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2022-03-30

😲 omg

U.S. Stocks Open Slightly Lower After 4-Day String of Gains

2022-03-20

I like your comment written like a pro..[Surprised] [Surprised]

Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says

2022-03-20

A safer choice..[Sly]

Berkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates

2022-03-18

Continue to monitor..

ASX Close: Oilers Steer Market to Third Day of Gains

2022-03-18

Agree

Stock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event

2022-03-12

Thanks for sharing this information.[Like] [Like]

Duke Energy: My Safest Dividend Investment

2022-03-11

Expect a minimal hike only..

Australia's Central Bank Tells Borrowers to Prepare for Higher Rates

2022-03-09

Slow and steady..

Singapore Stocks Rebound on Wednesday; STI up 1.5%

2022-03-09

Like

Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why

2022-03-07

Any opinion?

1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague

2022-03-07

Any opinion?

1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague

Go to Tiger App to see more news

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The S&amp;P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.</p><p>Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.</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>U.S. Stocks Open Slightly Lower After 4-Day String of Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Slightly Lower After 4-Day String of Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-30 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks moved slightly lower on Wednesday after the Dow and S&amp;P 500 extended their rally in the previous session, even as fears of an inverted yield curve sparked recession concerns and investors continued watching developments play out in Ukraine.</p><p>The Dow Jones Industrial Average slipped by 32 points, or 0.1%. The S&amp;P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.</p><p>Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108370510","content_text":"U.S. stocks moved slightly lower on Wednesday after the Dow and S&P 500 extended their rally in the previous session, even as fears of an inverted yield curve sparked recession concerns and investors continued watching developments play out in Ukraine.The Dow Jones Industrial Average slipped by 32 points, or 0.1%. The S&P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034063514,"gmtCreate":1647736919680,"gmtModify":1676534261293,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"I like your comment&nbsp; written like a pro..[Surprised]&nbsp;[Surprised]&nbsp;","listText":"I like your comment&nbsp; written like a pro..[Surprised]&nbsp;[Surprised]&nbsp;","text":"I like your comment written like a pro..[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034063514","repostId":"2220772443","repostType":4,"repost":{"id":"2220772443","pubTimestamp":1647668140,"share":"https://ttm.financial/m/news/2220772443?lang=&edition=fundamental","pubTime":"2022-03-19 13:35","market":"us","language":"en","title":"Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2220772443","media":"MarketWatch","summary":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Si","content":"<html><head></head><body><p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic Strategy</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b6710679b3aae2d6e541f6cc271d9a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Motorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.</span></p><p>Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.</p><p>Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.</p><p>Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.</p><p>Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d9f2a175dd3688f27a4dc2f91b128cc\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”</p><p>“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”</p><p>The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.</p><p>The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.</p><p>But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.</p><p>The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e753dbfc786ce88d4949a0efd9828b\" tg-width=\"700\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>A combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.</p><p>To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase &amp; Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”</p><p>“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”</p><p>On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220772443","content_text":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.Datastream, Haver Analytics, Goldman Sachs Global Investment Research“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.Datastream, Haver Analytics, Goldman Sachs Global Investment ResearchA combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase & Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034060161,"gmtCreate":1647736469990,"gmtModify":1676534261162,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"A safer choice..[Sly]&nbsp;","listText":"A safer choice..[Sly]&nbsp;","text":"A safer choice..[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034060161","repostId":"1141762368","repostType":4,"repost":{"id":"1141762368","pubTimestamp":1647662201,"share":"https://ttm.financial/m/news/1141762368?lang=&edition=fundamental","pubTime":"2022-03-19 11:56","market":"us","language":"en","title":"Berkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1141762368","media":"Barrons","summary":"With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the b","content":"<html><head></head><body><p>With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest rates to about 2% by year-end.</p><p>The company’s earnings in 2023 could rise about 8% simply from the higher yields on its cash,<i>Barron’s</i>estimates.</p><p>Other big companies that should gain are cash-rich Apple and Alphabet (GOOGL). Apple had $203 billion of cash and equivalentsat year-end 2021, and Alphabet was sitting on $139 billion.</p><p>Apple could be earning $4 billion more on its cash by 2023 and Alphabet nearly $3 billion. Higher interest income could boost Apple’s net income by about 3% next year, and Alphabet’s earnings may get a 4% lift.</p><p>Berkshire Hathaway (BRK.A and BRK.B) had $144 billion of cash and equivalents at the end of 2021, excluding about $2.8 billion of cash held at its railroad and utilities businesses.</p><p>Berkshire could be earning $3 billion annually on its cash by the end of this year against an estimated $150 million in 2021 given that the company keeps the bulk of its cash in supersafe Treasury bills, which yielded around 0.1% during 2021.</p><p>Shares of Berkshire have recently reached new highs and are outpacing the S&amp;P 500 index so far this year.</p><p>Berkshire’s class A stock ended Thursday at a record $518,438, up 2.9% on the session. The stock is up 15% this year, against a 7% decline in the S&amp;P 500. Berkshire has moved ahead of the S&amp;P based on 10-year returns in recent weeks. Berkshire’s class B stock ended Thursday at $344.97, up 2.6%.</p><p>Given its cash and exposure to a stronger U.S. economy, Berkshire Hathaway is an attractive haven for investors.</p><p>“I think a rotation into value names, coupled with Berkshire’s exposure to the energy and utility space…and investors’ enthusiasm for Berkshire’s aggressive share buybacks drove the shares’ performance,” Cathy Seifert, a Berkshire analyst at CFRA Research, said in a LinkedIn post.</p><p>Berkshire CEO Warren Buffett takes no chances with Berkshire’s cash. He has been willing to forgo some investment income by holding Treasury bills rather than higher yielding commercial paper or other short-term instruments. T-bills accounted for $120 billion of Berkshire’s $144 billion of cash at year-end, according to Buffett’s annual shareholder letter.</p><p>With Federal Reserve monetary policy makers anticipating that the benchmark federal-funds rate will be about 2% by year-end and moving toward 2.5% or higher in 2023, Berkshire stands to earn $3 billion or more on its cash in 2023.</p><p>Earlier this week, the Fed lifted its target rate on the fed-funds by a quarter percentage point, to a range of 0.25% from 0.50% in the first of what could be seven rate increases this year.</p><p>The anticipated moves could lift Berkshire’s net earnings by $2.25 billion (assuming a 25% total tax rate) in 2023, or 8%, relative to the $27.5 billion that the company netted after taxes from operations in 2021.</p><p>There should be a favorable impact this year as well on Berkshire’s earnings.</p><p>If Treasury bill rates average 1%, Berkshire’s earnings could get lift of more than $1 billion in 2022. That assumes that Berkshire continues to hold so much cash.</p><p>Buffett continues to look for what he has called an “elephant-sized acquisition” and some think he has his eyes on Occidental Petroleum (OXY), in which Berkshire now holds a nearly 15% stake. Such a deal could cost $70 billion.</p><p>Even with the prospect of higher interest income for Berkshire, investors would prefer to see Buffett find a big deal since the returns on an acquisition would likely exceed by far the added interest income.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest ...</p>\n\n<a href=\"https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","GOOGL":"谷歌A"},"source_url":"https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141762368","content_text":"With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest rates to about 2% by year-end.The company’s earnings in 2023 could rise about 8% simply from the higher yields on its cash,Barron’sestimates.Other big companies that should gain are cash-rich Apple and Alphabet (GOOGL). Apple had $203 billion of cash and equivalentsat year-end 2021, and Alphabet was sitting on $139 billion.Apple could be earning $4 billion more on its cash by 2023 and Alphabet nearly $3 billion. Higher interest income could boost Apple’s net income by about 3% next year, and Alphabet’s earnings may get a 4% lift.Berkshire Hathaway (BRK.A and BRK.B) had $144 billion of cash and equivalents at the end of 2021, excluding about $2.8 billion of cash held at its railroad and utilities businesses.Berkshire could be earning $3 billion annually on its cash by the end of this year against an estimated $150 million in 2021 given that the company keeps the bulk of its cash in supersafe Treasury bills, which yielded around 0.1% during 2021.Shares of Berkshire have recently reached new highs and are outpacing the S&P 500 index so far this year.Berkshire’s class A stock ended Thursday at a record $518,438, up 2.9% on the session. The stock is up 15% this year, against a 7% decline in the S&P 500. Berkshire has moved ahead of the S&P based on 10-year returns in recent weeks. Berkshire’s class B stock ended Thursday at $344.97, up 2.6%.Given its cash and exposure to a stronger U.S. economy, Berkshire Hathaway is an attractive haven for investors.“I think a rotation into value names, coupled with Berkshire’s exposure to the energy and utility space…and investors’ enthusiasm for Berkshire’s aggressive share buybacks drove the shares’ performance,” Cathy Seifert, a Berkshire analyst at CFRA Research, said in a LinkedIn post.Berkshire CEO Warren Buffett takes no chances with Berkshire’s cash. He has been willing to forgo some investment income by holding Treasury bills rather than higher yielding commercial paper or other short-term instruments. T-bills accounted for $120 billion of Berkshire’s $144 billion of cash at year-end, according to Buffett’s annual shareholder letter.With Federal Reserve monetary policy makers anticipating that the benchmark federal-funds rate will be about 2% by year-end and moving toward 2.5% or higher in 2023, Berkshire stands to earn $3 billion or more on its cash in 2023.Earlier this week, the Fed lifted its target rate on the fed-funds by a quarter percentage point, to a range of 0.25% from 0.50% in the first of what could be seven rate increases this year.The anticipated moves could lift Berkshire’s net earnings by $2.25 billion (assuming a 25% total tax rate) in 2023, or 8%, relative to the $27.5 billion that the company netted after taxes from operations in 2021.There should be a favorable impact this year as well on Berkshire’s earnings.If Treasury bill rates average 1%, Berkshire’s earnings could get lift of more than $1 billion in 2022. That assumes that Berkshire continues to hold so much cash.Buffett continues to look for what he has called an “elephant-sized acquisition” and some think he has his eyes on Occidental Petroleum (OXY), in which Berkshire now holds a nearly 15% stake. Such a deal could cost $70 billion.Even with the prospect of higher interest income for Berkshire, investors would prefer to see Buffett find a big deal since the returns on an acquisition would likely exceed by far the added interest income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://community-static.tradeup.com/news/0db82c58fe151c6056334e54bf8ceeee","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"content":"ginger is better when old","text":"ginger is better when old","html":"ginger is better when old"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035687439,"gmtCreate":1647583149738,"gmtModify":1676534247679,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Continue to monitor..","listText":"Continue to monitor..","text":"Continue to monitor..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035687439","repostId":"1161023565","repostType":4,"repost":{"id":"1161023565","pubTimestamp":1647581795,"share":"https://ttm.financial/m/news/1161023565?lang=&edition=fundamental","pubTime":"2022-03-18 13:36","market":"other","language":"en","title":"ASX Close: Oilers Steer Market to Third Day of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1161023565","media":"the market herald","summary":"A third day of gains lifted the share market to its highest close in a month as a rebound in commodi","content":"<html><head></head><body><p>A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.</p><p>The <b>S&amp;P/ASX 200</b> rallied 44 points or 0.6 percent to 7294. The index closed less than two points below last month’s high.</p><p>Woodside Petroleum, Santos and Rio Tinto were the pick of the resource giants following gains in crude, iron ore and metals. Tech and speculative stocks also advanced in a sign of improving risk appetite.</p><p>What moved the market</p><p>The Australian benchmark logged its highest close since February 17 after Wall Street took the launch of a new rate hiking cycle in its stride and China announced plans to limit the economic impact of Covid controls.</p><p>“The ASX couldn’t quite reach our 7300 target today, but… it has closed at a 4-week high, with energy stocks putting on a good show today as they bounced in line with oil prices. And a quick look at the sector suggests it has seen its corrective low and momentum has realigned with its bullish trend,” City Index senior market analyst Matt Simpson said.</p><p>The <b>Dow</b> and <b>S&amp;P 500</b> climbed 1.23 percent overnight to a third straight gain. The Nasdaq Composite put on 1.33 percent a day after the Federal Reserve lifted its target rate and mapped out plans to raise at each meeting.</p><p>“Investors seem relieved after they received some clarity regarding Fed’s next steps forward on tightening <b>monetary policy</b>,” Kunal Sawhney, chief executive officer of research group Kalkine, said.</p><p>“The share market further cheered easing concerns around the prospects of <b>Russian bond default</b> after investors received foreign-debt payments. Russia managed to keep a potential sovereign default at bay by paying a $117 million interest order on dollar-denominated sovereign bonds.”</p><p><b>Commodity prices</b> rebounded after Russia hosed down ceasefire expectations. A Kremlin spokesman said reports of “substantial progress” in peace talks with Ukraine were “wrong”.</p><p><b>Crude oil</b> jumped back above US$100 a barrel. Natural gas, wheat, gold and most industrial metals also rallied.</p><p>Risk appetite has recovered strongly this week, but the next few sessions will be crucial, according to the chief economist of ACY Securities. </p><p>Winners’ circle</p><p>The ASX <b>energy</b> sector took the lead, mirroring the sector’s outperformance on Wall Street overnight. <b>Woodside Petroleum</b> climbed 2.68 percent to a four-session high as traders speculated this week’s reversal in crude may have run its course. Beach Energy tacked on 1.62 percent. Santos added 1.89 percent.</p><p>Uranium miner <b>Paladin Energy</b> climbed 7.01 percent. The price of uranium has jumped around 40 percent since Russia invaded Ukraine. Bannerman Energy gained 10.87 percent, Toro Energy 10.53 percent and Alligator Energy 8.33 percent.</p><p>AVZ Minerals climbed 8.28 percent, Liontown Resources 7.79 percent and Lynas Rare Earths 3.71 percent. At the heavyweight end, Fortescue Metals put on 2.2 percent, Rio Tinto 1.61 percent and BHP 1.25 percent.</p><p><b>Vulcan Energy</b> rallied 5.54 percent to a five-week high after updating shareholders on its Zero Carbon Lithium project in Germany. The miner intends to start commissioning a demo plant by mid-year and finalise a detailed feasibility study by the second half of the year.</p><p>Beaten-up <b>growth stocks</b> rallied after JPMorgan’s influential stock guru Marko Kolanovic said it was time to buy. Unprofitable “innovation stocks” have fallen up to 80 percent in the US since Kolanovic forecast a correction last year.</p><p>“We think it is time to start adding risk in many areas that overshot on the downside year-to-date,” Kolanovic said.</p><p>Here, Afterpay parent Block climbed 7.23 percent, Novonix 6.19 percent and Telix Pharmaceuticals 6.24 percent.</p><p><b>QBE</b> added 1.65 percent after a boardroom reshuffle. Yasmin Allen will join as non-executive director. John Green and Stephen Fitzgerald will retire.</p><p>Doghouse</p><p><b>Star Entertainment</b> slumped 3.63 percent to a 17-month low after hearings into the group’s fitness to hold a casino licence in Sydney generated allegations of disguised transactions and potential money laundering.</p><p>The casino was accused yesterday of reporting gambling funds as accommodation expenses. The company told the ASX it was cooperating with the review and would not comment while hearings were ongoing.</p><p>News of a share selldown by <b>Megaport</b> founder Bevan Slattery sent the share price down 8.06 percent. Slattery sold three million shares worth more than $39 million. He retained around 8.07 million shares in the company.</p><p><b>Abacus Property Group</b> retreated 5.9 percent to $3.35 after raising $200 million from institutional investors at $3.38 per share. The funds will go towards settling acquisitions and expanding the group’s self storage portfolio.</p><p>Vaccine-maker <b>IDT</b> skidded 10.26 percent after missing out on a government grant to help manufacture mRNA Covid vaccines in Australia. The company said it hoped to secure funds in Round 2 of the Modern Manufacturing Initiative.</p><p>Among stocks trading <b>ex-dividend</b>, Carsales.com shed 1.77 percent. HUB24 gained 0.8 percent.</p><p>Logistics firm <b>Qube</b> finished flat after the competition regulator held off on court action over the acquisition of Newcastle Agri Terminal but warned it would monitor developments. The ACCC said the acquisition was completed before it could be properly reviewed.</p><p>Other markets</p><p><b>Asian markets</b> were mixed. The Asia Dow dropped 0.4 percent, China’s Shanghai Composite 0.22 percent and Hong Kong’s Hang Seng 2.38 percent. Japan’s Nikkei added 0.38 percent.</p><p><b>US futures</b> faded after three days of strong gains. S&amp;P 500 futures declined 29 points or 0.66 percent.</p><p><b>Oil</b> added to last night’s 8.8 percent rebound. Brent crude rose US$2.36 or 2.2 percent to US$109 a barrel.</p><p><b>Gold</b> dipped US$8.40 or 0.43 percent to US$1,934.80 an ounce.</p><p>The <b>dollar</b> eased 0.02 percent to 73.8 US cents after rising more than 1 percent overnight.</p></body></html>","source":"lsy1645078131697","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>ASX Close: Oilers Steer Market to Third Day of Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASX Close: Oilers Steer Market to Third Day of Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/><strong>the market herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.The S&P/ASX 200 rallied 44 points or 0.6 percent to ...</p>\n\n<a href=\"https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161023565","content_text":"A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.The S&P/ASX 200 rallied 44 points or 0.6 percent to 7294. The index closed less than two points below last month’s high.Woodside Petroleum, Santos and Rio Tinto were the pick of the resource giants following gains in crude, iron ore and metals. Tech and speculative stocks also advanced in a sign of improving risk appetite.What moved the marketThe Australian benchmark logged its highest close since February 17 after Wall Street took the launch of a new rate hiking cycle in its stride and China announced plans to limit the economic impact of Covid controls.“The ASX couldn’t quite reach our 7300 target today, but… it has closed at a 4-week high, with energy stocks putting on a good show today as they bounced in line with oil prices. And a quick look at the sector suggests it has seen its corrective low and momentum has realigned with its bullish trend,” City Index senior market analyst Matt Simpson said.The Dow and S&P 500 climbed 1.23 percent overnight to a third straight gain. The Nasdaq Composite put on 1.33 percent a day after the Federal Reserve lifted its target rate and mapped out plans to raise at each meeting.“Investors seem relieved after they received some clarity regarding Fed’s next steps forward on tightening monetary policy,” Kunal Sawhney, chief executive officer of research group Kalkine, said.“The share market further cheered easing concerns around the prospects of Russian bond default after investors received foreign-debt payments. Russia managed to keep a potential sovereign default at bay by paying a $117 million interest order on dollar-denominated sovereign bonds.”Commodity prices rebounded after Russia hosed down ceasefire expectations. A Kremlin spokesman said reports of “substantial progress” in peace talks with Ukraine were “wrong”.Crude oil jumped back above US$100 a barrel. Natural gas, wheat, gold and most industrial metals also rallied.Risk appetite has recovered strongly this week, but the next few sessions will be crucial, according to the chief economist of ACY Securities. Winners’ circleThe ASX energy sector took the lead, mirroring the sector’s outperformance on Wall Street overnight. Woodside Petroleum climbed 2.68 percent to a four-session high as traders speculated this week’s reversal in crude may have run its course. Beach Energy tacked on 1.62 percent. Santos added 1.89 percent.Uranium miner Paladin Energy climbed 7.01 percent. The price of uranium has jumped around 40 percent since Russia invaded Ukraine. Bannerman Energy gained 10.87 percent, Toro Energy 10.53 percent and Alligator Energy 8.33 percent.AVZ Minerals climbed 8.28 percent, Liontown Resources 7.79 percent and Lynas Rare Earths 3.71 percent. At the heavyweight end, Fortescue Metals put on 2.2 percent, Rio Tinto 1.61 percent and BHP 1.25 percent.Vulcan Energy rallied 5.54 percent to a five-week high after updating shareholders on its Zero Carbon Lithium project in Germany. The miner intends to start commissioning a demo plant by mid-year and finalise a detailed feasibility study by the second half of the year.Beaten-up growth stocks rallied after JPMorgan’s influential stock guru Marko Kolanovic said it was time to buy. Unprofitable “innovation stocks” have fallen up to 80 percent in the US since Kolanovic forecast a correction last year.“We think it is time to start adding risk in many areas that overshot on the downside year-to-date,” Kolanovic said.Here, Afterpay parent Block climbed 7.23 percent, Novonix 6.19 percent and Telix Pharmaceuticals 6.24 percent.QBE added 1.65 percent after a boardroom reshuffle. Yasmin Allen will join as non-executive director. John Green and Stephen Fitzgerald will retire.DoghouseStar Entertainment slumped 3.63 percent to a 17-month low after hearings into the group’s fitness to hold a casino licence in Sydney generated allegations of disguised transactions and potential money laundering.The casino was accused yesterday of reporting gambling funds as accommodation expenses. The company told the ASX it was cooperating with the review and would not comment while hearings were ongoing.News of a share selldown by Megaport founder Bevan Slattery sent the share price down 8.06 percent. Slattery sold three million shares worth more than $39 million. He retained around 8.07 million shares in the company.Abacus Property Group retreated 5.9 percent to $3.35 after raising $200 million from institutional investors at $3.38 per share. The funds will go towards settling acquisitions and expanding the group’s self storage portfolio.Vaccine-maker IDT skidded 10.26 percent after missing out on a government grant to help manufacture mRNA Covid vaccines in Australia. The company said it hoped to secure funds in Round 2 of the Modern Manufacturing Initiative.Among stocks trading ex-dividend, Carsales.com shed 1.77 percent. HUB24 gained 0.8 percent.Logistics firm Qube finished flat after the competition regulator held off on court action over the acquisition of Newcastle Agri Terminal but warned it would monitor developments. The ACCC said the acquisition was completed before it could be properly reviewed.Other marketsAsian markets were mixed. The Asia Dow dropped 0.4 percent, China’s Shanghai Composite 0.22 percent and Hong Kong’s Hang Seng 2.38 percent. Japan’s Nikkei added 0.38 percent.US futures faded after three days of strong gains. S&P 500 futures declined 29 points or 0.66 percent.Oil added to last night’s 8.8 percent rebound. Brent crude rose US$2.36 or 2.2 percent to US$109 a barrel.Gold dipped US$8.40 or 0.43 percent to US$1,934.80 an ounce.The dollar eased 0.02 percent to 73.8 US cents after rising more than 1 percent overnight.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035687852,"gmtCreate":1647583012752,"gmtModify":1676534247667,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035687852","repostId":"1183836493","repostType":4,"repost":{"id":"1183836493","pubTimestamp":1647560455,"share":"https://ttm.financial/m/news/1183836493?lang=&edition=fundamental","pubTime":"2022-03-18 07:40","market":"us","language":"en","title":"Stock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1183836493","media":"Bloomberg","summary":"Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify mark","content":"<html><head></head><body><ul><li>Equity options expire Friday amid rebalancing of benchmarks</li><li>Options dealers seen helping amplify market moves, up and down</li></ul><p>Wall Street traders are bracing for fresh equity-market fireworks Friday after another week of global turbulence.</p><p>In a quarterly event known as triple witching, roughly $3.5 trillion of single-stock and index-level options are set to expire, according to Goldman Sachs Group Inc. At the same time, more near-the-money options are maturing than at any time since 2019 -- suggesting a bevy of investors will actively trade around those positions.</p><p>And once again, this triple witching coincides with a rebalancing of benchmark indexes including the S&amp;P 500 -- a combination that tends to spark single-day volumes that rank among the highest of the year. According to an estimate from Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices, the rebalance in the index alone could spur $33 billion of stock trades.</p><p><img src=\"https://static.tigerbbs.com/b2afe5b83f1f1bb8ef264fe0f4559f06\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Friday’s session lands just as the S&amp;P 500 regains its footing with a three-day jump, buoyed by the Federal Reserve’s optimism the economy can withstand rate hikes and China’s promise to bolster its financial markets. Yet in the telling of derivatives pros, the rally has been fueled by dealers covering short positions to balance exposures while demand for stock hedges is elevated.</p><p>Now as many contracts expire, the key question is whether investors will rebuild their holdings of protective puts amid growth concerns and the war in Ukraine -- or will they chase the market rebound with call contracts.</p><p>“I’ve never seen an environment where you’ve had so many potential overhangs in the market that can not be controlled,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “We’ll see if people can see to redeploy their puts.”</p><p><img src=\"https://static.tigerbbs.com/3b29822b3a2eb1e7f78ec7e2eef073d6\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 has climbed almost 6% over past three sessions in the best rally since 2020, as the likes of Marko Kolanovic at JPMorgan Chase &amp; Co. urge investors to go all-in.</p><p>Exploding derivatives volume has been a fixture of the post-pandemic market -- whipsawing underlying stocks in both directions, again and again. To strategists including Charlie McElligott at Nomura Holdings, this week’s advance in the S&amp;P 500 has again been amplified by the hedging activity of market-makers.</p><p>It’s a complicated process, but it works roughly like this: When a dealer sells a put option, it’s essentially taking a bet on the underlying asset to go up. To offset this unwanted directional risk, the market-maker typically sells some of the asset to maintain a neutral position. When the put options expire or get exercised, it will reverse those hedging moves -- potentially creating a tailwind for the asset.</p><p>Another factor involving dealers is their current “short gamma” or “short delta” position that requires them to go with prevailing market trends: Buy stocks when they go up and sell when they fall.</p><p>At the start of the week, their exposure on S&amp;P 500 products sat at a level near the maximum “short gamma” relative to history, according to estimates by McElligott, a cross-asset strategist at Nomura. Three days later, that has turned into “zero gamma.” Along the way, dealers were forced to buy back stocks and close their short positions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9718226742bd28209fda2fe802189336\" tg-width=\"1000\" tg-height=\"612\" width=\"100%\" height=\"auto\"/><span>Source: Goldman SachsSource: Goldman Sachs</span></p><p>With market sentiment weak and institutional-fund exposure to equities near mutliyear lows, caution in the derivatives market is everywhere. The 20-day average of the Cboe put-call ratio for equities, for example, hovers near a two-year high.</p><p>“We see a general trend of continued risk aversion among investors, and expectations that the stock market remains volatile,” said Steve Sears, president at Options Solutions. “There are so many major events that could change the market’s tempo that hedging and patient fortitude appears to be the message from the options market.”</p><p>Options either far out of money or in the money receive less attention on Wall Street around expiration dates. Now with an unusually large number of S&amp;P 500 contracts sitting close to the spot price this time round, trading activity on Friday looks set to be more frenetic than usual, according to Goldman strategist Rocky Fishman.</p><p>“The most interesting is options that are near the money, since as we approach expiration, there’s uncertainty about whether or not they end up in the money,” he said. “That uncertainty can lead investors to actively trade around those positions.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event</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\">\nStock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify market moves, up and downWall Street traders are bracing for fresh equity-market fireworks Friday after ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183836493","content_text":"Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify market moves, up and downWall Street traders are bracing for fresh equity-market fireworks Friday after another week of global turbulence.In a quarterly event known as triple witching, roughly $3.5 trillion of single-stock and index-level options are set to expire, according to Goldman Sachs Group Inc. At the same time, more near-the-money options are maturing than at any time since 2019 -- suggesting a bevy of investors will actively trade around those positions.And once again, this triple witching coincides with a rebalancing of benchmark indexes including the S&P 500 -- a combination that tends to spark single-day volumes that rank among the highest of the year. According to an estimate from Howard Silverblatt, senior index analyst at S&P Dow Jones Indices, the rebalance in the index alone could spur $33 billion of stock trades.Friday’s session lands just as the S&P 500 regains its footing with a three-day jump, buoyed by the Federal Reserve’s optimism the economy can withstand rate hikes and China’s promise to bolster its financial markets. Yet in the telling of derivatives pros, the rally has been fueled by dealers covering short positions to balance exposures while demand for stock hedges is elevated.Now as many contracts expire, the key question is whether investors will rebuild their holdings of protective puts amid growth concerns and the war in Ukraine -- or will they chase the market rebound with call contracts.“I’ve never seen an environment where you’ve had so many potential overhangs in the market that can not be controlled,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “We’ll see if people can see to redeploy their puts.”The S&P 500 has climbed almost 6% over past three sessions in the best rally since 2020, as the likes of Marko Kolanovic at JPMorgan Chase & Co. urge investors to go all-in.Exploding derivatives volume has been a fixture of the post-pandemic market -- whipsawing underlying stocks in both directions, again and again. To strategists including Charlie McElligott at Nomura Holdings, this week’s advance in the S&P 500 has again been amplified by the hedging activity of market-makers.It’s a complicated process, but it works roughly like this: When a dealer sells a put option, it’s essentially taking a bet on the underlying asset to go up. To offset this unwanted directional risk, the market-maker typically sells some of the asset to maintain a neutral position. When the put options expire or get exercised, it will reverse those hedging moves -- potentially creating a tailwind for the asset.Another factor involving dealers is their current “short gamma” or “short delta” position that requires them to go with prevailing market trends: Buy stocks when they go up and sell when they fall.At the start of the week, their exposure on S&P 500 products sat at a level near the maximum “short gamma” relative to history, according to estimates by McElligott, a cross-asset strategist at Nomura. Three days later, that has turned into “zero gamma.” Along the way, dealers were forced to buy back stocks and close their short positions.Source: Goldman SachsSource: Goldman SachsWith market sentiment weak and institutional-fund exposure to equities near mutliyear lows, caution in the derivatives market is everywhere. The 20-day average of the Cboe put-call ratio for equities, for example, hovers near a two-year high.“We see a general trend of continued risk aversion among investors, and expectations that the stock market remains volatile,” said Steve Sears, president at Options Solutions. “There are so many major events that could change the market’s tempo that hedging and patient fortitude appears to be the message from the options market.”Options either far out of money or in the money receive less attention on Wall Street around expiration dates. Now with an unusually large number of S&P 500 contracts sitting close to the spot price this time round, trading activity on Friday looks set to be more frenetic than usual, according to Goldman strategist Rocky Fishman.“The most interesting is options that are near the money, since as we approach expiration, there’s uncertainty about whether or not they end up in the money,” he said. “That uncertainty can lead investors to actively trade around those positions.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036233287,"gmtCreate":1647099682521,"gmtModify":1676534194929,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Thanks for sharing this information.[Like]&nbsp;[Like]&nbsp;","listText":"Thanks for sharing this information.[Like]&nbsp;[Like]&nbsp;","text":"Thanks for sharing this information.[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036233287","repostId":"2218242107","repostType":2,"repost":{"id":"2218242107","pubTimestamp":1647089569,"share":"https://ttm.financial/m/news/2218242107?lang=&edition=fundamental","pubTime":"2022-03-12 20:52","market":"us","language":"en","title":"Duke Energy: My Safest Dividend Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2218242107","media":"seekingalpha","summary":"JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Ene","content":"<html><body><p><figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>JamesBrey/iStock via Getty Images</p></figcaption></figure></p> <h2>Introduction</h2> <p>On June 26, 2020, I wrote an article called \"<a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy: One Of The 6 Must-Own Dividend Stocks\". <strong>Duke Energy (DUK)</strong> was indeed <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the first 6 stocks of my dividend growth portfolio, which I established in June of 2020. Now I have 22 different stocks in my portfolio. 2 of them are utilities - the full list can be seen in my Seeking Alpha bio. When I buy stocks I always look for quality first. However, I also look for stocks that I enjoy. Companies that fascinate me. I also own stocks that just make sense. Duke Energy is one of these stocks. I don't know where the stock is trading most of the time. I couldn't even tell you if it's at its all-time high or 5% below it. Duke is boring. And that's a good thing as it's the safest dividend stock in my portfolio. </p><div></div> <p>In this article, I will write a much-needed update and explain why I like Duke so much. </p> <h2>Putting The \"Q\" In Quality...</h2> <p>With a market cap of $81 billion, Duke is America's second-largest regulated electric utility company. Headquartered in Charlotte, North Carolina, the company operates in the Carolinas, Indiana, Ohio, and Kentucky, as well as the Sunshine State, Florida. </p> <p>Duke generates roughly 86% of its earnings from regulated electricity. 9% from gas, and 5% from commercial renewables. </p> <p>Utilities are among the most defensive investments in the world for the obvious reason that people and companies need electricity. The only cyclical aspect of the business is that higher economic growth boosts electricity needs. Industrial and commercial demand is much more volatile than residential demand, which is mainly dependent on secular trends like the adoption of technology and migration. In 2021, the company saw a 1.6% growth rate in electric customers. This came from 1.8% growth in the Carolinas and Florida (both 1.8%) and just 0.8% growth in the <a href=\"https://laohu8.com/S/MDWT\">Midwest</a>. This makes sense as people moved to the Carolinas and Florida (among other states) from higher-taxed states. </p> <p>In 2022, Duke expects to grow total retail electric volumes by 1.5% with up to 2.0% growth in industrial demand due to higher economic output. </p> <p>Meanwhile, the company continues to invest in cleaner energy sources, which is boosting capital expenditures (\"CapEx\") as I will show you in this article, but it lowers overall operating costs. O&amp;M costs have declined by 1.4% per year since 2016 thanks to the transition away from coal, a modernized grid, and the ability of the company to leverage its scale to somewhat offset inflation. </p> <p>In 2021, Duke generated $5.24 in adjusted earnings per share. The company's original guidance was $5.00-$5.30. Through 2026, the company expects to grow earnings by 5-7% per year with $5.45 in EPS in 2022. Duke expects to benefit from the aforementioned increase in customers, and rate increases - among other factors. </p> <p>With that said, there is no reason to buy utility companies for capital gains. However, it is important to buy utility companies that do not dilute shares so much that investors get dividends but end up with high capital losses in case they ever want to sell. The thing is that utility companies issue stock to finance projects. Duke had 700 million shares outstanding in 2017. In 2021, the company had 769 million shares outstanding. While share buybacks enhance the value of every share, issuing shares achieves the opposite. However, that's not a big issue for DUK. While total net income has grown by 110% since 2007, earnings per share have increased by 6%. That may not seem like a lot, but it incorporates the company's massive share dilution during this period.</p><div></div> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_2da8926767f639cb2add98f626f47fa7.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Share dilution is not going to end anytime soon. The company has a $63 billion 5-year CapEx plan. Between 2022 and 2026, the company is expected to spend this much on modernization of its grid and push for net-zero through investments in nuclear, renewables, storage, and hydro. During the 2027-2031 period, CapEx will likely end up above $70 billion. </p> <p><figure><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/11/31557165-16470303827070823.png\"/></span><figcaption><p><span>Duke Energy 4Q21 Investor Presentation</span></p></figcaption></figure></p> <p>The graph below shows the company's funding gap, although the high net debt level messes a bit with the visibility of the other indicators - my apologies for that. What we are looking at is roughly $9.7 billion in gross CapEx last year. Operating cash flow was $8.3 billion. What this means is that the company needs external funds to cover CapEx. Free cash flow has consistently been negative since Duke (and its peers) started to ramp up CapEx after 2014. However, bear in mind that the company also pays a 3.7% dividend yield. This adds another $3.0 billion to the funding gap. Hence, it's no surprise that share dilution has picked up with a surge of almost $28 billion in total long-term debt since 2014. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_260633e41e8dba075beda98187d3c01e.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p><div></div> <p>But then again, please be aware that the company does generate value as earnings per share growth is expected to remain positive - and it was positive in the past as well. </p> <p>It also helps that the company's total equity (total assets minus total liabilities) has been in a steady uptrend, which means money on investments isn't wasted. It ends up as \"value\" on the balance sheet. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_e8db8a726adc990a177e7eea26b04a62.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>In this case, quality is the company's ability to transition its company to net-zero and a modernized infrastructure without sacrificing the balance sheet. The company will do far more than $10 billion in annual CapEx to exit coal by 2035. This will require debt. The good thing is that the company's history has shown that accelerating CapEx is possible without destroying value through debt. In this case, it also comes with stronger earnings growth as the company is hiking prices to invest in renewables. As a result, the company has a BBB/Baa2 balance sheet, a 112% funded pension plan, and cost management that allows for faster earnings growth. </p> <h2>... And The \"Y\" In Yield</h2> <p>High-yield investors have been in a tough spot since the pandemic. Since the pandemic, dividend yields have fallen off a cliff. Prior to the pandemic, the S&amp;P 500 yield used to be close to 2%. Now it's below 1.40%. The high yield <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (VYM) is yielding just 2.9% instead of more than 3.0%, and utilities (XLU) are yielding just 2.8%. DUK's yield is roughly 90 basis points above the XLU yield and 30-40 basis points below its longer-term median. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_be766937fc2090adf8a54a4847633684.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p><div></div> <p>In other words, the definition of \"high yield\" changed after the pandemic. Investors who wanted high yield were more or less forced to buy energy stocks or certain companies they may not have invested in under \"normal\" circumstances. I know for a fact that a lot of the retail traders who I talk to started buying mortgage REITs and high-yield ETFs only for the sake of achieving a higher yield. </p> <p>The graph below shows the difference between Duke's dividend yield and the S&amp;P 500 dividend yield. It's roughly 233 basis points, which is more or less the 5-year average. Also, and with regard to share dilution, the stock has returned the same as the utility ETF and the high-yield vanguard ETF, which includes stocks like PepsiCo (PEP), Coca Cola (KO), and banks like JP Morgan (JPM). If we zoom out further, the performance is slightly worse, but overall, that's a neat total return for a stock with a yield close to 4%. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_721fb234d6a7b181e7f55fec2480bb9e.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Unfortunately, but not unexpected, dividend growth is low. Since 2015, dividends have grown by 3.1% per year. It does beat pre-pandemic inflation and the impact on an already high yield is bigger, but it's not a thing that will get dividend growth investors excited. But that's OK as these numbers are justified by earnings growth and the numbers are sustainable on a long-term basis. </p> <p><figure><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/31557165-16470732035626233.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p><div></div> <p>In terms of valuation, we're dealing with an $81 billion market cap and $68 billion in net debt. That gives us an enterprise value of $149 billion. That's 12.1x this year's EBITDA consensus of $12.3 billion. </p> <p>Historically speaking, that's an \"OK\" price. Nothing to get very excited about, but also not a price that should keep people from buying. Additionally, as the lower half of the chart below shows, utilities seem to be bottoming versus the S&amp;P 500. This is likely because the 10-year yield is losing steam as investors know that \"aggressive\" Fed rate hikes will cause pressure on inflation to rise. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_614cfa05a8cc6bee780a38129c6d59f1.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>The DUK stock price seems to be working on a breakout close to $107-$108. Year-to-date, the stock is up slightly more than 1% versus an 11.6% correction for the S&amp;P 500. I think this breakout could be for real and I would not be surprised if the stock were trading at $110 2-3 months from now. </p> <p><figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_DUKm031360161i.png\"/> </picture><figcaption><p><span>FINVIZ</span></p></figcaption></figure></p> <h2>Takeaway</h2> <p>Duke Energy is one of my favorite stocks in my portfolio - and one of the initial six holdings. The company is extremely boring, which is a good thing. Most of the time I have no idea where it's trading and I do not check its quarterly earnings frequently - unless I'm checking if the company is still on track to generate value as I did in this article.</p><div></div> <p>DUK is a good stock for both high yield dividend investors and dividend growth investors who want to add some higher yield to their portfolio. The company is in fantastic shape and in a good position to achieve multiple things including reaching net-zero without letting high debt destroy its balance sheet, growing its business without neglecting earnings growth, and paying a high dividend without achieving its growth targets.</p> <p>Yes, dividend growth is low, but the yield is giving us a nice premium over the market. And, investors are not buying into a stock without potential capital gains as it does keep up with its utility and high-yield peers. </p> <p>With regard to timing, I think the stock is about to move higher. Regardless of that, I believe DUK is a great company investors can buy and add to almost at any price as outliers to the upside are very rare. The valuation is good and I will likely reinvest some dividends next month.</p> <p>(Dis)agree? Let me know in the comments!</p>\n</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Duke Energy: My Safest Dividend Investment</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\">\nDuke Energy: My Safest Dividend Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-12 20:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Energy: One Of The 6 Must-Own Dividend Stocks\". Duke Energy (DUK) was indeed one of the first 6 stocks ...</p>\n\n<a href=\"https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4532":"文艺复兴科技持仓","BK4177":"软饮料","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SH":"标普500反向ETF","XLU":"公共事业指数ETF-SPDR","BK4566":"资本集团","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4081":"电力公用事业","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","JPM":"摩根大通","BK4550":"红杉资本持仓","KO":"可口可乐","BK4207":"综合性银行","PEP":"百事可乐","BK4561":"索罗斯持仓","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","DUK":"杜克能源","VYM":"红利股ETF-Vanguard"},"source_url":"https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218242107","content_text":"JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Energy: One Of The 6 Must-Own Dividend Stocks\". Duke Energy (DUK) was indeed one of the first 6 stocks of my dividend growth portfolio, which I established in June of 2020. Now I have 22 different stocks in my portfolio. 2 of them are utilities - the full list can be seen in my Seeking Alpha bio. When I buy stocks I always look for quality first. However, I also look for stocks that I enjoy. Companies that fascinate me. I also own stocks that just make sense. Duke Energy is one of these stocks. I don't know where the stock is trading most of the time. I couldn't even tell you if it's at its all-time high or 5% below it. Duke is boring. And that's a good thing as it's the safest dividend stock in my portfolio.  In this article, I will write a much-needed update and explain why I like Duke so much.  Putting The \"Q\" In Quality... With a market cap of $81 billion, Duke is America's second-largest regulated electric utility company. Headquartered in Charlotte, North Carolina, the company operates in the Carolinas, Indiana, Ohio, and Kentucky, as well as the Sunshine State, Florida.  Duke generates roughly 86% of its earnings from regulated electricity. 9% from gas, and 5% from commercial renewables.  Utilities are among the most defensive investments in the world for the obvious reason that people and companies need electricity. The only cyclical aspect of the business is that higher economic growth boosts electricity needs. Industrial and commercial demand is much more volatile than residential demand, which is mainly dependent on secular trends like the adoption of technology and migration. In 2021, the company saw a 1.6% growth rate in electric customers. This came from 1.8% growth in the Carolinas and Florida (both 1.8%) and just 0.8% growth in the Midwest. This makes sense as people moved to the Carolinas and Florida (among other states) from higher-taxed states.  In 2022, Duke expects to grow total retail electric volumes by 1.5% with up to 2.0% growth in industrial demand due to higher economic output.  Meanwhile, the company continues to invest in cleaner energy sources, which is boosting capital expenditures (\"CapEx\") as I will show you in this article, but it lowers overall operating costs. O&M costs have declined by 1.4% per year since 2016 thanks to the transition away from coal, a modernized grid, and the ability of the company to leverage its scale to somewhat offset inflation.  In 2021, Duke generated $5.24 in adjusted earnings per share. The company's original guidance was $5.00-$5.30. Through 2026, the company expects to grow earnings by 5-7% per year with $5.45 in EPS in 2022. Duke expects to benefit from the aforementioned increase in customers, and rate increases - among other factors.  With that said, there is no reason to buy utility companies for capital gains. However, it is important to buy utility companies that do not dilute shares so much that investors get dividends but end up with high capital losses in case they ever want to sell. The thing is that utility companies issue stock to finance projects. Duke had 700 million shares outstanding in 2017. In 2021, the company had 769 million shares outstanding. While share buybacks enhance the value of every share, issuing shares achieves the opposite. However, that's not a big issue for DUK. While total net income has grown by 110% since 2007, earnings per share have increased by 6%. That may not seem like a lot, but it incorporates the company's massive share dilution during this period. Data by YCharts Share dilution is not going to end anytime soon. The company has a $63 billion 5-year CapEx plan. Between 2022 and 2026, the company is expected to spend this much on modernization of its grid and push for net-zero through investments in nuclear, renewables, storage, and hydro. During the 2027-2031 period, CapEx will likely end up above $70 billion.  Duke Energy 4Q21 Investor Presentation The graph below shows the company's funding gap, although the high net debt level messes a bit with the visibility of the other indicators - my apologies for that. What we are looking at is roughly $9.7 billion in gross CapEx last year. Operating cash flow was $8.3 billion. What this means is that the company needs external funds to cover CapEx. Free cash flow has consistently been negative since Duke (and its peers) started to ramp up CapEx after 2014. However, bear in mind that the company also pays a 3.7% dividend yield. This adds another $3.0 billion to the funding gap. Hence, it's no surprise that share dilution has picked up with a surge of almost $28 billion in total long-term debt since 2014.  Data by YCharts But then again, please be aware that the company does generate value as earnings per share growth is expected to remain positive - and it was positive in the past as well.  It also helps that the company's total equity (total assets minus total liabilities) has been in a steady uptrend, which means money on investments isn't wasted. It ends up as \"value\" on the balance sheet.  Data by YCharts In this case, quality is the company's ability to transition its company to net-zero and a modernized infrastructure without sacrificing the balance sheet. The company will do far more than $10 billion in annual CapEx to exit coal by 2035. This will require debt. The good thing is that the company's history has shown that accelerating CapEx is possible without destroying value through debt. In this case, it also comes with stronger earnings growth as the company is hiking prices to invest in renewables. As a result, the company has a BBB/Baa2 balance sheet, a 112% funded pension plan, and cost management that allows for faster earnings growth.  ... And The \"Y\" In Yield High-yield investors have been in a tough spot since the pandemic. Since the pandemic, dividend yields have fallen off a cliff. Prior to the pandemic, the S&P 500 yield used to be close to 2%. Now it's below 1.40%. The high yield Pacer Swan SOS Fund of Funds ETF|ETF (VYM) is yielding just 2.9% instead of more than 3.0%, and utilities (XLU) are yielding just 2.8%. DUK's yield is roughly 90 basis points above the XLU yield and 30-40 basis points below its longer-term median.  Data by YCharts In other words, the definition of \"high yield\" changed after the pandemic. Investors who wanted high yield were more or less forced to buy energy stocks or certain companies they may not have invested in under \"normal\" circumstances. I know for a fact that a lot of the retail traders who I talk to started buying mortgage REITs and high-yield ETFs only for the sake of achieving a higher yield.  The graph below shows the difference between Duke's dividend yield and the S&P 500 dividend yield. It's roughly 233 basis points, which is more or less the 5-year average. Also, and with regard to share dilution, the stock has returned the same as the utility ETF and the high-yield vanguard ETF, which includes stocks like PepsiCo (PEP), Coca Cola (KO), and banks like JP Morgan (JPM). If we zoom out further, the performance is slightly worse, but overall, that's a neat total return for a stock with a yield close to 4%.  Data by YCharts Unfortunately, but not unexpected, dividend growth is low. Since 2015, dividends have grown by 3.1% per year. It does beat pre-pandemic inflation and the impact on an already high yield is bigger, but it's not a thing that will get dividend growth investors excited. But that's OK as these numbers are justified by earnings growth and the numbers are sustainable on a long-term basis.  Seeking Alpha In terms of valuation, we're dealing with an $81 billion market cap and $68 billion in net debt. That gives us an enterprise value of $149 billion. That's 12.1x this year's EBITDA consensus of $12.3 billion.  Historically speaking, that's an \"OK\" price. Nothing to get very excited about, but also not a price that should keep people from buying. Additionally, as the lower half of the chart below shows, utilities seem to be bottoming versus the S&P 500. This is likely because the 10-year yield is losing steam as investors know that \"aggressive\" Fed rate hikes will cause pressure on inflation to rise.  Data by YCharts The DUK stock price seems to be working on a breakout close to $107-$108. Year-to-date, the stock is up slightly more than 1% versus an 11.6% correction for the S&P 500. I think this breakout could be for real and I would not be surprised if the stock were trading at $110 2-3 months from now.    FINVIZ Takeaway Duke Energy is one of my favorite stocks in my portfolio - and one of the initial six holdings. The company is extremely boring, which is a good thing. Most of the time I have no idea where it's trading and I do not check its quarterly earnings frequently - unless I'm checking if the company is still on track to generate value as I did in this article. DUK is a good stock for both high yield dividend investors and dividend growth investors who want to add some higher yield to their portfolio. The company is in fantastic shape and in a good position to achieve multiple things including reaching net-zero without letting high debt destroy its balance sheet, growing its business without neglecting earnings growth, and paying a high dividend without achieving its growth targets. Yes, dividend growth is low, but the yield is giving us a nice premium over the market. And, investors are not buying into a stock without potential capital gains as it does keep up with its utility and high-yield peers.  With regard to timing, I think the stock is about to move higher. Regardless of that, I believe DUK is a great company investors can buy and add to almost at any price as outliers to the upside are very rare. The valuation is good and I will likely reinvest some dividends next month. (Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036347701,"gmtCreate":1647001849449,"gmtModify":1676534186076,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Expect a minimal hike only..","listText":"Expect a minimal hike only..","text":"Expect a minimal hike only..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036347701","repostId":"2218293216","repostType":4,"repost":{"id":"2218293216","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":1646985453,"share":"https://ttm.financial/m/news/2218293216?lang=&edition=fundamental","pubTime":"2022-03-11 15:57","market":"other","language":"en","title":"Australia's Central Bank Tells Borrowers to Prepare for Higher Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293216","media":"Reuters","summary":"SYDNEY, March 11 (Reuters) - Australia's top central banker on Friday cautioned borrowers it would b","content":"<html><head></head><body><p>SYDNEY, March 11 (Reuters) - Australia&#39;s top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.</p><p>Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.</p><p>Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be &#34;earlier&#34; and also scenarios where rates might not rise at all this year.</p><p>Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.</p><p>Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.</p><p>The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.</p><p>Debelle is taking a position in a green energy group founded by the country&#39;s richest man, billionaire miner Andrew Forrest.</p><p>He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.</p><p>Lowe said he was &#34;as shocked as everyone else&#34; by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.</p><p>It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.</p><p>Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.</p><p>An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.</p><p>Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.</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>Australia's Central Bank Tells Borrowers to Prepare for Higher Rates</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\">\nAustralia's Central Bank Tells Borrowers to Prepare for Higher Rates\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\">2022-03-11 15:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SYDNEY, March 11 (Reuters) - Australia&#39;s top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.</p><p>Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.</p><p>Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be &#34;earlier&#34; and also scenarios where rates might not rise at all this year.</p><p>Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.</p><p>Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.</p><p>The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.</p><p>Debelle is taking a position in a green energy group founded by the country&#39;s richest man, billionaire miner Andrew Forrest.</p><p>He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.</p><p>Lowe said he was &#34;as shocked as everyone else&#34; by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.</p><p>It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.</p><p>Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.</p><p>An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.</p><p>Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218293216","content_text":"SYDNEY, March 11 (Reuters) - Australia's top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be \"earlier\" and also scenarios where rates might not rise at all this year.Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.Debelle is taking a position in a green energy group founded by the country's richest man, billionaire miner Andrew Forrest.He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.Lowe said he was \"as shocked as everyone else\" by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038678388,"gmtCreate":1646829334271,"gmtModify":1676534167053,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Slow and steady..","listText":"Slow and steady..","text":"Slow and steady..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038678388","repostId":"1163190583","repostType":4,"repost":{"id":"1163190583","pubTimestamp":1646820505,"share":"https://ttm.financial/m/news/1163190583?lang=&edition=fundamental","pubTime":"2022-03-09 18:08","market":"sg","language":"en","title":"Singapore Stocks Rebound on Wednesday; STI up 1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163190583","media":"businesstimes","summary":"THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.5","content":"<div>\n<p>THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks Rebound on Wednesday; STI up 1.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks Rebound on Wednesday; STI up 1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163190583","content_text":"THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers outnumbered losers 303 to 224, with 1.6 billion shares worth S$1.54 billion changing hands.The rebound came even as most key Asian markets continued to see losses amid rising oil prices.Japan's Nikkei dipped 0.3 per cent, South Korea's Kospi fell 1.1 per cent and Hong Kong's Hang Seng dropped 0.7 per cent, while the FTSE Bursa Malaysia KLCI gained 1 per cent.The way Oanda senior market analyst Jeffrey Halley describes it, market sentiment across Asia is \"fragile at best\".\"Asian markets… will remain glued to their news tickers for any new developments from Ukraine-Russia, or any negative developments that will negatively impact the commodity space,\" Halley said.The top gainers on the STI were local banks UOB and DBS, which climbed 3.7 per cent and 3.3 per cent, respectively. UOB closed S$1.04 higher at S$29.31 while DBS added S$1.03 to end at S$32.26.The other local lender, OCBC, also registered gains. The counter closed 1.4 per cent or S$0.16 higher at S$11.48.At the bottom of the blue-chip index was Genting Singapore, which fell 2 per cent or S$0.015 to S$0.75.Singapore Telecommunications (Singtel) was the most heavily traded counter on the STI. The counter closed 0.4 per cent or S$0.01 higher at S$2.52 with 28.4 million shares traded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038679000,"gmtCreate":1646828841615,"gmtModify":1676534166845,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038679000","repostId":"1185283439","repostType":4,"repost":{"id":"1185283439","pubTimestamp":1646812051,"share":"https://ttm.financial/m/news/1185283439?lang=&edition=fundamental","pubTime":"2022-03-09 15:47","market":"other","language":"en","title":"Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185283439","media":"kalkinemedia","summary":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.5","content":"<html><head></head><body><p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).</p><p>Rio shares closed yesterday&#39;s trading 4.34% lower at AU$120.51 per share on ASX. The company&#39;s shares started this week&#39;s trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.</p><p>On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.</p><p>On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).</p><p>Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC&#39;s allegations vigorously.</p><p>Another essential reason why Rio&#39;s shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022).  Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company&#39;s shares after securing the dividend.</p><p>The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.</p><p><b><i>Rio Tinto’s FY21 results:</i></b></p><p>Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:</p><ul><li>Rio Tinto&#39;s underlying earnings grew 72% to US$21.4 billion.</li><li>Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.</li><li>Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.</li></ul><p>Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).</p></body></html>","source":"lsy1642396333099","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>Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why</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\">\nRio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 15:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why><strong>kalkinemedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading...</p>\n\n<a href=\"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIO.AU":"力拓"},"source_url":"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185283439","content_text":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading 4.34% lower at AU$120.51 per share on ASX. The company's shares started this week's trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC's allegations vigorously.Another essential reason why Rio's shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022).  Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company's shares after securing the dividend.The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.Rio Tinto’s FY21 results:Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:Rio Tinto's underlying earnings grew 72% to US$21.4 billion.Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031474729,"gmtCreate":1646659915582,"gmtModify":1676534147625,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Any opinion?","listText":"Any opinion?","text":"Any opinion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031474729","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It&#39;s not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that&#39;s precisely what&#39;s happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we&#39;re witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I&#39;ll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021&#39;s hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it&#39;s still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian&#39;s trajectory is bound to hit numerous speed bumps and potholes. It&#39;s par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn&#39;t sit well with customers. If Rivian isn&#39;t careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola&#39;s ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company&#39;s potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn&#39;t include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it&#39;s received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it&#39;s not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I&#39;ll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio&#39;s valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn&#39;t make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio&#39;s existing line of EVs, as well as the introduction of three new vehicles. Until now, the company&#39;s premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>&#39;s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world&#39;s largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street&#39;s forecast earnings per share in 2024, it looks like a screaming buy.</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>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4149":"建筑机械与重型卡车","BK4509":"腾讯概念","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NKLA":"Nikola Corporation","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031474122,"gmtCreate":1646659838189,"gmtModify":1676534147609,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Any opinion?","listText":"Any opinion?","text":"Any opinion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031474122","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It&#39;s not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that&#39;s precisely what&#39;s happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we&#39;re witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I&#39;ll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021&#39;s hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it&#39;s still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian&#39;s trajectory is bound to hit numerous speed bumps and potholes. It&#39;s par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn&#39;t sit well with customers. If Rivian isn&#39;t careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola&#39;s ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company&#39;s potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn&#39;t include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it&#39;s received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it&#39;s not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I&#39;ll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio&#39;s valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn&#39;t make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio&#39;s existing line of EVs, as well as the introduction of three new vehicles. Until now, the company&#39;s premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>&#39;s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world&#39;s largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street&#39;s forecast earnings per share in 2024, it looks like a screaming buy.</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>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4149":"建筑机械与重型卡车","BK4509":"腾讯概念","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NKLA":"Nikola Corporation","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9034060161,"gmtCreate":1647736469990,"gmtModify":1676534261162,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"A safer choice..[Sly]&nbsp;","listText":"A safer choice..[Sly]&nbsp;","text":"A safer choice..[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034060161","repostId":"1141762368","repostType":4,"repost":{"id":"1141762368","pubTimestamp":1647662201,"share":"https://ttm.financial/m/news/1141762368?lang=&edition=fundamental","pubTime":"2022-03-19 11:56","market":"us","language":"en","title":"Berkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=1141762368","media":"Barrons","summary":"With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the b","content":"<html><head></head><body><p>With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest rates to about 2% by year-end.</p><p>The company’s earnings in 2023 could rise about 8% simply from the higher yields on its cash,<i>Barron’s</i>estimates.</p><p>Other big companies that should gain are cash-rich Apple and Alphabet (GOOGL). Apple had $203 billion of cash and equivalentsat year-end 2021, and Alphabet was sitting on $139 billion.</p><p>Apple could be earning $4 billion more on its cash by 2023 and Alphabet nearly $3 billion. Higher interest income could boost Apple’s net income by about 3% next year, and Alphabet’s earnings may get a 4% lift.</p><p>Berkshire Hathaway (BRK.A and BRK.B) had $144 billion of cash and equivalents at the end of 2021, excluding about $2.8 billion of cash held at its railroad and utilities businesses.</p><p>Berkshire could be earning $3 billion annually on its cash by the end of this year against an estimated $150 million in 2021 given that the company keeps the bulk of its cash in supersafe Treasury bills, which yielded around 0.1% during 2021.</p><p>Shares of Berkshire have recently reached new highs and are outpacing the S&amp;P 500 index so far this year.</p><p>Berkshire’s class A stock ended Thursday at a record $518,438, up 2.9% on the session. The stock is up 15% this year, against a 7% decline in the S&amp;P 500. Berkshire has moved ahead of the S&amp;P based on 10-year returns in recent weeks. Berkshire’s class B stock ended Thursday at $344.97, up 2.6%.</p><p>Given its cash and exposure to a stronger U.S. economy, Berkshire Hathaway is an attractive haven for investors.</p><p>“I think a rotation into value names, coupled with Berkshire’s exposure to the energy and utility space…and investors’ enthusiasm for Berkshire’s aggressive share buybacks drove the shares’ performance,” Cathy Seifert, a Berkshire analyst at CFRA Research, said in a LinkedIn post.</p><p>Berkshire CEO Warren Buffett takes no chances with Berkshire’s cash. He has been willing to forgo some investment income by holding Treasury bills rather than higher yielding commercial paper or other short-term instruments. T-bills accounted for $120 billion of Berkshire’s $144 billion of cash at year-end, according to Buffett’s annual shareholder letter.</p><p>With Federal Reserve monetary policy makers anticipating that the benchmark federal-funds rate will be about 2% by year-end and moving toward 2.5% or higher in 2023, Berkshire stands to earn $3 billion or more on its cash in 2023.</p><p>Earlier this week, the Fed lifted its target rate on the fed-funds by a quarter percentage point, to a range of 0.25% from 0.50% in the first of what could be seven rate increases this year.</p><p>The anticipated moves could lift Berkshire’s net earnings by $2.25 billion (assuming a 25% total tax rate) in 2023, or 8%, relative to the $27.5 billion that the company netted after taxes from operations in 2021.</p><p>There should be a favorable impact this year as well on Berkshire’s earnings.</p><p>If Treasury bill rates average 1%, Berkshire’s earnings could get lift of more than $1 billion in 2022. That assumes that Berkshire continues to hold so much cash.</p><p>Buffett continues to look for what he has called an “elephant-sized acquisition” and some think he has his eyes on Occidental Petroleum (OXY), in which Berkshire now holds a nearly 15% stake. Such a deal could cost $70 billion.</p><p>Even with the prospect of higher interest income for Berkshire, investors would prefer to see Buffett find a big deal since the returns on an acquisition would likely exceed by far the added interest income.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Berkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBerkshire Hathaway, Apple, and Alphabet Should Gain From Higher Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 11:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest ...</p>\n\n<a href=\"https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","GOOGL":"谷歌A"},"source_url":"https://www.barrons.com/articles/cash-rich-berkshire-hathaway-apple-and-alphabet-should-gain-from-higher-rates-51647614268?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141762368","content_text":"With its enormous cash reserves now earning next to nothing,Berkshire Hathaway could be one of the bigger corporate beneficiaries of the Federal Reserve’s expected moves to raise short-term interest rates to about 2% by year-end.The company’s earnings in 2023 could rise about 8% simply from the higher yields on its cash,Barron’sestimates.Other big companies that should gain are cash-rich Apple and Alphabet (GOOGL). Apple had $203 billion of cash and equivalentsat year-end 2021, and Alphabet was sitting on $139 billion.Apple could be earning $4 billion more on its cash by 2023 and Alphabet nearly $3 billion. Higher interest income could boost Apple’s net income by about 3% next year, and Alphabet’s earnings may get a 4% lift.Berkshire Hathaway (BRK.A and BRK.B) had $144 billion of cash and equivalents at the end of 2021, excluding about $2.8 billion of cash held at its railroad and utilities businesses.Berkshire could be earning $3 billion annually on its cash by the end of this year against an estimated $150 million in 2021 given that the company keeps the bulk of its cash in supersafe Treasury bills, which yielded around 0.1% during 2021.Shares of Berkshire have recently reached new highs and are outpacing the S&P 500 index so far this year.Berkshire’s class A stock ended Thursday at a record $518,438, up 2.9% on the session. The stock is up 15% this year, against a 7% decline in the S&P 500. Berkshire has moved ahead of the S&P based on 10-year returns in recent weeks. Berkshire’s class B stock ended Thursday at $344.97, up 2.6%.Given its cash and exposure to a stronger U.S. economy, Berkshire Hathaway is an attractive haven for investors.“I think a rotation into value names, coupled with Berkshire’s exposure to the energy and utility space…and investors’ enthusiasm for Berkshire’s aggressive share buybacks drove the shares’ performance,” Cathy Seifert, a Berkshire analyst at CFRA Research, said in a LinkedIn post.Berkshire CEO Warren Buffett takes no chances with Berkshire’s cash. He has been willing to forgo some investment income by holding Treasury bills rather than higher yielding commercial paper or other short-term instruments. T-bills accounted for $120 billion of Berkshire’s $144 billion of cash at year-end, according to Buffett’s annual shareholder letter.With Federal Reserve monetary policy makers anticipating that the benchmark federal-funds rate will be about 2% by year-end and moving toward 2.5% or higher in 2023, Berkshire stands to earn $3 billion or more on its cash in 2023.Earlier this week, the Fed lifted its target rate on the fed-funds by a quarter percentage point, to a range of 0.25% from 0.50% in the first of what could be seven rate increases this year.The anticipated moves could lift Berkshire’s net earnings by $2.25 billion (assuming a 25% total tax rate) in 2023, or 8%, relative to the $27.5 billion that the company netted after taxes from operations in 2021.There should be a favorable impact this year as well on Berkshire’s earnings.If Treasury bill rates average 1%, Berkshire’s earnings could get lift of more than $1 billion in 2022. That assumes that Berkshire continues to hold so much cash.Buffett continues to look for what he has called an “elephant-sized acquisition” and some think he has his eyes on Occidental Petroleum (OXY), in which Berkshire now holds a nearly 15% stake. Such a deal could cost $70 billion.Even with the prospect of higher interest income for Berkshire, investors would prefer to see Buffett find a big deal since the returns on an acquisition would likely exceed by far the added interest income.","news_type":1},"isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553658931361428","authorId":"3553658931361428","name":"yaozong7","avatar":"https://community-static.tradeup.com/news/0db82c58fe151c6056334e54bf8ceeee","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553658931361428","authorIdStr":"3553658931361428"},"content":"ginger is better when old","text":"ginger is better when old","html":"ginger is better when old"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038678388,"gmtCreate":1646829334271,"gmtModify":1676534167053,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Slow and steady..","listText":"Slow and steady..","text":"Slow and steady..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038678388","repostId":"1163190583","repostType":4,"repost":{"id":"1163190583","pubTimestamp":1646820505,"share":"https://ttm.financial/m/news/1163190583?lang=&edition=fundamental","pubTime":"2022-03-09 18:08","market":"sg","language":"en","title":"Singapore Stocks Rebound on Wednesday; STI up 1.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163190583","media":"businesstimes","summary":"THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.5","content":"<div>\n<p>THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15\">Web Link</a>\n\n</div>\n","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Stocks Rebound on Wednesday; STI up 1.5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Stocks Rebound on Wednesday; STI up 1.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 18:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15><strong>businesstimes</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/stocks/singapore-stocks-rebound-on-wednesday-sti-up-15","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163190583","content_text":"THE Straits Times Index (STI) reversed from losses earlier in the week to close 1.5 per cent or 46.52 points higher at 3,195.38 points on Wednesday (Mar 9).In the wider Singapore market, gainers outnumbered losers 303 to 224, with 1.6 billion shares worth S$1.54 billion changing hands.The rebound came even as most key Asian markets continued to see losses amid rising oil prices.Japan's Nikkei dipped 0.3 per cent, South Korea's Kospi fell 1.1 per cent and Hong Kong's Hang Seng dropped 0.7 per cent, while the FTSE Bursa Malaysia KLCI gained 1 per cent.The way Oanda senior market analyst Jeffrey Halley describes it, market sentiment across Asia is \"fragile at best\".\"Asian markets… will remain glued to their news tickers for any new developments from Ukraine-Russia, or any negative developments that will negatively impact the commodity space,\" Halley said.The top gainers on the STI were local banks UOB and DBS, which climbed 3.7 per cent and 3.3 per cent, respectively. UOB closed S$1.04 higher at S$29.31 while DBS added S$1.03 to end at S$32.26.The other local lender, OCBC, also registered gains. The counter closed 1.4 per cent or S$0.16 higher at S$11.48.At the bottom of the blue-chip index was Genting Singapore, which fell 2 per cent or S$0.015 to S$0.75.Singapore Telecommunications (Singtel) was the most heavily traded counter on the STI. The counter closed 0.4 per cent or S$0.01 higher at S$2.52 with 28.4 million shares traded.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9013001229,"gmtCreate":1648649272305,"gmtModify":1676534371227,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"😲 omg","listText":"😲 omg","text":"😲 omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9013001229","repostId":"1108370510","repostType":4,"repost":{"id":"1108370510","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648647108,"share":"https://ttm.financial/m/news/1108370510?lang=&edition=fundamental","pubTime":"2022-03-30 21:31","market":"us","language":"en","title":"U.S. Stocks Open Slightly Lower After 4-Day String of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1108370510","media":"Tiger Newspress","summary":"U.S. stocks moved slightly lower on Wednesday after the Dow and S&P 500 extended their rally in the ","content":"<html><head></head><body><p>U.S. stocks moved slightly lower on Wednesday after the Dow and S&amp;P 500 extended their rally in the previous session, even as fears of an inverted yield curve sparked recession concerns and investors continued watching developments play out in Ukraine.</p><p>The Dow Jones Industrial Average slipped by 32 points, or 0.1%. The S&amp;P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.</p><p>Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.</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>U.S. Stocks Open Slightly Lower After 4-Day String of Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Open Slightly Lower After 4-Day String of Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-30 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks moved slightly lower on Wednesday after the Dow and S&amp;P 500 extended their rally in the previous session, even as fears of an inverted yield curve sparked recession concerns and investors continued watching developments play out in Ukraine.</p><p>The Dow Jones Industrial Average slipped by 32 points, or 0.1%. The S&amp;P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.</p><p>Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108370510","content_text":"U.S. stocks moved slightly lower on Wednesday after the Dow and S&P 500 extended their rally in the previous session, even as fears of an inverted yield curve sparked recession concerns and investors continued watching developments play out in Ukraine.The Dow Jones Industrial Average slipped by 32 points, or 0.1%. The S&P 500 fell 0.2%, and Nasdaq Composite lost 0.4%.Shares of chipmaker Micron rose 4% after the company beat estimates on the top and bottom lines. Apparel stock Lululemon jumped 7% after issuing upbeat guidance and announcing a share buyback program.","news_type":1},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034063514,"gmtCreate":1647736919680,"gmtModify":1676534261293,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"I like your comment&nbsp; written like a pro..[Surprised]&nbsp;[Surprised]&nbsp;","listText":"I like your comment&nbsp; written like a pro..[Surprised]&nbsp;[Surprised]&nbsp;","text":"I like your comment written like a pro..[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034063514","repostId":"2220772443","repostType":4,"repost":{"id":"2220772443","pubTimestamp":1647668140,"share":"https://ttm.financial/m/news/2220772443?lang=&edition=fundamental","pubTime":"2022-03-19 13:35","market":"us","language":"en","title":"Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2220772443","media":"MarketWatch","summary":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Si","content":"<html><head></head><body><p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic Strategy</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b6710679b3aae2d6e541f6cc271d9a\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Motorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.</span></p><p>Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.</p><p>Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.</p><p>Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.</p><p>Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d9f2a175dd3688f27a4dc2f91b128cc\" tg-width=\"700\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”</p><p>“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”</p><p>The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.</p><p>The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.</p><p>But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.</p><p>The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7e753dbfc786ce88d4949a0efd9828b\" tg-width=\"700\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>Datastream, Haver Analytics, Goldman Sachs Global Investment Research</span></p><p>A combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.</p><p>To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase &amp; Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”</p><p>“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”</p><p>On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStagflation Is Raising the Risk of `Lost Decade' for 60/40 Portfolio of Stocks and Bonds, Goldman Sachs Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station ...</p>\n\n<a href=\"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/stagflation-is-raising-the-risk-of-lost-decade-for-60-40-portfolio-of-stocks-and-bonds-goldman-sachs-says-11647624998?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220772443","content_text":"‘The demise of the 60/40 portfolio has been a long time coming, and it’s finally here,’ says John Silvia  of Dynamic Economic StrategyMotorists lined up on Thursday for free gas at a filling station in the Humboldt Park neighborhood of Chicago after businessman Willie Wilson promised to give away $200,000 in gas at a variety of stations.Rising stagflation risks in the U.S. and Europe are raising the possibility of a “lost decade” for the 60/40 portfolio mix of stocks and bonds, historically seen as a reliable investing choice for those with moderate risk appetites.Such a “lost decade” is defined as an extended period of poor real returns, says Goldman Sachs Group Inc. portfolio strategist Christian Mueller-Glissmann and his colleagues Cecilia Mariotti and Andrea Ferrario. Since the start of 2022, 60/40 portfolios in the U.S. and Europe are down more than 10% in real terms, the Goldman team wrote in a note released Friday.Risks of slower growth plus inflation are being amplified by the ongoing the conflict between Russia and Ukraine, and are already taking a toll on many investors. The three major U.S. stock indexes are off by 5% to 12% this year, with the tech-heavy Nasdaq Composite dropping the most. Meanwhile, bonds are also having a rough time — with the 10-year Treasury note putting in its worst year-over-year performance since 2013 as of Thursday, which has pushed its yield above 2.1%. That’s diminished the performance of the 60% allocation to equities and 40% allocation to bonds.Signs of stagflation worries are evident in rates markets. The 10-year U.S. breakeven inflation rate, a gauge of inflation expectations, has reached its highest level since the 1990s, according to Goldman Sachs. Meanwhile, inflation-adjusted real yields remain near their lowest levels in decades, reflecting pessimism about economic growth in coming years. And the widely followed spread between 2-year and 10-year Treasury yields is inching its way closer to an inversion, typically a harbinger of recession.Datastream, Haver Analytics, Goldman Sachs Global Investment Research“The No. 1 problem with the 60/40 portfolio is that the pace of inflation means real returns on the bond side will be negative,” said John Silvia, founder and chief executive of Dynamic Economic Strategy in Captiva Island, Fla. “And slower economic growth means slower profit growth, which means the stock side of the portfolio gets hit as well.”“So the total portfolio performance will probably be disappointing relative to past years, and it could entirely last a full decade,” Silvia said via phone. “The reason is that you’ve had arbitrarily low interest rates for four to five years, and a lot of speculation in the marketplace with people reaching for yield. The demise of the 60/40 portfolio has been a long time coming, and it’s finally here.”The lost decade envisioned by Goldman Sachs marks a turnabout from the last cycle, which benefited from what Mueller-Glissmann and colleagues call a “structural ‘Goldilocks’ regime.” That’s when low inflation and real rates boosted valuations and profit growth, despite relatively weak economic growth. Equities and bonds each performed well side-by-side — with real returns on the 60/40 mix coming in at roughly 7% to 8% each year during the last cycle, compared with a 5% long-run average, they said.The thinking behind the 60/40 mix in the first place has been the notion that bonds can act as ballast to the riskiness inherent in equities. Private pension plans are one investor category that has continued to cling to the mix and have “rarely deviated from it,” according to Deutsche Bank researchers.But lost decades are more common than many think, according to Mueller-Glissmann, Mariotti and Ferrario. They’ve occurred during World War I, World War II and the 1970s — following strong bull markets marked by elevated valuations. And the likelihood of a lost decade rises in the face of stagflation, they said.The following chart reflects 1-year and 10-year drawdowns in the 60/40 portfolio through the decades.Datastream, Haver Analytics, Goldman Sachs Global Investment ResearchA combination of other investments can help reduce the risk of another 60/40 lost decade for investors, the Goldman team said. They include allocations to “real assets” such as commodities, real estate and infrastructure, as well as greater diversification in overseas markets. Investors should also consider value and high-dividend-yielding stocks, as well as convertible bonds, according to Goldman.To be sure, not everyone’s on board with the idea of a prolonged period of poor 60/40 returns. Thomas Salopek, a strategist at JPMorgan Chase & Co. who warned in January that the 60/40 mix was “in danger,” says he thinks the U.S. will avoid actual stagflation. “We believe,” he said, “there will be no lost decade for the 60/40.”“For now, the environment is still high growth and high inflation,” he wrote in an email to MarketWatch on Friday. With yields historically rising during a Fed rate-hike cycle, “there is a healthy stock vs. bond risk premium that can finally be harvested as risk aversion recedes. So stock outperformance should more than make up for bond weakness, once risk appetite recovers.”On Friday, Treasury yields turned mixed as investors factored in the prospects of slower growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035687439,"gmtCreate":1647583149738,"gmtModify":1676534247679,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Continue to monitor..","listText":"Continue to monitor..","text":"Continue to monitor..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035687439","repostId":"1161023565","repostType":4,"repost":{"id":"1161023565","pubTimestamp":1647581795,"share":"https://ttm.financial/m/news/1161023565?lang=&edition=fundamental","pubTime":"2022-03-18 13:36","market":"other","language":"en","title":"ASX Close: Oilers Steer Market to Third Day of Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1161023565","media":"the market herald","summary":"A third day of gains lifted the share market to its highest close in a month as a rebound in commodi","content":"<html><head></head><body><p>A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.</p><p>The <b>S&amp;P/ASX 200</b> rallied 44 points or 0.6 percent to 7294. The index closed less than two points below last month’s high.</p><p>Woodside Petroleum, Santos and Rio Tinto were the pick of the resource giants following gains in crude, iron ore and metals. Tech and speculative stocks also advanced in a sign of improving risk appetite.</p><p>What moved the market</p><p>The Australian benchmark logged its highest close since February 17 after Wall Street took the launch of a new rate hiking cycle in its stride and China announced plans to limit the economic impact of Covid controls.</p><p>“The ASX couldn’t quite reach our 7300 target today, but… it has closed at a 4-week high, with energy stocks putting on a good show today as they bounced in line with oil prices. And a quick look at the sector suggests it has seen its corrective low and momentum has realigned with its bullish trend,” City Index senior market analyst Matt Simpson said.</p><p>The <b>Dow</b> and <b>S&amp;P 500</b> climbed 1.23 percent overnight to a third straight gain. The Nasdaq Composite put on 1.33 percent a day after the Federal Reserve lifted its target rate and mapped out plans to raise at each meeting.</p><p>“Investors seem relieved after they received some clarity regarding Fed’s next steps forward on tightening <b>monetary policy</b>,” Kunal Sawhney, chief executive officer of research group Kalkine, said.</p><p>“The share market further cheered easing concerns around the prospects of <b>Russian bond default</b> after investors received foreign-debt payments. Russia managed to keep a potential sovereign default at bay by paying a $117 million interest order on dollar-denominated sovereign bonds.”</p><p><b>Commodity prices</b> rebounded after Russia hosed down ceasefire expectations. A Kremlin spokesman said reports of “substantial progress” in peace talks with Ukraine were “wrong”.</p><p><b>Crude oil</b> jumped back above US$100 a barrel. Natural gas, wheat, gold and most industrial metals also rallied.</p><p>Risk appetite has recovered strongly this week, but the next few sessions will be crucial, according to the chief economist of ACY Securities. </p><p>Winners’ circle</p><p>The ASX <b>energy</b> sector took the lead, mirroring the sector’s outperformance on Wall Street overnight. <b>Woodside Petroleum</b> climbed 2.68 percent to a four-session high as traders speculated this week’s reversal in crude may have run its course. Beach Energy tacked on 1.62 percent. Santos added 1.89 percent.</p><p>Uranium miner <b>Paladin Energy</b> climbed 7.01 percent. The price of uranium has jumped around 40 percent since Russia invaded Ukraine. Bannerman Energy gained 10.87 percent, Toro Energy 10.53 percent and Alligator Energy 8.33 percent.</p><p>AVZ Minerals climbed 8.28 percent, Liontown Resources 7.79 percent and Lynas Rare Earths 3.71 percent. At the heavyweight end, Fortescue Metals put on 2.2 percent, Rio Tinto 1.61 percent and BHP 1.25 percent.</p><p><b>Vulcan Energy</b> rallied 5.54 percent to a five-week high after updating shareholders on its Zero Carbon Lithium project in Germany. The miner intends to start commissioning a demo plant by mid-year and finalise a detailed feasibility study by the second half of the year.</p><p>Beaten-up <b>growth stocks</b> rallied after JPMorgan’s influential stock guru Marko Kolanovic said it was time to buy. Unprofitable “innovation stocks” have fallen up to 80 percent in the US since Kolanovic forecast a correction last year.</p><p>“We think it is time to start adding risk in many areas that overshot on the downside year-to-date,” Kolanovic said.</p><p>Here, Afterpay parent Block climbed 7.23 percent, Novonix 6.19 percent and Telix Pharmaceuticals 6.24 percent.</p><p><b>QBE</b> added 1.65 percent after a boardroom reshuffle. Yasmin Allen will join as non-executive director. John Green and Stephen Fitzgerald will retire.</p><p>Doghouse</p><p><b>Star Entertainment</b> slumped 3.63 percent to a 17-month low after hearings into the group’s fitness to hold a casino licence in Sydney generated allegations of disguised transactions and potential money laundering.</p><p>The casino was accused yesterday of reporting gambling funds as accommodation expenses. The company told the ASX it was cooperating with the review and would not comment while hearings were ongoing.</p><p>News of a share selldown by <b>Megaport</b> founder Bevan Slattery sent the share price down 8.06 percent. Slattery sold three million shares worth more than $39 million. He retained around 8.07 million shares in the company.</p><p><b>Abacus Property Group</b> retreated 5.9 percent to $3.35 after raising $200 million from institutional investors at $3.38 per share. The funds will go towards settling acquisitions and expanding the group’s self storage portfolio.</p><p>Vaccine-maker <b>IDT</b> skidded 10.26 percent after missing out on a government grant to help manufacture mRNA Covid vaccines in Australia. The company said it hoped to secure funds in Round 2 of the Modern Manufacturing Initiative.</p><p>Among stocks trading <b>ex-dividend</b>, Carsales.com shed 1.77 percent. HUB24 gained 0.8 percent.</p><p>Logistics firm <b>Qube</b> finished flat after the competition regulator held off on court action over the acquisition of Newcastle Agri Terminal but warned it would monitor developments. The ACCC said the acquisition was completed before it could be properly reviewed.</p><p>Other markets</p><p><b>Asian markets</b> were mixed. The Asia Dow dropped 0.4 percent, China’s Shanghai Composite 0.22 percent and Hong Kong’s Hang Seng 2.38 percent. Japan’s Nikkei added 0.38 percent.</p><p><b>US futures</b> faded after three days of strong gains. S&amp;P 500 futures declined 29 points or 0.66 percent.</p><p><b>Oil</b> added to last night’s 8.8 percent rebound. Brent crude rose US$2.36 or 2.2 percent to US$109 a barrel.</p><p><b>Gold</b> dipped US$8.40 or 0.43 percent to US$1,934.80 an ounce.</p><p>The <b>dollar</b> eased 0.02 percent to 73.8 US cents after rising more than 1 percent overnight.</p></body></html>","source":"lsy1645078131697","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>ASX Close: Oilers Steer Market to Third Day of Gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nASX Close: Oilers Steer Market to Third Day of Gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/><strong>the market herald</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.The S&P/ASX 200 rallied 44 points or 0.6 percent to ...</p>\n\n<a href=\"https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"https://themarketherald.com.au/asx-close-oilers-steer-market-to-third-day-of-gains-2022-03-18/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161023565","content_text":"A third day of gains lifted the share market to its highest close in a month as a rebound in commodity prices boosted mining and energy companies.The S&P/ASX 200 rallied 44 points or 0.6 percent to 7294. The index closed less than two points below last month’s high.Woodside Petroleum, Santos and Rio Tinto were the pick of the resource giants following gains in crude, iron ore and metals. Tech and speculative stocks also advanced in a sign of improving risk appetite.What moved the marketThe Australian benchmark logged its highest close since February 17 after Wall Street took the launch of a new rate hiking cycle in its stride and China announced plans to limit the economic impact of Covid controls.“The ASX couldn’t quite reach our 7300 target today, but… it has closed at a 4-week high, with energy stocks putting on a good show today as they bounced in line with oil prices. And a quick look at the sector suggests it has seen its corrective low and momentum has realigned with its bullish trend,” City Index senior market analyst Matt Simpson said.The Dow and S&P 500 climbed 1.23 percent overnight to a third straight gain. The Nasdaq Composite put on 1.33 percent a day after the Federal Reserve lifted its target rate and mapped out plans to raise at each meeting.“Investors seem relieved after they received some clarity regarding Fed’s next steps forward on tightening monetary policy,” Kunal Sawhney, chief executive officer of research group Kalkine, said.“The share market further cheered easing concerns around the prospects of Russian bond default after investors received foreign-debt payments. Russia managed to keep a potential sovereign default at bay by paying a $117 million interest order on dollar-denominated sovereign bonds.”Commodity prices rebounded after Russia hosed down ceasefire expectations. A Kremlin spokesman said reports of “substantial progress” in peace talks with Ukraine were “wrong”.Crude oil jumped back above US$100 a barrel. Natural gas, wheat, gold and most industrial metals also rallied.Risk appetite has recovered strongly this week, but the next few sessions will be crucial, according to the chief economist of ACY Securities. Winners’ circleThe ASX energy sector took the lead, mirroring the sector’s outperformance on Wall Street overnight. Woodside Petroleum climbed 2.68 percent to a four-session high as traders speculated this week’s reversal in crude may have run its course. Beach Energy tacked on 1.62 percent. Santos added 1.89 percent.Uranium miner Paladin Energy climbed 7.01 percent. The price of uranium has jumped around 40 percent since Russia invaded Ukraine. Bannerman Energy gained 10.87 percent, Toro Energy 10.53 percent and Alligator Energy 8.33 percent.AVZ Minerals climbed 8.28 percent, Liontown Resources 7.79 percent and Lynas Rare Earths 3.71 percent. At the heavyweight end, Fortescue Metals put on 2.2 percent, Rio Tinto 1.61 percent and BHP 1.25 percent.Vulcan Energy rallied 5.54 percent to a five-week high after updating shareholders on its Zero Carbon Lithium project in Germany. The miner intends to start commissioning a demo plant by mid-year and finalise a detailed feasibility study by the second half of the year.Beaten-up growth stocks rallied after JPMorgan’s influential stock guru Marko Kolanovic said it was time to buy. Unprofitable “innovation stocks” have fallen up to 80 percent in the US since Kolanovic forecast a correction last year.“We think it is time to start adding risk in many areas that overshot on the downside year-to-date,” Kolanovic said.Here, Afterpay parent Block climbed 7.23 percent, Novonix 6.19 percent and Telix Pharmaceuticals 6.24 percent.QBE added 1.65 percent after a boardroom reshuffle. Yasmin Allen will join as non-executive director. John Green and Stephen Fitzgerald will retire.DoghouseStar Entertainment slumped 3.63 percent to a 17-month low after hearings into the group’s fitness to hold a casino licence in Sydney generated allegations of disguised transactions and potential money laundering.The casino was accused yesterday of reporting gambling funds as accommodation expenses. The company told the ASX it was cooperating with the review and would not comment while hearings were ongoing.News of a share selldown by Megaport founder Bevan Slattery sent the share price down 8.06 percent. Slattery sold three million shares worth more than $39 million. He retained around 8.07 million shares in the company.Abacus Property Group retreated 5.9 percent to $3.35 after raising $200 million from institutional investors at $3.38 per share. The funds will go towards settling acquisitions and expanding the group’s self storage portfolio.Vaccine-maker IDT skidded 10.26 percent after missing out on a government grant to help manufacture mRNA Covid vaccines in Australia. The company said it hoped to secure funds in Round 2 of the Modern Manufacturing Initiative.Among stocks trading ex-dividend, Carsales.com shed 1.77 percent. HUB24 gained 0.8 percent.Logistics firm Qube finished flat after the competition regulator held off on court action over the acquisition of Newcastle Agri Terminal but warned it would monitor developments. The ACCC said the acquisition was completed before it could be properly reviewed.Other marketsAsian markets were mixed. The Asia Dow dropped 0.4 percent, China’s Shanghai Composite 0.22 percent and Hong Kong’s Hang Seng 2.38 percent. Japan’s Nikkei added 0.38 percent.US futures faded after three days of strong gains. S&P 500 futures declined 29 points or 0.66 percent.Oil added to last night’s 8.8 percent rebound. Brent crude rose US$2.36 or 2.2 percent to US$109 a barrel.Gold dipped US$8.40 or 0.43 percent to US$1,934.80 an ounce.The dollar eased 0.02 percent to 73.8 US cents after rising more than 1 percent overnight.","news_type":1},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036347701,"gmtCreate":1647001849449,"gmtModify":1676534186076,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Expect a minimal hike only..","listText":"Expect a minimal hike only..","text":"Expect a minimal hike only..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036347701","repostId":"2218293216","repostType":4,"repost":{"id":"2218293216","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":1646985453,"share":"https://ttm.financial/m/news/2218293216?lang=&edition=fundamental","pubTime":"2022-03-11 15:57","market":"other","language":"en","title":"Australia's Central Bank Tells Borrowers to Prepare for Higher Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2218293216","media":"Reuters","summary":"SYDNEY, March 11 (Reuters) - Australia's top central banker on Friday cautioned borrowers it would b","content":"<html><head></head><body><p>SYDNEY, March 11 (Reuters) - Australia&#39;s top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.</p><p>Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.</p><p>Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be &#34;earlier&#34; and also scenarios where rates might not rise at all this year.</p><p>Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.</p><p>Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.</p><p>The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.</p><p>Debelle is taking a position in a green energy group founded by the country&#39;s richest man, billionaire miner Andrew Forrest.</p><p>He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.</p><p>Lowe said he was &#34;as shocked as everyone else&#34; by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.</p><p>It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.</p><p>Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.</p><p>An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.</p><p>Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.</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>Australia's Central Bank Tells Borrowers to Prepare for Higher Rates</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\">\nAustralia's Central Bank Tells Borrowers to Prepare for Higher Rates\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\">2022-03-11 15:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SYDNEY, March 11 (Reuters) - Australia&#39;s top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.</p><p>Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.</p><p>Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be &#34;earlier&#34; and also scenarios where rates might not rise at all this year.</p><p>Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.</p><p>Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.</p><p>The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.</p><p>Debelle is taking a position in a green energy group founded by the country&#39;s richest man, billionaire miner Andrew Forrest.</p><p>He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.</p><p>Lowe said he was &#34;as shocked as everyone else&#34; by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.</p><p>It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.</p><p>Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.</p><p>An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.</p><p>Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XJO.AU":"标普/澳交所 200指数","XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218293216","content_text":"SYDNEY, March 11 (Reuters) - Australia's top central banker on Friday cautioned borrowers it would be prudent to prepare for a rise in interest rates this year with inflation set to increase due to the recent surge in global commodity prices.Speaking at a banking conference, Reserve Bank of Australia Governor Philip Lowe noted core inflation in Australia was still modest at 2.6% and wages were growing only gradually, which allowed time before a hike.Asked if a rate rise could come as early as June, Lowe said he did not want to specify a month but there were plausible scenarios where it might be \"earlier\" and also scenarios where rates might not rise at all this year.Financial markets are wagering heavily on a first rise in the 0.1% cash rate by June, partly because the U.S. Federal Reserve is widely expected to lift rates next week and several other major central banks have already tightened.Lowe noted that as the RBA had not raised rates since late 2010, many borrowers in Australia had never seen a tightening cycle, which might prove to be an uncomfortable experience.The decision on policy has been further complicated by the surprise resignation on Thursday of RBA Deputy Governor Guy Debelle after 25 years at the central bank.Debelle is taking a position in a green energy group founded by the country's richest man, billionaire miner Andrew Forrest.He has been a key member of the nine-member RBA Board that sets policy and is well respected by markets.Lowe said he was \"as shocked as everyone else\" by the decision, but it seemed Debelle felt he could help Australians by taking action on climate change through this new job.It is now up to Treasurer Josh Frydenberg to pick a successor. Typically they come from within the RBA.Asked about a possible replacement, Lowe said there was a deep team of qualified candidates within the central bank, but the Treasurer could choose an external candidate if desired.An extra wrinkle is that a national election is due in May and once it is called, likely in April, the government goes into caretaker mode and would not be expected to make such an important appointment.Lowe said he hoped a choice would be made before the caretaker provisions came into effect, but that was up to the Treasurer.","news_type":1},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035687852,"gmtCreate":1647583012752,"gmtModify":1676534247667,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035687852","repostId":"1183836493","repostType":4,"repost":{"id":"1183836493","pubTimestamp":1647560455,"share":"https://ttm.financial/m/news/1183836493?lang=&edition=fundamental","pubTime":"2022-03-18 07:40","market":"us","language":"en","title":"Stock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event","url":"https://stock-news.laohu8.com/highlight/detail?id=1183836493","media":"Bloomberg","summary":"Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify mark","content":"<html><head></head><body><ul><li>Equity options expire Friday amid rebalancing of benchmarks</li><li>Options dealers seen helping amplify market moves, up and down</li></ul><p>Wall Street traders are bracing for fresh equity-market fireworks Friday after another week of global turbulence.</p><p>In a quarterly event known as triple witching, roughly $3.5 trillion of single-stock and index-level options are set to expire, according to Goldman Sachs Group Inc. At the same time, more near-the-money options are maturing than at any time since 2019 -- suggesting a bevy of investors will actively trade around those positions.</p><p>And once again, this triple witching coincides with a rebalancing of benchmark indexes including the S&amp;P 500 -- a combination that tends to spark single-day volumes that rank among the highest of the year. According to an estimate from Howard Silverblatt, senior index analyst at S&amp;P Dow Jones Indices, the rebalance in the index alone could spur $33 billion of stock trades.</p><p><img src=\"https://static.tigerbbs.com/b2afe5b83f1f1bb8ef264fe0f4559f06\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>Friday’s session lands just as the S&amp;P 500 regains its footing with a three-day jump, buoyed by the Federal Reserve’s optimism the economy can withstand rate hikes and China’s promise to bolster its financial markets. Yet in the telling of derivatives pros, the rally has been fueled by dealers covering short positions to balance exposures while demand for stock hedges is elevated.</p><p>Now as many contracts expire, the key question is whether investors will rebuild their holdings of protective puts amid growth concerns and the war in Ukraine -- or will they chase the market rebound with call contracts.</p><p>“I’ve never seen an environment where you’ve had so many potential overhangs in the market that can not be controlled,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “We’ll see if people can see to redeploy their puts.”</p><p><img src=\"https://static.tigerbbs.com/3b29822b3a2eb1e7f78ec7e2eef073d6\" tg-width=\"930\" tg-height=\"523\" width=\"100%\" height=\"auto\"/></p><p>The S&amp;P 500 has climbed almost 6% over past three sessions in the best rally since 2020, as the likes of Marko Kolanovic at JPMorgan Chase &amp; Co. urge investors to go all-in.</p><p>Exploding derivatives volume has been a fixture of the post-pandemic market -- whipsawing underlying stocks in both directions, again and again. To strategists including Charlie McElligott at Nomura Holdings, this week’s advance in the S&amp;P 500 has again been amplified by the hedging activity of market-makers.</p><p>It’s a complicated process, but it works roughly like this: When a dealer sells a put option, it’s essentially taking a bet on the underlying asset to go up. To offset this unwanted directional risk, the market-maker typically sells some of the asset to maintain a neutral position. When the put options expire or get exercised, it will reverse those hedging moves -- potentially creating a tailwind for the asset.</p><p>Another factor involving dealers is their current “short gamma” or “short delta” position that requires them to go with prevailing market trends: Buy stocks when they go up and sell when they fall.</p><p>At the start of the week, their exposure on S&amp;P 500 products sat at a level near the maximum “short gamma” relative to history, according to estimates by McElligott, a cross-asset strategist at Nomura. Three days later, that has turned into “zero gamma.” Along the way, dealers were forced to buy back stocks and close their short positions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9718226742bd28209fda2fe802189336\" tg-width=\"1000\" tg-height=\"612\" width=\"100%\" height=\"auto\"/><span>Source: Goldman SachsSource: Goldman Sachs</span></p><p>With market sentiment weak and institutional-fund exposure to equities near mutliyear lows, caution in the derivatives market is everywhere. The 20-day average of the Cboe put-call ratio for equities, for example, hovers near a two-year high.</p><p>“We see a general trend of continued risk aversion among investors, and expectations that the stock market remains volatile,” said Steve Sears, president at Options Solutions. “There are so many major events that could change the market’s tempo that hedging and patient fortitude appears to be the message from the options market.”</p><p>Options either far out of money or in the money receive less attention on Wall Street around expiration dates. Now with an unusually large number of S&amp;P 500 contracts sitting close to the spot price this time round, trading activity on Friday looks set to be more frenetic than usual, according to Goldman strategist Rocky Fishman.</p><p>“The most interesting is options that are near the money, since as we approach expiration, there’s uncertainty about whether or not they end up in the money,” he said. “That uncertainty can lead investors to actively trade around those positions.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event</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\">\nStock Traders Brace for a $3.5 Trillion ‘Triple Witching’ Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify market moves, up and downWall Street traders are bracing for fresh equity-market fireworks Friday after ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-03-17/stock-traders-brace-for-a-3-5-trillion-triple-witching-event?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183836493","content_text":"Equity options expire Friday amid rebalancing of benchmarksOptions dealers seen helping amplify market moves, up and downWall Street traders are bracing for fresh equity-market fireworks Friday after another week of global turbulence.In a quarterly event known as triple witching, roughly $3.5 trillion of single-stock and index-level options are set to expire, according to Goldman Sachs Group Inc. At the same time, more near-the-money options are maturing than at any time since 2019 -- suggesting a bevy of investors will actively trade around those positions.And once again, this triple witching coincides with a rebalancing of benchmark indexes including the S&P 500 -- a combination that tends to spark single-day volumes that rank among the highest of the year. According to an estimate from Howard Silverblatt, senior index analyst at S&P Dow Jones Indices, the rebalance in the index alone could spur $33 billion of stock trades.Friday’s session lands just as the S&P 500 regains its footing with a three-day jump, buoyed by the Federal Reserve’s optimism the economy can withstand rate hikes and China’s promise to bolster its financial markets. Yet in the telling of derivatives pros, the rally has been fueled by dealers covering short positions to balance exposures while demand for stock hedges is elevated.Now as many contracts expire, the key question is whether investors will rebuild their holdings of protective puts amid growth concerns and the war in Ukraine -- or will they chase the market rebound with call contracts.“I’ve never seen an environment where you’ve had so many potential overhangs in the market that can not be controlled,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “We’ll see if people can see to redeploy their puts.”The S&P 500 has climbed almost 6% over past three sessions in the best rally since 2020, as the likes of Marko Kolanovic at JPMorgan Chase & Co. urge investors to go all-in.Exploding derivatives volume has been a fixture of the post-pandemic market -- whipsawing underlying stocks in both directions, again and again. To strategists including Charlie McElligott at Nomura Holdings, this week’s advance in the S&P 500 has again been amplified by the hedging activity of market-makers.It’s a complicated process, but it works roughly like this: When a dealer sells a put option, it’s essentially taking a bet on the underlying asset to go up. To offset this unwanted directional risk, the market-maker typically sells some of the asset to maintain a neutral position. When the put options expire or get exercised, it will reverse those hedging moves -- potentially creating a tailwind for the asset.Another factor involving dealers is their current “short gamma” or “short delta” position that requires them to go with prevailing market trends: Buy stocks when they go up and sell when they fall.At the start of the week, their exposure on S&P 500 products sat at a level near the maximum “short gamma” relative to history, according to estimates by McElligott, a cross-asset strategist at Nomura. Three days later, that has turned into “zero gamma.” Along the way, dealers were forced to buy back stocks and close their short positions.Source: Goldman SachsSource: Goldman SachsWith market sentiment weak and institutional-fund exposure to equities near mutliyear lows, caution in the derivatives market is everywhere. The 20-day average of the Cboe put-call ratio for equities, for example, hovers near a two-year high.“We see a general trend of continued risk aversion among investors, and expectations that the stock market remains volatile,” said Steve Sears, president at Options Solutions. “There are so many major events that could change the market’s tempo that hedging and patient fortitude appears to be the message from the options market.”Options either far out of money or in the money receive less attention on Wall Street around expiration dates. Now with an unusually large number of S&P 500 contracts sitting close to the spot price this time round, trading activity on Friday looks set to be more frenetic than usual, according to Goldman strategist Rocky Fishman.“The most interesting is options that are near the money, since as we approach expiration, there’s uncertainty about whether or not they end up in the money,” he said. “That uncertainty can lead investors to actively trade around those positions.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036233287,"gmtCreate":1647099682521,"gmtModify":1676534194929,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Thanks for sharing this information.[Like]&nbsp;[Like]&nbsp;","listText":"Thanks for sharing this information.[Like]&nbsp;[Like]&nbsp;","text":"Thanks for sharing this information.[Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036233287","repostId":"2218242107","repostType":2,"repost":{"id":"2218242107","pubTimestamp":1647089569,"share":"https://ttm.financial/m/news/2218242107?lang=&edition=fundamental","pubTime":"2022-03-12 20:52","market":"us","language":"en","title":"Duke Energy: My Safest Dividend Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2218242107","media":"seekingalpha","summary":"JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Ene","content":"<html><body><p><figure><picture> <img height=\"1024px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/188027740/image_188027740.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>JamesBrey/iStock via Getty Images</p></figcaption></figure></p> <h2>Introduction</h2> <p>On June 26, 2020, I wrote an article called \"<a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Energy: One Of The 6 Must-Own Dividend Stocks\". <strong>Duke Energy (DUK)</strong> was indeed <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the first 6 stocks of my dividend growth portfolio, which I established in June of 2020. Now I have 22 different stocks in my portfolio. 2 of them are utilities - the full list can be seen in my Seeking Alpha bio. When I buy stocks I always look for quality first. However, I also look for stocks that I enjoy. Companies that fascinate me. I also own stocks that just make sense. Duke Energy is one of these stocks. I don't know where the stock is trading most of the time. I couldn't even tell you if it's at its all-time high or 5% below it. Duke is boring. And that's a good thing as it's the safest dividend stock in my portfolio. </p><div></div> <p>In this article, I will write a much-needed update and explain why I like Duke so much. </p> <h2>Putting The \"Q\" In Quality...</h2> <p>With a market cap of $81 billion, Duke is America's second-largest regulated electric utility company. Headquartered in Charlotte, North Carolina, the company operates in the Carolinas, Indiana, Ohio, and Kentucky, as well as the Sunshine State, Florida. </p> <p>Duke generates roughly 86% of its earnings from regulated electricity. 9% from gas, and 5% from commercial renewables. </p> <p>Utilities are among the most defensive investments in the world for the obvious reason that people and companies need electricity. The only cyclical aspect of the business is that higher economic growth boosts electricity needs. Industrial and commercial demand is much more volatile than residential demand, which is mainly dependent on secular trends like the adoption of technology and migration. In 2021, the company saw a 1.6% growth rate in electric customers. This came from 1.8% growth in the Carolinas and Florida (both 1.8%) and just 0.8% growth in the <a href=\"https://laohu8.com/S/MDWT\">Midwest</a>. This makes sense as people moved to the Carolinas and Florida (among other states) from higher-taxed states. </p> <p>In 2022, Duke expects to grow total retail electric volumes by 1.5% with up to 2.0% growth in industrial demand due to higher economic output. </p> <p>Meanwhile, the company continues to invest in cleaner energy sources, which is boosting capital expenditures (\"CapEx\") as I will show you in this article, but it lowers overall operating costs. O&amp;M costs have declined by 1.4% per year since 2016 thanks to the transition away from coal, a modernized grid, and the ability of the company to leverage its scale to somewhat offset inflation. </p> <p>In 2021, Duke generated $5.24 in adjusted earnings per share. The company's original guidance was $5.00-$5.30. Through 2026, the company expects to grow earnings by 5-7% per year with $5.45 in EPS in 2022. Duke expects to benefit from the aforementioned increase in customers, and rate increases - among other factors. </p> <p>With that said, there is no reason to buy utility companies for capital gains. However, it is important to buy utility companies that do not dilute shares so much that investors get dividends but end up with high capital losses in case they ever want to sell. The thing is that utility companies issue stock to finance projects. Duke had 700 million shares outstanding in 2017. In 2021, the company had 769 million shares outstanding. While share buybacks enhance the value of every share, issuing shares achieves the opposite. However, that's not a big issue for DUK. While total net income has grown by 110% since 2007, earnings per share have increased by 6%. That may not seem like a lot, but it incorporates the company's massive share dilution during this period.</p><div></div> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_2da8926767f639cb2add98f626f47fa7.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Share dilution is not going to end anytime soon. The company has a $63 billion 5-year CapEx plan. Between 2022 and 2026, the company is expected to spend this much on modernization of its grid and push for net-zero through investments in nuclear, renewables, storage, and hydro. During the 2027-2031 period, CapEx will likely end up above $70 billion. </p> <p><figure><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/11/31557165-16470303827070823.png\"/></span><figcaption><p><span>Duke Energy 4Q21 Investor Presentation</span></p></figcaption></figure></p> <p>The graph below shows the company's funding gap, although the high net debt level messes a bit with the visibility of the other indicators - my apologies for that. What we are looking at is roughly $9.7 billion in gross CapEx last year. Operating cash flow was $8.3 billion. What this means is that the company needs external funds to cover CapEx. Free cash flow has consistently been negative since Duke (and its peers) started to ramp up CapEx after 2014. However, bear in mind that the company also pays a 3.7% dividend yield. This adds another $3.0 billion to the funding gap. Hence, it's no surprise that share dilution has picked up with a surge of almost $28 billion in total long-term debt since 2014. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_260633e41e8dba075beda98187d3c01e.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p><div></div> <p>But then again, please be aware that the company does generate value as earnings per share growth is expected to remain positive - and it was positive in the past as well. </p> <p>It also helps that the company's total equity (total assets minus total liabilities) has been in a steady uptrend, which means money on investments isn't wasted. It ends up as \"value\" on the balance sheet. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_e8db8a726adc990a177e7eea26b04a62.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>In this case, quality is the company's ability to transition its company to net-zero and a modernized infrastructure without sacrificing the balance sheet. The company will do far more than $10 billion in annual CapEx to exit coal by 2035. This will require debt. The good thing is that the company's history has shown that accelerating CapEx is possible without destroying value through debt. In this case, it also comes with stronger earnings growth as the company is hiking prices to invest in renewables. As a result, the company has a BBB/Baa2 balance sheet, a 112% funded pension plan, and cost management that allows for faster earnings growth. </p> <h2>... And The \"Y\" In Yield</h2> <p>High-yield investors have been in a tough spot since the pandemic. Since the pandemic, dividend yields have fallen off a cliff. Prior to the pandemic, the S&amp;P 500 yield used to be close to 2%. Now it's below 1.40%. The high yield <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (VYM) is yielding just 2.9% instead of more than 3.0%, and utilities (XLU) are yielding just 2.8%. DUK's yield is roughly 90 basis points above the XLU yield and 30-40 basis points below its longer-term median. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_be766937fc2090adf8a54a4847633684.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p><div></div> <p>In other words, the definition of \"high yield\" changed after the pandemic. Investors who wanted high yield were more or less forced to buy energy stocks or certain companies they may not have invested in under \"normal\" circumstances. I know for a fact that a lot of the retail traders who I talk to started buying mortgage REITs and high-yield ETFs only for the sake of achieving a higher yield. </p> <p>The graph below shows the difference between Duke's dividend yield and the S&amp;P 500 dividend yield. It's roughly 233 basis points, which is more or less the 5-year average. Also, and with regard to share dilution, the stock has returned the same as the utility ETF and the high-yield vanguard ETF, which includes stocks like PepsiCo (PEP), Coca Cola (KO), and banks like JP Morgan (JPM). If we zoom out further, the performance is slightly worse, but overall, that's a neat total return for a stock with a yield close to 4%. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_721fb234d6a7b181e7f55fec2480bb9e.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>Unfortunately, but not unexpected, dividend growth is low. Since 2015, dividends have grown by 3.1% per year. It does beat pre-pandemic inflation and the impact on an already high yield is bigger, but it's not a thing that will get dividend growth investors excited. But that's OK as these numbers are justified by earnings growth and the numbers are sustainable on a long-term basis. </p> <p><figure><span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/31557165-16470732035626233.png\"/></span><figcaption><p><span>Seeking Alpha</span></p></figcaption></figure></p><div></div> <p>In terms of valuation, we're dealing with an $81 billion market cap and $68 billion in net debt. That gives us an enterprise value of $149 billion. That's 12.1x this year's EBITDA consensus of $12.3 billion. </p> <p>Historically speaking, that's an \"OK\" price. Nothing to get very excited about, but also not a price that should keep people from buying. Additionally, as the lower half of the chart below shows, utilities seem to be bottoming versus the S&amp;P 500. This is likely because the 10-year yield is losing steam as investors know that \"aggressive\" Fed rate hikes will cause pressure on inflation to rise. </p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_614cfa05a8cc6bee780a38129c6d59f1.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>The DUK stock price seems to be working on a breakout close to $107-$108. Year-to-date, the stock is up slightly more than 1% versus an 11.6% correction for the S&amp;P 500. I think this breakout could be for real and I would not be surprised if the stock were trading at $110 2-3 months from now. </p> <p><figure><picture> <img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2022/3/12/saupload_DUKm031360161i.png\"/> </picture><figcaption><p><span>FINVIZ</span></p></figcaption></figure></p> <h2>Takeaway</h2> <p>Duke Energy is one of my favorite stocks in my portfolio - and one of the initial six holdings. The company is extremely boring, which is a good thing. Most of the time I have no idea where it's trading and I do not check its quarterly earnings frequently - unless I'm checking if the company is still on track to generate value as I did in this article.</p><div></div> <p>DUK is a good stock for both high yield dividend investors and dividend growth investors who want to add some higher yield to their portfolio. The company is in fantastic shape and in a good position to achieve multiple things including reaching net-zero without letting high debt destroy its balance sheet, growing its business without neglecting earnings growth, and paying a high dividend without achieving its growth targets.</p> <p>Yes, dividend growth is low, but the yield is giving us a nice premium over the market. And, investors are not buying into a stock without potential capital gains as it does keep up with its utility and high-yield peers. </p> <p>With regard to timing, I think the stock is about to move higher. Regardless of that, I believe DUK is a great company investors can buy and add to almost at any price as outliers to the upside are very rare. The valuation is good and I will likely reinvest some dividends next month.</p> <p>(Dis)agree? Let me know in the comments!</p>\n</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Duke Energy: My Safest Dividend Investment</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\">\nDuke Energy: My Safest Dividend Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-12 20:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Energy: One Of The 6 Must-Own Dividend Stocks\". Duke Energy (DUK) was indeed one of the first 6 stocks ...</p>\n\n<a href=\"https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4532":"文艺复兴科技持仓","BK4177":"软饮料","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","SH":"标普500反向ETF","XLU":"公共事业指数ETF-SPDR","BK4566":"资本集团","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4081":"电力公用事业","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","JPM":"摩根大通","BK4550":"红杉资本持仓","KO":"可口可乐","BK4207":"综合性银行","PEP":"百事可乐","BK4561":"索罗斯持仓","SPY":"标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓",".SPX":"S&P 500 Index","OEX":"标普100","SDS":"两倍做空标普500ETF","DUK":"杜克能源","VYM":"红利股ETF-Vanguard"},"source_url":"https://seekingalpha.com/article/4495083-duke-energy-safest-dividend-investment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2218242107","content_text":"JamesBrey/iStock via Getty Images Introduction On June 26, 2020, I wrote an article called \"Duke Energy: One Of The 6 Must-Own Dividend Stocks\". Duke Energy (DUK) was indeed one of the first 6 stocks of my dividend growth portfolio, which I established in June of 2020. Now I have 22 different stocks in my portfolio. 2 of them are utilities - the full list can be seen in my Seeking Alpha bio. When I buy stocks I always look for quality first. However, I also look for stocks that I enjoy. Companies that fascinate me. I also own stocks that just make sense. Duke Energy is one of these stocks. I don't know where the stock is trading most of the time. I couldn't even tell you if it's at its all-time high or 5% below it. Duke is boring. And that's a good thing as it's the safest dividend stock in my portfolio.  In this article, I will write a much-needed update and explain why I like Duke so much.  Putting The \"Q\" In Quality... With a market cap of $81 billion, Duke is America's second-largest regulated electric utility company. Headquartered in Charlotte, North Carolina, the company operates in the Carolinas, Indiana, Ohio, and Kentucky, as well as the Sunshine State, Florida.  Duke generates roughly 86% of its earnings from regulated electricity. 9% from gas, and 5% from commercial renewables.  Utilities are among the most defensive investments in the world for the obvious reason that people and companies need electricity. The only cyclical aspect of the business is that higher economic growth boosts electricity needs. Industrial and commercial demand is much more volatile than residential demand, which is mainly dependent on secular trends like the adoption of technology and migration. In 2021, the company saw a 1.6% growth rate in electric customers. This came from 1.8% growth in the Carolinas and Florida (both 1.8%) and just 0.8% growth in the Midwest. This makes sense as people moved to the Carolinas and Florida (among other states) from higher-taxed states.  In 2022, Duke expects to grow total retail electric volumes by 1.5% with up to 2.0% growth in industrial demand due to higher economic output.  Meanwhile, the company continues to invest in cleaner energy sources, which is boosting capital expenditures (\"CapEx\") as I will show you in this article, but it lowers overall operating costs. O&M costs have declined by 1.4% per year since 2016 thanks to the transition away from coal, a modernized grid, and the ability of the company to leverage its scale to somewhat offset inflation.  In 2021, Duke generated $5.24 in adjusted earnings per share. The company's original guidance was $5.00-$5.30. Through 2026, the company expects to grow earnings by 5-7% per year with $5.45 in EPS in 2022. Duke expects to benefit from the aforementioned increase in customers, and rate increases - among other factors.  With that said, there is no reason to buy utility companies for capital gains. However, it is important to buy utility companies that do not dilute shares so much that investors get dividends but end up with high capital losses in case they ever want to sell. The thing is that utility companies issue stock to finance projects. Duke had 700 million shares outstanding in 2017. In 2021, the company had 769 million shares outstanding. While share buybacks enhance the value of every share, issuing shares achieves the opposite. However, that's not a big issue for DUK. While total net income has grown by 110% since 2007, earnings per share have increased by 6%. That may not seem like a lot, but it incorporates the company's massive share dilution during this period. Data by YCharts Share dilution is not going to end anytime soon. The company has a $63 billion 5-year CapEx plan. Between 2022 and 2026, the company is expected to spend this much on modernization of its grid and push for net-zero through investments in nuclear, renewables, storage, and hydro. During the 2027-2031 period, CapEx will likely end up above $70 billion.  Duke Energy 4Q21 Investor Presentation The graph below shows the company's funding gap, although the high net debt level messes a bit with the visibility of the other indicators - my apologies for that. What we are looking at is roughly $9.7 billion in gross CapEx last year. Operating cash flow was $8.3 billion. What this means is that the company needs external funds to cover CapEx. Free cash flow has consistently been negative since Duke (and its peers) started to ramp up CapEx after 2014. However, bear in mind that the company also pays a 3.7% dividend yield. This adds another $3.0 billion to the funding gap. Hence, it's no surprise that share dilution has picked up with a surge of almost $28 billion in total long-term debt since 2014.  Data by YCharts But then again, please be aware that the company does generate value as earnings per share growth is expected to remain positive - and it was positive in the past as well.  It also helps that the company's total equity (total assets minus total liabilities) has been in a steady uptrend, which means money on investments isn't wasted. It ends up as \"value\" on the balance sheet.  Data by YCharts In this case, quality is the company's ability to transition its company to net-zero and a modernized infrastructure without sacrificing the balance sheet. The company will do far more than $10 billion in annual CapEx to exit coal by 2035. This will require debt. The good thing is that the company's history has shown that accelerating CapEx is possible without destroying value through debt. In this case, it also comes with stronger earnings growth as the company is hiking prices to invest in renewables. As a result, the company has a BBB/Baa2 balance sheet, a 112% funded pension plan, and cost management that allows for faster earnings growth.  ... And The \"Y\" In Yield High-yield investors have been in a tough spot since the pandemic. Since the pandemic, dividend yields have fallen off a cliff. Prior to the pandemic, the S&P 500 yield used to be close to 2%. Now it's below 1.40%. The high yield Pacer Swan SOS Fund of Funds ETF|ETF (VYM) is yielding just 2.9% instead of more than 3.0%, and utilities (XLU) are yielding just 2.8%. DUK's yield is roughly 90 basis points above the XLU yield and 30-40 basis points below its longer-term median.  Data by YCharts In other words, the definition of \"high yield\" changed after the pandemic. Investors who wanted high yield were more or less forced to buy energy stocks or certain companies they may not have invested in under \"normal\" circumstances. I know for a fact that a lot of the retail traders who I talk to started buying mortgage REITs and high-yield ETFs only for the sake of achieving a higher yield.  The graph below shows the difference between Duke's dividend yield and the S&P 500 dividend yield. It's roughly 233 basis points, which is more or less the 5-year average. Also, and with regard to share dilution, the stock has returned the same as the utility ETF and the high-yield vanguard ETF, which includes stocks like PepsiCo (PEP), Coca Cola (KO), and banks like JP Morgan (JPM). If we zoom out further, the performance is slightly worse, but overall, that's a neat total return for a stock with a yield close to 4%.  Data by YCharts Unfortunately, but not unexpected, dividend growth is low. Since 2015, dividends have grown by 3.1% per year. It does beat pre-pandemic inflation and the impact on an already high yield is bigger, but it's not a thing that will get dividend growth investors excited. But that's OK as these numbers are justified by earnings growth and the numbers are sustainable on a long-term basis.  Seeking Alpha In terms of valuation, we're dealing with an $81 billion market cap and $68 billion in net debt. That gives us an enterprise value of $149 billion. That's 12.1x this year's EBITDA consensus of $12.3 billion.  Historically speaking, that's an \"OK\" price. Nothing to get very excited about, but also not a price that should keep people from buying. Additionally, as the lower half of the chart below shows, utilities seem to be bottoming versus the S&P 500. This is likely because the 10-year yield is losing steam as investors know that \"aggressive\" Fed rate hikes will cause pressure on inflation to rise.  Data by YCharts The DUK stock price seems to be working on a breakout close to $107-$108. Year-to-date, the stock is up slightly more than 1% versus an 11.6% correction for the S&P 500. I think this breakout could be for real and I would not be surprised if the stock were trading at $110 2-3 months from now.    FINVIZ Takeaway Duke Energy is one of my favorite stocks in my portfolio - and one of the initial six holdings. The company is extremely boring, which is a good thing. Most of the time I have no idea where it's trading and I do not check its quarterly earnings frequently - unless I'm checking if the company is still on track to generate value as I did in this article. DUK is a good stock for both high yield dividend investors and dividend growth investors who want to add some higher yield to their portfolio. The company is in fantastic shape and in a good position to achieve multiple things including reaching net-zero without letting high debt destroy its balance sheet, growing its business without neglecting earnings growth, and paying a high dividend without achieving its growth targets. Yes, dividend growth is low, but the yield is giving us a nice premium over the market. And, investors are not buying into a stock without potential capital gains as it does keep up with its utility and high-yield peers.  With regard to timing, I think the stock is about to move higher. Regardless of that, I believe DUK is a great company investors can buy and add to almost at any price as outliers to the upside are very rare. The valuation is good and I will likely reinvest some dividends next month. (Dis)agree? Let me know in the comments!","news_type":1},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038679000,"gmtCreate":1646828841615,"gmtModify":1676534166845,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038679000","repostId":"1185283439","repostType":4,"repost":{"id":"1185283439","pubTimestamp":1646812051,"share":"https://ttm.financial/m/news/1185283439?lang=&edition=fundamental","pubTime":"2022-03-09 15:47","market":"other","language":"en","title":"Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why","url":"https://stock-news.laohu8.com/highlight/detail?id=1185283439","media":"kalkinemedia","summary":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.5","content":"<html><head></head><body><p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).</p><p>Rio shares closed yesterday&#39;s trading 4.34% lower at AU$120.51 per share on ASX. The company&#39;s shares started this week&#39;s trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.</p><p>On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.</p><p>On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).</p><p>Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC&#39;s allegations vigorously.</p><p>Another essential reason why Rio&#39;s shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022).  Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company&#39;s shares after securing the dividend.</p><p>The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.</p><p><b><i>Rio Tinto’s FY21 results:</i></b></p><p>Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:</p><ul><li>Rio Tinto&#39;s underlying earnings grew 72% to US$21.4 billion.</li><li>Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.</li><li>Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.</li></ul><p>Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).</p></body></html>","source":"lsy1642396333099","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>Rio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why</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\">\nRio Tinto (ASX:RIO) Shares Close in Red Today, Here’s Why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 15:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why><strong>kalkinemedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading...</p>\n\n<a href=\"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RIO.AU":"力拓"},"source_url":"https://kalkinemedia.com/au/stocks/metal-and-mining/rio-tinto-asxrio-shares-close-in-red-today-heres-why","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185283439","content_text":"The share price of Rio Tinto (ASX:RIO) declined consecutively on third day of this week to close 0.523% lower at AU$119.880 per share on ASX today (March 9, 2022).Rio shares closed yesterday's trading 4.34% lower at AU$120.51 per share on ASX. The company's shares started this week's trading on a weak note after the global iron ore giant was ordered to pay a penalty of AU$750,000 for continuous violation of disclosure obligations.On Monday, the stock closed a tad lower at AU$125.980 per share on ASX.On Monday, Rio Tinto announced that it had reached a settlement with has reached a settlement with the Australian Securities and Investment Commission (ASIC) concerning the disclosure of the impairment of Rio Tinto Coal Mozambique (RTCM).Noticeably, RTCM was acquired in 2011 and divested in 2014. The mining giant has said that it will continue to defend itself against the SEC's allegations vigorously.Another essential reason why Rio's shares are showing a bearish trend can be probably because the company is anticipated to trade ex-dividend on Thursday (March 10, 2022).  Usually, it is seen that when a company reaches its ex-dividend day, its shares are likely to fall as the investors mostly tend to sell off the company's shares after securing the dividend.The mining firm’s US$16.8 billion full-year dividend represents a payout of 79% of underlying earnings. This is higher than the management’s policy of returning between 40% to 60% of underlying earnings to the company’s shareholders.Rio Tinto’s FY21 results:Rio Tinto commands a market capitalisation of roughly AU$44.73 billion. The company declared its half-yearly report for the financial year 2022 (H1 FY22) on 23 February 2022. During this period Rio reported US$21.1 billion of net earnings, up by 116% compared to 2020. Other details from the company’s financials include:Rio Tinto's underlying earnings grew 72% to US$21.4 billion.Earnings before interest, tax, depreciation and amortisation (EBITDA) at US$37.7 billion, an increase of 58% rise compared to the prior corresponding period.Rio’s net cash generated from operating activities grew 60% at U$25.3 billion compared to 2020 levels.Rio Tinto Limited will organise its annual general meeting on 5 May 2022 at 9:30am (AEST).","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031474729,"gmtCreate":1646659915582,"gmtModify":1676534147625,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Any opinion?","listText":"Any opinion?","text":"Any opinion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031474729","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It&#39;s not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that&#39;s precisely what&#39;s happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we&#39;re witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I&#39;ll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021&#39;s hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it&#39;s still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian&#39;s trajectory is bound to hit numerous speed bumps and potholes. It&#39;s par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn&#39;t sit well with customers. If Rivian isn&#39;t careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola&#39;s ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company&#39;s potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn&#39;t include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it&#39;s received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it&#39;s not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I&#39;ll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio&#39;s valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn&#39;t make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio&#39;s existing line of EVs, as well as the introduction of three new vehicles. Until now, the company&#39;s premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>&#39;s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world&#39;s largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street&#39;s forecast earnings per share in 2024, it looks like a screaming buy.</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>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4149":"建筑机械与重型卡车","BK4509":"腾讯概念","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NKLA":"Nikola Corporation","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9031474122,"gmtCreate":1646659838189,"gmtModify":1676534147609,"author":{"id":"4107653584987280","authorId":"4107653584987280","name":"47ebd6a1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4107653584987280","authorIdStr":"4107653584987280"},"themes":[],"htmlText":"Any opinion?","listText":"Any opinion?","text":"Any opinion?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9031474122","repostId":"2217417387","repostType":4,"repost":{"id":"2217417387","pubTimestamp":1646666247,"share":"https://ttm.financial/m/news/2217417387?lang=&edition=fundamental","pubTime":"2022-03-07 23:17","market":"us","language":"en","title":"1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague","url":"https://stock-news.laohu8.com/highlight/detail?id=2217417387","media":"Motley Fool","summary":"Electric vehicles (EVs) could account for roughly half of all auto sales by 2030, but not every EV stock will be a winner.","content":"<html><head></head><body><p>It&#39;s not often that an entire industry is disrupted in <a href=\"https://laohu8.com/S/AONE.U\">one</a> fell swoop, but that&#39;s precisely what&#39;s happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we&#39;re witnessing the beginning of what could be a multidecade vehicle replacement cycle.</p><p>According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.</p><p>Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I&#39;ll get to this company in a bit), there are two EV stocks that should be avoided like the plague.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2F2022-rivian-r1t-22.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> all-electric Rivian R1Ts. Image source: Rivian Automotive.</p><h2>The first EV stock to avoid: Rivian Automotive</h2><p>On the surface, <b>Rivian Automotive</b> (NASDAQ:RIVN), which was one of 2021&#39;s hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.</p><p>Rivian also has an order for 100,000 EDVs from <b>Amazon</b>, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.</p><p>But the flipside to Rivian is that it&#39;s still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian&#39;s trajectory is bound to hit numerous speed bumps and potholes. It&#39;s par for the course when building an EV company from the ground up.</p><p>Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn&#39;t sit well with customers. If Rivian isn&#39;t careful, it could price customers out of buying its vehicles.</p><p>While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnikola-badger-2.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.</p><h2>The second EV stock to avoid: Nikola</h2><p>Well before Rivian was the hottest thing in the EV space, <b>Nikola</b> (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.</p><p>The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola&#39;s ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company&#39;s potential. Then the proverbial wheels fell off.</p><p>Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if <b>General Motors</b> would step up and be that partner, an eventual agreement between the two companies didn&#39;t include the Badger.</p><p>Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.</p><p>Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it&#39;s received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it&#39;s not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.</p><p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F669077%2Fnio-et7-ev-sedan.jpg&amp;w=700&amp;op=resize\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>The newly introduced Nio ET7 EV sedan. Image source: Nio.</p><h2>The EV stock to buy hand over fist: Nio</h2><p>On the other end of the spectrum is <b>Nio</b> (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.</p><p>I&#39;ll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio&#39;s valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn&#39;t make any sense.</p><p>However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.</p><p>Fueling this production surge is Nio&#39;s existing line of EVs, as well as the introduction of three new vehicles. Until now, the company&#39;s premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at <b>Tesla</b>&#39;s Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.</p><p>Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.</p><p>And did I mention Nio is based in China, the world&#39;s largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.</p><p>With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street&#39;s forecast earnings per share in 2024, it looks like a screaming buy.</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>1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague</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\">\n1 Electric Vehicle Stock to Buy Hand Over Fist and 2 to Avoid Like the Plague\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-07 23:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","RIVN":"Rivian Automotive, Inc.","BK4149":"建筑机械与重型卡车","BK4509":"腾讯概念","NIO":"蔚来","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NKLA":"Nikola Corporation","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4562":"SPAC上市公司","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/03/07/1-electric-vehicle-stock-buy-2-avoid-like-plague/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217417387","content_text":"It's not often that an entire industry is disrupted in one fell swoop, but that's precisely what's happened to the once-stodgy auto industry. The electrification of consumer vehicles and enterprise fleets, and the desire by most countries to reduce their carbon footprints and halt climate change in its tracks, mean that we're witnessing the beginning of what could be a multidecade vehicle replacement cycle.According to a survey conducted late last year by KPMG, the average forecast of the more than 1,000 global auto leaders KPMG spoke to was for worldwide electric vehicle (EV) sales to reach roughly 50% of all autos sold by 2030.  Meanwhile, a November report from Market Research Future calls for the EV industry to hit $957 billion in market value by 2030, which is more than quadruple its value at the end of 2021.Although investing in EV growth looks like a no-brainer opportunity, not all stocks associated with the electrification of autos will be winners. While I believe one name can be bought hand over fist (I'll get to this company in a bit), there are two EV stocks that should be avoided like the plague.Two all-electric Rivian R1Ts. Image source: Rivian Automotive.The first EV stock to avoid: Rivian AutomotiveOn the surface, Rivian Automotive (NASDAQ:RIVN), which was one of 2021's hottest initial public offerings (IPOs), looks like it has the tools to be successful. The company will offer three differentiated vehicles -- the R1T pickup truck, the R1S SUV, and the EDV electric van -- with planned annual capacity ranging from 200,000 vehicles at its Illinois factory to 400,000 at its Georgia plant. The latter is an estimated figure, with Rivian spending a cool $5 billion to build the factory. Production is anticipated to begin by 2024.Rivian also has an order for 100,000 EDVs from Amazon, which it received in 2019. The sheer size of this order has validated Rivian as a player of interest in the EV space for years.But the flipside to Rivian is that it's still very wet behind the ears. The company produced only 1,015 EVs in 2021 and had its IPO with no trailing-12-month sales. It missed an already low production bar for 2021, and will likely deal with the same supply chain constraints affecting the entire industry. In other words, Rivian's trajectory is bound to hit numerous speed bumps and potholes. It's par for the course when building an EV company from the ground up.Making matters worse, Rivian finds itself in hot water with the public after announcing, then walking back (for those who ordered before March 1), a price hike of $12,000 on its quad-motor models. Higher material costs are forcing automakers to boost prices. While Rivian was simply following the pack, a $12,000 price hike on vehicles that already cost $70,000 (or more) didn't sit well with customers. If Rivian isn't careful, it could price customers out of buying its vehicles.While Rivian could eventually grow into an investment-worthy company in the EV space, it has little business being valued at $45 billion.The all-electric Nikola Badger got the ax before it even rolled off the production line. Image source: Nikola.The second EV stock to avoid: NikolaWell before Rivian was the hottest thing in the EV space, Nikola (NASDAQ:NKLA) was making waves. It was one of many companies that went public via a special purpose acquisition company (SPAC). On June 9, 2020, Nikola hit an intraday high of nearly $94 a share. Unfortunately, those same shares were trading hands for $7 and change as of March 3, 2022.The initial buzz for Nikola had to do with its introduction of the Badger in February 2020. The Badger was to be a battery EV (BEV) or fuel-cell EV (FCEV) pickup truck with an estimated 600-mile range and a reasonably low $60,000 price tag. When coupled with Nikola's ambitions to also build BEV and FCEV semi trucks, Wall Street was enamored, at least initially, with the company's potential. Then the proverbial wheels fell off.Over the course of the next year and a half, the Badger would be shelved before it even rolled off the production line. This was due, in part, to Nikola being unable to land a manufacturing partner for the truck. Though it looked as if General Motors would step up and be that partner, an eventual agreement between the two companies didn't include the Badger.Worse yet, a handful of allegations of wrongdoing levied by short-side firm Hindenburg Research against Nikola proved to be true. An independent review found that pre-order figures were exaggerated. This resulted in a probe by the Securities and Exchange Commission, leading to former CEO Trevor Milton being indicted on three counts of fraud this past July.Today, Nikola is only just beginning to deliver its first BEV semi trucks. Even though it's received a couple of letter-of-intent orders during the fourth quarter for its semi trucks, it's not clear if the company has the capital necessary to ramp up production and ward off significant quarterly losses. When coupled with its damaged reputation, Nikola becomes an easy pass for investors.The newly introduced Nio ET7 EV sedan. Image source: Nio.The EV stock to buy hand over fist: NioOn the other end of the spectrum is Nio (NYSE:NIO), which checks all the appropriate boxes and can be bought hand over fist following its recent pullback.I'll freely admit that, a little over a year ago, I had Nio in the same camp as Nikola -- i.e., Avoid! Avoid! Avoid! At one point, Nio's valuation topped $90 billion with the company pacing for only around 20,000 EVs in production annually. Its valuation just didn't make any sense.However, management has really impressed with its ability to boost production in a challenging environment. Though the Chinese New Year held back production in February, and supply chain issues curbed output in January, Nio managed to top 10,000 deliveries in both November and December. Management has offered guidance suggesting that the company can hit 50,000 deliveries monthly by the end of the year. This would work out to an annual run-rate of around 600,000 EVs.Fueling this production surge is Nio's existing line of EVs, as well as the introduction of three new vehicles. Until now, the company's premium SUVs (the ES8 and ES6) and crossover EV (the ES6) have received plenty of interest. But the next wave of growth will come from the deliveries of the ET7 and ET5, which are EV sedans that take direct aim at Tesla's Model S and Model 3, respectively. With the top-tier battery option, Nio claims an estimated range of approximately 621 miles for its sedans.Furthermore, the battery-as-a-service (BaaS) program that was unveiled in August 2020 by management is pure genius. For buyers, BaaS lowers the initial purchase price of their vehicle and gives them the option to charge, swap, or upgrade their batteries at a later date. For Nio, it trades lower-margin near-term sales for high-margin fee-based revenue (buyers pay a monthly fee for the BaaS program) that keeps buyers loyal to the brand.And did I mention Nio is based in China, the world's largest auto market? The EV industry is still nascent in China, meaning market share is up for grabs.With Nio expected to turn the corner to recurring profitability next year, and the company valued at just seven times Wall Street's forecast earnings per share in 2024, it looks like a screaming buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}