31st when Rivian stock was north of $100. Assuming Rivian is below that on March 31st, it will actually have the opposite effect on 1st quarter's numbers, contributing negative EPS on a GAAP basis.How mark-to-market accounting worksEach quarter public companies must adjust the valuations they list for any securities owned, based on their most recent trading price. For stocks, that means whatever price they ended the day at, per the last trading day of the quarter.In the case of their Rivian stake, Amazon will need to use the price as of Thursday, March 31st. That will be $50.24. Contrast that to December 31st of last year, when it was $103.69. That's almost 52% lower.Even though it was an unrealized gain, Rivian contributed 82% of Amazon's GAAP profits for 4th quarter. $14.3 billion total, with $11.8 billion coming from Rivian. If it weren't for this, the headline EPS would have better reflected the fact that their overall operating income was down nearly 50%; $3.5 billion vs. $6.9B for the 4th quarter a year prior. Yet, the stock rallied hard post-earnings.So how bad will 1st quarter be?For starters, 4th quarter's 50% decline in operating income was of zero concern to me. They intentionally suppress taxable earnings by reinvesting in growth. Ignore the depreciation and amortization. Follow their cash flow. As previously outlined, my favorite metrics for valuing Amazon are EV/EBITDA and P/OCF.However, if focusing on operating income, what we should expect is something between $3-6 billion, as that is what the company guided. Though I would wager on the lower end of that, given the continuously worsening macro headwinds.Consumer sentiment is at an 11-year low. The Russian invasion, surging interest rates, and out-of-control inflation no doubt play a part. As for me personally, who remembers every number but never a name, I have been shocked at the series of recent price hikes at Whole Foods. I know I'm not in the mood to spend more there when many 365 brand staples I've been buying for years are up 25-40% since last summer.Supply chains and labor shortages aren't helping. Jassy had already warned about \"several billion of additional costs\" related to that manifesting in 4th quarter. Will we see a similar in Q1?Let's just hypothetically say the operating earnings come in at $3-6 billion. Now we have to factor in the mark-to-market of their Rivian stock.The nosedive in RivianData by YChartsAmazon's 158 million shares were worth $16.4 billion as of December 31st. They counted the fair value as $15.6 billion. Per their 10-K, this reflects a discount of $800 million \"due to regulatory sales restrictions\" on some shares (about 5%).If we assume the same 5% discount for Q1, we get a value of $7.54 billion for their Rivian stake. Subtract that from the December 31st value of $16.4 billion. It results in a mark-to-market loss of $8.86 billion.Based on the company's own guidance of $3-6 billion in operating income for Q1, it implies a quarterly loss of $2.86 to $5.86 billion.With 509 million shares outstanding, that will be an EPS in the neighborhood of ($5.62) to ($11.51). Non-adjusted of course.Amazon's 2021 Form 10-KYes, they have other investments, so it's possible - but unlikely - there will be a mark-to-market gain elsewhere. As of December 31st, their equity and equity warrant investments in public companies totaled $20.3 billion. Of that, Rivian represented around 80%. As you can guess, any mark-to-market right now on the other 20% is more likely to harm than help.Amazon's biggest quarterly loss in historyAside from this upcoming quarter, their biggest loss in history was 22 years ago. In the 4th quarter of 2000, they had a net loss of $545 million. This quarter's loss will be 5-10x larger.Of course, on a relative basis, losing up to $5 billion or so is pocket change for the $1.6 trillion market cap which the company is today.What should you expect when earnings hit the tape?While they have not yet announced the date for earnings, it is predicted to be Thursday, May 5th. That makes sense. Amazon always releases on Thursdays, after market close, and it's usually that number of weeks into the new quarter.As an investor of over 20 years, I've often found that earnings reactions seem to have more correlation with the mood of the market that day, rather than the fundamentals being reported by the company.Even though this upcoming quarterly loss is well known, so was the case with Q4's gain from Rivian. Yet when Q4 earnings came out, pundits seemed to be more focused on the blowout headline numbers, rather than how they were constructed.In short, it's anyone's guess as to how the after-hours action will play out, as well as the days that follow. If it results in significant weakness, I certainly will be adding. Yes, it's easy to get burned in AH buying, because it will often drop even further the following day and thereafter. Facebook (FB) is a recent example of that.On the flip side, sometimes you make out like a bandit from a temporary algorithmically driven dip. I acquired my entire Coupa (COUP) stake in after-hours on March 14th for $65 when they reported earnings. From what I recall, that was about a 30% drop in after-hours. It never even hit that print the next day and now, it's $104.Coupa is a $7 billion company. Amazon is over 200x larger. Obviously, the market is more efficient at scale. When I talk about a potential buying opportunity for Amazon in after-hours, I'm thinking more like a decline of one or two hundred. If I get burned with an AH purchase of Amazon, I have zero concerns, as I believe it's the strongest among FAAMNG for the rest of the year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9076274587,"gmtCreate":1657858709549,"gmtModify":1676536074106,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076274587","repostId":"2251138110","repostType":4,"isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9082840639,"gmtCreate":1650552765409,"gmtModify":1676534750593,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;[Happy]&nbsp;","listText":"[Happy]&nbsp;[Happy]&nbsp;","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082840639","repostId":"1165680755","repostType":4,"repost":{"id":"1165680755","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":1650548817,"share":"https://ttm.financial/m/news/1165680755?lang=&edition=fundamental","pubTime":"2022-04-21 21:46","market":"us","language":"en","title":"Airline Stocks Rallied in Morning Trading, with United Continental and American Airlines Rising Over 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165680755","media":"Tiger Newspress","summary":"Airline stocks rallied in morning trading, with United Continental and American Airlines rising over","content":"<html><head></head><body><p>Airline stocks rallied in morning trading, with United Continental and American Airlines rising over 9%.</p><p><img src=\"https://static.tigerbbs.com/80bfa2f30dba7e0d3ed7319402cbf3c8\" tg-width=\"321\" tg-height=\"191\" width=\"100%\" height=\"auto\"/></p><p>For the first quarter of 2022, American (ticker: AAL) posted a loss of $2.52 a share. Excluding special items, the company posted a loss of $2.32 a share, narrower than estimates that called for a loss of $2.39. Revenue was $8.9 billion, above Wall Street forecasts for $8.79 billion, and in line with American&#39;s preliminary results that guided for $8.89 billion in revenue.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Airline Stocks Rallied in Morning Trading, with United Continental and American Airlines Rising Over 9%</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\">\nAirline Stocks Rallied in Morning Trading, with United Continental and American Airlines Rising Over 9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-21 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Airline stocks rallied in morning trading, with United Continental and American Airlines rising over 9%.</p><p><img src=\"https://static.tigerbbs.com/80bfa2f30dba7e0d3ed7319402cbf3c8\" tg-width=\"321\" tg-height=\"191\" width=\"100%\" height=\"auto\"/></p><p>For the first quarter of 2022, American (ticker: AAL) posted a loss of $2.52 a share. Excluding special items, the company posted a loss of $2.32 a share, narrower than estimates that called for a loss of $2.39. Revenue was $8.9 billion, above Wall Street forecasts for $8.79 billion, and in line with American&#39;s preliminary results that guided for $8.89 billion in revenue.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UAL":"联合大陆航空","AAL":"美国航空"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165680755","content_text":"Airline stocks rallied in morning trading, with United Continental and American Airlines rising over 9%.For the first quarter of 2022, American (ticker: AAL) posted a loss of $2.52 a share. Excluding special items, the company posted a loss of $2.32 a share, narrower than estimates that called for a loss of $2.39. Revenue was $8.9 billion, above Wall Street forecasts for $8.79 billion, and in line with American's preliminary results that guided for $8.89 billion in revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039748884,"gmtCreate":1646139038752,"gmtModify":1676534094956,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039748884","repostId":"1103960032","repostType":4,"repost":{"id":"1103960032","pubTimestamp":1646132547,"share":"https://ttm.financial/m/news/1103960032?lang=&edition=fundamental","pubTime":"2022-03-01 19:02","market":"us","language":"en","title":"Should You Buy Stocks Now? Here's What Warren Buffett Thinks","url":"https://stock-news.laohu8.com/highlight/detail?id=1103960032","media":"Motley Fool","summary":"Buffett's latest letter to Berkshire Hathaway shareholders revealed the legendary investor's present mindset.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Buffett doesn&#39;t think there are many stocks to get excited about right now.</li><li>His focus is on picking businesses and not overpaying for them.</li><li>Investors can apply Buffett&#39;s approach to their own strategies.</li></ul><p>Warren Buffett once famously said, &#34;We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.&#34; It could be somewhat challenging for investors to apply this maxim in today&#39;s stock market environment, though. Both fear and greed are present.</p><p>Does Buffett think now&#39;s the time to buy stocks? Here&#39;s what&#39;s on his mind, based on his recent letter to <b>Berkshire Hathaway</b> shareholders.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f5d5bdcd6050f9e202a96c77e4b909b\" tg-width=\"2000\" tg-height=\"1331\" referrerpolicy=\"no-referrer\"/><span>Image source: The Motley Fool.</span></p><p><b>Buffett&#39;s present mindset</b></p><p>Buffett stated unequivocally in his recent shareholder letter that he prefers to own equities -- whether entire companies or publicly traded stocks. He said that he&#39;s &#34;always kept at least 80% of my net worth in equities,&#34; and added that his favorite level is 100% in equities.</p><p>However, he acknowledged that Berkshire is closer to the 80% mark right now. The company has an enormous cash stockpile of $144 billion.</p><p>Why haven&#39;t Buffett and the other Berkshire investment managers put more of this money to work? They certainly would like to invest more heavily. However, Buffett stated bluntly, &#34;Today, though, we find little that excites us.&#34;</p><p>High stock valuations appear to be the primary issue. Even with the latest pullback, the <b>S&amp;P 500</b> trades at a forward price-to-earnings ratio of 19.7, well above its historic average. Buffett even noted that valuation was an important consideration in buying back shares of Berkshire. He wrote to shareholders, &#34;We don&#39;t want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire.&#34;</p><p>It&#39;s also important to note that Buffett and his longtime business partner, Charlie Munger, don&#39;t try to time the market. He stated:</p><blockquote>Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.</blockquote><p><b>Applying Buffett&#39;s approach</b></p><p>Should we interpret Buffett&#39;s current mindset as meaning that it&#39;s best to avoid buying stocks right now? That would be taking the legendary-investor&#39;s comments out of context. Buffett didn&#39;t say there were<i>no</i>stocks worth buying.</p><p>Actually, Berkshire has been making a few stock purchases. I think that two of those buys, in particular, illustrate how other investors can apply Buffett&#39;s approach to their own strategies. Berkshire added to its position in <b>Chevron</b> and bought shares of <b>Nu Holdings</b> for the first time.</p><p>Chevron and Nu are very different, but Buffett and his team like both of these businesses. Chevron is a giant in the energy sector and has near-term tailwinds with the current market dynamics, as well as long-term opportunities.</p><p>Nu is a Brazilian fintech company with tremendous growth prospects in Latin America.</p><p>Like Buffett, investors should be business-pickers instead of stock-pickers. And while the primary focus should be on the long term, it doesn&#39;t hurt if a business also has positive near-term catalysts, as Chevron does.</p><p>My background is in healthcare, so I naturally gravitate to healthcare businesses. I think <b>Vertex Pharmaceuticals</b> is an example of a healthcare stock that shares some attributes that Buffett likes about Chevron.</p><p>Vertex is a giant in treating cystic fibrosis with the only drugs on the market that treat the underlying cause of the genetic disease. It has near-term catalysts on the way this year. Vertex and partner <b>CRISPR Therapeutics</b> hope to file for approval of a gene-editing therapy that could effectively cure rare blood diseases beta-thalassemia and sickle cell disease. Like Chevron, Vertex&#39;s valuation also looks really attractive.</p><p>Is there a healthcare counterpart to Nu? I think <b>Teladoc Health</b> qualifies. Both fintech (for Nu) and virtual care (for Teladoc) are in their early stages of growth. Teladoc, like Nu, is targeting a massive addressable market.</p><p><b>The most important lesson</b></p><p>Perhaps the most important lesson from Buffett&#39;s shareholder letter is to be selective. Don&#39;t buy a stock just because it&#39;s down a lot from its highs. It could still be expensive.</p><p>No individual investor will have the kind of cash that Berkshire has. However, following the conglomerate&#39;s lead in building up a cash stockpile is a good idea. The time could come sooner than you think when there will be a lot of great businesses that are available at attractive prices.</p><p>Buffett noted that he and Munger have been cash-heavy at times in the past. He acknowledged, &#34;These periods are never pleasant,&#34; but added, &#34;They are also never permanent.&#34;</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>Should You Buy Stocks Now? Here's What Warren Buffett Thinks</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\">\nShould You Buy Stocks Now? Here's What Warren Buffett Thinks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 19:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/01/should-you-buy-stocks-now-what-warren-buffett/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSBuffett doesn't think there are many stocks to get excited about right now.His focus is on picking businesses and not overpaying for them.Investors can apply Buffett's approach to their own ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/01/should-you-buy-stocks-now-what-warren-buffett/\">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","NU":"Nu Holdings Ltd.",".DJI":"道琼斯","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/03/01/should-you-buy-stocks-now-what-warren-buffett/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103960032","content_text":"KEY POINTSBuffett doesn't think there are many stocks to get excited about right now.His focus is on picking businesses and not overpaying for them.Investors can apply Buffett's approach to their own strategies.Warren Buffett once famously said, \"We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.\" It could be somewhat challenging for investors to apply this maxim in today's stock market environment, though. Both fear and greed are present.Does Buffett think now's the time to buy stocks? Here's what's on his mind, based on his recent letter to Berkshire Hathaway shareholders.Image source: The Motley Fool.Buffett's present mindsetBuffett stated unequivocally in his recent shareholder letter that he prefers to own equities -- whether entire companies or publicly traded stocks. He said that he's \"always kept at least 80% of my net worth in equities,\" and added that his favorite level is 100% in equities.However, he acknowledged that Berkshire is closer to the 80% mark right now. The company has an enormous cash stockpile of $144 billion.Why haven't Buffett and the other Berkshire investment managers put more of this money to work? They certainly would like to invest more heavily. However, Buffett stated bluntly, \"Today, though, we find little that excites us.\"High stock valuations appear to be the primary issue. Even with the latest pullback, the S&P 500 trades at a forward price-to-earnings ratio of 19.7, well above its historic average. Buffett even noted that valuation was an important consideration in buying back shares of Berkshire. He wrote to shareholders, \"We don't want to overpay for the shares of other companies, and it would be value-destroying if we were to overpay when we are buying Berkshire.\"It's also important to note that Buffett and his longtime business partner, Charlie Munger, don't try to time the market. He stated:Please note particularly that we own stocks based upon our expectations about their long-term business performance and not because we view them as vehicles for timely market moves. That point is crucial: Charlie and I are not stock-pickers; we are business-pickers.Applying Buffett's approachShould we interpret Buffett's current mindset as meaning that it's best to avoid buying stocks right now? That would be taking the legendary-investor's comments out of context. Buffett didn't say there werenostocks worth buying.Actually, Berkshire has been making a few stock purchases. I think that two of those buys, in particular, illustrate how other investors can apply Buffett's approach to their own strategies. Berkshire added to its position in Chevron and bought shares of Nu Holdings for the first time.Chevron and Nu are very different, but Buffett and his team like both of these businesses. Chevron is a giant in the energy sector and has near-term tailwinds with the current market dynamics, as well as long-term opportunities.Nu is a Brazilian fintech company with tremendous growth prospects in Latin America.Like Buffett, investors should be business-pickers instead of stock-pickers. And while the primary focus should be on the long term, it doesn't hurt if a business also has positive near-term catalysts, as Chevron does.My background is in healthcare, so I naturally gravitate to healthcare businesses. I think Vertex Pharmaceuticals is an example of a healthcare stock that shares some attributes that Buffett likes about Chevron.Vertex is a giant in treating cystic fibrosis with the only drugs on the market that treat the underlying cause of the genetic disease. It has near-term catalysts on the way this year. Vertex and partner CRISPR Therapeutics hope to file for approval of a gene-editing therapy that could effectively cure rare blood diseases beta-thalassemia and sickle cell disease. Like Chevron, Vertex's valuation also looks really attractive.Is there a healthcare counterpart to Nu? I think Teladoc Health qualifies. Both fintech (for Nu) and virtual care (for Teladoc) are in their early stages of growth. Teladoc, like Nu, is targeting a massive addressable market.The most important lessonPerhaps the most important lesson from Buffett's shareholder letter is to be selective. Don't buy a stock just because it's down a lot from its highs. It could still be expensive.No individual investor will have the kind of cash that Berkshire has. However, following the conglomerate's lead in building up a cash stockpile is a good idea. The time could come sooner than you think when there will be a lot of great businesses that are available at attractive prices.Buffett noted that he and Munger have been cash-heavy at times in the past. He acknowledged, \"These periods are never pleasant,\" but added, \"They are also never permanent.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999231030,"gmtCreate":1660531478322,"gmtModify":1676533487774,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999231030","repostId":"1164245640","repostType":4,"repost":{"id":"1164245640","pubTimestamp":1660519300,"share":"https://ttm.financial/m/news/1164245640?lang=&edition=fundamental","pubTime":"2022-08-15 07:21","market":"us","language":"en","title":"Fed Minutes May Reveal Inclinations on Size of Next Rate Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1164245640","media":"Bloomberg","summary":"Bets on next move have swung back and forth on jobs, inflationOfficials, investors out of step on le","content":"<html><head></head><body><ul><li>Bets on next move have swung back and forth on jobs, inflation</li><li>Officials, investors out of step on length of tightening cycle</li></ul><p>An account of the debate at the Federal Reserve’s July policy meeting, set to be published after two weeks of whiplash on Wall Street, will probably offer clues as to what would push the central bank to go big with tightening yet again in September.</p><p>Fed officials’ decision at their July 26-27 gathering to raise their benchmark interest rate by three quarters of a percentage point for a second straight month marked the fastest pace of tightening since the early 1980s. And since then, betting in financial markets on the size of the next move in September has swung between 50 and 75 basis points on reports alternately showing a stronger-than-expected labor market and inflation below forecasts.</p><p><img src=\"https://static.tigerbbs.com/771c006d6eb0fb879db979a6f6315ed4\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The minutes, due out at 2 p.m. in Washington on Wednesday, probably won’t settle the matter. But they could indicate what kind of data Fed officials would need to see to favor another “unusually large” increase -- which Chair Jerome Powell, at a press conference following the July meeting, said could be on the table for the Sept. 20-21 gathering as well.</p><p>“If there is going to be new information, it would be around the idea of: Are further rate hikes likely to be of smaller incremental size, or is the door really open to something larger?” said Michael Gapen, head of US economics at Bank of America in New York.</p><p>“Cost-benefit analysis shifts in the direction of smaller hikes -- and the inflation data probably helped them out that way -- but you get another strong labor-market report and it might be hard for them not to go 75” basis points again, Gapen said.</p><p>Fed officials who have spoken since the July meeting have pushed back against any perception that they’d be pivoting away from tightening any time soon. They’ve made it clear that curbing the hottest inflation in four decades is their top priority.</p><p>The July jobs data, published by the Labor Department on Aug. 5, showed companies added 528,000 employees to payrolls last month, more than double what forecasters were expecting, and the unemployment rate ticked down to 3.5%, matching the pre-pandemic low. That report prompted investors to bet on a third straight 75-basis-point hike.</p><p>But the department’s Aug. 10 readout on consumer pricesshowedthey rose 8.5% in the 12 months through July, down from the 9.1% increase in the year to June that had marked the highest inflation rate since 1981. That was enough to largely unwind previous bets, and investors are now assigning similar odds to a half-point or a three-quarter-point increase, according to prices of futures contracts tied to the Fed’s benchmark rate.</p><p>The central bank has been raising rates since March. Fed officials have increasingly admitted they feel like they were too slow to begin doing so, which prompted them to go first from quarter-, then to half-, and finally to three-quarter-point hikes to catch up as inflation worsened.</p><p>Following the July increase, the target range for the benchmark rate stands at 2.25% to 2.5%, a level many officials feel is roughly “neutral” for the economy.</p><h3>Market Sees Fed Reversing Course Early Next Year</h3><p>Investors price rate cuts for 2023 over objections from Fed officials</p><p><img src=\"https://static.tigerbbs.com/b2233d94fe03562b182233decddc9e03\" tg-width=\"747\" tg-height=\"367\" width=\"100%\" height=\"auto\"/>“We’re going to be making decisions meeting by meeting,” Powell told reporters at the July 27 press conference. “We think it’s time to just go to a meeting-by-meeting basis and not provide the kind of clear guidance that we had provided on the way to neutral,” he said.</p><h3>Divining Move</h3><p>August numbers on jobs and consumer prices are due out before the September meeting, and will probably be critical in shaping market expectations ahead of that decision.</p><p>In public commentary since the July meeting, Fed officials haveemphasizedthey are far away from declaring victory on inflation, and have asserted that rate hikes will probably continue into next year, after which rates will remain elevated for some time.</p><p>Investors, on the other hand, are betting the central bank will start reversing course with rate cuts by mid-2023.</p><p>“We’re trying to look for any clues to gain knowledge on what they are really going to feel comfortable with on the inflation front,” said Tom Porcelli, chief US economist at RBC Capital Markets in New York. Any information the minutes can provide on “what would be a comfortable down-shift in inflation, and how long they would want to see it go on for,” will be read closely, he said.</p><p></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>Fed Minutes May Reveal Inclinations on Size of Next Rate Hike</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 Minutes May Reveal Inclinations on Size of Next Rate Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 07:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-14/fed-minutes-may-reveal-inclinations-on-size-of-next-rate-hike><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bets on next move have swung back and forth on jobs, inflationOfficials, investors out of step on length of tightening cycleAn account of the debate at the Federal Reserve’s July policy meeting, set ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-14/fed-minutes-may-reveal-inclinations-on-size-of-next-rate-hike\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-14/fed-minutes-may-reveal-inclinations-on-size-of-next-rate-hike","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164245640","content_text":"Bets on next move have swung back and forth on jobs, inflationOfficials, investors out of step on length of tightening cycleAn account of the debate at the Federal Reserve’s July policy meeting, set to be published after two weeks of whiplash on Wall Street, will probably offer clues as to what would push the central bank to go big with tightening yet again in September.Fed officials’ decision at their July 26-27 gathering to raise their benchmark interest rate by three quarters of a percentage point for a second straight month marked the fastest pace of tightening since the early 1980s. And since then, betting in financial markets on the size of the next move in September has swung between 50 and 75 basis points on reports alternately showing a stronger-than-expected labor market and inflation below forecasts.The minutes, due out at 2 p.m. in Washington on Wednesday, probably won’t settle the matter. But they could indicate what kind of data Fed officials would need to see to favor another “unusually large” increase -- which Chair Jerome Powell, at a press conference following the July meeting, said could be on the table for the Sept. 20-21 gathering as well.“If there is going to be new information, it would be around the idea of: Are further rate hikes likely to be of smaller incremental size, or is the door really open to something larger?” said Michael Gapen, head of US economics at Bank of America in New York.“Cost-benefit analysis shifts in the direction of smaller hikes -- and the inflation data probably helped them out that way -- but you get another strong labor-market report and it might be hard for them not to go 75” basis points again, Gapen said.Fed officials who have spoken since the July meeting have pushed back against any perception that they’d be pivoting away from tightening any time soon. They’ve made it clear that curbing the hottest inflation in four decades is their top priority.The July jobs data, published by the Labor Department on Aug. 5, showed companies added 528,000 employees to payrolls last month, more than double what forecasters were expecting, and the unemployment rate ticked down to 3.5%, matching the pre-pandemic low. That report prompted investors to bet on a third straight 75-basis-point hike.But the department’s Aug. 10 readout on consumer pricesshowedthey rose 8.5% in the 12 months through July, down from the 9.1% increase in the year to June that had marked the highest inflation rate since 1981. That was enough to largely unwind previous bets, and investors are now assigning similar odds to a half-point or a three-quarter-point increase, according to prices of futures contracts tied to the Fed’s benchmark rate.The central bank has been raising rates since March. Fed officials have increasingly admitted they feel like they were too slow to begin doing so, which prompted them to go first from quarter-, then to half-, and finally to three-quarter-point hikes to catch up as inflation worsened.Following the July increase, the target range for the benchmark rate stands at 2.25% to 2.5%, a level many officials feel is roughly “neutral” for the economy.Market Sees Fed Reversing Course Early Next YearInvestors price rate cuts for 2023 over objections from Fed officials“We’re going to be making decisions meeting by meeting,” Powell told reporters at the July 27 press conference. “We think it’s time to just go to a meeting-by-meeting basis and not provide the kind of clear guidance that we had provided on the way to neutral,” he said.Divining MoveAugust numbers on jobs and consumer prices are due out before the September meeting, and will probably be critical in shaping market expectations ahead of that decision.In public commentary since the July meeting, Fed officials haveemphasizedthey are far away from declaring victory on inflation, and have asserted that rate hikes will probably continue into next year, after which rates will remain elevated for some time.Investors, on the other hand, are betting the central bank will start reversing course with rate cuts by mid-2023.“We’re trying to look for any clues to gain knowledge on what they are really going to feel comfortable with on the inflation front,” said Tom Porcelli, chief US economist at RBC Capital Markets in New York. Any information the minutes can provide on “what would be a comfortable down-shift in inflation, and how long they would want to see it go on for,” will be read closely, he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022221652,"gmtCreate":1653533080476,"gmtModify":1676535300182,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022221652","repostId":"1119463556","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029672722,"gmtCreate":1652778664466,"gmtModify":1676535159801,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029672722","repostId":"2236389215","repostType":4,"repost":{"id":"2236389215","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1652778593,"share":"https://ttm.financial/m/news/2236389215?lang=&edition=fundamental","pubTime":"2022-05-17 17:09","market":"us","language":"en","title":"Sea, JD.com, Walmart, Take-Two, Home Depot and More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2236389215","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:","content":"<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Walmart Inc.</b> (NYSE:WMT) to report quarterly earnings at $1.48 per share on revenue of $138.88 billion before the opening bell. Walmart shares rose 0.7% to $149.17 in premarket trading Tuesday.</li></ul><ul><li><b>JD.com</b> ((NASDAQ:JD)) is likely to report quarterly earnings at $0.24 per share on revenue of $34.82 billion. JD.com shares jumped 6% to $54.63 in premarket trading Tuesday.</li><li><b>Sea Limited</b> ((NYSE:SE)) is estimated to report quarterly loss at $1.17 per share on revenue of $2.80 billion. Sea shares rose 1.9% to $71.66 in premarket trading Tuesday.</li></ul><ul><li><b>Take-Two Interactive Software, Inc.</b> (NASDAQ:TTWO) is posted better-than-expected earnings for its fourth quarter on Monday. Take-Two shares gained 5.4% to $116.01 in premarket trading Tuesday.</li></ul><ul><li>Analysts expect <b>The Home Depot, Inc.</b> (NYSE:HD) to post quarterly earnings at $3.67 per share on revenue of $36.71 billion before the opening bell. Home Depot shares rose 0.5% to $297.5 in premarket trading Tuesday.</li></ul><ul><li><b>Stratasys Ltd.</b> (NASDAQ:SSYS) reported upbeat results for its first quarter on Monday. The company said it sees FY22 revenue of $685 million - $695 million and non-GAAP EPS of $0.14 - $0.19. Stratasys shares gained 3.2% to $17.66 in the after-hours trading session Monday.</li></ul><ul><li>Analysts are expecting <b>Keysight Technologies, Inc.</b> (NYSE:KEYS) to have earned $1.67 per share on revenue of $1.30 billion. The company will release earnings after the markets close. Keysight shares fell 1.1% to close at $135.18 on Monday.</li></ul></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>Sea, JD.com, Walmart, Take-Two, Home Depot and More: U.S. Stocks to Watch</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\">\nSea, JD.com, Walmart, Take-Two, Home Depot and More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-05-17 17:09</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some of the stocks that may grab investor focus today are:</p><ul><li>Wall Street expects <b>Walmart Inc.</b> (NYSE:WMT) to report quarterly earnings at $1.48 per share on revenue of $138.88 billion before the opening bell. Walmart shares rose 0.7% to $149.17 in premarket trading Tuesday.</li></ul><ul><li><b>JD.com</b> ((NASDAQ:JD)) is likely to report quarterly earnings at $0.24 per share on revenue of $34.82 billion. JD.com shares jumped 6% to $54.63 in premarket trading Tuesday.</li><li><b>Sea Limited</b> ((NYSE:SE)) is estimated to report quarterly loss at $1.17 per share on revenue of $2.80 billion. Sea shares rose 1.9% to $71.66 in premarket trading Tuesday.</li></ul><ul><li><b>Take-Two Interactive Software, Inc.</b> (NASDAQ:TTWO) is posted better-than-expected earnings for its fourth quarter on Monday. Take-Two shares gained 5.4% to $116.01 in premarket trading Tuesday.</li></ul><ul><li>Analysts expect <b>The Home Depot, Inc.</b> (NYSE:HD) to post quarterly earnings at $3.67 per share on revenue of $36.71 billion before the opening bell. Home Depot shares rose 0.5% to $297.5 in premarket trading Tuesday.</li></ul><ul><li><b>Stratasys Ltd.</b> (NASDAQ:SSYS) reported upbeat results for its first quarter on Monday. The company said it sees FY22 revenue of $685 million - $695 million and non-GAAP EPS of $0.14 - $0.19. Stratasys shares gained 3.2% to $17.66 in the after-hours trading session Monday.</li></ul><ul><li>Analysts are expecting <b>Keysight Technologies, Inc.</b> (NYSE:KEYS) to have earned $1.67 per share on revenue of $1.30 billion. The company will release earnings after the markets close. Keysight shares fell 1.1% to close at $135.18 on Monday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TTWO":"Take-Two Interactive Software","SSYS":"Stratasys","JD":"京东","SE":"Sea Ltd","KEYS":"Keysight Technologies Inc","WMT":"沃尔玛","HD":"家得宝"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236389215","content_text":"Some of the stocks that may grab investor focus today are:Wall Street expects Walmart Inc. (NYSE:WMT) to report quarterly earnings at $1.48 per share on revenue of $138.88 billion before the opening bell. Walmart shares rose 0.7% to $149.17 in premarket trading Tuesday.JD.com ((NASDAQ:JD)) is likely to report quarterly earnings at $0.24 per share on revenue of $34.82 billion. JD.com shares jumped 6% to $54.63 in premarket trading Tuesday.Sea Limited ((NYSE:SE)) is estimated to report quarterly loss at $1.17 per share on revenue of $2.80 billion. Sea shares rose 1.9% to $71.66 in premarket trading Tuesday.Take-Two Interactive Software, Inc. (NASDAQ:TTWO) is posted better-than-expected earnings for its fourth quarter on Monday. Take-Two shares gained 5.4% to $116.01 in premarket trading Tuesday.Analysts expect The Home Depot, Inc. (NYSE:HD) to post quarterly earnings at $3.67 per share on revenue of $36.71 billion before the opening bell. Home Depot shares rose 0.5% to $297.5 in premarket trading Tuesday.Stratasys Ltd. (NASDAQ:SSYS) reported upbeat results for its first quarter on Monday. The company said it sees FY22 revenue of $685 million - $695 million and non-GAAP EPS of $0.14 - $0.19. Stratasys shares gained 3.2% to $17.66 in the after-hours trading session Monday.Analysts are expecting Keysight Technologies, Inc. (NYSE:KEYS) to have earned $1.67 per share on revenue of $1.30 billion. The company will release earnings after the markets close. Keysight shares fell 1.1% to close at $135.18 on Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9065875604,"gmtCreate":1652180468208,"gmtModify":1676535046538,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9065875604","repostId":"2234665417","repostType":4,"repost":{"id":"2234665417","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":1652175546,"share":"https://ttm.financial/m/news/2234665417?lang=&edition=fundamental","pubTime":"2022-05-10 17:39","market":"us","language":"en","title":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2234665417","media":"Reuters","summary":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.","content":"<html><head></head><body><p>Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.</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 is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles</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 is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles\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\">2022-05-10 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.</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":"2234665417","content_text":"Tesla is Recalling 129,960 Units Of Certain 2021-2022 Model S, Model X, And 2022 Model 3 And Model Y Vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066508823,"gmtCreate":1651914569462,"gmtModify":1676534997541,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Smile]&nbsp;","listText":"[Smile]&nbsp;","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066508823","repostId":"2233539339","repostType":4,"repost":{"id":"2233539339","pubTimestamp":1651888837,"share":"https://ttm.financial/m/news/2233539339?lang=&edition=fundamental","pubTime":"2022-05-07 10:00","market":"us","language":"en","title":"73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2233539339","media":"Motley Fool","summary":"Diversification is only necessary if you don't know what you're doing, according to Buffett.","content":"<html><head></head><body><p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of <b>Berkshire Hathaway</b> in 1965, he&#39;s overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company&#39;s Class A shares (BRK.A) of 3,905,994% through May 3, 2022.</p><p>Although there are numerous reasons for the Oracle of Omaha&#39;s success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don&#39;t know what you&#39;re doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire&#39;s almost $358 billion portfolio -- invested in just five stocks.</p><h2>Apple: $144.7 billion</h2><p>First up is technology kingpin <b>Apple</b>, which Buffett considers <a href=\"https://laohu8.com/S/AONE.U\">one</a> of Berkshire Hathaway&#39;s &#34;giants.&#34; Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway&#39;s invested assets.</p><p>Keep in mind that Buffett also mentioned to CNBC this past weekend that he&#39;d purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn&#39;t been added to the above $144.7 billion figure.)</p><p>Apple has everything the Oracle of Omaha absolutely loves. It&#39;s one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple&#39;s iPhone had a 34-percentage-point share lead over <b>Samsung</b> in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.</p><p>Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.</p><p>I&#39;d also be remiss if I didn&#39;t note Apple&#39;s monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.</p><h2>Bank of America: $38.3 billion</h2><p>Buffett has also bet big on <b>Bank of America</b>. Berkshire Hathaway&#39;s BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.</p><p>Whereas tech stocks have never really been Warren Buffett&#39;s thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.</p><p>Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders&#39;) advantage.</p><p>Something else interesting about Bank of America is its interest-rate sensitivity. With the nation&#39;s central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.</p><p>In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.</p><h2>Chevron: $28.3 billion (estimated)</h2><p>A third massive holding in Warren Buffett&#39;s portfolio that comes as a bit of a surprise is integrated oil and gas stock <b>Chevron</b>. Berkshire&#39;s first-quarter operating results noted a fair value of &#34;$25.9 billion&#34; assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless &#34;estimated&#34; until we get a closer look at Berkshire&#39;s 13F filing for the first quarter.</p><p>Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.</p><p>Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company&#39;s midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.</p><p>Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.</p><h2>American Express: $26.1 billion</h2><p>A company that isn&#39;t a surprise to see on this list is credit-services provider <b>American Express</b>. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.</p><p>Buffett&#39;s fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a &#34;double dipper.&#34; Not only does it charge processing fees to merchants, but it also acts as a lender.</p><p>This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.</p><p>American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.</p><p>Not to sound like a broken record, but I&#39;d bet the farm that Buffett is pretty happy with the company&#39;s dividend, as well. Berkshire&#39;s annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!</p><h2>Coca-Cola: $25.2 billion</h2><p>Last, but certainly not least, is beverage giant <b>Coca-Cola</b>. Coke is Berkshire Hathaway&#39;s longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.</p><p>Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke&#39;s holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.</p><p>In addition to its marketing prowess, Coca-Cola&#39;s success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).</p><p>Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.</p><p>Warren Buffett has also watched Coca-Cola&#39;s payout bubble higher over the past 34 years. Since Berkshire&#39;s cost basis on Coca-Cola is approximately $3.25, Coke&#39;s $1.76 base annual payout works out to a yield on cost of 54.2%! There&#39;s absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.</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>73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n73% of Warren Buffett's Portfolio Is Invested in These 5 Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-07 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BRK.B":"伯克希尔B","BK4566":"资本集团","BK4575":"芯片概念","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4538":"云计算","BK4166":"消费信贷","BK4550":"红杉资本持仓","KO":"可口可乐","BK4579":"人工智能","BK4207":"综合性银行","BK4574":"无人驾驶","ORCL":"甲骨文","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4097":"系统软件","BK4581":"高盛持仓","BK4512":"苹果概念","BK4504":"桥水持仓","AXP":"美国运通","BK4170":"电脑硬件、储存设备及电脑周边","BK4176":"多领域控股","AAPL":"苹果","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","BAC":"美国银行","BK4177":"软饮料","BK4571":"数字音乐概念"},"source_url":"https://www.fool.com/investing/2022/05/06/73-warren-buffetts-portfolio-invested-in-5-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233539339","content_text":"You could say Warren Buffett knows a thing or two about investing. Since he took over as CEO of Berkshire Hathaway in 1965, he's overseen the creation of more than $700 billion in value for shareholders (himself included), and delivered an aggregate return on the company's Class A shares (BRK.A) of 3,905,994% through May 3, 2022.Although there are numerous reasons for the Oracle of Omaha's success over nearly six decades, his lack of diversification really stands out. Buffett firmly believes that diversification is only necessary if you don't know what you're doing. Despite Berkshire Hathaway holding around four-dozen securities in its investment portfolio, Buffett has nearly $263 billion -- 73% of Berkshire's almost $358 billion portfolio -- invested in just five stocks.Apple: $144.7 billionFirst up is technology kingpin Apple, which Buffett considers one of Berkshire Hathaway's \"giants.\" Apple accounts for nearly $145 billion in market value and a little over 40% of Berkshire Hathaway's invested assets.Keep in mind that Buffett also mentioned to CNBC this past weekend that he'd purchased an additional $600 million of Apple stock during the first quarter. (This buy hasn't been added to the above $144.7 billion figure.)Apple has everything the Oracle of Omaha absolutely loves. It's one of the most recognized brands in the world, has an exceptionally loyal customer base, and has relied on innovation to grow its sales for more than a decade. During the fourth quarter, Apple's iPhone had a 34-percentage-point share lead over Samsung in the United States. The introduction of 5G capability to iPhone helped push sales and profits to record highs.Apple has a strong leader in CEO Tim Cook, as well. Cook is overseeing a multiyear transition that has Apple becoming more of a services player. Leaning on subscription services should help reduce the revenue lumpiness associated with product replacement cycles.I'd also be remiss if I didn't note Apple's monstrous capital-return program. The company pays out one of the largest nominal dividends, and it recently announced a $90 billion boost to its share-buyback program. Warren Buffett is a huge fan of companies that repurchase their own stock on a regular basis.Bank of America: $38.3 billionBuffett has also bet big on Bank of America. Berkshire Hathaway's BofA stake (over 1 billion shares) totals more than $38 billion and accounts for 10.7% of invested assets.Whereas tech stocks have never really been Warren Buffett's thing, bank stocks like BofA are right in his wheelhouse. The Oracle of Omaha particularly appreciates the cyclical nature of the banking industry.Even though recessions are an inevitable part of the economic cycle, they generally last for no longer than a few months to a couple of quarters. By comparison, periods of economic expansion can go on for many years. Buffett, who focuses on the long term, is simply allowing this numbers advantage to work to his (and his shareholders') advantage.Something else interesting about Bank of America is its interest-rate sensitivity. With the nation's central bank expected to raise interest rates significantly in 2022 and into 2023, no money-center bank should benefit more than BofA. According to the company, a 100 basis-point parallel shift in the interest-rate yield curve over the next 12 months is estimated to add $5.4 billion in net interest income.In addition, Buffett appears to be a fan of CEO Brian Moynihan. Although big banks need approval from the Federal Reserve before paying dividends and repurchasing shares, Moynihan has pushed for hefty capital-return programs in the past.Chevron: $28.3 billion (estimated)A third massive holding in Warren Buffett's portfolio that comes as a bit of a surprise is integrated oil and gas stock Chevron. Berkshire's first-quarter operating results noted a fair value of \"$25.9 billion\" assigned to Chevron, as of March 31, 2022. The $28.3 billion value above is probably very close, but nevertheless \"estimated\" until we get a closer look at Berkshire's 13F filing for the first quarter.Why load up on Chevron? The most obvious reason is that Buffett may believe that oil and natural gas prices will remain elevated for an extended period of time. The Ukraine-Russia war has shown no signs of a resolution, and the COVID-19 pandemic continues to disrupt supply chains globally. In other words, inflationary pressures persist.Another possible reason Chevron was so attractive to Buffett and his investing team is its integrated operations. While drilling and exploration is the bread and butter for oil stocks, being integrated means being able to lean on the company's midstream (e.g., transmission pipelines and storage) and downstream assets (e.g., refineries and chemical production) when crude and gas prices falter. These sectors can help Chevron hedge against even the darkest times in the energy sector.Then again, the Oracle of Omaha might be doing some capital-return chasing, too. Chevron is paying out a hearty 3.5% yield, and the company announced plans to a repurchase $10 billion worth of its common stock before the end of the year.American Express: $26.1 billionA company that isn't a surprise to see on this list is credit-services provider American Express. AmEx has been a continuous holding for Berkshire Hathaway since 1993, with a position value of $26.1 billion, as of May 3.Buffett's fascination with American Express has to do with its cyclical ties and ability to take advantage of an expanding U.S. and global economy. AmEx is what I refer to as a \"double dipper.\" Not only does it charge processing fees to merchants, but it also acts as a lender.This allows the company to collect net interest income and fee-based revenue from cardholders. Even though loan delinquencies rise during recessions, AmEx spends far more time in the sun than under gray clouds.American Express is also unique for its success in courting a more affluent clientele. Well-to-do consumers are less likely to alter their shopping habits or fail to make their payments when minor economic hiccups arise. This helps AmEx better cope with downturns when they do arrive.Not to sound like a broken record, but I'd bet the farm that Buffett is pretty happy with the company's dividend, as well. Berkshire's annual yield on AmEx, relative to its $8.49 cost basis, is a staggering 24.5%!Coca-Cola: $25.2 billionLast, but certainly not least, is beverage giant Coca-Cola. Coke is Berkshire Hathaway's longest-tenured investment (34 years), with the 400 million shares held worth about $25.2 billion, as of May 3.Similar to Apple, Coca-Cola is one of the most-recognized brands in the world. Savvy marketing has allowed the company to cross generational gaps to engage with consumers. This includes everything from Coke's holiday tie-ins to its social media advertising campaigns featuring well-known celebrities and athletes.In addition to its marketing prowess, Coca-Cola's success is dependent on its geographic diversity. This is a company with a presence in all but three countries worldwide (North Korea, Cuba, and Russia -- the latter being due to the ongoing war in Ukraine).Coke holds a 20% share of the cold-beverage market in developed countries, along with a 10% share in emerging markets. In other words, the company can count on highly predictable cash flow in developed regions, while leaning on emerging markets for an organic-growth boost.Warren Buffett has also watched Coca-Cola's payout bubble higher over the past 34 years. Since Berkshire's cost basis on Coca-Cola is approximately $3.25, Coke's $1.76 base annual payout works out to a yield on cost of 54.2%! There's absolutely no reason for the Oracle of Omaha or his investing team to ever sell this position with annual yields like this.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9014977219,"gmtCreate":1649598149369,"gmtModify":1676534535802,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile] [Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9014977219","repostId":"1147564656","repostType":4,"repost":{"id":"1147564656","pubTimestamp":1649559590,"share":"https://ttm.financial/m/news/1147564656?lang=&edition=fundamental","pubTime":"2022-04-10 10:59","market":"us","language":"en","title":"Stocks To Watch: Spotlight On Big Bank Earnings, Twitter-Musk Meeting, AACR Conference","url":"https://stock-news.laohu8.com/highlight/detail?id=1147564656","media":"Seeking Alpha","summary":"Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events s","content":"<html><head></head><body><p>Get ahead of the market by subscribing to Seeking Alpha&#39;s Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports and conference presentations.</p><p>Stocks to Watch subscribers can also tune in on Sundays for a curated podcast that&#39;s available on Seeking Alpha, Apple Podcasts, Stitcher and Spotify.</p><p>The week ahead will mark the beginning of the Q1 earnings season, with big banks such as JPMorgan Chase (JMP), Goldman Sachs (NYSE:GS) and Wells Fargo (NYSE:WFC) heading into the earnings confessional. The airline sector will also be watched closely, with Delta Air Lines (NYSE:DAL) due to report earnings and update on Q2-Q3 booking trends. Federal Reserve speakers will also make the circuit as investors continue to eye the pace of rate hikes, while the economic calendar is headlined by the highly anticipated Consumer Price Index report on April 12. The CPI is expected to show inflation rising 1.1% in March on a month-to-month comparison and 8.4% from a year ago. That&#39;s an acceleration from the pace seen in February. Updates on producer prices, retail sales and consumer sentiment are also due in next week. In the tech sector, a question-and-answer session next week at Twitter (NYSE:TWTR) with employees and new board director Elon Musk could create some jolts.</p><p><b>Earnings spotlight: Tuesday, April 12</b> Albertsons (ACI) and CarMax (KMX).</p><p><b>Earnings spotlight: Wednesday, April 13</b>Bed, Bath &amp; Beyond (BBBY), BlackRock (BLK), Delta Air Lines (DAL) and JPMorgan (NYSE:JPM).</p><p><b>Earnings spotlight: Thursday, April 14</b>Ally Financial (ALLY), Citigroup (C), Goldman Sachs (GS), Rite Aid (RAD), Morgan Stanley (MS), PNC Financial (PNC) and Wells Fargo (WFC).</p><p><b>IPO watch:</b> Excelerate Energy (EE) is expected to start trading next week. Meanwhile, the quiet period ends on April 11 for Akanda (AKAN), which will free up analysts to post ratings. Investors should also keep an eye on IPO lockup expirations hitting during the week on Healthcare Triangle (HCTI), Gitlab (GTLB), IHS Holding (IHS), Lucid Diagnostics (LUCD) and MiNK (INKT). All those stocks are currently trading below their IPO price levels.</p><p><b>AACR meeting:</b> The annual meeting of the American Association for Cancer Research will continue to run, with trial data expected out from a large number of companies, including Vaccinex (VCNX), Bicyle Therapeutics (BCYC), Repare Therapeutics (RPTX), AIM ImmunoTech (AIM and LLY. Bank of America singled out C4 Therapeutics (CCCC) as a potential share price mover off the data release, while Wells Fargo identified Affimed (AFMD), Gracell Biotechnologies (GRCL) and IMV Inc. (IMV) as the companies with key updates.</p><p><b>Corporate events:</b> Ambev (ABEV) will hold a Investor Day event from Sao Paulo, Brazil, on April 11-12. Enerplus Corp. (ERF) will hold a webcast for investors on the Bakken on April 12, and T2 Biosystems (TTOO) will host an Analyst and Investor Day event that is set to focus on the company’s commercial strategy and product pipeline. On April 13, PVH Corp. (NYSE:PVH) will host an Investor Day event to provide an overview of the company&#39;s multi-year strategic growth plan, and Ford (F) Chief Financial Officer John Lawler will participate in a fireside chat at Bank of America’s Global Automotive Summit. Also watch for Tesla (TSLA) CEO Elon Musk&#39;s TED talk, which should attract a lot of attention following the large stake he recently took in Twitter (TWTR). The week is capped off with Ooma (NYSE:OOMA) hosting a virtual Investor Day on April 14.</p><p><b>Conference schedule:</b> The Jefferies Virtual Space Summit will include appearances from upstarts like Redwire Corporation (RDW), Spire Global (SPIR) and BlackSky Technology (BKSY). The conference schedule also includes the Needham Healthcare Conference, the Wells Fargo Biotech Forum, the Cantor U.S. Cannabis Conference and the Canaccord Genuity Horizons in Oncology Virtual Conference. Here&#39;s a more detailed list of events that may impact share prices next week.</p><p><b>Tesla watching:</b> Tesla (TSLA) will be in the spotlight once again next week, with investors sizing up the significance of the ramp-up of production that will follow the opening of the gigafactories in Berlin and Austin. Wedbush Securities forecasts Tesla (TSLA) could exit the year with an annual production run rate of 2 million vehicles, although the zero-tolerance COVID policy in Shanghai is a significant wildcard. Tesla&#39;s scale advantage with production and EV tech is seen potentially creating separation with EV upstarts like Fisker (FSR), Lucid Group (LCID) and Rivian Automotive (RIVN) if the market turns further toward risk-off trading.</p><p><b>Large-cap banks earnings preview:</b> U.S. bank heavyweights will report earnings next week amid expectations that profit will fall sharply from the level recorded a year ago, when deal-making was revving higher. Net income for the six biggest U.S. banks is forecast to be down about 35% from last year, with a sharp deceleration in activity seen during March following the Russian invasion of Ukraine. Bank reports will be watched closely on the costs side, particularly with labor, technology and acquisition expenses rising. UBS thinks there could be a surprise to the upside for the sector with guidance likely to highlight that the benefits of higher rates and better-than-anticipated loan growth could offset higher credit cost provisions and weaker equity markets. The firm recommends Bank of America (NYSE:BAC) amid the rising rate environment, while warning that Wells Fargo (WFC) could underperform peers.</p><p><b>Annual meetings:</b> Adobe Inc. (NASDAQ:ADBE) is scheduled to hold its annual meeting on April 14.</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>Stocks To Watch: Spotlight On Big Bank Earnings, Twitter-Musk Meeting, AACR Conference</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 To Watch: Spotlight On Big Bank Earnings, Twitter-Musk Meeting, AACR Conference\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-10 10:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4500487-stocks-to-watch-spotlight-on-big-bank-earnings-twitter-musk-meeting-aacr-conference><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make ...</p>\n\n<a href=\"https://seekingalpha.com/article/4500487-stocks-to-watch-spotlight-on-big-bank-earnings-twitter-musk-meeting-aacr-conference\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TWTR":"Twitter","TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4500487-stocks-to-watch-spotlight-on-big-bank-earnings-twitter-musk-meeting-aacr-conference","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147564656","content_text":"Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for the coming week. The newsletter keeps you informed of the biggest stories set to make headlines, including upcoming IPOs, investor days, earnings reports and conference presentations.Stocks to Watch subscribers can also tune in on Sundays for a curated podcast that's available on Seeking Alpha, Apple Podcasts, Stitcher and Spotify.The week ahead will mark the beginning of the Q1 earnings season, with big banks such as JPMorgan Chase (JMP), Goldman Sachs (NYSE:GS) and Wells Fargo (NYSE:WFC) heading into the earnings confessional. The airline sector will also be watched closely, with Delta Air Lines (NYSE:DAL) due to report earnings and update on Q2-Q3 booking trends. Federal Reserve speakers will also make the circuit as investors continue to eye the pace of rate hikes, while the economic calendar is headlined by the highly anticipated Consumer Price Index report on April 12. The CPI is expected to show inflation rising 1.1% in March on a month-to-month comparison and 8.4% from a year ago. That's an acceleration from the pace seen in February. Updates on producer prices, retail sales and consumer sentiment are also due in next week. In the tech sector, a question-and-answer session next week at Twitter (NYSE:TWTR) with employees and new board director Elon Musk could create some jolts.Earnings spotlight: Tuesday, April 12 Albertsons (ACI) and CarMax (KMX).Earnings spotlight: Wednesday, April 13Bed, Bath & Beyond (BBBY), BlackRock (BLK), Delta Air Lines (DAL) and JPMorgan (NYSE:JPM).Earnings spotlight: Thursday, April 14Ally Financial (ALLY), Citigroup (C), Goldman Sachs (GS), Rite Aid (RAD), Morgan Stanley (MS), PNC Financial (PNC) and Wells Fargo (WFC).IPO watch: Excelerate Energy (EE) is expected to start trading next week. Meanwhile, the quiet period ends on April 11 for Akanda (AKAN), which will free up analysts to post ratings. Investors should also keep an eye on IPO lockup expirations hitting during the week on Healthcare Triangle (HCTI), Gitlab (GTLB), IHS Holding (IHS), Lucid Diagnostics (LUCD) and MiNK (INKT). All those stocks are currently trading below their IPO price levels.AACR meeting: The annual meeting of the American Association for Cancer Research will continue to run, with trial data expected out from a large number of companies, including Vaccinex (VCNX), Bicyle Therapeutics (BCYC), Repare Therapeutics (RPTX), AIM ImmunoTech (AIM and LLY. Bank of America singled out C4 Therapeutics (CCCC) as a potential share price mover off the data release, while Wells Fargo identified Affimed (AFMD), Gracell Biotechnologies (GRCL) and IMV Inc. (IMV) as the companies with key updates.Corporate events: Ambev (ABEV) will hold a Investor Day event from Sao Paulo, Brazil, on April 11-12. Enerplus Corp. (ERF) will hold a webcast for investors on the Bakken on April 12, and T2 Biosystems (TTOO) will host an Analyst and Investor Day event that is set to focus on the company’s commercial strategy and product pipeline. On April 13, PVH Corp. (NYSE:PVH) will host an Investor Day event to provide an overview of the company's multi-year strategic growth plan, and Ford (F) Chief Financial Officer John Lawler will participate in a fireside chat at Bank of America’s Global Automotive Summit. Also watch for Tesla (TSLA) CEO Elon Musk's TED talk, which should attract a lot of attention following the large stake he recently took in Twitter (TWTR). The week is capped off with Ooma (NYSE:OOMA) hosting a virtual Investor Day on April 14.Conference schedule: The Jefferies Virtual Space Summit will include appearances from upstarts like Redwire Corporation (RDW), Spire Global (SPIR) and BlackSky Technology (BKSY). The conference schedule also includes the Needham Healthcare Conference, the Wells Fargo Biotech Forum, the Cantor U.S. Cannabis Conference and the Canaccord Genuity Horizons in Oncology Virtual Conference. Here's a more detailed list of events that may impact share prices next week.Tesla watching: Tesla (TSLA) will be in the spotlight once again next week, with investors sizing up the significance of the ramp-up of production that will follow the opening of the gigafactories in Berlin and Austin. Wedbush Securities forecasts Tesla (TSLA) could exit the year with an annual production run rate of 2 million vehicles, although the zero-tolerance COVID policy in Shanghai is a significant wildcard. Tesla's scale advantage with production and EV tech is seen potentially creating separation with EV upstarts like Fisker (FSR), Lucid Group (LCID) and Rivian Automotive (RIVN) if the market turns further toward risk-off trading.Large-cap banks earnings preview: U.S. bank heavyweights will report earnings next week amid expectations that profit will fall sharply from the level recorded a year ago, when deal-making was revving higher. Net income for the six biggest U.S. banks is forecast to be down about 35% from last year, with a sharp deceleration in activity seen during March following the Russian invasion of Ukraine. Bank reports will be watched closely on the costs side, particularly with labor, technology and acquisition expenses rising. UBS thinks there could be a surprise to the upside for the sector with guidance likely to highlight that the benefits of higher rates and better-than-anticipated loan growth could offset higher credit cost provisions and weaker equity markets. The firm recommends Bank of America (NYSE:BAC) amid the rising rate environment, while warning that Wells Fargo (WFC) could underperform peers.Annual meetings: Adobe Inc. (NASDAQ:ADBE) is scheduled to hold its annual meeting on April 14.","news_type":1},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9016345783,"gmtCreate":1649134696541,"gmtModify":1676534457671,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9016345783","repostId":"1182819451","repostType":4,"repost":{"id":"1182819451","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":1649120526,"share":"https://ttm.financial/m/news/1182819451?lang=&edition=fundamental","pubTime":"2022-04-05 09:02","market":"sg","language":"en","title":"Singapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai","url":"https://stock-news.laohu8.com/highlight/detail?id=1182819451","media":"Tiger Newspress","summary":"THE following companies saw new developments that may affect trading of their securities on Tuesday ","content":"<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):</p><p>Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.</p><p>Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.</p><p>CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.</p><p>CDW Holding&#39;s wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).</p><p>WING Tai Holdings&#39; Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai</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\">\nSingapore Stocks to Watch: Chip Eng Seng, Lendlease Reit, Cromwell E-Reit, CDW, Wing Tai\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-05 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):</p><p>Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.</p><p>Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.</p><p>CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.</p><p>CDW Holding&#39;s wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).</p><p>WING Tai Holdings&#39; Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"W05.SI":"永泰控股","STI.SI":"富时新加坡海峡指数","CWBU.SI":"Cromwell Reit EUR","JYEU.SI":"Lendlease Reit","BXE.SI":"CDW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182819451","content_text":"THE following companies saw new developments that may affect trading of their securities on Tuesday (Apr 5):Chip Eng Seng is planning to acquire a minority stake in a property located at 8 Shenton Way for S$2.1 million.Lendlease Reit this year saw strong demand from investors, being subscribed 5.3 times, with orders exceeding S$780 million.CROMWELL European Reit issued some 1.3 million new units at an issue price of 2.2409 euros per unit last Thursday (Mar 31), bringing up the number of issued units to 562.4 million.CDW Holding's wholly owned unit Tomoike Industrial will buy back shares representing 23.1 percent of South Korean life sciences firm A Biotech Co (ABio) from the son of its controlling shareholder for 1.84 billion won (S$2.1 million).WING Tai Holdings' Malaysian subsidiary has sold its property at 166A Rifle Range Road in Penang for RM17.5 million (S$5.6 million).The aggregate consideration for the disposal of the property, which comprises a leasehold land and a 5-storey factory building, is higher than RM13.7 million net book value as at Monday (Apr 4)","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037383123,"gmtCreate":1648028992838,"gmtModify":1676534294762,"author":{"id":"4104037363994060","authorId":"4104037363994060","name":"Kimkimkimkim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104037363994060","authorIdStr":"4104037363994060"},"themes":[],"htmlText":"[Smile]&nbsp;[Smile]&nbsp;","listText":"[Smile]&nbsp;[Smile]&nbsp;","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037383123","repostId":"1181420530","repostType":4,"repost":{"id":"1181420530","pubTimestamp":1648016676,"share":"https://ttm.financial/m/news/1181420530?lang=&edition=fundamental","pubTime":"2022-03-23 14:24","market":"us","language":"en","title":"Palantir May Be Fully Priced but the Future’s Bright","url":"https://stock-news.laohu8.com/highlight/detail?id=1181420530","media":"InvestorPlace","summary":"PLTR stock isn't that far from breaking even","content":"<html><head></head><body><p><b>Palantir</b>(NYSE:<b>PLTR</b>) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.</p><p>That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.</p><p><b>Growth Narrative</b></p><p>Palantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.</p><p>But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.</p><p>And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.</p><p>Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.</p><p>Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:</p><blockquote>Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.</blockquote><p>That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.</p><p><b>Breakeven Ahead?</b></p><p>I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.</p><p>Don’t bet on that.</p><p>The professionals who track the firm closely believe it isn’t that far away, though:</p><blockquote>Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.</blockquote><p>One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.</p><p><b>What to Do With PLTR Stock</b></p><p>Palantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.</p><p>But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.</p><p>That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.</p></body></html>","source":"lsy1606302653667","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>Palantir May Be Fully Priced but the Future’s Bright</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\">\nPalantir May Be Fully Priced but the Future’s Bright\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 14:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their ...</p>\n\n<a href=\"https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2022/03/pltr-stock-may-be-fully-priced-but-the-futures-bright/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181420530","content_text":"Palantir(NYSE:PLTR) stock represents an analytics-focused, growth stock in a time when that’s not ideal. And based on analyst consensus prices, there isn’t a ton of upside in Palantir either. Their average consensus price sits at $13.75 and shares currently trade at $13.27.That indicates that Palantir is close to fully priced at the moment. But there’s still upside in the shares given the future projected trajectory of the company.Growth NarrativePalantir is a stock that remains attractive due to growth. Growth stocks have taken a beating over the last few months, there is no doubt about it.But Palantir’s growth prospects have to entice investors moving forward. Per the company’s Feb. 17 earnings report, “Annual revenue growth of 30% or greater through 2025” can be expected.And that’s what the company is also telegraphing for the next quarter when it anticipates $443 million in revenues. The company posted $341 million in the first quarter of 2021. If it hits that $443 million this year that would represent 29.91% top-line growth on a year-over-year basis.Make no mistake about it, Palantir is losing money still. Growth and losses tend to go hand-in-hand in the stock market. But overall Palantir is heading in the right direction. The company’s $1.166 billion net loss in 2020 shrunk to $520 million in 2021.Even so, things are temporarily looking up for share prices. As Chris MacDonald explained:Rising interest rates by definition increase the discount rate used to value stocks. For companies with a greater proportion of their earnings coming from years out in the future, discounting those earnings back to present day provides a much smaller value using a higher discount rate.That implies PLTR stock should be suffering. But Palantir prices have risen despite a rate hike proving that theory and practice are sometimes two different things.Breakeven Ahead?I noted that although Palantir recorded a $520 million net loss in 2021 that it was headed in the right direction. The company decreased its net loss by $646 million in the year. If it were to do so again in 2022 it would report a net gain.Don’t bet on that.The professionals who track the firm closely believe it isn’t that far away, though:Consensus from 11 of the American Software analysts is that Palantir Technologies is on the verge of breakeven. They anticipate the company to incur a final loss in 2023, before generating positive profits of US$52m in 2024. Therefore, the company is expected to breakeven roughly 2 years from now.One further reason to be positive about Palantir as it marches toward a break-even point is debt. Or the lack thereof. The company doesn’t currently have any on its balance sheet. That means it has lower liability than many comparable firms. Growth companies often carry debt loads, making Palantir something of an anomaly in a positive manner.What to Do With PLTR StockPalantir probably doesn’t have a lot of room to move upward right now. Again, it is close to being fully priced at the moment.But it is performing well and headed toward a brighter future. That brighter future should look like a reasonably strong growth company that reaches a net gain in a few years’ time. The company managed to reduce its losses drastically when it last reported earnings. It is moving in the right direction.That probably means little to investors looking for short-term wins but that’s not important. Investors who are willing to play the long game with Palantir should be rewarded handsomely. It is fully priced now because it still reports net losses. In a few years’ time it’ll be more valuable as a consequence of breaking even. So it’s hard to recommend that PLTR stock has much to offer investors at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}