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2022-03-22

Wow

The Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued

2022-03-22

Drop?

US STOCKS-Wall Street Ends Lower after Powell's Hawkish Remarks

2022-02-16

Nice

Tech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says Wall Street

2022-02-09

User growth slowing alot

Is This the Beginning of Facebook's Downfall?

2022-02-09

Might drop further due to conflict with eu

Meta Platforms: As Unbelievable As It Sounds, This Is Now A Value Stock

2022-02-09

❄️

Down 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond

2022-02-03

Bought before plunge :(

Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook

2022-02-01

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2022-01-25

be ex to you in v5y 4dx it v was$AAPL 20220204 162.5 CALL$ loo in 9.? All 2 all s4 the ²*My. Ah u see4e the vq

2022-01-24

Nice

Thinking of Selling Netflix? 2 Things to Remember

2022-01-21

Sad

US STOCKS-Wall Street Drops as Bargain-Hunting Loses Steam

Go to Tiger App to see more news

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Has the energy sector gotten too expensive? Meanwhile, the market&#39;s enthusiasm for technology stocks has fizzled. Or has it really?</p><p>The following tables present data for the 11 sectors of the S&amp;P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.</p><p>Any company&#39;s forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> has been trading at high P/E multiples for decades, but these haven&#39;t stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&amp;P 500 traded at a weighted forward P/E ratio of 19.4.</p><p>All price changes discussed in this article are through March 18.</p><h2>Current valuations and five-year averages</h2><p>Here&#39;s a comparison of current forward P/E ratios for sectors of the S&amp;P 500, in alphabetical order, with the index&#39;s valuations at the bottom. The current valuations are also compared to the index&#39;s valuation and to their own five-year averages:</p><table><tbody><tr><td>S&amp;P 500 sector</td><td>Current forward P/E</td><td>5-year average forward P/E</td><td>Current valuation to 5-year average</td><td>Current valuation to S&amp;P 500</td><td>5-year</td><td>average valuation to S&amp;P 500</td><td>Price change -- 2022</td></tr><tr><td>Communication Services</td><td>18.27</td><td>20.17</td><td>91%</td><td>94%</td><td>107%</td><td>-13.1%</td><td></td></tr><tr><td>Consumer Discretionary</td><td>28.74</td><td>28.46</td><td>101%</td><td>148%</td><td>150%</td><td>-10.8%</td><td></td></tr><tr><td>Consumer Staples</td><td>20.67</td><td>19.71</td><td>105%</td><td>106%</td><td>104%</td><td>-3.9%</td><td></td></tr><tr><td>Energy</td><td>11.71</td><td>8.32</td><td>141%</td><td>60%</td><td>44%</td><td>32.4%</td><td></td></tr><tr><td>Financials</td><td>14.23</td><td>13.28</td><td>107%</td><td>73%</td><td>70%</td><td>-0.5%</td><td></td></tr><tr><td>Health Care</td><td>16.56</td><td>16.38</td><td>101%</td><td>85%</td><td>87%</td><td>-3.1%</td><td></td></tr><tr><td>Industrials</td><td>19.98</td><td>19.37</td><td>103%</td><td>103%</td><td>102%</td><td>-3.1%</td><td></td></tr><tr><td>Information Technology</td><td>23.83</td><td>21.23</td><td>112%</td><td>123%</td><td>112%</td><td>-10.9%</td><td></td></tr><tr><td>Materials</td><td>15.70</td><td>17.47</td><td>90%</td><td>81%</td><td>92%</td><td>-5.4%</td><td></td></tr><tr><td>Real Estate</td><td>21.43</td><td>19.63</td><td>109%</td><td>110%</td><td>104%</td><td>-9.3%</td><td></td></tr><tr><td>Utilities</td><td>20.17</td><td>18.41</td><td>110%</td><td>104%</td><td>97%</td><td>-1.7%</td><td></td></tr><tr><td>S&amp;P 500 Index</td><td>19.44</td><td>18.92</td><td>103%</td><td>-6.4%</td><td></td><td></td><td></td></tr><tr><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Some observations of the data in the first table:</p><ul><li>Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.</li><li>Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&amp;P 500’s valuation. It trades above its five-year average valuation to the S&amp;P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.</li><li>The information technology sector is down 10.9% this year, but it still trades higher to the S&amp;P 500 that it has on average over the past five years.</li><li>The materials sector is the third-cheapest relative to the current forward P/E of the S&amp;P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.</li></ul><h2>Sales and earnings projections</h2><p>Next, let&#39;s look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.</p><p>First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:</p><table><tbody><tr><td>Sector</td><td>Estimated SPS -- 2022</td><td>Estimated SPS -- 2023</td><td>Estimated SPS -- 2024</td><td>Projected two-year SPS CAGR</td></tr><tr><td>Communication Services</td><td>$75.40</td><td>$81.02</td><td>$85.35</td><td>6.4%</td></tr><tr><td>Consumer Discretionary</td><td>$611.64</td><td>$677.71</td><td>$718.33</td><td>8.4%</td></tr><tr><td>Consumer Staples</td><td>$536.56</td><td>$557.49</td><td>$580.40</td><td>4.0%</td></tr><tr><td>Energy</td><td>$464.14</td><td>$460.92</td><td>$449.44</td><td>-1.6%</td></tr><tr><td>Financials</td><td>$238.42</td><td>$252.86</td><td>$266.00</td><td>5.6%</td></tr><tr><td>Health Care</td><td>$862.02</td><td>$889.09</td><td>$937.10</td><td>4.3%</td></tr><tr><td>Industrials</td><td>$420.87</td><td>$448.66</td><td>$482.26</td><td>7.0%</td></tr><tr><td>Information Technology</td><td>$443.21</td><td>$479.56</td><td>$488.87</td><td>5.0%</td></tr><tr><td>Materials</td><td>$265.26</td><td>$263.22</td><td>$259.50</td><td>-1.1%</td></tr><tr><td>Real Estate</td><td>$38.02</td><td>$40.30</td><td>$42.55</td><td>5.8%</td></tr><tr><td>Utilities</td><td>$122.65</td><td>$127.21</td><td>$131.49</td><td>3.5%</td></tr><tr><td>S&amp;P 500 Index</td><td>$1,705.77</td><td>$1,799.81</td><td>$1,904.66</td><td>5.7%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><p></p><ul><li>The consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.</li><li>The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.</li></ul><p>Now let&#39;s look at earnings-per-share estimates and CAGR projections:</p><table><tbody><tr><td>Sector</td><td>Estimated EPS -- 2022</td><td>Estimated EPS -- 2023</td><td>Estimated EPS -- 2024</td><td>Projected two-year EPS CAGR</td></tr><tr><td>Communication Services</td><td>$12.37</td><td>$14.21</td><td>$16.07</td><td>14.0%</td></tr><tr><td>Consumer Discretionary</td><td>$47.86</td><td>$60.15</td><td>$68.15</td><td>19.3%</td></tr><tr><td>Consumer Staples</td><td>$36.79</td><td>$39.84</td><td>$43.09</td><td>8.2%</td></tr><tr><td>Energy</td><td>$48.58</td><td>$45.09</td><td>$44.81</td><td>-4.0%</td></tr><tr><td>Financials</td><td>$44.29</td><td>$50.43</td><td>$56.57</td><td>13.0%</td></tr><tr><td>Health Care</td><td>$96.31</td><td>$95.89</td><td>$102.41</td><td>3.1%</td></tr><tr><td>Industrials</td><td>$41.89</td><td>$50.27</td><td>$56.03</td><td>15.7%</td></tr><tr><td>Information Technology</td><td>$111.75</td><td>$124.69</td><td>$134.89</td><td>9.9%</td></tr><tr><td>Materials</td><td>$34.61</td><td>$33.40</td><td>$34.38</td><td>-0.3%</td></tr><tr><td>Real Estate</td><td>$13.54</td><td>$14.54</td><td>$15.37</td><td>6.5%</td></tr><tr><td>Utilities</td><td>$17.46</td><td>$18.79</td><td>$20.23</td><td>7.6%</td></tr><tr><td>S&amp;P 500 Index</td><td>$225.13</td><td>$247.74</td><td>$275.00</td><td>10.5%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><ul><li>The EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&amp;P 500.</li><li>The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.</li><li>The communications sector is trading at a discount to its five-year average.</li><li>The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.</li></ul><h2>Energy ETFs worth researching</h2><p>Investors looking for a bargain still appear to have <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.</p><p>You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.</p><p>One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>, which holds all components of the S&amp;P 500 energy sector. Another is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Global Energy ETF <a href=\"https://laohu8.com/S/IXC\">$(IXC)$</a>, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a> (BP.LN).</p><p>For investors looking for long-term growth, the communications sector&#39;s discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.</p><p>For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.</p><p>It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.</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 Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued</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 Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-22 08:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In a year of supply challenges, investors have watched as the stock market&#39;s sector focus has shifted.</p><p>You have seen the headlines and probably felt the effect of rising energy prices already. Has the energy sector gotten too expensive? Meanwhile, the market&#39;s enthusiasm for technology stocks has fizzled. Or has it really?</p><p>The following tables present data for the 11 sectors of the S&amp;P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.</p><p>Any company&#39;s forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> has been trading at high P/E multiples for decades, but these haven&#39;t stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&amp;P 500 traded at a weighted forward P/E ratio of 19.4.</p><p>All price changes discussed in this article are through March 18.</p><h2>Current valuations and five-year averages</h2><p>Here&#39;s a comparison of current forward P/E ratios for sectors of the S&amp;P 500, in alphabetical order, with the index&#39;s valuations at the bottom. The current valuations are also compared to the index&#39;s valuation and to their own five-year averages:</p><table><tbody><tr><td>S&amp;P 500 sector</td><td>Current forward P/E</td><td>5-year average forward P/E</td><td>Current valuation to 5-year average</td><td>Current valuation to S&amp;P 500</td><td>5-year</td><td>average valuation to S&amp;P 500</td><td>Price change -- 2022</td></tr><tr><td>Communication Services</td><td>18.27</td><td>20.17</td><td>91%</td><td>94%</td><td>107%</td><td>-13.1%</td><td></td></tr><tr><td>Consumer Discretionary</td><td>28.74</td><td>28.46</td><td>101%</td><td>148%</td><td>150%</td><td>-10.8%</td><td></td></tr><tr><td>Consumer Staples</td><td>20.67</td><td>19.71</td><td>105%</td><td>106%</td><td>104%</td><td>-3.9%</td><td></td></tr><tr><td>Energy</td><td>11.71</td><td>8.32</td><td>141%</td><td>60%</td><td>44%</td><td>32.4%</td><td></td></tr><tr><td>Financials</td><td>14.23</td><td>13.28</td><td>107%</td><td>73%</td><td>70%</td><td>-0.5%</td><td></td></tr><tr><td>Health Care</td><td>16.56</td><td>16.38</td><td>101%</td><td>85%</td><td>87%</td><td>-3.1%</td><td></td></tr><tr><td>Industrials</td><td>19.98</td><td>19.37</td><td>103%</td><td>103%</td><td>102%</td><td>-3.1%</td><td></td></tr><tr><td>Information Technology</td><td>23.83</td><td>21.23</td><td>112%</td><td>123%</td><td>112%</td><td>-10.9%</td><td></td></tr><tr><td>Materials</td><td>15.70</td><td>17.47</td><td>90%</td><td>81%</td><td>92%</td><td>-5.4%</td><td></td></tr><tr><td>Real Estate</td><td>21.43</td><td>19.63</td><td>109%</td><td>110%</td><td>104%</td><td>-9.3%</td><td></td></tr><tr><td>Utilities</td><td>20.17</td><td>18.41</td><td>110%</td><td>104%</td><td>97%</td><td>-1.7%</td><td></td></tr><tr><td>S&amp;P 500 Index</td><td>19.44</td><td>18.92</td><td>103%</td><td>-6.4%</td><td></td><td></td><td></td></tr><tr><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Some observations of the data in the first table:</p><ul><li>Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.</li><li>Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&amp;P 500’s valuation. It trades above its five-year average valuation to the S&amp;P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.</li><li>The information technology sector is down 10.9% this year, but it still trades higher to the S&amp;P 500 that it has on average over the past five years.</li><li>The materials sector is the third-cheapest relative to the current forward P/E of the S&amp;P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.</li></ul><h2>Sales and earnings projections</h2><p>Next, let&#39;s look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.</p><p>First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:</p><table><tbody><tr><td>Sector</td><td>Estimated SPS -- 2022</td><td>Estimated SPS -- 2023</td><td>Estimated SPS -- 2024</td><td>Projected two-year SPS CAGR</td></tr><tr><td>Communication Services</td><td>$75.40</td><td>$81.02</td><td>$85.35</td><td>6.4%</td></tr><tr><td>Consumer Discretionary</td><td>$611.64</td><td>$677.71</td><td>$718.33</td><td>8.4%</td></tr><tr><td>Consumer Staples</td><td>$536.56</td><td>$557.49</td><td>$580.40</td><td>4.0%</td></tr><tr><td>Energy</td><td>$464.14</td><td>$460.92</td><td>$449.44</td><td>-1.6%</td></tr><tr><td>Financials</td><td>$238.42</td><td>$252.86</td><td>$266.00</td><td>5.6%</td></tr><tr><td>Health Care</td><td>$862.02</td><td>$889.09</td><td>$937.10</td><td>4.3%</td></tr><tr><td>Industrials</td><td>$420.87</td><td>$448.66</td><td>$482.26</td><td>7.0%</td></tr><tr><td>Information Technology</td><td>$443.21</td><td>$479.56</td><td>$488.87</td><td>5.0%</td></tr><tr><td>Materials</td><td>$265.26</td><td>$263.22</td><td>$259.50</td><td>-1.1%</td></tr><tr><td>Real Estate</td><td>$38.02</td><td>$40.30</td><td>$42.55</td><td>5.8%</td></tr><tr><td>Utilities</td><td>$122.65</td><td>$127.21</td><td>$131.49</td><td>3.5%</td></tr><tr><td>S&amp;P 500 Index</td><td>$1,705.77</td><td>$1,799.81</td><td>$1,904.66</td><td>5.7%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><p></p><ul><li>The consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.</li><li>The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.</li></ul><p>Now let&#39;s look at earnings-per-share estimates and CAGR projections:</p><table><tbody><tr><td>Sector</td><td>Estimated EPS -- 2022</td><td>Estimated EPS -- 2023</td><td>Estimated EPS -- 2024</td><td>Projected two-year EPS CAGR</td></tr><tr><td>Communication Services</td><td>$12.37</td><td>$14.21</td><td>$16.07</td><td>14.0%</td></tr><tr><td>Consumer Discretionary</td><td>$47.86</td><td>$60.15</td><td>$68.15</td><td>19.3%</td></tr><tr><td>Consumer Staples</td><td>$36.79</td><td>$39.84</td><td>$43.09</td><td>8.2%</td></tr><tr><td>Energy</td><td>$48.58</td><td>$45.09</td><td>$44.81</td><td>-4.0%</td></tr><tr><td>Financials</td><td>$44.29</td><td>$50.43</td><td>$56.57</td><td>13.0%</td></tr><tr><td>Health Care</td><td>$96.31</td><td>$95.89</td><td>$102.41</td><td>3.1%</td></tr><tr><td>Industrials</td><td>$41.89</td><td>$50.27</td><td>$56.03</td><td>15.7%</td></tr><tr><td>Information Technology</td><td>$111.75</td><td>$124.69</td><td>$134.89</td><td>9.9%</td></tr><tr><td>Materials</td><td>$34.61</td><td>$33.40</td><td>$34.38</td><td>-0.3%</td></tr><tr><td>Real Estate</td><td>$13.54</td><td>$14.54</td><td>$15.37</td><td>6.5%</td></tr><tr><td>Utilities</td><td>$17.46</td><td>$18.79</td><td>$20.23</td><td>7.6%</td></tr><tr><td>S&amp;P 500 Index</td><td>$225.13</td><td>$247.74</td><td>$275.00</td><td>10.5%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><ul><li>The EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&amp;P 500.</li><li>The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.</li><li>The communications sector is trading at a discount to its five-year average.</li><li>The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.</li></ul><h2>Energy ETFs worth researching</h2><p>Investors looking for a bargain still appear to have <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.</p><p>You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.</p><p>One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>, which holds all components of the S&amp;P 500 energy sector. Another is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Global Energy ETF <a href=\"https://laohu8.com/S/IXC\">$(IXC)$</a>, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a> (BP.LN).</p><p>For investors looking for long-term growth, the communications sector&#39;s discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.</p><p>For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.</p><p>It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF","NFLX":"奈飞","BP":"英国石油","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","XLE":"SPDR能源指数ETF",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221039815","content_text":"In a year of supply challenges, investors have watched as the stock market's sector focus has shifted.You have seen the headlines and probably felt the effect of rising energy prices already. Has the energy sector gotten too expensive? Meanwhile, the market's enthusiasm for technology stocks has fizzled. Or has it really?The following tables present data for the 11 sectors of the S&P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.Any company's forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. $(AMZN)$ has been trading at high P/E multiples for decades, but these haven't stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&P 500 traded at a weighted forward P/E ratio of 19.4.All price changes discussed in this article are through March 18.Current valuations and five-year averagesHere's a comparison of current forward P/E ratios for sectors of the S&P 500, in alphabetical order, with the index's valuations at the bottom. The current valuations are also compared to the index's valuation and to their own five-year averages:S&P 500 sectorCurrent forward P/E5-year average forward P/ECurrent valuation to 5-year averageCurrent valuation to S&P 5005-yearaverage valuation to S&P 500Price change -- 2022Communication Services18.2720.1791%94%107%-13.1%Consumer Discretionary28.7428.46101%148%150%-10.8%Consumer Staples20.6719.71105%106%104%-3.9%Energy11.718.32141%60%44%32.4%Financials14.2313.28107%73%70%-0.5%Health Care16.5616.38101%85%87%-3.1%Industrials19.9819.37103%103%102%-3.1%Information Technology23.8321.23112%123%112%-10.9%Materials15.7017.4790%81%92%-5.4%Real Estate21.4319.63109%110%104%-9.3%Utilities20.1718.41110%104%97%-1.7%S&P 500 Index19.4418.92103%-6.4%Source: FactSetSome observations of the data in the first table:Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&P 500’s valuation. It trades above its five-year average valuation to the S&P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.The information technology sector is down 10.9% this year, but it still trades higher to the S&P 500 that it has on average over the past five years.The materials sector is the third-cheapest relative to the current forward P/E of the S&P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.Sales and earnings projectionsNext, let's look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:SectorEstimated SPS -- 2022Estimated SPS -- 2023Estimated SPS -- 2024Projected two-year SPS CAGRCommunication Services$75.40$81.02$85.356.4%Consumer Discretionary$611.64$677.71$718.338.4%Consumer Staples$536.56$557.49$580.404.0%Energy$464.14$460.92$449.44-1.6%Financials$238.42$252.86$266.005.6%Health Care$862.02$889.09$937.104.3%Industrials$420.87$448.66$482.267.0%Information Technology$443.21$479.56$488.875.0%Materials$265.26$263.22$259.50-1.1%Real Estate$38.02$40.30$42.555.8%Utilities$122.65$127.21$131.493.5%S&P 500 Index$1,705.77$1,799.81$1,904.665.7%Source: FactSetThe consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.Now let's look at earnings-per-share estimates and CAGR projections:SectorEstimated EPS -- 2022Estimated EPS -- 2023Estimated EPS -- 2024Projected two-year EPS CAGRCommunication Services$12.37$14.21$16.0714.0%Consumer Discretionary$47.86$60.15$68.1519.3%Consumer Staples$36.79$39.84$43.098.2%Energy$48.58$45.09$44.81-4.0%Financials$44.29$50.43$56.5713.0%Health Care$96.31$95.89$102.413.1%Industrials$41.89$50.27$56.0315.7%Information Technology$111.75$124.69$134.899.9%Materials$34.61$33.40$34.38-0.3%Real Estate$13.54$14.54$15.376.5%Utilities$17.46$18.79$20.237.6%S&P 500 Index$225.13$247.74$275.0010.5%Source: FactSetThe EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&P 500.The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.The communications sector is trading at a discount to its five-year average.The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.Energy ETFs worth researchingInvestors looking for a bargain still appear to have one in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF $(XLE)$, which holds all components of the S&P 500 energy sector. Another is the iShares Global Energy ETF $(IXC)$, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and BP PLC (BP.LN).For investors looking for long-term growth, the communications sector's discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034272125,"gmtCreate":1647911730408,"gmtModify":1676534278834,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Drop?","listText":"Drop?","text":"Drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034272125","repostId":"2221307540","repostType":4,"repost":{"id":"2221307540","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":1647903883,"share":"https://ttm.financial/m/news/2221307540?lang=&edition=fundamental","pubTime":"2022-03-22 07:04","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Lower after Powell's Hawkish Remarks","url":"https://stock-news.laohu8.com/highlight/detail?id=2221307540","media":"Reuters","summary":"Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Cha","content":"<html><head></head><body><p>Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.</p><p>All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.</p><p>The central bank must move &#34;expeditiously&#34; to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.</p><p>&#34;Much of the news today was telegraphed last week in (Powell&#39;s) comments,&#34; said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. &#34;The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.&#34;</p><p>Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed&#39;s next meeting in May, up from 52% before the text of Powell&#39;s speech was released.</p><p>&#34;Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,&#34; Keator added. &#34;But I don&#39;t think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.&#34;</p><p>Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.</p><p>Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.</p><p>According to preliminary data, the S&amp;P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.</p><p>Shares of Boeing Co  slid after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.</p><p>The rising geopolitical temperature helped defense stocks. Despite Boeing&#39;s decline, the S&amp;P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.</p><p>A Moscow court labeled <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc  an &#34;extremist organisation,&#34; upholding a decision to ban Facebook in Russia. Meta&#39;s shares ended the session lower.</p><p><a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>   surged after Warren Buffett&#39;s Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.</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 Lower after Powell's Hawkish Remarks</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 Lower after Powell's Hawkish Remarks\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\">2022-03-22 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.</p><p>All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.</p><p>The central bank must move &#34;expeditiously&#34; to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.</p><p>&#34;Much of the news today was telegraphed last week in (Powell&#39;s) comments,&#34; said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. &#34;The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.&#34;</p><p>Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed&#39;s next meeting in May, up from 52% before the text of Powell&#39;s speech was released.</p><p>&#34;Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,&#34; Keator added. &#34;But I don&#39;t think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.&#34;</p><p>Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.</p><p>Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.</p><p>According to preliminary data, the S&amp;P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.</p><p>Shares of Boeing Co  slid after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.</p><p>The rising geopolitical temperature helped defense stocks. Despite Boeing&#39;s decline, the S&amp;P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.</p><p>A Moscow court labeled <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc  an &#34;extremist organisation,&#34; upholding a decision to ban Facebook in Russia. Meta&#39;s shares ended the session lower.</p><p><a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>   surged after Warren Buffett&#39;s Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BK4096":"电气部件与设备",".IXIC":"NASDAQ Composite","POWL":"Powell Industries",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221307540","content_text":"Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.The central bank must move \"expeditiously\" to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.\"Much of the news today was telegraphed last week in (Powell's) comments,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.\"Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed's next meeting in May, up from 52% before the text of Powell's speech was released.\"Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,\" Keator added. \"But I don't think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.\"Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.According to preliminary data, the S&P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.Shares of Boeing Co  slid after one of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.The rising geopolitical temperature helped defense stocks. Despite Boeing's decline, the S&P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.A Moscow court labeled Meta Platforms Inc  an \"extremist organisation,\" upholding a decision to ban Facebook in Russia. Meta's shares ended the session lower.Alleghany Corp   surged after Warren Buffett's Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095505324,"gmtCreate":1644940801989,"gmtModify":1676533977977,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095505324","repostId":"2211505186","repostType":4,"repost":{"id":"2211505186","kind":"highlight","pubTimestamp":1644939108,"share":"https://ttm.financial/m/news/2211505186?lang=&edition=fundamental","pubTime":"2022-02-15 23:31","market":"us","language":"en","title":"Tech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2211505186","media":"Motley Fool","summary":"C3.ai carries some risk, but the rewards could be remarkable.","content":"<html><head></head><body><p>It&#39;s only February, but investors are already having a tough year. The technology sector is suffering the most with the <b>Nasdaq 100</b> index down over 12% year to date. But history suggests ignoring short-term noise and taking a long-term view will yield the most positive results. So investors could use the recent dip as a chance to buy innovative companies at a discount.</p><p>First-of-its-kind artificial intelligence company, <b>C3.ai </b>(NYSE:AI), might be <a href=\"https://laohu8.com/S/AONE.U\">one</a> candidate. There is a caveat, however: While its shares down 20% so far in 2022, they have lost 85% of their value since hitting their all-time high in Dec. 2020, so it&#39;s a volatile stock.</p><p>But one Wall Street firm stands behind the company&#39;s potential, indicating C3.ai stock could quadruple from today&#39;s price. Here&#39;s why.</p><h2>It&#39;s a trailblazer</h2><p>Artificial intelligence (AI) brings boundless possibilities to the business world through its ability to complete highly complex tasks in a fraction of the time humans would need. For some technology companies, building AI models is part-and-parcel of doing business. Think about behemoths like <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>, <b>Alphabet</b>&#39;s Google, or even <b>Upstart</b>, which uses AI to originate loans for banks.</p><p>But that&#39;s not the case for most regular businesses. They don&#39;t have the financial resources, nor can they attract the specialized talent, to create technologies like AI in-house. That&#39;s the gap C3.ai fills by offering a suite of turnkey AI applications that can be customized to work within almost any industry in the world.</p><p>At 35%, the oil and gas sector is C3.ai&#39;s largest source of revenue. The sector is benefiting from AI models that help to reduce carbon emissions and predict costly equipment failures.</p><p>But the company is also recognized by some of the largest tech organizations in the world, including <b>Microsoft</b>, which is collaborating with C3.ai to accelerate the development of AI applications on its Azure cloud-services platform. So far, this partnership has led to over $200 million of new deals for the two companies.</p><h2>Strong revenue growth but explosive customer growth</h2><p>C3.ai isn&#39;t a profitable company yet, which is a key reason its stock has struggled, but it&#39;s doing all the right things to grow its business. Over time, it will likely achieve scale and deliver positive earnings per share. But for now, investors should be extremely excited about the company&#39;s performance based on other metrics.</p><p>It generated $92 million in revenue during fiscal 2019, and management expects the top line to reach $250 million in fiscal 2022. That change represents a compound annual growth rate (CAGR) of 39%, but the company&#39;s customer growth actually trounces that mark.</p><table><thead><tr><th><p>Metric</p></th><th><p>Fiscal 2019</p></th><th><p>Fiscal 2022*</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td><p>Total customers</p></td><td><p>21</p></td><td><p>104</p></td><td><p>89%</p></td></tr></tbody></table><p>Data source: C3.ai. CAGR = Compound Annual Growth Rate.</p><p>In addition, over the last 12 months, C3.ai has doubled the number of industries it serves to 14. And it has also significantly expanded existing agreements, Its deal with oil and gas giant <b>Baker Hughes</b>, for example, increased $45 million to a whopping $495 million. That one deal alone guarantees C3.ai $357 million in revenue over the next three and a half years.</p><h2>Wall Street is on board</h2><p>In Dec. 2021, Wall Street firm <b>Needham</b> maintained its buy rating on C3.ai stock and attached a price target of $103 per share. That represents 312% growth from its current price of $25.</p><p>But while Needham is the most bullish firm, it&#39;s certainly not alone. The consensus price target on Wall Street sits at $56.29, which is still more than double where the stock trades as of this writing.</p><p>Those price targets might actually be conservative over the long term with the artificial intelligence industry set to top $360 billion by 2028. So when investors look back a few years from now, the recent tech sell-off might prove to have been a great opportunity to pick up C3.ai 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>Tech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says 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\">\nTech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's only February, but investors are already having a tough year. The technology sector is suffering the most with the Nasdaq 100 index down over 12% year to date. But history suggests ignoring short...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","AI":"C3.ai, Inc.","BK4527":"明星科技股","BK4543":"AI","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211505186","content_text":"It's only February, but investors are already having a tough year. The technology sector is suffering the most with the Nasdaq 100 index down over 12% year to date. But history suggests ignoring short-term noise and taking a long-term view will yield the most positive results. So investors could use the recent dip as a chance to buy innovative companies at a discount.First-of-its-kind artificial intelligence company, C3.ai (NYSE:AI), might be one candidate. There is a caveat, however: While its shares down 20% so far in 2022, they have lost 85% of their value since hitting their all-time high in Dec. 2020, so it's a volatile stock.But one Wall Street firm stands behind the company's potential, indicating C3.ai stock could quadruple from today's price. Here's why.It's a trailblazerArtificial intelligence (AI) brings boundless possibilities to the business world through its ability to complete highly complex tasks in a fraction of the time humans would need. For some technology companies, building AI models is part-and-parcel of doing business. Think about behemoths like Meta Platforms, Alphabet's Google, or even Upstart, which uses AI to originate loans for banks.But that's not the case for most regular businesses. They don't have the financial resources, nor can they attract the specialized talent, to create technologies like AI in-house. That's the gap C3.ai fills by offering a suite of turnkey AI applications that can be customized to work within almost any industry in the world.At 35%, the oil and gas sector is C3.ai's largest source of revenue. The sector is benefiting from AI models that help to reduce carbon emissions and predict costly equipment failures.But the company is also recognized by some of the largest tech organizations in the world, including Microsoft, which is collaborating with C3.ai to accelerate the development of AI applications on its Azure cloud-services platform. So far, this partnership has led to over $200 million of new deals for the two companies.Strong revenue growth but explosive customer growthC3.ai isn't a profitable company yet, which is a key reason its stock has struggled, but it's doing all the right things to grow its business. Over time, it will likely achieve scale and deliver positive earnings per share. But for now, investors should be extremely excited about the company's performance based on other metrics.It generated $92 million in revenue during fiscal 2019, and management expects the top line to reach $250 million in fiscal 2022. That change represents a compound annual growth rate (CAGR) of 39%, but the company's customer growth actually trounces that mark.MetricFiscal 2019Fiscal 2022*CAGRTotal customers2110489%Data source: C3.ai. CAGR = Compound Annual Growth Rate.In addition, over the last 12 months, C3.ai has doubled the number of industries it serves to 14. And it has also significantly expanded existing agreements, Its deal with oil and gas giant Baker Hughes, for example, increased $45 million to a whopping $495 million. That one deal alone guarantees C3.ai $357 million in revenue over the next three and a half years.Wall Street is on boardIn Dec. 2021, Wall Street firm Needham maintained its buy rating on C3.ai stock and attached a price target of $103 per share. That represents 312% growth from its current price of $25.But while Needham is the most bullish firm, it's certainly not alone. The consensus price target on Wall Street sits at $56.29, which is still more than double where the stock trades as of this writing.Those price targets might actually be conservative over the long term with the artificial intelligence industry set to top $360 billion by 2028. So when investors look back a few years from now, the recent tech sell-off might prove to have been a great opportunity to pick up C3.ai stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096584839,"gmtCreate":1644420657066,"gmtModify":1676533924180,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"User growth slowing alot","listText":"User growth slowing alot","text":"User growth slowing alot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096584839","repostId":"2209349195","repostType":2,"repost":{"id":"2209349195","kind":"news","pubTimestamp":1644416348,"share":"https://ttm.financial/m/news/2209349195?lang=&edition=fundamental","pubTime":"2022-02-09 22:19","market":"us","language":"en","title":"Is This the Beginning of Facebook's Downfall?","url":"https://stock-news.laohu8.com/highlight/detail?id=2209349195","media":"LA Times","summary":"Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook'","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e9fcd9ddd39b8d321f2284c828537362\" tg-width=\"840\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook&#39;s activities in April 2018. </p><p>  (Jim Watson / AFP/Getty Images)</p><p>If there&#39;s a single immutable law in human biology, it&#39;s that no <a href=\"https://laohu8.com/S/AONE.U\">one</a> lives forever. The same goes for corporations.</p><p>The latest big company to confront the fact that the grim reaper spares no one and no thing is <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, formerly known as Facebook.</p><p>Meta on Thursday suffered the largest one-day loss in U.S. stock market history, following an unexpectedly sour report of fourth-quarter earnings.</p><blockquote>We&#39;ve made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.</blockquote><p>Meta Platforms Chief Executive Mark Zuckerberg</p><p>The company&#39;s chairman and chief executive, Mark Zuckerberg, tried to reassure employees and investors that he and his management team had matters in hand for the long term.</p><p>It&#39;s true that Meta remains a potent force in the tech space. The stock closed Friday at $237.09, about where it was as recently as July 30, 2020, and its current market capitalization of $896 billion is the sixth-largest among U.S. companies, just behind Tesla and ahead of Warren Buffett-led Berkshire Hathaway. Some market strategists say it may be undervalued at the current price.</p><p>But it&#39;s also possible that the company is facing an inflection point in its business model with existential implications.</p><p>Meta is braving what its chief operating officer, Sheryl Sandberg, endearingly labeled &#34;headwinds&#34; during a conference call with investment analysts Wednesday.</p><p>Zuckerberg tried to calm investors&#39; nerves by noting that the company had overcome what at first appeared to be existential challenges in the past: &#34;We&#39;ve made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.&#34;</p><p>Yet Meta hasn&#39;t had to deal before with so many challenges coming together at once.</p><p>Even a short list seems daunting. Start with the immense popularity of TikTok, which established itself as the preferred platform for short-form videos before Facebook&#39;s copycat, Reels, could find its footing. There&#39;s Apple&#39;s new privacy options for iPhone users, which will cut deeply into Meta&#39;s access to advertising dollars, costing as much as $10 billion in revenue this year.</p><p>And a reinvigorated Federal Trade Commission, which last month won permission to pursue an antitrust lawsuit against the company from a federal judge, who found the FTC&#39;s allegations &#34;robust and detailed&#34; and rejected the company&#39;s attack on FTC Chair Lina Khan.</p><p>Add the perhaps inevitable aging of the company&#39;s platforms. Facebook, its core product, suffered the first drop in daily average users in its history, falling by about 1 million in the fourth quarter of 2021 compared to the previous quarter. That was the first such decline at least since the company went public in 2012.</p><p>Another difficulty is the company&#39;s deteriorating reputation for trustworthiness amid doubts about its social impacts.</p><p>It&#39;s blamed for undermining the health and self-image of teen girls through its Instagram photo-sharing app, as whistleblower Frances Haugen told a congressional committee in October. Its role in spreading political disinformation was documented in the wake of the 2016 presidential election.</p><p>The company&#39;s cavalier approach to its users&#39; privacy is well-established, which contributed to the recent collapse of its effort to create its own cryptocurrency.</p><p>Despite a corporate rebranding intended to distance the company from its scandals, Meta&#39;s corporate personality is inextricable from Zuckerberg, who continues to have supermajority control of the firm&#39;s stockholder vote.</p><p>As successful as he has been in capturing the social media zeitgeist with well-times acquisitions of emerging competitors such as WhatsApp or Instagram, he has so far had little success proving to investors that the company&#39;s forays into other business models represent a real future.</p><p>That&#39;s true of last year&#39;s rebranding as Meta Platforms. Zuckerberg offered a murky picture of the &#34;metaverse,&#34; the marketplace the company would henceforth be addressing: &#34;There’s a lot of ambiguity around what the metaverse means,&#34; he acknowledged on Ben Thompson&#39;s Stratechery podcast.</p><p>But his specific ideas seemed less than compelling. &#34;You’re going to be able to have a message thread going on when you’re in the middle of a meeting or doing something else and no one else is even going to notice,&#34; he posited.</p><p>The interview prompted Siva Vaidhyanathan, a long-time Zuckerberg critic, to observe that &#34;investing billions of dollars through thousands of highly trained experts to solve a problem no one seems to want solved is a bad way to deploy resources.&#34;</p><p>The most fundamental difficulty in Meta&#39;s future is the natural limit to the life span of even the most innovative companies. Examples of major enterprises that overcame changes in their core technologies or markets are thin on the ground.</p><p>That should strike a cautionary note in the executive suites of other companies that seem to hold impregnable positions at the summit of the business world, such as Alphabet (the parent of Google) and Amazon. (As the old English proverb warns, &#34;time and tide wait for no man.&#34;)</p><p>For many years, the quintessential industrial survivor was General Electric, which was an original component of the Dow Jones industrial average in 1896 and remained in the index continuously starting in Nov. 7, 1907.</p><p>That streak ended after more than 110 years in June 2018; the company, brought down by hubristic investments in financial services and forced to sell off its iconic manufacturing units, no longer resembled the strutting emperor of the U.S. economy of its heyday, and was unceremoniously kicked off the Dow.</p><p>Another company that had nimbly and serially remade itself to remain atop the roster of American corporations was <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</p><p>Over its long history, as Steven Cherry of the University of Pittsburgh observed last year on his podcast, &#34;Fixing the Future,&#34; IBM pivoted from manufacturing the tabulating machines for the 1890 census, to mainframe computers, to personal computers, to networking, and to artificial intelligence machines that beat chess grandmasters and &#34;Jeopardy!&#34; champions at their own games.</p><p>The company&#39;s ability to find and dominate every new technology seemed unlimited. Yet it began to run out its string over the last decade or so, unable to find purchase in the market for cloud-based business services or to financially exploit advances in quantum computing or AI.</p><p>Last month, IBM suffered the humiliation of selling off Watson Health, an AI platform launched in 2015 with the goal of helping doctors and hospitals analyze patient data on a vast scale. But the company&#39;s claims were shrouded in hype and the investment needed to keep it running in the face of losses was more than IBM considered worthwhile.</p><p>Some companies become prisoners of their own success. That was the case with Xerox, which collected majestic profits from its 914 office copier, which was introduced in 1959 and became the most successful industrial product in history up to that time.</p><p>Devised by an eccentric inventor named Chester Carlson, the 914 was so successful that the entire company was structured to serve and distribute the machine and its successors.</p><p>Yet Xerox &#34;was fundamentally cursed by the Chester Carlson vision,&#34; the company&#39;s former chief technology officer, Paul Strassmann, told me in 1998. &#34;This is the immaculate conception view that all you have to do is give us the right technology and the world will come to us. Unfortunately, when it happens like that, it&#39;s a fluke.&#34;</p><p>The limits of that vision came home to Xerox in the 1970s, when it built and staffed its legendary Palo Alto Research Center, or PARC, in Silicon Valley with the goal of finding the next big office technologies before others could do so and cut into its franchise.</p><p>PARC&#39;s scientists and engineers invented the personal computer, graphical displays, and other technologies we take for granted today, but Xerox couldn&#39;t bring them to market profitably.</p><p>&#34;Xerox could have owned the entire computer industry today,&#34; Apple&#39;s Steve Jobs declared in a 1996 documentary. &#34;Could have been the IBM of the ’90s. Could have been the Microsoft of the ’90s.&#34; At the time, of course, the stumbles of both companies lay unforeseen over the far horizon.</p><p>It&#39;s not unheard of for a corporation to face down a near-death experience and reestablish itself. Apple did so, having come close to extinction after Jobs himself was forced out of the company in 1985 by John Sculley, whom he had lured from Pepsi to bring traditional corporate standards to Apple as chief executive.</p><p>Jobs returned to the drifting and money-losing company in 1997 and set it on the path to spectacular profitability by introducing such new products as the iPod, iPad and iPhone.</p><p>Microsoft, too, shook off the torpor it was suffering earlier in this century when it missed out on the mobile computing revolution and allowed its operating systems to become stale. Under Satya Nadella, who became chief executive in 2014 and chairman last year, however, the company has staged a revival, its shares gaining a market-beating 52.5% in 2021.</p><p>It&#39;s possible that Zuckerberg can follow in the footsteps of Jobs and Nadella, and defeat his company&#39;s multiple challenges. Most executives facing even lesser challenges have failed, however.</p><p>Whether Zuckerberg can turn his vision of the metaverse into profits is a wide-open question. It will be a challenge he has never faced before, because it comes in an atmosphere of growing skepticism about his company among the public and among investors.</p><p>&#34;Zuckerberg has never received a signal from the marketplace that he should ever be more modest or change how he has always done things,&#34; Vaidhyanathan wrote last November, after the Meta rebranding. That signal is sounding now, loud and clear.</p><p>This story originally appeared in Los Angeles Times.</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>Is This the Beginning of Facebook's Downfall?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs This the Beginning of Facebook's Downfall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html><strong>LA Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook's activities in April 2018.   (Jim Watson / AFP/Getty Images)If there's a single immutable law in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","IBM":"IBM","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2209349195","content_text":"Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook's activities in April 2018.   (Jim Watson / AFP/Getty Images)If there's a single immutable law in human biology, it's that no one lives forever. The same goes for corporations.The latest big company to confront the fact that the grim reaper spares no one and no thing is Meta Platforms, formerly known as Facebook.Meta on Thursday suffered the largest one-day loss in U.S. stock market history, following an unexpectedly sour report of fourth-quarter earnings.We've made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.Meta Platforms Chief Executive Mark ZuckerbergThe company's chairman and chief executive, Mark Zuckerberg, tried to reassure employees and investors that he and his management team had matters in hand for the long term.It's true that Meta remains a potent force in the tech space. The stock closed Friday at $237.09, about where it was as recently as July 30, 2020, and its current market capitalization of $896 billion is the sixth-largest among U.S. companies, just behind Tesla and ahead of Warren Buffett-led Berkshire Hathaway. Some market strategists say it may be undervalued at the current price.But it's also possible that the company is facing an inflection point in its business model with existential implications.Meta is braving what its chief operating officer, Sheryl Sandberg, endearingly labeled \"headwinds\" during a conference call with investment analysts Wednesday.Zuckerberg tried to calm investors' nerves by noting that the company had overcome what at first appeared to be existential challenges in the past: \"We've made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.\"Yet Meta hasn't had to deal before with so many challenges coming together at once.Even a short list seems daunting. Start with the immense popularity of TikTok, which established itself as the preferred platform for short-form videos before Facebook's copycat, Reels, could find its footing. There's Apple's new privacy options for iPhone users, which will cut deeply into Meta's access to advertising dollars, costing as much as $10 billion in revenue this year.And a reinvigorated Federal Trade Commission, which last month won permission to pursue an antitrust lawsuit against the company from a federal judge, who found the FTC's allegations \"robust and detailed\" and rejected the company's attack on FTC Chair Lina Khan.Add the perhaps inevitable aging of the company's platforms. Facebook, its core product, suffered the first drop in daily average users in its history, falling by about 1 million in the fourth quarter of 2021 compared to the previous quarter. That was the first such decline at least since the company went public in 2012.Another difficulty is the company's deteriorating reputation for trustworthiness amid doubts about its social impacts.It's blamed for undermining the health and self-image of teen girls through its Instagram photo-sharing app, as whistleblower Frances Haugen told a congressional committee in October. Its role in spreading political disinformation was documented in the wake of the 2016 presidential election.The company's cavalier approach to its users' privacy is well-established, which contributed to the recent collapse of its effort to create its own cryptocurrency.Despite a corporate rebranding intended to distance the company from its scandals, Meta's corporate personality is inextricable from Zuckerberg, who continues to have supermajority control of the firm's stockholder vote.As successful as he has been in capturing the social media zeitgeist with well-times acquisitions of emerging competitors such as WhatsApp or Instagram, he has so far had little success proving to investors that the company's forays into other business models represent a real future.That's true of last year's rebranding as Meta Platforms. Zuckerberg offered a murky picture of the \"metaverse,\" the marketplace the company would henceforth be addressing: \"There’s a lot of ambiguity around what the metaverse means,\" he acknowledged on Ben Thompson's Stratechery podcast.But his specific ideas seemed less than compelling. \"You’re going to be able to have a message thread going on when you’re in the middle of a meeting or doing something else and no one else is even going to notice,\" he posited.The interview prompted Siva Vaidhyanathan, a long-time Zuckerberg critic, to observe that \"investing billions of dollars through thousands of highly trained experts to solve a problem no one seems to want solved is a bad way to deploy resources.\"The most fundamental difficulty in Meta's future is the natural limit to the life span of even the most innovative companies. Examples of major enterprises that overcame changes in their core technologies or markets are thin on the ground.That should strike a cautionary note in the executive suites of other companies that seem to hold impregnable positions at the summit of the business world, such as Alphabet (the parent of Google) and Amazon. (As the old English proverb warns, \"time and tide wait for no man.\")For many years, the quintessential industrial survivor was General Electric, which was an original component of the Dow Jones industrial average in 1896 and remained in the index continuously starting in Nov. 7, 1907.That streak ended after more than 110 years in June 2018; the company, brought down by hubristic investments in financial services and forced to sell off its iconic manufacturing units, no longer resembled the strutting emperor of the U.S. economy of its heyday, and was unceremoniously kicked off the Dow.Another company that had nimbly and serially remade itself to remain atop the roster of American corporations was IBM.Over its long history, as Steven Cherry of the University of Pittsburgh observed last year on his podcast, \"Fixing the Future,\" IBM pivoted from manufacturing the tabulating machines for the 1890 census, to mainframe computers, to personal computers, to networking, and to artificial intelligence machines that beat chess grandmasters and \"Jeopardy!\" champions at their own games.The company's ability to find and dominate every new technology seemed unlimited. Yet it began to run out its string over the last decade or so, unable to find purchase in the market for cloud-based business services or to financially exploit advances in quantum computing or AI.Last month, IBM suffered the humiliation of selling off Watson Health, an AI platform launched in 2015 with the goal of helping doctors and hospitals analyze patient data on a vast scale. But the company's claims were shrouded in hype and the investment needed to keep it running in the face of losses was more than IBM considered worthwhile.Some companies become prisoners of their own success. That was the case with Xerox, which collected majestic profits from its 914 office copier, which was introduced in 1959 and became the most successful industrial product in history up to that time.Devised by an eccentric inventor named Chester Carlson, the 914 was so successful that the entire company was structured to serve and distribute the machine and its successors.Yet Xerox \"was fundamentally cursed by the Chester Carlson vision,\" the company's former chief technology officer, Paul Strassmann, told me in 1998. \"This is the immaculate conception view that all you have to do is give us the right technology and the world will come to us. Unfortunately, when it happens like that, it's a fluke.\"The limits of that vision came home to Xerox in the 1970s, when it built and staffed its legendary Palo Alto Research Center, or PARC, in Silicon Valley with the goal of finding the next big office technologies before others could do so and cut into its franchise.PARC's scientists and engineers invented the personal computer, graphical displays, and other technologies we take for granted today, but Xerox couldn't bring them to market profitably.\"Xerox could have owned the entire computer industry today,\" Apple's Steve Jobs declared in a 1996 documentary. \"Could have been the IBM of the ’90s. Could have been the Microsoft of the ’90s.\" At the time, of course, the stumbles of both companies lay unforeseen over the far horizon.It's not unheard of for a corporation to face down a near-death experience and reestablish itself. Apple did so, having come close to extinction after Jobs himself was forced out of the company in 1985 by John Sculley, whom he had lured from Pepsi to bring traditional corporate standards to Apple as chief executive.Jobs returned to the drifting and money-losing company in 1997 and set it on the path to spectacular profitability by introducing such new products as the iPod, iPad and iPhone.Microsoft, too, shook off the torpor it was suffering earlier in this century when it missed out on the mobile computing revolution and allowed its operating systems to become stale. Under Satya Nadella, who became chief executive in 2014 and chairman last year, however, the company has staged a revival, its shares gaining a market-beating 52.5% in 2021.It's possible that Zuckerberg can follow in the footsteps of Jobs and Nadella, and defeat his company's multiple challenges. Most executives facing even lesser challenges have failed, however.Whether Zuckerberg can turn his vision of the metaverse into profits is a wide-open question. It will be a challenge he has never faced before, because it comes in an atmosphere of growing skepticism about his company among the public and among investors.\"Zuckerberg has never received a signal from the marketplace that he should ever be more modest or change how he has always done things,\" Vaidhyanathan wrote last November, after the Meta rebranding. That signal is sounding now, loud and clear.This story originally appeared in Los Angeles Times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096206760,"gmtCreate":1644387701386,"gmtModify":1676533920260,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Might drop further due to conflict with eu","listText":"Might drop further due to conflict with eu","text":"Might drop further due to conflict with eu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096206760","repostId":"1168765575","repostType":4,"repost":{"id":"1168765575","kind":"news","pubTimestamp":1644384077,"share":"https://ttm.financial/m/news/1168765575?lang=&edition=fundamental","pubTime":"2022-02-09 13:21","market":"us","language":"en","title":"Meta Platforms: As Unbelievable As It Sounds, This Is Now A Value Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1168765575","media":"Seeking Alpha","summary":"SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.</li><li>The ~$200 billion drop in market cap in a single day was widely reported as the largest loss of value ever in the capital markets.</li><li>Investors punished Facebook for its sluggish growth in both revenue and users, as well as a light outlook for FY22.</li><li>Despite risks, Meta is highly buyable at a ~14x FY23 P/E ratio.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd513fcd356d424b787dcd216639bd6\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>aprott/iStock via Getty Images</span></p><p>By now, every investor has read about Meta Platforms&#39; (FB) post-earnings wipeout, the largest single recorded loss of value in one day by any public company. The parent company of Facebook has not had an easy year, tangling with regulatory scrutiny while dealing with operating system changes that have dampened the profitability of its core advertising business.</p><p>And while I agree that Facebook stock had gotten frothy and complement about future risks at its 2021 peaks, it&#39;s also difficult to not see this swift fall from peaks as a buying opportunity. Now a week out from that dreadful earnings release, Meta is sitting at 30% down from its pre-earnings prices and 40% down from all-time highs above $380.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a7f7578d37c16b0a564159df35bfa2c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>I&#39;ll cut to the chase here: I now view Meta to be quite the value play. While there is a lot of short-term noise around Meta at the moment (and I&#39;ll certainly acknowledge there are fundamental risks on the horizon), we also shouldn&#39;t let go of the long-term bullish drivers in Meta&#39;s favor:</p><ul><li><b>Meta is the largest collection of social networks on the planet.</b>While Facebook&#39;s core site may be stagnating, &#34;newer&#34; platforms like Instagram are picking up the slack. While other social media companies have shown themselves to be more transitory in nature, Facebook&#39;s self-branded &#34;family of apps&#34; has persisted for well over a decade and now act as a virtual platform of record for nearly half of the world&#39;s population.</li><li><b>One of the companies with the most advanced designs on the meta verse and augmented reality.</b>Meta&#39;s name change is a nod to the fact that the company views the next few decades to be dominated by the meta verse. While the concept has seen a lot of air time in both the news and in fiction, few companies outside of Meta have made any R&amp;D headway into it.</li><li><b>Immensely profitable.</b>While Meta continues to build out the meta verse (which will be a multi-year endeavor), its social media businesses continue to mint profits and essentially subsidize these investments.</li></ul><p>And yes, Meta is now trading at value-stock valuation multiples not yet seen in the company&#39;s lifetime. At current share prices near $225, Facebook now trades at a <b>P/E ratio of just 13.9x</b> versus Wall Street&#39;s $15.84 pro forma EPS expectations for FY23 (data from Yahoo Finance).</p><p>In short, I think there&#39;s a lot to like about Meta/Facebook as it continues to digest losses from Q4 earnings. Above all, I think this is a stock market where value stocks shine - and believe it or not, Facebook has now joined that category. Despite the fundamental risks that Facebook&#39;s Q4 earnings opened up, the massive drop in share prices since then more than makes up for that risk. Buy the dip here.</p><p><b>What&#39;s plaguing Facebook?</b></p><p>Let&#39;s do a quick rundown of the problems impacting Facebook at the moment. The first, as usual, is on user growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf794509eb15bb9ff56d313d19695ff\" tg-width=\"640\" tg-height=\"303\" width=\"100%\" height=\"auto\"/><span>Facebook user trends (Meta Q4 earnings deck)</span></p><p>In Q4, as shown in the chart above, total daily users for Facebook (which account for about two-thirds of the company&#39;s overall &#34;family of apps&#34; user base) declined to 1.929 billion,<b>the first-ever sequential decline</b> in the company&#39;s history. Despite the juicy headline, this isn&#39;t nearly as surprising as it sounds. Facebook proper has had a stagnating user base for several quarters, and we all know anecdotally that it&#39;s falling out of favor with younger users.</p><p>This being said, the mitigating factor here is that Facebook is no longer just a single app. The company&#39;s ownership of Instagram has given it quite the buffer against the decline of Facebook. What we can see in the chart below is that while Facebook users are down, daily users across the &#34;family&#34; portfolio are up slightly to 2.82 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/422dadd299255473fae557de2addb3dc\" tg-width=\"640\" tg-height=\"307\" width=\"100%\" height=\"auto\"/><span>Family of Apps user trends (Meta Q4 earnings deck)</span></p><p>The second major force dragging Facebook downward is its outlook for FY22. The lackluster growth expectations shocked investors - the company is forecasting just 3-11% y/y revenue growth in Q1, representing a huge pace of deceleration versus Q4&#39;s 20% y/y growth rate:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c0f887250f79f2fc4c8ff11be50754\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Meta FY22 guidance (Meta Q4 earnings release)</span></p><p>Here are the specific drivers that Meta is calling out that have significant short-term impacts on the company&#39;s monetization. Per CEO Mark Zuckerberg&#39;s prepared remarks on the Q4 earnings call:</p><blockquote>But there are two things that I want to call out that are having an impact on our business.</blockquote><blockquote>The first is competition. People have a lot of choices for how they want to spend their time and apps like TikTok are growing very quickly. And this is why our focus on Reels is so important over the long-term, as is our work to make sure that our apps are the best services out there for young adults, which I spoke about on our last call.</blockquote><blockquote>The second area, and related to this, is that we’re in the middle of a transition on our own services towards short-form video like Reels. So as more activity shifts towards this medium, we’re replacing some time in News Feed and other higher monetizing services. So as a result of both competition and the shift to short-form video as well as our focus on serving young adults over optimizing overall engagement, we’re going to continue to see some pressure on impression growth in the near-term.</blockquote><blockquote>Now I’m confident that leaning harder into these trends is the right short-term tradeoff to make in order to get long-term gains. We’ve made these types of transitions before with mobile feed and Stories, where we took on headwinds in the near-term to align with important trends over the long-term.&#34;</blockquote><p>The good news is that Meta believes over the long run, it can build up short-form video like Reels (the direct TikTok competitor) to monetize at rates more in line with News Feed, and higher than other longer-form video offerings like Facebook Watch.</p><p>In addition, note that Meta&#39;s outlook now calls for more moderate FY22 operating expenses of $90-$95 billion, down from a prior view of $91-$97 billion.</p><p><b>Don&#39;t forget the good news</b></p><p>And though investors were focused on the sea of red ink that splashed across the stock after earnings, we can&#39;t forget that several green shoots appeared for Facebook as well. In particular, these are the positive highlights I find worth calling out:</p><p>The first is ARPU growth. In spite of slowing user growth, Facebook is still growing its ARPU:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74132af241a948ea3c0b2066bd458314\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Facebook ARPU trends (Meta Q4 earnings deck)</span></p><p>As shown in the chart above, ARPU grew by 14% y/y globally. In particular, I find it encouraging that ARPU in Asia-Pacific, which is Meta&#39;s fastest-growing region, grew 21% y/y to $4.89. Rest of World ARPU also grew 24% y/y to $3.43. While there&#39;s still a large gap to close against the U.S. and Canada, these show growth is trending in the right direction.</p><p>Secondly, note that while Meta&#39;s investments in the metaverse are still nascent and that this business unit (now being reported separately as its own segment) is still running large losses, Meta has managed to build up a base of early-adopters on the hardware side that position it well to be the future dominant force in the metaverse.</p><p>Here&#39;s some additional commentary from Zuckerberg that fleshes out the company&#39;s traction to date, including $1 billion in cumulative Quest sales:</p><blockquote>Now the last investment priority here is the metaverse. We’re focused on the foundational hardware and software required to build an immersive, embodied internet that enables better digital social experiences than anything that exists today. On the hardware front, we’re seeing real traction with Quest 2. People have spent more than $1 billion on Quest store content, helping virtual reality developers grow and sustain their business. We had a strong holiday season and Oculus reached the top of the App Store for the first time on Christmas Day in the U.S.</blockquote><blockquote>We’re working towards a release of a high-end virtual reality headset later this year and we continue to make progress developing Project Nazare, which is our first fully-augmented reality glasses. As for software, Horizon is core to our metaverse vision. This is our social VR world-building experience that we recently opened to people in the U.S. and Canada. And we’ve seen a number of talented creators build worlds like a recording studio where producers collaborate or a relaxing space to meditate. And this year, we plan to launch a version of Horizon on mobile too, that will bring early metaverse experiences to more surfaces beyond VR.&#34;</blockquote><p>Lastly - Meta still remains massively profitable. In FY21, the company generated $38.44 billion of free cash flow, up 67% y/y and representing a rich 33% FCF margin. Note as well that the company generated $13.77 in pro forma EPS for the year, up 36% y/y.</p><p><b>Key takeaways</b></p><p>While the risks of growth deceleration stemming from changes in ad-targeting and the format switch of content consumption from news feeds to video are having meaningful impacts on Meta&#39;s growth trajectory, I still view the company as an earnings powerhouse trading at an attractive valuation multiple, and with strong drivers for future growth driven by its investments in the metaverse. Don&#39;t count Meta out just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: As Unbelievable As It Sounds, This Is Now A Value 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\">\nMeta Platforms: As Unbelievable As It Sounds, This Is Now A Value Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.The ~$200 billion drop in market cap in a single day was widely reported as the largest ...</p>\n\n<a href=\"https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168765575","content_text":"SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.The ~$200 billion drop in market cap in a single day was widely reported as the largest loss of value ever in the capital markets.Investors punished Facebook for its sluggish growth in both revenue and users, as well as a light outlook for FY22.Despite risks, Meta is highly buyable at a ~14x FY23 P/E ratio.aprott/iStock via Getty ImagesBy now, every investor has read about Meta Platforms' (FB) post-earnings wipeout, the largest single recorded loss of value in one day by any public company. The parent company of Facebook has not had an easy year, tangling with regulatory scrutiny while dealing with operating system changes that have dampened the profitability of its core advertising business.And while I agree that Facebook stock had gotten frothy and complement about future risks at its 2021 peaks, it's also difficult to not see this swift fall from peaks as a buying opportunity. Now a week out from that dreadful earnings release, Meta is sitting at 30% down from its pre-earnings prices and 40% down from all-time highs above $380.Data by YChartsI'll cut to the chase here: I now view Meta to be quite the value play. While there is a lot of short-term noise around Meta at the moment (and I'll certainly acknowledge there are fundamental risks on the horizon), we also shouldn't let go of the long-term bullish drivers in Meta's favor:Meta is the largest collection of social networks on the planet.While Facebook's core site may be stagnating, \"newer\" platforms like Instagram are picking up the slack. While other social media companies have shown themselves to be more transitory in nature, Facebook's self-branded \"family of apps\" has persisted for well over a decade and now act as a virtual platform of record for nearly half of the world's population.One of the companies with the most advanced designs on the meta verse and augmented reality.Meta's name change is a nod to the fact that the company views the next few decades to be dominated by the meta verse. While the concept has seen a lot of air time in both the news and in fiction, few companies outside of Meta have made any R&D headway into it.Immensely profitable.While Meta continues to build out the meta verse (which will be a multi-year endeavor), its social media businesses continue to mint profits and essentially subsidize these investments.And yes, Meta is now trading at value-stock valuation multiples not yet seen in the company's lifetime. At current share prices near $225, Facebook now trades at a P/E ratio of just 13.9x versus Wall Street's $15.84 pro forma EPS expectations for FY23 (data from Yahoo Finance).In short, I think there's a lot to like about Meta/Facebook as it continues to digest losses from Q4 earnings. Above all, I think this is a stock market where value stocks shine - and believe it or not, Facebook has now joined that category. Despite the fundamental risks that Facebook's Q4 earnings opened up, the massive drop in share prices since then more than makes up for that risk. Buy the dip here.What's plaguing Facebook?Let's do a quick rundown of the problems impacting Facebook at the moment. The first, as usual, is on user growth.Facebook user trends (Meta Q4 earnings deck)In Q4, as shown in the chart above, total daily users for Facebook (which account for about two-thirds of the company's overall \"family of apps\" user base) declined to 1.929 billion,the first-ever sequential decline in the company's history. Despite the juicy headline, this isn't nearly as surprising as it sounds. Facebook proper has had a stagnating user base for several quarters, and we all know anecdotally that it's falling out of favor with younger users.This being said, the mitigating factor here is that Facebook is no longer just a single app. The company's ownership of Instagram has given it quite the buffer against the decline of Facebook. What we can see in the chart below is that while Facebook users are down, daily users across the \"family\" portfolio are up slightly to 2.82 billion.Family of Apps user trends (Meta Q4 earnings deck)The second major force dragging Facebook downward is its outlook for FY22. The lackluster growth expectations shocked investors - the company is forecasting just 3-11% y/y revenue growth in Q1, representing a huge pace of deceleration versus Q4's 20% y/y growth rate:Meta FY22 guidance (Meta Q4 earnings release)Here are the specific drivers that Meta is calling out that have significant short-term impacts on the company's monetization. Per CEO Mark Zuckerberg's prepared remarks on the Q4 earnings call:But there are two things that I want to call out that are having an impact on our business.The first is competition. People have a lot of choices for how they want to spend their time and apps like TikTok are growing very quickly. And this is why our focus on Reels is so important over the long-term, as is our work to make sure that our apps are the best services out there for young adults, which I spoke about on our last call.The second area, and related to this, is that we’re in the middle of a transition on our own services towards short-form video like Reels. So as more activity shifts towards this medium, we’re replacing some time in News Feed and other higher monetizing services. So as a result of both competition and the shift to short-form video as well as our focus on serving young adults over optimizing overall engagement, we’re going to continue to see some pressure on impression growth in the near-term.Now I’m confident that leaning harder into these trends is the right short-term tradeoff to make in order to get long-term gains. We’ve made these types of transitions before with mobile feed and Stories, where we took on headwinds in the near-term to align with important trends over the long-term.\"The good news is that Meta believes over the long run, it can build up short-form video like Reels (the direct TikTok competitor) to monetize at rates more in line with News Feed, and higher than other longer-form video offerings like Facebook Watch.In addition, note that Meta's outlook now calls for more moderate FY22 operating expenses of $90-$95 billion, down from a prior view of $91-$97 billion.Don't forget the good newsAnd though investors were focused on the sea of red ink that splashed across the stock after earnings, we can't forget that several green shoots appeared for Facebook as well. In particular, these are the positive highlights I find worth calling out:The first is ARPU growth. In spite of slowing user growth, Facebook is still growing its ARPU:Facebook ARPU trends (Meta Q4 earnings deck)As shown in the chart above, ARPU grew by 14% y/y globally. In particular, I find it encouraging that ARPU in Asia-Pacific, which is Meta's fastest-growing region, grew 21% y/y to $4.89. Rest of World ARPU also grew 24% y/y to $3.43. While there's still a large gap to close against the U.S. and Canada, these show growth is trending in the right direction.Secondly, note that while Meta's investments in the metaverse are still nascent and that this business unit (now being reported separately as its own segment) is still running large losses, Meta has managed to build up a base of early-adopters on the hardware side that position it well to be the future dominant force in the metaverse.Here's some additional commentary from Zuckerberg that fleshes out the company's traction to date, including $1 billion in cumulative Quest sales:Now the last investment priority here is the metaverse. We’re focused on the foundational hardware and software required to build an immersive, embodied internet that enables better digital social experiences than anything that exists today. On the hardware front, we’re seeing real traction with Quest 2. People have spent more than $1 billion on Quest store content, helping virtual reality developers grow and sustain their business. We had a strong holiday season and Oculus reached the top of the App Store for the first time on Christmas Day in the U.S.We’re working towards a release of a high-end virtual reality headset later this year and we continue to make progress developing Project Nazare, which is our first fully-augmented reality glasses. As for software, Horizon is core to our metaverse vision. This is our social VR world-building experience that we recently opened to people in the U.S. and Canada. And we’ve seen a number of talented creators build worlds like a recording studio where producers collaborate or a relaxing space to meditate. And this year, we plan to launch a version of Horizon on mobile too, that will bring early metaverse experiences to more surfaces beyond VR.\"Lastly - Meta still remains massively profitable. In FY21, the company generated $38.44 billion of free cash flow, up 67% y/y and representing a rich 33% FCF margin. Note as well that the company generated $13.77 in pro forma EPS for the year, up 36% y/y.Key takeawaysWhile the risks of growth deceleration stemming from changes in ad-targeting and the format switch of content consumption from news feeds to video are having meaningful impacts on Meta's growth trajectory, I still view the company as an earnings powerhouse trading at an attractive valuation multiple, and with strong drivers for future growth driven by its investments in the metaverse. Don't count Meta out just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578997581123464","authorId":"3578997581123464","name":"Yao84","avatar":"https://static.tigerbbs.com/5e30432f9f4a2555514d757fdb9c4f0d","crmLevel":4,"crmLevelSwitch":1,"idStr":"3578997581123464","authorIdStr":"3578997581123464"},"content":"So should wait more before buy?","text":"So should wait more before buy?","html":"So should wait more before buy?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096677466,"gmtCreate":1644385314951,"gmtModify":1676533920100,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"❄️","listText":"❄️","text":"❄️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096677466","repostId":"2209583511","repostType":4,"repost":{"id":"2209583511","kind":"highlight","pubTimestamp":1644376649,"share":"https://ttm.financial/m/news/2209583511?lang=&edition=fundamental","pubTime":"2022-02-09 11:17","market":"us","language":"en","title":"Down 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2209583511","media":"Motley Fool","summary":"These two stocks could be among the most explosive in the Berkshire Hathaway portfolio.","content":"<html><head></head><body><p>Warren Buffett is best known as a value-investing guru, but the fact that <b>Apple</b> is by far the largest stock holding in the <b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous investor doesn&#39;t maintain an overly strict dichotomy between &#34;value stocks&#34; and &#34;growth stocks.&#34;</p><p>Intelligent, long-term investing decisions have helped the investing conglomerate deliver returns of more than 5,200% over the last 30 years and go up more than 2,600,000% since Buffett took over the company in 1965. With that incredible performance in mind, read on for a look at two tech stocks in the Berkshire Hathaway portfolio that have what it takes to be huge winners.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84932734b1592c7e2f9dae1a4f150489\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: The Motley Fool.</span></p><h2>1. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>Sporting a market capitalization of roughly $78.5 billion and trading at approximately 39 times this year&#39;s expected sales, <b>Snowflake</b> (NYSE:SNOW) has one of the more unusual valuation profiles in the Berkshire Hathaway portfolio. This is a growth stock through and through, and it&#39;s operating at the intersection of some powerful long-term trends that help put its valuation and support from the Berkshire team in context.</p><p>Snowflake provides data warehousing and analytics services, and it allows users to easily combine otherwise siloed information from <b>Amazon</b>&#39;s, <b>Microsoft</b>&#39;s, and <b>Alphabet</b>&#39;s respective cloud platforms. It also allows customers to share and monetize their data, and the business is on track to benefit from a powerful network effect as more clients take advantage of these services.</p><p>A recent market study found that 100% of surveyed Snowflake customers recommend the company&#39;s services, and the data specialist&#39;s highly regarded offerings are paving the way for rapid business growth. Existing customers increased their spending a whopping 73% year over year in the third quarter, and the company also grew its total customer count to 5,416 -- up roughly 52% year over year. The combination of increased client spending and new customer additions allowed the company to post 110% year-over-year sales growth in Q3, and there&#39;s still huge room for expansion over the long term.</p><p>With Snowflake&#39;s share price now down roughly 27% from its high, investors have an opportunity to build discounted positions in a company that&#39;s on track to play an influential role in the ongoing data analytics revolution.</p><h2>2. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>The last year has been tough for fintech stocks. It&#39;s also generally been challenging for companies that primarily operate in the Latin American market. As such, it&#39;s not shocking that <b>StoneCo</b> (NASDAQ:STNE) stock has struggled across the stretch, but the extent of the sell-offs has been staggering.</p><p>StoneCo is a leading provider of payment processing and other fintech services in Brazil. Berkshire Hathaway made a significant investment in the company when StoneCo had its initial public offering in 2018. The investment conglomerate started out owning a roughly 11% stake in the company, but it trimmed its position after shares went on to post explosive gains. Berkshire&#39;s decision to reduce holdings in StoneCo stock has proven to be a wise one given recent trading, but there&#39;s big comeback potential here.</p><p>Amid waning investor appetite for risk, high inflation, and economic uncertainty in Latin America, StoneCo stock has gotten pummeled. Shares trade down a staggering 85% from the lifetime high they hit last February.</p><p>StoneCo&#39;s outlook has been dampened due to new credit regulations in Brazil that have disrupted one of the company&#39;s growth vehicles. On the other hand, the fintech actually posted a record net customer addition of 294,000 new merchant clients in the third quarter, and it also added more than 420,000 new digital banking accounts in the period.</p><p>The company ended the quarter with nearly 1.4 million active payment clients, and total revenue climbed roughly 57% year over year in the period. Meanwhile, total payment volume conducted through StoneCo&#39;s platform was up roughly 54% after backing out contributions from pandemic-related stimulus initiatives. The company&#39;s net income also slumped roughly 54% in the period, largely due to the collapse of its credit business, but there&#39;s still a core growth engine here that looks pretty strong.</p><p>The big sell-offs have pushed StoneCo&#39;s market capitalization down to roughly $4 billion, and the company is now valued at roughly 30.5 times this year&#39;s expected earnings and 2.7 times expected sales.I believe this is a situation in which can benefit from being &#34;greedy when others are fearful,&#34; as Buffett has famously said.</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>Down 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond</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\">\nDown 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is best known as a value-investing guru, but the fact that Apple is by far the largest stock holding in the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STNE":"StoneCo","BK4553":"喜马拉雅资本持仓","BK4514":"搜索引擎","GOOG":"谷歌","SNOW":"Snowflake","BK4566":"资本集团","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4505":"高瓴资本持仓","BK4176":"多领域控股","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","BK4554":"元宇宙及AR概念","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209583511","content_text":"Warren Buffett is best known as a value-investing guru, but the fact that Apple is by far the largest stock holding in the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous investor doesn't maintain an overly strict dichotomy between \"value stocks\" and \"growth stocks.\"Intelligent, long-term investing decisions have helped the investing conglomerate deliver returns of more than 5,200% over the last 30 years and go up more than 2,600,000% since Buffett took over the company in 1965. With that incredible performance in mind, read on for a look at two tech stocks in the Berkshire Hathaway portfolio that have what it takes to be huge winners.Image source: The Motley Fool.1. SnowflakeSporting a market capitalization of roughly $78.5 billion and trading at approximately 39 times this year's expected sales, Snowflake (NYSE:SNOW) has one of the more unusual valuation profiles in the Berkshire Hathaway portfolio. This is a growth stock through and through, and it's operating at the intersection of some powerful long-term trends that help put its valuation and support from the Berkshire team in context.Snowflake provides data warehousing and analytics services, and it allows users to easily combine otherwise siloed information from Amazon's, Microsoft's, and Alphabet's respective cloud platforms. It also allows customers to share and monetize their data, and the business is on track to benefit from a powerful network effect as more clients take advantage of these services.A recent market study found that 100% of surveyed Snowflake customers recommend the company's services, and the data specialist's highly regarded offerings are paving the way for rapid business growth. Existing customers increased their spending a whopping 73% year over year in the third quarter, and the company also grew its total customer count to 5,416 -- up roughly 52% year over year. The combination of increased client spending and new customer additions allowed the company to post 110% year-over-year sales growth in Q3, and there's still huge room for expansion over the long term.With Snowflake's share price now down roughly 27% from its high, investors have an opportunity to build discounted positions in a company that's on track to play an influential role in the ongoing data analytics revolution.2. StoneCoThe last year has been tough for fintech stocks. It's also generally been challenging for companies that primarily operate in the Latin American market. As such, it's not shocking that StoneCo (NASDAQ:STNE) stock has struggled across the stretch, but the extent of the sell-offs has been staggering.StoneCo is a leading provider of payment processing and other fintech services in Brazil. Berkshire Hathaway made a significant investment in the company when StoneCo had its initial public offering in 2018. The investment conglomerate started out owning a roughly 11% stake in the company, but it trimmed its position after shares went on to post explosive gains. Berkshire's decision to reduce holdings in StoneCo stock has proven to be a wise one given recent trading, but there's big comeback potential here.Amid waning investor appetite for risk, high inflation, and economic uncertainty in Latin America, StoneCo stock has gotten pummeled. Shares trade down a staggering 85% from the lifetime high they hit last February.StoneCo's outlook has been dampened due to new credit regulations in Brazil that have disrupted one of the company's growth vehicles. On the other hand, the fintech actually posted a record net customer addition of 294,000 new merchant clients in the third quarter, and it also added more than 420,000 new digital banking accounts in the period.The company ended the quarter with nearly 1.4 million active payment clients, and total revenue climbed roughly 57% year over year in the period. Meanwhile, total payment volume conducted through StoneCo's platform was up roughly 54% after backing out contributions from pandemic-related stimulus initiatives. The company's net income also slumped roughly 54% in the period, largely due to the collapse of its credit business, but there's still a core growth engine here that looks pretty strong.The big sell-offs have pushed StoneCo's market capitalization down to roughly $4 billion, and the company is now valued at roughly 30.5 times this year's expected earnings and 2.7 times expected sales.I believe this is a situation in which can benefit from being \"greedy when others are fearful,\" as Buffett has famously said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091848405,"gmtCreate":1643845688230,"gmtModify":1676533862017,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Bought before plunge :(","listText":"Bought before plunge :(","text":"Bought before plunge :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091848405","repostId":"2208364488","repostType":4,"repost":{"id":"2208364488","kind":"news","pubTimestamp":1643842462,"share":"https://ttm.financial/m/news/2208364488?lang=&edition=fundamental","pubTime":"2022-02-03 06:54","market":"us","language":"en","title":"Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208364488","media":"StreetInsider","summary":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.</p><p><img src=\"https://static.tigerbbs.com/e923813c4a5c3814a0429a51a3a6db23\" tg-width=\"880\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/></p><p>Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.</p><p>The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.</p><p>The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.</p><p>According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 06:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19548168><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19548168\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.streetinsider.com/dr/news.php?id=19548168","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208364488","content_text":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091039919,"gmtCreate":1643727828253,"gmtModify":1676533849192,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091039919","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090151004,"gmtCreate":1643123848274,"gmtModify":1676533776344,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"be ex to you in v5y 4dx it v was<a href=\"https://ttm.financial/OPT/AAPL 20220204 162.5 CALL\">$AAPL 20220204 162.5 CALL$</a> loo in 9.? All 2 all s4 the ²*My. Ah u see4e the vq","listText":"be ex to you in v5y 4dx it v was<a href=\"https://ttm.financial/OPT/AAPL 20220204 162.5 CALL\">$AAPL 20220204 162.5 CALL$</a> loo in 9.? All 2 all s4 the ²*My. Ah u see4e the vq","text":"be ex to you in v5y 4dx it v was$AAPL 20220204 162.5 CALL$ loo in 9.? All 2 all s4 the ²*My. Ah u see4e the vq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090151004","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090063825,"gmtCreate":1643036571741,"gmtModify":1676533767349,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090063825","repostId":"2205009998","repostType":4,"repost":{"id":"2205009998","kind":"highlight","pubTimestamp":1643035806,"share":"https://ttm.financial/m/news/2205009998?lang=&edition=fundamental","pubTime":"2022-01-24 22:50","market":"us","language":"en","title":"Thinking of Selling Netflix? 2 Things to Remember","url":"https://stock-news.laohu8.com/highlight/detail?id=2205009998","media":"Motley Fool","summary":"The first-quarter guidance was ugly, but there's more to the story than that.","content":"<html><head></head><body><p>Investors are pressing pause on <b>Netflix </b>(NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.</p><p>The sell-off itself wasn&#39;t surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.</p><p>If you&#39;re thinking of selling Netflix stock on the news, you&#39;re not alone. Wall Street analysts trashed the streamer following the report, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> calling it &#34;dead money&#34; and another saying &#34;the good old days may be gone.&#34; Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you&#39;re ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.</p><h2>1. Shares have never been cheaper in the streaming era</h2><p>Netflix may no longer be behaving like a growth stock, but the good news is it&#39;s no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That&#39;s only modestly higher than the <b>S&amp;P 500</b>&#39;s P/E ratio of 26, and cheaper than it&#39;s ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.</p><p>While Netflix&#39;s growth has slowed in recent years, it&#39;s turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that&#39;s primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.</p><p>The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.</p><h2>2. Revenue growth will improve after Q1</h2><p>Netflix didn&#39;t provide guidance beyond the first quarter, and there&#39;s no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.</p><p>However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (<i>Bridgerton </i>and <i>The Adam Project</i>) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix&#39;s last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don&#39;t get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.</p><h2>The new Netflix reality</h2><p>Keeping those factors in mind, it&#39;s also worth remembering that Netflix&#39;s heady growth days are probably over. It&#39;s hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.</p><p>Still, considering the stock&#39;s valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&amp;P 500 over the next three to five years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thinking of Selling Netflix? 2 Things to Remember</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\">\nThinking of Selling Netflix? 2 Things to Remember\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205009998","content_text":"Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.The sell-off itself wasn't surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.If you're thinking of selling Netflix stock on the news, you're not alone. Wall Street analysts trashed the streamer following the report, with one calling it \"dead money\" and another saying \"the good old days may be gone.\" Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you're ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.1. Shares have never been cheaper in the streaming eraNetflix may no longer be behaving like a growth stock, but the good news is it's no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That's only modestly higher than the S&P 500's P/E ratio of 26, and cheaper than it's ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.While Netflix's growth has slowed in recent years, it's turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that's primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.2. Revenue growth will improve after Q1Netflix didn't provide guidance beyond the first quarter, and there's no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (Bridgerton and The Adam Project) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix's last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don't get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.The new Netflix realityKeeping those factors in mind, it's also worth remembering that Netflix's heady growth days are probably over. It's hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.Still, considering the stock's valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&P 500 over the next three to five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007913311,"gmtCreate":1642732884141,"gmtModify":1676533741643,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007913311","repostId":"2205013143","repostType":4,"repost":{"id":"2205013143","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":1642715726,"share":"https://ttm.financial/m/news/2205013143?lang=&edition=fundamental","pubTime":"2022-01-21 05:55","market":"us","language":"en","title":"US STOCKS-Wall Street Drops as Bargain-Hunting Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=2205013143","media":"Reuters","summary":"* Stocks rebound fades day after Nasdaq correction* Peloton tumbles after report co is pausing produ","content":"<html><head></head><body><p>* Stocks rebound fades day after Nasdaq correction</p><p>* Peloton tumbles after report co is pausing production</p><p>* Travelers up after reporting record quarterly profit</p><p>* Indexes down: Dow 0.89%, S&amp;P 1.1%, Nasdaq 1.3%</p><p>Jan 20 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.</p><p>Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.</p><p>The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.</p><p>“There seems to be a whole lack of conviction,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab. &#34;The dip-buyers step in, but then they run out of momentum.”</p><p>The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&amp;P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.</p><p>Of 11 major S&amp;P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.</p><p>Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the mainstays of the stay-at-home trade in 2020.</p><p>After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.</p><p>Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&amp;P 500 is down nearly 6% so far this year.</p><p>&#34;I just think we&#39;re in for a kind of rocky period here for the month of January,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;Valuations are high, rates are going up, the outlook is murky -- there&#39;s more to worry about now than there was several months ago.&#34;</p><p>Investors are also turning to fourth-quarter earnings reports as they start to roll in.</p><p>Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.</p><p>Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts&#39; earnings expectations as higher energy prices fuel demand for its equipment and services.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.</p><p>The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.</p><p>Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.</p><p>Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.</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 Drops as Bargain-Hunting Loses Steam</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 Drops as Bargain-Hunting Loses Steam\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\">2022-01-21 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Stocks rebound fades day after Nasdaq correction</p><p>* Peloton tumbles after report co is pausing production</p><p>* Travelers up after reporting record quarterly profit</p><p>* Indexes down: Dow 0.89%, S&amp;P 1.1%, Nasdaq 1.3%</p><p>Jan 20 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.</p><p>Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.</p><p>The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.</p><p>“There seems to be a whole lack of conviction,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab. &#34;The dip-buyers step in, but then they run out of momentum.”</p><p>The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&amp;P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.</p><p>Of 11 major S&amp;P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.</p><p>Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the mainstays of the stay-at-home trade in 2020.</p><p>After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.</p><p>Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&amp;P 500 is down nearly 6% so far this year.</p><p>&#34;I just think we&#39;re in for a kind of rocky period here for the month of January,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;Valuations are high, rates are going up, the outlook is murky -- there&#39;s more to worry about now than there was several months ago.&#34;</p><p>Investors are also turning to fourth-quarter earnings reports as they start to roll in.</p><p>Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.</p><p>Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts&#39; earnings expectations as higher energy prices fuel demand for its equipment and services.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.</p><p>The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.</p><p>Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.</p><p>Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4566":"资本集团",".IXIC":"NASDAQ Composite","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4527":"明星科技股","SPY":"标普500ETF","BK4559":"巴菲特持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205013143","content_text":"* Stocks rebound fades day after Nasdaq correction* Peloton tumbles after report co is pausing production* Travelers up after reporting record quarterly profit* Indexes down: Dow 0.89%, S&P 1.1%, Nasdaq 1.3%Jan 20 (Reuters) - Wall Street's main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.“There seems to be a whole lack of conviction,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab. \"The dip-buyers step in, but then they run out of momentum.”The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.Of 11 major S&P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was one of the mainstays of the stay-at-home trade in 2020.After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&P 500 is down nearly 6% so far this year.\"I just think we're in for a kind of rocky period here for the month of January,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"Valuations are high, rates are going up, the outlook is murky -- there's more to worry about now than there was several months ago.\"Investors are also turning to fourth-quarter earnings reports as they start to roll in.Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts' earnings expectations as higher energy prices fuel demand for its equipment and services.Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.The S&P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9096206760,"gmtCreate":1644387701386,"gmtModify":1676533920260,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Might drop further due to conflict with eu","listText":"Might drop further due to conflict with eu","text":"Might drop further due to conflict with eu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096206760","repostId":"1168765575","repostType":4,"repost":{"id":"1168765575","kind":"news","pubTimestamp":1644384077,"share":"https://ttm.financial/m/news/1168765575?lang=&edition=fundamental","pubTime":"2022-02-09 13:21","market":"us","language":"en","title":"Meta Platforms: As Unbelievable As It Sounds, This Is Now A Value Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1168765575","media":"Seeking Alpha","summary":"SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnin","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Shares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.</li><li>The ~$200 billion drop in market cap in a single day was widely reported as the largest loss of value ever in the capital markets.</li><li>Investors punished Facebook for its sluggish growth in both revenue and users, as well as a light outlook for FY22.</li><li>Despite risks, Meta is highly buyable at a ~14x FY23 P/E ratio.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dd513fcd356d424b787dcd216639bd6\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"/><span>aprott/iStock via Getty Images</span></p><p>By now, every investor has read about Meta Platforms&#39; (FB) post-earnings wipeout, the largest single recorded loss of value in one day by any public company. The parent company of Facebook has not had an easy year, tangling with regulatory scrutiny while dealing with operating system changes that have dampened the profitability of its core advertising business.</p><p>And while I agree that Facebook stock had gotten frothy and complement about future risks at its 2021 peaks, it&#39;s also difficult to not see this swift fall from peaks as a buying opportunity. Now a week out from that dreadful earnings release, Meta is sitting at 30% down from its pre-earnings prices and 40% down from all-time highs above $380.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a7f7578d37c16b0a564159df35bfa2c\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>I&#39;ll cut to the chase here: I now view Meta to be quite the value play. While there is a lot of short-term noise around Meta at the moment (and I&#39;ll certainly acknowledge there are fundamental risks on the horizon), we also shouldn&#39;t let go of the long-term bullish drivers in Meta&#39;s favor:</p><ul><li><b>Meta is the largest collection of social networks on the planet.</b>While Facebook&#39;s core site may be stagnating, &#34;newer&#34; platforms like Instagram are picking up the slack. While other social media companies have shown themselves to be more transitory in nature, Facebook&#39;s self-branded &#34;family of apps&#34; has persisted for well over a decade and now act as a virtual platform of record for nearly half of the world&#39;s population.</li><li><b>One of the companies with the most advanced designs on the meta verse and augmented reality.</b>Meta&#39;s name change is a nod to the fact that the company views the next few decades to be dominated by the meta verse. While the concept has seen a lot of air time in both the news and in fiction, few companies outside of Meta have made any R&amp;D headway into it.</li><li><b>Immensely profitable.</b>While Meta continues to build out the meta verse (which will be a multi-year endeavor), its social media businesses continue to mint profits and essentially subsidize these investments.</li></ul><p>And yes, Meta is now trading at value-stock valuation multiples not yet seen in the company&#39;s lifetime. At current share prices near $225, Facebook now trades at a <b>P/E ratio of just 13.9x</b> versus Wall Street&#39;s $15.84 pro forma EPS expectations for FY23 (data from Yahoo Finance).</p><p>In short, I think there&#39;s a lot to like about Meta/Facebook as it continues to digest losses from Q4 earnings. Above all, I think this is a stock market where value stocks shine - and believe it or not, Facebook has now joined that category. Despite the fundamental risks that Facebook&#39;s Q4 earnings opened up, the massive drop in share prices since then more than makes up for that risk. Buy the dip here.</p><p><b>What&#39;s plaguing Facebook?</b></p><p>Let&#39;s do a quick rundown of the problems impacting Facebook at the moment. The first, as usual, is on user growth.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf794509eb15bb9ff56d313d19695ff\" tg-width=\"640\" tg-height=\"303\" width=\"100%\" height=\"auto\"/><span>Facebook user trends (Meta Q4 earnings deck)</span></p><p>In Q4, as shown in the chart above, total daily users for Facebook (which account for about two-thirds of the company&#39;s overall &#34;family of apps&#34; user base) declined to 1.929 billion,<b>the first-ever sequential decline</b> in the company&#39;s history. Despite the juicy headline, this isn&#39;t nearly as surprising as it sounds. Facebook proper has had a stagnating user base for several quarters, and we all know anecdotally that it&#39;s falling out of favor with younger users.</p><p>This being said, the mitigating factor here is that Facebook is no longer just a single app. The company&#39;s ownership of Instagram has given it quite the buffer against the decline of Facebook. What we can see in the chart below is that while Facebook users are down, daily users across the &#34;family&#34; portfolio are up slightly to 2.82 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/422dadd299255473fae557de2addb3dc\" tg-width=\"640\" tg-height=\"307\" width=\"100%\" height=\"auto\"/><span>Family of Apps user trends (Meta Q4 earnings deck)</span></p><p>The second major force dragging Facebook downward is its outlook for FY22. The lackluster growth expectations shocked investors - the company is forecasting just 3-11% y/y revenue growth in Q1, representing a huge pace of deceleration versus Q4&#39;s 20% y/y growth rate:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c0f887250f79f2fc4c8ff11be50754\" tg-width=\"640\" tg-height=\"301\" width=\"100%\" height=\"auto\"/><span>Meta FY22 guidance (Meta Q4 earnings release)</span></p><p>Here are the specific drivers that Meta is calling out that have significant short-term impacts on the company&#39;s monetization. Per CEO Mark Zuckerberg&#39;s prepared remarks on the Q4 earnings call:</p><blockquote>But there are two things that I want to call out that are having an impact on our business.</blockquote><blockquote>The first is competition. People have a lot of choices for how they want to spend their time and apps like TikTok are growing very quickly. And this is why our focus on Reels is so important over the long-term, as is our work to make sure that our apps are the best services out there for young adults, which I spoke about on our last call.</blockquote><blockquote>The second area, and related to this, is that we’re in the middle of a transition on our own services towards short-form video like Reels. So as more activity shifts towards this medium, we’re replacing some time in News Feed and other higher monetizing services. So as a result of both competition and the shift to short-form video as well as our focus on serving young adults over optimizing overall engagement, we’re going to continue to see some pressure on impression growth in the near-term.</blockquote><blockquote>Now I’m confident that leaning harder into these trends is the right short-term tradeoff to make in order to get long-term gains. We’ve made these types of transitions before with mobile feed and Stories, where we took on headwinds in the near-term to align with important trends over the long-term.&#34;</blockquote><p>The good news is that Meta believes over the long run, it can build up short-form video like Reels (the direct TikTok competitor) to monetize at rates more in line with News Feed, and higher than other longer-form video offerings like Facebook Watch.</p><p>In addition, note that Meta&#39;s outlook now calls for more moderate FY22 operating expenses of $90-$95 billion, down from a prior view of $91-$97 billion.</p><p><b>Don&#39;t forget the good news</b></p><p>And though investors were focused on the sea of red ink that splashed across the stock after earnings, we can&#39;t forget that several green shoots appeared for Facebook as well. In particular, these are the positive highlights I find worth calling out:</p><p>The first is ARPU growth. In spite of slowing user growth, Facebook is still growing its ARPU:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74132af241a948ea3c0b2066bd458314\" tg-width=\"640\" tg-height=\"314\" width=\"100%\" height=\"auto\"/><span>Facebook ARPU trends (Meta Q4 earnings deck)</span></p><p>As shown in the chart above, ARPU grew by 14% y/y globally. In particular, I find it encouraging that ARPU in Asia-Pacific, which is Meta&#39;s fastest-growing region, grew 21% y/y to $4.89. Rest of World ARPU also grew 24% y/y to $3.43. While there&#39;s still a large gap to close against the U.S. and Canada, these show growth is trending in the right direction.</p><p>Secondly, note that while Meta&#39;s investments in the metaverse are still nascent and that this business unit (now being reported separately as its own segment) is still running large losses, Meta has managed to build up a base of early-adopters on the hardware side that position it well to be the future dominant force in the metaverse.</p><p>Here&#39;s some additional commentary from Zuckerberg that fleshes out the company&#39;s traction to date, including $1 billion in cumulative Quest sales:</p><blockquote>Now the last investment priority here is the metaverse. We’re focused on the foundational hardware and software required to build an immersive, embodied internet that enables better digital social experiences than anything that exists today. On the hardware front, we’re seeing real traction with Quest 2. People have spent more than $1 billion on Quest store content, helping virtual reality developers grow and sustain their business. We had a strong holiday season and Oculus reached the top of the App Store for the first time on Christmas Day in the U.S.</blockquote><blockquote>We’re working towards a release of a high-end virtual reality headset later this year and we continue to make progress developing Project Nazare, which is our first fully-augmented reality glasses. As for software, Horizon is core to our metaverse vision. This is our social VR world-building experience that we recently opened to people in the U.S. and Canada. And we’ve seen a number of talented creators build worlds like a recording studio where producers collaborate or a relaxing space to meditate. And this year, we plan to launch a version of Horizon on mobile too, that will bring early metaverse experiences to more surfaces beyond VR.&#34;</blockquote><p>Lastly - Meta still remains massively profitable. In FY21, the company generated $38.44 billion of free cash flow, up 67% y/y and representing a rich 33% FCF margin. Note as well that the company generated $13.77 in pro forma EPS for the year, up 36% y/y.</p><p><b>Key takeaways</b></p><p>While the risks of growth deceleration stemming from changes in ad-targeting and the format switch of content consumption from news feeds to video are having meaningful impacts on Meta&#39;s growth trajectory, I still view the company as an earnings powerhouse trading at an attractive valuation multiple, and with strong drivers for future growth driven by its investments in the metaverse. Don&#39;t count Meta out just yet.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms: As Unbelievable As It Sounds, This Is Now A Value 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\">\nMeta Platforms: As Unbelievable As It Sounds, This Is Now A Value Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.The ~$200 billion drop in market cap in a single day was widely reported as the largest ...</p>\n\n<a href=\"https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4485153-meta-platforms-as-unbelievable-as-it-sounds-this-is-now-a-value-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168765575","content_text":"SummaryShares of Meta Platforms have dropped approximately 30% since reporting fourth-quarter earnings results.The ~$200 billion drop in market cap in a single day was widely reported as the largest loss of value ever in the capital markets.Investors punished Facebook for its sluggish growth in both revenue and users, as well as a light outlook for FY22.Despite risks, Meta is highly buyable at a ~14x FY23 P/E ratio.aprott/iStock via Getty ImagesBy now, every investor has read about Meta Platforms' (FB) post-earnings wipeout, the largest single recorded loss of value in one day by any public company. The parent company of Facebook has not had an easy year, tangling with regulatory scrutiny while dealing with operating system changes that have dampened the profitability of its core advertising business.And while I agree that Facebook stock had gotten frothy and complement about future risks at its 2021 peaks, it's also difficult to not see this swift fall from peaks as a buying opportunity. Now a week out from that dreadful earnings release, Meta is sitting at 30% down from its pre-earnings prices and 40% down from all-time highs above $380.Data by YChartsI'll cut to the chase here: I now view Meta to be quite the value play. While there is a lot of short-term noise around Meta at the moment (and I'll certainly acknowledge there are fundamental risks on the horizon), we also shouldn't let go of the long-term bullish drivers in Meta's favor:Meta is the largest collection of social networks on the planet.While Facebook's core site may be stagnating, \"newer\" platforms like Instagram are picking up the slack. While other social media companies have shown themselves to be more transitory in nature, Facebook's self-branded \"family of apps\" has persisted for well over a decade and now act as a virtual platform of record for nearly half of the world's population.One of the companies with the most advanced designs on the meta verse and augmented reality.Meta's name change is a nod to the fact that the company views the next few decades to be dominated by the meta verse. While the concept has seen a lot of air time in both the news and in fiction, few companies outside of Meta have made any R&D headway into it.Immensely profitable.While Meta continues to build out the meta verse (which will be a multi-year endeavor), its social media businesses continue to mint profits and essentially subsidize these investments.And yes, Meta is now trading at value-stock valuation multiples not yet seen in the company's lifetime. At current share prices near $225, Facebook now trades at a P/E ratio of just 13.9x versus Wall Street's $15.84 pro forma EPS expectations for FY23 (data from Yahoo Finance).In short, I think there's a lot to like about Meta/Facebook as it continues to digest losses from Q4 earnings. Above all, I think this is a stock market where value stocks shine - and believe it or not, Facebook has now joined that category. Despite the fundamental risks that Facebook's Q4 earnings opened up, the massive drop in share prices since then more than makes up for that risk. Buy the dip here.What's plaguing Facebook?Let's do a quick rundown of the problems impacting Facebook at the moment. The first, as usual, is on user growth.Facebook user trends (Meta Q4 earnings deck)In Q4, as shown in the chart above, total daily users for Facebook (which account for about two-thirds of the company's overall \"family of apps\" user base) declined to 1.929 billion,the first-ever sequential decline in the company's history. Despite the juicy headline, this isn't nearly as surprising as it sounds. Facebook proper has had a stagnating user base for several quarters, and we all know anecdotally that it's falling out of favor with younger users.This being said, the mitigating factor here is that Facebook is no longer just a single app. The company's ownership of Instagram has given it quite the buffer against the decline of Facebook. What we can see in the chart below is that while Facebook users are down, daily users across the \"family\" portfolio are up slightly to 2.82 billion.Family of Apps user trends (Meta Q4 earnings deck)The second major force dragging Facebook downward is its outlook for FY22. The lackluster growth expectations shocked investors - the company is forecasting just 3-11% y/y revenue growth in Q1, representing a huge pace of deceleration versus Q4's 20% y/y growth rate:Meta FY22 guidance (Meta Q4 earnings release)Here are the specific drivers that Meta is calling out that have significant short-term impacts on the company's monetization. Per CEO Mark Zuckerberg's prepared remarks on the Q4 earnings call:But there are two things that I want to call out that are having an impact on our business.The first is competition. People have a lot of choices for how they want to spend their time and apps like TikTok are growing very quickly. And this is why our focus on Reels is so important over the long-term, as is our work to make sure that our apps are the best services out there for young adults, which I spoke about on our last call.The second area, and related to this, is that we’re in the middle of a transition on our own services towards short-form video like Reels. So as more activity shifts towards this medium, we’re replacing some time in News Feed and other higher monetizing services. So as a result of both competition and the shift to short-form video as well as our focus on serving young adults over optimizing overall engagement, we’re going to continue to see some pressure on impression growth in the near-term.Now I’m confident that leaning harder into these trends is the right short-term tradeoff to make in order to get long-term gains. We’ve made these types of transitions before with mobile feed and Stories, where we took on headwinds in the near-term to align with important trends over the long-term.\"The good news is that Meta believes over the long run, it can build up short-form video like Reels (the direct TikTok competitor) to monetize at rates more in line with News Feed, and higher than other longer-form video offerings like Facebook Watch.In addition, note that Meta's outlook now calls for more moderate FY22 operating expenses of $90-$95 billion, down from a prior view of $91-$97 billion.Don't forget the good newsAnd though investors were focused on the sea of red ink that splashed across the stock after earnings, we can't forget that several green shoots appeared for Facebook as well. In particular, these are the positive highlights I find worth calling out:The first is ARPU growth. In spite of slowing user growth, Facebook is still growing its ARPU:Facebook ARPU trends (Meta Q4 earnings deck)As shown in the chart above, ARPU grew by 14% y/y globally. In particular, I find it encouraging that ARPU in Asia-Pacific, which is Meta's fastest-growing region, grew 21% y/y to $4.89. Rest of World ARPU also grew 24% y/y to $3.43. While there's still a large gap to close against the U.S. and Canada, these show growth is trending in the right direction.Secondly, note that while Meta's investments in the metaverse are still nascent and that this business unit (now being reported separately as its own segment) is still running large losses, Meta has managed to build up a base of early-adopters on the hardware side that position it well to be the future dominant force in the metaverse.Here's some additional commentary from Zuckerberg that fleshes out the company's traction to date, including $1 billion in cumulative Quest sales:Now the last investment priority here is the metaverse. We’re focused on the foundational hardware and software required to build an immersive, embodied internet that enables better digital social experiences than anything that exists today. On the hardware front, we’re seeing real traction with Quest 2. People have spent more than $1 billion on Quest store content, helping virtual reality developers grow and sustain their business. We had a strong holiday season and Oculus reached the top of the App Store for the first time on Christmas Day in the U.S.We’re working towards a release of a high-end virtual reality headset later this year and we continue to make progress developing Project Nazare, which is our first fully-augmented reality glasses. As for software, Horizon is core to our metaverse vision. This is our social VR world-building experience that we recently opened to people in the U.S. and Canada. And we’ve seen a number of talented creators build worlds like a recording studio where producers collaborate or a relaxing space to meditate. And this year, we plan to launch a version of Horizon on mobile too, that will bring early metaverse experiences to more surfaces beyond VR.\"Lastly - Meta still remains massively profitable. In FY21, the company generated $38.44 billion of free cash flow, up 67% y/y and representing a rich 33% FCF margin. Note as well that the company generated $13.77 in pro forma EPS for the year, up 36% y/y.Key takeawaysWhile the risks of growth deceleration stemming from changes in ad-targeting and the format switch of content consumption from news feeds to video are having meaningful impacts on Meta's growth trajectory, I still view the company as an earnings powerhouse trading at an attractive valuation multiple, and with strong drivers for future growth driven by its investments in the metaverse. Don't count Meta out just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3578997581123464","authorId":"3578997581123464","name":"Yao84","avatar":"https://static.tigerbbs.com/5e30432f9f4a2555514d757fdb9c4f0d","crmLevel":4,"crmLevelSwitch":1,"idStr":"3578997581123464","authorIdStr":"3578997581123464"},"content":"So should wait more before buy?","text":"So should wait more before buy?","html":"So should wait more before buy?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091848405,"gmtCreate":1643845688230,"gmtModify":1676533862017,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Bought before plunge :(","listText":"Bought before plunge :(","text":"Bought before plunge :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091848405","repostId":"2208364488","repostType":4,"repost":{"id":"2208364488","kind":"news","pubTimestamp":1643842462,"share":"https://ttm.financial/m/news/2208364488?lang=&edition=fundamental","pubTime":"2022-02-03 06:54","market":"us","language":"en","title":"Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2208364488","media":"StreetInsider","summary":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.</p><p><img src=\"https://static.tigerbbs.com/e923813c4a5c3814a0429a51a3a6db23\" tg-width=\"880\" tg-height=\"630\" referrerpolicy=\"no-referrer\"/></p><p>Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.</p><p>The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.</p><p>The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.</p><p>According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Platforms Stock Plunges 20% on Q4 EPS Miss and Worse Than Expected Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-03 06:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19548168><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19548168\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.streetinsider.com/dr/news.php?id=19548168","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2208364488","content_text":"Meta Platforms shares dropped more than 20% after-hours following the company’s Q4 results, with EPS of $3.67 coming in worse than the consensus estimate of $3.84. Revenue was $33.67 billion, compared to the Street estimate of $33.38 billion.Daily active people (DAP) for Family of Apps (FoA), which includes Facebook, Instagram, Messenger, WhatsApp and other services, was 2.82 billion on average for December 2021, representing an 8% growth year-over-year. Family monthly active people (MAP) was 3.59 billion as of December 31, 2021, representing a 9% year-over-year growth.The company repurchased $19.18 billion and $44.81 billion of its Class A common stock in Q4 and 2021, respectively, and has $38.79 billion available and authorized for repurchases as of December 31, 2021.The company expects Q1/2022 revenue in the range of $27-29 billion (3-11% growth year-over-year), which is lower than the consensus estimate of $30.1 billion and is expected to be impacted by headwinds to both impression and price growth.According to Mark Zuckerberg, Meta founder and CEO, the company made encouraging progress in 2021 in a number of important growth areas like Reels, commerce, and virtual reality, and continues to invest in these and other key priorities this year as it works towards building the metaverse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034272236,"gmtCreate":1647911759595,"gmtModify":1676534278841,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034272236","repostId":"2221039815","repostType":4,"repost":{"id":"2221039815","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1647910526,"share":"https://ttm.financial/m/news/2221039815?lang=&edition=fundamental","pubTime":"2022-03-22 08:55","market":"us","language":"en","title":"The Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2221039815","media":"Dow Jones","summary":"In a year of supply challenges, investors have watched as the stock market's sector focus has shifte","content":"<html><head></head><body><p>In a year of supply challenges, investors have watched as the stock market&#39;s sector focus has shifted.</p><p>You have seen the headlines and probably felt the effect of rising energy prices already. Has the energy sector gotten too expensive? Meanwhile, the market&#39;s enthusiasm for technology stocks has fizzled. Or has it really?</p><p>The following tables present data for the 11 sectors of the S&amp;P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.</p><p>Any company&#39;s forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> has been trading at high P/E multiples for decades, but these haven&#39;t stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&amp;P 500 traded at a weighted forward P/E ratio of 19.4.</p><p>All price changes discussed in this article are through March 18.</p><h2>Current valuations and five-year averages</h2><p>Here&#39;s a comparison of current forward P/E ratios for sectors of the S&amp;P 500, in alphabetical order, with the index&#39;s valuations at the bottom. The current valuations are also compared to the index&#39;s valuation and to their own five-year averages:</p><table><tbody><tr><td>S&amp;P 500 sector</td><td>Current forward P/E</td><td>5-year average forward P/E</td><td>Current valuation to 5-year average</td><td>Current valuation to S&amp;P 500</td><td>5-year</td><td>average valuation to S&amp;P 500</td><td>Price change -- 2022</td></tr><tr><td>Communication Services</td><td>18.27</td><td>20.17</td><td>91%</td><td>94%</td><td>107%</td><td>-13.1%</td><td></td></tr><tr><td>Consumer Discretionary</td><td>28.74</td><td>28.46</td><td>101%</td><td>148%</td><td>150%</td><td>-10.8%</td><td></td></tr><tr><td>Consumer Staples</td><td>20.67</td><td>19.71</td><td>105%</td><td>106%</td><td>104%</td><td>-3.9%</td><td></td></tr><tr><td>Energy</td><td>11.71</td><td>8.32</td><td>141%</td><td>60%</td><td>44%</td><td>32.4%</td><td></td></tr><tr><td>Financials</td><td>14.23</td><td>13.28</td><td>107%</td><td>73%</td><td>70%</td><td>-0.5%</td><td></td></tr><tr><td>Health Care</td><td>16.56</td><td>16.38</td><td>101%</td><td>85%</td><td>87%</td><td>-3.1%</td><td></td></tr><tr><td>Industrials</td><td>19.98</td><td>19.37</td><td>103%</td><td>103%</td><td>102%</td><td>-3.1%</td><td></td></tr><tr><td>Information Technology</td><td>23.83</td><td>21.23</td><td>112%</td><td>123%</td><td>112%</td><td>-10.9%</td><td></td></tr><tr><td>Materials</td><td>15.70</td><td>17.47</td><td>90%</td><td>81%</td><td>92%</td><td>-5.4%</td><td></td></tr><tr><td>Real Estate</td><td>21.43</td><td>19.63</td><td>109%</td><td>110%</td><td>104%</td><td>-9.3%</td><td></td></tr><tr><td>Utilities</td><td>20.17</td><td>18.41</td><td>110%</td><td>104%</td><td>97%</td><td>-1.7%</td><td></td></tr><tr><td>S&amp;P 500 Index</td><td>19.44</td><td>18.92</td><td>103%</td><td>-6.4%</td><td></td><td></td><td></td></tr><tr><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Some observations of the data in the first table:</p><ul><li>Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.</li><li>Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&amp;P 500’s valuation. It trades above its five-year average valuation to the S&amp;P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.</li><li>The information technology sector is down 10.9% this year, but it still trades higher to the S&amp;P 500 that it has on average over the past five years.</li><li>The materials sector is the third-cheapest relative to the current forward P/E of the S&amp;P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.</li></ul><h2>Sales and earnings projections</h2><p>Next, let&#39;s look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.</p><p>First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:</p><table><tbody><tr><td>Sector</td><td>Estimated SPS -- 2022</td><td>Estimated SPS -- 2023</td><td>Estimated SPS -- 2024</td><td>Projected two-year SPS CAGR</td></tr><tr><td>Communication Services</td><td>$75.40</td><td>$81.02</td><td>$85.35</td><td>6.4%</td></tr><tr><td>Consumer Discretionary</td><td>$611.64</td><td>$677.71</td><td>$718.33</td><td>8.4%</td></tr><tr><td>Consumer Staples</td><td>$536.56</td><td>$557.49</td><td>$580.40</td><td>4.0%</td></tr><tr><td>Energy</td><td>$464.14</td><td>$460.92</td><td>$449.44</td><td>-1.6%</td></tr><tr><td>Financials</td><td>$238.42</td><td>$252.86</td><td>$266.00</td><td>5.6%</td></tr><tr><td>Health Care</td><td>$862.02</td><td>$889.09</td><td>$937.10</td><td>4.3%</td></tr><tr><td>Industrials</td><td>$420.87</td><td>$448.66</td><td>$482.26</td><td>7.0%</td></tr><tr><td>Information Technology</td><td>$443.21</td><td>$479.56</td><td>$488.87</td><td>5.0%</td></tr><tr><td>Materials</td><td>$265.26</td><td>$263.22</td><td>$259.50</td><td>-1.1%</td></tr><tr><td>Real Estate</td><td>$38.02</td><td>$40.30</td><td>$42.55</td><td>5.8%</td></tr><tr><td>Utilities</td><td>$122.65</td><td>$127.21</td><td>$131.49</td><td>3.5%</td></tr><tr><td>S&amp;P 500 Index</td><td>$1,705.77</td><td>$1,799.81</td><td>$1,904.66</td><td>5.7%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><p></p><ul><li>The consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.</li><li>The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.</li></ul><p>Now let&#39;s look at earnings-per-share estimates and CAGR projections:</p><table><tbody><tr><td>Sector</td><td>Estimated EPS -- 2022</td><td>Estimated EPS -- 2023</td><td>Estimated EPS -- 2024</td><td>Projected two-year EPS CAGR</td></tr><tr><td>Communication Services</td><td>$12.37</td><td>$14.21</td><td>$16.07</td><td>14.0%</td></tr><tr><td>Consumer Discretionary</td><td>$47.86</td><td>$60.15</td><td>$68.15</td><td>19.3%</td></tr><tr><td>Consumer Staples</td><td>$36.79</td><td>$39.84</td><td>$43.09</td><td>8.2%</td></tr><tr><td>Energy</td><td>$48.58</td><td>$45.09</td><td>$44.81</td><td>-4.0%</td></tr><tr><td>Financials</td><td>$44.29</td><td>$50.43</td><td>$56.57</td><td>13.0%</td></tr><tr><td>Health Care</td><td>$96.31</td><td>$95.89</td><td>$102.41</td><td>3.1%</td></tr><tr><td>Industrials</td><td>$41.89</td><td>$50.27</td><td>$56.03</td><td>15.7%</td></tr><tr><td>Information Technology</td><td>$111.75</td><td>$124.69</td><td>$134.89</td><td>9.9%</td></tr><tr><td>Materials</td><td>$34.61</td><td>$33.40</td><td>$34.38</td><td>-0.3%</td></tr><tr><td>Real Estate</td><td>$13.54</td><td>$14.54</td><td>$15.37</td><td>6.5%</td></tr><tr><td>Utilities</td><td>$17.46</td><td>$18.79</td><td>$20.23</td><td>7.6%</td></tr><tr><td>S&amp;P 500 Index</td><td>$225.13</td><td>$247.74</td><td>$275.00</td><td>10.5%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><ul><li>The EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&amp;P 500.</li><li>The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.</li><li>The communications sector is trading at a discount to its five-year average.</li><li>The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.</li></ul><h2>Energy ETFs worth researching</h2><p>Investors looking for a bargain still appear to have <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.</p><p>You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.</p><p>One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>, which holds all components of the S&amp;P 500 energy sector. Another is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Global Energy ETF <a href=\"https://laohu8.com/S/IXC\">$(IXC)$</a>, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a> (BP.LN).</p><p>For investors looking for long-term growth, the communications sector&#39;s discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.</p><p>For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.</p><p>It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.</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 Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued</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 Best Sector of the S&P 500 Is Still the Cheapest, While Tech Stocks Look Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-03-22 08:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In a year of supply challenges, investors have watched as the stock market&#39;s sector focus has shifted.</p><p>You have seen the headlines and probably felt the effect of rising energy prices already. Has the energy sector gotten too expensive? Meanwhile, the market&#39;s enthusiasm for technology stocks has fizzled. Or has it really?</p><p>The following tables present data for the 11 sectors of the S&amp;P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.</p><p>Any company&#39;s forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> has been trading at high P/E multiples for decades, but these haven&#39;t stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&amp;P 500 traded at a weighted forward P/E ratio of 19.4.</p><p>All price changes discussed in this article are through March 18.</p><h2>Current valuations and five-year averages</h2><p>Here&#39;s a comparison of current forward P/E ratios for sectors of the S&amp;P 500, in alphabetical order, with the index&#39;s valuations at the bottom. The current valuations are also compared to the index&#39;s valuation and to their own five-year averages:</p><table><tbody><tr><td>S&amp;P 500 sector</td><td>Current forward P/E</td><td>5-year average forward P/E</td><td>Current valuation to 5-year average</td><td>Current valuation to S&amp;P 500</td><td>5-year</td><td>average valuation to S&amp;P 500</td><td>Price change -- 2022</td></tr><tr><td>Communication Services</td><td>18.27</td><td>20.17</td><td>91%</td><td>94%</td><td>107%</td><td>-13.1%</td><td></td></tr><tr><td>Consumer Discretionary</td><td>28.74</td><td>28.46</td><td>101%</td><td>148%</td><td>150%</td><td>-10.8%</td><td></td></tr><tr><td>Consumer Staples</td><td>20.67</td><td>19.71</td><td>105%</td><td>106%</td><td>104%</td><td>-3.9%</td><td></td></tr><tr><td>Energy</td><td>11.71</td><td>8.32</td><td>141%</td><td>60%</td><td>44%</td><td>32.4%</td><td></td></tr><tr><td>Financials</td><td>14.23</td><td>13.28</td><td>107%</td><td>73%</td><td>70%</td><td>-0.5%</td><td></td></tr><tr><td>Health Care</td><td>16.56</td><td>16.38</td><td>101%</td><td>85%</td><td>87%</td><td>-3.1%</td><td></td></tr><tr><td>Industrials</td><td>19.98</td><td>19.37</td><td>103%</td><td>103%</td><td>102%</td><td>-3.1%</td><td></td></tr><tr><td>Information Technology</td><td>23.83</td><td>21.23</td><td>112%</td><td>123%</td><td>112%</td><td>-10.9%</td><td></td></tr><tr><td>Materials</td><td>15.70</td><td>17.47</td><td>90%</td><td>81%</td><td>92%</td><td>-5.4%</td><td></td></tr><tr><td>Real Estate</td><td>21.43</td><td>19.63</td><td>109%</td><td>110%</td><td>104%</td><td>-9.3%</td><td></td></tr><tr><td>Utilities</td><td>20.17</td><td>18.41</td><td>110%</td><td>104%</td><td>97%</td><td>-1.7%</td><td></td></tr><tr><td>S&amp;P 500 Index</td><td>19.44</td><td>18.92</td><td>103%</td><td>-6.4%</td><td></td><td></td><td></td></tr><tr><td>Source: FactSet</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr></tbody></table><p>Some observations of the data in the first table:</p><ul><li>Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.</li><li>Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&amp;P 500’s valuation. It trades above its five-year average valuation to the S&amp;P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.</li><li>The information technology sector is down 10.9% this year, but it still trades higher to the S&amp;P 500 that it has on average over the past five years.</li><li>The materials sector is the third-cheapest relative to the current forward P/E of the S&amp;P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.</li></ul><h2>Sales and earnings projections</h2><p>Next, let&#39;s look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.</p><p>First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:</p><table><tbody><tr><td>Sector</td><td>Estimated SPS -- 2022</td><td>Estimated SPS -- 2023</td><td>Estimated SPS -- 2024</td><td>Projected two-year SPS CAGR</td></tr><tr><td>Communication Services</td><td>$75.40</td><td>$81.02</td><td>$85.35</td><td>6.4%</td></tr><tr><td>Consumer Discretionary</td><td>$611.64</td><td>$677.71</td><td>$718.33</td><td>8.4%</td></tr><tr><td>Consumer Staples</td><td>$536.56</td><td>$557.49</td><td>$580.40</td><td>4.0%</td></tr><tr><td>Energy</td><td>$464.14</td><td>$460.92</td><td>$449.44</td><td>-1.6%</td></tr><tr><td>Financials</td><td>$238.42</td><td>$252.86</td><td>$266.00</td><td>5.6%</td></tr><tr><td>Health Care</td><td>$862.02</td><td>$889.09</td><td>$937.10</td><td>4.3%</td></tr><tr><td>Industrials</td><td>$420.87</td><td>$448.66</td><td>$482.26</td><td>7.0%</td></tr><tr><td>Information Technology</td><td>$443.21</td><td>$479.56</td><td>$488.87</td><td>5.0%</td></tr><tr><td>Materials</td><td>$265.26</td><td>$263.22</td><td>$259.50</td><td>-1.1%</td></tr><tr><td>Real Estate</td><td>$38.02</td><td>$40.30</td><td>$42.55</td><td>5.8%</td></tr><tr><td>Utilities</td><td>$122.65</td><td>$127.21</td><td>$131.49</td><td>3.5%</td></tr><tr><td>S&amp;P 500 Index</td><td>$1,705.77</td><td>$1,799.81</td><td>$1,904.66</td><td>5.7%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><p></p><ul><li>The consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.</li><li>The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.</li></ul><p>Now let&#39;s look at earnings-per-share estimates and CAGR projections:</p><table><tbody><tr><td>Sector</td><td>Estimated EPS -- 2022</td><td>Estimated EPS -- 2023</td><td>Estimated EPS -- 2024</td><td>Projected two-year EPS CAGR</td></tr><tr><td>Communication Services</td><td>$12.37</td><td>$14.21</td><td>$16.07</td><td>14.0%</td></tr><tr><td>Consumer Discretionary</td><td>$47.86</td><td>$60.15</td><td>$68.15</td><td>19.3%</td></tr><tr><td>Consumer Staples</td><td>$36.79</td><td>$39.84</td><td>$43.09</td><td>8.2%</td></tr><tr><td>Energy</td><td>$48.58</td><td>$45.09</td><td>$44.81</td><td>-4.0%</td></tr><tr><td>Financials</td><td>$44.29</td><td>$50.43</td><td>$56.57</td><td>13.0%</td></tr><tr><td>Health Care</td><td>$96.31</td><td>$95.89</td><td>$102.41</td><td>3.1%</td></tr><tr><td>Industrials</td><td>$41.89</td><td>$50.27</td><td>$56.03</td><td>15.7%</td></tr><tr><td>Information Technology</td><td>$111.75</td><td>$124.69</td><td>$134.89</td><td>9.9%</td></tr><tr><td>Materials</td><td>$34.61</td><td>$33.40</td><td>$34.38</td><td>-0.3%</td></tr><tr><td>Real Estate</td><td>$13.54</td><td>$14.54</td><td>$15.37</td><td>6.5%</td></tr><tr><td>Utilities</td><td>$17.46</td><td>$18.79</td><td>$20.23</td><td>7.6%</td></tr><tr><td>S&amp;P 500 Index</td><td>$225.13</td><td>$247.74</td><td>$275.00</td><td>10.5%</td></tr><tr><td></td><td>Source: FactSet</td><td></td><td></td><td></td></tr></tbody></table><ul><li>The EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&amp;P 500.</li><li>The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.</li><li>The communications sector is trading at a discount to its five-year average.</li><li>The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.</li></ul><h2>Energy ETFs worth researching</h2><p>Investors looking for a bargain still appear to have <a href=\"https://laohu8.com/S/AONE.U\">one</a> in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.</p><p>You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.</p><p>One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF <a href=\"https://laohu8.com/S/XLE\">$(XLE)$</a>, which holds all components of the S&amp;P 500 energy sector. Another is the <a href=\"https://laohu8.com/S/EEME\">iShares</a> Global Energy ETF <a href=\"https://laohu8.com/S/IXC\">$(IXC)$</a>, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and <a href=\"https://laohu8.com/S/BP..UK\">BP PLC</a> (BP.LN).</p><p>For investors looking for long-term growth, the communications sector&#39;s discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.</p><p>For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.</p><p>It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4550":"红杉资本持仓","SPXU":"三倍做空标普500ETF","NFLX":"奈飞","BP":"英国石油","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","XLE":"SPDR能源指数ETF",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF","OEX":"标普100"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221039815","content_text":"In a year of supply challenges, investors have watched as the stock market's sector focus has shifted.You have seen the headlines and probably felt the effect of rising energy prices already. Has the energy sector gotten too expensive? Meanwhile, the market's enthusiasm for technology stocks has fizzled. Or has it really?The following tables present data for the 11 sectors of the S&P 500 . Several tables will be used to show the pattern of forward price-to-earnings valuation changes and projections for sales and earnings through 2024.Any company's forward P/E ratio may not be very meaningful by itself. For example, Amazon.com Inc. $(AMZN)$ has been trading at high P/E multiples for decades, but these haven't stopped the stock from performing well as its rapid revenue growth has continued. At the close on March 18, Amazon traded for 59.8 times the consensus earnings-per-share estimate for the next 12 months among analysts polled by FactSet, while the S&P 500 traded at a weighted forward P/E ratio of 19.4.All price changes discussed in this article are through March 18.Current valuations and five-year averagesHere's a comparison of current forward P/E ratios for sectors of the S&P 500, in alphabetical order, with the index's valuations at the bottom. The current valuations are also compared to the index's valuation and to their own five-year averages:S&P 500 sectorCurrent forward P/E5-year average forward P/ECurrent valuation to 5-year averageCurrent valuation to S&P 5005-yearaverage valuation to S&P 500Price change -- 2022Communication Services18.2720.1791%94%107%-13.1%Consumer Discretionary28.7428.46101%148%150%-10.8%Consumer Staples20.6719.71105%106%104%-3.9%Energy11.718.32141%60%44%32.4%Financials14.2313.28107%73%70%-0.5%Health Care16.5616.38101%85%87%-3.1%Industrials19.9819.37103%103%102%-3.1%Information Technology23.8321.23112%123%112%-10.9%Materials15.7017.4790%81%92%-5.4%Real Estate21.4319.63109%110%104%-9.3%Utilities20.1718.41110%104%97%-1.7%S&P 500 Index19.4418.92103%-6.4%Source: FactSetSome observations of the data in the first table:Only the communications services and materials sectors trade at forward P/E ratios that are below their five-year averages. It is important to note that the communications services sector went through a major transformation in 2018, with the addition of several large tech-oriented companies, including Facebook (now Meta Platforms Inc. FB ), Netflix Inc. NFLX and Google holding company Alphabet Inc. GOOG GOOGL. Meta’s stock has fallen 36% this year, while Netflix has dropped 45%.Despite the energy sector’s 32% gain this year, the sector trades for only 60% of the S&P 500’s valuation. It trades above its five-year average valuation to the S&P 500 of 40%, but for much of that time, oil prices were relatively low, or even shockingly low, as they were when forward-month contracts for West Texas Crude Oil CL briefly fell below zero in April 2020 after demand collapsed during the early periods of the coronavirus pandemic.The information technology sector is down 10.9% this year, but it still trades higher to the S&P 500 that it has on average over the past five years.The materials sector is the third-cheapest relative to the current forward P/E of the S&P 500, and it is trading below its average five-year valuation relative to the index. You might be surprised that despite all the reports of supply shortages and potential difficulties springing from Russia’s invasion of Ukraine, this sector has fallen 5.4% this year.Sales and earnings projectionsNext, let's look ahead at expected compound annual growth rates (CAGR) for revenue and earnings from 2022 through 2024. Looking past the 2021 numbers, which for some industries and sectors were still grossly affected by pandemic-related stimulus, and setting a baseline for 2022, might provide useful indicators for long-term investors.First, here are weighted consensus sales per share estimates for the sectors from calendar 2022 through 2024, with projected two-year CAGR:SectorEstimated SPS -- 2022Estimated SPS -- 2023Estimated SPS -- 2024Projected two-year SPS CAGRCommunication Services$75.40$81.02$85.356.4%Consumer Discretionary$611.64$677.71$718.338.4%Consumer Staples$536.56$557.49$580.404.0%Energy$464.14$460.92$449.44-1.6%Financials$238.42$252.86$266.005.6%Health Care$862.02$889.09$937.104.3%Industrials$420.87$448.66$482.267.0%Information Technology$443.21$479.56$488.875.0%Materials$265.26$263.22$259.50-1.1%Real Estate$38.02$40.30$42.555.8%Utilities$122.65$127.21$131.493.5%S&P 500 Index$1,705.77$1,799.81$1,904.665.7%Source: FactSetThe consumer discretionary sector, which includes Amazon, is expected to show the highest sales-per-share CAGR through 2024. This is also the most expensive sector relative to the full index, which is typical, as you can see in the first table.The energy and materials sectors are expected to show slight declines in sales for the two years following 2022.Now let's look at earnings-per-share estimates and CAGR projections:SectorEstimated EPS -- 2022Estimated EPS -- 2023Estimated EPS -- 2024Projected two-year EPS CAGRCommunication Services$12.37$14.21$16.0714.0%Consumer Discretionary$47.86$60.15$68.1519.3%Consumer Staples$36.79$39.84$43.098.2%Energy$48.58$45.09$44.81-4.0%Financials$44.29$50.43$56.5713.0%Health Care$96.31$95.89$102.413.1%Industrials$41.89$50.27$56.0315.7%Information Technology$111.75$124.69$134.899.9%Materials$34.61$33.40$34.38-0.3%Real Estate$13.54$14.54$15.376.5%Utilities$17.46$18.79$20.237.6%S&P 500 Index$225.13$247.74$275.0010.5%Source: FactSetThe EPS estimates factor in expected reductions in share counts from stock buybacks. You can see double-digit CAGR expected for the communications services, consumer discretionary, financial and industrial sectors. Of these, only the communications sector and the financials trade at current discounts to the S&P 500.The current forward P/E valuation of 73% of the full index’s valuation for the financial sector is typical. This sector is trading at a forward P/E that is higher than its five-year average.The communications sector is trading at a discount to its five-year average.The slight declines in EPS expected for the energy and materials sectors are in-line with these sectors’ expected sales declines.Energy ETFs worth researchingInvestors looking for a bargain still appear to have one in the energy sector. A combination of low capital spending among U.S. oil and gas producers, combined with rising demand and the global supply disruption, all bode well for price support and cash flow.You can read more about the capital spending and cash-flow prospects for the oil and gas industry here.One way to invest in large domestic energy producers as a group is the  Energy Select Sector SPDR ETF $(XLE)$, which holds all components of the S&P 500 energy sector. Another is the iShares Global Energy ETF $(IXC)$, which holds all the stocks in XLE, but adds large players based outside the U.S., such as TotalEnergies SE (TTE.FR)  and BP PLC (BP.LN).For investors looking for long-term growth, the communications sector's discount and expected EPS CAGR may be appealing, but this group is varied, and you should carefully consider evolving business models and long-term prospects.For the information technology sector, it would appear that some of the headlines in the financial media can be a bit misleading, because obvious tech-oriented names, such as Meta, Netflix and Alphabet, are actually in the communications sector. The tech sector itself remains expensive and its two-year projected sales and EPS CAGR are in the middle of the pack.It is no surprise to see the highest expected sales and EPS CAGR rates for the consumer discretionary sector. Investors are expected to keep getting what they pay for, but the price is  high.","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034272125,"gmtCreate":1647911730408,"gmtModify":1676534278834,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Drop?","listText":"Drop?","text":"Drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034272125","repostId":"2221307540","repostType":4,"repost":{"id":"2221307540","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":1647903883,"share":"https://ttm.financial/m/news/2221307540?lang=&edition=fundamental","pubTime":"2022-03-22 07:04","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Lower after Powell's Hawkish Remarks","url":"https://stock-news.laohu8.com/highlight/detail?id=2221307540","media":"Reuters","summary":"Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Cha","content":"<html><head></head><body><p>Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.</p><p>All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.</p><p>The central bank must move &#34;expeditiously&#34; to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.</p><p>&#34;Much of the news today was telegraphed last week in (Powell&#39;s) comments,&#34; said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. &#34;The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.&#34;</p><p>Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed&#39;s next meeting in May, up from 52% before the text of Powell&#39;s speech was released.</p><p>&#34;Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,&#34; Keator added. &#34;But I don&#39;t think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.&#34;</p><p>Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.</p><p>Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.</p><p>According to preliminary data, the S&amp;P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.</p><p>Shares of Boeing Co  slid after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.</p><p>The rising geopolitical temperature helped defense stocks. Despite Boeing&#39;s decline, the S&amp;P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.</p><p>A Moscow court labeled <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc  an &#34;extremist organisation,&#34; upholding a decision to ban Facebook in Russia. Meta&#39;s shares ended the session lower.</p><p><a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>   surged after Warren Buffett&#39;s Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.</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 Lower after Powell's Hawkish Remarks</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 Lower after Powell's Hawkish Remarks\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\">2022-03-22 07:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.</p><p>All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.</p><p>The central bank must move &#34;expeditiously&#34; to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.</p><p>&#34;Much of the news today was telegraphed last week in (Powell&#39;s) comments,&#34; said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. &#34;The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.&#34;</p><p>Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed&#39;s next meeting in May, up from 52% before the text of Powell&#39;s speech was released.</p><p>&#34;Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,&#34; Keator added. &#34;But I don&#39;t think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.&#34;</p><p>Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.</p><p>Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.</p><p>According to preliminary data, the S&amp;P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.</p><p>Shares of Boeing Co  slid after <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.</p><p>The rising geopolitical temperature helped defense stocks. Despite Boeing&#39;s decline, the S&amp;P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.</p><p>A Moscow court labeled <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc  an &#34;extremist organisation,&#34; upholding a decision to ban Facebook in Russia. Meta&#39;s shares ended the session lower.</p><p><a href=\"https://laohu8.com/S/Y\">Alleghany Corp</a>   surged after Warren Buffett&#39;s Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","BK4096":"电气部件与设备",".IXIC":"NASDAQ Composite","POWL":"Powell Industries",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2221307540","content_text":"Wall Street closed lower on Monday, with stocks extending their slide after U.S. Federal Reserve Chairman Jerome Powell hinted at a more aggressive tightening of monetary policy than previously anticipated, adding to uncertainties regarding the Russian invasion of Ukraine.All three major U.S. stock indexes snapped four-session winning streaks on the heels of their biggest weekly percentage gains since early November 2020.The central bank must move \"expeditiously\" to combat inflation, Powell told the National Association for Business Economics conference, adding that bigger-than-usual interest rate hikes could be deployed if needed.\"Much of the news today was telegraphed last week in (Powell's) comments,\" said Matthew Keator, managing partner in the Keator Group, a wealth management firm in Lenox, Massachusetts. \"The difference is there was some question regarding whether a 50 basis-point rate hike might be a course of action sooner rather than later.\"Fed funds futures now imply a 60.7% chance of a 50 basis-point hike in key interest rates at the Fed's next meeting in May, up from 52% before the text of Powell's speech was released.\"Some Fed governors have been vocal about front-end loading some of those hikes, putting them on the books sooner rather than later,\" Keator added. \"But I don't think the markets should anticipate a series of 50 basis-point rate hikes between now and the end of the year.\"Fighting raged on in Ukraine as efforts to negotiate an end to the conflict appeared to be making little progress.Crude prices  continued to surge as the European Union weighed joining the United States in banning Russian oil   , which raised supply concerns and helped put energy shares out front.According to preliminary data, the S&P 500    lost 1.67 points, or 0.04%, to end at 4,461.45 points, while the Nasdaq Composite    lost 54.55 points, or 0.38%, to 13,839.29. The Dow Jones Industrial Average fell 201.87 points, or 0.58%, to 34,556.78.Shares of Boeing Co  slid after one of its 737-800 aircraft operated by China Eastern Airlines crashed in southern China with no apparent survivors.The rising geopolitical temperature helped defense stocks. Despite Boeing's decline, the S&P 500 Aerospace and Defense index    rose, with Lockheed Martin  , Raytheon, Northrop Grumman  and General Dynamics all gaining solidly.A Moscow court labeled Meta Platforms Inc  an \"extremist organisation,\" upholding a decision to ban Facebook in Russia. Meta's shares ended the session lower.Alleghany Corp   surged after Warren Buffett's Berkshire Hathaway Inc struck an $11.6 billion deal to buy the owner of reinsurer TransRe.","news_type":1},"isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9095505324,"gmtCreate":1644940801989,"gmtModify":1676533977977,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095505324","repostId":"2211505186","repostType":4,"repost":{"id":"2211505186","kind":"highlight","pubTimestamp":1644939108,"share":"https://ttm.financial/m/news/2211505186?lang=&edition=fundamental","pubTime":"2022-02-15 23:31","market":"us","language":"en","title":"Tech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2211505186","media":"Motley Fool","summary":"C3.ai carries some risk, but the rewards could be remarkable.","content":"<html><head></head><body><p>It&#39;s only February, but investors are already having a tough year. The technology sector is suffering the most with the <b>Nasdaq 100</b> index down over 12% year to date. But history suggests ignoring short-term noise and taking a long-term view will yield the most positive results. So investors could use the recent dip as a chance to buy innovative companies at a discount.</p><p>First-of-its-kind artificial intelligence company, <b>C3.ai </b>(NYSE:AI), might be <a href=\"https://laohu8.com/S/AONE.U\">one</a> candidate. There is a caveat, however: While its shares down 20% so far in 2022, they have lost 85% of their value since hitting their all-time high in Dec. 2020, so it&#39;s a volatile stock.</p><p>But one Wall Street firm stands behind the company&#39;s potential, indicating C3.ai stock could quadruple from today&#39;s price. Here&#39;s why.</p><h2>It&#39;s a trailblazer</h2><p>Artificial intelligence (AI) brings boundless possibilities to the business world through its ability to complete highly complex tasks in a fraction of the time humans would need. For some technology companies, building AI models is part-and-parcel of doing business. Think about behemoths like <b><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></b>, <b>Alphabet</b>&#39;s Google, or even <b>Upstart</b>, which uses AI to originate loans for banks.</p><p>But that&#39;s not the case for most regular businesses. They don&#39;t have the financial resources, nor can they attract the specialized talent, to create technologies like AI in-house. That&#39;s the gap C3.ai fills by offering a suite of turnkey AI applications that can be customized to work within almost any industry in the world.</p><p>At 35%, the oil and gas sector is C3.ai&#39;s largest source of revenue. The sector is benefiting from AI models that help to reduce carbon emissions and predict costly equipment failures.</p><p>But the company is also recognized by some of the largest tech organizations in the world, including <b>Microsoft</b>, which is collaborating with C3.ai to accelerate the development of AI applications on its Azure cloud-services platform. So far, this partnership has led to over $200 million of new deals for the two companies.</p><h2>Strong revenue growth but explosive customer growth</h2><p>C3.ai isn&#39;t a profitable company yet, which is a key reason its stock has struggled, but it&#39;s doing all the right things to grow its business. Over time, it will likely achieve scale and deliver positive earnings per share. But for now, investors should be extremely excited about the company&#39;s performance based on other metrics.</p><p>It generated $92 million in revenue during fiscal 2019, and management expects the top line to reach $250 million in fiscal 2022. That change represents a compound annual growth rate (CAGR) of 39%, but the company&#39;s customer growth actually trounces that mark.</p><table><thead><tr><th><p>Metric</p></th><th><p>Fiscal 2019</p></th><th><p>Fiscal 2022*</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td><p>Total customers</p></td><td><p>21</p></td><td><p>104</p></td><td><p>89%</p></td></tr></tbody></table><p>Data source: C3.ai. CAGR = Compound Annual Growth Rate.</p><p>In addition, over the last 12 months, C3.ai has doubled the number of industries it serves to 14. And it has also significantly expanded existing agreements, Its deal with oil and gas giant <b>Baker Hughes</b>, for example, increased $45 million to a whopping $495 million. That one deal alone guarantees C3.ai $357 million in revenue over the next three and a half years.</p><h2>Wall Street is on board</h2><p>In Dec. 2021, Wall Street firm <b>Needham</b> maintained its buy rating on C3.ai stock and attached a price target of $103 per share. That represents 312% growth from its current price of $25.</p><p>But while Needham is the most bullish firm, it&#39;s certainly not alone. The consensus price target on Wall Street sits at $56.29, which is still more than double where the stock trades as of this writing.</p><p>Those price targets might actually be conservative over the long term with the artificial intelligence industry set to top $360 billion by 2028. So when investors look back a few years from now, the recent tech sell-off might prove to have been a great opportunity to pick up C3.ai 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>Tech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says 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\">\nTech Sell-Off: This Beaten-Down Growth Stock Could Soar 312%, Says Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-15 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's only February, but investors are already having a tough year. The technology sector is suffering the most with the Nasdaq 100 index down over 12% year to date. But history suggests ignoring short...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","BK4528":"SaaS概念","BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4525":"远程办公概念","BK4566":"资本集团","AI":"C3.ai, Inc.","BK4527":"明星科技股","BK4543":"AI","BK4538":"云计算","BK4077":"互动媒体与服务","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2022/02/14/tech-sell-off-this-beaten-down-stock-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2211505186","content_text":"It's only February, but investors are already having a tough year. The technology sector is suffering the most with the Nasdaq 100 index down over 12% year to date. But history suggests ignoring short-term noise and taking a long-term view will yield the most positive results. So investors could use the recent dip as a chance to buy innovative companies at a discount.First-of-its-kind artificial intelligence company, C3.ai (NYSE:AI), might be one candidate. There is a caveat, however: While its shares down 20% so far in 2022, they have lost 85% of their value since hitting their all-time high in Dec. 2020, so it's a volatile stock.But one Wall Street firm stands behind the company's potential, indicating C3.ai stock could quadruple from today's price. Here's why.It's a trailblazerArtificial intelligence (AI) brings boundless possibilities to the business world through its ability to complete highly complex tasks in a fraction of the time humans would need. For some technology companies, building AI models is part-and-parcel of doing business. Think about behemoths like Meta Platforms, Alphabet's Google, or even Upstart, which uses AI to originate loans for banks.But that's not the case for most regular businesses. They don't have the financial resources, nor can they attract the specialized talent, to create technologies like AI in-house. That's the gap C3.ai fills by offering a suite of turnkey AI applications that can be customized to work within almost any industry in the world.At 35%, the oil and gas sector is C3.ai's largest source of revenue. The sector is benefiting from AI models that help to reduce carbon emissions and predict costly equipment failures.But the company is also recognized by some of the largest tech organizations in the world, including Microsoft, which is collaborating with C3.ai to accelerate the development of AI applications on its Azure cloud-services platform. So far, this partnership has led to over $200 million of new deals for the two companies.Strong revenue growth but explosive customer growthC3.ai isn't a profitable company yet, which is a key reason its stock has struggled, but it's doing all the right things to grow its business. Over time, it will likely achieve scale and deliver positive earnings per share. But for now, investors should be extremely excited about the company's performance based on other metrics.It generated $92 million in revenue during fiscal 2019, and management expects the top line to reach $250 million in fiscal 2022. That change represents a compound annual growth rate (CAGR) of 39%, but the company's customer growth actually trounces that mark.MetricFiscal 2019Fiscal 2022*CAGRTotal customers2110489%Data source: C3.ai. CAGR = Compound Annual Growth Rate.In addition, over the last 12 months, C3.ai has doubled the number of industries it serves to 14. And it has also significantly expanded existing agreements, Its deal with oil and gas giant Baker Hughes, for example, increased $45 million to a whopping $495 million. That one deal alone guarantees C3.ai $357 million in revenue over the next three and a half years.Wall Street is on boardIn Dec. 2021, Wall Street firm Needham maintained its buy rating on C3.ai stock and attached a price target of $103 per share. That represents 312% growth from its current price of $25.But while Needham is the most bullish firm, it's certainly not alone. The consensus price target on Wall Street sits at $56.29, which is still more than double where the stock trades as of this writing.Those price targets might actually be conservative over the long term with the artificial intelligence industry set to top $360 billion by 2028. So when investors look back a few years from now, the recent tech sell-off might prove to have been a great opportunity to pick up C3.ai stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096677466,"gmtCreate":1644385314951,"gmtModify":1676533920100,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"❄️","listText":"❄️","text":"❄️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096677466","repostId":"2209583511","repostType":4,"repost":{"id":"2209583511","kind":"highlight","pubTimestamp":1644376649,"share":"https://ttm.financial/m/news/2209583511?lang=&edition=fundamental","pubTime":"2022-02-09 11:17","market":"us","language":"en","title":"Down 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond","url":"https://stock-news.laohu8.com/highlight/detail?id=2209583511","media":"Motley Fool","summary":"These two stocks could be among the most explosive in the Berkshire Hathaway portfolio.","content":"<html><head></head><body><p>Warren Buffett is best known as a value-investing guru, but the fact that <b>Apple</b> is by far the largest stock holding in the <b>Berkshire Hathaway</b> (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous investor doesn&#39;t maintain an overly strict dichotomy between &#34;value stocks&#34; and &#34;growth stocks.&#34;</p><p>Intelligent, long-term investing decisions have helped the investing conglomerate deliver returns of more than 5,200% over the last 30 years and go up more than 2,600,000% since Buffett took over the company in 1965. With that incredible performance in mind, read on for a look at two tech stocks in the Berkshire Hathaway portfolio that have what it takes to be huge winners.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84932734b1592c7e2f9dae1a4f150489\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: The Motley Fool.</span></p><h2>1. <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a></h2><p>Sporting a market capitalization of roughly $78.5 billion and trading at approximately 39 times this year&#39;s expected sales, <b>Snowflake</b> (NYSE:SNOW) has one of the more unusual valuation profiles in the Berkshire Hathaway portfolio. This is a growth stock through and through, and it&#39;s operating at the intersection of some powerful long-term trends that help put its valuation and support from the Berkshire team in context.</p><p>Snowflake provides data warehousing and analytics services, and it allows users to easily combine otherwise siloed information from <b>Amazon</b>&#39;s, <b>Microsoft</b>&#39;s, and <b>Alphabet</b>&#39;s respective cloud platforms. It also allows customers to share and monetize their data, and the business is on track to benefit from a powerful network effect as more clients take advantage of these services.</p><p>A recent market study found that 100% of surveyed Snowflake customers recommend the company&#39;s services, and the data specialist&#39;s highly regarded offerings are paving the way for rapid business growth. Existing customers increased their spending a whopping 73% year over year in the third quarter, and the company also grew its total customer count to 5,416 -- up roughly 52% year over year. The combination of increased client spending and new customer additions allowed the company to post 110% year-over-year sales growth in Q3, and there&#39;s still huge room for expansion over the long term.</p><p>With Snowflake&#39;s share price now down roughly 27% from its high, investors have an opportunity to build discounted positions in a company that&#39;s on track to play an influential role in the ongoing data analytics revolution.</p><h2>2. <a href=\"https://laohu8.com/S/STNE\">StoneCo</a></h2><p>The last year has been tough for fintech stocks. It&#39;s also generally been challenging for companies that primarily operate in the Latin American market. As such, it&#39;s not shocking that <b>StoneCo</b> (NASDAQ:STNE) stock has struggled across the stretch, but the extent of the sell-offs has been staggering.</p><p>StoneCo is a leading provider of payment processing and other fintech services in Brazil. Berkshire Hathaway made a significant investment in the company when StoneCo had its initial public offering in 2018. The investment conglomerate started out owning a roughly 11% stake in the company, but it trimmed its position after shares went on to post explosive gains. Berkshire&#39;s decision to reduce holdings in StoneCo stock has proven to be a wise one given recent trading, but there&#39;s big comeback potential here.</p><p>Amid waning investor appetite for risk, high inflation, and economic uncertainty in Latin America, StoneCo stock has gotten pummeled. Shares trade down a staggering 85% from the lifetime high they hit last February.</p><p>StoneCo&#39;s outlook has been dampened due to new credit regulations in Brazil that have disrupted one of the company&#39;s growth vehicles. On the other hand, the fintech actually posted a record net customer addition of 294,000 new merchant clients in the third quarter, and it also added more than 420,000 new digital banking accounts in the period.</p><p>The company ended the quarter with nearly 1.4 million active payment clients, and total revenue climbed roughly 57% year over year in the period. Meanwhile, total payment volume conducted through StoneCo&#39;s platform was up roughly 54% after backing out contributions from pandemic-related stimulus initiatives. The company&#39;s net income also slumped roughly 54% in the period, largely due to the collapse of its credit business, but there&#39;s still a core growth engine here that looks pretty strong.</p><p>The big sell-offs have pushed StoneCo&#39;s market capitalization down to roughly $4 billion, and the company is now valued at roughly 30.5 times this year&#39;s expected earnings and 2.7 times expected sales.I believe this is a situation in which can benefit from being &#34;greedy when others are fearful,&#34; as Buffett has famously said.</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>Down 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 27% to 85%: 2 Buffett Stocks to Buy for 2022 and Beyond\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett is best known as a value-investing guru, but the fact that Apple is by far the largest stock holding in the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STNE":"StoneCo","BK4553":"喜马拉雅资本持仓","BK4514":"搜索引擎","GOOG":"谷歌","SNOW":"Snowflake","BK4566":"资本集团","BK4507":"流媒体概念","BK4077":"互动媒体与服务","BK4505":"高瓴资本持仓","BK4176":"多领域控股","BK4550":"红杉资本持仓","BK4116":"互联网服务与基础架构","BK4554":"元宇宙及AR概念","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","BK4525":"远程办公概念","BK4532":"文艺复兴科技持仓","BK4503":"景林资产持仓"},"source_url":"https://www.fool.com/investing/2022/02/08/down-27-to-85-2-buffett-stocks-to-buy-for-2022-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2209583511","content_text":"Warren Buffett is best known as a value-investing guru, but the fact that Apple is by far the largest stock holding in the Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B) portfolio shows the famous investor doesn't maintain an overly strict dichotomy between \"value stocks\" and \"growth stocks.\"Intelligent, long-term investing decisions have helped the investing conglomerate deliver returns of more than 5,200% over the last 30 years and go up more than 2,600,000% since Buffett took over the company in 1965. With that incredible performance in mind, read on for a look at two tech stocks in the Berkshire Hathaway portfolio that have what it takes to be huge winners.Image source: The Motley Fool.1. SnowflakeSporting a market capitalization of roughly $78.5 billion and trading at approximately 39 times this year's expected sales, Snowflake (NYSE:SNOW) has one of the more unusual valuation profiles in the Berkshire Hathaway portfolio. This is a growth stock through and through, and it's operating at the intersection of some powerful long-term trends that help put its valuation and support from the Berkshire team in context.Snowflake provides data warehousing and analytics services, and it allows users to easily combine otherwise siloed information from Amazon's, Microsoft's, and Alphabet's respective cloud platforms. It also allows customers to share and monetize their data, and the business is on track to benefit from a powerful network effect as more clients take advantage of these services.A recent market study found that 100% of surveyed Snowflake customers recommend the company's services, and the data specialist's highly regarded offerings are paving the way for rapid business growth. Existing customers increased their spending a whopping 73% year over year in the third quarter, and the company also grew its total customer count to 5,416 -- up roughly 52% year over year. The combination of increased client spending and new customer additions allowed the company to post 110% year-over-year sales growth in Q3, and there's still huge room for expansion over the long term.With Snowflake's share price now down roughly 27% from its high, investors have an opportunity to build discounted positions in a company that's on track to play an influential role in the ongoing data analytics revolution.2. StoneCoThe last year has been tough for fintech stocks. It's also generally been challenging for companies that primarily operate in the Latin American market. As such, it's not shocking that StoneCo (NASDAQ:STNE) stock has struggled across the stretch, but the extent of the sell-offs has been staggering.StoneCo is a leading provider of payment processing and other fintech services in Brazil. Berkshire Hathaway made a significant investment in the company when StoneCo had its initial public offering in 2018. The investment conglomerate started out owning a roughly 11% stake in the company, but it trimmed its position after shares went on to post explosive gains. Berkshire's decision to reduce holdings in StoneCo stock has proven to be a wise one given recent trading, but there's big comeback potential here.Amid waning investor appetite for risk, high inflation, and economic uncertainty in Latin America, StoneCo stock has gotten pummeled. Shares trade down a staggering 85% from the lifetime high they hit last February.StoneCo's outlook has been dampened due to new credit regulations in Brazil that have disrupted one of the company's growth vehicles. On the other hand, the fintech actually posted a record net customer addition of 294,000 new merchant clients in the third quarter, and it also added more than 420,000 new digital banking accounts in the period.The company ended the quarter with nearly 1.4 million active payment clients, and total revenue climbed roughly 57% year over year in the period. Meanwhile, total payment volume conducted through StoneCo's platform was up roughly 54% after backing out contributions from pandemic-related stimulus initiatives. The company's net income also slumped roughly 54% in the period, largely due to the collapse of its credit business, but there's still a core growth engine here that looks pretty strong.The big sell-offs have pushed StoneCo's market capitalization down to roughly $4 billion, and the company is now valued at roughly 30.5 times this year's expected earnings and 2.7 times expected sales.I believe this is a situation in which can benefit from being \"greedy when others are fearful,\" as Buffett has famously said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9096584839,"gmtCreate":1644420657066,"gmtModify":1676533924180,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"User growth slowing alot","listText":"User growth slowing alot","text":"User growth slowing alot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9096584839","repostId":"2209349195","repostType":2,"repost":{"id":"2209349195","kind":"news","pubTimestamp":1644416348,"share":"https://ttm.financial/m/news/2209349195?lang=&edition=fundamental","pubTime":"2022-02-09 22:19","market":"us","language":"en","title":"Is This the Beginning of Facebook's Downfall?","url":"https://stock-news.laohu8.com/highlight/detail?id=2209349195","media":"LA Times","summary":"Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook'","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e9fcd9ddd39b8d321f2284c828537362\" tg-width=\"840\" tg-height=\"280\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook&#39;s activities in April 2018. </p><p>  (Jim Watson / AFP/Getty Images)</p><p>If there&#39;s a single immutable law in human biology, it&#39;s that no <a href=\"https://laohu8.com/S/AONE.U\">one</a> lives forever. The same goes for corporations.</p><p>The latest big company to confront the fact that the grim reaper spares no one and no thing is <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>, formerly known as Facebook.</p><p>Meta on Thursday suffered the largest one-day loss in U.S. stock market history, following an unexpectedly sour report of fourth-quarter earnings.</p><blockquote>We&#39;ve made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.</blockquote><p>Meta Platforms Chief Executive Mark Zuckerberg</p><p>The company&#39;s chairman and chief executive, Mark Zuckerberg, tried to reassure employees and investors that he and his management team had matters in hand for the long term.</p><p>It&#39;s true that Meta remains a potent force in the tech space. The stock closed Friday at $237.09, about where it was as recently as July 30, 2020, and its current market capitalization of $896 billion is the sixth-largest among U.S. companies, just behind Tesla and ahead of Warren Buffett-led Berkshire Hathaway. Some market strategists say it may be undervalued at the current price.</p><p>But it&#39;s also possible that the company is facing an inflection point in its business model with existential implications.</p><p>Meta is braving what its chief operating officer, Sheryl Sandberg, endearingly labeled &#34;headwinds&#34; during a conference call with investment analysts Wednesday.</p><p>Zuckerberg tried to calm investors&#39; nerves by noting that the company had overcome what at first appeared to be existential challenges in the past: &#34;We&#39;ve made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.&#34;</p><p>Yet Meta hasn&#39;t had to deal before with so many challenges coming together at once.</p><p>Even a short list seems daunting. Start with the immense popularity of TikTok, which established itself as the preferred platform for short-form videos before Facebook&#39;s copycat, Reels, could find its footing. There&#39;s Apple&#39;s new privacy options for iPhone users, which will cut deeply into Meta&#39;s access to advertising dollars, costing as much as $10 billion in revenue this year.</p><p>And a reinvigorated Federal Trade Commission, which last month won permission to pursue an antitrust lawsuit against the company from a federal judge, who found the FTC&#39;s allegations &#34;robust and detailed&#34; and rejected the company&#39;s attack on FTC Chair Lina Khan.</p><p>Add the perhaps inevitable aging of the company&#39;s platforms. Facebook, its core product, suffered the first drop in daily average users in its history, falling by about 1 million in the fourth quarter of 2021 compared to the previous quarter. That was the first such decline at least since the company went public in 2012.</p><p>Another difficulty is the company&#39;s deteriorating reputation for trustworthiness amid doubts about its social impacts.</p><p>It&#39;s blamed for undermining the health and self-image of teen girls through its Instagram photo-sharing app, as whistleblower Frances Haugen told a congressional committee in October. Its role in spreading political disinformation was documented in the wake of the 2016 presidential election.</p><p>The company&#39;s cavalier approach to its users&#39; privacy is well-established, which contributed to the recent collapse of its effort to create its own cryptocurrency.</p><p>Despite a corporate rebranding intended to distance the company from its scandals, Meta&#39;s corporate personality is inextricable from Zuckerberg, who continues to have supermajority control of the firm&#39;s stockholder vote.</p><p>As successful as he has been in capturing the social media zeitgeist with well-times acquisitions of emerging competitors such as WhatsApp or Instagram, he has so far had little success proving to investors that the company&#39;s forays into other business models represent a real future.</p><p>That&#39;s true of last year&#39;s rebranding as Meta Platforms. Zuckerberg offered a murky picture of the &#34;metaverse,&#34; the marketplace the company would henceforth be addressing: &#34;There’s a lot of ambiguity around what the metaverse means,&#34; he acknowledged on Ben Thompson&#39;s Stratechery podcast.</p><p>But his specific ideas seemed less than compelling. &#34;You’re going to be able to have a message thread going on when you’re in the middle of a meeting or doing something else and no one else is even going to notice,&#34; he posited.</p><p>The interview prompted Siva Vaidhyanathan, a long-time Zuckerberg critic, to observe that &#34;investing billions of dollars through thousands of highly trained experts to solve a problem no one seems to want solved is a bad way to deploy resources.&#34;</p><p>The most fundamental difficulty in Meta&#39;s future is the natural limit to the life span of even the most innovative companies. Examples of major enterprises that overcame changes in their core technologies or markets are thin on the ground.</p><p>That should strike a cautionary note in the executive suites of other companies that seem to hold impregnable positions at the summit of the business world, such as Alphabet (the parent of Google) and Amazon. (As the old English proverb warns, &#34;time and tide wait for no man.&#34;)</p><p>For many years, the quintessential industrial survivor was General Electric, which was an original component of the Dow Jones industrial average in 1896 and remained in the index continuously starting in Nov. 7, 1907.</p><p>That streak ended after more than 110 years in June 2018; the company, brought down by hubristic investments in financial services and forced to sell off its iconic manufacturing units, no longer resembled the strutting emperor of the U.S. economy of its heyday, and was unceremoniously kicked off the Dow.</p><p>Another company that had nimbly and serially remade itself to remain atop the roster of American corporations was <a href=\"https://laohu8.com/S/IBM\">IBM</a>.</p><p>Over its long history, as Steven Cherry of the University of Pittsburgh observed last year on his podcast, &#34;Fixing the Future,&#34; IBM pivoted from manufacturing the tabulating machines for the 1890 census, to mainframe computers, to personal computers, to networking, and to artificial intelligence machines that beat chess grandmasters and &#34;Jeopardy!&#34; champions at their own games.</p><p>The company&#39;s ability to find and dominate every new technology seemed unlimited. Yet it began to run out its string over the last decade or so, unable to find purchase in the market for cloud-based business services or to financially exploit advances in quantum computing or AI.</p><p>Last month, IBM suffered the humiliation of selling off Watson Health, an AI platform launched in 2015 with the goal of helping doctors and hospitals analyze patient data on a vast scale. But the company&#39;s claims were shrouded in hype and the investment needed to keep it running in the face of losses was more than IBM considered worthwhile.</p><p>Some companies become prisoners of their own success. That was the case with Xerox, which collected majestic profits from its 914 office copier, which was introduced in 1959 and became the most successful industrial product in history up to that time.</p><p>Devised by an eccentric inventor named Chester Carlson, the 914 was so successful that the entire company was structured to serve and distribute the machine and its successors.</p><p>Yet Xerox &#34;was fundamentally cursed by the Chester Carlson vision,&#34; the company&#39;s former chief technology officer, Paul Strassmann, told me in 1998. &#34;This is the immaculate conception view that all you have to do is give us the right technology and the world will come to us. Unfortunately, when it happens like that, it&#39;s a fluke.&#34;</p><p>The limits of that vision came home to Xerox in the 1970s, when it built and staffed its legendary Palo Alto Research Center, or PARC, in Silicon Valley with the goal of finding the next big office technologies before others could do so and cut into its franchise.</p><p>PARC&#39;s scientists and engineers invented the personal computer, graphical displays, and other technologies we take for granted today, but Xerox couldn&#39;t bring them to market profitably.</p><p>&#34;Xerox could have owned the entire computer industry today,&#34; Apple&#39;s Steve Jobs declared in a 1996 documentary. &#34;Could have been the IBM of the ’90s. Could have been the Microsoft of the ’90s.&#34; At the time, of course, the stumbles of both companies lay unforeseen over the far horizon.</p><p>It&#39;s not unheard of for a corporation to face down a near-death experience and reestablish itself. Apple did so, having come close to extinction after Jobs himself was forced out of the company in 1985 by John Sculley, whom he had lured from Pepsi to bring traditional corporate standards to Apple as chief executive.</p><p>Jobs returned to the drifting and money-losing company in 1997 and set it on the path to spectacular profitability by introducing such new products as the iPod, iPad and iPhone.</p><p>Microsoft, too, shook off the torpor it was suffering earlier in this century when it missed out on the mobile computing revolution and allowed its operating systems to become stale. Under Satya Nadella, who became chief executive in 2014 and chairman last year, however, the company has staged a revival, its shares gaining a market-beating 52.5% in 2021.</p><p>It&#39;s possible that Zuckerberg can follow in the footsteps of Jobs and Nadella, and defeat his company&#39;s multiple challenges. Most executives facing even lesser challenges have failed, however.</p><p>Whether Zuckerberg can turn his vision of the metaverse into profits is a wide-open question. It will be a challenge he has never faced before, because it comes in an atmosphere of growing skepticism about his company among the public and among investors.</p><p>&#34;Zuckerberg has never received a signal from the marketplace that he should ever be more modest or change how he has always done things,&#34; Vaidhyanathan wrote last November, after the Meta rebranding. That signal is sounding now, loud and clear.</p><p>This story originally appeared in Los Angeles Times.</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>Is This the Beginning of Facebook's Downfall?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs This the Beginning of Facebook's Downfall?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 22:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html><strong>LA Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook's activities in April 2018.   (Jim Watson / AFP/Getty Images)If there's a single immutable law in ...</p>\n\n<a href=\"https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","IBM":"IBM","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/column-beginning-facebooks-downfall-223343937.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2209349195","content_text":"Chief Executive Mark Zuckerberg prepares to testify before a congressional committee about Facebook's activities in April 2018.   (Jim Watson / AFP/Getty Images)If there's a single immutable law in human biology, it's that no one lives forever. The same goes for corporations.The latest big company to confront the fact that the grim reaper spares no one and no thing is Meta Platforms, formerly known as Facebook.Meta on Thursday suffered the largest one-day loss in U.S. stock market history, following an unexpectedly sour report of fourth-quarter earnings.We've made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.Meta Platforms Chief Executive Mark ZuckerbergThe company's chairman and chief executive, Mark Zuckerberg, tried to reassure employees and investors that he and his management team had matters in hand for the long term.It's true that Meta remains a potent force in the tech space. The stock closed Friday at $237.09, about where it was as recently as July 30, 2020, and its current market capitalization of $896 billion is the sixth-largest among U.S. companies, just behind Tesla and ahead of Warren Buffett-led Berkshire Hathaway. Some market strategists say it may be undervalued at the current price.But it's also possible that the company is facing an inflection point in its business model with existential implications.Meta is braving what its chief operating officer, Sheryl Sandberg, endearingly labeled \"headwinds\" during a conference call with investment analysts Wednesday.Zuckerberg tried to calm investors' nerves by noting that the company had overcome what at first appeared to be existential challenges in the past: \"We've made these types of transitions before ... where we took on headwinds in the near term to align with important trends over the long term.\"Yet Meta hasn't had to deal before with so many challenges coming together at once.Even a short list seems daunting. Start with the immense popularity of TikTok, which established itself as the preferred platform for short-form videos before Facebook's copycat, Reels, could find its footing. There's Apple's new privacy options for iPhone users, which will cut deeply into Meta's access to advertising dollars, costing as much as $10 billion in revenue this year.And a reinvigorated Federal Trade Commission, which last month won permission to pursue an antitrust lawsuit against the company from a federal judge, who found the FTC's allegations \"robust and detailed\" and rejected the company's attack on FTC Chair Lina Khan.Add the perhaps inevitable aging of the company's platforms. Facebook, its core product, suffered the first drop in daily average users in its history, falling by about 1 million in the fourth quarter of 2021 compared to the previous quarter. That was the first such decline at least since the company went public in 2012.Another difficulty is the company's deteriorating reputation for trustworthiness amid doubts about its social impacts.It's blamed for undermining the health and self-image of teen girls through its Instagram photo-sharing app, as whistleblower Frances Haugen told a congressional committee in October. Its role in spreading political disinformation was documented in the wake of the 2016 presidential election.The company's cavalier approach to its users' privacy is well-established, which contributed to the recent collapse of its effort to create its own cryptocurrency.Despite a corporate rebranding intended to distance the company from its scandals, Meta's corporate personality is inextricable from Zuckerberg, who continues to have supermajority control of the firm's stockholder vote.As successful as he has been in capturing the social media zeitgeist with well-times acquisitions of emerging competitors such as WhatsApp or Instagram, he has so far had little success proving to investors that the company's forays into other business models represent a real future.That's true of last year's rebranding as Meta Platforms. Zuckerberg offered a murky picture of the \"metaverse,\" the marketplace the company would henceforth be addressing: \"There’s a lot of ambiguity around what the metaverse means,\" he acknowledged on Ben Thompson's Stratechery podcast.But his specific ideas seemed less than compelling. \"You’re going to be able to have a message thread going on when you’re in the middle of a meeting or doing something else and no one else is even going to notice,\" he posited.The interview prompted Siva Vaidhyanathan, a long-time Zuckerberg critic, to observe that \"investing billions of dollars through thousands of highly trained experts to solve a problem no one seems to want solved is a bad way to deploy resources.\"The most fundamental difficulty in Meta's future is the natural limit to the life span of even the most innovative companies. Examples of major enterprises that overcame changes in their core technologies or markets are thin on the ground.That should strike a cautionary note in the executive suites of other companies that seem to hold impregnable positions at the summit of the business world, such as Alphabet (the parent of Google) and Amazon. (As the old English proverb warns, \"time and tide wait for no man.\")For many years, the quintessential industrial survivor was General Electric, which was an original component of the Dow Jones industrial average in 1896 and remained in the index continuously starting in Nov. 7, 1907.That streak ended after more than 110 years in June 2018; the company, brought down by hubristic investments in financial services and forced to sell off its iconic manufacturing units, no longer resembled the strutting emperor of the U.S. economy of its heyday, and was unceremoniously kicked off the Dow.Another company that had nimbly and serially remade itself to remain atop the roster of American corporations was IBM.Over its long history, as Steven Cherry of the University of Pittsburgh observed last year on his podcast, \"Fixing the Future,\" IBM pivoted from manufacturing the tabulating machines for the 1890 census, to mainframe computers, to personal computers, to networking, and to artificial intelligence machines that beat chess grandmasters and \"Jeopardy!\" champions at their own games.The company's ability to find and dominate every new technology seemed unlimited. Yet it began to run out its string over the last decade or so, unable to find purchase in the market for cloud-based business services or to financially exploit advances in quantum computing or AI.Last month, IBM suffered the humiliation of selling off Watson Health, an AI platform launched in 2015 with the goal of helping doctors and hospitals analyze patient data on a vast scale. But the company's claims were shrouded in hype and the investment needed to keep it running in the face of losses was more than IBM considered worthwhile.Some companies become prisoners of their own success. That was the case with Xerox, which collected majestic profits from its 914 office copier, which was introduced in 1959 and became the most successful industrial product in history up to that time.Devised by an eccentric inventor named Chester Carlson, the 914 was so successful that the entire company was structured to serve and distribute the machine and its successors.Yet Xerox \"was fundamentally cursed by the Chester Carlson vision,\" the company's former chief technology officer, Paul Strassmann, told me in 1998. \"This is the immaculate conception view that all you have to do is give us the right technology and the world will come to us. Unfortunately, when it happens like that, it's a fluke.\"The limits of that vision came home to Xerox in the 1970s, when it built and staffed its legendary Palo Alto Research Center, or PARC, in Silicon Valley with the goal of finding the next big office technologies before others could do so and cut into its franchise.PARC's scientists and engineers invented the personal computer, graphical displays, and other technologies we take for granted today, but Xerox couldn't bring them to market profitably.\"Xerox could have owned the entire computer industry today,\" Apple's Steve Jobs declared in a 1996 documentary. \"Could have been the IBM of the ’90s. Could have been the Microsoft of the ’90s.\" At the time, of course, the stumbles of both companies lay unforeseen over the far horizon.It's not unheard of for a corporation to face down a near-death experience and reestablish itself. Apple did so, having come close to extinction after Jobs himself was forced out of the company in 1985 by John Sculley, whom he had lured from Pepsi to bring traditional corporate standards to Apple as chief executive.Jobs returned to the drifting and money-losing company in 1997 and set it on the path to spectacular profitability by introducing such new products as the iPod, iPad and iPhone.Microsoft, too, shook off the torpor it was suffering earlier in this century when it missed out on the mobile computing revolution and allowed its operating systems to become stale. Under Satya Nadella, who became chief executive in 2014 and chairman last year, however, the company has staged a revival, its shares gaining a market-beating 52.5% in 2021.It's possible that Zuckerberg can follow in the footsteps of Jobs and Nadella, and defeat his company's multiple challenges. Most executives facing even lesser challenges have failed, however.Whether Zuckerberg can turn his vision of the metaverse into profits is a wide-open question. It will be a challenge he has never faced before, because it comes in an atmosphere of growing skepticism about his company among the public and among investors.\"Zuckerberg has never received a signal from the marketplace that he should ever be more modest or change how he has always done things,\" Vaidhyanathan wrote last November, after the Meta rebranding. That signal is sounding now, loud and clear.This story originally appeared in Los Angeles Times.","news_type":1},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091039919,"gmtCreate":1643727828253,"gmtModify":1676533849192,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091039919","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090151004,"gmtCreate":1643123848274,"gmtModify":1676533776344,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"be ex to you in v5y 4dx it v was<a href=\"https://ttm.financial/OPT/AAPL 20220204 162.5 CALL\">$AAPL 20220204 162.5 CALL$</a> loo in 9.? 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Ah u see4e the vq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090151004","isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9090063825,"gmtCreate":1643036571741,"gmtModify":1676533767349,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090063825","repostId":"2205009998","repostType":4,"repost":{"id":"2205009998","kind":"highlight","pubTimestamp":1643035806,"share":"https://ttm.financial/m/news/2205009998?lang=&edition=fundamental","pubTime":"2022-01-24 22:50","market":"us","language":"en","title":"Thinking of Selling Netflix? 2 Things to Remember","url":"https://stock-news.laohu8.com/highlight/detail?id=2205009998","media":"Motley Fool","summary":"The first-quarter guidance was ugly, but there's more to the story than that.","content":"<html><head></head><body><p>Investors are pressing pause on <b>Netflix </b>(NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.</p><p>The sell-off itself wasn&#39;t surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.</p><p>If you&#39;re thinking of selling Netflix stock on the news, you&#39;re not alone. Wall Street analysts trashed the streamer following the report, with <a href=\"https://laohu8.com/S/AONE.U\">one</a> calling it &#34;dead money&#34; and another saying &#34;the good old days may be gone.&#34; Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you&#39;re ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.</p><h2>1. Shares have never been cheaper in the streaming era</h2><p>Netflix may no longer be behaving like a growth stock, but the good news is it&#39;s no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That&#39;s only modestly higher than the <b>S&amp;P 500</b>&#39;s P/E ratio of 26, and cheaper than it&#39;s ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.</p><p>While Netflix&#39;s growth has slowed in recent years, it&#39;s turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that&#39;s primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.</p><p>The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.</p><h2>2. Revenue growth will improve after Q1</h2><p>Netflix didn&#39;t provide guidance beyond the first quarter, and there&#39;s no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.</p><p>However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (<i>Bridgerton </i>and <i>The Adam Project</i>) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix&#39;s last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don&#39;t get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.</p><h2>The new Netflix reality</h2><p>Keeping those factors in mind, it&#39;s also worth remembering that Netflix&#39;s heady growth days are probably over. It&#39;s hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.</p><p>Still, considering the stock&#39;s valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&amp;P 500 over the next three to five years.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thinking of Selling Netflix? 2 Things to Remember</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\">\nThinking of Selling Netflix? 2 Things to Remember\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-24 22:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐"},"source_url":"https://www.fool.com/investing/2022/01/24/thinking-of-selling-netflix-2-things-to-remember/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205009998","content_text":"Investors are pressing pause on Netflix (NASDAQ:NFLX). The streaming stock  got torched Thursday afternoon after it reported disappointing guidance in its fourth-quarter earnings report. Shares plunged 20% in after-hours trading.The sell-off itself wasn't surprising. Netflix called for just 2.5 million subscriber additions in the current quarter, an unusually weak forecast for a seasonally strong quarter. Worse, it sees revenue growing just 10% to $7.9 billion, which would be its slowest growth in a decade.If you're thinking of selling Netflix stock on the news, you're not alone. Wall Street analysts trashed the streamer following the report, with one calling it \"dead money\" and another saying \"the good old days may be gone.\" Indeed, the days of Netflix posting breathless growth quarter after quarter are likely over, barring an unforeseen change to the business. But if you're ready to part with Netflix shares following the stock plunge and the disappointing guidance, you should be aware of two things.1. Shares have never been cheaper in the streaming eraNetflix may no longer be behaving like a growth stock, but the good news is it's no longer priced like one either. Following the post-earnings dip, Netflix shares now trade at a price-to-earnings ratio of just 36. That's only modestly higher than the S&P 500's P/E ratio of 26, and cheaper than it's ever been since 2012 when the company made streaming its primary business, leaving the DVD-by-mail operation behind.While Netflix's growth has slowed in recent years, it's turned into a profit machine. The company just finished a year with a 21% operating margin, making earlier cries about cash burn look silly. In 2022, management actually expects a modest decline in operating margin, at 19%-20%, but that's primarily due to a stronger U.S. dollar, which is expected to shave 2 percentage points off that metric.The company is still sticking to its long-term promise of delivering an average increase in operating margin of 3 percentage points a year, meaning by 2024 it expects to keep 28% of its revenue as operating profit. Even as revenue growth is slowing, profit margin will accelerate to make up for it. 2022 is just a noisy year because of foreign exchange and outsize growth in profit margins over the last two years.2. Revenue growth will improve after Q1Netflix didn't provide guidance beyond the first quarter, and there's no question the Q1 numbers are disappointing. With 2.5 million subscriber additions, this would be its weakest Q1 performance in at least five years, and a slowdown in revenue growth from 16% in Q4 2021 to 10% in the current quarter seems severe.However, management seemed to imply that revenue growth would improve after the first quarter. It noted that its first-quarter content releases were weighted toward the end of the quarter with two big releases (Bridgerton and The Adam Project) slated for March, meaning the impact of those will also be felt in Q2. Additionally, the company is raising prices on all North American subscriptions with the standard U.S. package going from $13.99/month to $15.49/month.  The financial numbers should begin to benefit from that price hike in the second quarter as about 40% of its revenue still comes from North America. Netflix's last price hike in the U.S. was in October 2020 so Q1 represents a lull where the revenue numbers don't get a tailwind from higher U.S. prices. From Q2 on, revenue growth should improve to at least the mid-teens.The new Netflix realityKeeping those factors in mind, it's also worth remembering that Netflix's heady growth days are probably over. It's hard to see the stock doubling in a year as it did multiple times during the 2010s, now that its business is much more mature and revenue is only growing in the teens.Still, considering the stock's valuation, a probable rebound in performance after the first quarter, and a number of valuable competitive advantages including its leadership in a huge growth market, the stock looks like a good bet to outperform the S&P 500 over the next three to five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9007913311,"gmtCreate":1642732884141,"gmtModify":1676533741643,"author":{"id":"4105528849434710","authorId":"4105528849434710","name":"yoax","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105528849434710","authorIdStr":"4105528849434710"},"themes":[],"htmlText":"Sad","listText":"Sad","text":"Sad","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9007913311","repostId":"2205013143","repostType":4,"repost":{"id":"2205013143","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":1642715726,"share":"https://ttm.financial/m/news/2205013143?lang=&edition=fundamental","pubTime":"2022-01-21 05:55","market":"us","language":"en","title":"US STOCKS-Wall Street Drops as Bargain-Hunting Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=2205013143","media":"Reuters","summary":"* Stocks rebound fades day after Nasdaq correction* Peloton tumbles after report co is pausing produ","content":"<html><head></head><body><p>* Stocks rebound fades day after Nasdaq correction</p><p>* Peloton tumbles after report co is pausing production</p><p>* Travelers up after reporting record quarterly profit</p><p>* Indexes down: Dow 0.89%, S&amp;P 1.1%, Nasdaq 1.3%</p><p>Jan 20 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.</p><p>Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.</p><p>The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.</p><p>“There seems to be a whole lack of conviction,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab. &#34;The dip-buyers step in, but then they run out of momentum.”</p><p>The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&amp;P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.</p><p>Of 11 major S&amp;P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.</p><p>Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the mainstays of the stay-at-home trade in 2020.</p><p>After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.</p><p>Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&amp;P 500 is down nearly 6% so far this year.</p><p>&#34;I just think we&#39;re in for a kind of rocky period here for the month of January,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;Valuations are high, rates are going up, the outlook is murky -- there&#39;s more to worry about now than there was several months ago.&#34;</p><p>Investors are also turning to fourth-quarter earnings reports as they start to roll in.</p><p>Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.</p><p>Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts&#39; earnings expectations as higher energy prices fuel demand for its equipment and services.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.</p><p>The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.</p><p>Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.</p><p>Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.</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 Drops as Bargain-Hunting Loses Steam</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 Drops as Bargain-Hunting Loses Steam\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\">2022-01-21 05:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Stocks rebound fades day after Nasdaq correction</p><p>* Peloton tumbles after report co is pausing production</p><p>* Travelers up after reporting record quarterly profit</p><p>* Indexes down: Dow 0.89%, S&amp;P 1.1%, Nasdaq 1.3%</p><p>Jan 20 (Reuters) - Wall Street&#39;s main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.</p><p>Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.</p><p>The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.</p><p>“There seems to be a whole lack of conviction,&#34; said Randy Frederick, vice president of trading and derivatives for Charles Schwab. &#34;The dip-buyers step in, but then they run out of momentum.”</p><p>The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&amp;P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.</p><p>Of 11 major S&amp;P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.</p><p>Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the mainstays of the stay-at-home trade in 2020.</p><p>After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.</p><p>Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&amp;P 500 is down nearly 6% so far this year.</p><p>&#34;I just think we&#39;re in for a kind of rocky period here for the month of January,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;Valuations are high, rates are going up, the outlook is murky -- there&#39;s more to worry about now than there was several months ago.&#34;</p><p>Investors are also turning to fourth-quarter earnings reports as they start to roll in.</p><p>Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.</p><p>Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts&#39; earnings expectations as higher energy prices fuel demand for its equipment and services.</p><p>Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.</p><p>The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.</p><p>About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.</p><p>Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.</p><p>Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4504":"桥水持仓","BK4534":"瑞士信贷持仓","BK4566":"资本集团",".IXIC":"NASDAQ Composite","BK4532":"文艺复兴科技持仓","BK4507":"流媒体概念","NFLX":"奈飞","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4527":"明星科技股","SPY":"标普500ETF","BK4559":"巴菲特持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205013143","content_text":"* Stocks rebound fades day after Nasdaq correction* Peloton tumbles after report co is pausing production* Travelers up after reporting record quarterly profit* Indexes down: Dow 0.89%, S&P 1.1%, Nasdaq 1.3%Jan 20 (Reuters) - Wall Street's main indexes ended sharply lower on Thursday and a rally in U.S. stocks evaporated late in the session as investors considered whether equities were bargains after a sell-off to start the year that has seen the Nasdaq fall into correction territory.Major U.S. indexes had been gaining solidly for much of the day, following a steep drop to start the week.The Nasdaq on Wednesday closed more that 10% below its November all-time high, confirming it was in a correction. The tech-heavy index has now fallen nearly 12% from its record high and on Thursday closed at its lowest level since June.“There seems to be a whole lack of conviction,\" said Randy Frederick, vice president of trading and derivatives for Charles Schwab. \"The dip-buyers step in, but then they run out of momentum.”The Dow Jones Industrial Average    fell 313.26 points, or 0.89%, to 34,715.39, the S&P 500    lost 50.03 points, or 1.10%, to 4,482.73 and the Nasdaq Composite    dropped 186.24 points, or 1.3%, to 14,154.02.Of 11 major S&P 500 sectors, 10 finished lower, with the consumer discretionary sector    falling 1.9%. Utilities eked out a 0.1% gain.Putting a further damper on growth stocks, shares of Peloton Interactive tumbled nearly 24% after CNBC reported that the exercise bike maker is pausing production of its connected fitness products as demand wanes and the company looks to control costs. Peloton was one of the mainstays of the stay-at-home trade in 2020.After the bell, shares of Netflix    dropped sharply after the company fell short of Wall Street forecasts for new subscribers at the end of last year and offered a weaker-than-expected forecast for early 2022.Stocks have gotten off to a rocky start in 2022, as a fast rise in Treasury yields amid concerns the Federal Reserve will become aggressive in controlling inflation has particularly hit tech and growth shares. The benchmark S&P 500 is down nearly 6% so far this year.\"I just think we're in for a kind of rocky period here for the month of January,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"Valuations are high, rates are going up, the outlook is murky -- there's more to worry about now than there was several months ago.\"Investors are also turning to fourth-quarter earnings reports as they start to roll in.Shares of Travelers Cos rose 3.2% after the property and casualty insurer reported a record quarterly profit.Baker Hughes shares climbed 1.6% after the company reported an adjusted quarterly profit and topped analysts' earnings expectations as higher energy prices fuel demand for its equipment and services.Data on Thursday showed the number of Americans filing new claims for unemployment benefits unexpectedly rose last week, likely as a winter wave of COVID-19 infections disrupted business activity.The NYSE Tick index   , which measures stocks making an uptick and subtracts stocks making a downtick, plunged to a low of -2,007 late in the session. That was the sixth lowest intraday tick in history using Refinitiv data back to early 1989.Declining issues outnumbered advancing ones on the NYSE by a 2.75-to-1 ratio; on Nasdaq, a 2.39-to-1 ratio favored decliners.The S&P 500 posted 12 new 52-week highs and eight new lows; the Nasdaq Composite recorded 18 new highs and 545 new lows.About 11.9 billion shares changed hands in U.S. exchanges, compared with the 10.1 billion daily average over the last 20 sessions.Peloton shares plunge 27% after report on production pause U.S. insurer Travelers posts record profit on investment returns.Baker Hughes posts Q4 profit as higher oil prices spur drilling demand      U.S. weekly jobless claims at three-month high amid Omicron wave.","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}