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Jyoo

Jyoo

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2022-02-17

$Sea Ltd(SE)$Choppy seas, how do you decide when to enter?

2022-03-30

Yaasss

Apple Stock: One Good Day Away From $3 Trillion

2022-02-28

$SPY 20220228 430.0 PUT$why does it say "we don't support this contract now"?? T.T

2022-03-21

Like

Pinduoduo Tumbled Nearly 14% in Premarket Trading after Posting Its Financial Result

2022-06-22

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NIO: Results Are In, And Maybe So Is The Bottom

2022-03-15

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Price Target Changes｜NIKE Cut to $192 by Morgan Stanley; Ulta Beauty is Boosted to $469 by Barclays

2022-02-27

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US IPO Week Ahead: The March IPO Market Starts with a Quiet Week

2022-03-20

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Disney: Awakening The Sleeping Giant

2022-06-25

Like

Get Ready for a Rally in S&P 500

2022-03-15

Finally

Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading

2022-06-18

Like

The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA

2022-03-27

Agreed!

Alphabet Vs. Meta: One Is The Much Better Buy

2022-03-26

Great article, KIV to come back and read it every once in a while!

Sorry, the original content has been removed

2022-09-13

Nice

Sorry, the original content has been removed

2022-09-05

Omg so sad 🥲 RIP

Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower

2022-06-16

Like

Apple: M2 Chip Unlocks New Growth Cycle Amid Bloodbath

2022-04-29

Ya

Tech Stocks Lose $1.8 Trillion in a Month Thanks to Fed

2022-05-18

$SoFi Technologies Inc.(SOFI)$ups and downs, still a solid stock imho

Go to Tiger App to see more news

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headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663163292,"share":"https://www.laohu8.com/m/news/1152495376?lang=&edition=full","pubTime":"2022-09-14 21:48","market":"us","language":"en","title":"Stocks Rise Slightly as Wall Street Tries to Recover after Worst Day since June 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=1152495376","media":"Tiger Newspress","summary":"Stocks moved modestly higher on Wednesday as investors tried to find their footing after the biggest","content":"<html><head></head><body><p>Stocks moved modestly higher on Wednesday as investors tried to find their footing after the biggest one-day drop in more than two years.</p><p>The Dow Industrial Average added 32 points, or 0.1%. The S&amp;P 500 gained 0.2%, and Nasdaq Composite added about 0.2%.</p><p>Chevron and Merck were the top stocks in the Dow, gaining more than 1.5% each. Apple added 0.5%.</p><p>The Dow sank more than 1,200 points Tuesday, or nearly 4%, while the S&amp;P 500 lost 4.3%. The Nasdaq Composite dropped 5.2%. It was the biggest one-day slide for all three averages since June 2020.</p><p>The market moves came afterAugust’s consumer price index report showed headline inflationrose 0.1% on a monthly basis despite a drop in gas prices.</p><p>The hot inflation report left questions over whether stocks could go back to their June lows or fall even further. It also spurred some fears that the Federal Reserve couldpotentially hike even higherthan the 75 basis points markets are pricing in.</p><p>“Tuesday’s selloff is a reminder that a sustained rally is likely to require clear evidence that inflation is on a downward trend. With macroeconomic and policy uncertainty elevated, we expect markets to remain volatile in the months ahead,” Mark Haefele, CIO of UBS Global Wealth Management, said in a note to clients.</p><p>All 30 Dow stocks and S&amp;P 500 sectors finished the session lower, led to the downside by communications services. The sector fell 5.6% and finished its worst day since February, dragged down by shares of big technology names like Netflix and Meta Platforms, which tumbled about 7.8% and 9.4%, respectively.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Rise Slightly as Wall Street Tries to Recover after Worst Day since June 2020</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStocks Rise Slightly as Wall Street Tries to Recover after Worst Day since June 2020\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\">2022-09-14 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks moved modestly higher on Wednesday as investors tried to find their footing after the biggest one-day drop in more than two years.</p><p>The Dow Industrial Average added 32 points, or 0.1%. The S&amp;P 500 gained 0.2%, and Nasdaq Composite added about 0.2%.</p><p>Chevron and Merck were the top stocks in the Dow, gaining more than 1.5% each. Apple added 0.5%.</p><p>The Dow sank more than 1,200 points Tuesday, or nearly 4%, while the S&amp;P 500 lost 4.3%. The Nasdaq Composite dropped 5.2%. It was the biggest one-day slide for all three averages since June 2020.</p><p>The market moves came afterAugust’s consumer price index report showed headline inflationrose 0.1% on a monthly basis despite a drop in gas prices.</p><p>The hot inflation report left questions over whether stocks could go back to their June lows or fall even further. It also spurred some fears that the Federal Reserve couldpotentially hike even higherthan the 75 basis points markets are pricing in.</p><p>“Tuesday’s selloff is a reminder that a sustained rally is likely to require clear evidence that inflation is on a downward trend. With macroeconomic and policy uncertainty elevated, we expect markets to remain volatile in the months ahead,” Mark Haefele, CIO of UBS Global Wealth Management, said in a note to clients.</p><p>All 30 Dow stocks and S&amp;P 500 sectors finished the session lower, led to the downside by communications services. The sector fell 5.6% and finished its worst day since February, dragged down by shares of big technology names like Netflix and Meta Platforms, which tumbled about 7.8% and 9.4%, respectively.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152495376","content_text":"Stocks moved modestly higher on Wednesday as investors tried to find their footing after the biggest one-day drop in more than two years.The Dow Industrial Average added 32 points, or 0.1%. The S&P 500 gained 0.2%, and Nasdaq Composite added about 0.2%.Chevron and Merck were the top stocks in the Dow, gaining more than 1.5% each. Apple added 0.5%.The Dow sank more than 1,200 points Tuesday, or nearly 4%, while the S&P 500 lost 4.3%. The Nasdaq Composite dropped 5.2%. It was the biggest one-day slide for all three averages since June 2020.The market moves came afterAugust’s consumer price index report showed headline inflationrose 0.1% on a monthly basis despite a drop in gas prices.The hot inflation report left questions over whether stocks could go back to their June lows or fall even further. It also spurred some fears that the Federal Reserve couldpotentially hike even higherthan the 75 basis points markets are pricing in.“Tuesday’s selloff is a reminder that a sustained rally is likely to require clear evidence that inflation is on a downward trend. With macroeconomic and policy uncertainty elevated, we expect markets to remain volatile in the months ahead,” Mark Haefele, CIO of UBS Global Wealth Management, said in a note to clients.All 30 Dow stocks and S&P 500 sectors finished the session lower, led to the downside by communications services. The sector fell 5.6% and finished its worst day since February, dragged down by shares of big technology names like Netflix and Meta Platforms, which tumbled about 7.8% and 9.4%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935613347,"gmtCreate":1663079775689,"gmtModify":1676537198620,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Apple(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9935613347","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935370663,"gmtCreate":1663037417253,"gmtModify":1676537188955,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935370663","repostId":"2267798983","repostType":2,"repost":{"id":"2267798983","pubTimestamp":1663036364,"share":"https://www.laohu8.com/m/news/2267798983?lang=&edition=full","pubTime":"2022-09-13 10:32","market":"us","language":"en","title":"Apple Stock Rises on Strong Demand for New iPhones","url":"https://stock-news.laohu8.com/highlight/detail?id=2267798983","media":"InvestorPlace","summary":"Consumer tech giant Apple (AAPL) stock swung higher in Monday’s afternoon session.Wall Street analys","content":"<html><head></head><body><ul><li>Consumer tech giant <b>Apple</b> (<b>AAPL</b>) stock swung higher in Monday’s afternoon session.</li><li>Wall Street analysts cited strong demand for the company’s new product releases.</li><li>AAPL stock moves against the implications of a possible recession.</li></ul><p>Although fears of the Federal Reserve causing a rough landing for the economy shook up the market late last month, <b>Apple</b> (NASDAQ:<b>AAPL</b>) continues to rise above the implications of a possible downturn. AAPL stock is gaining about 4% on Monday. Multiple analysts cited strong demand for Apple’s new product launches, boding well for stakeholders.</p><p>Prior to their debut — particularly for Apple’s iPhone 14 — some analysts cited concerns about supply constraints and shutdowns in China. Additionally, the iconic smartphone represents about 52% of Apple’s total revenue. Therefore, the company depends on solid performances for its flagship product.</p><p>So far, early results should encourage stakeholders of AAPL stock. According to JPMorgan Chase analyst Samik Chatterjee, “iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.”</p><p>Chatterjee also noted that among the remaining products, “lead-time based demand indication for the Apple Watch Ultra is quite strong as well.” The JPM analyst has an “outperform” rating on AAPL stock and a $200 price target.</p><p>Wedbush Securities’ Dan Ives and John Katsingris also weighed in on the implications for AAPL stock. “This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 240 million of 1 billion iPhone users worldwide have not upgraded their phones in over 3.5 years,” the analysts remarked.</p><h2>AAPL Stock Belies Economic Concerns</h2><p>In late August, Fed chair Jerome Powell indicated during his policy speech at the annual economic symposium at Jackson Hole, Wyoming, that the central bank recognized inflation as a long-term threat. Therefore, Powell seeks to restore price stability. Nevertheless, he acknowledged that reducing inflation “is likely to require a sustained period of below-trend growth.” On paper, the narrative should be net negative for AAPL stock.</p><p>Although connected devices represent an indelible component of modern society, acquiring the latest consumer tech product is a discretionary motivation. However, strong opening demand for Apple’s latest device suite indicates that even with multidecade highs in inflation, the brand features robust and resilient social cachet.</p><p>While Apple did deliver a pleasant surprise by keeping iPhone 14 prices the same as their predecessor counterparts, at $1,099 a pop for the top-of-the-line iPhone 14 Pro Max, it’s an expensive proposition for many households. As well, the latest Apple Watch Ultra stands at $800 per unit. Nevertheless, strong demand for this smart device suggests consumers have brushed aside concerns about a rough landing for the economy.</p><p>Despite the positive implications for AAPL stock, investors should keep an eye on consumer purchasing power. If the Fed’s hawkish pivot succeeds, the relative rise in currency value may impact demand, particularly if it coincides with an economic slowdown.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock Rises on Strong Demand for New iPhones</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock Rises on Strong Demand for New iPhones\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/apple-aapl-stock-rises-strong-demand-new-iphones/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Consumer tech giant Apple (AAPL) stock swung higher in Monday’s afternoon session.Wall Street analysts cited strong demand for the company’s new product releases.AAPL stock moves against the ...</p>\n\n<a href=\"https://investorplace.com/2022/09/apple-aapl-stock-rises-strong-demand-new-iphones/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://investorplace.com/2022/09/apple-aapl-stock-rises-strong-demand-new-iphones/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267798983","content_text":"Consumer tech giant Apple (AAPL) stock swung higher in Monday’s afternoon session.Wall Street analysts cited strong demand for the company’s new product releases.AAPL stock moves against the implications of a possible recession.Although fears of the Federal Reserve causing a rough landing for the economy shook up the market late last month, Apple (NASDAQ:AAPL) continues to rise above the implications of a possible downturn. AAPL stock is gaining about 4% on Monday. Multiple analysts cited strong demand for Apple’s new product launches, boding well for stakeholders.Prior to their debut — particularly for Apple’s iPhone 14 — some analysts cited concerns about supply constraints and shutdowns in China. Additionally, the iconic smartphone represents about 52% of Apple’s total revenue. Therefore, the company depends on solid performances for its flagship product.So far, early results should encourage stakeholders of AAPL stock. According to JPMorgan Chase analyst Samik Chatterjee, “iPhone demand indications are strong following the launch, and while similar to last year the mix continues to be more favorable towards Pro models, lead times for the two Pro models are already more extended relative to last year.”Chatterjee also noted that among the remaining products, “lead-time based demand indication for the Apple Watch Ultra is quite strong as well.” The JPM analyst has an “outperform” rating on AAPL stock and a $200 price target.Wedbush Securities’ Dan Ives and John Katsingris also weighed in on the implications for AAPL stock. “This speaks to the underlying demand story that Apple anticipates for this next iPhone release with our estimates that 240 million of 1 billion iPhone users worldwide have not upgraded their phones in over 3.5 years,” the analysts remarked.AAPL Stock Belies Economic ConcernsIn late August, Fed chair Jerome Powell indicated during his policy speech at the annual economic symposium at Jackson Hole, Wyoming, that the central bank recognized inflation as a long-term threat. Therefore, Powell seeks to restore price stability. Nevertheless, he acknowledged that reducing inflation “is likely to require a sustained period of below-trend growth.” On paper, the narrative should be net negative for AAPL stock.Although connected devices represent an indelible component of modern society, acquiring the latest consumer tech product is a discretionary motivation. However, strong opening demand for Apple’s latest device suite indicates that even with multidecade highs in inflation, the brand features robust and resilient social cachet.While Apple did deliver a pleasant surprise by keeping iPhone 14 prices the same as their predecessor counterparts, at $1,099 a pop for the top-of-the-line iPhone 14 Pro Max, it’s an expensive proposition for many households. As well, the latest Apple Watch Ultra stands at $800 per unit. Nevertheless, strong demand for this smart device suggests consumers have brushed aside concerns about a rough landing for the economy.Despite the positive implications for AAPL stock, investors should keep an eye on consumer purchasing power. If the Fed’s hawkish pivot succeeds, the relative rise in currency value may impact demand, particularly if it coincides with an economic slowdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932787087,"gmtCreate":1662993012150,"gmtModify":1676537178352,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>up up&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v>up up&nbsp;","text":"$Apple(AAPL)$up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9932787087","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933579287,"gmtCreate":1662334676450,"gmtModify":1676537036857,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg so sad 🥲 RIP","listText":"Omg so sad 🥲 RIP","text":"Omg so sad 🥲 RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933579287","repostId":"1124062105","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9906689301,"gmtCreate":1659534963806,"gmtModify":1705981334984,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[Happy]&nbsp;","text":"$Apple(AAPL)$[Happy]","images":[{"img":"https://community-static.tradeup.com/news/6bebdba4753b060c0cf2317c4466ef20","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906689301","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9906034964,"gmtCreate":1659452117062,"gmtModify":1705980498617,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[smile]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[smile]","images":[{"img":"https://community-static.tradeup.com/news/0ee9bcdb41a367426dd12c8d38d32b05","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906034964","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901046716,"gmtCreate":1659103885435,"gmtModify":1676536258142,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>up up up!!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>up up up!!","text":"$Apple(AAPL)$up up up!!","images":[{"img":"https://community-static.tradeup.com/news/e5082242c45bb0ae9394bb982884f64f","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901046716","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903128599,"gmtCreate":1658986977011,"gmtModify":1676536240280,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903128599","repostId":"2254443393","repostType":4,"repost":{"id":"2254443393","pubTimestamp":1658974118,"share":"https://www.laohu8.com/m/news/2254443393?lang=&edition=full","pubTime":"2022-07-28 10:08","market":"us","language":"en","title":"Fed Watchers Say Markets Got It All Wrong on Powell \"Pivot\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2254443393","media":"Bloomberg","summary":"Federal Reserve Chair Jerome Powell is raising interest rates at the steepest pace in a generation a","content":"<html><head></head><body><p>Federal Reserve Chair Jerome Powell is raising interest rates at the steepest pace in a generation and he said Wednesday that another big increase is possible. Yet investors sent stocks surging on his comments that the hikes will eventually slow.</p><p>Some Fed watchers say markets read Powell’s press conference too narrowly.</p><p>Economists pointed out that the Fed’s top focus remains curbing inflation, even if it comes at a cost to employment, the other side of the central bank’s congressional mandate. In addition, Powell cited forecasts in mid-June that showed officials expected to raise rates to about 3.4% this year and 3.8% in 2023 -- projections that are above market expectations.</p><p>That so-called dot plot, which the Fed will next update in September, were the best current guide of were the Fed was heading this year and into 2023, Powell said.</p><p>“The markets shot first and asked questions later,” said Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “I don’t think inflation is going to be cooperating in a way that makes cuts plausible. Powell said repeatedly the economy needs to slow down to meet their goals. A modest recession probably won’t do the job. They are going to have to do more.”</p><p>Piper Sandler’s Roberto Perli and Benson Durham, noted that the jump in stocks, and larger decline in short-term yields than long-term rates is the “classical market reaction one would expect if the odds of rate cuts had increased or their timing had been brought forward.”</p><p>But Powell’s comments were “not the words of a Fed chair who is pivoting towards a dovish stance,” wrote ex-Fed official Perli, the firm’s head of public policy, and Durham, head of global asset allocation.</p><p>“The markets clearly think the net of today is that the Fed will end up doing less tightening, but it was hard to come away from the Fed press conference thinking the Fed delivered a dovish pivot,” analysts at NatWest Markets said in a note. “If anything, based on what we heard today, the median Fed member’s view on the path of the Fed funds rate over the remainder of this year could conceivably be higher.”</p><p></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Watchers Say Markets Got It All Wrong on Powell \"Pivot\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFed Watchers Say Markets Got It All Wrong on Powell \"Pivot\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-28 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-27/fed-watchers-say-markets-got-it-all-wrong-on-powell-pivot><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Federal Reserve Chair Jerome Powell is raising interest rates at the steepest pace in a generation and he said Wednesday that another big increase is possible. Yet investors sent stocks surging on his...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-27/fed-watchers-say-markets-got-it-all-wrong-on-powell-pivot\">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/2022-07-27/fed-watchers-say-markets-got-it-all-wrong-on-powell-pivot","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254443393","content_text":"Federal Reserve Chair Jerome Powell is raising interest rates at the steepest pace in a generation and he said Wednesday that another big increase is possible. Yet investors sent stocks surging on his comments that the hikes will eventually slow.Some Fed watchers say markets read Powell’s press conference too narrowly.Economists pointed out that the Fed’s top focus remains curbing inflation, even if it comes at a cost to employment, the other side of the central bank’s congressional mandate. In addition, Powell cited forecasts in mid-June that showed officials expected to raise rates to about 3.4% this year and 3.8% in 2023 -- projections that are above market expectations.That so-called dot plot, which the Fed will next update in September, were the best current guide of were the Fed was heading this year and into 2023, Powell said.“The markets shot first and asked questions later,” said Neil Dutta, head of US economic research at Renaissance Macro Research LLC. “I don’t think inflation is going to be cooperating in a way that makes cuts plausible. Powell said repeatedly the economy needs to slow down to meet their goals. A modest recession probably won’t do the job. They are going to have to do more.”Piper Sandler’s Roberto Perli and Benson Durham, noted that the jump in stocks, and larger decline in short-term yields than long-term rates is the “classical market reaction one would expect if the odds of rate cuts had increased or their timing had been brought forward.”But Powell’s comments were “not the words of a Fed chair who is pivoting towards a dovish stance,” wrote ex-Fed official Perli, the firm’s head of public policy, and Durham, head of global asset allocation.“The markets clearly think the net of today is that the Fed will end up doing less tightening, but it was hard to come away from the Fed press conference thinking the Fed delivered a dovish pivot,” analysts at NatWest Markets said in a note. “If anything, based on what we heard today, the median Fed member’s view on the path of the Fed funds rate over the remainder of this year could conceivably be higher.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903128151,"gmtCreate":1658986929773,"gmtModify":1676536240249,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[shy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[shy]&nbsp;","text":"$Apple(AAPL)$[shy]","images":[{"img":"https://community-static.tradeup.com/news/6ed0567d60c2a4b67214727a211ccfb7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903128151","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9903121459,"gmtCreate":1658986886071,"gmtModify":1676536240264,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>[Cool]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$[Cool]","images":[{"img":"https://community-static.tradeup.com/news/0051f80eea11f517d89393b6da16fb8b","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903121459","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075031194,"gmtCreate":1658108553418,"gmtModify":1676536106822,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>[smile]&nbsp;","text":"$Apple(AAPL)$[smile]","images":[{"img":"https://community-static.tradeup.com/news/dc780fb9768e69378a33ee8f5ccfff5b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075031194","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9075039606,"gmtCreate":1658108449905,"gmtModify":1676536106777,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>up up","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>up up","text":"$Apple(AAPL)$up up","images":[{"img":"https://community-static.tradeup.com/news/40250a0549c0a709586a563780d33939","width":"1080","height":"2222"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075039606","isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9076163035,"gmtCreate":1657811106427,"gmtModify":1676536065526,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like&nbsp;[Like]&nbsp;","listText":"Like&nbsp;[Like]&nbsp;","text":"Like [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9076163035","repostId":"2251108188","repostType":2,"repost":{"id":"2251108188","pubTimestamp":1657812454,"share":"https://www.laohu8.com/m/news/2251108188?lang=&edition=full","pubTime":"2022-07-14 23:27","market":"us","language":"en","title":"SPY Breakout Looms: Seventh Time's The Charm","url":"https://stock-news.laohu8.com/highlight/detail?id=2251108188","media":"Seekingalpha","summary":"Current market conditionsThe recent rally which started in mid-June has not yet proved itself to be ","content":"<html><head></head><body><h2>Current market conditions</h2><p>The recent rally which started in mid-June has not yet proved itself to be more than simply an oversold bear-market rally presently.</p><p><img src=\"https://static.tigerbbs.com/e12c576e4cc248b025229129643f1868\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>SP500 Performance Chart (Seeking Alpha)</p><p>This is due to the fact it has not challenged major resistance at the $4,000 level just yet. Each of recent S&amp;P 500 (NYSEARCA:SPY) short-term rallies this year have failed to exceed their 20-day moving average, a short-term trend indicator that serves as major resistance for rallies in declining markets.</p><p><img src=\"https://static.tigerbbs.com/6f9fd3d45cc7b2994e2418e85b6af78a\" tg-width=\"640\" tg-height=\"334\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 chart (Seeking Alpha)</p><p>The S&amp;P 500 looks like it’s about to make another run at its 50-day moving average at the $4,000 level from which it broke down badly in June. So, the burden of proof still remains for the bulls. Monday it seems to be foundering about 1% down at the time of this writing.</p><p><img src=\"https://static.tigerbbs.com/79e7d6f742b1ca2af64e091b09c9c7b0\" tg-width=\"640\" tg-height=\"310\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 Current Chart (Seeking Alpha)</p><h3>Could a breakout actually be in the works?</h3><p>I am actually beginning to lean towards the bullish camp at this time actually. It has been my experience that the more the market tests an upper resistance level, the weaker it gets. This most recent rally may be the one to do the trick and actually break through the $4000 mark. The primary catalyst I see is earnings may not be as bad as many are predicting. Further, most of the downside may already be priced in. In the following sections I make my case.</p><h3>The last bastion of strength takes a fall</h3><p>The recent plethora of demand destruction in the energy sector and other commodities may have just provided the straw that breaks the proverbial camel&#39;s back. The deep correction in the energy sector along with other commodities has been a blessing to the bulls. The longer-term uptrends are still intact, yet the last bastion of overconfidence (the energy sector) has been washed away for sure, a healthy occurrence for the markets in general no doubt. Furthermore, a few characteristics of the recent rally distinguish it from the previous failed forays over the past six months. This rally started from the lowest valuation, deepest oversold conditions, and the most depressed investor sentiment backdrop of any of the previous breakout attempts. The rally has definitely earned its strips, so to speak. What&#39;s more, multiples have been severely compressed. Let me explain.</p><h3>Multiples are compressed</h3><p>The S&amp;P 500 multiple dropped 25% to 16-times the current forecasted earnings. This level has served to mark the bottom in stocks several times since 2000.</p><p><img src=\"https://static.tigerbbs.com/9a061bfeeaf0343d90256d01ffe524e3\" tg-width=\"640\" tg-height=\"304\" referrerpolicy=\"no-referrer\"/></p><p>S&amp;P 500 YoY Multiple Compression (Truist)</p><p>The above chart from Truist shows the degree of valuation adjustment during past major selloffs. Based on the present set-up compared to similar historical patterns, the probabilities favor positive returns coming for the next months or years if historic data holds true.</p><h3>Lowered earnings expectations</h3><p>The issue I’ve been wrestling with is the fact I feel this earnings season will one where management will take the easy way out and “kitchen sink” this quarter based on the fact they have plenty of “excuse ammunition” with inflation compressing margins and a looming recession in the works.</p><p>Nonetheless, I’m starting to wonder if the downside hasn’t already been priced in with the market down 20% heading into earnings. It occurred to me that this situation has to be obvious to everyone. So maybe earnings won’t cause stocks to take another leg down after all. Even so, I am going to be watching closing to see how the market reacts to the announcements. Sentiment remains solidly in the bearish camp, nevertheless.</p><h3>Extreme bearish sentiment abounds</h3><p>The 52-week average of bullish respondents to the weekly American Association of Individual Investors’ retail-investor survey is now below 30%.</p><p><img src=\"https://static.tigerbbs.com/249191e0495452b3ec68df40d18c33dd\" tg-width=\"628\" tg-height=\"356\" referrerpolicy=\"no-referrer\"/></p><p>AAII Bullish Sentiment (American Association of individual Investors)</p><p>This level of bearishness has only been seen a few times over 35 years. The last reading at this level was in 2016. The Wall Street rumor mill has it that the big hedge funds are still massively short as well. I have come to see this as a contrarian indicator from my past experience. It becomes a game of chicken for the hedge funds. Eventually, one of them covers creating an initial pop, then they all race to cover their shorts before the other, causing a short covering rally to ensue. There is no choice for them. They have to buy the shares back to book the profits. It appears the inflation fever has broken as well. Here is why.</p><h3>Inflation fever broken?</h3><p>On the macro front, future inflation outlooks have dropped to their lows for the year, a good sign that allegedly out-of-control inflation may finally be in decline. What&#39;s more, according to a recent report by JPMorgan,</p><blockquote><i>&#34;Markets now imply that headline inflation peaked in June and will soften sharply over the next year.” </i></blockquote><p>See below chart.</p><p><img src=\"https://static.tigerbbs.com/093cdba6280cb01957773c5c5dd9fe07\" tg-width=\"480\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>CPI Realized Inflation (JP Morgan)</p><p>On top of this, treasury yields have pulled back to the lows they recorded in June. This is all quite uncertain, yet, for the moment, it looks as though this earnings season may not be as bad as many have predicted.</p><h2>The Wrap Up</h2><p>I am bullish on the market’s prospects going forward. I feel now is the time to create new positions for the next decade to come, just as it was in 2009 when I did it before. In fact, growth stocks have begun to take charge recently, which many were saying wouldn&#39;t happen again for years, some even stated growth stocks would be dead for decades.</p><p><img src=\"https://static.tigerbbs.com/211340a9ce27c1a231ac3b836a56901a\" tg-width=\"624\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Russell 1000 Growth VS Value (CNBC)</p><h3>Nevertheless, challenges still remain</h3><p>Yet, major challenges still remain. A late cycle slowing economy coinciding with an aggressive Federal Reserve intent stamping out inflation is a formidable mix. Friday’s healthy jobs report has eased the market’s worry over recession, but it may give the Fed cover to continue to raise rates in an effort to tame inflation. Lastly, the credit markets have firmed up in the past few days, yet were flashing concern over a weaker economy for weeks on end until now. So, take that with a grain of salt. This week&#39;s CPI and PPI reports will be very telling. It&#39;s a huge week for economic reports for sure.</p><p><img src=\"https://static.tigerbbs.com/56727d592afffdc314e7dd05a831cb3f\" tg-width=\"640\" tg-height=\"134\" referrerpolicy=\"no-referrer\"/></p><p>Economic Reports (BLS.gov)</p><h2>Final Note</h2><p>There&#39;s a fine art to investing during highly volatile markets such as these. It entails layering into positions over time to reduce risk. I believe the markets may have further to fall, yet attempting to perfectly time the bottom is a fool&#39;s errand. If you have an extremely low risk tolerance I suggest waiting for a well-defined trend reversal prior to starting as position. I&#39;m in this for the long haul, so I see an opportunity at this level for like-minded investors and retirees. You can count on this stable, growing payout for years to come. If you look at a chart of the past recessions, you will see that they always end, and don&#39;t last nearly as long as expansions. So we will be out the other side before you know it.</p><p><img src=\"https://static.tigerbbs.com/1165338170cc14c94d38b4581f27d25a\" tg-width=\"640\" tg-height=\"256\" referrerpolicy=\"no-referrer\"/></p><p>Recessions Throughout History (Stlouisfed.org)</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>SPY Breakout Looms: Seventh Time's The Charm</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\">\nSPY Breakout Looms: Seventh Time's The Charm\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4522785-spy-breakout-looms-seventh-times-the-charm><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Current market conditionsThe recent rally which started in mid-June has not yet proved itself to be more than simply an oversold bear-market rally presently.SP500 Performance Chart (Seeking Alpha)This...</p>\n\n<a href=\"https://seekingalpha.com/article/4522785-spy-breakout-looms-seventh-times-the-charm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4522785-spy-breakout-looms-seventh-times-the-charm","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251108188","content_text":"Current market conditionsThe recent rally which started in mid-June has not yet proved itself to be more than simply an oversold bear-market rally presently.SP500 Performance Chart (Seeking Alpha)This is due to the fact it has not challenged major resistance at the $4,000 level just yet. Each of recent S&P 500 (NYSEARCA:SPY) short-term rallies this year have failed to exceed their 20-day moving average, a short-term trend indicator that serves as major resistance for rallies in declining markets.S&P 500 chart (Seeking Alpha)The S&P 500 looks like it’s about to make another run at its 50-day moving average at the $4,000 level from which it broke down badly in June. So, the burden of proof still remains for the bulls. Monday it seems to be foundering about 1% down at the time of this writing.S&P 500 Current Chart (Seeking Alpha)Could a breakout actually be in the works?I am actually beginning to lean towards the bullish camp at this time actually. It has been my experience that the more the market tests an upper resistance level, the weaker it gets. This most recent rally may be the one to do the trick and actually break through the $4000 mark. The primary catalyst I see is earnings may not be as bad as many are predicting. Further, most of the downside may already be priced in. In the following sections I make my case.The last bastion of strength takes a fallThe recent plethora of demand destruction in the energy sector and other commodities may have just provided the straw that breaks the proverbial camel's back. The deep correction in the energy sector along with other commodities has been a blessing to the bulls. The longer-term uptrends are still intact, yet the last bastion of overconfidence (the energy sector) has been washed away for sure, a healthy occurrence for the markets in general no doubt. Furthermore, a few characteristics of the recent rally distinguish it from the previous failed forays over the past six months. This rally started from the lowest valuation, deepest oversold conditions, and the most depressed investor sentiment backdrop of any of the previous breakout attempts. The rally has definitely earned its strips, so to speak. What's more, multiples have been severely compressed. Let me explain.Multiples are compressedThe S&P 500 multiple dropped 25% to 16-times the current forecasted earnings. This level has served to mark the bottom in stocks several times since 2000.S&P 500 YoY Multiple Compression (Truist)The above chart from Truist shows the degree of valuation adjustment during past major selloffs. Based on the present set-up compared to similar historical patterns, the probabilities favor positive returns coming for the next months or years if historic data holds true.Lowered earnings expectationsThe issue I’ve been wrestling with is the fact I feel this earnings season will one where management will take the easy way out and “kitchen sink” this quarter based on the fact they have plenty of “excuse ammunition” with inflation compressing margins and a looming recession in the works.Nonetheless, I’m starting to wonder if the downside hasn’t already been priced in with the market down 20% heading into earnings. It occurred to me that this situation has to be obvious to everyone. So maybe earnings won’t cause stocks to take another leg down after all. Even so, I am going to be watching closing to see how the market reacts to the announcements. Sentiment remains solidly in the bearish camp, nevertheless.Extreme bearish sentiment aboundsThe 52-week average of bullish respondents to the weekly American Association of Individual Investors’ retail-investor survey is now below 30%.AAII Bullish Sentiment (American Association of individual Investors)This level of bearishness has only been seen a few times over 35 years. The last reading at this level was in 2016. The Wall Street rumor mill has it that the big hedge funds are still massively short as well. I have come to see this as a contrarian indicator from my past experience. It becomes a game of chicken for the hedge funds. Eventually, one of them covers creating an initial pop, then they all race to cover their shorts before the other, causing a short covering rally to ensue. There is no choice for them. They have to buy the shares back to book the profits. It appears the inflation fever has broken as well. Here is why.Inflation fever broken?On the macro front, future inflation outlooks have dropped to their lows for the year, a good sign that allegedly out-of-control inflation may finally be in decline. What's more, according to a recent report by JPMorgan,\"Markets now imply that headline inflation peaked in June and will soften sharply over the next year.” See below chart.CPI Realized Inflation (JP Morgan)On top of this, treasury yields have pulled back to the lows they recorded in June. This is all quite uncertain, yet, for the moment, it looks as though this earnings season may not be as bad as many have predicted.The Wrap UpI am bullish on the market’s prospects going forward. I feel now is the time to create new positions for the next decade to come, just as it was in 2009 when I did it before. In fact, growth stocks have begun to take charge recently, which many were saying wouldn't happen again for years, some even stated growth stocks would be dead for decades.Russell 1000 Growth VS Value (CNBC)Nevertheless, challenges still remainYet, major challenges still remain. A late cycle slowing economy coinciding with an aggressive Federal Reserve intent stamping out inflation is a formidable mix. Friday’s healthy jobs report has eased the market’s worry over recession, but it may give the Fed cover to continue to raise rates in an effort to tame inflation. Lastly, the credit markets have firmed up in the past few days, yet were flashing concern over a weaker economy for weeks on end until now. So, take that with a grain of salt. This week's CPI and PPI reports will be very telling. It's a huge week for economic reports for sure.Economic Reports (BLS.gov)Final NoteThere's a fine art to investing during highly volatile markets such as these. It entails layering into positions over time to reduce risk. I believe the markets may have further to fall, yet attempting to perfectly time the bottom is a fool's errand. If you have an extremely low risk tolerance I suggest waiting for a well-defined trend reversal prior to starting as position. I'm in this for the long haul, so I see an opportunity at this level for like-minded investors and retirees. You can count on this stable, growing payout for years to come. If you look at a chart of the past recessions, you will see that they always end, and don't last nearly as long as expansions. So we will be out the other side before you know it.Recessions Throughout History (Stlouisfed.org)","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073109216,"gmtCreate":1657293792935,"gmtModify":1676535986423,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073109216","repostId":"1114502004","repostType":4,"repost":{"id":"1114502004","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":1657291834,"share":"https://www.laohu8.com/m/news/1114502004?lang=&edition=full","pubTime":"2022-07-08 22:50","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1114502004","media":"Tiger Newspress","summary":"EV Stocks Climbed in Morning Trading.Tesla, Lucid, Rivian, Nio, Fisker, Arrival, Nikola, and Lordsto","content":"<html><head></head><body><p>EV Stocks Climbed in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/NIO\">Nio</a>, Fisker, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Nikola, and Lordstown climbed between 1% and 7%.</p><p><img src=\"https://static.tigerbbs.com/b77b5dd11d2bd93d9276cb9b080ed130\" tg-width=\"454\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stocks Climbed in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEV Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 22:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV Stocks Climbed in Morning Trading.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/LCID\">Lucid</a>, <a href=\"https://laohu8.com/S/RIVN\">Rivian</a>, <a href=\"https://laohu8.com/S/NIO\">Nio</a>, Fisker, <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>, Nikola, and Lordstown climbed between 1% and 7%.</p><p><img src=\"https://static.tigerbbs.com/b77b5dd11d2bd93d9276cb9b080ed130\" tg-width=\"454\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4574":"无人驾驶","LCID":"Lucid Group Inc","BK4562":"SPAC上市公司","BK4527":"明星科技股","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4581":"高盛持仓","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc.","BK4548":"巴美列捷福持仓","NKLA":"Nikola Corporation","BK4099":"汽车制造商","BK4149":"建筑机械与重型卡车","BK4511":"特斯拉概念","BK4551":"寇图资本持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114502004","content_text":"EV Stocks Climbed in Morning Trading.Tesla, Lucid, Rivian, Nio, Fisker, Arrival, Nikola, and Lordstown climbed between 1% and 7%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073109184,"gmtCreate":1657293745548,"gmtModify":1676535986408,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073109184","repostId":"1121190134","repostType":4,"repost":{"id":"1121190134","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":1657267168,"share":"https://www.laohu8.com/m/news/1121190134?lang=&edition=full","pubTime":"2022-07-08 15:59","market":"us","language":"en","title":"Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji","url":"https://stock-news.laohu8.com/highlight/detail?id=1121190134","media":"Tiger Newspress","summary":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Pl","content":"<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></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>Reminder: SGX Market Will be Closed on July 11 for Hari Raya Haji</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\">\nReminder: SGX Market Will be Closed on July 11 for Hari Raya Haji\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-08 15:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><img src=\"https://static.tigerbbs.com/008ff7c0d3215916b694fa720d59302d\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"/></p><table><tbody><tr></tr></tbody></table></body></html>\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":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121190134","content_text":"Hari Raya Haji is around the corner. The Singapore market will be closed on Monday, 11 July 2022. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070779974,"gmtCreate":1657115540998,"gmtModify":1676535951828,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070779974","repostId":"1191408168","repostType":2,"repost":{"id":"1191408168","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":1657114772,"share":"https://www.laohu8.com/m/news/1191408168?lang=&edition=full","pubTime":"2022-07-06 21:39","market":"us","language":"en","title":"Hot Chinese ADRs Slipped in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1191408168","media":"Tiger Newspress","summary":"Hot Chinese ADRs Slipped in Morning Trading.Alibaba, JD.com, Pinduoduo, Baidu, iQiyi, Nio, Bilibili,","content":"<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, iQiyi, Nio, Bilibili, and <a href=\"https://laohu8.com/S/NTES\">NetEase</a> fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b57a4c7caa980c865ecf02b2504b38e3\" tg-width=\"434\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hot Chinese ADRs Slipped in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHot Chinese ADRs Slipped in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-06 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs Slipped in Morning Trading.</p><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a>, <a href=\"https://laohu8.com/S/JD\">JD.com</a>, Pinduoduo, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, iQiyi, Nio, Bilibili, and <a href=\"https://laohu8.com/S/NTES\">NetEase</a> fell between 2% and 5%.</p><p><img src=\"https://static.tigerbbs.com/b57a4c7caa980c865ecf02b2504b38e3\" tg-width=\"434\" tg-height=\"764\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4579":"人工智能","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","09988":"阿里巴巴-SW","BK4551":"寇图资本持仓","BK4502":"阿里概念","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK4505":"高瓴资本持仓","BK4510":"在线教育","BK1095":"互动媒体与服务","NTES":"网易","BK1591":"就地过年概念","BK1142":"互联网与直销零售","JD":"京东","BILI":"哔哩哔哩","BABA":"阿里巴巴","BIDU":"百度","09618":"京东集团-SW","09888":"百度集团-SW"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191408168","content_text":"Hot Chinese ADRs Slipped in Morning Trading.Alibaba, JD.com, Pinduoduo, Baidu, iQiyi, Nio, Bilibili, and NetEase fell between 2% and 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9094071673,"gmtCreate":1645028860099,"gmtModify":1676533988772,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Choppy seas, how do you decide when to enter?","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$</a>Choppy seas, how do you decide when to enter?","text":"$Sea Ltd(SE)$Choppy seas, how do you decide when to enter?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9094071673","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274779734729","authorId":"3479274779734729","name":"maroketo","avatar":"https://static.laohu8.com/picture113","crmLevel":1,"crmLevelSwitch":0},"content":"SEA's biggest problem is that it is overvalued. The company's current performance cannot support the market value of 47.5 billion US dollars.","text":"SEA's biggest problem is that it is overvalued. The company's current performance cannot support the market value of 47.5 billion US dollars.","html":"SEA's biggest problem is that it is overvalued. The company's current performance cannot support the market value of 47.5 billion US dollars."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9019757473,"gmtCreate":1648647105893,"gmtModify":1676534370658,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Yaasss","listText":"Yaasss","text":"Yaasss","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9019757473","repostId":"1119843668","repostType":4,"repost":{"id":"1119843668","pubTimestamp":1648646522,"share":"https://www.laohu8.com/m/news/1119843668?lang=&edition=full","pubTime":"2022-03-30 21:22","market":"us","language":"en","title":"Apple Stock: One Good Day Away From $3 Trillion","url":"https://stock-news.laohu8.com/highlight/detail?id=1119843668","media":"TheStreet","summary":"After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the","content":"<html><head></head><body><p>After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.</p><p>The 2022 selloff in Apple stock may finally be over. After stringing together 11 consecutive trading days of gains, the Cupertino company’s equity is within striking distance of being valued at $3 trillion once again.</p><p>Below, we discuss how far AAPL currently is from the milestone. We also present the potential near-term catalysts that could take Apple stock to all-time highs very soon.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88d71f381c4db9400d5fc2676750c6db\" tg-width=\"1240\" tg-height=\"821\" width=\"100%\" height=\"auto\"/><span>Figure 1: Apple Stock: One Good Day Away From $3 Trillion.</span></p><p><b>AAPL: the road to $3 trillion</b></p><p>I have recently estimated that Apple will likely have 16.4 billion diluted shares outstanding at the end of the current quarter, which is only a couple of days away. This being the case, a share price of $183 would be enough to value AAPL at $3 trillion.</p><p>To get to these levels from the current intraday share price of $178, Apple stock would need to climb a mere 2.8%. For instance, shares jumped 3% on March 15 alone. Therefore, the stock could be only one good day of solid gains away from the key market cap figure.</p><p><b>The key short-term catalysts</b></p><p>It is a near certainty that Apple will only be able to reach a $3 trillion market cap soon if the broad market continues to find support. After entering correction territory earlier in 2022, the S&amp;P 500 (SPY) has been rebounding strongly.</p><p>There are a few factors that could push the entire stock market higher from here:</p><ol><li>The conflict in Ukraine takes a turn for the better (i.e., it head towards resolution);</li><li>Crude oil prices continue to dip from the recent highs;</li><li>Inflation plateaus at around 7% to 9% and begins to moderate;</li><li>The Fed delivers the rate hikes that the market expects — not much more or less;</li><li>The US economy continues to show signs of strength;</li><li>Investors grow more confident that valuations have become attractive.</li></ol><p>A few company-specific catalysts could also play a role here. The most important, by far, is calendar Q1 earnings season, which is set to kick off in only a couple of weeks. Apple’s earnings day is likely four to five weeks away.</p><p>Keep in mind that Apple will start to face eye-popping comps in the current quarter. For instance, iPhone revenue growth this time last year reached an impressive 65%, for a two-year stacked annualized rate of 24%. Can the Cupertino company top that in fiscal 2022?</p><p>Regardless of headline numbers, it will be interesting to hear from CEO Tim Cook and team on a number of topics that could be bullish for AAPL stock. Among them:</p><ol><li>Are the supply chain constraints starting to ease?</li><li>How have consumers received the most recent product launches?</li><li>Is the recent Academy Awards win fueling demand for Apple’s services?</li></ol><p><b>The bad news</b></p><p>Things are definitely starting to look better for Apple stock and its investors. However, the good news (i.e. the recent share price rally) comes alongside bad news for those who chose not to buy AAPL when the price was more attractive, a mere couple of weeks ago.</p><p>I have stated repeatedly that buying Apple stock on the dip has historically proven to be the best decision. Unfortunately, the opportunity that stayed on the table for most of 2022 is no longer.</p><p>At only about 2% to 3% below all-time highs, investors that buy AAPL now must be comfortable with the idea of jumping in near a historical peak.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Stock: One Good Day Away From $3 Trillion</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple Stock: One Good Day Away From $3 Trillion\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-30 21:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.The 2022 selloff in Apple ...</p>\n\n<a href=\"https://www.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/apple/stock/apple-stock-one-good-day-away-from-3-trillion","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119843668","content_text":"After struggling through nearly all of 2022, Apple stock is suddenly within striking distance of the $3 trillion market cap. Here’s what could send AAPL past the milestone.The 2022 selloff in Apple stock may finally be over. After stringing together 11 consecutive trading days of gains, the Cupertino company’s equity is within striking distance of being valued at $3 trillion once again.Below, we discuss how far AAPL currently is from the milestone. We also present the potential near-term catalysts that could take Apple stock to all-time highs very soon.Figure 1: Apple Stock: One Good Day Away From $3 Trillion.AAPL: the road to $3 trillionI have recently estimated that Apple will likely have 16.4 billion diluted shares outstanding at the end of the current quarter, which is only a couple of days away. This being the case, a share price of $183 would be enough to value AAPL at $3 trillion.To get to these levels from the current intraday share price of $178, Apple stock would need to climb a mere 2.8%. For instance, shares jumped 3% on March 15 alone. Therefore, the stock could be only one good day of solid gains away from the key market cap figure.The key short-term catalystsIt is a near certainty that Apple will only be able to reach a $3 trillion market cap soon if the broad market continues to find support. After entering correction territory earlier in 2022, the S&P 500 (SPY) has been rebounding strongly.There are a few factors that could push the entire stock market higher from here:The conflict in Ukraine takes a turn for the better (i.e., it head towards resolution);Crude oil prices continue to dip from the recent highs;Inflation plateaus at around 7% to 9% and begins to moderate;The Fed delivers the rate hikes that the market expects — not much more or less;The US economy continues to show signs of strength;Investors grow more confident that valuations have become attractive.A few company-specific catalysts could also play a role here. The most important, by far, is calendar Q1 earnings season, which is set to kick off in only a couple of weeks. Apple’s earnings day is likely four to five weeks away.Keep in mind that Apple will start to face eye-popping comps in the current quarter. For instance, iPhone revenue growth this time last year reached an impressive 65%, for a two-year stacked annualized rate of 24%. Can the Cupertino company top that in fiscal 2022?Regardless of headline numbers, it will be interesting to hear from CEO Tim Cook and team on a number of topics that could be bullish for AAPL stock. Among them:Are the supply chain constraints starting to ease?How have consumers received the most recent product launches?Is the recent Academy Awards win fueling demand for Apple’s services?The bad newsThings are definitely starting to look better for Apple stock and its investors. However, the good news (i.e. the recent share price rally) comes alongside bad news for those who chose not to buy AAPL when the price was more attractive, a mere couple of weeks ago.I have stated repeatedly that buying Apple stock on the dip has historically proven to be the best decision. Unfortunately, the opportunity that stayed on the table for most of 2022 is no longer.At only about 2% to 3% below all-time highs, investors that buy AAPL now must be comfortable with the idea of jumping in near a historical peak.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039248536,"gmtCreate":1646060807569,"gmtModify":1676534086774,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/SPY 20220228 430.0 PUT\">$SPY 20220228 430.0 PUT$</a>why does it say \"we don't support this contract now\"?? T.T","listText":"<a href=\"https://ttm.financial/OPT/SPY 20220228 430.0 PUT\">$SPY 20220228 430.0 PUT$</a>why does it say \"we don't support this contract now\"?? T.T","text":"$SPY 20220228 430.0 PUT$why does it say \"we don't support this contract now\"?? T.T","images":[{"img":"https://static.itradeup.com/news/a892808ff10f5810e8fc940e9539b3fe","width":"1080","height":"2743"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039248536","isVote":1,"tweetType":1,"viewCount":1263,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574368910638460","authorId":"3574368910638460","name":"hothead93","avatar":"https://static.tigerbbs.com/d40a5f23c899f21a321aafa5962df78d","crmLevel":2,"crmLevelSwitch":0},"content":"if you didn't know tiger only supported weekly options so every week you can get the option listed on friday","text":"if you didn't know tiger only supported weekly options so every week you can get the option listed on friday","html":"if you didn't know tiger only supported weekly options so every week you can get the option listed on friday"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9034870109,"gmtCreate":1647865693440,"gmtModify":1676534273253,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034870109","repostId":"1144783263","repostType":2,"repost":{"id":"1144783263","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":1647861337,"share":"https://www.laohu8.com/m/news/1144783263?lang=&edition=full","pubTime":"2022-03-21 19:15","market":"us","language":"en","title":"Pinduoduo Tumbled Nearly 14% in Premarket Trading after Posting Its Financial Result","url":"https://stock-news.laohu8.com/highlight/detail?id=1144783263","media":"Tiger Newspress","summary":"Pinduoduo tumbled nearly 14% in premarket trading after posting its financial result.Pinduoduo today","content":"<html><head></head><body><p>Pinduoduo tumbled nearly 14% in premarket trading after posting its financial result.</p><p><img src=\"https://static.tigerbbs.com/d7767ebe7a429e3be9f50d2e9629aafc\" tg-width=\"768\" tg-height=\"576\" width=\"100%\" height=\"auto\"/></p><p>Pinduoduo today announced its unaudited financial results for the fourth quarter and the fiscal year ended December 31, 2021.</p><p><b>Fourth Quarter 2021 Highlights</b></p><ul><li><b>GMV</b> in the twelve-month period endedDecember 31, 2021wasRMB2,441.0 billion(US$2383.0 billion), an increase of 46% from RMB1,667.6 billion in the twelve-month period ended December 31, 2020.</li><li><b>Total revenues</b> in the quarter were RMB27,230.9 million(US$24,273.1 million), an increase of 3% from RMB 26,547.7 million in the same quarter of 2020.</li><li><b>Average monthly active users3</b>in the quarter was 733.4 million, an increase of 2% from 719.9 million in the same quarter of 2020.</li><li><b>Active buyers4</b>in the twelve-month period ended December 31, 2021was 868.7 million, an increase of 10% from 788.4 million in the twelve-month period ended December 31, 2020.</li><li><b>Annual spending per active buyer5</b>in the twelve-month period ended December 31, 2021wasRMB2,810.0(US$441.0), an increase of 33% fromRMB2,115.2in the twelve-month period ended December 31, 2020.</li></ul><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pinduoduo Tumbled Nearly 14% in Premarket Trading after Posting Its Financial Result</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\">\nPinduoduo Tumbled Nearly 14% in Premarket Trading after Posting Its Financial Result\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\">2022-03-21 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Pinduoduo tumbled nearly 14% in premarket trading after posting its financial result.</p><p><img src=\"https://static.tigerbbs.com/d7767ebe7a429e3be9f50d2e9629aafc\" tg-width=\"768\" tg-height=\"576\" width=\"100%\" height=\"auto\"/></p><p>Pinduoduo today announced its unaudited financial results for the fourth quarter and the fiscal year ended December 31, 2021.</p><p><b>Fourth Quarter 2021 Highlights</b></p><ul><li><b>GMV</b> in the twelve-month period endedDecember 31, 2021wasRMB2,441.0 billion(US$2383.0 billion), an increase of 46% from RMB1,667.6 billion in the twelve-month period ended December 31, 2020.</li><li><b>Total revenues</b> in the quarter were RMB27,230.9 million(US$24,273.1 million), an increase of 3% from RMB 26,547.7 million in the same quarter of 2020.</li><li><b>Average monthly active users3</b>in the quarter was 733.4 million, an increase of 2% from 719.9 million in the same quarter of 2020.</li><li><b>Active buyers4</b>in the twelve-month period ended December 31, 2021was 868.7 million, an increase of 10% from 788.4 million in the twelve-month period ended December 31, 2020.</li><li><b>Annual spending per active buyer5</b>in the twelve-month period ended December 31, 2021wasRMB2,810.0(US$441.0), an increase of 33% fromRMB2,115.2in the twelve-month period ended December 31, 2020.</li></ul><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144783263","content_text":"Pinduoduo tumbled nearly 14% in premarket trading after posting its financial result.Pinduoduo today announced its unaudited financial results for the fourth quarter and the fiscal year ended December 31, 2021.Fourth Quarter 2021 HighlightsGMV in the twelve-month period endedDecember 31, 2021wasRMB2,441.0 billion(US$2383.0 billion), an increase of 46% from RMB1,667.6 billion in the twelve-month period ended December 31, 2020.Total revenues in the quarter were RMB27,230.9 million(US$24,273.1 million), an increase of 3% from RMB 26,547.7 million in the same quarter of 2020.Average monthly active users3in the quarter was 733.4 million, an increase of 2% from 719.9 million in the same quarter of 2020.Active buyers4in the twelve-month period ended December 31, 2021was 868.7 million, an increase of 10% from 788.4 million in the twelve-month period ended December 31, 2020.Annual spending per active buyer5in the twelve-month period ended December 31, 2021wasRMB2,810.0(US$441.0), an increase of 33% fromRMB2,115.2in the twelve-month period ended December 31, 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9043950797,"gmtCreate":1655863772319,"gmtModify":1676535721358,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043950797","repostId":"1133497983","repostType":4,"repost":{"id":"1133497983","pubTimestamp":1655869816,"share":"https://www.laohu8.com/m/news/1133497983?lang=&edition=full","pubTime":"2022-06-22 11:50","market":"us","language":"en","title":"NIO: Results Are In, And Maybe So Is The Bottom","url":"https://stock-news.laohu8.com/highlight/detail?id=1133497983","media":"Seeking Alpha","summary":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO announced Q1 results and underwhelmed investors.</li><li>Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.</li><li>The bottom might be in, and NIO could appreciate over 300% in the coming months.</li></ul><p><b>Thesis Summary</b></p><p>NIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.</p><p>Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.</p><p>On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.</p><p>With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.</p><p><b>Recent Results</b></p><p>In my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.</p><p>Let’s begin by looking at deliveries for the latest quarter.</p><p><img src=\"https://static.tigerbbs.com/a0bdf6679d390abdee3945b62903d029\" tg-width=\"640\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/></p><p>NIO Q1 Deliveries(IR NIO)</p><p>NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.</p><p>While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:</p><p><img src=\"https://static.tigerbbs.com/fab46e448af8f6c75ae7f2b5c8095456\" tg-width=\"640\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/></p><p>NIO Financial Results(NIO IR)</p><p>Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.</p><p>Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.</p><p>However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.</p><p><b>Numerous Catalysts</b></p><p>NIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.</p><p>One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.</p><p>This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO&#39;s part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.</p><p>Also, NIO’s founder William Li announced recently that the company would be launching a development (R&amp;D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.</p><p>On top of that, it’s worth mentioning that NIO is building another factory in Lu&#39;an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.</p><p>On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.</p><p>On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.</p><p>Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.</p><p>Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.</p><p>To this, we can add the fact that China will probably be expanding EV subsidies until next year.</p><p>In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.</p><p><b>Early Signs of A Bottom</b></p><p>The events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.</p><p>We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:</p><p><img src=\"https://static.tigerbbs.com/9e8016b3ec78347b3f5c43727e90b0c7\" tg-width=\"1280\" tg-height=\"653\" referrerpolicy=\"no-referrer\"/></p><p>NIO Technical Analysis(Author&#39;s work)</p><p>As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.</p><p>Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.</p><p>All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.</p><p><b>Valuation</b></p><p>EVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).</p><p>With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:</p><p><img src=\"https://static.tigerbbs.com/b56774ecb609017deaffbfadf74ebf48\" tg-width=\"640\" tg-height=\"174\" referrerpolicy=\"no-referrer\"/></p><p>NIO Revenue Forecasts(Seeking Alpha)</p><p>By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.</p><p>On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.</p><p><b>Risks</b></p><p>Investing in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.</p><p>As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.</p><p><b>Final Thoughts</b></p><p>NIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.</p><p>While it is still early days, I believe the most likely scenario now is that the bottom is in.</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>NIO: Results Are In, And Maybe So Is The Bottom</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\">\nNIO: Results Are In, And Maybe So Is The Bottom\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 11:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in,...</p>\n\n<a href=\"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4519556-nio-results-are-in-and-so-is-the-bottom?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A9","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133497983","content_text":"SummaryNIO announced Q1 results and underwhelmed investors.Under the surface, many catalysts are in play for NIO, and this is why shares have rallied strongly in the last month.The bottom might be in, and NIO could appreciate over 300% in the coming months.Thesis SummaryNIO Inc. (NYSE:NIO) previewed its Q1 results ten days ago, and despite what some have qualified as disappointing results and guidance, the stock is up nearly 30% in the last month.Results, while not great, have been good in a challenging macroeconomic context. But most important are the numerous growth catalysts that NIO has announced in the last few months.On top of that, with the recent rally, NIO shares have shown clear evidence of a sentiment shift and early signs that a bottom could be in.With that said, I am changing my rating back to a strong buy, as I see this as an opportunity to both buy NIO near the low while also buying shares into strength.Recent ResultsIn my last article on NIO, I talked about the challenges posed by the CCP and delisting fears. I gave NIO a buy rating back then since I was fundamentally bullish, but the environment and share price were not. Now, with the latest results in place, numerous catalysts and a strong trend reversal, I am shifting my view back to a strong buy.Let’s begin by looking at deliveries for the latest quarter.NIO Q1 Deliveries(IR NIO)NIO delivered 25,768 vehicles in Q1, which was only a 0.3% increase versus the latest quarter but a 25% increase YoY.While deliveries have certainly been underwhelming, it is perhaps the shrinking margins which investors have been most concerned about:NIO Financial Results(NIO IR)Although NIO provided a technical beat on EPS, vehicle margin has contracted by 310bp YoY and 280bp QoQ. The gross margin now sits at 14.8%, while it was 19.5% this time last year.Investors are rightly asking themselves how a company like NIO will return value to them in the future. NIO is in a very competitive market and is also fighting supply disruptions, along with higher input costs brought about by inflation.However, if we focus on what NIO can control, we see strong initiatives coming from the company to improve profitability, improve their product offerings, and keep growing at a fast rate.Numerous CatalystsNIO is doing everything it can to solve the problems it faces today. But complex problems require complex solutions, and it will take time for NIO to turn things around.One such initiative is NIO announcing plans to develop its own battery pack in 2024. The company will produce an 800-volt pack and use a combination of in-home and outsourced batteries for its production needs.This follows a prior announcement that NIO was investing $32.8 million to develop a lithium-ion battery lab in Shanghai. This is a great move on NIO's part, as lithium lies at the heart of battery technology and is becoming an expensive and scarce resource. EV makers that can find a way to optimize the use of lithium will have a great advantage over competitors moving forward.Also, NIO’s founder William Li announced recently that the company would be launching a development (R&D) center for autonomous driving and artificial intelligence in Singapore, where NIO shares were recently listed.On top of that, it’s worth mentioning that NIO is building another factory in Lu'an city, which will be completed in the first half of 2023. This park will make aluminum die-casting products, which will not only improve NIO’s margins but also help reduce emissions by 50%.On the profitability front, NIO is doing its best to keep costs down by investing in better technology and increasing its production capacity, which will provide them with economies of scale.On the more imminent growth part of the equation, we also have two recent catalysts that will help NIO maintain high levels of growth.Firstly, the company has announced the launch of the ES7, a mid-large-sized SUV. What’s most notable about this launch is that it will be the first NIO vehicle to operate on the new NT 2.0 technology platform, which features level 4 autonomous driving. The ES7 could be a game-changer for NIO, and it should help boost sales starting in September.Furthermore, NIO will also be getting help from the Chinese government. As one of the many measures introduced by the CCP to promote consumption after the pandemic, China will be increasing the quota for passenger cars. In China, the ownership of cars is limited, but this limit will be increased this year, which will be a catalyst for car manufacturers as a whole.To this, we can add the fact that China will probably be expanding EV subsidies until next year.In conclusion, we have numerous catalysts in play now that were not present a month ago, which is changing investor sentiment.Early Signs of A BottomThe events of the last month have propelled NIO shares higher since we reached a bottom at around $14. Investor sentiment looks to have shifted, COVID lockdowns in China are ending, the government is moving to increase consumption, and both NIO and the market as a whole have come down to much more attractive valuations.We are beginning to see signs of a bottom, and this is also evident if we look at NIO’s price chart:NIO Technical Analysis(Author's work)As we can see from the chart above, NIO has now escaped the downtrend channel it has been in since November of last year. On top of that, we have seen very impulsive moves, with NIO rallying over 10% on numerous days. From an Elliott Wave perspective, we could point out 5 waves up, forming a diagonal.Lastly, the RSI and MACD are also giving us bullish indications. On the 1D chart, the RSI has established a clear uptrend, but it is still far from overbought. The MACD has avoided a bullish crossover and gained momentum, which is also encouraging.All in all, we are seeing early signs of a bottom. The sentiment is changing, which is backed up by the technical picture.ValuationEVs are essentially computers on wheels. That’s why comparisons and valuations with “traditional” auto manufacturers are inappropriate. EV makers are like tech companies, collecting data with every ride, and the value of this data is hard to calculate (though we know it is significant).With that said, NIO currently trades at a P/S of 4, and this seems pretty low considering future growth prospects:NIO Revenue Forecasts(Seeking Alpha)By 2025 NIO could achieve between $23-$35 billion in revenue, implying a fwd P/S of 0.89. NIO’s average P/S since its inception has been close to 11, and Tesla currently trades at a P/S close to 8. NIO’s P/S should be closer to this in the long run, and even using a conservative figure of 6, NIO shares could easily double from here.On top of that, investing in NIO at these prices comes with a considerable safety net. NIO has about 5$/share and is trading at only four times that. This is a company that is growing fast and is nowhere near bankruptcy. Realistically, the shares can’t go down much below recent lows.RisksInvesting in NIO doesn’t come without risks. Chinese stocks are in a delicate situation right now, given geopolitical tensions and delisting fears, which I addressed in my last article.As mentioned above, NIO favors a challenging macro environment and a competitive landscape, but I see evidence that the company can turn this around.Final ThoughtsNIO Inc is one of the leading EV manufacturers in China, quickly becoming a global company. While recent results could be interpreted as weak, the company is making the right moves to improve profitability and keep growing. Furthermore, investors should remember that EVs are more than just cars, and the value of the data and technology in them is hard to calculate at this point; this is why Tesla and NIO command much higher valuation multiples.While it is still early days, I believe the most likely scenario now is that the bottom is in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032666733,"gmtCreate":1647356131112,"gmtModify":1676534220180,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032666733","repostId":"1111044126","repostType":4,"repost":{"id":"1111044126","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1647346779,"share":"https://www.laohu8.com/m/news/1111044126?lang=&edition=full","pubTime":"2022-03-15 20:19","market":"us","language":"en","title":"Price Target Changes｜NIKE Cut to $192 by Morgan Stanley; Ulta Beauty is Boosted to $469 by Barclays","url":"https://stock-news.laohu8.com/highlight/detail?id=1111044126","media":"Benzinga","summary":"Wells Fargo cut the price target on Coupa Software Incorporated from $190 to $80. Laredo Petroleum s","content":"<html><head></head><body><p>Wells Fargo cut the price target on Coupa Software Incorporated from $190 to $80. Laredo Petroleum shares fell 29.8% to $63.10 in pre-market trading.</p><p>Credit Suisse raised HollyFrontier Corporation price target from $44 to $50. HollyFrontier shares fell 0.2% to $36.33 in pre-market trading.</p><p>Raymond James cut the price target on EverCommerce Inc. from $24 to $17. EverCommerce shares fell 1.6% to $12.02 in pre-market trading.</p><p>Barclays boosted the price target for Ulta Beauty, Inc. from $440 to $469. Ulta Beauty shares rose 0.3% to $358.50 in pre-market trading.</p><p>SVB Leerink cut Nektar Therapeutics price target from $18 to $7. Nektar Therapeutics shares fell 1.2% to $4.11 in pre-market trading.</p><p>RBC Capital cut the price target on Affirm Holdings, Inc. from $83 to $58. Affirm Holdings shares fell 0.4% to $26.11 in pre-market trading.</p><p>Oppenheimer cut the price target for Dollar General Corporation from $270 to $240. Dollar General shares gained 0.5% to $209.79 in pre-market trading.</p><p>HC Wainwright &amp; Co. cut Super League Gaming, Inc. price target from $6 to $4. Super League Gaming shares fell 3.3% to $1.78 in pre-market trading.</p><p>Stifel reduced Evolv Technologies Holdings, Inc. price target from $10 to $2. Evolv Technologies shares fell 21.4% to $2.35 in pre-market trading.</p><p>Morgan Stanley cut NIKE, Inc. price target from $202 to $192. NIKE shares rose 0.8% to $118.47 in pre-market trading.</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>Price Target Changes｜NIKE Cut to $192 by Morgan Stanley; Ulta Beauty is Boosted to $469 by Barclays</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\">\nPrice Target Changes｜NIKE Cut to $192 by Morgan Stanley; Ulta Beauty is Boosted to $469 by Barclays\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-03-15 20:19</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wells Fargo cut the price target on Coupa Software Incorporated from $190 to $80. Laredo Petroleum shares fell 29.8% to $63.10 in pre-market trading.</p><p>Credit Suisse raised HollyFrontier Corporation price target from $44 to $50. HollyFrontier shares fell 0.2% to $36.33 in pre-market trading.</p><p>Raymond James cut the price target on EverCommerce Inc. from $24 to $17. EverCommerce shares fell 1.6% to $12.02 in pre-market trading.</p><p>Barclays boosted the price target for Ulta Beauty, Inc. from $440 to $469. Ulta Beauty shares rose 0.3% to $358.50 in pre-market trading.</p><p>SVB Leerink cut Nektar Therapeutics price target from $18 to $7. Nektar Therapeutics shares fell 1.2% to $4.11 in pre-market trading.</p><p>RBC Capital cut the price target on Affirm Holdings, Inc. from $83 to $58. Affirm Holdings shares fell 0.4% to $26.11 in pre-market trading.</p><p>Oppenheimer cut the price target for Dollar General Corporation from $270 to $240. Dollar General shares gained 0.5% to $209.79 in pre-market trading.</p><p>HC Wainwright &amp; Co. cut Super League Gaming, Inc. price target from $6 to $4. Super League Gaming shares fell 3.3% to $1.78 in pre-market trading.</p><p>Stifel reduced Evolv Technologies Holdings, Inc. price target from $10 to $2. Evolv Technologies shares fell 21.4% to $2.35 in pre-market trading.</p><p>Morgan Stanley cut NIKE, Inc. price target from $202 to $192. NIKE shares rose 0.8% to $118.47 in pre-market trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","EVLV":"Evolv Technologies Holdings, Inc.","AFRM":"Affirm Holdings, Inc.","NKTR":"内克塔治疗","EVCM":"EverCommerce Inc.","DG":"美国达乐公司","ULTA":"Ulta美容"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111044126","content_text":"Wells Fargo cut the price target on Coupa Software Incorporated from $190 to $80. Laredo Petroleum shares fell 29.8% to $63.10 in pre-market trading.Credit Suisse raised HollyFrontier Corporation price target from $44 to $50. HollyFrontier shares fell 0.2% to $36.33 in pre-market trading.Raymond James cut the price target on EverCommerce Inc. from $24 to $17. EverCommerce shares fell 1.6% to $12.02 in pre-market trading.Barclays boosted the price target for Ulta Beauty, Inc. from $440 to $469. Ulta Beauty shares rose 0.3% to $358.50 in pre-market trading.SVB Leerink cut Nektar Therapeutics price target from $18 to $7. Nektar Therapeutics shares fell 1.2% to $4.11 in pre-market trading.RBC Capital cut the price target on Affirm Holdings, Inc. from $83 to $58. Affirm Holdings shares fell 0.4% to $26.11 in pre-market trading.Oppenheimer cut the price target for Dollar General Corporation from $270 to $240. Dollar General shares gained 0.5% to $209.79 in pre-market trading.HC Wainwright & Co. cut Super League Gaming, Inc. price target from $6 to $4. Super League Gaming shares fell 3.3% to $1.78 in pre-market trading.Stifel reduced Evolv Technologies Holdings, Inc. price target from $10 to $2. Evolv Technologies shares fell 21.4% to $2.35 in pre-market trading.Morgan Stanley cut NIKE, Inc. price target from $202 to $192. NIKE shares rose 0.8% to $118.47 in pre-market trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9039326337,"gmtCreate":1645928346451,"gmtModify":1676534075435,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039326337","repostId":"1172565671","repostType":4,"repost":{"id":"1172565671","pubTimestamp":1645917232,"share":"https://www.laohu8.com/m/news/1172565671?lang=&edition=full","pubTime":"2022-02-27 07:13","market":"us","language":"en","title":"US IPO Week Ahead: The March IPO Market Starts with a Quiet Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1172565671","media":"Renaissance Capital","summary":"The IPO market is expected to have another quiet week heading into March, with just one SPAC current","content":"<html><head></head><body><p>The IPO market is expected to have another quiet week heading into March, with just one SPAC currently scheduled for the week ahead.</p><p>Life sciences and sustainability-focused Valuence Merger I (VMCAU) may price, with plans to raise $200 million. The company is led by CEO Sung Yoon Woo, the founder and CEO of South Korean private equity firm Credian Partners.</p><p><img src=\"https://static.tigerbbs.com/f1a7f293eb10973660ac3f11e7ca80e0\" tg-width=\"1406\" tg-height=\"252\" width=\"100%\" height=\"auto\"/>We would normally expect to see launches as the February lull comes to a close, but new issuers are likely now waiting for the past week&#39;s market turmoil to settle. While the calendar is quiet for now, the IPO pipeline has plenty of candidates for when the market reopens.</p><p>Street research is expected for two companies, and lock-up periods will be expiring for up to four companies. For access to Street research and lock-up expiration dates, sign up for a free trial of IPO Pro.</p><h2>IPO Market Snapshot</h2><p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 2/24/2022, the Renaissance IPO Index was down 23.2% year-to-date, while the S&amp;P 500 was down 9.8%. Renaissance Capital&#39;s IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Snowflake (SNOW). The Renaissance International IPO Index was down 19.3% year-to-date, while the ACWX was down 8.2%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Kuaishou.</p></body></html>","source":"lsy1603787993745","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US IPO Week Ahead: The March IPO Market Starts with a Quiet Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS IPO Week Ahead: The March IPO Market Starts with a Quiet Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-27 07:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/91188/US-IPO-Week-Ahead-The-March-IPO-market-starts-with-a-quiet-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The IPO market is expected to have another quiet week heading into March, with just one SPAC currently scheduled for the week ahead.Life sciences and sustainability-focused Valuence Merger I (VMCAU) ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/91188/US-IPO-Week-Ahead-The-March-IPO-market-starts-with-a-quiet-week\">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.renaissancecapital.com/IPO-Center/News/91188/US-IPO-Week-Ahead-The-March-IPO-market-starts-with-a-quiet-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172565671","content_text":"The IPO market is expected to have another quiet week heading into March, with just one SPAC currently scheduled for the week ahead.Life sciences and sustainability-focused Valuence Merger I (VMCAU) may price, with plans to raise $200 million. The company is led by CEO Sung Yoon Woo, the founder and CEO of South Korean private equity firm Credian Partners.We would normally expect to see launches as the February lull comes to a close, but new issuers are likely now waiting for the past week's market turmoil to settle. While the calendar is quiet for now, the IPO pipeline has plenty of candidates for when the market reopens.Street research is expected for two companies, and lock-up periods will be expiring for up to four companies. For access to Street research and lock-up expiration dates, sign up for a free trial of IPO Pro.IPO Market SnapshotThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 2/24/2022, the Renaissance IPO Index was down 23.2% year-to-date, while the S&P 500 was down 9.8%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Uber Technologies (UBER) and Snowflake (SNOW). The Renaissance International IPO Index was down 19.3% year-to-date, while the ACWX was down 8.2%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Volvo Car Group and Kuaishou.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9034046826,"gmtCreate":1647741766005,"gmtModify":1676534262097,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9034046826","repostId":"2220726035","repostType":4,"repost":{"id":"2220726035","pubTimestamp":1647650557,"share":"https://www.laohu8.com/m/news/2220726035?lang=&edition=full","pubTime":"2022-03-19 08:42","market":"us","language":"en","title":"Disney: Awakening The Sleeping Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2220726035","media":"seekingalpha","summary":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Disney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it&#39;s operating in.</li><li>ESPN&#39;s huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.</li><li>Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney&#39;s parks along with an improvement in margins.</li><li>Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b25c502149358c089ee67660f6d4830\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>hapabapa/iStock Editorial via Getty Images</span></p><p>Walt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.</p><p><b>Investment thesis</b></p><p>The investment theses for Disney are as follows:</p><ol><li>Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.</li><li>Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.</li><li>Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.</li></ol><p>Overview</p><p>When looking at Disney, it&#39;s important to note the revenue mix of the company. There are two main segments to Disney:</p><ol><li>Disney Media &amp; Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney&#39;s reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, Hulu</li><li>Disney Parks, Experiences &amp; Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney&#39;s most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.</li></ol><p>However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney&#39;s DTC streaming services like Disney+</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85405b7865b0cfd86dacf33622d3fdb2\" tg-width=\"640\" tg-height=\"184\" width=\"100%\" height=\"auto\"/><span>Revenue mix and growth of Disney (Disney Annual Reports)</span></p><p>When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney&#39;s DPEP segment operating margins will normalise as customers return to its parks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7cde9d56416980fbbade8ae8f921bbbd\" tg-width=\"640\" tg-height=\"233\" width=\"100%\" height=\"auto\"/><span>Disney Operating Income Mix and Growth (Disney Annual Reports)</span></p><p><b>Disney+ is well positioned for the future</b></p><p>With net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.</p><p>Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.</p><p>Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release <i>Turning Red</i> (11 March) and Marvel releases <i>Moon Knight</i> (30 March).</p><p>More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series <i>Andor</i> (To be announced) and <i>Obi-Wan Kenobi</i> (25 March), new Marvel series <i>Ms. Marvel</i> (To be announced) and <i>She-Hulk</i> (To be announced), a live-action <i>Pinocchio</i>(To be announced) starring Tom Hanks, and <i>Hocus Pocus 2</i> (FY2023).</p><p>Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.</p><p>In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.</p><p>Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.</p><p>In the 1QFY22 management call, management emphasised Disney+&#39;s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.</p><p>In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.</p><p><b>Sports could be a future bright spot</b></p><p>In the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN&#39;s parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney&#39;s brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.</p><p>In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks from</p><p>There were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.</p><p>Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN&#39;s reach and scale to partner with 3rd parties in the sports betting space.</p><p>In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney&#39;s owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.</p><p>In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.</p><p><b>Recovery of parks will bring huge revenue and operating income upside</b></p><p>In 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.</p><p>Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.</p><p>Furthermore, based on the latest results, trends in attendance at Disney&#39;s domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.</p><p>Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney&#39;s domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.</p><p>For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney&#39;s Parks segment will be significant in FY2022.</p><p><b>Valuation</b></p><p>Based on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/592ec77a3e6703ec77a973ea2f37ec2d\" tg-width=\"640\" tg-height=\"267\" width=\"100%\" height=\"auto\"/><span>SOTP Valuation of Disney (Author generated model)</span></p><p>Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.</p><p>Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney&#39;s competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9bba2de777172d857327f65f1635488c\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>However, as highlighted in earlier sections, Disney&#39;s growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney&#39;s revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b539d4941a78dc5366d8a9b95abaa13\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><b>Risks</b></p><p><b>Competition</b></p><p>We are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney&#39;s subscriber and margin growth.</p><p><b>COVID related risks</b></p><p>As Disney&#39;s traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney&#39;s parks are operating in could result in slower than expected recovery.</p><p><b>Conclusion</b></p><p>All in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Disney: Awakening The Sleeping Giant</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\">\nDisney: Awakening The Sleeping Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-19 08:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional...</p>\n\n<a href=\"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","BK4551":"寇图资本持仓","BK4524":"宅经济概念","BK4534":"瑞士信贷持仓","BK4561":"索罗斯持仓","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://seekingalpha.com/article/4496356-disney-attractive-investment-long-term-growth","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2220726035","content_text":"SummaryDisney+ is on track to meeting its FY2024 targets and will be doubling the number of original content as well as the number of markets it's operating in.ESPN's huge scale could bring additional huge growth opportunities in sports betting, which Disney has given the nod of approval for.Both domestic and international parks will see strong recovery as pent-up demand for travel brings traffic back to Disney's parks along with an improvement in margins.Based on an SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels.hapabapa/iStock Editorial via Getty ImagesWalt Disney (NYSE:DIS) is an attractive investment right now due to its long term growth potential as well as its likely recovery from covid impacts to its parks and attractions.Investment thesisThe investment theses for Disney are as follows:Disney+ will be doubling the number of markets it operates in globally and doubling the amount of original content it is releasing. Furthermore, the market is under-pricing the chance of Disney+ achieving its FY2024 targets, which in my view, is becoming much more achievable with the current roadmap.Sports could be an interesting bright spot for Disney as ESPN could leverage on its huge scale to enter sports betting, which is what many of its ESPN consumers want.Parks segment will see a strong recovery in FY2022 due to increasing domestic and international guests at its attractions as travel resumes and heads back towards pre-COVID times.OverviewWhen looking at Disney, it's important to note the revenue mix of the company. There are two main segments to Disney:Disney Media & Entertainment Distribution (DMED) segment which makes up 75% of revenues in 2021. This segment was formed in 2020 as part of Disney's reorganisation of its media and entertainment business and as it focuses more on the segment. This segment includes streaming services,, linear and syndicated television networks. This includes the direct-to-consumer units like Disney+, Hotstar, ESPN, HuluDisney Parks, Experiences & Products (DPEP) segment which makes up 25% of revenues in 2021. This is Disney's most iconic travel and leisure business which includes its 6 resort destinations in the United States, Europe and Asia, as well as its cruise line.However, the revenue mix in FY2020 and FY2021, in my opinion, is more skewed towards DMED segment due to the huge impact on DPEP segment as the COVID 19 pandemic struck in 2020 and the impacts continued to linger in 2021. Of course, there is also the trend of fast growing DMED segment due to the increasing penetration of Disney's DTC streaming services like Disney+Revenue mix and growth of Disney (Disney Annual Reports)When looking at the operating income mix, I think it is quite clear that the DPEP segment has not just seen a decline in revenues, but also margin reduction due to the low volumes in its parks and attractions. That said, at pre-COVID levels, the DPEP segment was one of the more profitable segments at around 27% operating margins. In my opinion, it is a matter of time before Disney's DPEP segment operating margins will normalise as customers return to its parks.Disney Operating Income Mix and Growth (Disney Annual Reports)Disney+ is well positioned for the futureWith net adds to Disney+ subs being 11.8 million in 1QFY22, this beat on consensus shows me that the market may perhaps be underpricing the probability of Disney+ achieving its long term 2024 target of achieving 230 million to 260 million subscribers.Furthermore, what makes me more optimistic about Disney+ is the strong slate of marquee content coming in 2QF22 and beyond.Overall, Disney is almost doubling the amount or original content from its marquee brands in Disney+ in FY2022, with most of these titles coming online in 2HFY22, particularly between July and September. In 2QF22, Pixar will release Turning Red (11 March) and Marvel releases Moon Knight (30 March).More highly anticipated releases in 3QF22 and after will include 2 new Star Wars series Andor (To be announced) and Obi-Wan Kenobi (25 March), new Marvel series Ms. Marvel (To be announced) and She-Hulk (To be announced), a live-action Pinocchio(To be announced) starring Tom Hanks, and Hocus Pocus 2 (FY2023).Management reiterated that they have more than 340 local original titles in various stages of development and production for their DTC platforms over the next few years. Local content offerings are also increasing in Asia, India, Europe, and LatAm in FY2022, with the majority of those titles releasing in F2H22.In my opinion, this will be a pivotal moment for Disney+ as 4QFY22 will be the first time in Disney+ history that the company will be releasing original content throughout the quarter from all of Disney, Marvel, Star Wars, Pixar, and Nat Geo.Although there could be some risk of subs deceleration in 2QFY22 due to the back end weighted content in the second half of the year. That said, the focus should really be on 2HFY22 as, in my opinion, there could be meaningfully much higher net adds to subscriber base, partly due to content release schedule in 2HFY22, and also the international launches happening as Disney+ expands its reach globally.In the 1QFY22 management call, management emphasised Disney+'s expansion globally. In FY2022, the company plans on bringing Disney+ to more than 50 more countries. This includes countries in Central Eastern Europe, the Middle East, and South Africa.In total, management has plans to more than double the number of markets Disney+ is in now from 80 currently to more than 160 markets by FY2023. I would expect that the initial impact of these planned market launches will be most evident in F3Q22. As such, I am of the opinion that we will continue to see quarter over quarter improvements in Disney+ net adds from 8 million net adds in 2QFY22, to 12 million net adds in 3QFY22.Sports could be a future bright spotIn the November 10 2021 earnings call, Bob Chapek, CEO of Disney, said that the company will expand into sports betting through ESPN. Although this may not sound like anything new, this is the first time ESPN's parent company, Disney, acknowledged that sports betting will be beneficial to the parent company and will not affect Disney's brand. This sets a clear signal that the top management in Disney is giving the go ahead to go deeper and bigger into the world of sports betting.In fact, sports betting has been something the company has been dipping its toes into. In 2020, ESPN got into an agreement with both Caesars Entertainment and DraftKings to link to their sportsbooks fromThere were talks in August 2021 about ESPN, at that time, was in discussions to potentially explore a brand licensing deal with DraftKings or Caesars Entertainment for $3 billion.Bob Chapek mentioned that the company wants to have a greater presence in online sports betting and can leverage on ESPN's reach and scale to partner with 3rd parties in the sports betting space.In my opinion, this could help Disney create brand new revenue streams and bring growth to ESPN, especially as ESPN advertising revenues were flat in the 4th quarter of 2021 when compared to the same quarter a year before. However, its streaming service EPSN+ grew subscribers by 66% over the year and almost 90% of the most watched broadcasts on Disney's owned TV networks were sports events. Thus, I think that to leverage on this strength that Disney has would make lots of sense not just for ESPN, but for Disney as a whole.In addition, the move to sports betting would also attract and retain a younger audience and keep the momentum growing for ESPN. Furthermore, it is noted by Chapel that the consumer wants to have sports betting and to meet the needs of the ESPN customers, Disney needs to move into sports betting or risk missing a great opportunity or even being irrelevant in the future.Recovery of parks will bring huge revenue and operating income upsideIn 1QFY22, the Parks segment saw a material beat in revenues and operating incomes which in my view is a sign that we could be seeing structurally stronger growth rates in revenue as well as operating margins normalisation as international parks and domestic parks fully open and as travel returns to pre-pandemic levels.Although there were lower attendance than 2019, Parks revenue and operating income matched pre-pandemic levels due to the higher yield benefits with per cap spending up more than 40% compared to 1QFY19.Furthermore, based on the latest results, trends in attendance at Disney's domestic parks have continued to increase as Walt Disney World and Disneyland 1QFY22 attendance was up double digits compared to that of 4QFY21. This was likely also reflecting the seasonality effects of the holiday season.Moving forward, although there is likely to be continued impact from COVID in the form of volatility, Disney's domestic parks will likely see continued strong demand from domestic guests while international parks will likely see a surge in demand in the latter half of the year. This is due to the increased closures like that of Hong Kong Disneyland currently being temporarily closed.For my longer term forecasts, I believe that we could see per caps spending sustain above pre-COVID levels and thus this will drive higher margins for the segment. Driven by huge volume and customer growth both from domestic and international guests, the recovery in Disney's Parks segment will be significant in FY2022.ValuationBased on above points mentioned, I developed a financial model for Disney to come up with a valuation using sum of the parts (SOTP) valuation of the different segments. Due to the currently unprofitable nature of DTC, this was forecasted using longer term DCF model for the DTC segment.SOTP Valuation of Disney (Author generated model)Based on the SOTP valuation, I derived a target price of $197, and there is a 43% upside potential for Disney based on current price levels.Looking to relative valuation, when comparing Disney with Netflix (NFLX), one of Disney's competitors in the streaming services market, the forward P/E ratios of both companies are somewhat similar at about 31x to 32x 1 year forward P/E.Data by YChartsHowever, as highlighted in earlier sections, Disney's growth is likely to be higher than that of Netflix due to the higher growth from DPEP segment as travel recovers, and also from DMED segment as Disney+ content releases bring in record numbers of net adds and subscribers. As can be seen below, although Disney's revenues plunged in 2020, its starting to show faster growth in 2021 as it continues to recover from the COVID situation.Data by YChartsRisksCompetitionWe are seeing increased competition in the streaming space. Although Disney has a strong franchise of brands in Disney+, competitors like Netflix, Apple TV (AAPL) and Amazon Prime Video (AMZN) could significantly increase content and marketing trend, competing for the same eyeballs for streaming services and thereby restricting Disney's subscriber and margin growth.COVID related risksAs Disney's traditional travel and leisure Parks business is very susceptible to global travel and tourism trends, any increase in COVID related measures in any geographies that Disney's parks are operating in could result in slower than expected recovery.ConclusionAll in all, there is a good risk reward investment opportunity for Disney at the current levels. With Parks segment set to see margin improvement to above pre-COVID levels as well as see traffic return, this will bring about a huge growth in revenues and profits from the profitable parks business. Furthermore, Disney continues to execute well in its streaming business, with 2HFY22 being a very exciting time for Disney+ as it rolls out to more markets and as it releases much more original marquee content that could reach a wide range of audiences. Based on SOTP valuation, my target price for Disney is $197, implying 43% upside from current levels, which is an attractive investment opportunity in my view.","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048909434,"gmtCreate":1656123001628,"gmtModify":1676535772088,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048909434","repostId":"1192265091","repostType":4,"repost":{"id":"1192265091","pubTimestamp":1656114377,"share":"https://www.laohu8.com/m/news/1192265091?lang=&edition=full","pubTime":"2022-06-25 07:46","market":"us","language":"en","title":"Get Ready for a Rally in S&P 500","url":"https://stock-news.laohu8.com/highlight/detail?id=1192265091","media":"StreetInsider","summary":"Equity strategists at Stifel think the S&P 500 could surge higher this summer, led by cyclical growt","content":"<html><head></head><body><p>Equity strategists at Stifel think the S&amp;P 500 could surge higher this summer, led by cyclical growth stocks including tech, despite being in a secular or long-term bear market. Analysts are calling for a roughly surge that could take the index to 4,150. The prediction isn&#39;t for a new bull market, but a medium-term &#34;relief rally.&#34;</p><p>Barry Bannister, Stifel’s Chief Equity Strategist, explained, &#34;We have described the way in which the S&amp;P 500 in 2022 likely entered a &#39;secular bear market&#39; although the process is not linear, and we see a relief rally led by Cyclical Growth to 4,150 for the S&amp;P 500 in summer 2022 as oil prices fall and the market looks ahead to a possible Fed rate pause at their Dec-2022 meeting.&#34;</p><p>The strategist sees the PMI Manufacturing index pulling back to a low-50s level soon, indicating slower GDP growth but not a 2022 recession. This could set up a classic case of sell the rumor buy the fact for investors.</p><p>Bannister also thinks Ukraine’s cost to the West has become untenable as GDP slows with inflation, and there could be a ceasefire that could result in much lower oil prices, $85 per barrel by December of this year. Investors could also get even more relief if the Fed pauses rate hikes around the same time.</p><p>“…this stock market is looking for good inflation news, which is oil,” wrote Bannister, adding, “We see Core PCE inflation slowing to the Fed’s view of 2.7% by 2023, which we expect to prompt a Dec-2022 Fed pause.”</p><p>The S&amp;P 500 is down 18% since the start of the year amid fears of a recession, and investors have sold cyclicals in favor of defense, setting the stage for a bounce higher in technology stocks and similar areas of the market.</p><p>“The S&amp;P 500 already reflects a steep EPS recession, but our earnings estimates do not, for now, corroborate that fear,” said Bannister. “The S&amp;P 500 has removed all COVID froth, but we see no U.S. recession in 6 months and a summer rally to 4,150.”</p></body></html>","source":"highlight_streetinsider","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Get Ready for a Rally in S&P 500</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGet Ready for a Rally in S&P 500\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-25 07:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20252249><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Equity strategists at Stifel think the S&P 500 could surge higher this summer, led by cyclical growth stocks including tech, despite being in a secular or long-term bear market. Analysts are calling ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20252249\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20252249","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192265091","content_text":"Equity strategists at Stifel think the S&P 500 could surge higher this summer, led by cyclical growth stocks including tech, despite being in a secular or long-term bear market. Analysts are calling for a roughly surge that could take the index to 4,150. The prediction isn't for a new bull market, but a medium-term \"relief rally.\"Barry Bannister, Stifel’s Chief Equity Strategist, explained, \"We have described the way in which the S&P 500 in 2022 likely entered a 'secular bear market' although the process is not linear, and we see a relief rally led by Cyclical Growth to 4,150 for the S&P 500 in summer 2022 as oil prices fall and the market looks ahead to a possible Fed rate pause at their Dec-2022 meeting.\"The strategist sees the PMI Manufacturing index pulling back to a low-50s level soon, indicating slower GDP growth but not a 2022 recession. This could set up a classic case of sell the rumor buy the fact for investors.Bannister also thinks Ukraine’s cost to the West has become untenable as GDP slows with inflation, and there could be a ceasefire that could result in much lower oil prices, $85 per barrel by December of this year. Investors could also get even more relief if the Fed pauses rate hikes around the same time.“…this stock market is looking for good inflation news, which is oil,” wrote Bannister, adding, “We see Core PCE inflation slowing to the Fed’s view of 2.7% by 2023, which we expect to prompt a Dec-2022 Fed pause.”The S&P 500 is down 18% since the start of the year amid fears of a recession, and investors have sold cyclicals in favor of defense, setting the stage for a bounce higher in technology stocks and similar areas of the market.“The S&P 500 already reflects a steep EPS recession, but our earnings estimates do not, for now, corroborate that fear,” said Bannister. “The S&P 500 has removed all COVID froth, but we see no U.S. recession in 6 months and a summer rally to 4,150.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032666113,"gmtCreate":1647356048905,"gmtModify":1676534220171,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Finally","listText":"Finally","text":"Finally","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032666113","repostId":"1104920575","repostType":4,"repost":{"id":"1104920575","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":1647355220,"share":"https://www.laohu8.com/m/news/1104920575?lang=&edition=full","pubTime":"2022-03-15 22:40","market":"us","language":"en","title":"Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1104920575","media":"Tiger Newspress","summary":"Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.","content":"<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/f047a1f6142259c15aef76dfa9237a9c\" tg-width=\"607\" tg-height=\"582\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></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>Megacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Growth Companies Including Apple, Amazon, Microsoft, Meta Platforms and Tesla Rose between 1% and 5% in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-03-15 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/f047a1f6142259c15aef76dfa9237a9c\" tg-width=\"607\" tg-height=\"582\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","MSFT":"微软","NVDA":"英伟达","TSLA":"特斯拉","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104920575","content_text":"Megacap growth companies including Apple, Amazon, Microsoft, Meta Platforms and Tesla rose between 1% and 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9057289261,"gmtCreate":1655517789653,"gmtModify":1676535655389,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9057289261","repostId":"2244110681","repostType":4,"repost":{"id":"2244110681","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1655509222,"share":"https://www.laohu8.com/m/news/2244110681?lang=&edition=full","pubTime":"2022-06-18 07:40","market":"us","language":"en","title":"The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2244110681","media":"Dow Jones","summary":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a ","content":"<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Next Bull Market Is Just Months Away and Could Take the S&P 500 to 6000, Says BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-06-18 07:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>When it comes to bear markets, investors can take comfort from history which suggests that where there&#39;s a beginning, there&#39;s always an end.</p><p>And according to Bank of America, investors have only got a few months left to endure the bear market that the S&amp;P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.</p><p>As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&amp;P 500 index will likely bottom at 3,000.</p><p>A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.</p><p>And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, &#34;so next bull sees the S&amp;P 500 at 6,000 by Feb. 28,&#34; said Hartnett.</p><p>Meanwhile, another week saw the bank&#39;s own bull and bear indicator fall as far as it can go into &#34;contrarian bullish&#34; territory --</p><p><img src=\"https://static.tigerbbs.com/d5b388620db70508a92721690ee4a74e\" tg-width=\"700\" tg-height=\"607\" width=\"100%\" height=\"auto\"/></p><p>That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.</p><p><img src=\"https://static.tigerbbs.com/562bea67e5a7522dc96de3ab2c90727c\" tg-width=\"700\" tg-height=\"427\" width=\"100%\" height=\"auto\"/></p><p>&#34;Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,&#34; added Hartnett. That&#39;s even as they clearly don&#39;t think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to &#34;break something,&#34; with tightening cycles:</p><p><img src=\"https://static.tigerbbs.com/542e42e107cf3f74df35c0a66482b401\" tg-width=\"700\" tg-height=\"390\" width=\"100%\" height=\"auto\"/></p><p>More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓","SPY":"标普500ETF","BK4581":"高盛持仓","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓","SSO":"两倍做多标普500ETF","BK4504":"桥水持仓","IVV":"标普500指数ETF","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2244110681","content_text":"When it comes to bear markets, investors can take comfort from history which suggests that where there's a beginning, there's always an end.And according to Bank of America, investors have only got a few months left to endure the bear market that the S&P 500  tumbled into on June 13, at the start of this week. And then will come the bull market.As per history, points out chief investment strategist Michael Hartnett, the average peak-to-trough bear market decline is 37.3% and lasts 289 days. That would put the end to the pain on Oct. 19, 2022, which happens to mark the 35th anniversary of Black Monday, the name commonly given to the stock market crash of 1987, and the S&P 500 index will likely bottom at 3,000.A popular definition of a bear market defines it as a 20% drop from a recent high. As of Thursday, the index was off 23.55% from its record close of 4796.56 hit Monday, Jan. 3, 2022.And an end typically marks a beginning with Bank of America noting the average bull market lasts a much longer 64 months with a 198% return, \"so next bull sees the S&P 500 at 6,000 by Feb. 28,\" said Hartnett.Meanwhile, another week saw the bank's own bull and bear indicator fall as far as it can go into \"contrarian bullish\" territory --That indicator previously fell to 0 in August 2002, July, 2008, Sept. 2011, Sept. 2015, January 2016 and March 2020, said Hartnett. When it has previously hit zero, except in the case of a double-dip recession such as 2002 or systemic events, as in 2008 and 2011, three-month returns have been strong, as this table shows.\"Positioning dire, but profits/policy say nibble at SPX 36K, bite at 33K, gorge at 30K,\" added Hartnett. That's even as they clearly don't think the selloff is quite over. As per the next chart, a reminder from BofA of how the Federal Reserve tends to \"break something,\" with tightening cycles:More data from the bank showed $16.6 billion flowed into stocks in the most recent week, $18.5 billion from bonds and $50.1 billion from cash. Also, the data showed first week of inflows to emerging market equities in 6 weeks of $1.3 billion, the biggest inflow to US small cap since December 2021 of $6.6 billion, the largest influx to US value in 13 weeks of $5.8 billion and biggest to techs in nine weeks, of $800 million.","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010639790,"gmtCreate":1648350608719,"gmtModify":1676534330270,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Agreed!","listText":"Agreed!","text":"Agreed!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010639790","repostId":"2221071429","repostType":4,"repost":{"id":"2221071429","pubTimestamp":1648343569,"share":"https://www.laohu8.com/m/news/2221071429?lang=&edition=full","pubTime":"2022-03-27 09:12","market":"us","language":"en","title":"Alphabet Vs. Meta: One Is The Much Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2221071429","media":"seekingalpha","summary":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are fa","content":"<html><head></head><body><p></p><p><img src=\"https://static.tigerbbs.com/f8682b68644fb0e700ccf73bfd598736\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FotoMaximum/iStock via Getty Images</p><p></p><p>Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years.</p><p><b> Alphabet And Meta Returns Since 2013</b></p><p></p><p><img src=\"https://static.tigerbbs.com/c7de1c1120c62c3dad9c49e5d4e5a134\" tg-width=\"640\" tg-height=\"112\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Portfolio Visualizer Premium</p><p></p><p>In fact, both have crushed even the red hot Nasdaq during <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.</p><p></p><p><img src=\"https://static.tigerbbs.com/ad549342543f2ced891f57b6c43bb4fd\" tg-width=\"640\" tg-height=\"388\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>While the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.</p><p>I&#39;ve bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.</p><p>So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.</p><p>However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.</p><h2>The Challenge Facing Digital Marketers Right Now</h2><p></p><p><img src=\"https://static.tigerbbs.com/a556ac1fd6482c83da2db4af6d5b7540\" tg-width=\"640\" tg-height=\"637\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>eMarketer</p><p></p><p>GOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.</p><p>Both GOOG and FB are losing market share to AMZN because Amazon&#39;s ads are 3X as effective at converting to actual sales.</p><p>That&#39;s because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.</p><p>Apple&#39;s (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.</p><p>This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.</p><p>GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.</p><p>AMZN is the least at risk since it relies far less on cookie tracking than its rivals.</p><p>This kind of business model disruption is part of FB and GOOG&#39;s risk profile, which brings us to our first point of comparison.</p><h2>Long-Term Risk Management: Winner Alphabet</h2><p>How do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.</p><h2>Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk</h2><ul><li>4 Things You Need To Know To Profit From ESG Investing</li><li>What Investors Need To Know About Company Long-Term Risk Management (Video)</li></ul><p>Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.</p><ul><li>ESG is NOT &#34;political or personal ethics based investing&#34;</li><li>it&#39;s total long-term risk management analysis</li></ul><blockquote><i><b>ESG is just normal risk by another name.</b></i><i>&#34; Simon MacMahon, head of ESG and corporate governance research, Sustainalytics&#34; - Morningstar</i></blockquote><blockquote><i>ESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.&#34; - S&amp;P</i></blockquote><p>ESG is a measure of risk, not of ethics, political correctness, or personal opinion.</p><p>S&amp;P, Fitch, Moody&#39;s, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&amp;I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency <b>have been using ESG models in their credit ratings for decades.</b></p><ul><li><b>every credit rating for the last 30 years has included these risk models, you just weren&#39;t aware of it </b></li><li>credit and risk management ratings make up 41% of the DK safety and quality model</li><li>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</li></ul><p>Every major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,</p><ul><li>BlackRock</li><li>MSCI</li><li>JPMorgan</li><li>Wells Fargo</li><li>Bank of America</li><li>Deutsche Bank</li><li>virtually every major financial institution in the world</li></ul><p>We use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.</p><p>For context:</p><ul><li>master list average: 62nd percentile</li><li>dividend kings: 63rd percentile</li><li>dividend aristocrats: 67th percentile</li><li>Ultra SWANs: 71st percentile</li></ul><p>The better a company&#39;s risk management consensus the more likely it will be able to adapt to challenges to its business model, as we&#39;re seeing now with GOOG and FB.</p><h4>Meta Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>26.0%</td><td><p>B Industry Laggard, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>0.7%</td><td><p>32.4/100 High-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>88.9%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>18.0%</td><td><p>Very Poor- Stable Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>50.0%</td><td>Average</td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>30.6%</td><td>Below-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>25.4%</td><td>Poor</td></tr><tr><td><b>Consensus</b></td><td><b>33.7%</b></td><td><p><b>Below-Average (verging on poor) - medium risk</b></p></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>The rating agency consensus is that FB is below-average at managing its risk, verging on poor.</p><p>Now contrast that with GOOG.</p><h4>Alphabet Long-Term Risk-Management Consensus</h4><table><colgroup></colgroup><tbody><tr><td><b>Rating Agency</b></td><td><b>Industry Percentile</b></td><td><p><b>Rating Agency Classification</b></p></td></tr><tr><td>MSCI 37 Metric Model</td><td>53.0%</td><td><p>BBB Average, Negative Trend</p></td></tr><tr><td>Morningstar/Sustainalytics 20 Metric Model</td><td>39.7%</td><td><p>24.3/100 Medium-Risk</p></td></tr><tr><td>Reuters&#39;/Refinitiv 500+ Metric Model</td><td>85.88%</td><td>Good</td></tr><tr><td>S&amp;P 1,000+ Metric Model</td><td>47.0%</td><td><p>Average- Positive Trend</p></td></tr><tr><td>Just Capital 19 Metric Model</td><td>100.00%</td><td><p>#1 Industry Leader</p></td></tr><tr><td>FactSet</td><td>30.0%</td><td><p>Below-Average Stable Trend</p></td></tr><tr><td>Morningstar Global Percentile</td><td>60.88</td><td>Above-Average</td></tr><tr><td>Just Capital Global Percentile</td><td>100%</td><td><p>#1 Industry Leader, #1 Company In America</p></td></tr><tr><td><b>Consensus</b></td><td><b>64.6%</b></td><td><b>Above-Average - low risk </b></td></tr></tbody></table><p><i>(Sources: MSCI, Morningstar, Reuters&#39;, Just Capital, S&amp;P, FactSet Research)</i></p><p>GOOG doesn&#39;t just manage its long-term risk better than FB, it&#39;s beating FB by 31%.</p><ul><li>far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business model</li></ul><p>And risk-management isn&#39;t the only factor in which GOOG outshines FB by a wide margin.</p><h2>Overall Quality: Winner, Alphabet</h2><p>The Dividend King&#39;s overall quality scores are based on a 241 point model that includes:</p><ul><li><p>dividend safety</p></li><li><p>balance sheet strength</p></li><li><p>credit ratings</p></li><li><p>credit default swap medium-term bankruptcy risk data</p></li><li><p>short and long-term bankruptcy risk</p></li><li><p>accounting and corporate fraud risk</p></li><li><p>profitability and business model</p></li><li><p>growth consensus estimates</p></li><li><p>management growth guidance</p></li><li><p>historical earnings growth rates</p></li><li><p>historical cash flow growth rates</p></li><li><p>historical dividend growth rates</p></li><li><p>historical sales growth rates</p></li><li><p>cost of capital</p></li><li><p>long-term risk-management scores from MSCI, Morningstar, FactSet, S&amp;P, Reuters&#39;/Refinitiv, and Just Capital</p></li><li><p>management quality</p></li><li><p>dividend friendly corporate culture/income dependability</p></li><li><p>long-term total returns (a Ben Graham sign of quality)</p></li><li><p>analyst consensus long-term return potential</p></li></ul><p>It actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.</p><ul><li><p>credit and risk management ratings make up 41% of the DK safety and quality model</p></li><li><p>dividend/balance sheet/risk ratings make up 82% of the DK safety and quality model</p></li></ul><p>How do we know that our safety and quality model works well?</p><p>During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.</p><p>That&#39;s because we don&#39;t miss anything important about a company&#39;s fundamental safety and quality.</p><p>So how do GOOG and FB stack up on one of the world&#39;s most comprehensive and accurate safety and quality models?</p><h2>Meta: A Speculative 11/19 Quality Blue-Chip</h2><p><b>Meta Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>FB</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Medium Risk (34th industry percentile risk-management consensus)</td><td>Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk</td><td>2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stock</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>FB</b></td><td><b>67%</b></td><td><b>Average Dependability</b></td><td><b>3</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>FB</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>67%</td><td>3/5 average dependability</td></tr><tr><td><b>Total</b></td><td><b>84%</b></td><td><b>11/13 Speculative Blue-Chip</b></td></tr><tr><td>Risk Rating</td><td><p>2/3 Medium Risk</p></td><td></td></tr><tr><td>2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock</td><td><p>20% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><p>And here&#39;s GOOG.</p><h2>Alphabet: A 13/13 Quality Ultra SWAN</h2><p><b>Alphabet Balance Sheet Safety</b></p><table><colgroup></colgroup><tbody><tr><td><b>Rating</b></td><td><b>Dividend Kings Safety Score (151 Point Safety Model)</b></td><td><b>Approximate Dividend Cut Risk (Average Recession)</b></td><td><p><b>Approximate Dividend Cut Risk In Pandemic Level Recession</b></p></td></tr><tr><td>1 - unsafe</td><td>0% to 20%</td><td>over 4%</td><td>16+%</td></tr><tr><td>2- below average</td><td>21% to 40%</td><td>over 2%</td><td>8% to 16%</td></tr><tr><td>3 - average</td><td>41% to 60%</td><td>2%</td><td>4% to 8%</td></tr><tr><td>4 - safe</td><td>61% to 80%</td><td>1%</td><td>2% to 4%</td></tr><tr><td>5- very safe</td><td>81% to 100%</td><td>0.5%</td><td>1% to 2%</td></tr><tr><td><b>GOOG</b></td><td><b>100%</b></td><td><b>NA</b></td><td><b>NA</b></td></tr><tr><td>Risk Rating</td><td>Low Risk (65th industry percentile risk-management consensus)</td><td>AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk</td><td>20% OR LESS Max Risk Cap Recommendation</td></tr></tbody></table><p><b>Long-Term Dependability</b></p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>DK Long-Term Dependability Score</b></td><td><b>Interpretation</b></td><td><b>Points</b></td></tr><tr><td>Non-Dependable Companies</td><td>21% or below</td><td>Poor Dependability</td><td>1</td></tr><tr><td>Low Dependability Companies</td><td>22% to 60%</td><td>Below-Average Dependability</td><td>2</td></tr><tr><td>S&amp;P 500/Industry Average</td><td>61% (58% to 70% range)</td><td>Average Dependability</td><td>3</td></tr><tr><td>Above-Average</td><td>71% to 80%</td><td>Very Dependable</td><td>4</td></tr><tr><td>Very Good</td><td>81% or higher</td><td>Exceptional Dependability</td><td>5</td></tr><tr><td><b>GOOG</b></td><td><b>89%</b></td><td><b>Exceptional Dependability</b></td><td><b>5</b></td></tr></tbody></table><p><b>Overall Quality</b></p><table><colgroup></colgroup><tbody><tr><td><b>GOOG</b></td><td><b>Final Score</b></td><td><b>Rating</b></td></tr><tr><td>Safety</td><td>100%</td><td>5/5 very safe</td></tr><tr><td>Business Model</td><td>100%</td><td>3/3 wide moat</td></tr><tr><td>Dependability</td><td>89%</td><td>5/5 exceptional</td></tr><tr><td><b>Total</b></td><td><b>95%</b></td><td><b>13/13 Ultra SWAN</b></td></tr><tr><td>Risk Rating</td><td>3/3 Low Risk</td><td></td></tr><tr><td>20% OR LESS Max Risk Cap Rec</td><td><p>5% Margin of Safety For A Potentially Good Buy</p></td><td></td></tr></tbody></table><ul><li>Meta: 114th highest quality company on the Masterlist: 78th percentile</li><li>Alphabet: 39th highest quality: 92nd percentile</li></ul><p>Both companies are exceptionally high quality given that our company database is one of the best in the world.</p><p>The DK 500 Master List includes the world&#39;s highest quality companies including:</p><ul><li><p>All dividend champions</p></li><li><p>All dividend aristocrats</p></li><li><p>All dividend kings</p></li><li><p>All global aristocrats (such as BTI, ENB, and NVS)</p></li><li><p>All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)</p></li><li>48 of the world&#39;s best growth stocks (on its way to 100)</li></ul><p>But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.</p><p>Why is GOOG the hands-down winner in this quality fight with FB?</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Quality Rating (out Of 13)</b></td><td><b>Quality Score (Out Of 100)</b></td><td><b>Dividend/Balance Sheet Safety Rating (out of 5)</b></td><td><b>Safety Score (Out Of 100)</b></td><td><b>Dependability Rating (Out Of 5)</b></td><td><b>Dependability Score (out Of 100)</b></td></tr><tr><td><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a></td><td>11 Speculative Blue-Chip</td><td>84%</td><td>5 Very Safe</td><td>100%</td><td>3 average</td><td>67%</td></tr><tr><td>Alphabet</td><td>13 Ultra SWAN</td><td>95%</td><td>5 Very Safe</td><td>100%</td><td>5 exceptional</td><td>89%</td></tr></tbody></table><p><i>(Source: DK Research Terminal)</i></p><p>Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.</p><h4>Alphabet&#39;s Balance Sheet: AA+ Rated By S&amp;P</h4><p></p><p><img src=\"https://static.tigerbbs.com/a13f13c309fa748452dfea0afb27ebdf\" tg-width=\"491\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>GOOG has $140 billion in cash and just $13 billion in debt.</p><p>Its advanced accounting metrics (F, Z, and M-score) are exceptional.</p><ul><li>F-score is a measure of short-term bankruptcy risk</li><li>4+ is safe, 7+ very safe and GOOG&#39;s is 8</li><li>M-score is 84% to 92% accurate at forecasting long-term bankruptcies</li><li>1.81+ is safe, 3+ is very safe and GOOG&#39;s is 13.04</li><li>M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting</li><li>-1.78 or lower is safe and GOOG&#39;s is -2.48</li></ul><h4>Meta&#39;s Balance Sheet: Effectively AAA</h4><p></p><p><img src=\"https://static.tigerbbs.com/68209d14c736c8328e46572200e82060\" tg-width=\"487\" tg-height=\"373\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>GuruFocus Premium</p><p></p><p>The only &#34;debt&#34; Meta has is receivables, it actually carries no long-term debt.</p><p>That is why it&#39;s the largest company on earth that doesn&#39;t pay the $500K per year for a credit rating.</p><p>However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I&#39;m highly confident that it would be AAA-rated.</p><ul><li>because it&#39;s literally not possible for FB to default on debt it doesn&#39;t have</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Credit Rating</b></td><td><b>30-Year Bankruptcy Probability</b></td></tr><tr><td>AAA (Meta)</td><td>0.07%</td></tr><tr><td>AA+ (Alphabet)</td><td>0.29%</td></tr><tr><td>AA</td><td>0.51%</td></tr><tr><td>AA-</td><td>0.55%</td></tr><tr><td>A+</td><td>0.60%</td></tr><tr><td>A</td><td>0.66%</td></tr><tr><td>A-</td><td>2.5%</td></tr><tr><td>BBB+</td><td>5%</td></tr><tr><td>BBB</td><td>7.5%</td></tr><tr><td>BBB-</td><td>11%</td></tr><tr><td>BB+</td><td>14%</td></tr><tr><td>BB</td><td>17%</td></tr><tr><td>BB-</td><td>21%</td></tr><tr><td>B+</td><td>25%</td></tr><tr><td>B</td><td>37%</td></tr><tr><td>B-</td><td>45%</td></tr><tr><td>CCC+</td><td>52%</td></tr><tr><td>CCC</td><td>59%</td></tr><tr><td>CCC-</td><td>65%</td></tr><tr><td>CC</td><td>70%</td></tr><tr><td>C</td><td>80%</td></tr><tr><td>D</td><td>100%</td></tr></tbody></table><p><i>(Sources: S&amp;P, University of St. Petersberg)</i></p><p>This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately</p><ul><li>1 in 1,429 for FB</li><li>1 in 345 for GOOG</li></ul><p>And both companies&#39; balance sheets are expected to keep getting stronger over time.</p><p><b>Alphabet: Consensus $441 Billion In Net Cash By 2027 </b></p><p></p><p><img src=\"https://static.tigerbbs.com/76c3a6843c329c2b16d3839e0e124674\" tg-width=\"640\" tg-height=\"308\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p><b>Meta: Consensus $71 Billion In Net Cash By 2027</b></p><p></p><p><img src=\"https://static.tigerbbs.com/ec44680d5d8318ba8ed74d4b40ae28e9\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>Now let&#39;s consider profitability, Wall Street&#39;s favorite quality proxy.</p><h2>Profitability: Winner, Meta By A Small Amount</h2><p><b>Meta Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/9e2b501a3cd5bb6da5299422362bed67\" tg-width=\"486\" tg-height=\"342\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p><b>Alphabet Profitability Vs Peers</b></p><p></p><p><img src=\"https://static.tigerbbs.com/926a2ab456d218b3ef8cd49552df5565\" tg-width=\"488\" tg-height=\"345\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Gurufocus Premium</p><p></p><p>Both companies are profit-minting machines.</p><p></p><p><img src=\"https://static.tigerbbs.com/673b7f04eadaf433b4fe704dda171180\" tg-width=\"640\" tg-height=\"391\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Ycharts</p><p></p><p>These are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.</p><p></p><p><img src=\"https://static.tigerbbs.com/9a1b491d8a76dd73ddc3b2ea13e999c8\" tg-width=\"640\" tg-height=\"187\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>FB&#39;s free cash flow is expected to keep growing and reach $77 billion in 2027.</p><p>This is expected to result in impressive buybacks in the coming years.</p><ul><li>$219 billion in consensus buybacks through 2027</li><li>38% of shares at current valuations</li></ul><p></p><p><img src=\"https://static.tigerbbs.com/93f9e72220887060384ea19dc975503c\" tg-width=\"640\" tg-height=\"165\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FactSet Research Terminal</p><p></p><p>GOOG&#39;s annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.</p><ul><li>$380 billion in consensus buybacks through 2027</li><li>21% of shares at current valuations</li></ul><p>Now let&#39;s consider one important profitability metric in particular.</p><p>Return on capital or ROC is Joel Greenblatt&#39;s gold standard proxy for quality and moatiness.</p><p>ROC = pre-tax profit/operating capital (the money it takes to run the business).</p><ul><li>S&amp;P 500&#39;s average in 2021 was 14.6% (average investment pays for itself in 7 years)</li></ul><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>ROC (Greenblatt)</b></td><td><b>ROC Industry Percentile</b></td><td><b>13-Year Median ROC</b></td><td><b>5-Year ROC Trend (OTC:CAGR)</b></td></tr><tr><td>Meta Platforms</td><td>74%</td><td>65%</td><td>95%</td><td>-16%</td></tr><tr><td>Alphabet</td><td>87%</td><td>67%</td><td>74%</td><td>-7%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In the past year, GOOG&#39;s return on capital was higher than FB&#39;s and it&#39;s also above its 13-year median indicating a more stable moat.</p><p>In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it&#39;s once more the winner.</p><h2>Valuation: Winner, Meta</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Average Fair Value</b></td><td><b>Current Price</b></td><td><b>Discount To Fair Value</b></td><td><b>DK Rating</b></td><td><b>PE 2022</b></td><td><b>PEG 2022</b></td></tr><tr><td>Meta Platforms</td><td>$265.75</td><td>$214.35</td><td>19.6%</td><td>Potentially Reasonable Buy</td><td>17.19</td><td>1.49</td></tr><tr><td>Alphabet</td><td>$3,161.89</td><td>$2,771.92</td><td>12.3%</td><td>Potentially Good Buy</td><td>23.51</td><td>1.67</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.</p><ul><li>20% discount is needed to make FB a potentially good buy given its lower quality and risk profile</li></ul><p>If we back out cash we see that FB is once more the more undervalued company.</p><ul><li>FB EV/EBITDA: 9.5</li><li>GOOG EV/EBITDA: 14.5</li></ul><p>However, both companies are trading at highly attractive valuations.</p><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>12-Month Consensus Total Return Potential</b></td><td><b>12-Month Fundamentally Justified Upside Total Return Potential</b></td></tr><tr><td>Meta Platforms</td><td>48.47%</td><td>23.98%</td></tr><tr><td>Alphabet</td><td>25.77%</td><td>14.11%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.</p><p>Of course, what happens in the next year doesn&#39;t matter as much as the kind of returns both companies can deliver over the long-term.</p><h2>Long-Term Total Return Potential: Winner, Alphabet</h2><table><colgroup></colgroup><tbody><tr><td><b>Company</b></td><td><b>Yield</b></td><td><b>FactSet Long-Term Consensus Growth Rate</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Risk-Adjusted Expected Return</b></td></tr><tr><td>Meta Platforms</td><td>0.00%</td><td>11.5%</td><td>11.5%</td><td>8.1%</td></tr><tr><td>Alphabet</td><td>0.00%</td><td>14.1%</td><td>14.1%</td><td>9.9%</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.</p><table><colgroup></colgroup><tbody><tr><td><b>Investment Strategy</b></td><td><b>Yield</b></td><td><b>LT Consensus Growth</b></td><td><b>LT Consensus Total Return Potential</b></td><td><b>Long-Term Risk-Adjusted Expected Return</b></td><td><b>Long-Term Inflation And Risk-Adjusted Expected Returns</b></td><td><b>Years To Double Your Inflation &amp; Risk-Adjusted Wealth</b></td><td><p><b>10 Year Inflation And Risk-Adjusted Return</b></p></td></tr><tr><td>Europe</td><td>2.6%</td><td>12.8%</td><td>15.4%</td><td>10.7%</td><td>8.6%</td><td>8.4</td><td>2.27</td></tr><tr><td>Value</td><td>2.1%</td><td>12.1%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.3</td><td>2.10</td></tr><tr><td><b>Alphabet</b></td><td><b>0.0%</b></td><td><b>14.1%</b></td><td><b>14.1%</b></td><td><b>9.9%</b></td><td><b>7.7%</b></td><td><b>9.4</b></td><td>2.10</td></tr><tr><td>High-Yield</td><td>2.8%</td><td>11.3%</td><td>14.1%</td><td>9.9%</td><td>7.7%</td><td>9.4</td><td>2.10</td></tr><tr><td>High-Yield + Growth</td><td>1.7%</td><td>11.0%</td><td>12.7%</td><td>8.9%</td><td>6.7%</td><td>10.8</td><td>1.91</td></tr><tr><td>Safe Midstream + Growth</td><td>3.3%</td><td>8.5%</td><td>11.8%</td><td>8.3%</td><td>6.1%</td><td>11.8</td><td>1.80</td></tr><tr><td><b>Meta</b></td><td><b>0.0%</b></td><td><b>11.50%</b></td><td><b>11.5%</b></td><td><b>8.1%</b></td><td><b>5.9%</b></td><td><b>12.3</b></td><td>1.77</td></tr><tr><td>Nasdaq (Growth)</td><td>0.8%</td><td>10.7%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Safe Midstream</td><td>5.5%</td><td>6.0%</td><td>11.5%</td><td>8.1%</td><td>5.9%</td><td>12.3</td><td>1.77</td></tr><tr><td>Dividend Aristocrats</td><td>2.2%</td><td>8.9%</td><td>11.1%</td><td>7.8%</td><td>5.6%</td><td>12.9</td><td>1.72</td></tr><tr><td>REITs + Growth</td><td>1.8%</td><td>8.9%</td><td>10.6%</td><td>7.4%</td><td>5.2%</td><td>13.7</td><td>1.67</td></tr><tr><td>S&amp;P 500</td><td>1.4%</td><td>8.5%</td><td>9.9%</td><td>7.0%</td><td>4.8%</td><td>15.1</td><td>1.59</td></tr><tr><td>Realty Income</td><td>4.6%</td><td>5.2%</td><td>9.8%</td><td>6.9%</td><td>4.7%</td><td>15.4</td><td>1.58</td></tr><tr><td>Dividend Growth</td><td>1.6%</td><td>8.0%</td><td>9.6%</td><td>6.7%</td><td>4.5%</td><td>15.9</td><td>1.56</td></tr><tr><td>REITs</td><td>2.9%</td><td>6.5%</td><td>9.4%</td><td>6.6%</td><td>4.4%</td><td>16.4</td><td>1.54</td></tr><tr><td>60/40 Retirement Portfolio</td><td>2.1%</td><td>5.1%</td><td>7.2%</td><td>5.1%</td><td>2.9%</td><td>24.9</td><td>1.33</td></tr><tr><td>10-Year US Treasury</td><td>2.3%</td><td>0.0%</td><td>2.3%</td><td>1.6%</td><td>-0.5%</td><td>-131.1</td><td>0.95</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both companies are expected to beat the S&amp;P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.</p><p>What kind of difference does 2.6% per year in potential extra returns actually mean for your life?</p><h4>Inflation-Adjusted Consensus Return Forecast: $1,000 Initial Investment</h4><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>7.7% CAGR Inflation-Adjusted S&amp;P Consensus</b></td><td><b>11.9% Inflation-Adjusted GOOG Consensus</b></td><td><b>9.3% CAGR Inflation-Adjusted FB Consensus</b></td><td><b>Difference Between Inflation Adjusted GOOG and FB Consensus Returns</b></td></tr><tr><td>5</td><td>$1,449.03</td><td>$1,756.06</td><td>$1,561.34</td><td>$194.71</td></tr><tr><td>10</td><td>$2,099.70</td><td>$3,083.73</td><td>$2,437.79</td><td>$645.95</td></tr><tr><td>15</td><td>$3,042.53</td><td>$5,415.21</td><td>$3,806.22</td><td>$1,608.99</td></tr><tr><td>20</td><td>$4,408.74</td><td>$9,509.42</td><td>$5,942.82</td><td>$3,566.60</td></tr><tr><td>25</td><td>$6,388.41</td><td>$16,699.08</td><td>$9,278.77</td><td>$7,420.31</td></tr><tr><td>30</td><td>$9,257.02</td><td>$29,324.53</td><td>$14,487.34</td><td>$14,837.19</td></tr></tbody></table><p><i>(Source: Morningstar, FactSet, Ycharts)</i></p><p>Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.</p><table><colgroup></colgroup><tbody><tr><td><b>Time Frame (Years)</b></td><td><b>Ratio Inflation-Adjusted GOOG and FB Consensus</b></td></tr><tr><td>5</td><td>1.12</td></tr><tr><td>10</td><td>1.26</td></tr><tr><td>15</td><td>1.42</td></tr><tr><td>20</td><td>1.60</td></tr><tr><td>25</td><td>1.80</td></tr><tr><td>30</td><td>2.02</td></tr></tbody></table><p><i>(Source: DK Research Terminal, FactSet)</i></p><p>In fact, GOOG could potentially double FB&#39;s 30-year returns if both companies grow as analysts currently expect.</p><h2>Short &amp; Medium-Term Total Return Potential: Tie</h2><p><b>Meta 2024 Consensus Return Potential </b></p><p></p><p><img src=\"https://static.tigerbbs.com/5f903c32f63dbb4cfa5efa19492b8a0f\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB growing at 11.5% is worth about 20.5X earnings based on the company&#39;s historical PEG ratio.</p><ul><li>analyst 12-month consensus forecast is for 21.9 PE</li></ul><p>This means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&amp;P 500 is likely to generate.</p><p>What about the next five years?</p><h4>S&amp;P 500 2027 Consensus Return Potential</h4><table><colgroup></colgroup><tbody><tr><td><b>Year</b></td><td><b>Upside Potential By End of That Year</b></td><td><b>Consensus CAGR Return Potential By End of That Year</b></td><td><b>Probability-Weighted Return (Annualized)</b></td><td><p><b>Inflation And Risk-Adjusted Expected Returns</b></p></td></tr><tr><td>2027</td><td>34.75%</td><td>6.15%</td><td>4.61%</td><td>1.27%</td></tr></tbody></table><p><i>(Source: DK S&amp;P 500 Valuation And Total Return Tool)</i></p><p>For context, analysts expect 35% returns from the S&amp;P 500, which adjusted for inflation and risk is 1% compared to the market&#39;s historical 6% to 7% real return.</p><h4><b>Meta 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/66d31fef78452199e2961d8d89d65454\" tg-width=\"275\" tg-height=\"365\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>FB could more than double your money if it grows as analysts expect over the next five years.</p><ul><li>3.2X the S&amp;P 500 consensus</li></ul><h2><b>GOOG 2024 Consensus Return Potential </b></h2><p></p><p><img src=\"https://static.tigerbbs.com/bc664bb22e0ba08e06de0e9bbed286c3\" tg-width=\"640\" tg-height=\"271\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>GOOG could deliver 13% annual returns through 2024 if it grows as expected.</p><p>In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.</p><h4><b>GOOG 2027 Consensus Return Potential</b></h4><p></p><p><img src=\"https://static.tigerbbs.com/e36d07a6169cb075678d6646bca01679\" tg-width=\"399\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FAST Graphs, FactSet Research</p><p></p><p>Thanks to GOOG&#39;s faster growth rate analysts expect both companies to potentially deliver identical returns.</p><ul><li>about 14% annually over the next five years</li><li>also 3.2X better than the S&amp;P 500</li></ul><h2>Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear Winner</h2><p></p><p><img src=\"https://static.tigerbbs.com/5dea4bc19b8951f30e1b2bea40e989b9\" tg-width=\"640\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p><img src=\"https://static.tigerbbs.com/507426f09d401e866c66a1f1dd597e4f\" tg-width=\"640\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Dividend Kings Automated Investment Decision Tool</p><p></p><p>Both Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.</p><ul><li>far superior valuation</li><li>superior quality</li><li>superior long-term return potential to the S&amp;P 500</li></ul><p>However, when we examine both companies in their entirety one fact is clear.</p><ul><li>GOOG is a higher quality company</li><li>GOOG is a faster-growing company (<i>with potentially 2X better long-term return potential than FB</i>)</li><li>GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)</li><li>GOOG has superior return on capital and a more stable moat</li></ul><p>While FB offers superior valuation and potentially double the short-term return potential, it&#39;s a speculative blue-chip currently going through the largest business pivot in the company&#39;s history.</p><p>In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.</p><p>Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that&#39;s why I have it as a core growth position in my correction plan.</p><p>Not just for the next few weeks, but all of 2022 and beyond.</p><p>Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.</p><blockquote>Luck is what happens when preparation meets, opportunity.&#34; - Roman philosopher Seneca the younger</blockquote></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\" 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Meta: One Is The Much Better Buy</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\">\nAlphabet Vs. Meta: One Is The Much Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-27 09:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since ...</p>\n\n<a href=\"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4524":"宅经济概念","BK4551":"寇图资本持仓","BK4508":"社交媒体","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4573":"虚拟现实","BK4525":"远程办公概念","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://seekingalpha.com/article/4497464-alphabet-vs-meta-one-is-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2221071429","content_text":"FotoMaximum/iStock via Getty ImagesAlphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:FB) are famous for enriching millions of investors over the last eight years. Alphabet And Meta Returns Since 2013Portfolio Visualizer PremiumIn fact, both have crushed even the red hot Nasdaq during one of the hottest tech bull runs in US history, delivering Buffett-like 25% returns that resulted in an 8X return.YchartsWhile the market is currently in a correction, and growth stocks have been especially hard hit, Meta has been crushed, falling into a 50% bear market.I've bought both growth legends in this correction, but one is a core growth name in my correction plan, and the other is a non-core holding.So let me explain why both Meta and Alphabet are great companies, worth owning, and even buying more of right now.However, a careful examination of both of their fundamentals makes it clear that Alphabet is the global king of digital marketing, and this is likely to remain the case for the foreseeable future.The Challenge Facing Digital Marketers Right NoweMarketerGOOG, FB, and Amazon (AMZN) have a triopoly on US digital marketing, commanding an estimated 65% of the market.Both GOOG and FB are losing market share to AMZN because Amazon's ads are 3X as effective at converting to actual sales.That's because Amazon has spent decades gathering customer sales data and knows what its customers want better than anyone on earth.Apple's (AAPL) recent privacy shift in iOS, makes it much easier to opt out of data tracking, and 62% of iPhone users have indeed opted out.This has proven a hammer blow to FB, which management says could cost it $10 billion in 2022 alone.GOOG is less at risk since it still has the search data it can use to optimize for targeted ads.AMZN is the least at risk since it relies far less on cookie tracking than its rivals.This kind of business model disruption is part of FB and GOOG's risk profile, which brings us to our first point of comparison.Long-Term Risk Management: Winner AlphabetHow do we quantify, monitor, and track such a complex risk profile? By doing what big institutions do.Material Financial ESG Risk Analysis: How Large Institutions Measure Total Risk4 Things You Need To Know To Profit From ESG InvestingWhat Investors Need To Know About Company Long-Term Risk Management (Video)Here is a special report that outlines the most important aspects of understanding long-term ESG financial risks for your investments.ESG is NOT \"political or personal ethics based investing\"it's total long-term risk management analysisESG is just normal risk by another name.\" Simon MacMahon, head of ESG and corporate governance research, Sustainalytics\" - MorningstarESG factors are taken into consideration, alongside all other credit factors, when we consider they are relevant to and have or may have a material influence on creditworthiness.\" - S&PESG is a measure of risk, not of ethics, political correctness, or personal opinion.S&P, Fitch, Moody's, DBRS (Canadian rating agency), AMBest (insurance rating agency), R&I Credit Rating (Japanese rating agency), and the Japan Credit Rating Agency have been using ESG models in their credit ratings for decades.every credit rating for the last 30 years has included these risk models, you just weren't aware of it credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelEvery major financial institution also tracks long-term risk management and considers it essential to sound long-term investing including,BlackRockMSCIJPMorganWells FargoBank of AmericaDeutsche Bankvirtually every major financial institution in the worldWe use six rating agencies to get a consensus risk management percentile, comparing how well a company manages its risk relative to its peers.For context:master list average: 62nd percentiledividend kings: 63rd percentiledividend aristocrats: 67th percentileUltra SWANs: 71st percentileThe better a company's risk management consensus the more likely it will be able to adapt to challenges to its business model, as we're seeing now with GOOG and FB.Meta Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model26.0%B Industry Laggard, Negative TrendMorningstar/Sustainalytics 20 Metric Model0.7%32.4/100 High-RiskReuters'/Refinitiv 500+ Metric Model88.9%GoodS&P 1,000+ Metric Model18.0%Very Poor- Stable TrendJust Capital 19 Metric Model50.0%AverageFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile30.6%Below-AverageJust Capital Global Percentile25.4%PoorConsensus33.7%Below-Average (verging on poor) - medium risk(Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)The rating agency consensus is that FB is below-average at managing its risk, verging on poor.Now contrast that with GOOG.Alphabet Long-Term Risk-Management ConsensusRating AgencyIndustry PercentileRating Agency ClassificationMSCI 37 Metric Model53.0%BBB Average, Negative TrendMorningstar/Sustainalytics 20 Metric Model39.7%24.3/100 Medium-RiskReuters'/Refinitiv 500+ Metric Model85.88%GoodS&P 1,000+ Metric Model47.0%Average- Positive TrendJust Capital 19 Metric Model100.00%#1 Industry LeaderFactSet30.0%Below-Average Stable TrendMorningstar Global Percentile60.88Above-AverageJust Capital Global Percentile100%#1 Industry Leader, #1 Company In AmericaConsensus64.6%Above-Average - low risk (Sources: MSCI, Morningstar, Reuters', Just Capital, S&P, FactSet Research)GOOG doesn't just manage its long-term risk better than FB, it's beating FB by 31%.far more likely to successfully deal with privacy policy shifts, regulators, and every other major risk to its business modelAnd risk-management isn't the only factor in which GOOG outshines FB by a wide margin.Overall Quality: Winner, AlphabetThe Dividend King's overall quality scores are based on a 241 point model that includes:dividend safetybalance sheet strengthcredit ratingscredit default swap medium-term bankruptcy risk datashort and long-term bankruptcy riskaccounting and corporate fraud riskprofitability and business modelgrowth consensus estimatesmanagement growth guidancehistorical earnings growth rateshistorical cash flow growth rateshistorical dividend growth rateshistorical sales growth ratescost of capitallong-term risk-management scores from MSCI, Morningstar, FactSet, S&P, Reuters'/Refinitiv, and Just Capitalmanagement qualitydividend friendly corporate culture/income dependabilitylong-term total returns (a Ben Graham sign of quality)analyst consensus long-term return potentialIt actually includes over 1,000 metrics if you count everything factored in by 12 rating agencies we use to assess fundamental risk.credit and risk management ratings make up 41% of the DK safety and quality modeldividend/balance sheet/risk ratings make up 82% of the DK safety and quality modelHow do we know that our safety and quality model works well?During the two worst recessions in 75 years, our safety model predicted 87% of blue-chip dividend cuts during the ultimate baptism by fire for any dividend safety model.That's because we don't miss anything important about a company's fundamental safety and quality.So how do GOOG and FB stack up on one of the world's most comprehensive and accurate safety and quality models?Meta: A Speculative 11/19 Quality Blue-ChipMeta Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%FB100%NANARisk RatingMedium Risk (34th industry percentile risk-management consensus)Effective AAA stable outlook credit rating 0.07% 30-year bankruptcy risk2.5% OR LESS Max Risk Cap Recommendation - speculative, turnaround stockLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5FB67%Average Dependability3Overall QualityFBFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability67%3/5 average dependabilityTotal84%11/13 Speculative Blue-ChipRisk Rating2/3 Medium Risk2.5% OR LESS Max Risk Cap Rec - speculative, turnaround stock20% Margin of Safety For A Potentially Good BuyAnd here's GOOG.Alphabet: A 13/13 Quality Ultra SWANAlphabet Balance Sheet SafetyRatingDividend Kings Safety Score (151 Point Safety Model)Approximate Dividend Cut Risk (Average Recession)Approximate Dividend Cut Risk In Pandemic Level Recession1 - unsafe0% to 20%over 4%16+%2- below average21% to 40%over 2%8% to 16%3 - average41% to 60%2%4% to 8%4 - safe61% to 80%1%2% to 4%5- very safe81% to 100%0.5%1% to 2%GOOG100%NANARisk RatingLow Risk (65th industry percentile risk-management consensus)AA+ stable outlook credit rating 0.29% 30-year bankruptcy risk20% OR LESS Max Risk Cap RecommendationLong-Term DependabilityCompanyDK Long-Term Dependability ScoreInterpretationPointsNon-Dependable Companies21% or belowPoor Dependability1Low Dependability Companies22% to 60%Below-Average Dependability2S&P 500/Industry Average61% (58% to 70% range)Average Dependability3Above-Average71% to 80%Very Dependable4Very Good81% or higherExceptional Dependability5GOOG89%Exceptional Dependability5Overall QualityGOOGFinal ScoreRatingSafety100%5/5 very safeBusiness Model100%3/3 wide moatDependability89%5/5 exceptionalTotal95%13/13 Ultra SWANRisk Rating3/3 Low Risk20% OR LESS Max Risk Cap Rec5% Margin of Safety For A Potentially Good BuyMeta: 114th highest quality company on the Masterlist: 78th percentileAlphabet: 39th highest quality: 92nd percentileBoth companies are exceptionally high quality given that our company database is one of the best in the world.The DK 500 Master List includes the world's highest quality companies including:All dividend championsAll dividend aristocratsAll dividend kingsAll global aristocrats (such as BTI, ENB, and NVS)All 13/13 Ultra Swans (as close to perfect quality as exists on Wall Street)48 of the world's best growth stocks (on its way to 100)But when it comes to overall quality, factoring in over 1,000 fundamental metrics, the winner is clearly once more Alphabet.Why is GOOG the hands-down winner in this quality fight with FB?CompanyQuality Rating (out Of 13)Quality Score (Out Of 100)Dividend/Balance Sheet Safety Rating (out of 5)Safety Score (Out Of 100)Dependability Rating (Out Of 5)Dependability Score (out Of 100)Meta Platforms11 Speculative Blue-Chip84%5 Very Safe100%3 average67%Alphabet13 Ultra SWAN95%5 Very Safe100%5 exceptional89%(Source: DK Research Terminal)Both FB and Meta have exceptionally strong balance sheets, making the risk of bankruptcy as close to zero as you can find on Wall Street.Alphabet's Balance Sheet: AA+ Rated By S&PGuruFocus PremiumGOOG has $140 billion in cash and just $13 billion in debt.Its advanced accounting metrics (F, Z, and M-score) are exceptional.F-score is a measure of short-term bankruptcy risk4+ is safe, 7+ very safe and GOOG's is 8M-score is 84% to 92% accurate at forecasting long-term bankruptcies1.81+ is safe, 3+ is very safe and GOOG's is 13.04M-score is 76% accurate at catching accounting fraud, and 82.5% accurate at finding companies with honest accounting-1.78 or lower is safe and GOOG's is -2.48Meta's Balance Sheet: Effectively AAAGuruFocus PremiumThe only \"debt\" Meta has is receivables, it actually carries no long-term debt.That is why it's the largest company on earth that doesn't pay the $500K per year for a credit rating.However, given its current and historical advanced credit metrics, as well as its exceptionally strong solvency ratios (current ratio, quick ratio, and cash ratios), I'm highly confident that it would be AAA-rated.because it's literally not possible for FB to default on debt it doesn't haveCredit Rating30-Year Bankruptcy ProbabilityAAA (Meta)0.07%AA+ (Alphabet)0.29%AA0.51%AA-0.55%A+0.60%A0.66%A-2.5%BBB+5%BBB7.5%BBB-11%BB+14%BB17%BB-21%B+25%B37%B-45%CCC+52%CCC59%CCC-65%CC70%C80%D100%(Sources: S&P, University of St. Petersberg)This means the fundamental risk of losing all your money over the next 30 years buying FB or GOOG today is approximately1 in 1,429 for FB1 in 345 for GOOGAnd both companies' balance sheets are expected to keep getting stronger over time.Alphabet: Consensus $441 Billion In Net Cash By 2027 FactSet Research TerminalMeta: Consensus $71 Billion In Net Cash By 2027FactSet Research TerminalNow let's consider profitability, Wall Street's favorite quality proxy.Profitability: Winner, Meta By A Small AmountMeta Profitability Vs PeersGurufocus PremiumAlphabet Profitability Vs PeersGurufocus PremiumBoth companies are profit-minting machines.YchartsThese are two of the most profitable companies on earth, and their industry-leading profitability has been stable or improving for over a decade, confirming a wide and stable moat.FactSet Research TerminalFB's free cash flow is expected to keep growing and reach $77 billion in 2027.This is expected to result in impressive buybacks in the coming years.$219 billion in consensus buybacks through 202738% of shares at current valuationsFactSet Research TerminalGOOG's annual free cash flow is expected to grow to $139 billion in 2027, allowing it to undertake even more impressive buybacks.$380 billion in consensus buybacks through 202721% of shares at current valuationsNow let's consider one important profitability metric in particular.Return on capital or ROC is Joel Greenblatt's gold standard proxy for quality and moatiness.ROC = pre-tax profit/operating capital (the money it takes to run the business).S&P 500's average in 2021 was 14.6% (average investment pays for itself in 7 years)CompanyROC (Greenblatt)ROC Industry Percentile13-Year Median ROC5-Year ROC Trend (OTC:CAGR)Meta Platforms74%65%95%-16%Alphabet87%67%74%-7%(Source: DK Research Terminal, FactSet)In the past year, GOOG's return on capital was higher than FB's and it's also above its 13-year median indicating a more stable moat.In other words, when it comes to profitability, FB edges out GOOG by a small amount, except in terms of return on capital, where it's once more the winner.Valuation: Winner, MetaCompanyAverage Fair ValueCurrent PriceDiscount To Fair ValueDK RatingPE 2022PEG 2022Meta Platforms$265.75$214.3519.6%Potentially Reasonable Buy17.191.49Alphabet$3,161.89$2,771.9212.3%Potentially Good Buy23.511.67(Source: DK Research Terminal, FactSet)FB is trading at a slightly lower valuation and a higher margin of safety, though not quite high enough for me to consider it a good buy.20% discount is needed to make FB a potentially good buy given its lower quality and risk profileIf we back out cash we see that FB is once more the more undervalued company.FB EV/EBITDA: 9.5GOOG EV/EBITDA: 14.5However, both companies are trading at highly attractive valuations.Company12-Month Consensus Total Return Potential12-Month Fundamentally Justified Upside Total Return PotentialMeta Platforms48.47%23.98%Alphabet25.77%14.11%(Source: DK Research Terminal, FactSet)This is why analysts expect both to deliver very strong returns, though FB potentially much more than GOOG.Of course, what happens in the next year doesn't matter as much as the kind of returns both companies can deliver over the long-term.Long-Term Total Return Potential: Winner, AlphabetCompanyYieldFactSet Long-Term Consensus Growth RateLT Consensus Total Return PotentialRisk-Adjusted Expected ReturnMeta Platforms0.00%11.5%11.5%8.1%Alphabet0.00%14.1%14.1%9.9%(Source: DK Research Terminal, FactSet)GOOG is expected to grow significantly faster than FB over time, resulting in far better long-term returns.Investment StrategyYieldLT Consensus GrowthLT Consensus Total Return PotentialLong-Term Risk-Adjusted Expected ReturnLong-Term Inflation And Risk-Adjusted Expected ReturnsYears To Double Your Inflation & Risk-Adjusted Wealth10 Year Inflation And Risk-Adjusted ReturnEurope2.6%12.8%15.4%10.7%8.6%8.42.27Value2.1%12.1%14.1%9.9%7.7%9.32.10Alphabet0.0%14.1%14.1%9.9%7.7%9.42.10High-Yield2.8%11.3%14.1%9.9%7.7%9.42.10High-Yield + Growth1.7%11.0%12.7%8.9%6.7%10.81.91Safe Midstream + Growth3.3%8.5%11.8%8.3%6.1%11.81.80Meta0.0%11.50%11.5%8.1%5.9%12.31.77Nasdaq (Growth)0.8%10.7%11.5%8.1%5.9%12.31.77Safe Midstream5.5%6.0%11.5%8.1%5.9%12.31.77Dividend Aristocrats2.2%8.9%11.1%7.8%5.6%12.91.72REITs + Growth1.8%8.9%10.6%7.4%5.2%13.71.67S&P 5001.4%8.5%9.9%7.0%4.8%15.11.59Realty Income4.6%5.2%9.8%6.9%4.7%15.41.58Dividend Growth1.6%8.0%9.6%6.7%4.5%15.91.56REITs2.9%6.5%9.4%6.6%4.4%16.41.5460/40 Retirement Portfolio2.1%5.1%7.2%5.1%2.9%24.91.3310-Year US Treasury2.3%0.0%2.3%1.6%-0.5%-131.10.95(Source: Morningstar, FactSet, Ycharts)Both companies are expected to beat the S&P 500 over time, though FB merely to match the Nasdaq while GOOG is expected to run circles around big tech.What kind of difference does 2.6% per year in potential extra returns actually mean for your life?Inflation-Adjusted Consensus Return Forecast: $1,000 Initial InvestmentTime Frame (Years)7.7% CAGR Inflation-Adjusted S&P Consensus11.9% Inflation-Adjusted GOOG Consensus9.3% CAGR Inflation-Adjusted FB ConsensusDifference Between Inflation Adjusted GOOG and FB Consensus Returns5$1,449.03$1,756.06$1,561.34$194.7110$2,099.70$3,083.73$2,437.79$645.9515$3,042.53$5,415.21$3,806.22$1,608.9920$4,408.74$9,509.42$5,942.82$3,566.6025$6,388.41$16,699.08$9,278.77$7,420.3130$9,257.02$29,324.53$14,487.34$14,837.19(Source: Morningstar, FactSet, Ycharts)Both FB and GOOG are likely to generate good returns but GOOG could turn a modest investment today into a potentially small fortune in the coming decades.Time Frame (Years)Ratio Inflation-Adjusted GOOG and FB Consensus51.12101.26151.42201.60251.80302.02(Source: DK Research Terminal, FactSet)In fact, GOOG could potentially double FB's 30-year returns if both companies grow as analysts currently expect.Short & Medium-Term Total Return Potential: TieMeta 2024 Consensus Return Potential FAST Graphs, FactSet ResearchFB growing at 11.5% is worth about 20.5X earnings based on the company's historical PEG ratio.analyst 12-month consensus forecast is for 21.9 PEThis means that if FB grows as expected through 2024 it could deliver about 18% annular returns, far more than the 17% overvalued S&P 500 is likely to generate.What about the next five years?S&P 500 2027 Consensus Return PotentialYearUpside Potential By End of That YearConsensus CAGR Return Potential By End of That YearProbability-Weighted Return (Annualized)Inflation And Risk-Adjusted Expected Returns202734.75%6.15%4.61%1.27%(Source: DK S&P 500 Valuation And Total Return Tool)For context, analysts expect 35% returns from the S&P 500, which adjusted for inflation and risk is 1% compared to the market's historical 6% to 7% real return.Meta 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchFB could more than double your money if it grows as analysts expect over the next five years.3.2X the S&P 500 consensusGOOG 2024 Consensus Return Potential FAST Graphs, FactSet ResearchGOOG could deliver 13% annual returns through 2024 if it grows as expected.In the past GOOG has grown as slowly as 11% and billions of investors still paid 25.7X earnings, meaning that its historical market-fair value multiple of 25 to 26X earnings should still be valid.GOOG 2027 Consensus Return PotentialFAST Graphs, FactSet ResearchThanks to GOOG's faster growth rate analysts expect both companies to potentially deliver identical returns.about 14% annually over the next five yearsalso 3.2X better than the S&P 500Bottom Line: Both Are Great Companies But In The Battle Of Meta And Alphabet There Is One Clear WinnerDividend Kings Automated Investment Decision ToolDividend Kings Automated Investment Decision ToolBoth Alphabet and Meta are wonderful companies, and as close to perfect growth blue-chip opportunities as you can find on Wall Street right now.far superior valuationsuperior qualitysuperior long-term return potential to the S&P 500However, when we examine both companies in their entirety one fact is clear.GOOG is a higher quality companyGOOG is a faster-growing company (with potentially 2X better long-term return potential than FB)GOOG has far better long-term risk management (to deal with the disruption the digital advertising industry is currently facing)GOOG has superior return on capital and a more stable moatWhile FB offers superior valuation and potentially double the short-term return potential, it's a speculative blue-chip currently going through the largest business pivot in the company's history.In contrast, GOOG is a faster-growing Ultra SWAN that is expected to buy back almost $400 billion worth of stock in the next five years, double that of FB.Simply put, if you can only buy one of these growth legends today, I recommend Alphabet, and that's why I have it as a core growth position in my correction plan.Not just for the next few weeks, but all of 2022 and beyond.Because at the end of the day, when you focus on safety and quality first, and prudent valuation and sound risk-management always, you never have to pray for luck on Wall Street, you make your own.Luck is what happens when preparation meets, opportunity.\" - Roman philosopher Seneca the younger","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9010342248,"gmtCreate":1648265738851,"gmtModify":1676534324013,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great article, KIV to come back and read it every once in a while!","listText":"Great article, KIV to come back and read it every once in a while!","text":"Great article, KIV to come back and read it every once in a while!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9010342248","repostId":"9037763463","repostType":1,"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274789744393","authorId":"3479274789744393","name":"extractoi","avatar":"https://static.laohu8.com/picture134","crmLevel":1,"crmLevelSwitch":0},"content":"Yeah, I have same opinion with you and I can't agree with you any more.","text":"Yeah, I have same opinion with you and I can't agree with you any more.","html":"Yeah, I have same opinion with you and I can't agree with you any more."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935370663,"gmtCreate":1663037417253,"gmtModify":1676537188955,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935370663","repostId":"2267798983","repostType":2,"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933579287,"gmtCreate":1662334676450,"gmtModify":1676537036857,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Omg so sad 🥲 RIP","listText":"Omg so sad 🥲 RIP","text":"Omg so sad 🥲 RIP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933579287","repostId":"1124062105","repostType":2,"repost":{"id":"1124062105","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":1662333187,"share":"https://www.laohu8.com/m/news/1124062105?lang=&edition=full","pubTime":"2022-09-05 07:13","market":"us","language":"en","title":"Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower","url":"https://stock-news.laohu8.com/highlight/detail?id=1124062105","media":"Reuters","summary":"Sept 4 (Reuters) - Bed Bath & Beyond Inc's chief financial officer fell to his death from New York's","content":"<html><head></head><body><p>Sept 4 (Reuters) - Bed Bath &amp; Beyond Inc&#39;s chief financial officer fell to his death from New York&#39;s Tribeca skyscraper known as the &#34;Jenga&#34; tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.</p><p>Gustavo Arnal, 52, joined Bed Bath &amp; Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter &amp; Gamble(PG.N), according to his LinkedIn profile.</p><p>On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.</p><p>The police statement did not provide further details on the circumstances leading to Arnal&#39;s death and said the New York City Medical Examiner&#39;s Office would determine the cause of death. Bed Bath &amp; Beyond confirmed his death in a press statement on Sunday but gave no details.</p><p>The big-box chain - once considered a so-called &#34;category killer&#34; in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.</p><p>Last week, Bed Bath &amp; Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.</p><p>It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6673c2345ef368c2b571404fb4e108b2\" tg-width=\"960\" tg-height=\"640\" width=\"100%\" height=\"auto\"/><span>Signage is seen at a Bed Bath &amp; Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File Photo</span></p><p>Arnal sold 55,013 shares in Bed Bath &amp; Beyond in multiple transactions on Aug. 16-17, Reuters&#39; calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.</p><p>On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm&#39;s stock price in a &#34;pump and dump&#34; scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.</p><p>The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.</p><p>The filing in the U.S. District Court for the District of Columbia alleged that Arnal &#34;agreed to regulate all insider sales by BBBY&#39;s officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.&#34;</p><p>The lawsuit also alleged that he issued materially misleading statements to investors.</p><p>The company said it was &#34;in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.&#34;</p><p>Shares in Bed Bath &amp; Beyond have been highly volatile in recent months, being viewed as a so-called &#34;meme&#34; stock, which trade more on social media sentiment than economic fundamentals.</p><p>Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen&#39;s RC Ventures disclosed plans to sell its stake on Aug. 17.</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>Bed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower</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\">\nBed Bath & Beyond CFO Dies After Falling From New York's Jenga Tower\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\">2022-09-05 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sept 4 (Reuters) - Bed Bath &amp; Beyond Inc&#39;s chief financial officer fell to his death from New York&#39;s Tribeca skyscraper known as the &#34;Jenga&#34; tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.</p><p>Gustavo Arnal, 52, joined Bed Bath &amp; Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter &amp; Gamble(PG.N), according to his LinkedIn profile.</p><p>On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.</p><p>The police statement did not provide further details on the circumstances leading to Arnal&#39;s death and said the New York City Medical Examiner&#39;s Office would determine the cause of death. Bed Bath &amp; Beyond confirmed his death in a press statement on Sunday but gave no details.</p><p>The big-box chain - once considered a so-called &#34;category killer&#34; in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.</p><p>Last week, Bed Bath &amp; Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.</p><p>It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6673c2345ef368c2b571404fb4e108b2\" tg-width=\"960\" tg-height=\"640\" width=\"100%\" height=\"auto\"/><span>Signage is seen at a Bed Bath &amp; Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File Photo</span></p><p>Arnal sold 55,013 shares in Bed Bath &amp; Beyond in multiple transactions on Aug. 16-17, Reuters&#39; calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.</p><p>On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm&#39;s stock price in a &#34;pump and dump&#34; scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.</p><p>The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.</p><p>The filing in the U.S. District Court for the District of Columbia alleged that Arnal &#34;agreed to regulate all insider sales by BBBY&#39;s officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.&#34;</p><p>The lawsuit also alleged that he issued materially misleading statements to investors.</p><p>The company said it was &#34;in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.&#34;</p><p>Shares in Bed Bath &amp; Beyond have been highly volatile in recent months, being viewed as a so-called &#34;meme&#34; stock, which trade more on social media sentiment than economic fundamentals.</p><p>Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen&#39;s RC Ventures disclosed plans to sell its stake on Aug. 17.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124062105","content_text":"Sept 4 (Reuters) - Bed Bath & Beyond Inc's chief financial officer fell to his death from New York's Tribeca skyscraper known as the \"Jenga\" tower on Friday afternoon, police said on Sunday, days after the struggling retailer announced it was closing stores and laying off workers.Gustavo Arnal, 52, joined Bed Bath & Beyond in 2020. He previously worked as CFO for cosmetics brand Avon in London and had a 20-year stint with Procter & Gamble(PG.N), according to his LinkedIn profile.On Friday at 12:30 p.m. ET (1630 GMT), police responded to a 911 call and found a 52-year-old man dead near the building who suffered injuries from a fall. Police identified the man as Gustavo Arnal.The police statement did not provide further details on the circumstances leading to Arnal's death and said the New York City Medical Examiner's Office would determine the cause of death. Bed Bath & Beyond confirmed his death in a press statement on Sunday but gave no details.The big-box chain - once considered a so-called \"category killer\" in home and bath goods - has seen its fortunes falter after an attempt to sell more of its own brand, or private-label goods.Last week, Bed Bath & Beyond said it would close 150 stores, cut jobs and overhaul its merchandising strategy in an attempt to turn around its money-losing business.It forecast a bigger-than-expected 26% slump in same-store sales for the second quarter and said it would retain its buybuy Baby business, which it had put up for sale.Signage is seen at a Bed Bath & Beyond store in Manhattan, New York City, U.S., June 29, 2022. REUTERS/Andrew Kelly/File PhotoArnal sold 55,013 shares in Bed Bath & Beyond in multiple transactions on Aug. 16-17, Reuters' calculations showed based on SEC filings. The sales amounted to about $1.4 million, and Arnal still had almost 255,400 shares remaining.On Aug. 23, the company, Arnal and major shareholder Ryan Cohen were sued over accusations of artificially inflating the firm's stock price in a \"pump and dump\" scheme, with the lawsuit alleging Arnal sold off his shares at a higher price after the scheme.The class action lawsuit listed Arnal as one of the defendants and was brought by a group of shareholders who claimed they lost around $1.2 billion.The filing in the U.S. District Court for the District of Columbia alleged that Arnal \"agreed to regulate all insider sales by BBBY's officers and directors to ensure that the market would not be inundated with a large number of BBBY shares at a given time.\"The lawsuit also alleged that he issued materially misleading statements to investors.The company said it was \"in the early stages of evaluating the complaint, but based on current knowledge the company believes the claims are without merit.\"Shares in Bed Bath & Beyond have been highly volatile in recent months, being viewed as a so-called \"meme\" stock, which trade more on social media sentiment than economic fundamentals.Cohen, a billionaire investor, disclosed a stake of nearly 10% in early March. Cohen's RC Ventures disclosed plans to sell its stake on Aug. 17.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9055788915,"gmtCreate":1655310573737,"gmtModify":1676535610662,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055788915","repostId":"1138613798","repostType":4,"repost":{"id":"1138613798","pubTimestamp":1655303109,"share":"https://www.laohu8.com/m/news/1138613798?lang=&edition=full","pubTime":"2022-06-15 22:25","market":"us","language":"en","title":"Apple: M2 Chip Unlocks New Growth Cycle Amid Bloodbath","url":"https://stock-news.laohu8.com/highlight/detail?id=1138613798","media":"Seeking Alpha","summary":"SummaryApple is now undervalued by 13% from its historical average, almost at most attractive level ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Apple is now undervalued by 13% from its historical average, almost at most attractive level in a decade.</li><li>Yet Apple&#39;s fundamentals remain strong, with arguably the most powerful product lineup in its recent history.</li><li>In particular, the M2 debuted recently will provide a strong catalyst to propel new products, maintain its pricing power, and boost its profitability for years to come.</li></ul><p><b>Thesis</b></p><p>Recent market corrections have provided a rare entry opportunity to buy Apple (NASDAQ:AAPL) shares at an attractive valuation. As you can see from the following chart, the NASDAQ 100 index suffered more than a 30% correction YTD. AAPLshares are more resistant but still retreated by more than 25% also. The combination of price retreat and earnings growth has now brought it FW PE to about 21.4x, almost at most attractive level in a decade.</p><p>On the business side, its fundamentals remain strong, probably even stronger than it was at the beginning of the year. A highlight involves the M2 chip officially released during itsWWDC2022Apple Developer Conference in early June. As to be elaborated immediately below, I see the M2 chip as a key to unlocking its next new growth cycle. It will further augment its already powerful product lineups, catalyze new products, and ultimately maintain AAPL&#39;s pricing power and profitability for years to come.</p><p><img src=\"https://static.tigerbbs.com/057e675caa977beadeafe38b691f7305\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>M1, M2, and AAPL&#39;s strategic shift</b></p><p>Roll back two years to 2000, AAPL&#39;s WWDC presentation announced its plan to shift to its own chips. The shift of the Macintosh line is expected to take about 2 years, which would be 2022. Shortly after the announcement, AAPL achieved wild success with the M1 chips not only in its Mac product line but also in the tablet line. The success boosted sales by 15% despite supply chain difficulties. As CEO Tim Cook commented in the 2022Q2 earnings report(the emphases were added by me):</p><blockquote>Last month we announced<b>another breakthrough with M1 Ultra, the world&#39;s most powerful chip for a personal computer.</b>The incredible customer response to our M1-powered Macs helped<b>propel a 15% year-over-year increase in revenue, despite supply constraints.</b>We now have our most powerful Mac lineup ever, with the addition of the entirely new Mac Studio.</blockquote><p>Now looking forward, M2 is even more powerful, more energy-efficient, and better positions AAPL for the megatrend toward mobile computing. According to the following specifications provided by CPU Ninja, under the same power consumption, the M2 packs 20 billion transistors (25% more than the M1) and provides 100GB/s memory speed (50% faster than M1). And its CPU performance is 18% higher than M1, and its GPU performance is 35% faster.</p><p>These technical improvements will be directly reflected in its end products to benefit end-users, as discussed next.</p><p><img src=\"https://static.tigerbbs.com/ca532287899df6818ac86a496c2b6f80\" tg-width=\"640\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: CPU Ninja</p><p><b>Pricing power continues and M3</b></p><p>Thanks to the performance boost and power efficiency, the M2 chip dramatically improved end products, both hardware, and software. For example, with the M2, AAPL&#39;s new MacBook Air is 25% now smaller, thinner (only 11.3 mm thick 0.44 inch), and lighter (now it weighs only 1.24kg or 2.73 lbs).</p><p>Of course, it also will cost you more. The price of the new MacBook Air with an M2 chip starts at $1199, a price increase by $200 compared to the previous version with M1 chips, or a full 20% price increase. Yet, I firmly believe that consumers will still be flocking to buy based on past experiences with new AAPL products, as detailed in my earlier article below.</p><blockquote><i>Much has been written about how wonderful AAPL products have been. Here I just want to draw your attention to the following chart and use iPhone as an example to showcase AAPL&#39;s pricing power. It is a busy chart with quick a bit of information. My key takeaways are:</i></blockquote><p>Looking further out, Taiwan Semiconductor Manufacturing is said to be testing designs for the M3 processors. Using the more advanced 3nm technology, the M3 will feature even higher transistor density and more computing power.</p><p><img src=\"https://static.tigerbbs.com/2974a8c6fb1083d456f49aefc857a69c\" tg-width=\"640\" tg-height=\"567\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: GSMARENA</p><p><b>Valuation</b></p><p>Despite the strong business fundamentals and most powerful product lineup, AAPL is not for sale at an attractive valuation due to the recent corrections as aforementioned. As you can see from the following chart, its FW PE has fluctuated between a bottom of about 19.5x to a peak of about 29.6 in the past decade. And its average FW PE is about 24.6x. Currently, it is priced at 21.46x FW PE, about a 13% discount from its historical average.</p><p>Relative to the overall market, the current valuation of the Nasdaq 100 index is about 19.8x and S&amp;P500 19.0x PE. So AAPL is only marginally above the overall market, by about 8% to 12%. I view such a small premium as mispricing. AAPL&#39;s profitability as measured by return on capital employed is above 100%, more than 5x of the average market. Its financial strength is way stronger than the majority of the stocks in the Nasdaq 100 index or S&amp;P500 index. An 8% to 12% premium undervalues AAPL and provides a substantial margin of safety.</p><p><img src=\"https://static.tigerbbs.com/3d6b337610734070d55b6bcaa81b3698\" tg-width=\"640\" tg-height=\"403\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Seeking Alpha</p><p><b>Final Thoughts and Risks</b></p><p>Recent market corrections have brought APPL&#39;s valuation to a 13% discount from its historical average. Compared to the overall market, it is now for sale at only about 8% to 12% premium, which is clearly mispriced in my view given its far superior profitability and financial strength to the market average. On the business side, its fundamentals remain strong, arguably with the most powerful product lineup in its recent history. Particularly, the M2 (and M3 after that) will provide a strong catalyst to propel its innovation and new product design, and ultimately to maintain pricing power and profitability for years to come.</p><p>Finally, risks. I do not see any structural risks to AAPL. But in the near term, a recession is a tangible risk. Ramparting inflation and the market&#39;s expectation of the biggest Fed rate hike since 1994 could trigger a further correction or even a recession. The ongoing Russian/Ukraine war and global supply chain disruptions further compound these issues and increase the odds of a recession. AAPL share prices would suffer together with the overall market as we&#39;ve seen already. However, my view is that AAPL shares will fare better (relatively) given its strength and long-term investors should look past price actions and focus on fundamentals.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: M2 Chip Unlocks New Growth Cycle Amid Bloodbath</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: M2 Chip Unlocks New Growth Cycle Amid Bloodbath\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 22:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4518507-apple-m2-chip-growth-cycle-amid-bloodbath><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryApple is now undervalued by 13% from its historical average, almost at most attractive level in a decade.Yet Apple's fundamentals remain strong, with arguably the most powerful product lineup ...</p>\n\n<a href=\"https://seekingalpha.com/article/4518507-apple-m2-chip-growth-cycle-amid-bloodbath\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4518507-apple-m2-chip-growth-cycle-amid-bloodbath","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138613798","content_text":"SummaryApple is now undervalued by 13% from its historical average, almost at most attractive level in a decade.Yet Apple's fundamentals remain strong, with arguably the most powerful product lineup in its recent history.In particular, the M2 debuted recently will provide a strong catalyst to propel new products, maintain its pricing power, and boost its profitability for years to come.ThesisRecent market corrections have provided a rare entry opportunity to buy Apple (NASDAQ:AAPL) shares at an attractive valuation. As you can see from the following chart, the NASDAQ 100 index suffered more than a 30% correction YTD. AAPLshares are more resistant but still retreated by more than 25% also. The combination of price retreat and earnings growth has now brought it FW PE to about 21.4x, almost at most attractive level in a decade.On the business side, its fundamentals remain strong, probably even stronger than it was at the beginning of the year. A highlight involves the M2 chip officially released during itsWWDC2022Apple Developer Conference in early June. As to be elaborated immediately below, I see the M2 chip as a key to unlocking its next new growth cycle. It will further augment its already powerful product lineups, catalyze new products, and ultimately maintain AAPL's pricing power and profitability for years to come.Seeking AlphaM1, M2, and AAPL's strategic shiftRoll back two years to 2000, AAPL's WWDC presentation announced its plan to shift to its own chips. The shift of the Macintosh line is expected to take about 2 years, which would be 2022. Shortly after the announcement, AAPL achieved wild success with the M1 chips not only in its Mac product line but also in the tablet line. The success boosted sales by 15% despite supply chain difficulties. As CEO Tim Cook commented in the 2022Q2 earnings report(the emphases were added by me):Last month we announcedanother breakthrough with M1 Ultra, the world's most powerful chip for a personal computer.The incredible customer response to our M1-powered Macs helpedpropel a 15% year-over-year increase in revenue, despite supply constraints.We now have our most powerful Mac lineup ever, with the addition of the entirely new Mac Studio.Now looking forward, M2 is even more powerful, more energy-efficient, and better positions AAPL for the megatrend toward mobile computing. According to the following specifications provided by CPU Ninja, under the same power consumption, the M2 packs 20 billion transistors (25% more than the M1) and provides 100GB/s memory speed (50% faster than M1). And its CPU performance is 18% higher than M1, and its GPU performance is 35% faster.These technical improvements will be directly reflected in its end products to benefit end-users, as discussed next.Source: CPU NinjaPricing power continues and M3Thanks to the performance boost and power efficiency, the M2 chip dramatically improved end products, both hardware, and software. For example, with the M2, AAPL's new MacBook Air is 25% now smaller, thinner (only 11.3 mm thick 0.44 inch), and lighter (now it weighs only 1.24kg or 2.73 lbs).Of course, it also will cost you more. The price of the new MacBook Air with an M2 chip starts at $1199, a price increase by $200 compared to the previous version with M1 chips, or a full 20% price increase. Yet, I firmly believe that consumers will still be flocking to buy based on past experiences with new AAPL products, as detailed in my earlier article below.Much has been written about how wonderful AAPL products have been. Here I just want to draw your attention to the following chart and use iPhone as an example to showcase AAPL's pricing power. It is a busy chart with quick a bit of information. My key takeaways are:Looking further out, Taiwan Semiconductor Manufacturing is said to be testing designs for the M3 processors. Using the more advanced 3nm technology, the M3 will feature even higher transistor density and more computing power.Source: GSMARENAValuationDespite the strong business fundamentals and most powerful product lineup, AAPL is not for sale at an attractive valuation due to the recent corrections as aforementioned. As you can see from the following chart, its FW PE has fluctuated between a bottom of about 19.5x to a peak of about 29.6 in the past decade. And its average FW PE is about 24.6x. Currently, it is priced at 21.46x FW PE, about a 13% discount from its historical average.Relative to the overall market, the current valuation of the Nasdaq 100 index is about 19.8x and S&P500 19.0x PE. So AAPL is only marginally above the overall market, by about 8% to 12%. I view such a small premium as mispricing. AAPL's profitability as measured by return on capital employed is above 100%, more than 5x of the average market. Its financial strength is way stronger than the majority of the stocks in the Nasdaq 100 index or S&P500 index. An 8% to 12% premium undervalues AAPL and provides a substantial margin of safety.Seeking AlphaFinal Thoughts and RisksRecent market corrections have brought APPL's valuation to a 13% discount from its historical average. Compared to the overall market, it is now for sale at only about 8% to 12% premium, which is clearly mispriced in my view given its far superior profitability and financial strength to the market average. On the business side, its fundamentals remain strong, arguably with the most powerful product lineup in its recent history. Particularly, the M2 (and M3 after that) will provide a strong catalyst to propel its innovation and new product design, and ultimately to maintain pricing power and profitability for years to come.Finally, risks. I do not see any structural risks to AAPL. But in the near term, a recession is a tangible risk. Ramparting inflation and the market's expectation of the biggest Fed rate hike since 1994 could trigger a further correction or even a recession. The ongoing Russian/Ukraine war and global supply chain disruptions further compound these issues and increase the odds of a recession. AAPL share prices would suffer together with the overall market as we've seen already. However, my view is that AAPL shares will fare better (relatively) given its strength and long-term investors should look past price actions and focus on fundamentals.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9069190500,"gmtCreate":1651244273458,"gmtModify":1676534877387,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9069190500","repostId":"1114108370","repostType":4,"repost":{"id":"1114108370","pubTimestamp":1651231846,"share":"https://www.laohu8.com/m/news/1114108370?lang=&edition=full","pubTime":"2022-04-29 19:30","market":"us","language":"en","title":"Tech Stocks Lose $1.8 Trillion in a Month Thanks to Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=1114108370","media":"Bloomberg","summary":"Nasdaq 100 Index posts worst start to the year since 2002Earnings, rate-hike expectations have made ","content":"<html><head></head><body><ul><li>Nasdaq 100 Index posts worst start to the year since 2002</li><li>Earnings, rate-hike expectations have made for volatile month</li></ul><p>For tech investors, it’s been the worst start to the year in two decades. And with another hike in the Federal Reserve’s interest rate seen next week, they are bracing for more volatility.</p><p>The Nasdaq 100 Index has been hammered this year -- wiping out $1.8 trillion in value in April alone -- amid a tumultuous earnings season as investors fear an economic slowdown and ever-more aggressive expectations around the Fed’s rate-hike trajectory.</p><p>The tech-heavy benchmark has seen a close of at least 2% in either direction on about 47% of trading days this month, the highest percentage since March 2020, according to data compiled by Bloomberg.</p><p><img src=\"https://static.tigerbbs.com/a40c75e32e3e6f42230d0ba33842a741\" tg-width=\"973\" tg-height=\"569\" referrerpolicy=\"no-referrer\"/></p><p>The central bank’s next decision due on Wednesday is likely to make for another rollercoaster ride. It is expected to raise rates by 50 basis points at that meeting with nearly 200 basis points of further interest-rate hikes projected by the end of this year, according to data compiled by Bloomberg. Higher rates are especially negative for technology stocks that are valued on future growth expectations.</p><p>While a hike in the 50-basis point magnitude may be priced in by the market, the decision comes as investors continue to assess a multitude of earnings reports, including some big misses, forecast cuts and the drama around Elon Musk’s agreement to buy Twitter Inc., including his $4 billion saleof Tesla Inc. shares.</p><p>“Earnings season is always eventful and this one certainly has lived up to that, as investors are interested to see if companies can continue to maintain high profit levels through inflation,” said Matt Carvalho, chief investment officer of Cardinal Point Wealth who oversees about $1.2 billion in U.S. and Canadian stocks. “But without a doubt the biggest question on everyone’s mind is how this Federal Reserve rate tightening cycle will play out.”</p><p>Here’s a look at what’s next for tech stocks in charts.</p><p><img src=\"https://static.tigerbbs.com/af36703ca540ca595d874b4a86154c91\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>The selloff in the Nasdaq 100 this month has been so swift that at one point this week its blended forward 12-month estimated price-to-earnings ratio sank to less than 22, its lowest level in two years. Back in mid-March the benchmark nearly broke the same level before staging a strong two-week rally.</p><p>That discount may have lured dip buyers back. “Megacap tech valuations are very attractive at the moment, given how underlying growth fundamentals remain very strong,” said Pat Burton, who manages about $16 billion as a co-portfolio manager at Winslow Capital Management.</p><p>The tech-heavy gauge surged on Thursday in its best day in more than a month as opportunistic investors emerged to take advantage of lower valuations and as strong earnings reports from Meta Platforms Inc. and Qualcomm Inc. helped boost investor sentiment. Now, that rally is in jeopardy after Apple Inc. and Amazon.com Inc.’s quarterly results sparked a selloff in tech stocks in afterhours trading on Thursday. Futures contracts on the Nasdaq 100 fell as much as 2.1% on Friday.</p><p><img src=\"https://static.tigerbbs.com/bcd8c1a6d0dd7977c03a630e9046553a\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>Still, Wall Street is staying bullish on the group. While the index is set to close the month with a decline of more than 9% -- the first monthly drop of that magnitude since late 2008 -- analyst price targets have largely remained intact.</p><p>The benchmark’s 12-month potential return, which is calculated by aggregating the average price targets of index constituents, stands at about 28% above its close on Thursday. Hitting that mark would send the gauge to a fresh record high.</p><p>To be sure, the price-targets are unlikely to be fully reflecting the changes, both up and down, that result from quarterly earnings as it can sometimes take weeks for analysts to fully incorporate them into their models. Some of the Nasdaq 100’s largest members, including Alphabet Inc., Amazon, Meta and Netflix Inc., have already started to see price target cuts flow in following their earnings releases.</p><p><img src=\"https://static.tigerbbs.com/3ed046ffa1270d225e85aa124d1b1610\" tg-width=\"960\" tg-height=\"555\" referrerpolicy=\"no-referrer\"/></p><p>One group of stocks that could sway the sector have yet to report: pandemic darlings. Many stay-at-home stocks have tumbled from their Covid-driven highs, with Netflix showing they may still have room to fall if their results disappoint. Zoom Video Communications Inc., DocuSign Inc. and Peloton Interactive Inc. are some of the biggest losers since pandemic restrictions were lifted. The trio has yet to report results with some slated for next month.</p><p>All in all, tech investors still have a lot to worry about.</p><p>“While it is difficult to know how long the current turbulence for growth stocks will continue, inflation concerns and the prospect for rising interest rates are not going away any time soon,” said Jason Hollands, managing director of online investment platform Bestinvest.</p><p><b>Tech Chart of the Day</b></p><p><img src=\"https://static.tigerbbs.com/c93a7a2ad59842696fd1c24c2269933e\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\"/></p><p>As investors head into next week, rate-hike expectations have only been building amid a selloff in tech stocks. The rout was exacerbated this month when traderspricedin big rate increases and after Federal Reserve Chair Jerome Powell blessed a half-point interest-rate hike next month and signaled support for further aggressive tightening to curb inflation.</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>Tech Stocks Lose $1.8 Trillion in a Month Thanks to Fed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTech Stocks Lose $1.8 Trillion in a Month Thanks to Fed\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-29 19:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-04-29/fed-casts-long-shadow-over-1-8-trillion-stock-rout-tech-watch?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nasdaq 100 Index posts worst start to the year since 2002Earnings, rate-hike expectations have made for volatile monthFor tech investors, it’s been the worst start to the year in two decades. And with...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-29/fed-casts-long-shadow-over-1-8-trillion-stock-rout-tech-watch?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","MSFT":"微软",".SPX":"S&P 500 Index","AAPL":"苹果","GOOGL":"谷歌A","NFLX":"奈飞",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-29/fed-casts-long-shadow-over-1-8-trillion-stock-rout-tech-watch?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114108370","content_text":"Nasdaq 100 Index posts worst start to the year since 2002Earnings, rate-hike expectations have made for volatile monthFor tech investors, it’s been the worst start to the year in two decades. And with another hike in the Federal Reserve’s interest rate seen next week, they are bracing for more volatility.The Nasdaq 100 Index has been hammered this year -- wiping out $1.8 trillion in value in April alone -- amid a tumultuous earnings season as investors fear an economic slowdown and ever-more aggressive expectations around the Fed’s rate-hike trajectory.The tech-heavy benchmark has seen a close of at least 2% in either direction on about 47% of trading days this month, the highest percentage since March 2020, according to data compiled by Bloomberg.The central bank’s next decision due on Wednesday is likely to make for another rollercoaster ride. It is expected to raise rates by 50 basis points at that meeting with nearly 200 basis points of further interest-rate hikes projected by the end of this year, according to data compiled by Bloomberg. Higher rates are especially negative for technology stocks that are valued on future growth expectations.While a hike in the 50-basis point magnitude may be priced in by the market, the decision comes as investors continue to assess a multitude of earnings reports, including some big misses, forecast cuts and the drama around Elon Musk’s agreement to buy Twitter Inc., including his $4 billion saleof Tesla Inc. shares.“Earnings season is always eventful and this one certainly has lived up to that, as investors are interested to see if companies can continue to maintain high profit levels through inflation,” said Matt Carvalho, chief investment officer of Cardinal Point Wealth who oversees about $1.2 billion in U.S. and Canadian stocks. “But without a doubt the biggest question on everyone’s mind is how this Federal Reserve rate tightening cycle will play out.”Here’s a look at what’s next for tech stocks in charts.The selloff in the Nasdaq 100 this month has been so swift that at one point this week its blended forward 12-month estimated price-to-earnings ratio sank to less than 22, its lowest level in two years. Back in mid-March the benchmark nearly broke the same level before staging a strong two-week rally.That discount may have lured dip buyers back. “Megacap tech valuations are very attractive at the moment, given how underlying growth fundamentals remain very strong,” said Pat Burton, who manages about $16 billion as a co-portfolio manager at Winslow Capital Management.The tech-heavy gauge surged on Thursday in its best day in more than a month as opportunistic investors emerged to take advantage of lower valuations and as strong earnings reports from Meta Platforms Inc. and Qualcomm Inc. helped boost investor sentiment. Now, that rally is in jeopardy after Apple Inc. and Amazon.com Inc.’s quarterly results sparked a selloff in tech stocks in afterhours trading on Thursday. Futures contracts on the Nasdaq 100 fell as much as 2.1% on Friday.Still, Wall Street is staying bullish on the group. While the index is set to close the month with a decline of more than 9% -- the first monthly drop of that magnitude since late 2008 -- analyst price targets have largely remained intact.The benchmark’s 12-month potential return, which is calculated by aggregating the average price targets of index constituents, stands at about 28% above its close on Thursday. Hitting that mark would send the gauge to a fresh record high.To be sure, the price-targets are unlikely to be fully reflecting the changes, both up and down, that result from quarterly earnings as it can sometimes take weeks for analysts to fully incorporate them into their models. Some of the Nasdaq 100’s largest members, including Alphabet Inc., Amazon, Meta and Netflix Inc., have already started to see price target cuts flow in following their earnings releases.One group of stocks that could sway the sector have yet to report: pandemic darlings. Many stay-at-home stocks have tumbled from their Covid-driven highs, with Netflix showing they may still have room to fall if their results disappoint. Zoom Video Communications Inc., DocuSign Inc. and Peloton Interactive Inc. are some of the biggest losers since pandemic restrictions were lifted. The trio has yet to report results with some slated for next month.All in all, tech investors still have a lot to worry about.“While it is difficult to know how long the current turbulence for growth stocks will continue, inflation concerns and the prospect for rising interest rates are not going away any time soon,” said Jason Hollands, managing director of online investment platform Bestinvest.Tech Chart of the DayAs investors head into next week, rate-hike expectations have only been building amid a selloff in tech stocks. The rout was exacerbated this month when traderspricedin big rate increases and after Federal Reserve Chair Jerome Powell blessed a half-point interest-rate hike next month and signaled support for further aggressive tightening to curb inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9023172053,"gmtCreate":1652887043572,"gmtModify":1676535181787,"author":{"id":"4107664905990320","authorId":"4107664905990320","name":"Jyoo","avatar":"https://community-static.tradeup.com/news/bc94c01a0319cb6e4bacc1b733efb00f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>ups and downs, still a solid stock imho","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a>ups and downs, still a solid stock imho","text":"$SoFi Technologies Inc.(SOFI)$ups and downs, still a solid stock imho","images":[{"img":"https://community-static.tradeup.com/news/65a02a390aa9855313b9728e73c0b1fb","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9023172053","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}