Llim personal page - To The Moon

Llim

Llim

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10-31

01-14

Nice game to earn great rewards!![Happy] [Miser] [Grin] [Sly] [Smile]

@TigerEvents:🐅🌟 TIGER TYCOON CHALLENGE IS ON! 🌟🐅

01-14

Going ti be a great week ahead

01-13

Havd a great weekend n bull week ahead!!

01-12

Good morning happy friday have a great weekend

01-11

Good morning ppl have a great day !

01-10

Good morning happy Wednesday have a great week ahead

01-09

Tuesday wet wetlands bull day ahead!

01-08

Good morning Monday have a bull week ahead!!

01-07

Good morning have a great Sunday and bull week ahead!!

01-06

Good morning folks and a great weekend

01-05

Everyday wake up so late!!!!

01-04

I'm going out for a walk and then I'm heading home

01-03

Good afternoon and have a great day ahead

01-03

[Miser] [What] [What] [Anger] [Speechless] Nice game

01-02

Leave a valid post for the new year

01-01

Happy new year and bull year ahead everyone!!

2023-12-31

Yes nice game happy new year 🎈🎆🎊

2023-12-30

Happy new year and bullish years ahead!!

2023-12-29

Nice a wonderful new year new bull year ahead!!

Go to Tiger App to see more news

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game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258913002930176","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258555770433808,"gmtCreate":1704157869298,"gmtModify":1704157877665,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Leave a valid post for the new year","listText":"Leave a valid post for the new year","text":"Leave a valid post for the new year","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258555770433808","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":258232564277248,"gmtCreate":1704078942452,"gmtModify":1704078946576,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Happy new year and bull year ahead everyone!!","listText":"Happy new year and bull year ahead everyone!!","text":"Happy new year and bull year ahead everyone!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/258232564277248","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257975438520584,"gmtCreate":1704016186098,"gmtModify":1704016190622,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Yes nice game happy new year 🎈🎆🎊&nbsp;","listText":"Yes nice game happy new year 🎈🎆🎊&nbsp;","text":"Yes nice game happy new year 🎈🎆🎊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257975438520584","isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257508339310760,"gmtCreate":1703902281836,"gmtModify":1703902286233,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Happy new year and bullish years ahead!!","listText":"Happy new year and bullish years ahead!!","text":"Happy new year and bullish years ahead!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257508339310760","isVote":1,"tweetType":1,"viewCount":212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":257114563408072,"gmtCreate":1703806104864,"gmtModify":1703806109730,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Nice a wonderful new year new bull year ahead!!","listText":"Nice a wonderful new year new bull year ahead!!","text":"Nice a wonderful new year new bull year ahead!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/257114563408072","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9023937547,"gmtCreate":1652846131289,"gmtModify":1676535174293,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"K//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;A Big Thank You for your wonderful Tiger Coins which are greatly appreciated by all of us who have contributed our useful trading ideas yesterday.Today is yet another great day of trading.&nbsp; The US markets closed up and both the STI and Australian markets are also trending upwards too!&nbsp; What a refreshing change from last week's roller coaster ride.Let's hope our favoured stocks are doing well and to finish this week strongly.&nbsp;To the moon! 🚀🚀🚀🌛🌛🌛💰💰💰🎊🎉🎊<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>","listText":"K//<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal</a>:<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>&nbsp;A Big Thank You for your wonderful Tiger Coins which are greatly appreciated by all of us who have contributed our useful trading ideas yesterday.Today is yet another great day of trading.&nbsp; The US markets closed up and both the STI and Australian markets are also trending upwards too!&nbsp; What a refreshing change from last week's roller coaster ride.Let's hope our favoured stocks are doing well and to finish this week strongly.&nbsp;To the moon! 🚀🚀🚀🌛🌛🌛💰💰💰🎊🎉🎊<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>","text":"K//@koolgal:@Daily_Discussion A Big Thank You for your wonderful Tiger Coins which are greatly appreciated by all of us who have contributed our useful trading ideas yesterday.Today is yet another great day of trading. The US markets closed up and both the STI and Australian markets are also trending upwards too! What a refreshing change from last week's roller coaster ride.Let's hope our favoured stocks are doing well and to finish this week strongly. To the moon! 🚀🚀🚀🌛🌛🌛💰💰💰🎊🎉🎊@Daily_Discussion","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":33,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023937547","repostId":"9023906927","repostType":1,"repost":{"id":9023906927,"gmtCreate":1652842868242,"gmtModify":1676535173664,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[18th May]Trading plans that you can't miss from Tiger users","htmlText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not","listText":"Hi, Tigers! Welcome to&nbsp;Daily Discussion! This is the place for you to share your trading ideas and win coins! <a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/special/discussion&amp;rndata={&quot;themeId&quot;:&quot;e020a83ea15047ebaf152fe93ebc6328&quot;,&quot;type&quot;:3}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a> [Rewards] You will be given&nbsp;100 Tiger Coins according to the quality &amp; interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given&nbsp;10 Tiger coins&nbsp;if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not","text":"Hi, Tigers! Welcome to Daily Discussion! This is the place for you to share your trading ideas and win coins! Click here to join the Topic & Win coins >> [Rewards] You will be given 100 Tiger Coins according to the quality & interaction of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given 10 Tiger coins if you tag more than 3 friends in the comment area Meanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not","images":[{"img":"https://community-static.tradeup.com/news/4d4bd9bfe8aea9e48dfb51646a4c8b50","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023906927","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916065866,"gmtCreate":1664490627355,"gmtModify":1676537462858,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9916065866","repostId":"1152954810","repostType":4,"repost":{"id":"1152954810","kind":"news","pubTimestamp":1664466614,"share":"https://ttm.financial/m/news/1152954810?lang=&edition=fundamental","pubTime":"2022-09-29 23:50","market":"us","language":"en","title":"Fed Officials Reinforce Rate-Hike Calls, Say Markets Got Message","url":"https://stock-news.laohu8.com/highlight/detail?id=1152954810","media":"Bloomberg","summary":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in r","content":"<html><head></head><body><ul><li>Bullard says markets have ‘digested’ message on rate hikes</li><li>Mester says rates are ‘still not even in restricted territory’</li></ul><p>Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.</p><p>“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”</p><p>Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.</p><p>“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”</p><p><img src=\"https://static.tigerbbs.com/972431d8bf1881bb5d4349f65cfcd300\" tg-width=\"698\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/>Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.</p><p>Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.</p><p>Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.</p><p>“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.</p><h3>UK Turmoil</h3><p>She drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.</p><p>The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.</p><p>“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”</p><p>“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.</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 Officials Reinforce Rate-Hike Calls, Say Markets Got Message</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Officials Reinforce Rate-Hike Calls, Say Markets Got Message\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 23:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes\">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/2022-09-29/fed-s-bullard-says-markets-have-gotten-the-message-on-rate-hikes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152954810","content_text":"Bullard says markets have ‘digested’ message on rate hikesMester says rates are ‘still not even in restricted territory’Federal Reserve officials reiterated Thursday that they will keep raising interest rates to restrain high inflation, and that markets are now understanding the message.“If you look at the dots, it does look like the committee is expecting a fair amount of additional moves this year,” St. Louis Fed President James Bullard told a virtual emerging-market forum, referring to the bank’s so-called dot plot of projections. “I think that that was digested by markets and does seem to be the right interpretation.”Cleveland Fed chief Loretta Mester repeated that officials are resolute in their quest to increase rates to a level seen as restrictive.“Real interest rates -- judged by the expectations over the next year of inflation -- have to be in positive territory and held there for a time,” she said earlier in an interview on CNBC. “We’re still not even in restricted territory on the funds rate.”Fed officials raised interest rates by 75 basis points on Sept. 21 for the third straight meeting, bringing the target for the benchmark federal funds rate to a range of 3% to 3.25%.Their quarterly Summary of Economic Projections, or dot plot, shows a median forecast of rates reaching 4.4% by the end of this year, implying a further 1.25 percentage points of tightening over their remaining two meetings in November and December.Mester said her forecast is probably a bit above the median path because she sees inflation being persistent, based on her conversations with businesses, community development groups and other sources.“In my SEP I have inflation coming down, but we have to bring interest rates up to get that downward shift in inflation,” she said, adding that the US economy has so far been able to handle the higher interest rates.UK TurmoilShe drew a distinction between US markets and what is happening in the UK, where the Bank of England announced Wednesday that it would launch unlimited bond buying to address market dysfunction. When the Fed announced its bond purchases in the early months of the pandemic, it did so at a time when it was also lowering rates to support the economy, she said.The BOE faces some communication issues because it is lifting rates but needed to purchase assets, which is typically viewed as a method for easing monetary policy, in order to support financial stability, Mester said.“It’s a challenging situation for them,” Mester said. “For financial stability reasons and for market functioning reasons they had to go in and buy bonds.”“Market functioning is incredibly important because you won’t be able to hit any monetary policy goals if the markets aren’t functioning,” she said. “That’s different than worrying about volatility in the markets.” Mester said that so far, there had been no sign of dysfunction in US financial markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915177564,"gmtCreate":1665008619759,"gmtModify":1676537541130,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9915177564","repostId":"2272834099","repostType":4,"repost":{"id":"2272834099","kind":"highlight","pubTimestamp":1664983956,"share":"https://ttm.financial/m/news/2272834099?lang=&edition=fundamental","pubTime":"2022-10-05 23:32","market":"us","language":"en","title":"3 Warren Buffett Stocks Most Likely to Soar in Q4","url":"https://stock-news.laohu8.com/highlight/detail?id=2272834099","media":"Motley Fool","summary":"There's no guarantee these Buffett stocks will take off. But the chances appear to be pretty good.","content":"<html><head></head><body><p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for <b>Berkshire Hathaway</b>.</p><p>That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire&#39;s portfolio that would probably deliver strong gains over the near term, the decision wouldn&#39;t be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.</p><h2>1. Chevron</h2><p><b>Chevron</b> now ranks as the fourth-largest position in Buffett&#39;s portfolio. It&#39;s one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.</p><p>The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron&#39;s share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.</p><p>I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.</p><p>All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron&#39;s valuation isn&#39;t so great that the stock wouldn&#39;t benefit from further global supply tightening.</p><h2>2. Occidental Petroleum</h2><p>Buffett has become a huge fan of <b>Occidental Petroleum</b>. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.</p><p>Occidental has been the best-performing stock in Berkshire&#39;s entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.</p><p>Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.</p><p>But there&#39;s another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it&#39;s almost a certainty that Occidental stock will keep rising.</p><h2>3. Apple</h2><p>You could make a good case that <b>Apple</b> ranks as Buffett&#39;s favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire&#39;s portfolio. Buffett has referred to it as one of Berkshire&#39;s &#34;four giants.&#34; The other three &#34;giants&#34; -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.</p><p>Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.</p><p>Don&#39;t think for a second that Apple can&#39;t rebound strongly in Q4, though. One key reason behind the stock&#39;s recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don&#39;t always pan out.</p><p>At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple&#39;s new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.</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 Warren Buffett Stocks Most Likely to Soar in Q4</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 Warren Buffett Stocks Most Likely to Soar in Q4\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-05 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/\">Web Link</a>\n\n</div>\n\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","AAPL":"苹果","OXY":"西方石油","CVX":"雪佛龙"},"source_url":"https://www.fool.com/investing/2022/10/04/3-warren-buffett-stocks-most-likely-to-soar-in-q4/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272834099","content_text":"Warren Buffett would probably be the last person on the planet to predict how stocks will perform over the short term. The legendary investor is much more focused on the long-term business prospects for the stocks he buys for Berkshire Hathaway.That is absolutely the correct mindset to have. However, if I had to pick the stocks in Berkshire's portfolio that would probably deliver strong gains over the near term, the decision wouldn't be that difficult. Here are the three Buffett stocks I think are most likely to soar in Q4.1. ChevronChevron now ranks as the fourth-largest position in Buffett's portfolio. It's one of the few stocks that the Berkshire Hathaway CEO has been consistently buying for several consecutive quarters.The oil and gas giant also stands as one of the few big winners for Buffett so far in 2022. Chevron's share price has jumped close to 30% year to date. This gain stemmed in large part from Ukraine war, a move that disrupted the global energy market.I think that Chevron stock will probably move even higher in Q4. Any hopes that the Russia-Ukraine conflict would end quickly have evaporated. European Union leaders agreed to ban 90% of most Russian oil imports by the end of this year. OPEC+ members are meeting this week to consider cutting oil production.All of this could translate to higher oil prices, which would be bad news for the public but good news for Chevron. With shares trading at around nine times expected earnings, Chevron's valuation isn't so great that the stock wouldn't benefit from further global supply tightening.2. Occidental PetroleumBuffett has become a huge fan of Occidental Petroleum. After months of aggressive buying, Berkshire now owns nearly 21% of the oil and gas company.Occidental has been the best-performing stock in Berkshire's entire portfolio so far this year. Its shares have skyrocketed by more than 120%. At one point, Oxy was up over 150% year to date.Can Occidental keep its momentum going in Q4? I think so. Importantly, the company benefits from the same global dynamics that should help Chevron. The two stocks also share nearly identical forward earnings multiples.But there's another factor that could boost Occidental stock even more this year. In August, Berkshire won regulatory authorization to acquire up to 50% of Occidental. If Buffett keeps buying shares, it's almost a certainty that Occidental stock will keep rising.3. AppleYou could make a good case that Apple ranks as Buffett's favorite stock after Berkshire itself. Apple is by far the biggest holding in Berkshire's portfolio. Buffett has referred to it as one of Berkshire's \"four giants.\" The other three \"giants\" -- the insurance business, BNSF Railway, and Berkshire Hathaway Energy -- are Berkshire subsidiaries.Unlike Chevron and Occidental, Apple has been a loser for Buffett in 2022. Shares of the tech giant have plunged around 20% year to date.Don't think for a second that Apple can't rebound strongly in Q4, though. One key reason behind the stock's recent slide is a Bloomberg report that Apple asked certain suppliers to scale back production of the new iPhone 14. But stories based on anonymous sources don't always pan out.At least one Wall Street analyst, Rosenblatt Securities, thinks that consumers in the U.S. and in other countries could enthusiastically buy Apple's new products. All it would take for Apple stock to soar from current levels is for the company to beat sales expectations during the holiday season.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910245556,"gmtCreate":1663635669075,"gmtModify":1676537305335,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9910245556","repostId":"2268919880","repostType":4,"repost":{"id":"2268919880","kind":"highlight","pubTimestamp":1663619595,"share":"https://ttm.financial/m/news/2268919880?lang=&edition=fundamental","pubTime":"2022-09-20 04:33","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Choppy Session Higher With Focus Firmly on Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2268919880","media":"Reuters","summary":"Wall Street's main indexes ended a seesaw session higher on Monday, as investors turned their attent","content":"<html><head></head><body><p>Wall Street&#39;s main indexes ended a seesaw session higher on Monday, as investors turned their attention to this week&#39;s policy meeting at the Federal Reserve and how aggressively it will hike interest rates.</p><p>Even more so than the Ukraine war or corporate earnings, the actions of the U.S. central bank are driving market sentiment as traders try to position themselves for a rising interest rate environment.</p><p>The S&amp;P 500 and the Nasdaq rebounded from logging their worst weekly percentage drop since June on Friday, as markets fully priced in at least a 75 basis point rise in rates at the end of Fed&#39;s Sept. 20-21 policy meeting, with Fed funds futures showing a 15% chance of a whopping 100 bps increase.</p><p>Unexpectedly hot August inflation data last week also raised bets on increased rate hikes down the road, with the terminal rate for U.S. fed funds now at 4.46%.</p><p>&#34;This is all about what&#39;s going to happen on Wednesday, and what comes out of the Fed&#39;s hands on Wednesday, so I think people are just going to wait and see until then,&#34; said Josh Markman, partner at Bel Air Investment Advisors.</p><p>&#34;We had a poor print when the CPI came in, so the Fed - who is behind the 8-ball - is now trying to get ahead of the curve and curb inflation, and that (awareness) is driving equity markets.&#34;</p><p>Reflecting the caution for new bets ahead of the Fed meeting, just 9.58 million shares traded on U.S. exchanges on Monday, the sixth lightest day for trading volume this year.</p><p>Focus will also be on new economic projections, due to be published alongside the Fed&#39;s policy statement at 2 p.m. ET (1800 GMT) on Wednesday.</p><p>Worries of Fed tightening have dragged the S&amp;P 500 down 18.2% this year, with a recent dire earnings report from delivery firm FedEx Corp, an inverted U.S. Treasury yield curve and warnings from the World Bank and the IMF about an impending global economic slowdown adding to the woes.</p><p>Goldman Sachs cut its forecast for 2023 U.S. GDP late on Friday as it projects a more aggressive Fed and sees that pushing the jobless rate higher than it previously expected.</p><p>&#34;The Fed will continue to plough along, we&#39;ll get 75 (bps) on Wednesday, but what comes next and whether they are going to pause or not after Wednesday, that is going to be the interesting part,&#34; said Bel Air&#39;s Markman.</p><p>The Dow Jones Industrial Average rose 197.26 points, or 0.64%, to 31,019.68, the S&amp;P 500 gained 26.56 points, or 0.69%, to 3,899.89 and the Nasdaq Composite added 86.62 points, or 0.76%, to 11,535.02.</p><p>A majority of the 11 S&amp;P 500 sectors rose. One exception was healthcare, down 0.6% as it was weighed by a fall in shares of vaccine maker Moderna Inc a day after President Joe Biden said in a CBS interview that &#34;the pandemic is over&#34;.</p><p>Industrial stocks rebounded 1.4% after a sharp drop on Friday, while banks gained 1.9%. Tech heavyweights Apple Inc and Tesla Inc rose 2.5% and 1.9%, respectively, to provide the biggest boost to the S&amp;P 500 and the Nasdaq.</p><p><a href=\"https://laohu8.com/S/TTWO\">Take-Two Interactive Software</a> Inc closed up 0.7%, having recovered from a slump earlier in the day caused by confirmation that a hacker had leaked the early footage of Grand Theft Auto VI, the next installment of the best-selling videogame.</p><p>Meanwhile, Knowbe4 Inc jumped 28.2% to $22.17, its highest close since May 4, after the cybersecurity firm said that <a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> Equity Partners had offered to take it private for $24 per share, valuing the company at $4.22 billion.</p><p>The S&amp;P 500 posted one new 52-week high and 28 new lows; the Nasdaq Composite recorded 29 new highs and 378 new lows. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Choppy Session Higher With Focus Firmly on Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Choppy Session Higher With Focus Firmly on Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 04:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-wall-street-ends-203315834.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street's main indexes ended a seesaw session higher on Monday, as investors turned their attention to this week's policy meeting at the Federal Reserve and how aggressively it will hike interest ...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-wall-street-ends-203315834.html\">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",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.yahoo.com/news/us-stocks-wall-street-ends-203315834.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268919880","content_text":"Wall Street's main indexes ended a seesaw session higher on Monday, as investors turned their attention to this week's policy meeting at the Federal Reserve and how aggressively it will hike interest rates.Even more so than the Ukraine war or corporate earnings, the actions of the U.S. central bank are driving market sentiment as traders try to position themselves for a rising interest rate environment.The S&P 500 and the Nasdaq rebounded from logging their worst weekly percentage drop since June on Friday, as markets fully priced in at least a 75 basis point rise in rates at the end of Fed's Sept. 20-21 policy meeting, with Fed funds futures showing a 15% chance of a whopping 100 bps increase.Unexpectedly hot August inflation data last week also raised bets on increased rate hikes down the road, with the terminal rate for U.S. fed funds now at 4.46%.\"This is all about what's going to happen on Wednesday, and what comes out of the Fed's hands on Wednesday, so I think people are just going to wait and see until then,\" said Josh Markman, partner at Bel Air Investment Advisors.\"We had a poor print when the CPI came in, so the Fed - who is behind the 8-ball - is now trying to get ahead of the curve and curb inflation, and that (awareness) is driving equity markets.\"Reflecting the caution for new bets ahead of the Fed meeting, just 9.58 million shares traded on U.S. exchanges on Monday, the sixth lightest day for trading volume this year.Focus will also be on new economic projections, due to be published alongside the Fed's policy statement at 2 p.m. ET (1800 GMT) on Wednesday.Worries of Fed tightening have dragged the S&P 500 down 18.2% this year, with a recent dire earnings report from delivery firm FedEx Corp, an inverted U.S. Treasury yield curve and warnings from the World Bank and the IMF about an impending global economic slowdown adding to the woes.Goldman Sachs cut its forecast for 2023 U.S. GDP late on Friday as it projects a more aggressive Fed and sees that pushing the jobless rate higher than it previously expected.\"The Fed will continue to plough along, we'll get 75 (bps) on Wednesday, but what comes next and whether they are going to pause or not after Wednesday, that is going to be the interesting part,\" said Bel Air's Markman.The Dow Jones Industrial Average rose 197.26 points, or 0.64%, to 31,019.68, the S&P 500 gained 26.56 points, or 0.69%, to 3,899.89 and the Nasdaq Composite added 86.62 points, or 0.76%, to 11,535.02.A majority of the 11 S&P 500 sectors rose. One exception was healthcare, down 0.6% as it was weighed by a fall in shares of vaccine maker Moderna Inc a day after President Joe Biden said in a CBS interview that \"the pandemic is over\".Industrial stocks rebounded 1.4% after a sharp drop on Friday, while banks gained 1.9%. Tech heavyweights Apple Inc and Tesla Inc rose 2.5% and 1.9%, respectively, to provide the biggest boost to the S&P 500 and the Nasdaq.Take-Two Interactive Software Inc closed up 0.7%, having recovered from a slump earlier in the day caused by confirmation that a hacker had leaked the early footage of Grand Theft Auto VI, the next installment of the best-selling videogame.Meanwhile, Knowbe4 Inc jumped 28.2% to $22.17, its highest close since May 4, after the cybersecurity firm said that Vista Equity Partners had offered to take it private for $24 per share, valuing the company at $4.22 billion.The S&P 500 posted one new 52-week high and 28 new lows; the Nasdaq Composite recorded 29 new highs and 378 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916264144,"gmtCreate":1664602975388,"gmtModify":1676537483973,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9916264144","repostId":"1193309788","repostType":4,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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: A New Problem Is Emerging</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: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">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"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913003402,"gmtCreate":1663885773506,"gmtModify":1676537354158,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9913003402","repostId":"1104523508","repostType":4,"repost":{"id":"1104523508","kind":"news","pubTimestamp":1663860487,"share":"https://ttm.financial/m/news/1104523508?lang=&edition=fundamental","pubTime":"2022-09-22 23:28","market":"us","language":"en","title":"The Federal Reserve Delivers A Massive Shock To The Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1104523508","media":"Seeking Alpha","summary":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied vol","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The Fed&#39;s forecast for rate hikes was more hawkish than expected.</li><li>Even the usually implied volatility melt didn&#39;t help to lift stocks.</li><li>The S&amp;P 500 could probably fall to around 3,100.</li></ul><p>After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(<i>I have two</i>) to understand. There was nothing cryptic or reading of the tea leaves to understand it.</p><p>Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.</p><p>There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.</p><p><img src=\"https://static.tigerbbs.com/c2486dcfedbac39aa134867b15ef0873\" tg-width=\"640\" tg-height=\"208\" referrerpolicy=\"no-referrer\"/></p><p>Federal Reserve</p><p><b>Old Games Didn&#39;t Work</b></p><p>Of course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&amp;P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.</p><p><img src=\"https://static.tigerbbs.com/459b1b4fde70f77ff59f4b70461818a8\" tg-width=\"640\" tg-height=\"352\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Rates Will Go Much Higher</b></p><p>The Fed&#39;s plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed&#39;s projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today&#39;s 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.</p><p>The Fed&#39;s projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed&#39;s expected path.</p><p><img src=\"https://static.tigerbbs.com/d9cc424c7d0e3e3e8aacd8113b242d37\" tg-width=\"640\" tg-height=\"312\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital</p><p>The shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we&#39;re likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.</p><p><img src=\"https://static.tigerbbs.com/fc4e3deca3e43f787644f7190a194f61\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe&#39;s energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.</p><p><img src=\"https://static.tigerbbs.com/25c055312b974bed34e316facbc1f710\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Tighter Financial Conditions</b></p><p>Rising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed&#39;s National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.</p><p><img src=\"https://static.tigerbbs.com/e8a87b59ca2e6b628c52613bf8779055\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Wider Spreads</b></p><p>Additionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.</p><p><img src=\"https://static.tigerbbs.com/422c3763f701f4e62df97f8511fd97b9\" tg-width=\"640\" tg-height=\"251\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>All of this is bad for stocks because, on a relative basis, the S&amp;P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That&#39;s a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&amp;P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&amp;P 500 PE ratio of 16.9 to approximately 13.8, or an S&amp;P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.</p><p><img src=\"https://static.tigerbbs.com/f4bef51568c210e3673e7b0a8aa6a8ba\" tg-width=\"640\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But that&#39;s the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&amp;P 500, and lower PE ratio.</p><p><b>Very Serious</b></p><p>The Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.</p><p>But now inflation is job number one for the Fed, and everything else is a distant second.</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 Federal Reserve Delivers A Massive Shock To The 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\">\nThe Federal Reserve Delivers A Massive Shock To The Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 23:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4542392-fed-delivers-massive-shock-to-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104523508","content_text":"SummaryThe Fed's forecast for rate hikes was more hawkish than expected.Even the usually implied volatility melt didn't help to lift stocks.The S&P 500 could probably fall to around 3,100.After several attempts to rein in the stock market, the Fed may have figured it out. The message was clear enough for a golden retriever(I have two) to understand. There was nothing cryptic or reading of the tea leaves to understand it.Powell struck the point again, reiterating his stance at Jackson Hole about his commitment to reining in inflation, which would create below-trend growth rates and higher unemployment. What solidified this commentary was the FOMC summary of economic projections, which laid it all out very nicely.There was nothing the equity market could cling to that it could twist and turn to make up some bullish narrative. It was what the Fed needed to deliver for financial conditions to tighten adequately and for the Fed to start to bring inflation down.Federal ReserveOld Games Didn't WorkOf course, the equity market tried to play its implied volatility melt in the middle of the trading session game, with the S&P 500 managing to rally by more than 2% off its post-FOMC lows. But still, what became clear was that sellers were in the market, and they could offset that usually implied volatility melt and sink stocks.BloombergRates Will Go Much HigherThe Fed's plan to get rates to 4.4% this year was just too much for the stock market and not expected. Fed Fund Futures were only looking at 4% rates by December 2022. The Fed's projections were 40 bps higher than the market and about 1.25% higher than the Fed Fund Rate following today's 75 BPS rate hike. That means the market will need to price two additional rate hikes for the rest of 2022.The Fed's projections for 4.6% for 2023 have also shifted the Fed Funds Futures peak terminal rate to 4.62% from 4.48% yesterday. Additionally, that peak rate is expected to come in May 2023 instead of April. But more importantly, as time passes, we should see those Fed Funds Futures begin to take the shape of the Fed's expected path.Mott CapitalThe shift in the futures market should feed through to the Treasury curve. Treasuries are already beginning to rise further with the 2-Yr and 3-Yr gaining and now above 4%. Based on the Fed projections, they would suggest we're likely to see the two and three-year Treasuries not only stay above 4% but well above 4%, potentially matching those peak terminal rates of 4.6% the Fed is forecasting.BloombergThe higher rates will help strengthen the dollar index, especially against Japan and China, which are clearly in much easier monetary policy positions. Additionally, with Europe's energy crisis and on the brink of recession, the dollar is likely to strengthen further against the euro.BloombergTighter Financial ConditionsRising rates and a stronger dollar also will help real yield rise, and together all of these things will work to tighten financial conditions even more in the coming weeks. While the Chicago Fed's National Financial Conditions (NFCI) and Adjusted NFCI tightened some this week, they still need to see their index value get above zero. Tightening financial conditions will work to sink stocks as they usually do.BloombergWider SpreadsAdditionally, corporate and high-yield credit spreads should widen further, which historically is directly tied to changes in the stock market volatility as measured by the VIX index. Plus, now that the VIX options expiration occurred on Sept. 21, the VIX will be able to move higher more freely and will not be tied to the lower levels due to option positioning.BloombergAll of this is bad for stocks because, on a relative basis, the S&P 500 already is expensive, with an equity risk premium over the 10-Yr of just 2.4%. That's a historically low level since 2010 and 135 bps below the historical average of 3.76%. An increase of 135 bps in the S&P 500 earnings yield would send it to roughly 7.25% from around 5.9%. That would take the S&P 500 PE ratio of 16.9 to approximately 13.8, or an S&P 500 value of roughly 3,100. That would be an additional 18% lower than its closing price of about 3,790 on Sept. 21.BloombergBut that's the thing - it all depends on where rates go because if rates do rise as the Fed suggests, and the 2-yr gets to around 4.5% and assuming the curve remains inverted by 50 bps, the 10-Yr would trade with a 4% yield, and then, of course, that would imply an even higher earnings yield for the S&P 500, and lower PE ratio.Very SeriousThe Fed is dead serious about raising rates. I have been warning about the end of QE and rate hikes and the consequence for about a year. As I also explained, the July and August 2022rally was a giant head-fake, and it got many investors on the wrong side of things, believing the Fed would cave and pivot. This time is different; the Fed has a serious inflation problem for the first time in about 40 years. During the 2010s, the Fed only had to worry about the unemployment rate because inflation was nonexistent, so that it could pivot at the first signs of slowing growth.But now inflation is job number one for the Fed, and everything else is a distant second.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981495795,"gmtCreate":1666577849317,"gmtModify":1676537770478,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981495795","repostId":"1111361245","repostType":4,"repost":{"id":"1111361245","kind":"news","pubTimestamp":1666584094,"share":"https://ttm.financial/m/news/1111361245?lang=&edition=fundamental","pubTime":"2022-10-24 12:01","market":"us","language":"en","title":"3 Stocks to Sell That Will Be Big Losers in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1111361245","media":"InvestorPlace","summary":"Now may be the time to avoid these three stocks to sell.Walgreens Boots Alliance Inc(WBA): Isn’t gro","content":"<html><head></head><body><ul><li>Now may be the time to avoid these three stocks to sell.</li><li><b>Walgreens Boots Alliance Inc</b>(<b>WBA</b>): Isn’t growing at a pace that inspires confidence.</li><li><b>Blue Apron</b>(<b>APRN</b>): Competition is too strong and could dominate this company long-term.</li><li><b>Gold Fields</b>(<b>GFI</b>): The company’s upcoming acquisition provides combination risk.</li></ul><p>As we start to think about wrapping up 2022, looking to next year and thinking about what the market will provide is exciting. Indeed, this year has been one in which simplifying and de-risking portfolios has been a profitable task. Accordingly, the search for stocks to sell is about as important as the search for value opportunities right now.</p><p>But where to start? After all, with these lower valuations comes better buying opportunities.</p><p>That’s true. However, next year could provide a continuation (or perhaps an elongation) of existing headwinds. Rising interest rates, still-high inflation, and demand pressures could weigh on even the best companies. There’s a lot to consider for investors concerned about the macro backdrop.</p><p>Thus, even companies many consider defensive companies could continue to see pressure. Let’s dive into three stocks to sell for investors looking to reduce risk in the near term.</p><p><b>Walgreens (WBA)</b></p><p>One of the stocks I’ve generally been bullish on over the long term is <b>Walgreens</b>(NASDAQ: <b>WBA</b>). The company’s size and scale in retail speak for themselves, as do its fundamentals. This still holds for investors thinking over a multi-year time horizon.</p><p>That said, there’s reason to be cautious, even in selling mode, around Walgreens.</p><p>A company that posted only 1.2% top-line growth in its recent quarter, Walgreens is a company growth investors won’t want to consider. This company has been hit this year due to expectations that growth may continue to slow. Additionally, a shift from goods to services has been seen in the broader economy. This isn’t a great backdrop for companies like Walgreens that focus on everyday consumer goods.</p><p>Thus, for those who consider these existing headwinds to be pervasive next year, it’s hard to see why the story around WBA stock will change. This company has a strong pharmacy division, likely to provide stability. However, like other retailers, Walgreens is a stock I think could be under pressure as earnings are revised lower.</p><p><b>Blue Apron (APRN)</b></p><p>A meal-delivery kit company, <b>Blue Apron</b>(NYSE: <b>APRN</b>), surged following the onset of the pandemic. Indeed, the attractiveness of having meals delivered, rather than risking exposure at the grocery store, drove significant growth in the company’s underlying business. Over time, many expected this growth to continue.</p><p>A pioneer in this space, Blue Apron has been at the meal kit game for a decade now. As of 2017, the company captured roughly 40% of the market. However, that market share number recently has come down to 9%.</p><p>Thus, it’s not only a post-pandemic decline facing Blue Apron, but an increasingly competitive environment with investors worried. This company has a bare-bones marketing budget of only $21 million, with competitors like <b>HelloFresh</b>(OTCMKTS:<b><u>HELFY</u></b>) putting more than $500 million into growing its business. For those thinking about Blue Apron’s growth prospects in this environment, it’s not looking good right now.</p><p><b>Gold Fields (GFI)</b></p><p>Gold has always been the friend of long-term investors. One of the best ways to protect wealth against inflation pressures still holds today. And there are plenty of gold miners to consider in this space. That said, <b>Gold Fields</b>(NYSE:<b>GFI</b>) is one of the stocks to sell in this space.</p><p>Yes, the price of gold isn’t as high as many investors would like it to be. And all valuations across this sector are tied to the price of gold. However, compared to many of its larger peers, Gold Fields has underperformed. This is a gold miner, which is down more than 24% on a year-to-date basis.</p><p>Much of this has to do with the company’s recent results. For the first half of this year, the company brought in revenue of $2.2 billion. That’s a 13% jump year-over-year, which has left some investors wanting more. Additionally, the company’s pending acquisition of <b>Yamana Gold</b> has pressured this stock lower, given the premium paid for this deal. Investors worried about combination risk may want to look at other top gold miners in this space as we head into 2023.</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>3 Stocks to Sell That Will Be Big Losers in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Stocks to Sell That Will Be Big Losers in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 12:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/3-stocks-to-sell-that-will-be-big-losers-in-2023/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Now may be the time to avoid these three stocks to sell.Walgreens Boots Alliance Inc(WBA): Isn’t growing at a pace that inspires confidence.Blue Apron(APRN): Competition is too strong and could ...</p>\n\n<a href=\"https://investorplace.com/2022/10/3-stocks-to-sell-that-will-be-big-losers-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFI":"金田","APRN":"Blue Apron Holdings Inc.","WBA":"沃尔格林联合博姿"},"source_url":"https://investorplace.com/2022/10/3-stocks-to-sell-that-will-be-big-losers-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111361245","content_text":"Now may be the time to avoid these three stocks to sell.Walgreens Boots Alliance Inc(WBA): Isn’t growing at a pace that inspires confidence.Blue Apron(APRN): Competition is too strong and could dominate this company long-term.Gold Fields(GFI): The company’s upcoming acquisition provides combination risk.As we start to think about wrapping up 2022, looking to next year and thinking about what the market will provide is exciting. Indeed, this year has been one in which simplifying and de-risking portfolios has been a profitable task. Accordingly, the search for stocks to sell is about as important as the search for value opportunities right now.But where to start? After all, with these lower valuations comes better buying opportunities.That’s true. However, next year could provide a continuation (or perhaps an elongation) of existing headwinds. Rising interest rates, still-high inflation, and demand pressures could weigh on even the best companies. There’s a lot to consider for investors concerned about the macro backdrop.Thus, even companies many consider defensive companies could continue to see pressure. Let’s dive into three stocks to sell for investors looking to reduce risk in the near term.Walgreens (WBA)One of the stocks I’ve generally been bullish on over the long term is Walgreens(NASDAQ: WBA). The company’s size and scale in retail speak for themselves, as do its fundamentals. This still holds for investors thinking over a multi-year time horizon.That said, there’s reason to be cautious, even in selling mode, around Walgreens.A company that posted only 1.2% top-line growth in its recent quarter, Walgreens is a company growth investors won’t want to consider. This company has been hit this year due to expectations that growth may continue to slow. Additionally, a shift from goods to services has been seen in the broader economy. This isn’t a great backdrop for companies like Walgreens that focus on everyday consumer goods.Thus, for those who consider these existing headwinds to be pervasive next year, it’s hard to see why the story around WBA stock will change. This company has a strong pharmacy division, likely to provide stability. However, like other retailers, Walgreens is a stock I think could be under pressure as earnings are revised lower.Blue Apron (APRN)A meal-delivery kit company, Blue Apron(NYSE: APRN), surged following the onset of the pandemic. Indeed, the attractiveness of having meals delivered, rather than risking exposure at the grocery store, drove significant growth in the company’s underlying business. Over time, many expected this growth to continue.A pioneer in this space, Blue Apron has been at the meal kit game for a decade now. As of 2017, the company captured roughly 40% of the market. However, that market share number recently has come down to 9%.Thus, it’s not only a post-pandemic decline facing Blue Apron, but an increasingly competitive environment with investors worried. This company has a bare-bones marketing budget of only $21 million, with competitors like HelloFresh(OTCMKTS:HELFY) putting more than $500 million into growing its business. For those thinking about Blue Apron’s growth prospects in this environment, it’s not looking good right now.Gold Fields (GFI)Gold has always been the friend of long-term investors. One of the best ways to protect wealth against inflation pressures still holds today. And there are plenty of gold miners to consider in this space. That said, Gold Fields(NYSE:GFI) is one of the stocks to sell in this space.Yes, the price of gold isn’t as high as many investors would like it to be. And all valuations across this sector are tied to the price of gold. However, compared to many of its larger peers, Gold Fields has underperformed. This is a gold miner, which is down more than 24% on a year-to-date basis.Much of this has to do with the company’s recent results. For the first half of this year, the company brought in revenue of $2.2 billion. That’s a 13% jump year-over-year, which has left some investors wanting more. Additionally, the company’s pending acquisition of Yamana Gold has pressured this stock lower, given the premium paid for this deal. Investors worried about combination risk may want to look at other top gold miners in this space as we head into 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981365994,"gmtCreate":1666402644418,"gmtModify":1676537752375,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9981365994","repostId":"2277288537","repostType":4,"repost":{"id":"2277288537","kind":"highlight","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":1666383586,"share":"https://ttm.financial/m/news/2277288537?lang=&edition=fundamental","pubTime":"2022-10-22 04:19","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow","url":"https://stock-news.laohu8.com/highlight/detail?id=2277288537","media":"Reuters","summary":"(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. ","content":"<html><head></head><body><p>(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.</p><p>Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.</p><p>San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it&#39;s time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an &#34;unforced downturn&#34; by hiking interest rates too sharply.</p><p>In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to &#34;a bit above&#34; 4.5% by early next year and then hold it there.</p><p>Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.</p><p>&#34;You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,&#34; said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;Then maybe just hold there for a while so you are getting a little bit of relief.&#34;</p><p>The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&amp;P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.</p><p>For the week, the S&amp;P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.</p><p>The report helped stocks recover from early losses as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.</p><p>That weighed on other companies that rely heavily on ad revenue such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, down 1.16% and Pinterest, off 6.40%.</p><p>Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.</p><p>American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon&#39;s profit slid 23% and the carrier missed estimates for wireless subscriber additions.</p><p>Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.</p><p>Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&amp;P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.</p><p>Schlumberger shot up 10.33% to help to lift the S&amp;P 500 energy sector 2.76% after reporting a quarterly profit above expectations.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Higher As Hopes for Less Aggressive Fed Grow\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\">2022-10-22 04:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.</p><p>Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.</p><p>San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it&#39;s time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an &#34;unforced downturn&#34; by hiking interest rates too sharply.</p><p>In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to &#34;a bit above&#34; 4.5% by early next year and then hold it there.</p><p>Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.</p><p>&#34;You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,&#34; said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.</p><p>&#34;Then maybe just hold there for a while so you are getting a little bit of relief.&#34;</p><p>The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&amp;P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.</p><p>For the week, the S&amp;P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.</p><p>The report helped stocks recover from early losses as <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.</p><p>That weighed on other companies that rely heavily on ad revenue such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc, down 1.16% and Pinterest, off 6.40%.</p><p>Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.</p><p>American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon&#39;s profit slid 23% and the carrier missed estimates for wireless subscriber additions.</p><p>Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.</p><p>Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&amp;P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.</p><p>Schlumberger shot up 10.33% to help to lift the S&amp;P 500 energy sector 2.76% after reporting a quarterly profit above expectations.</p><p>Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.</p></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277288537","content_text":"(Reuters) - U.S. stocks surged to close out the trading week on Friday after a report said the U.S. Federal Reserve will likely debate on a smaller interest rate hike in December, raising hopes the central bank may be poised to adopt a less aggressive policy stance.Some Fed officials have begun sounding out their desire to slow down the pace of increases soon, according to a Wall Street Journal report, and how to signal plans to approve a smaller increase in December.San Francisco Federal Reserve President Mary Daly echoed that sentiment and said it's time to start talking about slowing the pace of the hikes in borrowing costs and doing so should avoid sending the economy into an \"unforced downturn\" by hiking interest rates too sharply.In addition, Chicago Federal Reserve Bank President Charles Evans reiterated his stance the Fed should get policy to \"a bit above\" 4.5% by early next year and then hold it there.Analysts widely expect the Fed to hike rates by 75 basis points for a fourth straight meeting in November. Equities have been under pressure this year as the central bank has embarked on an aggressive rate hike path as it attempts to reign in stubbornly high inflation, increasing worries of a policy error that will send the economy into a recession.\"You had the (report) and then you had some confirmation that 75 seems to be pretty baked in for November here but perhaps there is room to slow and extend... rather than front-load so high and then have to peel off, you kind of ease to your 4.75% or 5% peak,\" said Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management in Minneapolis, Minnesota.\"Then maybe just hold there for a while so you are getting a little bit of relief.\"The Dow Jones Industrial Average rose 748.97 points, or 2.47%, to 31,082.56, the S&P 500 gained 86.97 points, or 2.37%, to 3,752.75 and the Nasdaq Composite added 244.87 points, or 2.31%, to 10,859.72.For the week, the S&P 500 climbed 4.74%, the Dow gained 4.89% and the Nasdaq rose 5.22%. Each of the three major indexes notched their biggest weekly percentage gains in four months.The report helped stocks recover from early losses as Snap Inc plunged 28.08% after posting its slowest quarterly revenue growth in five years as advertisers cut spending due to inflation and geopolitical woes.That weighed on other companies that rely heavily on ad revenue such as Meta Platforms Inc, down 1.16% and Pinterest, off 6.40%.Also falling after reporting quarterly earnings were American Express, which lost 1.67% and Verizon Communications, down 4.46%.American Express said it built bigger provisions to prepare for potential defaults as an economic downturn looms while Verizon's profit slid 23% and the carrier missed estimates for wireless subscriber additions.Next week will bring earnings from names such as Twitter , Microsoft Corp, Alphabet and Apple Inc.Despite the recent batch of disappointing results, third-quarter earnings season has so far has been better-than-feared, with growth expectations for S&P 500 companies at 3.1%, according to Refinitiv data, up from 2.8% earlier in the week but still well below the 11.1% forecast at the start of July.Schlumberger shot up 10.33% to help to lift the S&P 500 energy sector 2.76% after reporting a quarterly profit above expectations.Volume on U.S. exchanges was 12.15 billion shares, compared with the 11.57 billion average for the full session over the last 20 trading days.Advancing issues outnumbered declining ones on the NYSE by a 2.59-to-1 ratio; on Nasdaq, a 2.03-to-1 ratio favored advancers.The S&P 500 posted 9 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 60 new highs and 322 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980009447,"gmtCreate":1665613588289,"gmtModify":1676537634200,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9980009447","repostId":"2274583523","repostType":4,"repost":{"id":"2274583523","kind":"highlight","pubTimestamp":1665588301,"share":"https://ttm.financial/m/news/2274583523?lang=&edition=fundamental","pubTime":"2022-10-12 23:25","market":"us","language":"en","title":"2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2274583523","media":"Motley Fool","summary":"Wall Street analysts are bullish on these growth stocks in spite of the bear market.","content":"<html><head></head><body><p>It has been a tough year for investors. The <b>S&amp;P 500</b> last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, <b>Alphabet</b> and <b>Okta</b> both have a consensus rating of buy among analysts right now.</p><p>Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.</p><p>Here&#39;s why these growth stocks are worth buying today.</p><h2>Alphabet: A powerbroker in the advertising industry</h2><p>Alphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with <b>Netflix</b> as the top streaming service as measured by viewing time, according to <b>Nielsen</b>.</p><p>Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like <b>Amazon</b> and <b>Alibaba</b>, Google will still hold 27.5% market share by 2023, according to eMarketer.</p><p>Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.</p><p>Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.</p><p>Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.</p><h2>Okta: The most comprehensive identity platform</h2><p>Okta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.</p><p>Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like <b>Microsoft</b> 365 and <b>Salesforce</b>. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.</p><p>Unfortunately, the Auth0 integration has weighed on Okta&#39;s financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management&#39;s commentary regarding adoption of its customer identity cloud in the coming quarters.</p><p>On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.</p><p>Collectively, Okta&#39;s acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.</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>2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Stocks to Buy in October That Could Soar 87% to 114%, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","OKTA":"Okta Inc.","GOOG":"谷歌"},"source_url":"https://www.fool.com/investing/2022/10/11/2-stocks-to-buy-that-could-soar-115-wall-street/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274583523","content_text":"It has been a tough year for investors. The S&P 500 last peaked in early January, and the broad-based index has since lost 24% of its value, putting it in a bear market. But some Wall Street analysts view that downturn as a buying opportunity. For instance, Alphabet and Okta both have a consensus rating of buy among analysts right now.Better yet, Tigress Financial analyst Ivan Feinseth has a price target of $186 per share on Alphabet, which implies an 87% upside. And Oppenheimer analyst Ittai Kidron has a price target of $115 per share on Okta, which implies a 114% upside.Here's why these growth stocks are worth buying today.Alphabet: A powerbroker in the advertising industryAlphabet is the parent company of search giant Google, a business that commands so much loyalty that it can reasonably be called the gateway to the internet. In fact, Google currently holds more than 90% market share among search engines. But Google also owns the wildly popular online video platform YouTube, which is currently tied with Netflix as the top streaming service as measured by viewing time, according to Nielsen.Google has used those highly engaging web properties to position itself as a powerbroker in the advertising industry. It collected a stunning 27.5% of global digital ad spend in 2020, and despite tough competition from tech companies like Amazon and Alibaba, Google will still hold 27.5% market share by 2023, according to eMarketer.Meanwhile, Google is also gaining share in cloud computing. Google Cloud captured 8% of cloud infrastructure spending in the second quarter of 2022, up from 5% in the second quarter of 2019, according to Canalys. One of the drivers behind that success is its leadership in the data cloud market, which itself stems from expertise in analytics and artificial intelligence.Not surprisingly, Alphabet has delivered stellar financial results like clockwork. Revenue climbed 26% to $278.1 billion in the past year, and free cash flow jumped 11% to $65.2 billion. But investors have good reason to believe that momentum will carry into the coming years.Looking ahead, eMarketer says global digital ad spend will grow at nearly 10% per year to reach $876 billion by 2026, and Grand View Research estimates cloud computing spend will grow at nearly 16% per year to reach $1.6 trillion by 2030. That puts Alphabet in front of a massive market opportunity, and with shares trading at a reasonable 4.9 times sales -- a discount to the three-year average of 6.8 times sales -- now is a great time to buy this growth stock.Okta: The most comprehensive identity platformOkta specializes in identity and access management (IAM), a branch of cybersecurity that seeks to ensure only the right people can access applications and resources at the appropriate time. Its platform allows administrators to enforce contextual access policies based on factors like identity, device, and location, and it leans on artificial intelligence to measure risk and authenticate users.Okta offers the most comprehensive IAM solution on the market, according to management. Its platform features over 7,000 prebuilt integrations that simplify adoption, making it easy for businesses to integrate identity into workforce applications like Microsoft 365 and Salesforce. Its platform also features developer tools -- acquired from Auth0 last year -- that allow businesses to embed identity into customer applications.Unfortunately, the Auth0 integration has weighed on Okta's financial performance. Revenue climbed 57% to $1.6 billion over the past year, but free cash flow fell 81% to $23 million. Management recently addressed that issue by restructuring its product portfolio to simplify its go-to-market strategy. Investors should keep an eye on the situation, paying close attention to management's commentary regarding adoption of its customer identity cloud in the coming quarters.On the other side of its business, Okta recently bolstered its workforce identity cloud with the launch of an identity governance and administration (IGA) product, Okta Identity Governance. That IGA solution simplifies auditing and compliance for customers, and it streamlines identity workflows with automation. Okta Identity Governance is now live in North America, and the global launch is slated for later this year. Also noteworthy, Okta has a privileged access management (PAM) product set to launch a few quarters down the road, further expanding its workforce identity cloud. PAM solutions are focused on securing superuser accounts and other highly privileged accounts.Collectively, Okta's acquisition of Auth0 and its introduction of IGA and PAM solutions brings its total addressable market to $80 billion, leaving a long runway for growth. And with shares trading at 5.2 times sales -- a steep discount to the three-year average of 28.2 times sales -- now is a great time to buy this stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912653504,"gmtCreate":1664836313708,"gmtModify":1676537514210,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9912653504","repostId":"1155119620","repostType":4,"repost":{"id":"1155119620","kind":"news","pubTimestamp":1664810520,"share":"https://ttm.financial/m/news/1155119620?lang=&edition=fundamental","pubTime":"2022-10-03 23:22","market":"us","language":"en","title":"Apple: Hello Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1155119620","media":"Seeking Alpha","summary":"SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming Hallow","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A friendly reminder that AAPL will be reporting its FQ4&#39;22 earnings on 27 October 2022.</li><li>It seems that this giant could not escape the dreary recession party, just in time for the upcoming Halloween.</li><li>If the reports were indeed true, we might see the company report impacted earnings for H2&#39;22.</li><li>That would put more downward pressure on the stock performance of the world&#39;s largest market cap company, which has been greatly see-sawing for the past year.</li><li>Tragic indeed, since we were more hopeful.</li></ul><p><b>Investment Thesis</b></p><p>Apple&#39;s (NASDAQ:AAPL) throne as the world&#39;s most valuable company seems a little shaky, with the onslaught of negative news thus far. The company had to cut itsiPhone14 production output by -6.66%, back to its original plan of 90M handsets, similar to previous releases. On one hand, we expect some of those headwinds to be well balanced by the robust demand for its premium models, compensating for the lost volume with higher margins. On the other hand, it is apparent that the rising inflation, record high oil/gas prices, China&#39;s economic slump (one of AAPL&#39;s best markets), and geopolitical issues in the EU are impacting consumers&#39; discretionary spending, with the global smartphone market expected to deflate by -6.5% in 2022 to 1.27B units instead.</p><p>It remains to be seen if the Cupertino giant will suffer financially during this economic downturn, since the previous recession in 2008 had impacted AAPL&#39;s top and bottom lines growth to a certain extent. The company reported a notable YoY growth of 14.4% in revenues and 34.69% in net incomes for FY2009, compared to 52.5% and 75.07% in FY2009. The recessionary impacts were considerably mild then, since consumer discretionary spending remained relatively robust for the company.</p><p>Nonetheless, we are already starting to see some stock weaknesses. AAPL has continuously failed to break its resistance level at the $180s and, consequently, lost -22.10% of its value from its peak levels in March and August 2022. The S&amp;P 500 Index had also plunged by -24.10% YTD, indicating peak market pessimism and fear levels. During the previous recession, both stocks had tanked, with AAPL reporting a -52.21% plunge and the S&amp;P 500 a -43.37% plunge between August and December 2008.</p><p>However, all hope is not lost, since the September CPI released in early October may provide the potential catalyst for the stock market&#39;s recovery, due to the Fed&#39;s projected terminal rate of4.6% by 2023. This potentially indicates a 75 basis point hike in November, with January 2023 moderating with a 50 basis point hike. Therefore, we may speculatively assume that most of the pessimism is already baked in, barring an earnings miss ahead. We shall see.</p><p><b>Mr. Market Is Still Hopeful About This Last Frontier</b><img src=\"https://static.tigerbbs.com/6e6e5a1cae35b8931343e48558a302b0\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>For FQ4&#39;22, AAPL is expected to report revenues of $88.74B and operating margins of 27.4%, representing an increase of 6.96% though a moderation of 0.4 percentage points QoQ, respectively. Otherwise, an increase of 6.45% and a decline of -1.1 percentage points YoY, respectively, with the latter attributed to the rising costs. It remains to be seen if AAPL will be able to achieve its previous guidance of accelerated sales and gross margins between 41.5% to 42.5% for FQ4&#39;22.</p><p>In contrast, consensus estimates that AAPL will report net incomes of $20.37B and net income margins of 23% for the upcoming quarter, indicating certain headwinds to its profitability, with a minimal increase of 4.78% and a decline of -0.4 percentage points QoQ, respectively. Otherwise, a notable decline of -0.87% and -1.7 percentage points YoY, respectively. With an estimated EPS of $1.27 for FQ4&#39;22, AAPL would be looking at a decent 5.83% QoQ and 2.07% YoY growth. It might just be enough to satisfy Mr. Market&#39;s highly pessimistic outlook, preserving its cult stock status ahead.</p><p><img src=\"https://static.tigerbbs.com/4647325ee184db498185ed216ae70003\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Nonetheless, Mr. Market is cautiously confident about AAPL&#39;s projected cash flow, with a Free Cash Flow (FCF) generation of $21.89B and an FCF margin of 24.6% in FQ4&#39;22. It indicated a decent improvement of 5.29% and -0.5 percentage points QoQ, respectively. Otherwise, massive YoY growth of 28.91% and 4.2 percentage points, respectively. AAPL&#39;s chances of success would be higher as well, assuming aggressive cost cuts across the board. We shall see, given the historical trend of elevated capital expenditures thus far, especially in FQ4s.</p><p><img src=\"https://static.tigerbbs.com/2272b2e2674db1028a34156cdb527164\" tg-width=\"640\" tg-height=\"354\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Over the next four years, AAPL is expected to report revenue and net income growth at a CAGR of 5.19% and 2.98%, respectively. For now, Mr. Market remains somewhat positive, since these long-term projections and FY2022 estimates remain in line since our previous analysis in August, though slightly discounted by -2.9% since May 2022. Its upcoming earnings call will make or break AAPL&#39;s stock performance, as the EU enters its first winter without Russian gas and the Feds continue to fight against the rising inflation through 2023.</p><p>In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.</p><ul><li>Apple Vs. Meta: Battle Of The Mixed Reality</li><li>AnAppleA Day Keeps The Portfolio Healthy (And Potentially, Recession At Bay)</li><li>CanAppleBe The New Tesla - Smartphone On Wheels By 2025?</li></ul><p><b>So, Is AAPL Stock A Buy, Sell, Or Hold?AAPL 5Y EV/Revenue and P/E Valuations</b><img src=\"https://static.tigerbbs.com/a36ca45afe53753e7a5a6854436f2769\" tg-width=\"640\" tg-height=\"253\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>AAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 22.92x, higher than its 5Y mean of 4.63x and 21.94x, respectively. The stock is also trading at $142.84, down -21.91% from its 52 weeks high of $182.94, though at a premium of 10.69% from its 52 weeks low of $129.04. With a consensus estimate price target of $188.22, it is apparent that there is still a notable 32.10% upside from current prices</p><p><b>AAPL &amp; SPY 5Y/1Y Stock Price</b></p><p><img src=\"https://static.tigerbbs.com/2c1e569f2277b0630924e459640a4bc9\" tg-width=\"640\" tg-height=\"167\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P Capital IQ</p><p>Both stocks also have had a relatively interesting co-existing relationship in their performance thus far, naturally, since AAPL accounts for 7.1% of the S&amp;P 500 Index weighting. While APPL obviously had better returns thus far for the past 5Y at 289.6% and 10Y at 597.4%, the S&amp;P 500 has also fared comparatively decent with 57.4% and 204.2%, respectively. These numbers are impressive, given that many other stocks have been decimated thus far.</p><p>With the stocks trading below their 50 and 100-day moving averages, both look relatively attractive, considering the massive returns upon market recovery by Q1&#39;23. Naturally, the market will always be full of pitfalls for anyone who tries to pitch the perfect timing, since there may still be some downsides from current levels. As a result, investors with higher risk tolerances may consider nibbling at these levels, fully understanding the great importance of AAPL through the next decade.</p><p>Otherwise, conservative investors (like myself) will be waiting for more clarity from its upcoming earnings call, since the whole market seems to be heading for destruction one way or another. With little catalyst for short-term recovery, the AAPL stock will be testing the June lows of $130s over the next week or so. If that support level is breached, my oh my, we are in for a catastrophic rollercoaster ride indeed. Good luck all.</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: Hello Recession</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: Hello Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543980-apple-hello-recession><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543980-apple-hello-recession\">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/4543980-apple-hello-recession","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155119620","content_text":"SummaryA friendly reminder that AAPL will be reporting its FQ4'22 earnings on 27 October 2022.It seems that this giant could not escape the dreary recession party, just in time for the upcoming Halloween.If the reports were indeed true, we might see the company report impacted earnings for H2'22.That would put more downward pressure on the stock performance of the world's largest market cap company, which has been greatly see-sawing for the past year.Tragic indeed, since we were more hopeful.Investment ThesisApple's (NASDAQ:AAPL) throne as the world's most valuable company seems a little shaky, with the onslaught of negative news thus far. The company had to cut itsiPhone14 production output by -6.66%, back to its original plan of 90M handsets, similar to previous releases. On one hand, we expect some of those headwinds to be well balanced by the robust demand for its premium models, compensating for the lost volume with higher margins. On the other hand, it is apparent that the rising inflation, record high oil/gas prices, China's economic slump (one of AAPL's best markets), and geopolitical issues in the EU are impacting consumers' discretionary spending, with the global smartphone market expected to deflate by -6.5% in 2022 to 1.27B units instead.It remains to be seen if the Cupertino giant will suffer financially during this economic downturn, since the previous recession in 2008 had impacted AAPL's top and bottom lines growth to a certain extent. The company reported a notable YoY growth of 14.4% in revenues and 34.69% in net incomes for FY2009, compared to 52.5% and 75.07% in FY2009. The recessionary impacts were considerably mild then, since consumer discretionary spending remained relatively robust for the company.Nonetheless, we are already starting to see some stock weaknesses. AAPL has continuously failed to break its resistance level at the $180s and, consequently, lost -22.10% of its value from its peak levels in March and August 2022. The S&P 500 Index had also plunged by -24.10% YTD, indicating peak market pessimism and fear levels. During the previous recession, both stocks had tanked, with AAPL reporting a -52.21% plunge and the S&P 500 a -43.37% plunge between August and December 2008.However, all hope is not lost, since the September CPI released in early October may provide the potential catalyst for the stock market's recovery, due to the Fed's projected terminal rate of4.6% by 2023. This potentially indicates a 75 basis point hike in November, with January 2023 moderating with a 50 basis point hike. Therefore, we may speculatively assume that most of the pessimism is already baked in, barring an earnings miss ahead. We shall see.Mr. Market Is Still Hopeful About This Last FrontierS&P Capital IQFor FQ4'22, AAPL is expected to report revenues of $88.74B and operating margins of 27.4%, representing an increase of 6.96% though a moderation of 0.4 percentage points QoQ, respectively. Otherwise, an increase of 6.45% and a decline of -1.1 percentage points YoY, respectively, with the latter attributed to the rising costs. It remains to be seen if AAPL will be able to achieve its previous guidance of accelerated sales and gross margins between 41.5% to 42.5% for FQ4'22.In contrast, consensus estimates that AAPL will report net incomes of $20.37B and net income margins of 23% for the upcoming quarter, indicating certain headwinds to its profitability, with a minimal increase of 4.78% and a decline of -0.4 percentage points QoQ, respectively. Otherwise, a notable decline of -0.87% and -1.7 percentage points YoY, respectively. With an estimated EPS of $1.27 for FQ4'22, AAPL would be looking at a decent 5.83% QoQ and 2.07% YoY growth. It might just be enough to satisfy Mr. Market's highly pessimistic outlook, preserving its cult stock status ahead.S&P Capital IQNonetheless, Mr. Market is cautiously confident about AAPL's projected cash flow, with a Free Cash Flow (FCF) generation of $21.89B and an FCF margin of 24.6% in FQ4'22. It indicated a decent improvement of 5.29% and -0.5 percentage points QoQ, respectively. Otherwise, massive YoY growth of 28.91% and 4.2 percentage points, respectively. AAPL's chances of success would be higher as well, assuming aggressive cost cuts across the board. We shall see, given the historical trend of elevated capital expenditures thus far, especially in FQ4s.S&P Capital IQOver the next four years, AAPL is expected to report revenue and net income growth at a CAGR of 5.19% and 2.98%, respectively. For now, Mr. Market remains somewhat positive, since these long-term projections and FY2022 estimates remain in line since our previous analysis in August, though slightly discounted by -2.9% since May 2022. Its upcoming earnings call will make or break AAPL's stock performance, as the EU enters its first winter without Russian gas and the Feds continue to fight against the rising inflation through 2023.In the meantime, we encourage you to read our previous article on AAPL, which would help you better understand its position and market opportunities.Apple Vs. Meta: Battle Of The Mixed RealityAnAppleA Day Keeps The Portfolio Healthy (And Potentially, Recession At Bay)CanAppleBe The New Tesla - Smartphone On Wheels By 2025?So, Is AAPL Stock A Buy, Sell, Or Hold?AAPL 5Y EV/Revenue and P/E ValuationsS&P Capital IQAAPL is currently trading at an EV/NTM Revenue of 5.81x and NTM P/E of 22.92x, higher than its 5Y mean of 4.63x and 21.94x, respectively. The stock is also trading at $142.84, down -21.91% from its 52 weeks high of $182.94, though at a premium of 10.69% from its 52 weeks low of $129.04. With a consensus estimate price target of $188.22, it is apparent that there is still a notable 32.10% upside from current pricesAAPL & SPY 5Y/1Y Stock PriceS&P Capital IQBoth stocks also have had a relatively interesting co-existing relationship in their performance thus far, naturally, since AAPL accounts for 7.1% of the S&P 500 Index weighting. While APPL obviously had better returns thus far for the past 5Y at 289.6% and 10Y at 597.4%, the S&P 500 has also fared comparatively decent with 57.4% and 204.2%, respectively. These numbers are impressive, given that many other stocks have been decimated thus far.With the stocks trading below their 50 and 100-day moving averages, both look relatively attractive, considering the massive returns upon market recovery by Q1'23. Naturally, the market will always be full of pitfalls for anyone who tries to pitch the perfect timing, since there may still be some downsides from current levels. As a result, investors with higher risk tolerances may consider nibbling at these levels, fully understanding the great importance of AAPL through the next decade.Otherwise, conservative investors (like myself) will be waiting for more clarity from its upcoming earnings call, since the whole market seems to be heading for destruction one way or another. With little catalyst for short-term recovery, the AAPL stock will be testing the June lows of $130s over the next week or so. If that support level is breached, my oh my, we are in for a catastrophic rollercoaster ride indeed. Good luck all.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989988599,"gmtCreate":1665886246311,"gmtModify":1676537675343,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989988599","repostId":"1178064205","repostType":4,"repost":{"id":"1178064205","kind":"news","pubTimestamp":1665883812,"share":"https://ttm.financial/m/news/1178064205?lang=&edition=fundamental","pubTime":"2022-10-16 09:30","market":"us","language":"en","title":"Buy These 2 Chip Stocks on the Dip, Say Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=1178064205","media":"TipRanks","summary":"The semiconductor sector has been under pressure all year, as the economy slows down and consumers’ ","content":"<div>\n<p>The semiconductor sector has been under pressure all year, as the economy slows down and consumers’ buying power shrinks. Adding fuel to fire, the Biden Administration announced last week a new set of...</p>\n\n<a href=\"https://www.tipranks.com/news/article/buy-these-2-chip-stocks-on-the-dip-say-analysts\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy These 2 Chip Stocks on the Dip, Say Analysts</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\">\nBuy These 2 Chip Stocks on the Dip, Say Analysts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/buy-these-2-chip-stocks-on-the-dip-say-analysts><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The semiconductor sector has been under pressure all year, as the economy slows down and consumers’ buying power shrinks. Adding fuel to fire, the Biden Administration announced last week a new set of...</p>\n\n<a href=\"https://www.tipranks.com/news/article/buy-these-2-chip-stocks-on-the-dip-say-analysts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通","TSM":"台积电"},"source_url":"https://www.tipranks.com/news/article/buy-these-2-chip-stocks-on-the-dip-say-analysts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178064205","content_text":"The semiconductor sector has been under pressure all year, as the economy slows down and consumers’ buying power shrinks. Adding fuel to fire, the Biden Administration announced last week a new set of semiconductor export restrictions to China – and the chip stocks have been falling since.On the positive side, however, investors should remember that semiconductor chips are essential products, and are always in demand even if that demand is slowing. Chip companies, in the meantime, are making moves to ramp up their US infrastructure investments.With this in mind, we’ll take a look at a couple of chip stocks, using the latest data collated fromTipRanks. Both have Strong Buy ratings from the analysts, and after steep losses this year, both have also feature plenty of upside potential going forward.Broadcom, Inc.(AVGO)The first chip stock we’re looking at, Broadcom, has been one of the chip industries leading players for the better part of a decade, and its 2021 annual revenues, at $23.8 billion, made it the fifth largest chip maker by total sales. The company is based in Irvine, California, and its product lines have found use in cybersecurity, mainframe and enterprise software, storage and memory systems, wireless and wired networking systems, and optical connections. And with all of that, AVGO shares are still down 33% so far this year.The year-to-date share losses have come even as the company’s revenues and earnings have been climbing, steadily, for the past two years. In the last quarter reported, Q3 of fiscal year 2022 which ended on July 31, Broadcom reported $8.46 billion in total revenue. This represented a gain of 25% year-over-year, and was the highest total in the last two years. The revenues supported earnings of $3.07 billion by GAAP measures, for an EPS of $7.15 per share. By non-GAAP measures, the EPS came out to $9.73 per diluted share. This last metric was up 39% from the year-ago quarter.These weren’t the only positive metrics. Broadcom also reported $4.42 billion in cash from operations in fiscal Q3, with $4.3 billion in free cash flow. The FCF was 51% of total revenue, and supported the company’s capital return program. Broadcom, through its dividend and share repurchases, returned $3.2 billion to shareholders in Q3, with $1.7 billion of that through the dividend and $1.5 billion through the repurchase program.The dividend, which was paid out on September 30, was set at $4.10 per common share. The annualized rate of $16.40 gives a yield of 3.75%, well above the average yield found among peer companies.Big names like Broadcom typically catch the eye of the Street’s best analyst, and Deutsche Bank’s 5-star stock watcher Ross Seymore, who holds the #23 ranking overall from TipRanks, covers AVGO. He sees the company as a sound defensive move for investors, writing in a note early this month, “[We] do not expect AVGO to remain totally immune from rising macro headwinds, we believe they can weather the situation better than most due to a consistent scrubbing of backlog to ensure shipments are only matching ‘true demand,’ long lead times on non-cancellable orders, and heavy infrastructure exposure (~80% of revs). Looking forward, we believe these defensive attributes will remain especially appealing as macro headwinds likely accelerate, with AVGO able to further boost its investor appeal by raising its dividend at the end of F4Q22…”Building on this optimistic stance on AVGO, Seymore rates the stock as a Buy, with a $635 price target that indicates room for ~49% one-year upside potential.Broadcom’s major-league status in the chip industry has attracted 11 recent analyst reviews, and these unanimously agree that the stock is one to Buy, making for a Strong Buy consensus rating. The shares are priced at $427.10 – and the $674 average price target implies a gain of ~58% in the next 12 months.Taiwan Semiconductor Manufacturing(TSM)Next up is Taiwan Semiconductor, one of that island’s major high-tech manufacturing firms. TSM is the only Taiwanese company on the ‘top 10’ list of the world’s largest semiconductor chip companies, where it ranks first by market cap and second by total revenue. TSM boasts a market value of $343 billion, and saw revenues of $56.8 billion last year. Taiwan Semi operates as the world’s largest contract chip maker, or foundry, mass producing chips that are designed by smaller firms elsewhere.Like Broadcom above, Taiwan Semi has seen its revenues and earnings grow steadily in recent quarters, even as the share price has dropped. Shares of TSM are down 43% this year, reflecting geopolitical risks. But as the 3Q22 report – just released today – shows, geopolitics and a falling share price haven’t stopped Taiwan Semi from bringing in profits.The company’s top line came in at $20.23 billion in Q3, a total that was up more than 11% from Q2 – and up an even more impressive 36% from the year-ago quarter. The top line supported earnings of $1.79 per share, which came in well above the $1.65 forecast and grew 67% y/y.In addition to the sound headline numbers, Taiwan Semi’s management has also recently announced that the company will reduce its capital expenditures by 10%, from $40 billion to $36 billion, as the company adjusts its ‘capacity optimization’ for its N7 chip manufacture. This has been interpreted as a move to match capabilities with projected customer demand.Needham analyst Charles Shi describes the Q3 results here as ‘largely in-line’ with his firm’s forecast, and goes on to say, “While the company’s bullish comments on N5 and N3 are encouraging, we are taking our 2023 sales growth estimate down by 3pts to reflect likely extended weakness of N7. Yet, we believe the market is not pricing in TSMC’s 2023 as an up year but as a down year; this makes the stock very attractive at its current all-time-low multiple, as we see it.” Shi adds, also, that the company is sanguine of near term, writing, “TSMC believes 2023 will be a down year for the industry–not a surprise to anyone–but will be a growth year for the company, driven by stronger technology differentiation, growth of its high-performance computing (HPC) portfolio, and pricing (more on this later). Notably, TSMC sees data center and automotive demand remaining steady…”For Shi, the bottom line is that he keeps his Buy rating on TSM, and his $110 price target implies a one-year upside potential of 72%.Taiwan Semi has 5 recent analyst reviews on file, and these include 4 Buys against 1 Hold, for a Strong Buy consensus rating. The stock’s $257.25 average price target suggests a robust 302% increase over the next 12 months, from the current trading price of $63.92.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579095725705542","authorId":"3579095725705542","name":"Louis7779","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3579095725705542","authorIdStr":"3579095725705542"},"content":"Pls like thanks","text":"Pls like thanks","html":"Pls like thanks"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998410185,"gmtCreate":1661046281749,"gmtModify":1676536443449,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998410185","repostId":"2260785313","repostType":4,"repost":{"id":"2260785313","kind":"highlight","pubTimestamp":1661045446,"share":"https://ttm.financial/m/news/2260785313?lang=&edition=fundamental","pubTime":"2022-08-21 09:30","market":"us","language":"en","title":"No, There Is No New Short-Selling Champion in Tesla Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2260785313","media":"Barrons","summary":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manag","content":"<html><head></head><body><p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.</p><p>A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.</p><p>A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.</p><p>But that isn&#39;t really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.</p><p>Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That&#39;s a long way from $4.3 billion.</p><p>It wouldn&#39;t be a good idea, though. There isn&#39;t high probability that Tesla stock will drop about $100 in the final hour of trading Friday.</p><p>(There isn&#39;t much trading volume in those contracts. It&#39;s just an example.)</p><p>Deer Park Chief Investment Officer Scott Burg told Barron&#39;s the Tesla put-options position amounted to 0.1% of his portfolio. That isn&#39;t all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.</p><p>That isn&#39;t a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn&#39;t get into contract specifics, but said the position was closed profitably. The tiny position is already gone.</p><p>Profits aren&#39;t hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.</p><p>Burg doesn&#39;t consider himself a big Tesla bear. He&#39;s says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.</p><p>The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.</p><p>Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.</p><p>What&#39;s more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn&#39;t pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It&#39;s a bearish bet.)</p><p>A Tesla holder selling a $900 call option that expires in September gets about $44. That&#39;s almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.</p><p>There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.</p><p>However, options don&#39;t indicate with certainty how someone feels about the stock that underlies the options contract.</p></body></html>","source":"lsy1601382232898","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>No, There Is No New Short-Selling Champion in Tesla 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\">\nNo, There Is No New Short-Selling Champion in Tesla Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-21 09:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA\">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"},"source_url":"https://www.barrons.com/articles/tesla-stock-short-selling-51660942310?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260785313","content_text":"There was a stir in the Tesla investing community when a regulator filing indicated that asset manager Deer Park Road made a seemingly huge bet against Tesla stock using put options. The stir is just a tempest in a teapot. There is no new short-selling champion for Tesla bears to hoist onto their shoulders.A put option is, generally speaking, a bearish bet. It gives the holder the right to sell a stock at a fixed price in the future. Holders of put options do better the lower a stock price falls.A quarterly regulatory filing indicated that Deer Park had amassed put-option contracts representing more than 4.8 million shares of Tesla (ticker: TSLA) stock. That much Tesla stock is worth roughly $4.3 billion at current prices. On the surface that looks like a massive bet.But that isn't really the way options work. The price paid for an options contract depends on many factors including the strike price and time to contract expiration.Consider Tesla put options that expire Friday Aug. 19, and give the holder the right to sell Tesla stock at about $800 a share are essentially trading for about one cent. Theoretically, amassing options contracts that reflect 4.8 million shares of Tesla could cost someone $48,000. That's a long way from $4.3 billion.It wouldn't be a good idea, though. There isn't high probability that Tesla stock will drop about $100 in the final hour of trading Friday.(There isn't much trading volume in those contracts. It's just an example.)Deer Park Chief Investment Officer Scott Burg told Barron's the Tesla put-options position amounted to 0.1% of his portfolio. That isn't all that much, and indicates Deer Park probably paid the less than $1 per share represented the puts.That isn't a lot for a stock worth about $900. That also means the put options were either expiring soon, or deeply out of the money, or both. Burg didn't get into contract specifics, but said the position was closed profitably. The tiny position is already gone.Profits aren't hard to fathom. Tesla stock did fall, along with other technology shares, in the second quarter. Tesla stock dropped almost 38% from the end of March to the end of June while the Nasdaq Composite fell 22% over the same span.Burg doesn't consider himself a big Tesla bear. He's says he is bearish on the overall economy and the consumer. He expects Tesla stock to struggle, but just like any other consumer discretionary stock this coming year.The whole episode does illustrate an important lesson about options trading. There are many ways to use options in a portfolio.Investors can buy options contracts far from current prices. They are cheap and only pay off if extreme events happen. They can also be used to bet on volatility. Options get more valuable as stock volatility rises and less valuable when volatility falls. Options can be used to hedge a portfolio, too.What's more, bearish options bets can actually generate income for bullish investors. Take Tesla. It doesn't pay a dividend. If that irks some shareholders they can sell call options contracts. (Selling a call is similar to a put option. Both work out if the stock falls. It's a bearish bet.)A Tesla holder selling a $900 call option that expires in September gets about $44. That's almost 5% the value of the Tesla stock. The risk with selling call options against stock held is that the stock could go up. If Tesla hit $1,000, that holder would have essentially sold some of his position for $900, missing out on the additional gain.There are many other things pros do with options. People have careers trading options for brokerage firms and asset managers.However, options don't indicate with certainty how someone feels about the stock that underlies the options contract.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9093498925,"gmtCreate":1643681992551,"gmtModify":1676533843530,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like plz","listText":"Like plz","text":"Like plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093498925","repostId":"2208335465","repostType":4,"repost":{"id":"2208335465","kind":"news","pubTimestamp":1643670433,"share":"https://ttm.financial/m/news/2208335465?lang=&edition=fundamental","pubTime":"2022-02-01 07:07","market":"us","language":"en","title":"US STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2208335465","media":"Reuters","summary":"* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls","content":"<html><head></head><body><p>* Nasdaq posts worst January since 2008</p><p>* S&amp;P 500, Dow see worst month since March 2020</p><p>* Citrix falls on $16.5 bln deal to take it private</p><p>* Indexes end up: Dow 1.17%, S&amp;P 1.89%, Nasdaq 3.41%</p><p>Jan 31 (Reuters) - U.S. stocks closed higher on Monday, at the end of a volatile month for Wall Street where the tech-heavy Nasdaq narrowly avoided its worst ever start to the year and the S&amp;P 500 recorded its weakest January performance since 2009.</p><p>Valuations of growth and technology stocks have come under increasing scrutiny, as investors fretted about companies trading at lofty valuations at a time when the U.S. Federal Reserve is set to begin raising interest rates to combat inflation and withdraw its pandemic stimulus measures.</p><p>In early Monday trading, the Nasdaq was on course to surpass its worst opening-month performance on record, when it fell 9.89% in 2008. However, after its best <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since March 2021, it closed out January down 8.99%.</p><p>&#34;At the end of the day, interest rates are going to have to move higher, and companies with high multiples will have to trade lower,&#34; said Decio Nascimento, chief investment officer of Norbury Partners.</p><p>He added that, with costs such as wages rising, there will be increased investor focus on sectors that can better handle those inflationary pressures, with less latitude for companies which promise future growth but which currently generate negative cash flow.</p><p>All of the 11 major S&amp;P sectors advanced, led by a 3.8% rise in consumer discretionary stocks. The gain was led by Tesla Inc, which jumped 10.7% after Credit Suisse raised the electric car maker&#39;s stock rating to &#34;outperform&#34;.</p><p>For January though, consumer discretionary was the worst performing sector, slipping 9.7%. In all, only the energy sector ended the month in positive territory, aided by oil prices hitting their highest level since October 2014 on Friday.</p><p>Overall, the bellwether S&amp;P 500 had its worst overall month since the pandemic-led crash in March 2020.</p><p>The U.S. Federal Reserve last week signaled it intends to combat the four-decade high inflation by hiking key interest rates more aggressively than many market participants expected.</p><p>Fed funds futures traders are pricing in almost five rate increases by year-end, with some banks, such as the Bank of America now eyeing seven hikes this year.</p><p>&#34;What the Fed did last week was to widen the spectrum of possibility of what rates could be in a year or two, so when you do that, you are going to create volatility in equities&#34; said Norbury Partners&#39; Nascimento.</p><p>Geopolitical tensions have added to market uncertainty, with the U.S. and its allies threatening Russia with new economic sanctions if it attacks Ukraine.</p><p>The Dow Jones Industrial Average rose 406.39 points, or 1.17%, to 35,131.86, the S&amp;P 500 gained 83.7 points, or 1.89%, to 4,515.55 and the Nasdaq Composite added 469.31 points, or 3.41%, to 14,239.88.</p><p>Boeing Co rose 5.1%. The U.S. planemaker secured a launch order from Qatar Airways for a new freighter version of its 777X passenger jet and a provisional order for 737 MAX jets.</p><p>Citrix Systems Inc&#39;s shares fell 3.4% after the software company said it had agreed to be taken private for $16.5 billion including debt by affiliates of Elliott Management and <a href=\"https://laohu8.com/S/VGL.AU\">Vista</a> Equity Partners.</p><p>Volume on U.S. exchanges was 12.67 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.</p><p>The S&amp;P 500 posted eight new 52-week highs and no new lows; the Nasdaq Composite recorded 30 new highs and 45 new lows.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Nasdaq Narrowly Misses Worst January Ever as Wall Street Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-01 07:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls on $16.5 bln deal to take it private* Indexes end up: Dow 1.17%, S&P 1.89%, Nasdaq 3.41%Jan 31 (...</p>\n\n<a href=\"https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音","COMP":"Compass, Inc.","CTXS":"思杰系统"},"source_url":"https://finance.yahoo.com/news/us-stocks-nasdaq-narrowly-misses-214318546.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2208335465","content_text":"* Nasdaq posts worst January since 2008* S&P 500, Dow see worst month since March 2020* Citrix falls on $16.5 bln deal to take it private* Indexes end up: Dow 1.17%, S&P 1.89%, Nasdaq 3.41%Jan 31 (Reuters) - U.S. stocks closed higher on Monday, at the end of a volatile month for Wall Street where the tech-heavy Nasdaq narrowly avoided its worst ever start to the year and the S&P 500 recorded its weakest January performance since 2009.Valuations of growth and technology stocks have come under increasing scrutiny, as investors fretted about companies trading at lofty valuations at a time when the U.S. Federal Reserve is set to begin raising interest rates to combat inflation and withdraw its pandemic stimulus measures.In early Monday trading, the Nasdaq was on course to surpass its worst opening-month performance on record, when it fell 9.89% in 2008. However, after its best one-day gain since March 2021, it closed out January down 8.99%.\"At the end of the day, interest rates are going to have to move higher, and companies with high multiples will have to trade lower,\" said Decio Nascimento, chief investment officer of Norbury Partners.He added that, with costs such as wages rising, there will be increased investor focus on sectors that can better handle those inflationary pressures, with less latitude for companies which promise future growth but which currently generate negative cash flow.All of the 11 major S&P sectors advanced, led by a 3.8% rise in consumer discretionary stocks. The gain was led by Tesla Inc, which jumped 10.7% after Credit Suisse raised the electric car maker's stock rating to \"outperform\".For January though, consumer discretionary was the worst performing sector, slipping 9.7%. In all, only the energy sector ended the month in positive territory, aided by oil prices hitting their highest level since October 2014 on Friday.Overall, the bellwether S&P 500 had its worst overall month since the pandemic-led crash in March 2020.The U.S. Federal Reserve last week signaled it intends to combat the four-decade high inflation by hiking key interest rates more aggressively than many market participants expected.Fed funds futures traders are pricing in almost five rate increases by year-end, with some banks, such as the Bank of America now eyeing seven hikes this year.\"What the Fed did last week was to widen the spectrum of possibility of what rates could be in a year or two, so when you do that, you are going to create volatility in equities\" said Norbury Partners' Nascimento.Geopolitical tensions have added to market uncertainty, with the U.S. and its allies threatening Russia with new economic sanctions if it attacks Ukraine.The Dow Jones Industrial Average rose 406.39 points, or 1.17%, to 35,131.86, the S&P 500 gained 83.7 points, or 1.89%, to 4,515.55 and the Nasdaq Composite added 469.31 points, or 3.41%, to 14,239.88.Boeing Co rose 5.1%. The U.S. planemaker secured a launch order from Qatar Airways for a new freighter version of its 777X passenger jet and a provisional order for 737 MAX jets.Citrix Systems Inc's shares fell 3.4% after the software company said it had agreed to be taken private for $16.5 billion including debt by affiliates of Elliott Management and Vista Equity Partners.Volume on U.S. exchanges was 12.67 billion shares, compared with the 12.37 billion average for the full session over the last 20 trading days.The S&P 500 posted eight new 52-week highs and no new lows; the Nasdaq Composite recorded 30 new highs and 45 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983788557,"gmtCreate":1666319646980,"gmtModify":1676537740678,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9983788557","repostId":"1127402451","repostType":4,"repost":{"id":"1127402451","kind":"news","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":1666311905,"share":"https://ttm.financial/m/news/1127402451?lang=&edition=fundamental","pubTime":"2022-10-21 08:25","market":"us","language":"en","title":"Fed May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1127402451","media":"Reuters","summary":"(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sh","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.</p><p>The investment bank&#39;s analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That&#39;s because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank&#39;s primary tool for influencing the direction of the economy.</p><p>So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. &#34;I don&#39;t know what the final end point is of our balance sheet,&#34; Minneapolis Fed President Neel Kashkari said on Wednesday, but &#34;we have a ways to go.&#34;</p><p>That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.</p><p>Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.</p><p>The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.</p><p>Withdrawing stimulus has also meant shrinking the size of the Fed&#39;s balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.</p><p>The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means &#34;the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.&#34;</p><p>The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.</p><p>&#34;Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches &#39;ample&#39; much sooner than it expects,&#34; hitting that mark in the first half of 2023, the report said.</p><p>The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says</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 May Have to Slow Or Stop Balance Sheet Trimming in 2023, Barclays Says\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\">2022-10-21 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.</p><p>The investment bank&#39;s analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That&#39;s because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank&#39;s primary tool for influencing the direction of the economy.</p><p>So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. &#34;I don&#39;t know what the final end point is of our balance sheet,&#34; Minneapolis Fed President Neel Kashkari said on Wednesday, but &#34;we have a ways to go.&#34;</p><p>That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.</p><p>Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.</p><p>The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.</p><p>Withdrawing stimulus has also meant shrinking the size of the Fed&#39;s balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.</p><p>The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means &#34;the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.&#34;</p><p>The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.</p><p>&#34;Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches &#39;ample&#39; much sooner than it expects,&#34; hitting that mark in the first half of 2023, the report said.</p><p>The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127402451","content_text":"(Reuters) - The Federal Reserve may have to slow or stop shrinking its nearly $9 trillion balance sheet sooner than many now expect, according to a report from Barclays.The investment bank's analysts wrote this week that the current pace of the drawdown likely needs to change in the first half of next year. That's because if the Fed were to press forward with allowing its balance sheet to shrink, bank reserves would, by the end of 2023, fall to levels that would complicate maintaining firm control of the federal funds rate, the U.S. central bank's primary tool for influencing the direction of the economy.So far, Fed officials have given little guidance as to how long and how far they plan to go with cutting the holdings, noting only that they see it as an extended process heading to an uncertain end. \"I don't know what the final end point is of our balance sheet,\" Minneapolis Fed President Neel Kashkari said on Wednesday, but \"we have a ways to go.\"That end state of the process is tricky due to a number of factors. But the biggest uncertainty is that it is unclear when the financial system moves from ample levels of bank reserves to one where they are scarce.Scarce reserves mean the federal funds target rate can become volatile, which central bankers do not like. When reserves ran low in September 2019, the Fed was forced to intervene to bolster them through asset-buying and temporary liquidity injections.The Barclays analysis arrives as the Fed is tightening its monetary policy stance on two fronts. Its bid to lower inflation, which has been running at 40-year highs, is driving officials to push up their federal funds target rate range aggressively, with increases likely to spill over into next year.Withdrawing stimulus has also meant shrinking the size of the Fed's balance sheet. From a size of $4.2 trillion in March 2020, the holdings peaked at around $9 trillion as of last spring due to bond-buying stimulus efforts tied to the coronavirus pandemic. The Fed started drawing down its holdings by $95 billion per month as of September, with holdings now at $8.8 trillion. Amid that decline, bank reserves have been falling.The Barclays report said that due to changes in the financial system, total reserve levels are likely to come under pressure at higher levels, which means \"the current level of bank reserves is probably closer to reserve scarcity than might have been the case before 2015.\"The path the Fed is on right now will likely shave off just over $1 trillion from its balance sheet next year, which means reserves will become an issue for monetary policy before the end of the year, the report said.\"Our sense is that these changes to the shape and location of the demand curve for bank reserves will mean that the Fed reaches 'ample' much sooner than it expects,\" hitting that mark in the first half of 2023, the report said.The Barclays report acknowledges the Fed could tweak the settings of its rate control toolkit or resort to other measures that could buy it some space on the reserves issue. But those sorts of things only offer a temporary respite, which makes altering the pace of the balance sheet drawdown the more valuable tool.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989168911,"gmtCreate":1665959507134,"gmtModify":1676537681903,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9989168911","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989988058,"gmtCreate":1665886204074,"gmtModify":1676537675320,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989988058","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&amp;P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980003060,"gmtCreate":1665613600750,"gmtModify":1676537634201,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9980003060","repostId":"1180326920","repostType":4,"repost":{"id":"1180326920","kind":"news","pubTimestamp":1665588241,"share":"https://ttm.financial/m/news/1180326920?lang=&edition=fundamental","pubTime":"2022-10-12 23:24","market":"us","language":"en","title":"Nvidia: Rising From The Ashes","url":"https://stock-news.laohu8.com/highlight/detail?id=1180326920","media":"Seeking Alpha","summary":"That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA beli","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>A slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.</li><li>Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.</li><li>NVIDIA has several competitive advantages and pricing power to continue growing.</li><li>Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.</li></ul><p><b>When it Rains it Pours</b></p><p>NVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.</p><p>The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.</p><p><b>The Ethereum Merge</b></p><p>As one of my favorite investors, Peter Lynch said &#34;Fool me once, shame on you; fool me twice, shame on me!&#34;. This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.</p><p>One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA&#39;s strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.</p><p><img src=\"https://static.tigerbbs.com/9db17497b1870412cc17d7a09737a2cc\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA&#39;s Revenue Segments (The Next Platform)</p><p>At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.</p><p><b>Gaming - The RTX40 Series</b></p><p>NVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.</p><p>NVIDIA has always been the best in its class; it doesn&#39;t do windows and it doesn&#39;t do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.<b>More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards.</b> Quite simply, the used Ethereum card cannot perform even close to the Lovelace.</p><p><b>Datacenter - The Hopper and the Grace</b></p><p>The H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It&#39;s also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.</p><p>Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.</p><p>I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA&#39;s revenues.</p><p>Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be &#34;in line with last down cycles when capex decelerated&#34;.</p><p>AMD (AMD), which also guided Q3 down on slowing PC sales, <b>crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.</b></p><p><b>Grace</b>- The Grace, ARM-based CPU is NVIDIA&#39;s first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.</p><p>Clearly, NVIDIA smelled opportunity, and it&#39;s only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.</p><p><b>The Chip War with China</b></p><p>The biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China&#39;s prowess in building high-performance chips. The term &#34;chips of strategic importance&#34; is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.</p><p><b>Investment Case</b></p><p>Resuming Growth</p><p>To value the company going forward, I&#39;ve taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 <b>butentirely without Crypto sales.</b> For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.</p><p><img src=\"https://static.tigerbbs.com/29bd0639f66c69fd4ae501e38d77c3a3\" tg-width=\"640\" tg-height=\"296\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA 10K, 10Q, Fountainhead</p><p>A silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in &#34;extra&#34; revenues over the past two years. For a company that spent $5.2Bn in R&amp;D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.</p><p>Attractive Valuation<img src=\"https://static.tigerbbs.com/1708cc96078b2ed02f57e6485bc9caef\" tg-width=\"610\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>NVIDIA, Fountainhead, Seeking Alpha</p><p>Based on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.</p><p>Besides, the quality of earnings is far superior when they&#39;re free of cyclical crypto earnings.</p><p>NVIDIA&#39;s pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.</p><p>It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I&#39;m confident that it should reasonably earn net margins of around 30% in the next 4 years.</p><p><b>Conclusion</b></p><p>NVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.</p><p>One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms&#39; (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is <b>key and will remain a moat.</b> I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.</p><p>I&#39;ve owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.</p><p>Given the Fed&#39;s hawkishness and the US government&#39;s newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.</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>Nvidia: Rising From The Ashes</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\">\nNvidia: Rising From The Ashes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4546014-nvidia-nvda-stock-rising-from-ashes?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180326920","content_text":"SummaryA slew of new and innovative products such as the RTX40, the Hopper and Grace should overcome the setback from gaming.Data Center will be front and center in FY-2024, while gaming will recover from Q2- FY 2024, as NVIDIA works through excess inventories.NVIDIA has several competitive advantages and pricing power to continue growing.Software and hardware integration allows it to build the best products in the priciest segments of every market it competes in, giving it the best net margins in the industry.When it Rains it PoursNVIDIA (NASDAQ: NVDA) is as relevant and dominant today, even as it struggles to recover from the aftereffects of a crypto winter and the Ethereum Merge. It has been a very painful past twelve months for both the company and its shareholders. NVIDIA first started showing cracks in its armor when it walked away from the ARM deal, losing about $1.25Bn in fees. The second and bigger blow crystallized in August 2022 when NVIDIAguided early for a disastrous Q2-FY23, taking a charge of $1.3Bn for excess inventory and guiding for a steep 19% drop in sequential revenue to $6.7Bn against consensus estimates of $8.10Bn. On earnings day on August 24th, it guided to a further fall to $5.7Bn in revenues for Q3-FY23 - another sequential drop of 14%. To add insult to injury, this week, the US government decided to ban all semiconductor sales of strategic importance to Chinese companies.The 66% drop from $340 in Nov 2021, to $116 today has been gut-wrenching, to say the least.The Ethereum MergeAs one of my favorite investors, Peter Lynch said \"Fool me once, shame on you; fool me twice, shame on me!\". This is the second time, Gaming has suffered from excess inventories built up from a fall in Crypto prices; this time, the fall was even steeper with Q2-FY23 revenues dropping 33% YoY and 44% sequentially. I estimate Gaming to drop to $1Bn in Q3-FY23, a 69% drop YoY!, as NVIDIA works through excessive inventory. For the past two years, NVIDIA rode the crypto boom as miners used its high-quality GPU cards for Ethereum mining, charging as much as 40% above list price. Now, with Ethereum moving to proof of stake instead of proof of work, used cards have flooded the market.One of the biggest problems I see going forward is investors not giving the same multiples to NVIDIA; no more pie in the sky market cap of $800 Bn or 30X sales! That should never happen again as some of NVIDIA's strongest supporters will carefully keep a cautious eye on valuation and multiples a few years down the road. Secular growth meets cyclical volatility.NVIDIA's Revenue Segments (The Next Platform)At this juncture, I believe that NVIDIA will come back stronger and product launches should be a key catalyst in resuming growth.Gaming - The RTX40 SeriesNVIDIA has won several plaudits for its new gaming series chips named after Ada Lovelace. Going after what NVIDIA believes will be the future of all high-end games, Ray Tracing, it has packed the RTX40 with features that bring out the rich visualization in games that pretty much no other chip can do. The RTX40 Series has been built in collaboration with TSMC (TSM) on the 4NM node and is easily one of the fastest and most powerful chips in gaming. A great Seeking Alpha article from Beth Kindigdescribing it in detail.NVIDIA has always been the best in its class; it doesn't do windows and it doesn't do consoles; instead, it positions itself in a halo of super competence and charges a hefty price knowing that the discerning gamer will pay for quality. The innovative turn with the Lovelace, RTX40 is no exception and will be priced about 25-30% higher from its last RTX30 Ampere series and range from $899 to $1,599.More importantly, it is backed with the strategic intent of not letting the used inventory of Ethereum cards take away from the sales of the newer cards. Quite simply, the used Ethereum card cannot perform even close to the Lovelace.Datacenter - The Hopper and the GraceThe H100 GPU, nicknamed the Hopper, built for the data center segment is also rated one of the best in its class for power and efficiency, with 50% more memory and bandwidth than its predecessor, the A100. It's also expected to have a 300% better performance and is supposed to be 6 times faster, besides delivering 9X better throughput in AI inference training. The Next Platform has done an excellent deep dive into the Hopper.Importantly, the Hopper will be priced pretty high, compared to the rest of the market, and even below a strategic price point below $20,000 per unit will be 20-33% higher than its predecessor, the A100.I expect Datacenter to grow 54% in FY 23 and 35% in FY 24, contributing more than 60% of NVIDIA's revenues.Bank of America Analyst, Vivek Arya, updated his cloud spending forecast for 2023, saying he now expects it to rise 7.5%, a slowdown from 2022, but still up year-over-year. The analyst noted that macro turmoil has reduced the pace of growth, but cloud spending is still expected to reach $170B in 2022, up 20% from 2021 and 2023 should be even higher at $183B, which the analyst said would be \"in line with last down cycles when capex decelerated\".AMD (AMD), which also guided Q3 down on slowing PC sales, crucially did not disappoint on datacenter, stating that datacenter revenue grew 8% sequentially and 45% YoY, boding well for NVIDIA.Grace- The Grace, ARM-based CPU is NVIDIA's first foray in CPUs, a field dominated by AMD and Intel (INTC). The CPU market in Datacenter was dominated by Intel till AMD started eating its lunch with stronger and more efficient products, packing more transistors in the 5 and 7nm nodes while Intel was struggling to go below 10nm.Clearly, NVIDIA smelled opportunity, and it's only surprising why it took them so long to get into this segment. Sticking to its playbook, the Grace will also be a high-performance, pricey chip also on the 4Nm node. Initially, it will be a niche product mainly for AI. Importantly,NVIDIA will bundle the Hopper and the Grace to make inroads into this market.The Chip War with ChinaThe biggest threat I see for NVIDIA is the China chip blockade from the Biden administration. This is a take-no-prisoners approach, the salvo is broad-based and clearly aimed at restricting China's prowess in building high-performance chips. The term \"chips of strategic importance\" is loosely defined. Any sales to Chinese firms requiring high-performance chips need specific exemptions or licenses, which could easily be denied. NVIDIA is clearly the leader in high-performance computing and has the most at stake.Investment CaseResuming GrowthTo value the company going forward, I've taken a conservative approach, forecasting only $1Bn in gaming revenues in Q3 with a slight uptick in Q4 as NVIDIA works through excess inventory. I believe that Fiscal 2024 will see sufficient recoveries in gaming volumes aided by strong sticker prices and estimate that NVIDIA will have $7Bn in gaming revenues, still 9% below FY23 butentirely without Crypto sales. For more conservative investors, looking for recurring revenues, this is not a bad thing. Furthermore, having recurring and sustainable revenues recoups some of the ill-will and the loss of the lofty multiple, when NVIDIA failed to identify crypto sales and suffered the ignominy of changing guidance at the 11th hour. Even with conservative estimates, I expect NVIDIA to grow total revenues 20% next year in FY 24.NVIDIA 10K, 10Q, FountainheadA silver lining of the entire Ethereum cards boom and bust is that NVIDIA took in close to an estimated $10Bn in \"extra\" revenues over the past two years. For a company that spent $5.2Bn in R&D last year - that extra cash came in very handy. I also expect the solid growth in Auto to continue.Attractive ValuationNVIDIA, Fountainhead, Seeking AlphaBased on my forecast through FY 2026, NVIDIA performs very well in spite of all these headwinds. My estimates are lower than Seeking Alpha consensus estimates and probably conservative given the speed at which NVIDIA has bounced back in the past. At $116, NVIDIA is reasonable at 28X FY 24 earnings and a steal at 19 and 14 times, FY25 and FY26 earnings, respectively.Besides, the quality of earnings is far superior when they're free of cyclical crypto earnings.NVIDIA's pole position as the best in its class ensures that it will constantly have better multiples than AMD and Intel.It has the highest margins at over 30%. In FY 2022, NVIDIA had a net profit margin of 36%! - a lot of it crypto-driven. However, given its pricing power for the RTX40, the Grace and the Hopper in Datacenter, I'm confident that it should reasonably earn net margins of around 30% in the next 4 years.ConclusionNVIDIA calls it the Omniverse platform, where it has positioned itself as a solution/license/subscription provider. Here, I believe it will have the first-mover advantage when the Metaverse takes off. Again, these will be high-quality earnings with very solid margins. In its pro visualization segment, NVIDIA has taken a solid lead in providing collaborative platforms. Pro-viz revenues doubled to $2Bn in FY 2022 on the back of hybrid and work-from-home trends. While it is now clearly digesting the big gains, it should resume double-digit growth in FY 2025.One of its key growth drivers in collaborative use cases will be the quality of ray tracing graphics, which will entice more designers to use NVIDIA as a service tool or as a license. This is a competitive advantage and regardless of Meta Platforms' (META) recent stumbles, Metaverse or Omniverse business uses are already in motion; for example, in car showrooms and surgical walk-throughs. NVIDIA should have a first-mover advantage as a subscription provider, as a complete solution. I believe this is key and will remain a moat. I believe that the Metaverse and Collaborative design markets are still in a very nascent stage and having the best and the most innovative products will give NVIDIA a huge advantage, and allow it to continue skimming the market till competing products emerge.I've owned NVIDIA for more than 5 years and usually bought on dips, sometimes selling when it became too large a part of my portfolio or taking some profits off the table.Given the Fed's hawkishness and the US government's newfound belligerence towards China, there is potential for downside and I would spread my buying over 4-5 installments. I rate it a Buy and expect NVIDIA to double from this price of $116 in the next 3-4 years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917207912,"gmtCreate":1665527234636,"gmtModify":1676537619500,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9917207912","repostId":"2274656821","repostType":4,"repost":{"id":"2274656821","kind":"highlight","pubTimestamp":1665501541,"share":"https://ttm.financial/m/news/2274656821?lang=&edition=fundamental","pubTime":"2022-10-11 23:19","market":"us","language":"en","title":"3 Stocks to Avoid This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2274656821","media":"Motley Fool","summary":"These investments seem pretty vulnerable right now.","content":"<html><head></head><body><p>October got off to an encouraging start, but it didn&#39;t take long for the markets to start selling off. Stocks still generally closed out the week higher. The &#34;three stocks to avoid&#34; in my column last week that I thought were going to lose to the market -- <b>Apple</b>, <b>Conagra Brands</b>, and <b>Gold Fields</b> -- rose 1.3%%, 0.7%, and 5.9%, respectively, averaging out to a 2.6% uptick.</p><p>The <b>S&amp;P 500</b> experienced a 1.5% move lower, better than two of the three stocks but still short of the overall return. I was wrong. I have, though, been right in 32 of the past 51 weeks, or 63% of the time.</p><p>Now let&#39;s look at the week ahead. I see <b><a href=\"https://laohu8.com/S/WBA\">Walgreens Boots Alliance</a></b>, <b>Blue Apron</b>, and, again, Gold Fields as stocks you might want to consider steering clear of this week. Let&#39;s go over my near-term concerns with all three investments.</p><h2><b>1. Walgreens Boots Alliance</b></h2><p>It isn&#39;t easy being a drugstore operator these days. New platforms are upending and undercutting the way we fulfill prescriptions. E-commerce and third-party delivery apps are eating away at the need to drive to a drugstore for stocked essentials. It&#39;s against this grim backdrop that Walgreens Boots Alliance will step up to deliver financial results this week for the quarter that ended in August.</p><p>On the surface it may seem insane to bet against Walgreens Boots Alliance at this point. The stock hit a new 10-year low on Friday, and it&#39;s now trading for just five times trailing earnings. The stock is yielding a record high of 6.2%. This could make it a magnet for income-chasing value investors, but you may want to wait until it announces its quarterly results this week. Analysts see revenue and earnings per share declining 6% and 34%, respectively.</p><p>Analysts see revenue recovering next year, but Wall Street&#39;s eyeing just 1% growth. The bottom line is expected to keep shrinking, and it&#39;s easy to see why. This is a highly leveraged company. Having more than $38 billion in debt is a bad look heading into a time where refinancing rates are skyrocketing. Walgreens Boots Alliance may seem like a smart idea at five times trailing earnings, but would you say the same if I told you that it&#39;s fetching seven times forward earnings? The fundamentals are going to the wrong way.</p><h2><b>2. Blue Apron</b></h2><p>One of last week&#39;s biggest losers was Blue Apron. The pioneer of home-delivered meal kits shed more than half of its value, down 56% after announcing a stock offering. You may not think announcing a modest $15 million at-the-market equity offering would result in the shedding of more than $100 million in market cap, but think about it. If the news sank the stock and Blue Apron went on with the offering anyway, it&#39;s a sign of how desperate it has become for liquidity.</p><p>There&#39;s a lot going wrong here. Growth is a missing ingredient, as revenue has failed to top a 2% year-over-year gain in each of the last four years. Losses are mounting, and Blue Apron has posted a larger deficit than analysts were expecting in at least the last four quarters. With too many competitors promoting aggressively to win their way into your kitchen, this is not going to be moneymaker for investors in the near term.</p><h2><b>3. Gold Fields</b></h2><p>I went with Gold Fields last week because I felt gold miners would slip if the market bounced back in October. I got the second part right. Stocks did bounce back. Unfortunately for this particular call, gold prices moved even higher. It also only helped Gold Fields that it would schedule a shareholder meeting to vote on a pending deal for a Canadian gold miner that was initially valued at $6.7 billion.</p><p>Gold isn&#39;t an inverse market fund. It may be a flight to safety when there&#39;s turmoil, but the shiny previous metal has still lost value this year. I still think investors will rotate out of gold if this early October rally continues into the new trading week.</p><p>It&#39;s going to be a bumpy road for some of these investments. If you&#39;re looking for safe stocks, you aren&#39;t likely to find them in Walgreens, Blue Apron, and Gold Fields this week.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Stocks to Avoid 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\">\n3 Stocks to Avoid This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 23:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>October got off to an encouraging start, but it didn't take long for the markets to start selling off. Stocks still generally closed out the week higher. The \"three stocks to avoid\" in my column last ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"APRN":"Blue Apron Holdings Inc.","GFI":"金田","WBA":"沃尔格林联合博姿"},"source_url":"https://www.fool.com/investing/2022/10/10/3-stocks-to-avoid-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274656821","content_text":"October got off to an encouraging start, but it didn't take long for the markets to start selling off. Stocks still generally closed out the week higher. The \"three stocks to avoid\" in my column last week that I thought were going to lose to the market -- Apple, Conagra Brands, and Gold Fields -- rose 1.3%%, 0.7%, and 5.9%, respectively, averaging out to a 2.6% uptick.The S&P 500 experienced a 1.5% move lower, better than two of the three stocks but still short of the overall return. I was wrong. I have, though, been right in 32 of the past 51 weeks, or 63% of the time.Now let's look at the week ahead. I see Walgreens Boots Alliance, Blue Apron, and, again, Gold Fields as stocks you might want to consider steering clear of this week. Let's go over my near-term concerns with all three investments.1. Walgreens Boots AllianceIt isn't easy being a drugstore operator these days. New platforms are upending and undercutting the way we fulfill prescriptions. E-commerce and third-party delivery apps are eating away at the need to drive to a drugstore for stocked essentials. It's against this grim backdrop that Walgreens Boots Alliance will step up to deliver financial results this week for the quarter that ended in August.On the surface it may seem insane to bet against Walgreens Boots Alliance at this point. The stock hit a new 10-year low on Friday, and it's now trading for just five times trailing earnings. The stock is yielding a record high of 6.2%. This could make it a magnet for income-chasing value investors, but you may want to wait until it announces its quarterly results this week. Analysts see revenue and earnings per share declining 6% and 34%, respectively.Analysts see revenue recovering next year, but Wall Street's eyeing just 1% growth. The bottom line is expected to keep shrinking, and it's easy to see why. This is a highly leveraged company. Having more than $38 billion in debt is a bad look heading into a time where refinancing rates are skyrocketing. Walgreens Boots Alliance may seem like a smart idea at five times trailing earnings, but would you say the same if I told you that it's fetching seven times forward earnings? The fundamentals are going to the wrong way.2. Blue ApronOne of last week's biggest losers was Blue Apron. The pioneer of home-delivered meal kits shed more than half of its value, down 56% after announcing a stock offering. You may not think announcing a modest $15 million at-the-market equity offering would result in the shedding of more than $100 million in market cap, but think about it. If the news sank the stock and Blue Apron went on with the offering anyway, it's a sign of how desperate it has become for liquidity.There's a lot going wrong here. Growth is a missing ingredient, as revenue has failed to top a 2% year-over-year gain in each of the last four years. Losses are mounting, and Blue Apron has posted a larger deficit than analysts were expecting in at least the last four quarters. With too many competitors promoting aggressively to win their way into your kitchen, this is not going to be moneymaker for investors in the near term.3. Gold FieldsI went with Gold Fields last week because I felt gold miners would slip if the market bounced back in October. I got the second part right. Stocks did bounce back. Unfortunately for this particular call, gold prices moved even higher. It also only helped Gold Fields that it would schedule a shareholder meeting to vote on a pending deal for a Canadian gold miner that was initially valued at $6.7 billion.Gold isn't an inverse market fund. It may be a flight to safety when there's turmoil, but the shiny previous metal has still lost value this year. I still think investors will rotate out of gold if this early October rally continues into the new trading week.It's going to be a bumpy road for some of these investments. If you're looking for safe stocks, you aren't likely to find them in Walgreens, Blue Apron, and Gold Fields this week.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915575655,"gmtCreate":1665095074077,"gmtModify":1676537554334,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/9915575655","repostId":"2273787038","repostType":4,"repost":{"id":"2273787038","kind":"highlight","pubTimestamp":1665070249,"share":"https://ttm.financial/m/news/2273787038?lang=&edition=fundamental","pubTime":"2022-10-06 23:30","market":"us","language":"en","title":"3 Dividend-Paying Tech Stocks to Buy in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2273787038","media":"Motley Fool","summary":"Who says you can't find great dividend stocks in the tech sector?","content":"<html><head></head><body><p>While we often think of the technology sector as the place to look for disruptive growth stocks and names with explosive long-term potential, the tech sector can also be a great place to find top dividend stocks.</p><p>Although it may not immediately come to mind as a rich sector for dividends in the same way as financials or energy stocks, there are plenty of great tech stocks that pay substantial and growing dividends. Let&#39;s look at three of the best to buy in October.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f4fb7b7f5a6e5fb7637da76f1ec12b5\" tg-width=\"700\" tg-height=\"393\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>1. Texas Instruments</h2><p>When looking for top tech dividend stocks, it&#39;s hard to look past <b>Texas Instruments</b> (TXN) when starting the list. Shares of the analog semiconductor giant yield 3%, but there&#39;s a lot more to the appeal of Texas Instruments as a dividend stock than just the attractive yield. The Dallas-based company has increased its dividend payout for 18 years and counting. This dividend growth has come at an impressive 25% compound annual growth rate. Texas Instruments&#39; dividend payout has more than doubled since 2017, when the company paid out $2.12 a share, to the current rate of $4.60 per share. With management&#39;s strong commitment to creating value for shareholders, it seems like a good bet that Texas Instruments will continue to increase its dividend payout and join the list of Dividend Aristocrats seven years from now.</p><p>In addition to its solid track record and likelihood of further dividend growth, Texas Instruments is also appealing as a dividend stock for the stability and safety of its payout. The $4.60 per share the company currently pays out on an annualized basis is well covered by Texas Instruments&#39; $9.14 in earnings per share, giving it a dividend payout ratio of about 50%.</p><p>Texas Instruments also supplements the dividend with extensive share buybacks and has reduced its share count by an incredible 46% since the current management team took over in 2004.</p><p>With demand for analog chips likely to increase as more devices go digital in the years to come, a safe and growing dividend, and a thoughtful management team with a strong track record of creating value for shareholders, Texas Instruments looks like a top dividend tech stock to buy in October.</p><h2>2. Qualcomm</h2><p>With a dividend yield of about 2.5%, <b>Qualcomm&#39;s</b> (QCOM) dividend may not get the hearts of dividend investors racing at first glance. However, a closer look reveals a lot to like about Qualcomm as a dividend growth stock.</p><p>The San Diego-based company has increased its annual dividend payout every year since 2013, and the new quarterly payout of $0.75 is now three times higher than the $0.25 a quarter it paid out in 2013. Qualcomm&#39;s dividend also looks safe and secure, with a payout ratio of just 25%.</p><p>Qualcomm is expanding into a multitude of end markets with massive potential. The company is best known for its Snapdragon semiconductors that go into mobile phone handsets, but it is moving increasingly into edge computing and Internet of Things devices, the automotive market, and even the metaverse, where Snapdragon powers <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>&#39;  popular Oculus Quest 2 headset. Qualcomm increased its design win pipeline from $19 billion during the second quarter of 2022 to $30 billion during the third quarter and forecasts that it will have a total addressable market of $100 billion within automotive by 2030.</p><p>New revenue streams from automotive, edge computing, and beyond should help to provide plenty of new fuel for Qualcomm&#39;s dividend to keep growing over time. The stock is cheap, trading near its 52-week low and priced at just 10 times earnings. The combination of returns via Qualcomm&#39;s growing dividend and likely share price appreciation if it executes on entering these new markets makes it a compelling dividend stock to buy and hold for the next decade.</p><h2>3. <a href=\"https://laohu8.com/S/IBM\">IBM</a></h2><p>Let&#39;s move beyond the semiconductor space and save the highest-yielding stock for last: <b>IBM</b> (IBM). The $110 billion company is a Dividend Aristocrat that has increased its annual payout ratio for 28 consecutive years. Shares currently yield well over 5%, making for a compelling payout.</p><p>Shares of IBM have underperformed the broader market over the past decade. But in recent years, the company made some bold decisions in an attempt to transform the 111-year-old company into a more modern, high-margin SaaS business. These moves include spinning off its IT services segment into a separate company, <b><a href=\"https://laohu8.com/S/KD\">Kyndryl</a></b>, and acquiring <b>Red Hat Software</b> for $34 billion to bolster its cloud business. The ship may be starting to turn as shares of IBM are outperforming the broader market and the rest of the tech sector this year. While IBM is down 11% year to date, this beats the return of the <b>S&amp;P 500</b> and <b>Nasdaq</b> over the same time frame, as they are down 23% and 31%, respectively. The <b>Technology Select Sector SPDR ETF</b>, which tracks technology stocks, is down 30% year to date. The market is forward-looking, and these bold decisions, plus the market-beating dividend payout of over 5%, should combine to give IBM investors significantly better returns over the next decade than they experienced over the past one.</p><p>These three tech stocks all yield between 2.5 and 5.5% and offer investors a compelling mix of income, dividend growth, and share price appreciation over time, proving that the tech sector is a great place to stock up on dividends.</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-Paying Tech Stocks to Buy in October</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-Paying Tech Stocks to Buy in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/3-dividend-paying-tech-stocks-to-buy-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While we often think of the technology sector as the place to look for disruptive growth stocks and names with explosive long-term potential, the tech sector can also be a great place to find top ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/3-dividend-paying-tech-stocks-to-buy-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QCOM":"高通","TXN":"德州仪器","IBM":"IBM"},"source_url":"https://www.fool.com/investing/2022/10/06/3-dividend-paying-tech-stocks-to-buy-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273787038","content_text":"While we often think of the technology sector as the place to look for disruptive growth stocks and names with explosive long-term potential, the tech sector can also be a great place to find top dividend stocks.Although it may not immediately come to mind as a rich sector for dividends in the same way as financials or energy stocks, there are plenty of great tech stocks that pay substantial and growing dividends. Let's look at three of the best to buy in October.Image source: Getty Images.1. Texas InstrumentsWhen looking for top tech dividend stocks, it's hard to look past Texas Instruments (TXN) when starting the list. Shares of the analog semiconductor giant yield 3%, but there's a lot more to the appeal of Texas Instruments as a dividend stock than just the attractive yield. The Dallas-based company has increased its dividend payout for 18 years and counting. This dividend growth has come at an impressive 25% compound annual growth rate. Texas Instruments' dividend payout has more than doubled since 2017, when the company paid out $2.12 a share, to the current rate of $4.60 per share. With management's strong commitment to creating value for shareholders, it seems like a good bet that Texas Instruments will continue to increase its dividend payout and join the list of Dividend Aristocrats seven years from now.In addition to its solid track record and likelihood of further dividend growth, Texas Instruments is also appealing as a dividend stock for the stability and safety of its payout. The $4.60 per share the company currently pays out on an annualized basis is well covered by Texas Instruments' $9.14 in earnings per share, giving it a dividend payout ratio of about 50%.Texas Instruments also supplements the dividend with extensive share buybacks and has reduced its share count by an incredible 46% since the current management team took over in 2004.With demand for analog chips likely to increase as more devices go digital in the years to come, a safe and growing dividend, and a thoughtful management team with a strong track record of creating value for shareholders, Texas Instruments looks like a top dividend tech stock to buy in October.2. QualcommWith a dividend yield of about 2.5%, Qualcomm's (QCOM) dividend may not get the hearts of dividend investors racing at first glance. However, a closer look reveals a lot to like about Qualcomm as a dividend growth stock.The San Diego-based company has increased its annual dividend payout every year since 2013, and the new quarterly payout of $0.75 is now three times higher than the $0.25 a quarter it paid out in 2013. Qualcomm's dividend also looks safe and secure, with a payout ratio of just 25%.Qualcomm is expanding into a multitude of end markets with massive potential. The company is best known for its Snapdragon semiconductors that go into mobile phone handsets, but it is moving increasingly into edge computing and Internet of Things devices, the automotive market, and even the metaverse, where Snapdragon powers Meta Platforms'  popular Oculus Quest 2 headset. Qualcomm increased its design win pipeline from $19 billion during the second quarter of 2022 to $30 billion during the third quarter and forecasts that it will have a total addressable market of $100 billion within automotive by 2030.New revenue streams from automotive, edge computing, and beyond should help to provide plenty of new fuel for Qualcomm's dividend to keep growing over time. The stock is cheap, trading near its 52-week low and priced at just 10 times earnings. The combination of returns via Qualcomm's growing dividend and likely share price appreciation if it executes on entering these new markets makes it a compelling dividend stock to buy and hold for the next decade.3. IBMLet's move beyond the semiconductor space and save the highest-yielding stock for last: IBM (IBM). The $110 billion company is a Dividend Aristocrat that has increased its annual payout ratio for 28 consecutive years. Shares currently yield well over 5%, making for a compelling payout.Shares of IBM have underperformed the broader market over the past decade. But in recent years, the company made some bold decisions in an attempt to transform the 111-year-old company into a more modern, high-margin SaaS business. These moves include spinning off its IT services segment into a separate company, Kyndryl, and acquiring Red Hat Software for $34 billion to bolster its cloud business. The ship may be starting to turn as shares of IBM are outperforming the broader market and the rest of the tech sector this year. While IBM is down 11% year to date, this beats the return of the S&P 500 and Nasdaq over the same time frame, as they are down 23% and 31%, respectively. The Technology Select Sector SPDR ETF, which tracks technology stocks, is down 30% year to date. The market is forward-looking, and these bold decisions, plus the market-beating dividend payout of over 5%, should combine to give IBM investors significantly better returns over the next decade than they experienced over the past one.These three tech stocks all yield between 2.5 and 5.5% and offer investors a compelling mix of income, dividend growth, and share price appreciation over time, proving that the tech sector is a great place to stock up on dividends.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915575151,"gmtCreate":1665095055573,"gmtModify":1676537554333,"author":{"id":"4105239963331670","authorId":"4105239963331670","name":"Llim","avatar":"https://community-static.tradeup.com/news/ebdd6aa492c9d80d8a2c1a18334bff87","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105239963331670","authorIdStr":"4105239963331670"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915575151","repostId":"2273840514","repostType":4,"repost":{"id":"2273840514","kind":"news","pubTimestamp":1665044703,"share":"https://ttm.financial/m/news/2273840514?lang=&edition=fundamental","pubTime":"2022-10-06 16:25","market":"us","language":"en","title":"Tesla: Agree To Buy At $200, Get Instant 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2273840514","media":"Seeking Alpha","summary":"Return:The premium collected  for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be hi","content":"<html><head></head><body><h2>Summary</h2><ul><li>A 10% haircut after losing 36% from highs makes Tesla more attractive.</li><li>This article explains why $200 is attractive to us.</li><li>Always be aware of your risks when dealing with options. Play safe.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e7f3cb26254a710c00fc93610b6f816b\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>jetcityimage</span></p><p>Tesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.</p><p>The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla&#39;s recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/169ef27872a01b2f4e10b8f2bbb3595a\" tg-width=\"640\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/><span>TSLA Option Chain (Think or Swim)</span></p>Key data points</h2><ul><li>Strike Price: $200</li><li>Expiration Date: November 4th, 2022, exactly a month from today.</li><li>Premium: $6/share, for a total of $600.</li></ul><p>In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.</p><h2>What&#39;s the expected return and possible outcomes?</h2><p><b>Return:</b> The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we&#39;d have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.</p><p><i>Outcome #1:</i> If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.</p><p><i>Outcome #2:</i> If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).</p><p><i>Outcome #3:</i> As an option seller, one can &#34;buy to close&#34; anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).</p><p>Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.</p><h2>Why $200 Looks attractive?</h2><ul><li><b>Trend:</b> Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.</li><li><b>Valuation:</b> At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.</li><li><b>Technical:</b> From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ff7c149c2736d5d318a9f05d5f660af\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/><span>TSLA Chart (Google Charts)</span></p><h2>Many ways to skin the cat</h2><p>If the $200 strike price and the 3% premium return don&#39;t appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That&#39;s a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e27902d5809db65325baf7bd85b6e4f\" tg-width=\"640\" tg-height=\"212\" referrerpolicy=\"no-referrer\"/><span>TSLA Chain (Think or Swim)</span></p><h2>Be aware of your risks and choices</h2><p>Once again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.</p><h2>Conclusion</h2><p>Tesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that&#39;s us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.</p><p><i>This article is written by Tradevestor for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Agree To Buy At $200, Get Instant 3%</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: Agree To Buy At $200, Get Instant 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe....</p>\n\n<a href=\"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent\">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"},"source_url":"https://seekingalpha.com/article/4544869-tesla-agree-to-buy-at-200-get-instant-3-percent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273840514","content_text":"SummaryA 10% haircut after losing 36% from highs makes Tesla more attractive.This article explains why $200 is attractive to us.Always be aware of your risks when dealing with options. Play safe.jetcityimageTesla (NASDAQ:TSLA) lost nearly 10% of its stock price recently after deliveries underwhelmed as Seeking Alpha has covered here. These are strange times for the stock market as companies that are worth a Trillion lose in oneday what most companies are not even worth in their lifetime. Keep in mind, Tesla lost nearly 10% on a day the market rebounded. If the recent sentiment prevails on Tesla (as we are betting), then the next few red days for the market will be much harder for Tesla longs. But, with such pain come opportunities for those who can stomach the wild rides.The stock is rebounding a bit in premarket due to the general market mood and the news that Cathy Wood dipped into the sell-off. But we strongly believe the next few days will provide some juicy opportunities for those willing to sell cash-secured puts. Tesla's recent stock split makes these transactions a lot easier for retail investors. Before the recent 3:1 split, selling a single contract for 100 shares would have required three times the capital to be set aside. Let us use the chain below as an example and see how things look now post-split.TSLA Option Chain (Think or Swim)Key data pointsStrike Price: $200Expiration Date: November 4th, 2022, exactly a month from today.Premium: $6/share, for a total of $600.In simple words, the put seller collects $600 immediately to buy 100 shares of Tesla at $200 if the stock reaches $200 or below by November 4th, 2022. Bear in mind that time decay is in favor of the option seller, meaning as days go by, the option values decline.What's the expected return and possible outcomes?Return: The premium collected ($600) for setting aside $20,000 represents a 3% return for a month. This is a handy return anytime and even more so in the current market environment. At this time, the market assigns at 77.20% probability that Tesla remains above $200 by expiration on November 4th. To reiterate the impact of the recent stock split, the same transaction would have required $60,000 to be set aside as we'd have been talking about a $600 strike price. Granted, the premium returns would be higher (in dollar), but it is common sense that more investors can afford $20,000 compared to those who can afford $60,000.Outcome #1: If Tesla stays above $200 by the expiration date, the option seller just retains the premium mentioned above. The option seller will not be obligated to buy the shares.Outcome #2: If Tesla goes below $200 by the expiration date, the option seller will be forced to buy 100 shares at $200, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost, in this case, will be $194 ($200 minus $6).Outcome #3: As an option seller, one can \"buy to close\" anytime instead of waiting till the expiration date. That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).Outcome #4: We will write in detail about this in a future article, but we wanted to mention this as many readers of the Amazon (AMZN) article pointed out. An option seller can always roll into future dated options. That is, instead of getting out of the game entirely by following one of the first three outcomes above, you can close the current option and initiate a new chain with a different strike/expiration/premium combination as a single transaction. There are risks and advantages to this as we plan to describe later.Why $200 Looks attractive?Trend: Apart from being a nice round number, $200 is about 20% below the current market price, a bear market by itself by definition. That is on top of the 36% already lost from highs, making $200 more than 50% off from highs. In our view, that is a compelling enough pullback for a company that still has many growth avenues in front of it.Valuation: At $200, Tesla will be trading at a PEG ratio of less than 1. This is based on a forward multiple of 46 [$200 divided by forward EPS of $4.32] and the five year expected growth rate of 55%. As avid followers of Growth at Reasonable Price [GARP] would attest, a PEG of less than 1 makes a stock more attractive.Technical: From a technical standpoint, $200 has historically offered plenty of support to the stock. As shown in the chart below, the stock has bounced off from $200 level at least five times in the last two years.TSLA Chart (Google Charts)Many ways to skin the catIf the $200 strike price and the 3% premium return don't appeal to you and if you are looking for a higher premium return, consider strike price like the one below. In this example, the options seller agrees to buy 100 shares of Tesla at $220 should the stock reach that by November 4th, while collecting a premium of about $11 per share. That's a much higher return of 5% return in a month, but the risk the seller takes here is that the strike price is just 10% away from the current market price. One more day like yesterday, and you may be obligated to buy the shares. That is not necessarily a good or bad thing. It just depends on what your priority is.TSLA Chain (Think or Swim)Be aware of your risks and choicesOnce again, please bear in mind that if your primary interest is in getting premiums, selling puts during down-trending markets may not be the best strategy. If the market blood bath continues, your stock may reach the strike price before you blink. However, if your interest is in acquiring the stock should things fall further, this is a wise strategy. The added income through premium does not hurt either. If you already hold at least 100 shares of Tesla, you may want to consider selling covered call if you understand that strategy. This article explains some basics of it.ConclusionTesla is a volatile company. TSLA is a volatile stock. Tesla is led by a volatile man. And the market is volatile these days. That makes it a double-double-whammy. In such cases, we tend to prefer lower strike prices. If we do get assigned Tesla at the $200 strike price, we will be glad to hold it for the long term for the reasons mentioned above. But that's us. What is your opinion of Tesla here? Do you believe it will still be overvalued buying at $200? Please leave your comments and opinions below.This article is written by Tradevestor for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}