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2022-08-04

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Pre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%

2022-08-02

[Thinking]

US STOCKS-Wall Street Ends down after Biggest Month since 2020

2022-08-01

[Thinking]

What's Ahead For The SPDR S&P 500 This Week? A Look At The SPY On A Longer-Term Time Frame

2022-07-31

[Thinking]

Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?

2022-07-31

[Thinking]

Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?

2022-07-07

[Like] [USD]

Is Nvidia Really A Bargain Or Is There More Pain Ahead?

2022-06-25

Drop [Put] [USD] [USD]

What Wall Street Expects in the Second Half of 2022?

2022-06-23

[Thinking]

Pre-Bell｜U.S. Stock Futures Rise; High-Valued Growth Stocks Shine

2022-06-22

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Is Boeing Stock a Buy?

2022-06-21

[Thinking] [Thinking] [Thinking]

Own Palantir Stock At $5

2022-06-08

[Thinking]

3 Unstoppable Stocks to Buy Now and Never Sell

2022-06-08

[Thinking]

3 Top Solar Energy Stocks To Buy Now

2022-06-06

[Thinking]

NIO: The Ultimate Bottom Has Occurred

2022-06-06

[Thinking] [Thinking]

Should Investors Be Worried About Tesla?

2022-06-03

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Singapore Retail Sales up 12.1% in April As Tourists Return

2022-06-03

[Thinking]

3 Riskier Warren Buffett Stocks That Could Beat the Dow

2022-06-02

[Warning]

EV Stocks Climbed in Morning Trading

2022-06-02

[Allin]

HP Shares Rose 2.87% in Morning Trading

2022-06-02

[Thinking]

7 Stocks to Buy and Hold Forever in This Bear Market

2022-05-31

[Thinking]

Why the Dow Finally Bounced -- and Investors Doubt the Market Bottom Is in

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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":1659614261,"share":"https://ttm.financial/m/news/1138406144?lang=&edition=fundamental","pubTime":"2022-08-04 19:57","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138406144","media":"Tiger Newspress","summary":"U.S. stock futures edged higher Thursday. U.S. jobless claims rise 6,000 to 260,000 in week of July ","content":"<html><head></head><body><p>U.S. stock futures edged higher Thursday. </p><p>U.S. jobless claims rise 6,000 to 260,000 in week of July 30.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.</p><p><img src=\"https://static.tigerbbs.com/c54906b64f32182e1263f7f91117ba5d\" tg-width=\"480\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.</p><p><a href=\"https://laohu8.com/S/CI\">Cigna</a> – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.</p><p><a href=\"https://laohu8.com/S/QSR\">Restaurant Brands</a> – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.</p><p><a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.</p><p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/CLX\">Clorox</a> – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.</p><h2><b>Market News</b></h2><h3>Bank of England Raises Key Rate By 50 Basis Points to 1.75%</h3><p>As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.</p><p>Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE&#39;s case, that goal is 2% inflation.</p><h3>Lilly Quarterly Results Miss Estimates</h3><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a> reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.</p><p>The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.</p><h3>Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%</h3><p>Billionaire Li Ka-shing’s CK Group is selling its remaining stake in <a href=\"https://laohu8.com/S/AMTD\">AMTD Group Co.</a>, the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.</p><p>CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.</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>Pre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%</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\">\nPre-Bell｜U.S. Stock Index Futures Rise; Alibaba Jumps 4%\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\">2022-08-04 19:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock futures edged higher Thursday. </p><p>U.S. jobless claims rise 6,000 to 260,000 in week of July 30.</p><h2><b>Market Snapshot</b></h2><p>At 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&amp;P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.</p><p><img src=\"https://static.tigerbbs.com/c54906b64f32182e1263f7f91117ba5d\" tg-width=\"480\" tg-height=\"236\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/BABA\">Alibaba</a> – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.</p><p><a href=\"https://laohu8.com/S/CI\">Cigna</a> – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.</p><p><a href=\"https://laohu8.com/S/QSR\">Restaurant Brands</a> – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.</p><p><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.</p><p><a href=\"https://laohu8.com/S/SHAK\">Shake Shack</a> – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.</p><p><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a> – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.</p><p><a href=\"https://laohu8.com/S/CLX\">Clorox</a> – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.</p><p><a href=\"https://laohu8.com/S/TM\">Toyota Motor</a> – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.</p><h2><b>Market News</b></h2><h3>Bank of England Raises Key Rate By 50 Basis Points to 1.75%</h3><p>As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.</p><p>Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE&#39;s case, that goal is 2% inflation.</p><h3>Lilly Quarterly Results Miss Estimates</h3><p><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a> reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.</p><p>The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.</p><h3>Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%</h3><p>Billionaire Li Ka-shing’s CK Group is selling its remaining stake in <a href=\"https://laohu8.com/S/AMTD\">AMTD Group Co.</a>, the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.</p><p>CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138406144","content_text":"U.S. stock futures edged higher Thursday. U.S. jobless claims rise 6,000 to 260,000 in week of July 30.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were up 12 points, or 0.04%, S&P 500 e-minis were up 2.25 points, or 0.05%, and Nasdaq 100 e-minis were up 10 points, or 0.08%.Pre-Market MoversAlibaba – Shares of the China-based e-commerce giant jumped 4% in premarket trading after better-than-expected quarterly results. That came despite flat revenue growth for the first time ever, due to Covid-19-related lockdowns in China.Cigna – The insurance company reported better-than-expected profit and revenue for the second quarter and raised its full-year outlook. Cigna was helped by lower costs resulting from a slow rebound in non-urgent medical procedures. Cigna rose 2.6% in premarket trading.Restaurant Brands – The parent of Popeyes, Tim Hortons and Burger King beat top- and bottom-line estimates for its latest quarter, with comparable restaurant sales also rising more than expected. Restaurant Brands added 1.8% in premarket action.Paramount Global – Paramount fell 4% in the premarket despite better-than-expected quarterly results, which got a boost from the success of “Top Gun: Maverick.” Paramount did note that it spent more on its direct-to-consumer services during the quarter, with its flagship Paramount+ streaming service gaining 4.9 million subscribers.Shake Shack – The restaurant chain’s shares slid 5.7% in the premarket despite avoiding an expected loss with a breakeven quarter on an adjusted basis. Shake Shake’s revenue missed Wall Street forecast, and the company said June sales were below its expectations after April and May sales came in as expected.Booking Holdings – The parent of Priceline and other travel services reported better-than-expected quarterly profit, but revenue missed forecasts and the company said travel difficulties like flight cancellations cut into its July growth. Booking Holdings fell 3.1% in the premarket.Clorox – Clorox shares slid 5.9% in premarket trading as higher costs offset price hikes for the company’s consumer products in its latest quarter. Revenue fell slightly below estimates, though earnings did match Wall Street forecasts.Toyota Motor – The automaker’s shares fell 3.5% in premarket action after it reported a 42% drop in profit from a year ago for its latest quarter. Toyota was impacted by supply chain issues and rising costs, which prevented it from producing as many cars as it had intended.Market NewsBank of England Raises Key Rate By 50 Basis Points to 1.75%As expected, the Bank of England raised its benchmark interest rate by 50 basis points on Thursday to 1.75% from 1.25%, representing its largest hike in 27 years as it seeks to tamp down inflationary pressures.Like other major central banks, the policymakers are emphasizing their determination to bring inflation down to their goal in the medium term. In the BOE's case, that goal is 2% inflation.Lilly Quarterly Results Miss EstimatesEli Lilly  reported quarterly earnings of $1.25 per share which missed the analyst consensus estimate of $1.69 by 26.04 percent. This is a 33.16 percent decrease over earnings of $1.87 per share from the same period last year.The company reported quarterly sales of $6.49 billion which missed the analyst consensus estimate of $6.70 billion by 3.16 percent.  This is a 3.74 percent decrease over sales of $6.74 billion the same period last year.Li Ka-shing’s CK to Sell AMTD Stake After Unit Soars 14,000%Billionaire Li Ka-shing’s CK Group is selling its remaining stake in AMTD Group Co., the parent of the financial firm whose shares soared more than 14,000% after listing less than three weeks ago.CK currently holds less than 4% of AMTD Group, according to a statement Thursday. It’s not invested in AMTD Digital Inc., the company whose market cap has surpassed that of most financial giants.","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908240015,"gmtCreate":1659398325038,"gmtModify":1705979869814,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908240015","repostId":"2256264695","repostType":4,"repost":{"id":"2256264695","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659394545,"share":"https://ttm.financial/m/news/2256264695?lang=&edition=fundamental","pubTime":"2022-08-02 06:55","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down after Biggest Month since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2256264695","media":"Reuters","summary":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street","content":"<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down after Biggest Month since 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\">\nUS STOCKS-Wall Street Ends down after Biggest Month since 2020\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\">2022-08-02 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</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","BK4504":"桥水持仓","DDM":"道指两倍做多ETF","XOM":"埃克森美孚","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念","DOG":"道指反向ETF","BK4564":"太空概念","BK4187":"航天航空与国防","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4570":"地缘局势概念股","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","BK4559":"巴菲特持仓","BA":"波音","BK4550":"红杉资本持仓","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","QID":"纳指两倍做空ETF","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256264695","content_text":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market's biggest monthly gains in two years.Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.\"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. \"We're not even close on the (economic) effects of the Fed raising interest rates.\"U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index    tumbled and was the deepest decliner among 11 sectors.A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.According to preliminary data, the S&P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908192524,"gmtCreate":1659331972769,"gmtModify":1676536288596,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908192524","repostId":"1188300216","repostType":4,"repost":{"id":"1188300216","kind":"news","pubTimestamp":1659326393,"share":"https://ttm.financial/m/news/1188300216?lang=&edition=fundamental","pubTime":"2022-08-01 11:59","market":"us","language":"en","title":"What's Ahead For The SPDR S&P 500 This Week? A Look At The SPY On A Longer-Term Time Frame","url":"https://stock-news.laohu8.com/highlight/detail?id=1188300216","media":"Benzinga","summary":"ZINGER KEY POINTSThe SPY is trading in a strong and confirmed uptrend on both the daily and weekly c","content":"<html><head></head><body><p><b>ZINGER KEY POINTS</b></p><ul><li>The SPY is trading in a strong and confirmed uptrend on both the daily and weekly chart.</li><li>A pullback is likely to take place soon because the ETF&#39;s RSI is nearing overbought territory.</li></ul><p><b>The SPDR S&amp;P 500 ETF Trust</b> has been experiencing a strong bull cycle recently despite the confirmed longer-term bear cycle caused by soaring inflation, rising interest rates and fears of a looming recession.</p><p>The ETF was also heavily boosted last week by very bullish reactions to a number of big tech stocks reporting earnings, such as <b>Apple, Inc</b> and <b>Amazon.com, Inc.</b></p><p>On Wednesday, the ETF experienced one of its most bullish days in recent history, soaring up 1.77% in a somewhat surprising reaction to the Federal Reserve’s decision to raise the benchmark interest rate by 0.75% for the second month in a row. The SPY had likely begun to price in the possibility of a full percentage point hike, which made the 0.75% decision seem dovish in comparison.</p><p><b>The market is forward-looking, and the most recent</b> <b>decisions</b> <b>made by the Fed likely caused the 24.54% plunge that occurred between Jan. 4 and June 17, when the SPY bounced up off the $362.17 level, which marked a 52-week low.</b></p><p>Since the lows, the SPY has been extremely bullish, soaring up over 13% higher. Over the past three days alone, the SPY has surged 5.4%, which may indicate a pullback is likely to come in the week ahead because according to technical analysis on the ETF’s chart, the SPY is becoming over extended to the upside.</p><p><b>The SPY Chart:</b> The SPY’s relative strength index (RSI) is measuring in at about 66% on the daily chart. When a stock or ETF’s RSI nears, reaches or trades above the 70% level it becomes technically overbought, which often signals a pullback is on the horizon.</p><ul><li>It should be noted, however, that the RSI indicator can remain extended to both the upside and the downside for significant periods of time. The last time the SPY’s RSI approached the 66% level was on Oct. 25, 2021, but after that date, the SPY surged another 3.22% higher before temporarily topping out at $470.65 on Nov. 5 when its RSI reached a whopping 77%.</li><li>The SPY is trading in a strong uptrend on the weekly and daily charts, which indicates a pullback would likely just result in another higher low. On the daily chart, the SPY has room to retrace to the $389.95 level before negating the trend.</li><li>On Friday, the SPY closed near to its high-of-day price, which indicates higher prices may come on Monday. The second most likely scenario is that the ETF will print an inside bar, or even a series of inside bars, to consolidate the recent surge, which would also help to cool down the RSI.</li><li>Of course, news events and the upcoming earnings week could negatively impact the markets, and traders and investors should always be looking both ways and managing their risk versus reward.</li><li>The SPY has resistance above at $414.70 and $420.76 and support below at $408 and $404.</li></ul><p><img src=\"https://static.tigerbbs.com/cc67ec704c39cb5d0fabe9d376bc796e\" tg-width=\"3840\" tg-height=\"2159\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1606299360108","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>What's Ahead For The SPDR S&P 500 This Week? A Look At The SPY On A Longer-Term Time Frame</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\">\nWhat's Ahead For The SPDR S&P 500 This Week? A Look At The SPY On A Longer-Term Time Frame\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 11:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/07/28278139/wheres-the-spdr-s-p-500-headed-this-week-a-look-at-the-spy-on-a-longer-term-time-frames><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ZINGER KEY POINTSThe SPY is trading in a strong and confirmed uptrend on both the daily and weekly chart.A pullback is likely to take place soon because the ETF's RSI is nearing overbought territory....</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/07/28278139/wheres-the-spdr-s-p-500-headed-this-week-a-look-at-the-spy-on-a-longer-term-time-frames\">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://www.benzinga.com/trading-ideas/long-ideas/22/07/28278139/wheres-the-spdr-s-p-500-headed-this-week-a-look-at-the-spy-on-a-longer-term-time-frames","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188300216","content_text":"ZINGER KEY POINTSThe SPY is trading in a strong and confirmed uptrend on both the daily and weekly chart.A pullback is likely to take place soon because the ETF's RSI is nearing overbought territory.The SPDR S&P 500 ETF Trust has been experiencing a strong bull cycle recently despite the confirmed longer-term bear cycle caused by soaring inflation, rising interest rates and fears of a looming recession.The ETF was also heavily boosted last week by very bullish reactions to a number of big tech stocks reporting earnings, such as Apple, Inc and Amazon.com, Inc.On Wednesday, the ETF experienced one of its most bullish days in recent history, soaring up 1.77% in a somewhat surprising reaction to the Federal Reserve’s decision to raise the benchmark interest rate by 0.75% for the second month in a row. The SPY had likely begun to price in the possibility of a full percentage point hike, which made the 0.75% decision seem dovish in comparison.The market is forward-looking, and the most recent decisions made by the Fed likely caused the 24.54% plunge that occurred between Jan. 4 and June 17, when the SPY bounced up off the $362.17 level, which marked a 52-week low.Since the lows, the SPY has been extremely bullish, soaring up over 13% higher. Over the past three days alone, the SPY has surged 5.4%, which may indicate a pullback is likely to come in the week ahead because according to technical analysis on the ETF’s chart, the SPY is becoming over extended to the upside.The SPY Chart: The SPY’s relative strength index (RSI) is measuring in at about 66% on the daily chart. When a stock or ETF’s RSI nears, reaches or trades above the 70% level it becomes technically overbought, which often signals a pullback is on the horizon.It should be noted, however, that the RSI indicator can remain extended to both the upside and the downside for significant periods of time. The last time the SPY’s RSI approached the 66% level was on Oct. 25, 2021, but after that date, the SPY surged another 3.22% higher before temporarily topping out at $470.65 on Nov. 5 when its RSI reached a whopping 77%.The SPY is trading in a strong uptrend on the weekly and daily charts, which indicates a pullback would likely just result in another higher low. On the daily chart, the SPY has room to retrace to the $389.95 level before negating the trend.On Friday, the SPY closed near to its high-of-day price, which indicates higher prices may come on Monday. The second most likely scenario is that the ETF will print an inside bar, or even a series of inside bars, to consolidate the recent surge, which would also help to cool down the RSI.Of course, news events and the upcoming earnings week could negatively impact the markets, and traders and investors should always be looking both ways and managing their risk versus reward.The SPY has resistance above at $414.70 and $420.76 and support below at $408 and $404.","news_type":1},"isVote":1,"tweetType":1,"viewCount":425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901489753,"gmtCreate":1659244621772,"gmtModify":1676536277016,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901489753","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></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>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901489288,"gmtCreate":1659244580744,"gmtModify":1676536277008,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901489288","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></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>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9079631410,"gmtCreate":1657186402730,"gmtModify":1676535965864,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Like]&nbsp;[USD]&nbsp;","listText":"[Like]&nbsp;[USD]&nbsp;","text":"[Like] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079631410","repostId":"2249459423","repostType":4,"repost":{"id":"2249459423","kind":"news","pubTimestamp":1657208203,"share":"https://ttm.financial/m/news/2249459423?lang=&edition=fundamental","pubTime":"2022-07-07 23:36","market":"us","language":"en","title":"Is Nvidia Really A Bargain Or Is There More Pain Ahead?","url":"https://stock-news.laohu8.com/highlight/detail?id=2249459423","media":"Seeking Alpha","summary":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by le","content":"<html><head></head><body><p>Summary</p><ul><li>Nvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.</li><li>Although this dynamic is counterintuitive to Nvidia&#39;s improving business fundamentals, there is a solid reason for it.</li><li>Unfortunately for shareholders who bought at the highs, the company&#39;s share price might not recover to its 2021 highs anytime soon.</li></ul><p>About ten months ago I took a deep dive into <a href=\"https://laohu8.com/S/NVDA\">NVIDIA&#39;s</a> share price and laid out my thesis on why investors should be less concerned about the company&#39;s business fundamentals and laser focused on its momentum exposure.</p><p>Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company&#39;s actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&amp;P 500 fell by slightly less than 15%.</p><p><img src=\"https://static.tigerbbs.com/fdb65cce970f34d2aeacdfd2b31ac71d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia&#39;s high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.</p><p><img src=\"https://static.tigerbbs.com/39e15815bfc09727371b477bf89f4a94\" tg-width=\"640\" tg-height=\"264\" referrerpolicy=\"no-referrer\"/>Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.</p><p><img src=\"https://static.tigerbbs.com/89db1405a7e4c9d299b65404553554a0\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>A somehow slowing topline growth rate could be partially to blame, however, Nvidia&#39;s revenue forward growth rate is not very different now from what it was back in September of 2021.</p><p><img src=\"https://static.tigerbbs.com/603bf1b08117128bd80fd3deae02c63f\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company&#39;s share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&amp;P 500 even on a risk adjusted basis.</p><p><img src=\"https://static.tigerbbs.com/feae396374468950c5e366af1e28a850\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/></p><h3>So what happened?</h3><p>To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company&#39;s poor performance during the past 10-month period.</p><p>I also explained how the whole process works in my thought piece called &#39;The Cloud Space In Numbers: What Matters The Most&#39;, where I did a case study based on another high-growth sector.</p><p>Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.</p><p><img src=\"https://static.tigerbbs.com/06f73d8185b657e7c3045f0fdd9e39e1\" tg-width=\"640\" tg-height=\"290\" referrerpolicy=\"no-referrer\"/>Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.</p><p>One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia&#39;s GPUs also sets it apart from AMD, which is valued at much lower multiples.</p><h3>Is Nvidia stock a bargain?</h3><p>Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/7856a9f7e7b2dace82df33f3ec1bfc4e\" tg-width=\"640\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/>Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia&#39;s products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.</p><p><img src=\"https://static.tigerbbs.com/4ed63ee078dc5e43574939faba9caa43\" tg-width=\"494\" tg-height=\"188\" referrerpolicy=\"no-referrer\"/>This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.</p><p>The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.</p><p>Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).</p><p><img src=\"https://static.tigerbbs.com/0dd24b3cbc9dfbd04a89a8c6cdb27818\" tg-width=\"640\" tg-height=\"265\" referrerpolicy=\"no-referrer\"/>More importantly for Nvidia&#39;s share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).</p><p><img src=\"https://static.tigerbbs.com/e8d575869822d2149a84ac8caea4fcf5\" tg-width=\"640\" tg-height=\"262\" referrerpolicy=\"no-referrer\"/>As a result, Nvidia&#39;s share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company&#39;s fundamentals remaining strong.</p><p>On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021&#39;s highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.</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>Is Nvidia Really A Bargain Or Is There More Pain Ahead?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Nvidia Really A Bargain Or Is There More Pain Ahead?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-07 23:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving ...</p>\n\n<a href=\"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4521864-is-nvidia-bargain-or-is-there-pain-ahead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2249459423","content_text":"SummaryNvidia lost nearly 35% of its value in a matter of months, when the broader market fell by less than 15% during the same period.Although this dynamic is counterintuitive to Nvidia's improving business fundamentals, there is a solid reason for it.Unfortunately for shareholders who bought at the highs, the company's share price might not recover to its 2021 highs anytime soon.About ten months ago I took a deep dive into NVIDIA's share price and laid out my thesis on why investors should be less concerned about the company's business fundamentals and laser focused on its momentum exposure.Although thismight sound counterintuitive, since sooner or later fundamentals matter, Nvidia is still at the mercy of factors that have little to do with the company's actual performance. That is why, since September of last year, the company lost nearly 35% of its value, while at the same time the S&P 500 fell by slightly less than 15%.Such a large drop relative to the broader market was disappointing even when adjusting for Nvidia's high beta of 1.6. Contrary to this abysmal share price performance, however, the company continued to grow its quarterly sales numbers at a nearly 50% rate.Not only that, but both gross and operating margins continued to improve over the past few quarters since I covered the company.A somehow slowing topline growth rate could be partially to blame, however, Nvidia's revenue forward growth rate is not very different now from what it was back in September of 2021.As a matter of fact, AMD (AMD) forward revenue growth rate is much higher now than it was back then and yet the company's share price performed remarkably similar to that of Nvidia, thus also significantly underperforming the S&P 500 even on a risk adjusted basis.So what happened?To put it briefly, the risk that I highlighted in September materialized. Although I will not go into the details again in this article, I will highlight that momentum exposure of Nvidia combined with the monetary tightening (or at least the expectations of it) were the main factors for the company's poor performance during the past 10-month period.I also explained how the whole process works in my thought piece called 'The Cloud Space In Numbers: What Matters The Most', where I did a case study based on another high-growth sector.Monetary tightening has a profound impact on high duration stocks and unfortunately, Nvidia is still one of the most heavily exposed companies to rising interest rates in the semiconductor space.Even though the relationship between forward revenue growth rate and forward P/E ratios has weakened significantly since September of last year, the flattening of the slope of the trend line above was what caused the companies at the top right-hand corner to perform so poorly even as their business fundamentals improved.One of the reasons why Nvidia is still so far above the trend line above, is that in addition to its industry-leading growth rate, it also has one of the highest margins within the broader semiconductors peer group. The premium pricing of Nvidia's GPUs also sets it apart from AMD, which is valued at much lower multiples.Is Nvidia stock a bargain?Nvidia is arguably one of the highest quality semiconductor companies, with enormous growth opportunities in data centers and the automotive sector. However, it now trades at more than twice the industry average forward P/E ratio.Moreover, recent developments in the GPU market, resulted in never before seen premiums for Nvidia's products on the back of robust demand from consumers, data centers and cryptocurrency miners. All that propelled margins to levels far above its historical results and the sector median estimates.This, however, does not mean that Nvidia is suddenly a bargain, simply because a high growth and highly profitable company is trading at forward Non-GAAP P/E ratio of below 30x.The main reason why the absolute value of its forward P/E ratio could be misleading is that the semiconductor industry is highly cyclical. Therefore, during cycle peaks, P/E ratios tend to be low due to high profits and share prices reflecting the risk of slower future sales growth.Although, the recent push towards digitalization has somehow dispelled the risk of semiconductors being cyclical, the industry remains closely related to the business cycle (see below).More importantly for Nvidia's share price, however, is the fact that it still exhibits high correlation with the MTUM less VLUE index - an index that takes a long position in iShares Edge MSCI USA Momentum Factor ETF (MTUM) and a short position in iShares Edge MSCI USA Value Factor ETF (VLUE).As a result, Nvidia's share price will continue to be highly sensitive to the momentum trade and more specifically to the overall liquidity in the equity market. Having said that, should the current monetary tightening cycle continue, Nvidia will likely continue to underperform even in the case of the company's fundamentals remaining strong.On the contrary, should the Federal Reserve reverse course and embark on yet another monetary loosening journey, then Nvidia could potentially return to its 2021's highs. Although such a scenario should not be ruled out, it remains highly uncertain. Moreover, if it does not occur, then it will take many years before Nvidia returns to its all-time highs, all that provided that the company retains its industry leadership.","news_type":1},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9048970597,"gmtCreate":1656131120919,"gmtModify":1676535774423,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"Drop&nbsp;[Put]&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"Drop&nbsp;[Put]&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"Drop [Put] [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9048970597","repostId":"2246375209","repostType":4,"repost":{"id":"2246375209","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1656115431,"share":"https://ttm.financial/m/news/2246375209?lang=&edition=fundamental","pubTime":"2022-06-25 08:03","market":"us","language":"en","title":"What Wall Street Expects in the Second Half of 2022?","url":"https://stock-news.laohu8.com/highlight/detail?id=2246375209","media":"Dow Jones","summary":"As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strate","content":"<html><head></head><body><p>As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.</p><p>Investment banks like JP Morgan Chase &amp; Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.</p><p>That&#39;s largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.</p><p>Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.</p><p>Here are other highlights.</p><h3>Stagflation, reflation, soft landing or slump?</h3><p>The team at UBS divided their outlook into four scenarios: &#34;stagflation,&#34; &#34;reflation,&#34; &#34;soft landing&#34; or &#34;slump,&#34; and outlined what the reaction in stocks and bonds could look like in each case.</p><p>Their best case scenario for stocks would be either a &#34;soft landing&#34; or &#34;reflation,&#34; but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the &#34;stagflation&#34; scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.</p><p>Their worst case scenario for stocks would be the economic &#34;slump,&#34; which would likely involve a recession that&#39;s severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b09a506a8b3c115174a93678658241\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBS</span></p><p>Mark Haefele, chief investment officer at UBS, said in the mid-year outlook that &#34;there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios.&#34;</p><h3>Opportunity in investment grade bonds</h3><p>One of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.</p><p>How might investors hedge against this going forward? David Bailin, Citigroup&#39;s chief investment officer, shared some thoughts on this in &#34;investing in the afterglow of a boom,&#34; Citi Global Wealth Investment&#39;s mid-year outlook.</p><p>As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.</p><p>&#34;Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an &#39;antidote&#39; to the &#39;cash thief,&#39; given their higher yields,&#34; the team said.</p><p>The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.</p><p>The S&amp;P 500 index  closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average  was off 13.3% and the Nasdaq Composite Index  was 25.8% lower so far in 2022, according to FactSet data.</p><h3>Second-half rebound in stocks</h3><p>JP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank&#39;s equity strategists was hardly an exception.</p><p>Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81cca5ebedab5af10b811ce0897b98c4\" tg-width=\"700\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.</span></p><p>Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.</p><p>&#34;...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession.&#34;</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>What Wall Street Expects in the Second Half of 2022?</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\">\nWhat Wall Street Expects in the Second Half of 2022?\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\">2022-06-25 08:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.</p><p>Investment banks like JP Morgan Chase &amp; Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.</p><p>That&#39;s largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.</p><p>Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.</p><p>Here are other highlights.</p><h3>Stagflation, reflation, soft landing or slump?</h3><p>The team at UBS divided their outlook into four scenarios: &#34;stagflation,&#34; &#34;reflation,&#34; &#34;soft landing&#34; or &#34;slump,&#34; and outlined what the reaction in stocks and bonds could look like in each case.</p><p>Their best case scenario for stocks would be either a &#34;soft landing&#34; or &#34;reflation,&#34; but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the &#34;stagflation&#34; scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.</p><p>Their worst case scenario for stocks would be the economic &#34;slump,&#34; which would likely involve a recession that&#39;s severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b09a506a8b3c115174a93678658241\" tg-width=\"700\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/><span>THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBS</span></p><p>Mark Haefele, chief investment officer at UBS, said in the mid-year outlook that &#34;there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios.&#34;</p><h3>Opportunity in investment grade bonds</h3><p>One of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.</p><p>How might investors hedge against this going forward? David Bailin, Citigroup&#39;s chief investment officer, shared some thoughts on this in &#34;investing in the afterglow of a boom,&#34; Citi Global Wealth Investment&#39;s mid-year outlook.</p><p>As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.</p><p>&#34;Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an &#39;antidote&#39; to the &#39;cash thief,&#39; given their higher yields,&#34; the team said.</p><p>The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.</p><p>The S&amp;P 500 index  closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average  was off 13.3% and the Nasdaq Composite Index  was 25.8% lower so far in 2022, according to FactSet data.</p><h3>Second-half rebound in stocks</h3><p>JP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank&#39;s equity strategists was hardly an exception.</p><p>Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81cca5ebedab5af10b811ce0897b98c4\" tg-width=\"700\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/><span>DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.</span></p><p>Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.</p><p>&#34;...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4504":"桥水持仓","UBS":"瑞银","BK4521":"英国银行股","USB":"美国合众银行","LQD":"债券指数ETF-iShares iBoxx投资级公司债","BK4534":"瑞士信贷持仓","HYG":"债券指数ETF-iShares iBoxx高收益公司债","BCS":"巴克莱银行","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4559":"巴菲特持仓","JNK":"债券指数ETF-SPDR Barclays高收益债","BK4581":"高盛持仓","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4118":"综合性资本市场","BK4207":"综合性银行","BK4561":"索罗斯持仓","C":"花旗"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2246375209","content_text":"As the first half of 2022 draws to a close, Wall Street investment banks and their legions of strategists have been busy telling clients what they should expect in the second half of what has been an extraordinary year for markets as U.S. stocks head for their worst start in decades.Investment banks like JP Morgan Chase & Co., Barclays, UBS Group, Citigroup Inc and others have over the past week or two released their outlooks on what investors should expect in the second half of the year. MarketWatch has some of the highlights -- with one theme uniting them: uncertainty.That's largely because markets will hinge on Federal Reserve policy. With officials signaling an intention to remain data-dependent, the direction of monetary policy inevitably will depend on how inflation develops over the coming months.Another thing many banks agreed on was that a recession in the U.S. in the second half of the year looked unlikely -- or at the very least, not in their base case.Here are other highlights.Stagflation, reflation, soft landing or slump?The team at UBS divided their outlook into four scenarios: \"stagflation,\" \"reflation,\" \"soft landing\" or \"slump,\" and outlined what the reaction in stocks and bonds could look like in each case.Their best case scenario for stocks would be either a \"soft landing\" or \"reflation,\" but in each case, investors would see inflation pressures moderate while the U.S. economy avoids a recession. Under the \"stagflation\" scenario, stubborn inflation and tepid growth would drive both stocks and bonds lower, essentially marking a continuation of the trading patterns seen so far this year, where both bonds and stocks have taken a beating.Their worst case scenario for stocks would be the economic \"slump,\" which would likely involve a recession that's severe enough to prompt a dramatic shift in expectations surrounding corporate profits. However, in this scenario, the UBS team expects the growth shock would force the Federal Reserve to consider cutting interest rates more quickly.THE OUTLOOK FOR STOCKS AND BONDS IN THE SECOND HALF OF THE YEAR WILL DEPEND ON THE ECONOMIC BACKDROP. SOURCE: UBSMark Haefele, chief investment officer at UBS, said in the mid-year outlook that \"there are a lot of potential outcomes for markets, and the only near-certainty is that the path to the end of the year will be a volatile one. It can feel overwhelming for investors considering how to position their portfolios.\"Opportunity in investment grade bondsOne of the most vexing aspects of the year to date -- at least, as far as individual investors are concerned -- is the paucity of investment strategies producing positive returns. Commodities have worked well, and any investors intrepid enough to bet against stocks, or invest in volatility-linked products, probably made money. But investors who ascribe to the rules of the 60/40 portfolio have been beset by losses in both their stock and bond portfolios.How might investors hedge against this going forward? David Bailin, Citigroup's chief investment officer, shared some thoughts on this in \"investing in the afterglow of a boom,\" Citi Global Wealth Investment's mid-year outlook.As negative real rates weigh on equities, while also sapping the return on bonds, Citi is pitching investment-grade bonds as a kind of happy medium.\"Our view is that most of the expected US tightening is now embedded in Treasury yields. We believe it is possible that rates will peak this year, as US GDP growth decelerates rapidly. In turn, this will likely see reduced inflation readings, perhapsallowing the Fed to relax its hawkish stance. For investors, these higher yields may represent an attractive level at which to buy. We believe certain fixed-income assets now offer an 'antidote' to the 'cash thief,' given their higher yields,\" the team said.The biggest corporate bond exchange-traded funds ended the week higher, but with the large iShares iBoxx Investment Grade Corporate Bond (ETLQD) still 16.9% lower on the year so far. The SPDR Bloomberg High Yield Bond ETF (JNK) was 15.7% lower on the year and the iShares iBoxx High Yield Corporate Bond ETF (HYG) was down 13.8%, according to FactSet.The S&P 500 index  closed higher Friday as stocks rallied, but still was down 17.9% on the year. The Dow Jones Industrial Average  was off 13.3% and the Nasdaq Composite Index  was 25.8% lower so far in 2022, according to FactSet data.Second-half rebound in stocksJP Morgan Global Research carved out a position as one of the most bullish research shops on Wall Street. The mid-year outlook from the bank's equity strategists was hardly an exception.Simply put, the team from JP Morgan recommends buying cyclicals and shunning defensive stocks, arguing that cyclicals like the energy sector are more attractively valued at the moment. The team also sees opportunity in small cap and growth stocks.DEFENSIVE STOCKS LIKE UTILITIES AND CONSUMER STAPLE AREN’T AS ATTRACTIVELY VALUED AS THEIR GROWTH PEERS.Defensive stocks like consumer staples and utilities, on the other hand, present less opportunity, and more risk.\"...[T]hese sectors remain crowded with record relative valuation which we see as vulnerable to rotation under both a scenario of a return to mid-cycle recovery and growth...and recession.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041046947,"gmtCreate":1655987999289,"gmtModify":1676535745557,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041046947","repostId":"1198326531","repostType":4,"repost":{"id":"1198326531","kind":"news","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":1655987831,"share":"https://ttm.financial/m/news/1198326531?lang=&edition=fundamental","pubTime":"2022-06-23 20:37","market":"us","language":"en","title":"Pre-Bell｜U.S. Stock Futures Rise; High-Valued Growth Stocks Shine","url":"https://stock-news.laohu8.com/highlight/detail?id=1198326531","media":"Tiger Newspress","summary":"U.S. stock index futures remain higher after weekly data on jobless claims. U.S. initial jobless cla","content":"<html><head></head><body><p>U.S. stock index futures remain higher after weekly data on jobless claims. U.S. initial jobless claims drop 2,000 to 229,000 in June 18 week.</p><ul><li>Initial Jobless Claims:<b>-2K to 229K</b> vs. 225K expected and 231K prior (revised from 229K).</li><li>4-week moving average of 223,500 rose from 219,000 in the previous week.</li><li>The advance seasonally adjusted insured unemployment rate was 0.9% forthe week ended June 11, unchanged from the previous week&#39;s unrevised rate.</li><li>The advance number of actual initial claims under state programs, unadjusted, totaled 202,844 in the week ended June 18, a decrease of 3,255 (or 1.6%) from the previous week. The seasonal factors had expected a decrease of 1,388 (or 0.7%) from the prior week. And there were 398,284 initial claims in the comparable week in 2021.</li><li>Continuing jobless claims of <b>1.315M</b> vs. 1.315M consensus and 1.310M prior.</li></ul><ul><li>Q1 CurrentAccount:<b>-$291.4B</b> vs. -$277.0B consensus; -$224.8B previous (revised from -$217.9B).</li><li>The U.S. current account deficit widened by $66.6B, or 29.6%, in Q1 2022.</li><li>The deficit was 4.8% of current-dollar gross domestic product, up from 3.7% inQ4 2021.</li><li>The current account figure reflects the combined balances on trade in goods and services and income flows between U.S. residents and other countries.</li></ul><p>Powell&#39;s second day of testimony before the House Financial Services Committee is at 10 a.m. ET (1400 GMT). Money markets are pricing in 75 basis point (bps) increase in rates next month, followed by a 50 basis point rise in September.</p><p>Meanwhile, the Fed is set to release the results of its 2022 stress test, which will assess how much capital banks would need to withstand a severe economic downturn.</p><p><b>Market Snapshot</b></p><p>At 08:36 a.m. ET, Dow e-minis were up 51 points, or 0.17%, S&amp;P 500 e-minis were up 11.75 points, or 0.31%, and Nasdaq 100 e-minis were up 50.25 points, or 0.43%.</p><p><img src=\"https://static.tigerbbs.com/405d73b37019ddd1d86de660e84bafd5\" tg-width=\"383\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Snowflake (SNOW)</b> – The cloud computing company&#39;s stock was upgraded to &#34;overweight&#34; from &#34;neutral&#34; at J.P. Morgan Securities, which pointed to an attractive valuation as well as extremely high satisfaction levels among Snowflake customers. Snowflake surged 6.1% in premarket trading.</p><p><b>Revlon (REV)</b> – Revlon slid 5.7% in the premarket, signaling a possible end to the three-day win streak that followed its Chapter 11 bankruptcy filing last week. The cosmetics maker&#39;s shares have surged more than fourfold over the past 3 sessions.</p><p><b>Occidental Petroleum (OXY)</b> – <b>Berkshire Hathaway (BRK.B)</b> bought an additional 9.6 million shares of Occidental Petroleum, raising its stake in the energy producer to 16.3%. Occidental rallied 2.9% in premarket action.</p><p><b>WeWork (WE)</b> – The office-sharing company&#39;s stock rose 3.3% in the premarket after Credit Suisse initiated coverage of the stock with an &#34;outperform&#34; rating. Credit Suisse feels WeWork is among the companies that will benefit from the increase in hybrid work and co-working, as well as demographic trends.</p><p><b>Accenture (ACN)</b> – The consulting firm&#39;s shares fell 3.3% in the premarket after its quarterly revenue beat forecasts but earnings were impacted by the cost of its Russia exit. Accenture raised its full-year revenue forecast but cut the top end of its projected earnings range due to a greater-than-expected negative impact from foreign exchange.</p><p><b>Darden Restaurants (DRI)</b> – The parent of Olive Garden and other restaurant chains reported better-than-expected profit and revenue for its latest quarter. It also increased its quarterly dividend by 10% and authorized a new $1 billion share repurchase program. Darden added 3.4% in premarket trading.</p><p><b>FactSet (FDS)</b> – The financial information provider beat top and bottom-line estimates for its latest quarter. It also backed its prior full-year guidance, with growth projected at the upper end of its projected range.</p><p><b>Rite Aid (RAD)</b> – Rite Aid shares jumped 4.3% in premarket action after reporting better-than-expected revenue and a smaller-than-expected quarterly loss.</p><p><b>KB Home (KBH)</b> – KB Home reported quarterly earnings of $2.32 per share, beating the $2.03 consensus estimate, and the home builder&#39;s revenue also came in above analyst forecasts. However, it said rising interest rates and higher prices were beginning to have a negative impact on sales growth. KB Home jumped 3% in premarket trading.</p><p><b>Steelcase (SCS)</b> – Steelcase shares rose 3.1% in premarket trading after the office furniture maker reported better-than-expected quarterly results. Higher prices and increased demand helped offset rising costs stemming in part from supply chain difficulties.</p><p><b>Market News</b></p><p><b>Bridgewater Doubles Bet Against European Stocks to $10.5 Billion</b></p><p>Ray Dalio’s  Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling its wager in the past week to its most bearish stance against the region’s stocks in two years.</p><p><b>JPMorgan China Fund Ramps Up Bets on Tech as Bullish Calls Grow</b></p><p>JPMorgan Asset Management is doubling down on China tech stocks after enduring a tumultuous selloff, betting that an easing of regulatory crackdowns and attractive valuations will pay off well.</p><p>From strategists at Morgan Stanley to Jefferies Financial Group, the drumbeat of bullish China rhetoric has been growing louder by the day, with Deutsche Bank AG  saying Wednesday  that it expects to upgrade its view on the market in the coming months.</p><p><b>Elon Musk Says New Tesla Plants Are ‘Money Furnaces’ Losing Billions</b></p><p>Elon Musk said  Tesla Inc.’s  new plants in Germany and Texas are losing “billions of dollars” as the electric-vehicle maker tries to ramp up production.</p><p>“Both Berlin and Austin factories are gigantic money furnaces right now,” the chief executive officer said in a video interview with Tesla Owners of Silicon Valley posted online Wednesday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜U.S. Stock Futures Rise; High-Valued Growth Stocks Shine\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\">2022-06-23 20:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures remain higher after weekly data on jobless claims. U.S. initial jobless claims drop 2,000 to 229,000 in June 18 week.</p><ul><li>Initial Jobless Claims:<b>-2K to 229K</b> vs. 225K expected and 231K prior (revised from 229K).</li><li>4-week moving average of 223,500 rose from 219,000 in the previous week.</li><li>The advance seasonally adjusted insured unemployment rate was 0.9% forthe week ended June 11, unchanged from the previous week&#39;s unrevised rate.</li><li>The advance number of actual initial claims under state programs, unadjusted, totaled 202,844 in the week ended June 18, a decrease of 3,255 (or 1.6%) from the previous week. The seasonal factors had expected a decrease of 1,388 (or 0.7%) from the prior week. And there were 398,284 initial claims in the comparable week in 2021.</li><li>Continuing jobless claims of <b>1.315M</b> vs. 1.315M consensus and 1.310M prior.</li></ul><ul><li>Q1 CurrentAccount:<b>-$291.4B</b> vs. -$277.0B consensus; -$224.8B previous (revised from -$217.9B).</li><li>The U.S. current account deficit widened by $66.6B, or 29.6%, in Q1 2022.</li><li>The deficit was 4.8% of current-dollar gross domestic product, up from 3.7% inQ4 2021.</li><li>The current account figure reflects the combined balances on trade in goods and services and income flows between U.S. residents and other countries.</li></ul><p>Powell&#39;s second day of testimony before the House Financial Services Committee is at 10 a.m. ET (1400 GMT). Money markets are pricing in 75 basis point (bps) increase in rates next month, followed by a 50 basis point rise in September.</p><p>Meanwhile, the Fed is set to release the results of its 2022 stress test, which will assess how much capital banks would need to withstand a severe economic downturn.</p><p><b>Market Snapshot</b></p><p>At 08:36 a.m. ET, Dow e-minis were up 51 points, or 0.17%, S&amp;P 500 e-minis were up 11.75 points, or 0.31%, and Nasdaq 100 e-minis were up 50.25 points, or 0.43%.</p><p><img src=\"https://static.tigerbbs.com/405d73b37019ddd1d86de660e84bafd5\" tg-width=\"383\" tg-height=\"181\" referrerpolicy=\"no-referrer\"/></p><p><b>Pre-Market Movers</b></p><p><b>Snowflake (SNOW)</b> – The cloud computing company&#39;s stock was upgraded to &#34;overweight&#34; from &#34;neutral&#34; at J.P. Morgan Securities, which pointed to an attractive valuation as well as extremely high satisfaction levels among Snowflake customers. Snowflake surged 6.1% in premarket trading.</p><p><b>Revlon (REV)</b> – Revlon slid 5.7% in the premarket, signaling a possible end to the three-day win streak that followed its Chapter 11 bankruptcy filing last week. The cosmetics maker&#39;s shares have surged more than fourfold over the past 3 sessions.</p><p><b>Occidental Petroleum (OXY)</b> – <b>Berkshire Hathaway (BRK.B)</b> bought an additional 9.6 million shares of Occidental Petroleum, raising its stake in the energy producer to 16.3%. Occidental rallied 2.9% in premarket action.</p><p><b>WeWork (WE)</b> – The office-sharing company&#39;s stock rose 3.3% in the premarket after Credit Suisse initiated coverage of the stock with an &#34;outperform&#34; rating. Credit Suisse feels WeWork is among the companies that will benefit from the increase in hybrid work and co-working, as well as demographic trends.</p><p><b>Accenture (ACN)</b> – The consulting firm&#39;s shares fell 3.3% in the premarket after its quarterly revenue beat forecasts but earnings were impacted by the cost of its Russia exit. Accenture raised its full-year revenue forecast but cut the top end of its projected earnings range due to a greater-than-expected negative impact from foreign exchange.</p><p><b>Darden Restaurants (DRI)</b> – The parent of Olive Garden and other restaurant chains reported better-than-expected profit and revenue for its latest quarter. It also increased its quarterly dividend by 10% and authorized a new $1 billion share repurchase program. Darden added 3.4% in premarket trading.</p><p><b>FactSet (FDS)</b> – The financial information provider beat top and bottom-line estimates for its latest quarter. It also backed its prior full-year guidance, with growth projected at the upper end of its projected range.</p><p><b>Rite Aid (RAD)</b> – Rite Aid shares jumped 4.3% in premarket action after reporting better-than-expected revenue and a smaller-than-expected quarterly loss.</p><p><b>KB Home (KBH)</b> – KB Home reported quarterly earnings of $2.32 per share, beating the $2.03 consensus estimate, and the home builder&#39;s revenue also came in above analyst forecasts. However, it said rising interest rates and higher prices were beginning to have a negative impact on sales growth. KB Home jumped 3% in premarket trading.</p><p><b>Steelcase (SCS)</b> – Steelcase shares rose 3.1% in premarket trading after the office furniture maker reported better-than-expected quarterly results. Higher prices and increased demand helped offset rising costs stemming in part from supply chain difficulties.</p><p><b>Market News</b></p><p><b>Bridgewater Doubles Bet Against European Stocks to $10.5 Billion</b></p><p>Ray Dalio’s  Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling its wager in the past week to its most bearish stance against the region’s stocks in two years.</p><p><b>JPMorgan China Fund Ramps Up Bets on Tech as Bullish Calls Grow</b></p><p>JPMorgan Asset Management is doubling down on China tech stocks after enduring a tumultuous selloff, betting that an easing of regulatory crackdowns and attractive valuations will pay off well.</p><p>From strategists at Morgan Stanley to Jefferies Financial Group, the drumbeat of bullish China rhetoric has been growing louder by the day, with Deutsche Bank AG  saying Wednesday  that it expects to upgrade its view on the market in the coming months.</p><p><b>Elon Musk Says New Tesla Plants Are ‘Money Furnaces’ Losing Billions</b></p><p>Elon Musk said  Tesla Inc.’s  new plants in Germany and Texas are losing “billions of dollars” as the electric-vehicle maker tries to ramp up production.</p><p>“Both Berlin and Austin factories are gigantic money furnaces right now,” the chief executive officer said in a video interview with Tesla Owners of Silicon Valley posted online Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","BRK.A":"伯克希尔","META":"Meta Platforms, Inc.","AMZN":"亚马逊","RAD":"来德爱","MSFT":"微软","FDS":"辉盛研究系统","ACN":"埃森哲","SNOW":"Snowflake","GOOGL":"谷歌A","SCS":"Steelcase Inc.","TSLA":"特斯拉","GOOG":"谷歌","AAPL":"苹果",".DJI":"道琼斯","NFLX":"奈飞","DRI":"达登饭店",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","KBH":"KB Home","OXY":"西方石油","BRK.B":"伯克希尔B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198326531","content_text":"U.S. stock index futures remain higher after weekly data on jobless claims. U.S. initial jobless claims drop 2,000 to 229,000 in June 18 week.Initial Jobless Claims:-2K to 229K vs. 225K expected and 231K prior (revised from 229K).4-week moving average of 223,500 rose from 219,000 in the previous week.The advance seasonally adjusted insured unemployment rate was 0.9% forthe week ended June 11, unchanged from the previous week's unrevised rate.The advance number of actual initial claims under state programs, unadjusted, totaled 202,844 in the week ended June 18, a decrease of 3,255 (or 1.6%) from the previous week. The seasonal factors had expected a decrease of 1,388 (or 0.7%) from the prior week. And there were 398,284 initial claims in the comparable week in 2021.Continuing jobless claims of 1.315M vs. 1.315M consensus and 1.310M prior.Q1 CurrentAccount:-$291.4B vs. -$277.0B consensus; -$224.8B previous (revised from -$217.9B).The U.S. current account deficit widened by $66.6B, or 29.6%, in Q1 2022.The deficit was 4.8% of current-dollar gross domestic product, up from 3.7% inQ4 2021.The current account figure reflects the combined balances on trade in goods and services and income flows between U.S. residents and other countries.Powell's second day of testimony before the House Financial Services Committee is at 10 a.m. ET (1400 GMT). Money markets are pricing in 75 basis point (bps) increase in rates next month, followed by a 50 basis point rise in September.Meanwhile, the Fed is set to release the results of its 2022 stress test, which will assess how much capital banks would need to withstand a severe economic downturn.Market SnapshotAt 08:36 a.m. ET, Dow e-minis were up 51 points, or 0.17%, S&P 500 e-minis were up 11.75 points, or 0.31%, and Nasdaq 100 e-minis were up 50.25 points, or 0.43%.Pre-Market MoversSnowflake (SNOW) – The cloud computing company's stock was upgraded to \"overweight\" from \"neutral\" at J.P. Morgan Securities, which pointed to an attractive valuation as well as extremely high satisfaction levels among Snowflake customers. Snowflake surged 6.1% in premarket trading.Revlon (REV) – Revlon slid 5.7% in the premarket, signaling a possible end to the three-day win streak that followed its Chapter 11 bankruptcy filing last week. The cosmetics maker's shares have surged more than fourfold over the past 3 sessions.Occidental Petroleum (OXY) – Berkshire Hathaway (BRK.B) bought an additional 9.6 million shares of Occidental Petroleum, raising its stake in the energy producer to 16.3%. Occidental rallied 2.9% in premarket action.WeWork (WE) – The office-sharing company's stock rose 3.3% in the premarket after Credit Suisse initiated coverage of the stock with an \"outperform\" rating. Credit Suisse feels WeWork is among the companies that will benefit from the increase in hybrid work and co-working, as well as demographic trends.Accenture (ACN) – The consulting firm's shares fell 3.3% in the premarket after its quarterly revenue beat forecasts but earnings were impacted by the cost of its Russia exit. Accenture raised its full-year revenue forecast but cut the top end of its projected earnings range due to a greater-than-expected negative impact from foreign exchange.Darden Restaurants (DRI) – The parent of Olive Garden and other restaurant chains reported better-than-expected profit and revenue for its latest quarter. It also increased its quarterly dividend by 10% and authorized a new $1 billion share repurchase program. Darden added 3.4% in premarket trading.FactSet (FDS) – The financial information provider beat top and bottom-line estimates for its latest quarter. It also backed its prior full-year guidance, with growth projected at the upper end of its projected range.Rite Aid (RAD) – Rite Aid shares jumped 4.3% in premarket action after reporting better-than-expected revenue and a smaller-than-expected quarterly loss.KB Home (KBH) – KB Home reported quarterly earnings of $2.32 per share, beating the $2.03 consensus estimate, and the home builder's revenue also came in above analyst forecasts. However, it said rising interest rates and higher prices were beginning to have a negative impact on sales growth. KB Home jumped 3% in premarket trading.Steelcase (SCS) – Steelcase shares rose 3.1% in premarket trading after the office furniture maker reported better-than-expected quarterly results. Higher prices and increased demand helped offset rising costs stemming in part from supply chain difficulties.Market NewsBridgewater Doubles Bet Against European Stocks to $10.5 BillionRay Dalio’s  Bridgewater Associates has built a $10.5 billion bet against European companies, almost doubling its wager in the past week to its most bearish stance against the region’s stocks in two years.JPMorgan China Fund Ramps Up Bets on Tech as Bullish Calls GrowJPMorgan Asset Management is doubling down on China tech stocks after enduring a tumultuous selloff, betting that an easing of regulatory crackdowns and attractive valuations will pay off well.From strategists at Morgan Stanley to Jefferies Financial Group, the drumbeat of bullish China rhetoric has been growing louder by the day, with Deutsche Bank AG  saying Wednesday  that it expects to upgrade its view on the market in the coming months.Elon Musk Says New Tesla Plants Are ‘Money Furnaces’ Losing BillionsElon Musk said  Tesla Inc.’s  new plants in Germany and Texas are losing “billions of dollars” as the electric-vehicle maker tries to ramp up production.“Both Berlin and Austin factories are gigantic money furnaces right now,” the chief executive officer said in a video interview with Tesla Owners of Silicon Valley posted online Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049478373,"gmtCreate":1655842931992,"gmtModify":1676535714246,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049478373","repostId":"2245828239","repostType":4,"repost":{"id":"2245828239","kind":"highlight","pubTimestamp":1655823866,"share":"https://ttm.financial/m/news/2245828239?lang=&edition=fundamental","pubTime":"2022-06-21 23:04","market":"us","language":"en","title":"Is Boeing Stock a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2245828239","media":"Motley Fool","summary":"A look at the buy and sell cases for the aviation giant.","content":"<html><head></head><body><p><b>Boeing</b> stands out in the aerospace sector. While many stocks in the sector have outperformed the market in 2022, and a few (<b>Raytheon Technologies</b>, <b>AAR Corp</b>, and <b>Hexcel</b>) are actually in positive territory, Boeing stock is down a whopping 36% in 2022, and 48% over the last year. So what&#39;s going on? And is the dip a buying opportunity? Here&#39;s the lowdown.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33eba9e169727170b15c46670ab60600\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>What went wrong</h2><p>There&#39;s little doubt that the problems at Boeing are a combination of the general market plus its own execution problems. Unfortunately, the latter are many. If it isn&#39;t multi-billion dollar cost overruns and charges with Boeing&#39;s defense business, it&#39;s significant operational and regulatory issues across all its major commercial aircraft.</p><p>The 737 MAX is supposed to be the narrow-body workhorse of the skies alongside the<b> Airbus</b> A320 NEO family. However, the aircraft&#39;s grounding following some high-profile crashes damaged confidence, and now Boeing is struggling to ramp production to deliver its backlog. Worse, it&#39;s come under criticism from leading figures in the industry (<b>Ryanair&#39;s</b> CEO Michael O&#39;Leary and giant leasing company Avolon CEO  Domhnal Slattery) over its leadership and its failure to deliver aircraft on time.</p><p>Meanwhile, on the wide-body side of the business -- where Boeing is often seen as having the edge over Airbus -- continued pushouts of the initial delivery date of the Boeing 777X (a plane seen as leading a wide-body replacement cycle) and the regulatory halt on deliveries of the 787 continue to dog the aviation giant. If all that wasn&#39;t bad enough, Boeing&#39;s ballooning debt and dwindling cash flow suggest the company might need to raise more cash in the future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e264063527f09e31fc83f6ca35b0b7e5\" tg-width=\"720\" tg-height=\"387\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>The case for buying Boeing stock</h2><p>With all that bad news out of the way, it may seem surprising to hear that there <i>is </i>a powerful case for buying the stock. Much of it depends on many of the factors that have long supported the company in the past:</p><ul><li>Boeing is still one(AONE.U)$ of only two major aircraft manufacturers capable of competing across the full spectrum of the market, and Airbus also has challenges in ramping production rates.</li><li>The company still has a huge backlog, including 3,365 Boeing 737 family aircraft, 405 Boeing 787 aircraft, and 227 Boeing 777X aircraft.</li><li>Demand for commercial air travel has returned strongly in 2022, and the industry is undergoing a multi-year recovery.</li><li>Many of Boeing&#39;s problems are self-inflicted, implying that the stock could outperform if and when management sorts out its execution and regulatory difficulties.</li></ul><p>In short, the end market remains favorable, and if the company can end the seemingly endless run of multi-billion dollar charges and regulatory issues, then better days lay ahead. What Boeing needs to do now is get down to ramping production rates on the 737 aircraft while incrementally working on the traditional margin expansion that usually occurs as production increases. Meanwhile, getting clearance to resume 787 deliveries will be a significant plus, and moving toward executing on the new first delivery date (2025) for the 777X will reassure investors.</p><p>The upside is significant if Boeing can do all of these things. After all, the market cap is just $77.6 billion for a company that delivered $13.6 billion in 2018 -- before the 737 MAX grounding and COVID-19. Getting back to anything close would make the stock look like a great value. As such, the case for Boeing stock is based on a &#34;self-help&#34; story -- no bad thing in an uncertain economic environment.</p><p>That said, there&#39;s still downside risk if Boeing carries on taking charges and bleeding cash. A failure to execute could lead to a need to raise debt in a rising interest rate environment or sell equity when the share price is low.</p><h2>A stock to buy?</h2><p>If you can&#39;t tolerate significant near-term risk, the answer will be &#34;no.&#34; Similarly, for investors who only want to invest in high-quality companies with discernible track records of execution, it&#39;s also a &#34;no.&#34; Moreover, there are plenty of other ways to invest in the aerospace sector. With all that said, Boeing&#39;s upside potential is significant, and if the company can start to demonstrate it&#39;s on top of its issues, then long-term value investors may want to take a nibble at these levels.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Boeing Stock a 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\">\nIs Boeing Stock a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-21 23:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/21/is-boeing-stock-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Boeing stands out in the aerospace sector. While many stocks in the sector have outperformed the market in 2022, and a few (Raytheon Technologies, AAR Corp, and Hexcel) are actually in positive ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/21/is-boeing-stock-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BA":"波音"},"source_url":"https://www.fool.com/investing/2022/06/21/is-boeing-stock-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2245828239","content_text":"Boeing stands out in the aerospace sector. While many stocks in the sector have outperformed the market in 2022, and a few (Raytheon Technologies, AAR Corp, and Hexcel) are actually in positive territory, Boeing stock is down a whopping 36% in 2022, and 48% over the last year. So what's going on? And is the dip a buying opportunity? Here's the lowdown.Data by YChartsWhat went wrongThere's little doubt that the problems at Boeing are a combination of the general market plus its own execution problems. Unfortunately, the latter are many. If it isn't multi-billion dollar cost overruns and charges with Boeing's defense business, it's significant operational and regulatory issues across all its major commercial aircraft.The 737 MAX is supposed to be the narrow-body workhorse of the skies alongside the Airbus A320 NEO family. However, the aircraft's grounding following some high-profile crashes damaged confidence, and now Boeing is struggling to ramp production to deliver its backlog. Worse, it's come under criticism from leading figures in the industry (Ryanair's CEO Michael O'Leary and giant leasing company Avolon CEO  Domhnal Slattery) over its leadership and its failure to deliver aircraft on time.Meanwhile, on the wide-body side of the business -- where Boeing is often seen as having the edge over Airbus -- continued pushouts of the initial delivery date of the Boeing 777X (a plane seen as leading a wide-body replacement cycle) and the regulatory halt on deliveries of the 787 continue to dog the aviation giant. If all that wasn't bad enough, Boeing's ballooning debt and dwindling cash flow suggest the company might need to raise more cash in the future.Data by YChartsThe case for buying Boeing stockWith all that bad news out of the way, it may seem surprising to hear that there is a powerful case for buying the stock. Much of it depends on many of the factors that have long supported the company in the past:Boeing is still one(AONE.U)$ of only two major aircraft manufacturers capable of competing across the full spectrum of the market, and Airbus also has challenges in ramping production rates.The company still has a huge backlog, including 3,365 Boeing 737 family aircraft, 405 Boeing 787 aircraft, and 227 Boeing 777X aircraft.Demand for commercial air travel has returned strongly in 2022, and the industry is undergoing a multi-year recovery.Many of Boeing's problems are self-inflicted, implying that the stock could outperform if and when management sorts out its execution and regulatory difficulties.In short, the end market remains favorable, and if the company can end the seemingly endless run of multi-billion dollar charges and regulatory issues, then better days lay ahead. What Boeing needs to do now is get down to ramping production rates on the 737 aircraft while incrementally working on the traditional margin expansion that usually occurs as production increases. Meanwhile, getting clearance to resume 787 deliveries will be a significant plus, and moving toward executing on the new first delivery date (2025) for the 777X will reassure investors.The upside is significant if Boeing can do all of these things. After all, the market cap is just $77.6 billion for a company that delivered $13.6 billion in 2018 -- before the 737 MAX grounding and COVID-19. Getting back to anything close would make the stock look like a great value. As such, the case for Boeing stock is based on a \"self-help\" story -- no bad thing in an uncertain economic environment.That said, there's still downside risk if Boeing carries on taking charges and bleeding cash. A failure to execute could lead to a need to raise debt in a rising interest rate environment or sell equity when the share price is low.A stock to buy?If you can't tolerate significant near-term risk, the answer will be \"no.\" Similarly, for investors who only want to invest in high-quality companies with discernible track records of execution, it's also a \"no.\" Moreover, there are plenty of other ways to invest in the aerospace sector. With all that said, Boeing's upside potential is significant, and if the company can start to demonstrate it's on top of its issues, then long-term value investors may want to take a nibble at these levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9049216076,"gmtCreate":1655798905296,"gmtModify":1676535707581,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;[Thinking]&nbsp;[Thinking]&nbsp;","listText":"[Thinking]&nbsp;[Thinking]&nbsp;[Thinking]&nbsp;","text":"[Thinking] [Thinking] [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9049216076","repostId":"2244144354","repostType":2,"repost":{"id":"2244144354","kind":"news","pubTimestamp":1655738150,"share":"https://ttm.financial/m/news/2244144354?lang=&edition=fundamental","pubTime":"2022-06-20 23:15","market":"us","language":"en","title":"Own Palantir Stock At $5","url":"https://stock-news.laohu8.com/highlight/detail?id=2244144354","media":"Seekingalpha","summary":"SummarySelling puts are relatively safe but not completely risk-free. But then, neither is investing","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Selling puts are relatively safe but not completely risk-free. But then, neither is investing in general.</li><li>Please consider all the factors but the most important is the readiness to own the underlying stock.</li><li>Strong cash and low debt situation make Palantir a unique &#34;struggling&#34; stock.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6cfa718e8398417ea21d2c4e2d8712\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>Our recent article on buying Amazon (AMZN) at a lower price by selling puts was well received by Seeking Alpha readers and enjoyed a lengthy stay on the front page as one of the trending articles. The comments streamsuggested there are still a few misconceptions about selling puts. This article is aimed at clearing those misconceptions plus putting forward a trade on another tech name we are considering, Palantir Technologies (NYSE:PLTR).</p><p>Investors in Palantir have been in a world of pain. Sure, investors in general have been in pain but Palantir&#39;s has been &#34;off the charts&#34; as the stock has fallen nearly 80% from its all-time high of around $35 reached in 2021. In spite of that, we don&#39;t believe the stock has seen its worst nor has the market bottomed yet. If you are in the same camp, this sample trade shown below may be of interest to you. Once again, the intent is not to focus on this chain in particular but to educate readers on things to be aware of.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3622a487bf4a6f5b92d75928498143ff\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/><span>PLTR Option Chain (TD Ameritrade)</span></p><p><b>Palantir - Key data points</b></p><ul><li>Strike Price: $5</li><li>Expiration Date: September 16th, 2022</li><li>Number of Contracts: 10</li><li>Premium: $0.21/share, for a total of $210.</li></ul><p>In simple words, the put seller will be collecting $210 to buy 1,000 shares of Palantir at $5 if the stock reaches $5 or below by September 16th, 2022. Time decay is in favor of the option seller.</p><p><b>What&#39;s the expected return and possible outcomes?</b></p><p>Return: The premium collected ($210) for setting aside $5,000 represents a return of 4.20% for about three months. Repeating this exercise 4 times a year would represent a compounded return of nearly 18% per year. By a show of hands, let&#39;s see how many won&#39;t take it, given how things are in the market today? Do we see two hands, or is that just one. Oh never mind, that&#39;s someone punching the air in delight.</p><p>Outcome #1: If Palantir stays above $5 by the expiration date, we retain just the premium above. We will not be obligated to buy the shares.</p><p>Outcome #2: If Palantir goes below $5 by the expiration date, we will be forced to buy 1,000 shares at $5, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost in this case will be $4.79 ($5 minus $0.21).</p><p>Outcome #3: As an option seller, one can &#34;buy to close&#34; anytime instead of waiting till the expiration date. For example, let&#39;s say a week after selling this put, Palantir&#39;s stock moves up to $10 from the current price of $8. In this case, the put seller may &#34;buy to close&#34; the chain to lock in profits and roll the funds onto another chain (or another stock). That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).</p><p>Also note that if you start having second thoughts and don&#39;t want to own the stock if assigned, you may &#34;buy to close&#34; at a loss too, saving your $5,000 in process but perhaps losing few more dollars than the premium you received. In short, you may choose to close the chain any time before the expiration date.</p><p><b>Why we don&#39;t mind owning PLTR stock at $5?</b></p><ul><li>At $5, Palantir will be trading at a forward multiple of 31. Sure, that still sounds too high and EPS estimates (and actuals) are likely to come down. But even after accounting for more downward revisions, the growth rate expected justifies a slight premium for a company still in infancy of its growth stage as a public company (less than two years) but is already showing strong fundamentals as described below.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d428222bd3fc4aa4b70462bb2ca72dc5\" tg-width=\"640\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/><span>PLTR EPS (SeekingAlpha.Com)</span></p><ul><li>At a market cap of $10B in this scenario, Palantir may even become an attractive buyout candidate for larger tech companies looking to bolster their data analytics. Google (GOOG) (GOOGL) recently announced a multi-year partnership with Palantir to help in its digital transformations. Imagine that. Google needing help with digital transformations sounds like a fish taking swim lessons at the Y! for additional practice. It also highlights Palantir&#39;s potential as a stand-alone company as well as an attractive acquisition target under the right circumstances.</li><li>At a market cap of $10B, Palantir&#39;s cash on hand (and equivalent) at $2.5 Billion would represent 25% of the company&#39;s total worth. The current market has thrown many &#34;rare&#34; situations at us. Palantir&#39;s strong cash position, low debt ($267 Million), and beaten down stock qualifies as one such rare situation that investors with appetite for volatility may like.</li></ul><p><b>A few misconceptions and things to be aware of</b></p><ul><li>It is not just about a lower strike price (or any other single factor) but the entire package: strike price, duration, premium and the willingness to own the underlying stock are equally important. We&#39;d argue the last factor is the most important.</li><li>Selling puts and writing covered calls are the safest ways to play the Options game. Sure, there are &#34;risks&#34; with any strategy, even with going long as the underlying stock can go to $0. But options allow both beginners and advanced investors to get a position in stocks they like without having to go all in at once.</li><li>To reiterate, please be sure to have enough cash set aside to be able to buy the shares in case you get assigned. In this example, the amount to be set aside is $5,000 (10 contracts at 100 shares each at $5) in return for $210 immediately. Never chase higher premiums on a stock that you wouldn&#39;t want to own at the strike price.</li></ul><p><b>Conclusion</b></p><p>The 2022 market has proven to us in real time that while market is down, the additional income from selling puts and writing covered calls helps cushion the blow. Generally speaking, down-trending markets are more favorable for writing covered calls than for selling puts but when carefully identified, selling puts can be profitable on specific companies that you believe in. Palantir at $5 is something we believe in.</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>Own Palantir Stock At $5</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOwn Palantir Stock At $5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-20 23:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4519293-palantir-stock-own-pltr-at-5-selling-puts><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySelling puts are relatively safe but not completely risk-free. But then, neither is investing in general.Please consider all the factors but the most important is the readiness to own the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4519293-palantir-stock-own-pltr-at-5-selling-puts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4519293-palantir-stock-own-pltr-at-5-selling-puts","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2244144354","content_text":"SummarySelling puts are relatively safe but not completely risk-free. But then, neither is investing in general.Please consider all the factors but the most important is the readiness to own the underlying stock.Strong cash and low debt situation make Palantir a unique \"struggling\" stock.Michael Vi/iStock Editorial via Getty ImagesOur recent article on buying Amazon (AMZN) at a lower price by selling puts was well received by Seeking Alpha readers and enjoyed a lengthy stay on the front page as one of the trending articles. The comments streamsuggested there are still a few misconceptions about selling puts. This article is aimed at clearing those misconceptions plus putting forward a trade on another tech name we are considering, Palantir Technologies (NYSE:PLTR).Investors in Palantir have been in a world of pain. Sure, investors in general have been in pain but Palantir's has been \"off the charts\" as the stock has fallen nearly 80% from its all-time high of around $35 reached in 2021. In spite of that, we don't believe the stock has seen its worst nor has the market bottomed yet. If you are in the same camp, this sample trade shown below may be of interest to you. Once again, the intent is not to focus on this chain in particular but to educate readers on things to be aware of.PLTR Option Chain (TD Ameritrade)Palantir - Key data pointsStrike Price: $5Expiration Date: September 16th, 2022Number of Contracts: 10Premium: $0.21/share, for a total of $210.In simple words, the put seller will be collecting $210 to buy 1,000 shares of Palantir at $5 if the stock reaches $5 or below by September 16th, 2022. Time decay is in favor of the option seller.What's the expected return and possible outcomes?Return: The premium collected ($210) for setting aside $5,000 represents a return of 4.20% for about three months. Repeating this exercise 4 times a year would represent a compounded return of nearly 18% per year. By a show of hands, let's see how many won't take it, given how things are in the market today? Do we see two hands, or is that just one. Oh never mind, that's someone punching the air in delight.Outcome #1: If Palantir stays above $5 by the expiration date, we retain just the premium above. We will not be obligated to buy the shares.Outcome #2: If Palantir goes below $5 by the expiration date, we will be forced to buy 1,000 shares at $5, irrespective of where the stock trades at that time. Keeping the premium netted in mind, the average cost in this case will be $4.79 ($5 minus $0.21).Outcome #3: As an option seller, one can \"buy to close\" anytime instead of waiting till the expiration date. For example, let's say a week after selling this put, Palantir's stock moves up to $10 from the current price of $8. In this case, the put seller may \"buy to close\" the chain to lock in profits and roll the funds onto another chain (or another stock). That may be appealing to those who have the time and patience to play short-dated options many times over. But we typically let the option expire before choosing another chain (or another stock).Also note that if you start having second thoughts and don't want to own the stock if assigned, you may \"buy to close\" at a loss too, saving your $5,000 in process but perhaps losing few more dollars than the premium you received. In short, you may choose to close the chain any time before the expiration date.Why we don't mind owning PLTR stock at $5?At $5, Palantir will be trading at a forward multiple of 31. Sure, that still sounds too high and EPS estimates (and actuals) are likely to come down. But even after accounting for more downward revisions, the growth rate expected justifies a slight premium for a company still in infancy of its growth stage as a public company (less than two years) but is already showing strong fundamentals as described below.PLTR EPS (SeekingAlpha.Com)At a market cap of $10B in this scenario, Palantir may even become an attractive buyout candidate for larger tech companies looking to bolster their data analytics. Google (GOOG) (GOOGL) recently announced a multi-year partnership with Palantir to help in its digital transformations. Imagine that. Google needing help with digital transformations sounds like a fish taking swim lessons at the Y! for additional practice. It also highlights Palantir's potential as a stand-alone company as well as an attractive acquisition target under the right circumstances.At a market cap of $10B, Palantir's cash on hand (and equivalent) at $2.5 Billion would represent 25% of the company's total worth. The current market has thrown many \"rare\" situations at us. Palantir's strong cash position, low debt ($267 Million), and beaten down stock qualifies as one such rare situation that investors with appetite for volatility may like.A few misconceptions and things to be aware ofIt is not just about a lower strike price (or any other single factor) but the entire package: strike price, duration, premium and the willingness to own the underlying stock are equally important. We'd argue the last factor is the most important.Selling puts and writing covered calls are the safest ways to play the Options game. Sure, there are \"risks\" with any strategy, even with going long as the underlying stock can go to $0. But options allow both beginners and advanced investors to get a position in stocks they like without having to go all in at once.To reiterate, please be sure to have enough cash set aside to be able to buy the shares in case you get assigned. In this example, the amount to be set aside is $5,000 (10 contracts at 100 shares each at $5) in return for $210 immediately. Never chase higher premiums on a stock that you wouldn't want to own at the strike price.ConclusionThe 2022 market has proven to us in real time that while market is down, the additional income from selling puts and writing covered calls helps cushion the blow. Generally speaking, down-trending markets are more favorable for writing covered calls than for selling puts but when carefully identified, selling puts can be profitable on specific companies that you believe in. Palantir at $5 is something we believe in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051914522,"gmtCreate":1654636535866,"gmtModify":1676535480430,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051914522","repostId":"2241073341","repostType":4,"repost":{"id":"2241073341","kind":"highlight","pubTimestamp":1654617076,"share":"https://ttm.financial/m/news/2241073341?lang=&edition=fundamental","pubTime":"2022-06-07 23:51","market":"us","language":"en","title":"3 Unstoppable Stocks to Buy Now and Never Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=2241073341","media":"Motley Fool","summary":"The tech-sector bear market has presented an opportunity to buy these quality companies for the long term.","content":"<html><head></head><body><p>The <b>Nasdaq-100</b> technology index is officially trading in a bear market, having fallen 25% from its all-time high. The decline has been driven by much steeper losses in individual tech stocks, even those that are typically considered high quality because of their strong growth or profitability. The fact is, if investors liked a particular stock a year ago, and that stock is currently down by 50% or more since then, they should probably love it even more right now -- assuming nothing has fundamentally changed within the core business.</p><p>Three Motley Fool contributors think investors should take full advantage of the current discounts in shares of <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a>, <a href=\"https://laohu8.com/S/ABNB\">Airbnb </a>, and <a href=\"https://laohu8.com/S/ZS\">Zscaler </a> by buying them now and holding them for the ultra-long term. Here&#39;s why.</p><p><img src=\"https://static.tigerbbs.com/2dc3db1056ae1fc5eaf8e0da2511ac3d\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p>Image source: Getty Images.</p><p>At the pinnacle of innovation</p><p><b>Anthony Di Pizio</b> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a><b>:</b> The semiconductor industry has never been more important to global manufacturing. Most of the modern-day electronics consumers know and love require advanced processing power to function, and that&#39;s made possible by innovations in the chip sector. Nvidia produces some of the most sought-after hardware on the planet, whether it&#39;s for gaming, data centers, or artificial intelligence, but the company is broadening its horizons to become more than just a chipmaker.</p><p>Nvidia&#39;s future growth might come from its two smallest segments, which made up just 9% of the company&#39;s $8.2 billion in revenue in the fiscal first quarter of 2023 (Nvidia&#39;s fiscal year ends Jan. 30). The first is professional visualization, which is home to the company&#39;s revolutionary virtual-world-building platform called Omniverse. It&#39;s being used for everything from mapping environments for self-driving technology development to creating digital twins of manufacturing and fulfillment centers with millimeter accuracy, which allows companies to carefully configure operations before moving a single piece of physical equipment. The segment&#39;s revenue grew 67% year over year in the recent quarter to $622 million.</p><p>But Nvidia&#39;s automotive and robotics unit might be its most exciting. Despite generating a tiny $138 million in revenue in Q1, it has a revenue pipeline that now tops $11 billion, which it expects to realize gradually over the next six years. It stems from blockbuster deals with 35 leading car manufacturers like Mercedes Benz, as well as <b>Tata Motors</b>&#39; Jaguar and Land Rover, to provide autonomous driving hardware and software. Mercedes will be one of the first to roll out the technology, starting with its 2024 model vehicles.</p><p>In the short term, the gaming and the data center segments will continue to propel Nvidia forward. Revenue from the data center segment alone grew 83% to $3.7 billion in Q1, with revenue from cloud computing customers specifically more than doubling. It far outpaces the company&#39;s overall sales growth of 46%.</p><p>Nvidia stock has fallen 43% since hitting its all-time high of $346 in November last year, and that might be an opportunity to start buying a position with the intention of never selling, given the company&#39;s focus on futuristic technologies.</p><p>A new approach to vacationing</p><p><b>Jamie Louko </b><a href=\"https://laohu8.com/S/ABNB\">Airbnb </a><b>:</b> With the market&#39;s wild volatility, high-quality and low-quality tech stocks alike seem to be dropping. This can be painful for long-term investors, but it also provides opportunities to add more to your highest-conviction investments. Airbnb is one for me because it is continuing to disrupt the way consumers search for vacations.</p><p>Airbnb thrives on uniqueness and having features that are unrivaled by traditional competitors. The company has one of the most extensive and creative catalogs of listings, with over 6 million active listings, including unique options like mini-islands, treehouses, and cave homes. It also has features that have never been incorporated into traditional processes for booking vacations, like categories and the &#34;I&#39;m Flexible&#34; option. These features are unique to Airbnb and allow consumers to decide where to stay based on factors other than location and specific vacation dates.</p><p>With these unique characteristics, Airbnb has gathered quite the brand reputation. In Q1 2022, the company had over 102 million nights and experiences booked on the platform, which grew 59% year over year. This was the first time the company surpassed 100 million nights booked. The company&#39;s Q1 revenue also grew 70% year over year to $1.5 billion. While some of this growth is likely partially due to the pent-up demand for travel, it still signals that the company&#39;s competitive advantages are attracting more consumers to the platform.</p><p>This adoption should continue over both the short and long term. The company is guiding for $2.08 billion in revenue in the second quarter, representing a 56% expansion year over year. Over the long term, the company will have to continue innovating to create a top-tier platform, but Airbnb generated more than $2.8 billion in free cash flow during the trailing 12 months to invest in its platform. This grew over 600% year over year, and with this much reinvestment, Airbnb could strengthen both its competitive advantages and its brand.</p><p>With shares valued at 28 times free cash flow, Airbnb looks fairly valued today. Continued revenue and nights booked expansion will show that Airbnb&#39;s reputation is building, and with its one-of-a-kind platform, I think Airbnb could be a great investment to buy and never sell.</p><p>The market leader in network security</p><p><b>Trevor Jennewine </b><a href=\"https://laohu8.com/S/ZS\">Zscaler </a><b>:</b> In the past, organizations protected their data and applications with a castle-and-moat strategy. That means all critical resources were stored on premise, behind a firewall, and all requests were routed through a central hub where security policies were enforced. But the rise of cloud computing and remote work have fundamentally changed the IT world, rendering old-school security measures ineffective.</p><p>Today, data and applications often live in the cloud and workforces are increasingly mobile, meaning critical resources exist beyond the borders of a corporate firewall. That has created a need for a new kind of network security, and Zscaler is leading the charge. Its zero-trust platform -- known as a secure access service edge (SASE) -- handles the inspection of network traffic, delivering security from the cloud, which eliminates the need for costly on-site appliances. Better yet, Zscaler provides employees with a fast, secure connection to corporate resources and the open internet from any device or location.</p><p>Also noteworthy, the company operates the largest security cloud in the world, processing over 240 billion requests and blocking millions of threats each day. To that end, Zscaler captures a tremendous amount of data, and that theoretically makes its artificial intelligence-powered security engine uniquely effective. As proof of its best-in-class status, research company <b>Gartner</b> has recognized Zscaler as the industry leader for the last 11 years.</p><p>That has translated into strong financial results. Revenue soared 61% to $970 million over the past year, due in part to a strong land-and-expand growth strategy -- Zscaler&#39;s retention rate has exceeded 125% from the last six quarters, meaning the average customer is spending at least 25% more each year. The company is still unprofitable under generally accepted accounting principles (GAAP), but free cash flow climbed 45% to $184 million over the past year.</p><p>Zscaler is set to maintain that momentum. Management puts its market opportunity at $72 billion, and by 2025, Gartner says that &#34;at least 60% of enterprises will have explicit strategies and timelines for SASE adoption ... up from 10% in 2020.&#34; As the long-standing industry leader, Zscaler should benefit greatly from that trend. That&#39;s why this growth stock is worth buying, and it&#39;s why I plan to hold forever.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Unstoppable Stocks to Buy Now and Never Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Unstoppable Stocks to Buy Now and Never Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/07/3-unstoppable-stocks-to-buy-now-and-never-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 technology index is officially trading in a bear market, having fallen 25% from its all-time high. The decline has been driven by much steeper losses in individual tech stocks, even ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/07/3-unstoppable-stocks-to-buy-now-and-never-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","BK4567":"ESG概念","ZS":"Zscaler Inc.","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","NVDA":"英伟达","BK4535":"淡马锡持仓","BK4543":"AI","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4549":"软银资本持仓","BK4142":"酒店、度假村与豪华游轮","BK4548":"巴美列捷福持仓","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2022/06/07/3-unstoppable-stocks-to-buy-now-and-never-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241073341","content_text":"The Nasdaq-100 technology index is officially trading in a bear market, having fallen 25% from its all-time high. The decline has been driven by much steeper losses in individual tech stocks, even those that are typically considered high quality because of their strong growth or profitability. The fact is, if investors liked a particular stock a year ago, and that stock is currently down by 50% or more since then, they should probably love it even more right now -- assuming nothing has fundamentally changed within the core business.Three Motley Fool contributors think investors should take full advantage of the current discounts in shares of Nvidia , Airbnb , and Zscaler  by buying them now and holding them for the ultra-long term. Here's why.Image source: Getty Images.At the pinnacle of innovationAnthony Di Pizio Nvidia : The semiconductor industry has never been more important to global manufacturing. Most of the modern-day electronics consumers know and love require advanced processing power to function, and that's made possible by innovations in the chip sector. Nvidia produces some of the most sought-after hardware on the planet, whether it's for gaming, data centers, or artificial intelligence, but the company is broadening its horizons to become more than just a chipmaker.Nvidia's future growth might come from its two smallest segments, which made up just 9% of the company's $8.2 billion in revenue in the fiscal first quarter of 2023 (Nvidia's fiscal year ends Jan. 30). The first is professional visualization, which is home to the company's revolutionary virtual-world-building platform called Omniverse. It's being used for everything from mapping environments for self-driving technology development to creating digital twins of manufacturing and fulfillment centers with millimeter accuracy, which allows companies to carefully configure operations before moving a single piece of physical equipment. The segment's revenue grew 67% year over year in the recent quarter to $622 million.But Nvidia's automotive and robotics unit might be its most exciting. Despite generating a tiny $138 million in revenue in Q1, it has a revenue pipeline that now tops $11 billion, which it expects to realize gradually over the next six years. It stems from blockbuster deals with 35 leading car manufacturers like Mercedes Benz, as well as Tata Motors' Jaguar and Land Rover, to provide autonomous driving hardware and software. Mercedes will be one of the first to roll out the technology, starting with its 2024 model vehicles.In the short term, the gaming and the data center segments will continue to propel Nvidia forward. Revenue from the data center segment alone grew 83% to $3.7 billion in Q1, with revenue from cloud computing customers specifically more than doubling. It far outpaces the company's overall sales growth of 46%.Nvidia stock has fallen 43% since hitting its all-time high of $346 in November last year, and that might be an opportunity to start buying a position with the intention of never selling, given the company's focus on futuristic technologies.A new approach to vacationingJamie Louko Airbnb : With the market's wild volatility, high-quality and low-quality tech stocks alike seem to be dropping. This can be painful for long-term investors, but it also provides opportunities to add more to your highest-conviction investments. Airbnb is one for me because it is continuing to disrupt the way consumers search for vacations.Airbnb thrives on uniqueness and having features that are unrivaled by traditional competitors. The company has one of the most extensive and creative catalogs of listings, with over 6 million active listings, including unique options like mini-islands, treehouses, and cave homes. It also has features that have never been incorporated into traditional processes for booking vacations, like categories and the \"I'm Flexible\" option. These features are unique to Airbnb and allow consumers to decide where to stay based on factors other than location and specific vacation dates.With these unique characteristics, Airbnb has gathered quite the brand reputation. In Q1 2022, the company had over 102 million nights and experiences booked on the platform, which grew 59% year over year. This was the first time the company surpassed 100 million nights booked. The company's Q1 revenue also grew 70% year over year to $1.5 billion. While some of this growth is likely partially due to the pent-up demand for travel, it still signals that the company's competitive advantages are attracting more consumers to the platform.This adoption should continue over both the short and long term. The company is guiding for $2.08 billion in revenue in the second quarter, representing a 56% expansion year over year. Over the long term, the company will have to continue innovating to create a top-tier platform, but Airbnb generated more than $2.8 billion in free cash flow during the trailing 12 months to invest in its platform. This grew over 600% year over year, and with this much reinvestment, Airbnb could strengthen both its competitive advantages and its brand.With shares valued at 28 times free cash flow, Airbnb looks fairly valued today. Continued revenue and nights booked expansion will show that Airbnb's reputation is building, and with its one-of-a-kind platform, I think Airbnb could be a great investment to buy and never sell.The market leader in network securityTrevor Jennewine Zscaler : In the past, organizations protected their data and applications with a castle-and-moat strategy. That means all critical resources were stored on premise, behind a firewall, and all requests were routed through a central hub where security policies were enforced. But the rise of cloud computing and remote work have fundamentally changed the IT world, rendering old-school security measures ineffective.Today, data and applications often live in the cloud and workforces are increasingly mobile, meaning critical resources exist beyond the borders of a corporate firewall. That has created a need for a new kind of network security, and Zscaler is leading the charge. Its zero-trust platform -- known as a secure access service edge (SASE) -- handles the inspection of network traffic, delivering security from the cloud, which eliminates the need for costly on-site appliances. Better yet, Zscaler provides employees with a fast, secure connection to corporate resources and the open internet from any device or location.Also noteworthy, the company operates the largest security cloud in the world, processing over 240 billion requests and blocking millions of threats each day. To that end, Zscaler captures a tremendous amount of data, and that theoretically makes its artificial intelligence-powered security engine uniquely effective. As proof of its best-in-class status, research company Gartner has recognized Zscaler as the industry leader for the last 11 years.That has translated into strong financial results. Revenue soared 61% to $970 million over the past year, due in part to a strong land-and-expand growth strategy -- Zscaler's retention rate has exceeded 125% from the last six quarters, meaning the average customer is spending at least 25% more each year. The company is still unprofitable under generally accepted accounting principles (GAAP), but free cash flow climbed 45% to $184 million over the past year.Zscaler is set to maintain that momentum. Management puts its market opportunity at $72 billion, and by 2025, Gartner says that \"at least 60% of enterprises will have explicit strategies and timelines for SASE adoption ... up from 10% in 2020.\" As the long-standing industry leader, Zscaler should benefit greatly from that trend. That's why this growth stock is worth buying, and it's why I plan to hold forever.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9051914393,"gmtCreate":1654636502412,"gmtModify":1676535480422,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051914393","repostId":"2241806544","repostType":4,"repost":{"id":"2241806544","kind":"highlight","pubTimestamp":1654617091,"share":"https://ttm.financial/m/news/2241806544?lang=&edition=fundamental","pubTime":"2022-06-07 23:51","market":"us","language":"en","title":"3 Top Solar Energy Stocks To Buy Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2241806544","media":"StreetInsider","summary":"Are These Solar Energy Stocks The Top Stocks To Buy Now?While looking for the most active stocks to ","content":"<html><head></head><body><p><b>Are These Solar Energy Stocks The Top Stocks To Buy Now?</b></p><p>While looking for the most active stocks to watch in the stock market today, investors could be considering solar energy stocks. For the most part, this would be the case after the latest clean energy industry announcements from the White House. Earlier today, President Joe Biden announced a 24-month tariff exemption for solar panels. Sure, the exemption would only account for panels from four Southeast Asian countries. However, seeing as this comes at a time when an investigation is currently freezing imports and stalled projects in the U.S., this would benefit solar firms.</p><p>Accordingly, such an upbeat declaration would have investors looking for the top solar stocks to buy now. For one thing, some of the top names in the solar energy space have and continue to press forward. We could look at the likes of <a href=\"https://laohu8.com/S/FSLR\">First Solar</a> for instance. Just last month, the company sold its utility-scale solar project development platform in Japan. This would be its solar operations and maintenance (O&amp;M) platform in the region. According to First Solar CEO Mark Widmar, the deal serves to help First Solar focus on &#34;<i>developing, scaling, and selling,</i>&#34; its advanced module tech.</p><p><b>Solar Energy Stocks To Buy [Or Sell] Right Now</b></p><ul><li><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies Inc.</a></li><li><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></li><li><a href=\"https://laohu8.com/S/SPWR\">SunPower</a></li></ul><ul><li><a href=\"https://laohu8.com/S/SEDG\">SolarEdge Technologies Inc.</a></li></ul><p>Brightening up our list today, we have <b>SolarEdge Technologies</b>, a solar energy company that invented the intelligent inverter solution. Through this, it has essentially changed the way we harvest and manage power in a solar photovoltaic (PV) system. Its DC-optimized inverter also seeks to maximize power generation while lowering the cost of energy produced at the same time. Its business also reaches a broad range of energy market segments like PV, storage, EV charging, and grid services solutions.</p><p>On May 25, 2022, the company announced that it has opened Sella 2, a two-gigawatt-hour battery cell and manufacturing facility. Located in the Eumseong Innovation City of Chungcheongbuk-Do, South Korea, Sella 2 is currently producing test cells for certification, with a ramp-up expected during the second half of 2022. Once it is fully operational, Sella 2 will allow the company to have its own supply of lithium-ion batteries and the infrastructure to develop new battery cell chemistries and technologies. Furthermore, the facility will be able to scale its battery cell capacity in the future to support the growing needs for storage solutions offered by the company.</p><p>In mid-May, the company announced the European launch of SolarEdge Home, a portfolio of home energy management products and solutions, at Intersolar 2022 in Munich. SolarEdge Chief Executive Officer, Zivi Lando, had this to say, <i>&#34;We developed a full system that enables both harvesting more energy from the sun and energy independence for homeowners. We believe that smart energy management is increasingly important as electricity costs and consumption continue to grow. Innovative solutions that can interconnect multiple energy sources, consumption loads, and battery storage are key to future energy independence and sustainable living.&#34;</i> With that in mind, is SEDG stock a buy?</p><ul><li><a href=\"https://laohu8.com/S/RUN\">Sunrun Inc.</a></li></ul><p><b>Sunrun</b> is a leading home solar and battery storage company. Today, its innovative home battery solution continues to bring affordable, resilient, and reliable energy to its clients. The company has over 600,000 customers and has its services available across 22 states in the U.S. Through its network, the company integrates solar, storage, electrification, and virtual power plants into a smart solution for homes and communities.</p><p>On May 4, 2022, the company reported its first-quarter financials for 2022. Diving in, solar energy capacity that was installed in the first quarter grew by 27% year-over-year, exceeding guidance. It also reported strong customer order trends that increased 39% year-over-year and a net addition of 29,463 customers in the quarter. Total revenue also increased to $495 million for the quarter, an upside of 48% year-over-year. The company says that it continues to see tremendous growth across its business, as it successfully implemented meaningful pricing changes to offset higher material and capital costs.</p><p>Sunrun has also installed over 37,000 solar and battery systems nationwide and offers homeowners the ability to power through multi-day outages with clean and reliable home energy. It also recently announced the solar installation for renters in San Jose, California. It held a ribbon-cutting ceremony to celebrate the completion of a new solar installation serving 70 rental homes in the city. All things considered, is RUN stock worth adding to your portfolio right now?</p><ul><li><a href=\"https://laohu8.com/S/SPWR\">SunPower</a></li></ul><p>Last but not least, we will be taking a look at <b>SunPower Corporation</b>. In brief, SunPower is a leading provider of solar, storage, and energy solutions in North America. Through its portfolio, the company primarily offers solar and storage services to consumers. Simply put, the company mostly caters to homeowners looking to transition toward relying more on clean energy at home.</p><p>Similar to its peers, SPWR stock is now gaining by over 8% at the opening bell today. Broad-based industry tailwinds aside, the company also remains as busy as ever-expanding its overall reach. As of May 12, last month, SunPower is actively working with IKEA U.S. Through their current collaboration, the duo are aiming to make solar energy more accessible to consumers. In detail, U.S. members of the IKEA Family loyalty program can now purchase SunPower&#39;s home solar offerings. According to the press release, the Home Solar with IKEA solutions will be available in select California markets this fall.</p><p>Not to mention, the company also had a strong first fiscal quarter. Providing a brief overview of the company&#39;s performance is CEO Peter Faricy. He starts by saying, &#34;<i>SunPower delivered strong first-quarter results, driven by a record $336 million non-GAAP residential revenue, representing 41% growth year-over-year.</i>&#34; Faricy cites accelerating demand as a key growth driver for both the previous and current quarters. With a record backlog and pipeline for new homes, this would be apparent. After considering all this, would SPWR stock make your list of best solar stocks to buy right now?</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>3 Top Solar Energy Stocks To Buy Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Top Solar Energy Stocks To Buy Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-07 23:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=20179661><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Are These Solar Energy Stocks The Top Stocks To Buy Now?While looking for the most active stocks to watch in the stock market today, investors could be considering solar energy stocks. For the most ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=20179661\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HCTI":"Healthcare Triangle, Inc.","BK4096":"电气部件与设备","BK4183":"个人用品","BK4209":"餐馆","JKS":"晶科能源","SEDG":"SolarEdge Technologies, Inc.","BK4539":"次新股","BK4191":"家用电器","SPWR":"SunPower","OLPX":"Olaplex Holdings, Inc.","BK4147":"半导体设备","BK4007":"制药","RUN":"Sunrun Inc.","BK4167":"医疗保健技术","CRCT":"Cricut, Inc.","FSLR":"第一太阳能","BK4551":"寇图资本持仓","BK4526":"热门中概股","BK4141":"半导体产品","FWRG":"First Watch Restaurant Group, Inc.","TERN":"Terns Pharmaceuticals, Inc.","BK4519":"光伏太阳能"},"source_url":"https://www.streetinsider.com/dr/news.php?id=20179661","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2241806544","content_text":"Are These Solar Energy Stocks The Top Stocks To Buy Now?While looking for the most active stocks to watch in the stock market today, investors could be considering solar energy stocks. For the most part, this would be the case after the latest clean energy industry announcements from the White House. Earlier today, President Joe Biden announced a 24-month tariff exemption for solar panels. Sure, the exemption would only account for panels from four Southeast Asian countries. However, seeing as this comes at a time when an investigation is currently freezing imports and stalled projects in the U.S., this would benefit solar firms.Accordingly, such an upbeat declaration would have investors looking for the top solar stocks to buy now. For one thing, some of the top names in the solar energy space have and continue to press forward. We could look at the likes of First Solar for instance. Just last month, the company sold its utility-scale solar project development platform in Japan. This would be its solar operations and maintenance (O&M) platform in the region. According to First Solar CEO Mark Widmar, the deal serves to help First Solar focus on \"developing, scaling, and selling,\" its advanced module tech.Solar Energy Stocks To Buy [Or Sell] Right NowSolarEdge Technologies Inc.Sunrun Inc.SunPowerSolarEdge Technologies Inc.Brightening up our list today, we have SolarEdge Technologies, a solar energy company that invented the intelligent inverter solution. Through this, it has essentially changed the way we harvest and manage power in a solar photovoltaic (PV) system. Its DC-optimized inverter also seeks to maximize power generation while lowering the cost of energy produced at the same time. Its business also reaches a broad range of energy market segments like PV, storage, EV charging, and grid services solutions.On May 25, 2022, the company announced that it has opened Sella 2, a two-gigawatt-hour battery cell and manufacturing facility. Located in the Eumseong Innovation City of Chungcheongbuk-Do, South Korea, Sella 2 is currently producing test cells for certification, with a ramp-up expected during the second half of 2022. Once it is fully operational, Sella 2 will allow the company to have its own supply of lithium-ion batteries and the infrastructure to develop new battery cell chemistries and technologies. Furthermore, the facility will be able to scale its battery cell capacity in the future to support the growing needs for storage solutions offered by the company.In mid-May, the company announced the European launch of SolarEdge Home, a portfolio of home energy management products and solutions, at Intersolar 2022 in Munich. SolarEdge Chief Executive Officer, Zivi Lando, had this to say, \"We developed a full system that enables both harvesting more energy from the sun and energy independence for homeowners. We believe that smart energy management is increasingly important as electricity costs and consumption continue to grow. Innovative solutions that can interconnect multiple energy sources, consumption loads, and battery storage are key to future energy independence and sustainable living.\" With that in mind, is SEDG stock a buy?Sunrun Inc.Sunrun is a leading home solar and battery storage company. Today, its innovative home battery solution continues to bring affordable, resilient, and reliable energy to its clients. The company has over 600,000 customers and has its services available across 22 states in the U.S. Through its network, the company integrates solar, storage, electrification, and virtual power plants into a smart solution for homes and communities.On May 4, 2022, the company reported its first-quarter financials for 2022. Diving in, solar energy capacity that was installed in the first quarter grew by 27% year-over-year, exceeding guidance. It also reported strong customer order trends that increased 39% year-over-year and a net addition of 29,463 customers in the quarter. Total revenue also increased to $495 million for the quarter, an upside of 48% year-over-year. The company says that it continues to see tremendous growth across its business, as it successfully implemented meaningful pricing changes to offset higher material and capital costs.Sunrun has also installed over 37,000 solar and battery systems nationwide and offers homeowners the ability to power through multi-day outages with clean and reliable home energy. It also recently announced the solar installation for renters in San Jose, California. It held a ribbon-cutting ceremony to celebrate the completion of a new solar installation serving 70 rental homes in the city. All things considered, is RUN stock worth adding to your portfolio right now?SunPowerLast but not least, we will be taking a look at SunPower Corporation. In brief, SunPower is a leading provider of solar, storage, and energy solutions in North America. Through its portfolio, the company primarily offers solar and storage services to consumers. Simply put, the company mostly caters to homeowners looking to transition toward relying more on clean energy at home.Similar to its peers, SPWR stock is now gaining by over 8% at the opening bell today. Broad-based industry tailwinds aside, the company also remains as busy as ever-expanding its overall reach. As of May 12, last month, SunPower is actively working with IKEA U.S. Through their current collaboration, the duo are aiming to make solar energy more accessible to consumers. In detail, U.S. members of the IKEA Family loyalty program can now purchase SunPower's home solar offerings. According to the press release, the Home Solar with IKEA solutions will be available in select California markets this fall.Not to mention, the company also had a strong first fiscal quarter. Providing a brief overview of the company's performance is CEO Peter Faricy. He starts by saying, \"SunPower delivered strong first-quarter results, driven by a record $336 million non-GAAP residential revenue, representing 41% growth year-over-year.\" Faricy cites accelerating demand as a key growth driver for both the previous and current quarters. With a record backlog and pipeline for new homes, this would be apparent. After considering all this, would SPWR stock make your list of best solar stocks to buy right now?","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053035434,"gmtCreate":1654464697328,"gmtModify":1676535449446,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053035434","repostId":"2240727323","repostType":4,"repost":{"id":"2240727323","kind":"highlight","pubTimestamp":1654389620,"share":"https://ttm.financial/m/news/2240727323?lang=&edition=fundamental","pubTime":"2022-06-05 08:40","market":"us","language":"en","title":"NIO: The Ultimate Bottom Has Occurred","url":"https://stock-news.laohu8.com/highlight/detail?id=2240727323","media":"seekingalpha","summary":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for m","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>NIO is scheduled to report its FQ1&#39;22 earnings release on June 9. Investors are waiting for management&#39;s guidance on its outlook, given the massive disruption due to China&#39;s COVID lockdowns.</li><li>NIO&#39;s May 2022 delivery update also shows a marked improvement from April&#39;s numbers. It also highlighted robust order book visibility in May.</li><li>Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.</li><li>We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a6f81e3209340c18a4b341ffae90707d\" tg-width=\"594\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Drew Angerer/Getty Images News</span></p><p><b>Investment Thesis</b></p><p>NIO Inc. (NYSE:NIO) is slated to report its FQ1&#39;22 earnings release on June 9, as investors anticipate the company&#39;s Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2&#39;22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.</p><p>NIO&#39;s May delivery numbers didn&#39;t impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.</p><p>Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.</p><p>Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.</p><p><b>May Deliveries Indicate A Sign Of Bottoming</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c160afc2606abefe6cce0dd207c971b9\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO deliveries by month (Company filings)</span></p><p>NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management&#39;s commentary in its upcoming Q1 call.</p><p>The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.</p><p>The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO&#39;s ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2&#39;22 could lift NIO&#39;s order book visibility through FY23 as it refreshes its line-up.</p><p><b>Estimates Suggest A H2&#39;22 Revival Is On Track</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94c1c6b771f41d7e1b0e578cfb2968d0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % consensus estimates (S&amp;P Cap IQ)</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a2d2852cc5ef33395d3f24107b40dc0\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>NIO adjusted EBIT change % consensus estimates (S&amp;P Cap IQ)</span></p><p>The consensus estimates also suggest that NIO&#39;s revenue growth could reach its nadir in FQ1 before recovering remarkably through H2&#39;22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.</p><p>As long as China&#39;s COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa987ea3fef271bda7685e30cb8416a0\" tg-width=\"640\" tg-height=\"395\" referrerpolicy=\"no-referrer\"/><span>NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&amp;P Cap IQ)</span></p><p>On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21&#39;s 122.3%. However, investors should expect slower growth through FY23.</p><p>Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.</p><p><b>Price Action Suggests A Double Bottom Bear Trap In May</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9cd34df5e7b31c07693d1f5fae99ce7\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/><span>NIO price chart (TradingView)</span></p><p>Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May&#39;s sell-off. As a result, it has validated a potent downtrend reversal signal.</p><p>As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.</p><p>Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.</p><p><b>Is NIO Stock A Buy, Sell, Or Hold?</b></p><p>Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.</p><p>Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.</p><p>Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.</p><p>Investors who need a higher margin of safety can consider watching for a re-test first (note there&#39;s no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.</p><p>Therefore, <i>we reiterate our Speculative Buy rating on NIO stock</i>.</p><p><i>This article was written by JR Research</i></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>NIO: The Ultimate Bottom Has Occurred</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: The Ultimate Bottom Has Occurred\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO...</p>\n\n<a href=\"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","NIO.SI":"蔚来","09866":"蔚来-SW"},"source_url":"https://seekingalpha.com/article/4516306-nio-the-ultimate-bottom-has-occurred","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2240727323","content_text":"SummaryNIO is scheduled to report its FQ1'22 earnings release on June 9. Investors are waiting for management's guidance on its outlook, given the massive disruption due to China's COVID lockdowns.NIO's May 2022 delivery update also shows a marked improvement from April's numbers. It also highlighted robust order book visibility in May.Our price action analysis suggests a double bottom bear trap formed in NIO stock in the May sell-off. Therefore, we are confident that its bottom has occurred.We reiterate our Speculative Buy rating on NIO stock, with a near-term price target of $22 (an implied upside of 23%).Drew Angerer/Getty Images NewsInvestment ThesisNIO Inc. (NYSE:NIO) is slated to report its FQ1'22 earnings release on June 9, as investors anticipate the company's Q2 guidance given its recent May 2022 delivery update. We discussed in ourprevious article (Buy rating) that the market has already been looking forward to its H2'22 recovery, despite facing significant challenges in April due to the onset of the COVID lockdowns.NIO's May delivery numbers didn't impress. However, the company also emphasized that it will be ramping production from June, given the recent lifting of COVID lockdowns in China.Furthermore, our price action analysis suggests a double bottom bear trap occurred in the May sell-off. Consequently, we are confident NIO stock could have staged a sustained reversal of its downward bias, leading to the potential recovery of its upward momentum.Therefore, we reiterate our Speculative Buy rating on NIO stock. We urge investors to look forward and not backward as NIO continues to scale.May Deliveries Indicate A Sign Of BottomingNIO deliveries by month (Company filings)NIO delivered 7.02K of vehicles in May, up 4.6% YoY. Notably, it represented a 38.5% MoM increase from April. NIO also highlighted its optimism about improving its delivery cadence in June and accentuated significant order inflows in Shanghai in May. Therefore, we think investors can look forward to a strong outlook in June and urge investors to parse management's commentary in its upcoming Q1 call.The Chinese EV market remains a critical industry for the Chinese economy. Therefore, it was reported in the local media that the Chinese government has been deliberating plans to extend NEV subsidies that are set to expire by the end of 2022. The carnage brought upon by the COVID lockdowns has been massive on the Chinese economy and consumer confidence. Therefore, we believe China is not keen for its critical NEV adoption momentum to slow down while the NEV makers ramp up to compensate for their production gaps in April and May.The company has also been approved to sell its ES7, which should continue the strong momentum seen in its ET7. In addition, NIO's ET7 deliveries have already eclipsed its EC6, despite having started deliveries only in March. Therefore, we believe the new launches in H2'22 could lift NIO's order book visibility through FY23 as it refreshes its line-up.Estimates Suggest A H2'22 Revival Is On TrackNIO revenue change % consensus estimates (S&P Cap IQ)NIO adjusted EBIT change % consensus estimates (S&P Cap IQ)The consensus estimates also suggest that NIO's revenue growth could reach its nadir in FQ1 before recovering remarkably through H2'22. Furthermore, NIO is also charting its way towards adjusted EBIT profitability as it continues to scale.As long as China's COVID crisis does not worsen further, we believe the re-rating in NIO stock could be on the horizon. Notwithstanding, the company must continue executing well to demonstrate its ability to grow rapidly and improve its underlying economics.NIO revenue change % and adjusted EBIT margins % consensus estimates (By FY) (S&P Cap IQ)On an FY basis, the company is expected to post revenue growth of 73.9% in FY22, down from FY21's 122.3%. However, investors should expect slower growth through FY23.Notwithstanding, NIO should achieve adjusted EBIT breakeven in FY24 as it scales further. Given its underlying profitability, we have always regarded NIO as a speculative play, and we urge investors to consider our perspective.Price Action Suggests A Double Bottom Bear Trap In MayNIO price chart (TradingView)Our price action analysis indicates that a double bottom bear trap formed in NIO stock in May's sell-off. As a result, it has validated a potent downtrend reversal signal.As a result, we are not surprised that NIO stock has rallied from its potent double bottom bear trap. Furthermore, it remains reasonably below its near-term resistance zone.Therefore, we believe that our base case of a $22 near-term price target (PT) is achievable. Our bear case suggests a re-test of the near-term support of $13. But, we expect the bear trap to hold.Is NIO Stock A Buy, Sell, Or Hold?Admittedly our calls in NIO stock have been disappointing. We had previously omitted detailed price action analysis in NIO stock. However, we have reinstated the critical charting discipline from our previous article in our analysis.Therefore, we are confident that NIO stock has formed its bottom, and investors can consider layering in. However, more conservative investors can await a potential re-test of its near-term support before adding exposure.Our near-term PT of $22 implies a potential upside of 23%. However, we expect the stock to rally towards its intermediate resistance over the medium term.Investors who need a higher margin of safety can consider watching for a re-test first (note there's no guarantee a re-test could occur). But, we think the risk/reward profile has improved significantly, given its constructive price action.Therefore, we reiterate our Speculative Buy rating on NIO stock.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053035541,"gmtCreate":1654464672983,"gmtModify":1676535449447,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;[Thinking]&nbsp;","listText":"[Thinking]&nbsp;[Thinking]&nbsp;","text":"[Thinking] [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053035541","repostId":"2240759268","repostType":4,"repost":{"id":"2240759268","kind":"news","pubTimestamp":1654395636,"share":"https://ttm.financial/m/news/2240759268?lang=&edition=fundamental","pubTime":"2022-06-05 10:20","market":"us","language":"en","title":"Should Investors Be Worried About Tesla?","url":"https://stock-news.laohu8.com/highlight/detail?id=2240759268","media":"Motley Fool","summary":"The electric car maker's stock is falling, and the company is laying off employees.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>This isn&#39;t the electric car maker&#39;s first rodeo when it comes to layoffs.</li><li>The move could make Tesla more nimble.</li><li>Management plans to keep all factory workers.</li></ul><p>Shares of <b>Tesla</b> were slammed on Friday, falling more than 9%. The growth stock&#39;s slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.</p><p>This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker&#39;s supply chain in 2022, including leading to periods of paused and limited production at the company&#39;s important factory in Shanghai.</p><p>Given all that is going on, should investors be worried about Tesla?</p><p><b>Don&#39;t forget: Sales are soaring</b></p><p>While it&#39;s possible that Tesla&#39;s second quarter may be faring worse than expected, there&#39;s still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla&#39;s Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.</p><p>In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.</p><p>Given the automaker&#39;s recent momentum and management&#39;s commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82b4da3fb9cb519a79fa25c404d03fed\" tg-width=\"2000\" tg-height=\"1500\" width=\"100%\" height=\"auto\"/><span>TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.</span></p><p><b>Tesla has done layoffs before</b></p><p>It&#39;s also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.</p><p>While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.</p><p>Given how well Tesla&#39;s last layoffs went, there&#39;s a good chance that this one could positively impact the company as well.</p><p><b>Tesla will leave production headcount untouched</b></p><p>Finally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.</p><p>&#34;Note, this does not apply to anyone actually building cars, battery packs or installing solar,&#34; Musk wrote in the purported email to employees.</p><p>This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company&#39;s bottleneck at the moment is vehicle production.</p><p>Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don&#39;t make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Should Investors Be Worried About Tesla?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShould Investors Be Worried About Tesla?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-05 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.fool.com/investing/2022/06/04/should-investors-be-worried-about-tesla/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240759268","content_text":"KEY POINTSThis isn't the electric car maker's first rodeo when it comes to layoffs.The move could make Tesla more nimble.Management plans to keep all factory workers.Shares of Tesla were slammed on Friday, falling more than 9%. The growth stock's slide came as Tesla CEO Elon Musk expressed concerns about the economy in an email to employees, according to Reuters. In addition, Musk said the electric car company plans to cut about 10% of its workforce.This news comes at a bleak time for the economy and a difficult few months for Tesla. Regulation in China relating to policies aimed to curb the spread of COVID-19 in the region have negatively impacted the automaker's supply chain in 2022, including leading to periods of paused and limited production at the company's important factory in Shanghai.Given all that is going on, should investors be worried about Tesla?Don't forget: Sales are soaringWhile it's possible that Tesla's second quarter may be faring worse than expected, there's still a good chance that things are rosy compared to how many other companies are getting along during these challenging times. For instance, Tesla's Q1 production and deliveries soared 69% and 68%, respectively. Furthermore, management said it expected production to grow 50% or more for the full year despite the challenges it was facing from limited production in China and production constraints from some of its suppliers.In addition, Tesla has been raking in massive amounts of free cash flow. In Q1 2022, free cash flow was $2.2 billion -- up 660% year over year. Net income was $3.3 billion, representing more than a sixfold increase. Financials like this help companies get through difficult times and detours.Given the automaker's recent momentum and management's commentary about its full-year expectations at the time of its Q1 update, any worse-than-expected performance from Tesla will likely be far from a poor or even mediocre business outcome. Indeed, the company will likely grow much faster than all other major automakers in 2022 -- even in a tumultuous economic environment.TESLA FACTORY. IMAGE SOURCE: THE MOTLEY FOOL.Tesla has done layoffs beforeIt's also worth noting that Tesla is no stranger to layoffs. The company laid off employees back in 2019 amid its Model 3 production ramp-up. It was able to keep up extraordinary growth rates despite reducing its headcount by about 7%.While it is unfortunate for those employees who are losing their jobs, the reality is that companies can become bloated over time when it comes to headcount. From time to time, therefore, it may make sense for a company to reassess which jobs are the most essential and which ones may not be necessary.Given how well Tesla's last layoffs went, there's a good chance that this one could positively impact the company as well.Tesla will leave production headcount untouchedFinally -- and most importantly -- investors should keep in mind that this is a strategic layoff, leaving some important departments untouched.\"Note, this does not apply to anyone actually building cars, battery packs or installing solar,\" Musk wrote in the purported email to employees.This is critical because Tesla has remained supply constrained. In other words, demand continues to exceed supply; so the company's bottleneck at the moment is vehicle production.Overall, this strategic headcount reduction is likely good news for Tesla investors as it may make the company more nimble at a time of uncertainty. While headcount reductions don't make sense for every industry or for every company, it will likely prove to be a good decision for a capital-intensive business like Tesla in a highly competitive industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050739511,"gmtCreate":1654237368833,"gmtModify":1676535418589,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Like]&nbsp;","listText":"[Like]&nbsp;","text":"[Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050739511","repostId":"1190913824","repostType":4,"repost":{"id":"1190913824","kind":"news","pubTimestamp":1654236123,"share":"https://ttm.financial/m/news/1190913824?lang=&edition=fundamental","pubTime":"2022-06-03 14:02","market":"sg","language":"en","title":"Singapore Retail Sales up 12.1% in April As Tourists Return","url":"https://stock-news.laohu8.com/highlight/detail?id=1190913824","media":"The Business Times","summary":"SINGAPORE retail sales jumped by 12.1 percent in April, faster than the growth of 8.8 percent in the","content":"<html><head></head><body><p>SINGAPORE retail sales jumped by 12.1 percent in April, faster than the growth of 8.8 percent in the month before, with uplift from tourists’ return as international borders reopened.</p><p>On a seasonally adjusted, monthly basis, sales were up by 1.2 percent to S$3.7 billion, the Department of Statistics (SingStat) said on Friday (Jun 3). Online retail made up 12.5 percent.</p><p>Excluding big-ticket motor vehicles sales, retail receipts were up 17.4 percent year on year in April, and up by 1.7 percent month on month on a seasonally adjusted basis.</p><p>Revenue rose across almost all categories, with SingStat noting “higher demand for bags and footwear, partly boosted by higher tourist spending with the easing of border restrictions”:</p><ul><li>Department stores (17 percent)</li><li>Supermarkets and hypermarkets (9.3 percent)</li><li>Food and alcohol (21.5 percent)</li><li>Petrol service stations (23.9 percent)</li><li>Cosmetics, toiletries and medical goods (25.4 percent)</li><li>Wearing apparel and footwear (26.2 percent)</li><li>Furniture and household equipment (15.2 percent)</li><li>Watches and jewellery (16.3 percent)</li><li>Computer and telecommunications equipment (25.4 percent)</li></ul><p>Falls were registered in the remaining categories:</p><ul><li>Mini-marts and convenience stores (-6 percent)</li><li>Motor vehicles (-14.1 percent)</li><li>Recreational goods (-1.8 percent)</li><li>Optical goods and books (-8.2 percent)</li><li>Others (-1.5 percent)</li></ul><p>On a seasonally adjusted, month-on-month basis, the clothes and shoes, food and alcohol and department store segments saw marked double-digit growth, while sales of cosmetics, toiletries and medical goods and computer and telecom gear, among other categories, declined.</p><p>Food and beverage services saw sales grow by 11.4 percent year on year, which SingStat attributed to stricter capacity restrictions on dine-in services in the year-ago period.</p><p>On a monthly, seasonally adjusted basis, takings improved by 5.2 percent to S$815 million.</p><p>The year-on-year growth was seen across all segments of the industry:</p><ul><li>Restaurants (17.2 percent)</li><li>Fast food outlets (3.3 percent)</li><li>Caterers (77.7 percent)</li><li>Cafes, food courts and other eating places (3.3 percent)</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Retail Sales up 12.1% in April As Tourists Return</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore Retail Sales up 12.1% in April As Tourists Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 14:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.businesstimes.com.sg/government-economy/singapore-retail-sales-up-121-in-april-as-tourists-return><strong>The Business Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE retail sales jumped by 12.1 percent in April, faster than the growth of 8.8 percent in the month before, with uplift from tourists’ return as international borders reopened.On a seasonally ...</p>\n\n<a href=\"https://www.businesstimes.com.sg/government-economy/singapore-retail-sales-up-121-in-april-as-tourists-return\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.businesstimes.com.sg/government-economy/singapore-retail-sales-up-121-in-april-as-tourists-return","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190913824","content_text":"SINGAPORE retail sales jumped by 12.1 percent in April, faster than the growth of 8.8 percent in the month before, with uplift from tourists’ return as international borders reopened.On a seasonally adjusted, monthly basis, sales were up by 1.2 percent to S$3.7 billion, the Department of Statistics (SingStat) said on Friday (Jun 3). Online retail made up 12.5 percent.Excluding big-ticket motor vehicles sales, retail receipts were up 17.4 percent year on year in April, and up by 1.7 percent month on month on a seasonally adjusted basis.Revenue rose across almost all categories, with SingStat noting “higher demand for bags and footwear, partly boosted by higher tourist spending with the easing of border restrictions”:Department stores (17 percent)Supermarkets and hypermarkets (9.3 percent)Food and alcohol (21.5 percent)Petrol service stations (23.9 percent)Cosmetics, toiletries and medical goods (25.4 percent)Wearing apparel and footwear (26.2 percent)Furniture and household equipment (15.2 percent)Watches and jewellery (16.3 percent)Computer and telecommunications equipment (25.4 percent)Falls were registered in the remaining categories:Mini-marts and convenience stores (-6 percent)Motor vehicles (-14.1 percent)Recreational goods (-1.8 percent)Optical goods and books (-8.2 percent)Others (-1.5 percent)On a seasonally adjusted, month-on-month basis, the clothes and shoes, food and alcohol and department store segments saw marked double-digit growth, while sales of cosmetics, toiletries and medical goods and computer and telecom gear, among other categories, declined.Food and beverage services saw sales grow by 11.4 percent year on year, which SingStat attributed to stricter capacity restrictions on dine-in services in the year-ago period.On a monthly, seasonally adjusted basis, takings improved by 5.2 percent to S$815 million.The year-on-year growth was seen across all segments of the industry:Restaurants (17.2 percent)Fast food outlets (3.3 percent)Caterers (77.7 percent)Cafes, food courts and other eating places (3.3 percent)","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050739094,"gmtCreate":1654237300918,"gmtModify":1676535418574,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050739094","repostId":"2240305492","repostType":4,"repost":{"id":"2240305492","kind":"highlight","pubTimestamp":1654227926,"share":"https://ttm.financial/m/news/2240305492?lang=&edition=fundamental","pubTime":"2022-06-03 11:45","market":"us","language":"en","title":"3 Riskier Warren Buffett Stocks That Could Beat the Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=2240305492","media":"Motley Fool","summary":"Warren Buffett and Berkshire Hathaway have produced better annual average returns than most broader market indexes.","content":"<html><head></head><body><p>Warren Buffett and his company <b>Berkshire Hathaway</b> (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the <b>Dow Jones Industrial Average</b>. Between 1965 and 2020, Berkshire&#39;s stock has posted an annual average return of about 20%, while the Dow has an average annual return of roughly 7.75% between 1921 and 2019.</p><p>A big part of this is due to Buffett and Berkshire&#39;s more than $350 billion stock portfolio. While some stocks like <b>Apple</b> and <b>Bank of America</b> make up a huge percentage of the portfolio and are likely ones that Buffett and Berkshire consider to be safer, there are other smaller picks in the portfolio that Buffett and Berkshire may deem to be riskier but that also have much more potential upside. Here are three riskier Buffett stocks that can beat the Dow on a long-term basis.</p><h2>1. Citigroup</h2><p>As a shareholder, I was thrilled to see Buffett and Berkshire snag shares of <b>Citigroup</b> in the first quarter of this year. The bank has struggled for years to generate the same kind of returns as its large bank peers, leading many to believe it&#39;s a value trap. Citigroup has on numerous occasions traded below its tangible book value (TBV), or net worth, over the last decade. But this is the first time Berkshire has purchased the stock since 2001, according to Securities and Exchange Commission filings.</p><p>In my view, it looks like this time may indeed be different with CEO Jane Fraser, who only took the reins of the bank about a year ago, planning major strategic changes including selling most of the bank&#39;s international consumer banking divisions, doubling down on areas of strength, and finally investing what is needed to fix regulatory issues.</p><p>The big risk here is that the transformation could still be a multi-year journey and investors are running out of patience, so there is very little margin for error and this is a stock that could continue to be a value trap. But trading at just 67% to its TBV, the stock has about 47% upside just to get back to TBV, which would still not even be considered a good valuation in today&#39;s banking industry.</p><p>Citigroup&#39;s investment banking unit, large U.S. deposit market share, and extremely global presence are certain attributes that would be difficult to replicate. The bank also has a dividend yield of roughly 3.8%, which will compensate investors nicely while they wait for the transformation plan to play out.</p><h2>2. <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></h2><p>The large digital bank and auto lender <b>Ally Financial</b> is another stock that Berkshire scooped up at the beginning of this year that has a lot of the attributes of a classic Buffett stock. Not only does Ally trade at a cheap valuation, but it also returns a good amount of capital to shareholders. Despite generating strong returns in 2021 and guiding for smaller but still impressive returns going forward, Ally only trades at about 116% to its TBV and 5.6 times forward earnings.</p><p>Ally faces a few big risks. There could be a recession sometime in the near future that makes consumers default on their loans at higher rates than management is currently anticipating. There are also concerns over what will happen to used-car prices, which have been elevated, although Ally&#39;s management team is anticipating prices to eventually come down. Higher interest rates could also raise Ally&#39;s deposit costs and cut into margins, although the bank has significantly increased its retail deposit base in recent years.</p><p>Still, if Ally can overcome some of these near-term headwinds and still generate good returns, the stock will likely get rerated. Ally also returns a lot of capital to shareholders and is planning to execute a $2 billion stock buyback plan this year alone.</p><h2>3. Nu Holdings</h2><p>Berkshire has clearly taken an interest in Latin America&#39;s growing financial sector, and with good reason given the massive potential. Last year, Berkshire invested in the Brazilian challenger bank <b>Nu Holdings</b>, which has made massive progress with its frictionless, low-fee banking experience. Nu has acquired close to 60 million customers with a low, industry-leading customer acquisition cost. Nu currently banks 33% of the adult Brazilian population and has provided millions of its customers with their first bank account or credit card. Nu is also growing in Mexico and Colombia.</p><p>The risk here is that the Latin American market can be difficult, given high levels of inflation and volatile economic conditions. Furthermore, Nu is not yet profitable and will likely face lots of competition. But the company is growing revenue significantly and after the huge sell-off of growth stocks this year, investors have the rare opportunity to buy Nu stock at a much cheaper valuation than when Buffett or Berkshire got in. Nu is a leading digital disruptor in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world&#39;s fastest-growing regions for banking.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Riskier Warren Buffett Stocks That Could Beat the Dow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Riskier Warren Buffett Stocks That Could Beat the Dow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett and his company Berkshire Hathaway (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the Dow Jones Industrial Average. Between 1965 and...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗","NU":"Nu Holdings Ltd."},"source_url":"https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240305492","content_text":"Warren Buffett and his company Berkshire Hathaway (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the Dow Jones Industrial Average. Between 1965 and 2020, Berkshire's stock has posted an annual average return of about 20%, while the Dow has an average annual return of roughly 7.75% between 1921 and 2019.A big part of this is due to Buffett and Berkshire's more than $350 billion stock portfolio. While some stocks like Apple and Bank of America make up a huge percentage of the portfolio and are likely ones that Buffett and Berkshire consider to be safer, there are other smaller picks in the portfolio that Buffett and Berkshire may deem to be riskier but that also have much more potential upside. Here are three riskier Buffett stocks that can beat the Dow on a long-term basis.1. CitigroupAs a shareholder, I was thrilled to see Buffett and Berkshire snag shares of Citigroup in the first quarter of this year. The bank has struggled for years to generate the same kind of returns as its large bank peers, leading many to believe it's a value trap. Citigroup has on numerous occasions traded below its tangible book value (TBV), or net worth, over the last decade. But this is the first time Berkshire has purchased the stock since 2001, according to Securities and Exchange Commission filings.In my view, it looks like this time may indeed be different with CEO Jane Fraser, who only took the reins of the bank about a year ago, planning major strategic changes including selling most of the bank's international consumer banking divisions, doubling down on areas of strength, and finally investing what is needed to fix regulatory issues.The big risk here is that the transformation could still be a multi-year journey and investors are running out of patience, so there is very little margin for error and this is a stock that could continue to be a value trap. But trading at just 67% to its TBV, the stock has about 47% upside just to get back to TBV, which would still not even be considered a good valuation in today's banking industry.Citigroup's investment banking unit, large U.S. deposit market share, and extremely global presence are certain attributes that would be difficult to replicate. The bank also has a dividend yield of roughly 3.8%, which will compensate investors nicely while they wait for the transformation plan to play out.2. Ally FinancialThe large digital bank and auto lender Ally Financial is another stock that Berkshire scooped up at the beginning of this year that has a lot of the attributes of a classic Buffett stock. Not only does Ally trade at a cheap valuation, but it also returns a good amount of capital to shareholders. Despite generating strong returns in 2021 and guiding for smaller but still impressive returns going forward, Ally only trades at about 116% to its TBV and 5.6 times forward earnings.Ally faces a few big risks. There could be a recession sometime in the near future that makes consumers default on their loans at higher rates than management is currently anticipating. There are also concerns over what will happen to used-car prices, which have been elevated, although Ally's management team is anticipating prices to eventually come down. Higher interest rates could also raise Ally's deposit costs and cut into margins, although the bank has significantly increased its retail deposit base in recent years.Still, if Ally can overcome some of these near-term headwinds and still generate good returns, the stock will likely get rerated. Ally also returns a lot of capital to shareholders and is planning to execute a $2 billion stock buyback plan this year alone.3. Nu HoldingsBerkshire has clearly taken an interest in Latin America's growing financial sector, and with good reason given the massive potential. Last year, Berkshire invested in the Brazilian challenger bank Nu Holdings, which has made massive progress with its frictionless, low-fee banking experience. Nu has acquired close to 60 million customers with a low, industry-leading customer acquisition cost. Nu currently banks 33% of the adult Brazilian population and has provided millions of its customers with their first bank account or credit card. Nu is also growing in Mexico and Colombia.The risk here is that the Latin American market can be difficult, given high levels of inflation and volatile economic conditions. Furthermore, Nu is not yet profitable and will likely face lots of competition. But the company is growing revenue significantly and after the huge sell-off of growth stocks this year, investors have the rare opportunity to buy Nu stock at a much cheaper valuation than when Buffett or Berkshire got in. Nu is a leading digital disruptor in one of the world's fastest-growing regions for banking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050083272,"gmtCreate":1654104273196,"gmtModify":1676535394504,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Warning]&nbsp;","listText":"[Warning]&nbsp;","text":"[Warning]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050083272","repostId":"1163757193","repostType":4,"repost":{"id":"1163757193","kind":"news","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":1654091537,"share":"https://ttm.financial/m/news/1163757193?lang=&edition=fundamental","pubTime":"2022-06-01 21:52","market":"us","language":"en","title":"EV Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1163757193","media":"Tiger Newspress","summary":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Faraday Futu","content":"<html><head></head><body><p>EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Faraday Future and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/3aaad69b2d482d3782cc016d6bc026d7\" tg-width=\"287\" tg-height=\"447\" 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>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\">2022-06-01 21:52</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. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Faraday Future and Arrival rose between 1% and 6%.<img src=\"https://static.tigerbbs.com/3aaad69b2d482d3782cc016d6bc026d7\" tg-width=\"287\" tg-height=\"447\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163757193","content_text":"EV stocks climbed in morning trading. Tesla, Lucid, Rivian, Nio, Xpeng Motors, Li Auto, Faraday Future and Arrival rose between 1% and 6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050083803,"gmtCreate":1654104235002,"gmtModify":1676535394504,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Allin]&nbsp;","listText":"[Allin]&nbsp;","text":"[Allin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050083803","repostId":"1172849648","repostType":4,"repost":{"id":"1172849648","kind":"news","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":1654090783,"share":"https://ttm.financial/m/news/1172849648?lang=&edition=fundamental","pubTime":"2022-06-01 21:39","market":"us","language":"en","title":"HP Shares Rose 2.87% in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1172849648","media":"Tiger Newspress","summary":"HP Shares Rose 2.87% in Morning Trading.HP Inc. (NYSE: HPQ) reported its Q2 results, with EPS of $1.","content":"<html><head></head><body><p>HP Shares Rose 2.87% in Morning Trading.<img src=\"https://static.tigerbbs.com/e39bdb911c7b95b895c7e13a45f850c9\" tg-width=\"825\" tg-height=\"826\" width=\"100%\" height=\"auto\"/>HP Inc. (NYSE: HPQ) reported its Q2 results, with EPS of $1.08 coming in better than the consensus estimate of $1.05. Revenue grew 3.9% year-over-year to $16.5 billion, compared to the consensus estimate of $16.17 billion.</p><p>Personal Systems segment net revenue grew 9% year-over-year to $11.5 billion with a 6.9% operating margin, and Printing segment net revenue declined 7% year-over-year to $5.0 billion with a 19.3% operating margin.</p><p>“We delivered a solid quarter of revenue and non-GAAP EPS growth, while returning significant capital to shareholders,” said Enrique Lores, HP President and CEO. “Collectively, our key growth businesses grew double digits and drove $5.6 billion in revenue in the first half of the year. Our consistent performance in the face of a volatile macro environment gives us confidence in our plans to build a stronger HP.”</p><p>The company expects Q3/22 EPS to be in the range of $1.03-$1.08, better than the consensus estimate of $1.02.</p><p>For the full 2022-year, the company raised its EPS to a range of $4.24-$4.38, compared to its prior guidance of $4.18-$4.38 and the consensus estimate of $4.25.</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>HP Shares Rose 2.87% 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\">\nHP Shares Rose 2.87% 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\">2022-06-01 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>HP Shares Rose 2.87% in Morning Trading.<img src=\"https://static.tigerbbs.com/e39bdb911c7b95b895c7e13a45f850c9\" tg-width=\"825\" tg-height=\"826\" width=\"100%\" height=\"auto\"/>HP Inc. (NYSE: HPQ) reported its Q2 results, with EPS of $1.08 coming in better than the consensus estimate of $1.05. Revenue grew 3.9% year-over-year to $16.5 billion, compared to the consensus estimate of $16.17 billion.</p><p>Personal Systems segment net revenue grew 9% year-over-year to $11.5 billion with a 6.9% operating margin, and Printing segment net revenue declined 7% year-over-year to $5.0 billion with a 19.3% operating margin.</p><p>“We delivered a solid quarter of revenue and non-GAAP EPS growth, while returning significant capital to shareholders,” said Enrique Lores, HP President and CEO. “Collectively, our key growth businesses grew double digits and drove $5.6 billion in revenue in the first half of the year. Our consistent performance in the face of a volatile macro environment gives us confidence in our plans to build a stronger HP.”</p><p>The company expects Q3/22 EPS to be in the range of $1.03-$1.08, better than the consensus estimate of $1.02.</p><p>For the full 2022-year, the company raised its EPS to a range of $4.24-$4.38, compared to its prior guidance of $4.18-$4.38 and the consensus estimate of $4.25.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HPQ":"惠普"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172849648","content_text":"HP Shares Rose 2.87% in Morning Trading.HP Inc. (NYSE: HPQ) reported its Q2 results, with EPS of $1.08 coming in better than the consensus estimate of $1.05. Revenue grew 3.9% year-over-year to $16.5 billion, compared to the consensus estimate of $16.17 billion.Personal Systems segment net revenue grew 9% year-over-year to $11.5 billion with a 6.9% operating margin, and Printing segment net revenue declined 7% year-over-year to $5.0 billion with a 19.3% operating margin.“We delivered a solid quarter of revenue and non-GAAP EPS growth, while returning significant capital to shareholders,” said Enrique Lores, HP President and CEO. “Collectively, our key growth businesses grew double digits and drove $5.6 billion in revenue in the first half of the year. Our consistent performance in the face of a volatile macro environment gives us confidence in our plans to build a stronger HP.”The company expects Q3/22 EPS to be in the range of $1.03-$1.08, better than the consensus estimate of $1.02.For the full 2022-year, the company raised its EPS to a range of $4.24-$4.38, compared to its prior guidance of $4.18-$4.38 and the consensus estimate of $4.25.","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050083137,"gmtCreate":1654104184429,"gmtModify":1676535394504,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050083137","repostId":"1126800713","repostType":4,"repost":{"id":"1126800713","kind":"news","pubTimestamp":1654096469,"share":"https://ttm.financial/m/news/1126800713?lang=&edition=fundamental","pubTime":"2022-06-01 23:14","market":"us","language":"en","title":"7 Stocks to Buy and Hold Forever in This Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1126800713","media":"investorplace","summary":"Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you ","content":"<html><head></head><body><ul><li>Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.</li><li><b>Broadcom</b>(<b><u>AVGO</u></b>): Backlog and strong demand are positive catalysts.</li><li><b>Chubb</b>(<b><u>CB</u></b>): Rate adjustments as interest rates rise will sustain profits.</li><li><b>Cisco Systems</b>(<b><u>CSCO</u></b>): Strong demand and a growing backlog will increase revenue.</li><li><b>Conagra Brands</b>(<b><u>CAG</u></b>): Strong branding will sustain profit margins.</li><li><b>Merck &amp; Co</b>(<b><u>MRK</u></b>): Antiviral pill is a potential blockbuster.</li><li><b>Prudential Financial</b>(<b><u>PRU</u></b>): Higher interest rates increase Prudential’s return on equity.</li><li><b>Qualcomm</b>(<b><u>QCOM</u></b>): Product refresh will enhance growth in the next several quarters.</li></ul><p><img src=\"https://static.tigerbbs.com/2ff63d068d155e36ea62957ca8cd483c\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: whiteMocca / Shutterstock.com</p><p>Bearish stock market conditions are creating extreme fear for investors. Many investors who are low on cash and highly exposed to stocks feel demoralized by the falling prices. To regain control, investors need to differentiate between companies that will recover in the long term and those that will not. The stocks to buy and hold are those where the company is financially sound. In addition, financially sound businesses will have manageable debt.</p><p>They are also typically companies that did not list on public markets within the last two years. Those more newly public companies likely sold their stock at unsustainable valuations.</p><p><img src=\"https://static.tigerbbs.com/99a3b579c61154436e21945ab2693c2b\" tg-width=\"288\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/>Source: StockRover</p><p>In the table at right, you can see the strong quality scores from many of my picks for this gallery.Stock Rover definesvalue using metrics like price-to-earnings and price-to-sales.</p><p>Investors should avoid companies that sold stock to pay bills or that reward management with excess stock-based compensation. In contrast, the stocks to buy and hold are companies that have steady or improving fundamentals. Markets will reward them by sending their price higher.</p><p>Long-term investors in a bear market cannot time a stock’s recovery, which is why finding solid stocks to buy and hold is so important. But to reduce risks, investors should begin with a starter position in a stock. Increase the position every quarter if the company posts good results. Companies that posted unexpectedly weak results are not automatically stocks to avoid though. You can give them another quarter to prove themselves.</p><table><tbody><tr><td><b><u>AVGO</u></b></td><td>Broadcom</td><td>$580.13</td></tr><tr><td><b><u>CB</u></b></td><td>Chubb</td><td>$211.29</td></tr><tr><td><b><u>CSCO</u></b></td><td>Cisco Systems</td><td>$45.05</td></tr><tr><td><b><u>CAG</u></b></td><td>Conagra Brands</td><td>$32.89</td></tr><tr><td><b><u>MRK</u></b></td><td>Merck</td><td>$92.03</td></tr><tr><td><b><u>PRU</u></b></td><td>Prudential</td><td>$106.68</td></tr><tr><td><b><u>QCOM</u></b></td><td>Qualcomm</td><td>$143.22</td></tr></tbody></table><h2>Broadcom (AVGO)<img src=\"https://static.tigerbbs.com/dcf1a9fd20cb6f6de8681c3897b31ace\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Broadcom</b>(NASDAQ:<b><u>AVGO</u></b>) is resilient to a recession. The technology firm reports strong server storage connectivitydemand of $801 millionin the first quarter. Growth hit 32% year-over-year.</p><p>Broadcom will benefit from surplus enterprise IT spending. For example, if corporations need to compute services, they may buy the company’s SAN or MegaRAID storage connectivity solutions.</p><p>Video content in social media is another positive catalyst for Broadcom. Cloud customers are adopting its nearline hard disk drives to store data. Sales for storage hardware grew by over 20% compounded annually in the last five years. Strong demand for networking in server storage is increasing average selling prices, as Broadcom is passing along higher material costs related to wafer and substrate production. In 2023 and 2024, the company expects the strong demand  to continue.</p><p>Some companies may be unable to pass higher costs to customers, but Broadcom and and will raise prices if needed, which is great for investors. Strong profit margins will also support AVGO stock from here.</p><h2>Chubb (CB)<img src=\"https://static.tigerbbs.com/4377500327d3f10dc634c3f2c079946b\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Chubb</b>(NYSE:<b><u>CB</u></b>), an insurance and reinsurance company, posted net premium earnings of $8.75 billion inthe last quarter, up by 6.4% Y/Y. It earned $3.82 a share (non-GAAP). When interest rates rise, Chubb’s return on equity also increases.</p><p>Chubb has the flexibility to adjust its rates as competitive pressures change. For example, it adjusted its rates depending on the underwriting conditions. In addition, it reviews the adequacy of its rate and the exposure to inflation. Different sectors require different responses.</p><p>Chubb has a geographically diversified business. In Asia, it expects plenty of growth to take place in the next two decades. The company is increasing its presence to capitalize onopportunities in the region. It also has growing exposure to Latin America, though Chubb is cautious in expanding in the region due to its volatility.</p><p>The company’s loss ratio improved in the commercial segment, which is a positive development, and it benefited from a resilient portfolio. With a strong balance sheet, Chubb is in financially strong shape to consider merger and acquisition opportunities.</p><h2>Cisco Systems (CSCO)<img src=\"https://static.tigerbbs.com/45c7417c27e3491b0dcd1b8077e5dec4\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>CiscoSystems</b>(NASDAQ:<b><u>CSCO</u></b>) shares fell after the company posted weak quarterly results. It lost around 2% of orders from de-bookingorders from Russia. Conversely, its enterprise business grew by 37%. When it realizes revenue from its large customers, Cisco might post better results in future quarters.</p><p>Chairman and CEO Chuck Robbins said in the earnings call that Cisco has no demand issues. It lowered its outlook because of a $200 million impact from Russia. In addition, the lockdown in Shanghai, China disrupted its supply chain. When supply returns, Cisco will receive the needed components to finish its products and complete the sales.</p><p>In the last quarter, Cisco had strong pricing to offset lower sales. CFO Scott Herren said, “our pricing was up about 160 basis points in Q3.” In other words, customers are willing to pay more for Cisco’s products.</p><p>Looking ahead, the component supply constraints will ease. The company may have excluded some of the sales rebound in its guidance. It also ended the quarter with over $15 billion in the product backlog. $2 billion of the backlog is in software, a higher-margin product.</p><p>Cisco will likely post better revenue and margins in the upcoming quarter as those headwinds fade.</p><h2>Conagra Brands (CAG)<img src=\"https://static.tigerbbs.com/d1fe4a7b19dea3c629c363f90fd5dea2\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Conagra Brands</b>(NYSE:<b><u>CAG</u></b>) disappointed investors when it cut its profit guidance, citing inflation pressures. It posted revenue growthof 5.1% Y/Y to $2.91 billion. In the fourth quarter, it expects net sales to grow by 7% and earn 64 cents a share.</p><p>In the fiscal 2022 year, Conagra expects an operating margin of around 14.5%. It previously guided 15.5%, but the slight decline should not be big enough to worry investors. Importantly, the company hedged 80% of itsmaterials for the fourth quarterand 40% overall for fiscal 2023, reducing volatility.</p><p>Investors may wait for inflationary pressures to ease. Conagra may pass some of the higher costs to customers, and will rely on its strong brand to sustain demand strength.</p><p>For example, three of its largest brands — Healthy Choice, Birds Eye and Slim Jim — increased market share and posted double-digit growth in the past quarter, despite price increases.</p><h2>Merck &amp; Co (MRK)<img src=\"https://static.tigerbbs.com/164647591ef46114dc58b696de8812f8\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p>In the drug manufacturing sector,<b>Merck</b>(NYSE:<b><u>MRK</u></b>) has business plan that involves seeking buyout candidates. It is looking for solid biotech companies that have a potentially strong pipeline.</p><p>And it’s not just about medicine for people. In the animal health business, Merck is also fostering its long-term value. It will grow the business beforeconsidering a spinoff.</p><p>Merck’s blockbuster drug Keytruda hasmultiple indicators. It continues to expect growth for the drug in treating renal cell carcinoma. Initially, Merck expected 50% of its growth to come from adjuvant therapy. That is 30% of the U.S. business. It now expects this will represent one-quarter of its global businessin the year 2025.</p><p>Merck’s Covid antiviral pill, molnupiravir, will also become a first-line defense in treating infected patients. Merck reported utilization by 500,000 patients around the world and had shipped 6.4 million courses at the end of the last quarter. As Covid reaches an endemic phase, the healthcare industry will rely on this pill to treat more patients.</p><h2>Prudential Financial (PRU)<img src=\"https://static.tigerbbs.com/2861175b7e532d47f53e7df4e74560c5\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Prudential</b>(NYSE:<b><u>PRU</u></b>) earned $3.17 per common sharein the last quarterwhich was down from $3.99 last year but still strong. Its investors withdrew $4.3 billion in the quarter due to a challenging quarter for fixed-income mutual fund demand. On the other hand, Prudential saw $300 million more in inflows into real estate and public fixed income.</p><p>Looking at a wider timeframe, Prudential added $55 billion in inflows between 2017 and 2021. The outlook is normal when the stock markets are weakening.</p><p>To get ahead of the tightening credit market, it issued$1 billion in hybrid debtbefore interest rates started rising. The added liquidity will give Prudential more room to manage its cash flow. For example, it made a capital contribution to its new reinsurance subsidiary. The extra capital will give the unit higher capital efficiency under tougher market conditions.</p><p>Prudential has a strong balance sheet and could also pursue M&amp;A if the opportunity arises.</p><h2>Qualcomm (QCOM)<img src=\"https://static.tigerbbs.com/87e9b26653a511e26e3264b68202c1ac\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/></h2><p><b>Qualcomm</b>(NASDAQ:<b><u>QCOM</u></b>) is the leader in smartphone chips. It recently announced the release of theSnapdragon 8 Gen 1 mobile platform. The platform will support high-speed 5G on devices with 10 Gbps speeds. The system also offers what it calls “all-day power.” When you add in Wi-Fi 6 and 6E support, its newest chip will refresh its product portfolio and lead to higher sales.</p><p>In the last quarter, Qualcomm posted revenue growingby 41.1% to $11.2 billion, and it earned $3.21 a share on a non-GAAP measure. In the third quarter, it expects revenue of up to $11.3 billion and non-GAAP EPS in the range of $2.75 to $2.95.</p><p>Markets are both fickle and forgetful. Qualcomm posted its guidance at the end of April, tet markets dumped the stock alongside other high-flying technology stocks. Should market sentiment turn positive, investors will snap this bargain stock in droves.</p><p>Late last year, Qualcomm announced a $10 billionstock buyback. QCOM stock declines should benefit the company as it buys the stock at discount prices.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Buy and Hold Forever in This Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Stocks to Buy and Hold Forever in This Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 23:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/><strong>investorplace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.Broadcom(AVGO): Backlog and strong demand are positive catalysts.Chubb(CB):...</p>\n\n<a href=\"https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PRU":"保德信金融","CAG":"康尼格拉","QCOM":"高通","AVGO":"博通","CSCO":"思科","CB":"安达保险","MRK":"默沙东"},"source_url":"https://investorplace.com/2022/06/7-stocks-to-buy-and-hold-forever-in-this-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126800713","content_text":"Some stocks are great in good times and in bad. Below is a list of some of those stellar stocks you can buy and hold forever.Broadcom(AVGO): Backlog and strong demand are positive catalysts.Chubb(CB): Rate adjustments as interest rates rise will sustain profits.Cisco Systems(CSCO): Strong demand and a growing backlog will increase revenue.Conagra Brands(CAG): Strong branding will sustain profit margins.Merck & Co(MRK): Antiviral pill is a potential blockbuster.Prudential Financial(PRU): Higher interest rates increase Prudential’s return on equity.Qualcomm(QCOM): Product refresh will enhance growth in the next several quarters.Source: whiteMocca / Shutterstock.comBearish stock market conditions are creating extreme fear for investors. Many investors who are low on cash and highly exposed to stocks feel demoralized by the falling prices. To regain control, investors need to differentiate between companies that will recover in the long term and those that will not. The stocks to buy and hold are those where the company is financially sound. In addition, financially sound businesses will have manageable debt.They are also typically companies that did not list on public markets within the last two years. Those more newly public companies likely sold their stock at unsustainable valuations.Source: StockRoverIn the table at right, you can see the strong quality scores from many of my picks for this gallery.Stock Rover definesvalue using metrics like price-to-earnings and price-to-sales.Investors should avoid companies that sold stock to pay bills or that reward management with excess stock-based compensation. In contrast, the stocks to buy and hold are companies that have steady or improving fundamentals. Markets will reward them by sending their price higher.Long-term investors in a bear market cannot time a stock’s recovery, which is why finding solid stocks to buy and hold is so important. But to reduce risks, investors should begin with a starter position in a stock. Increase the position every quarter if the company posts good results. Companies that posted unexpectedly weak results are not automatically stocks to avoid though. You can give them another quarter to prove themselves.AVGOBroadcom$580.13CBChubb$211.29CSCOCisco Systems$45.05CAGConagra Brands$32.89MRKMerck$92.03PRUPrudential$106.68QCOMQualcomm$143.22Broadcom (AVGO)Broadcom(NASDAQ:AVGO) is resilient to a recession. The technology firm reports strong server storage connectivitydemand of $801 millionin the first quarter. Growth hit 32% year-over-year.Broadcom will benefit from surplus enterprise IT spending. For example, if corporations need to compute services, they may buy the company’s SAN or MegaRAID storage connectivity solutions.Video content in social media is another positive catalyst for Broadcom. Cloud customers are adopting its nearline hard disk drives to store data. Sales for storage hardware grew by over 20% compounded annually in the last five years. Strong demand for networking in server storage is increasing average selling prices, as Broadcom is passing along higher material costs related to wafer and substrate production. In 2023 and 2024, the company expects the strong demand  to continue.Some companies may be unable to pass higher costs to customers, but Broadcom and and will raise prices if needed, which is great for investors. Strong profit margins will also support AVGO stock from here.Chubb (CB)Chubb(NYSE:CB), an insurance and reinsurance company, posted net premium earnings of $8.75 billion inthe last quarter, up by 6.4% Y/Y. It earned $3.82 a share (non-GAAP). When interest rates rise, Chubb’s return on equity also increases.Chubb has the flexibility to adjust its rates as competitive pressures change. For example, it adjusted its rates depending on the underwriting conditions. In addition, it reviews the adequacy of its rate and the exposure to inflation. Different sectors require different responses.Chubb has a geographically diversified business. In Asia, it expects plenty of growth to take place in the next two decades. The company is increasing its presence to capitalize onopportunities in the region. It also has growing exposure to Latin America, though Chubb is cautious in expanding in the region due to its volatility.The company’s loss ratio improved in the commercial segment, which is a positive development, and it benefited from a resilient portfolio. With a strong balance sheet, Chubb is in financially strong shape to consider merger and acquisition opportunities.Cisco Systems (CSCO)CiscoSystems(NASDAQ:CSCO) shares fell after the company posted weak quarterly results. It lost around 2% of orders from de-bookingorders from Russia. Conversely, its enterprise business grew by 37%. When it realizes revenue from its large customers, Cisco might post better results in future quarters.Chairman and CEO Chuck Robbins said in the earnings call that Cisco has no demand issues. It lowered its outlook because of a $200 million impact from Russia. In addition, the lockdown in Shanghai, China disrupted its supply chain. When supply returns, Cisco will receive the needed components to finish its products and complete the sales.In the last quarter, Cisco had strong pricing to offset lower sales. CFO Scott Herren said, “our pricing was up about 160 basis points in Q3.” In other words, customers are willing to pay more for Cisco’s products.Looking ahead, the component supply constraints will ease. The company may have excluded some of the sales rebound in its guidance. It also ended the quarter with over $15 billion in the product backlog. $2 billion of the backlog is in software, a higher-margin product.Cisco will likely post better revenue and margins in the upcoming quarter as those headwinds fade.Conagra Brands (CAG)Conagra Brands(NYSE:CAG) disappointed investors when it cut its profit guidance, citing inflation pressures. It posted revenue growthof 5.1% Y/Y to $2.91 billion. In the fourth quarter, it expects net sales to grow by 7% and earn 64 cents a share.In the fiscal 2022 year, Conagra expects an operating margin of around 14.5%. It previously guided 15.5%, but the slight decline should not be big enough to worry investors. Importantly, the company hedged 80% of itsmaterials for the fourth quarterand 40% overall for fiscal 2023, reducing volatility.Investors may wait for inflationary pressures to ease. Conagra may pass some of the higher costs to customers, and will rely on its strong brand to sustain demand strength.For example, three of its largest brands — Healthy Choice, Birds Eye and Slim Jim — increased market share and posted double-digit growth in the past quarter, despite price increases.Merck & Co (MRK)In the drug manufacturing sector,Merck(NYSE:MRK) has business plan that involves seeking buyout candidates. It is looking for solid biotech companies that have a potentially strong pipeline.And it’s not just about medicine for people. In the animal health business, Merck is also fostering its long-term value. It will grow the business beforeconsidering a spinoff.Merck’s blockbuster drug Keytruda hasmultiple indicators. It continues to expect growth for the drug in treating renal cell carcinoma. Initially, Merck expected 50% of its growth to come from adjuvant therapy. That is 30% of the U.S. business. It now expects this will represent one-quarter of its global businessin the year 2025.Merck’s Covid antiviral pill, molnupiravir, will also become a first-line defense in treating infected patients. Merck reported utilization by 500,000 patients around the world and had shipped 6.4 million courses at the end of the last quarter. As Covid reaches an endemic phase, the healthcare industry will rely on this pill to treat more patients.Prudential Financial (PRU)Prudential(NYSE:PRU) earned $3.17 per common sharein the last quarterwhich was down from $3.99 last year but still strong. Its investors withdrew $4.3 billion in the quarter due to a challenging quarter for fixed-income mutual fund demand. On the other hand, Prudential saw $300 million more in inflows into real estate and public fixed income.Looking at a wider timeframe, Prudential added $55 billion in inflows between 2017 and 2021. The outlook is normal when the stock markets are weakening.To get ahead of the tightening credit market, it issued$1 billion in hybrid debtbefore interest rates started rising. The added liquidity will give Prudential more room to manage its cash flow. For example, it made a capital contribution to its new reinsurance subsidiary. The extra capital will give the unit higher capital efficiency under tougher market conditions.Prudential has a strong balance sheet and could also pursue M&A if the opportunity arises.Qualcomm (QCOM)Qualcomm(NASDAQ:QCOM) is the leader in smartphone chips. It recently announced the release of theSnapdragon 8 Gen 1 mobile platform. The platform will support high-speed 5G on devices with 10 Gbps speeds. The system also offers what it calls “all-day power.” When you add in Wi-Fi 6 and 6E support, its newest chip will refresh its product portfolio and lead to higher sales.In the last quarter, Qualcomm posted revenue growingby 41.1% to $11.2 billion, and it earned $3.21 a share on a non-GAAP measure. In the third quarter, it expects revenue of up to $11.3 billion and non-GAAP EPS in the range of $2.75 to $2.95.Markets are both fickle and forgetful. Qualcomm posted its guidance at the end of April, tet markets dumped the stock alongside other high-flying technology stocks. Should market sentiment turn positive, investors will snap this bargain stock in droves.Late last year, Qualcomm announced a $10 billionstock buyback. QCOM stock declines should benefit the company as it buys the stock at discount prices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027300700,"gmtCreate":1653964878800,"gmtModify":1676535370669,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027300700","repostId":"2239714609","repostType":4,"repost":{"id":"2239714609","kind":"highlight","pubTimestamp":1653963958,"share":"https://ttm.financial/m/news/2239714609?lang=&edition=fundamental","pubTime":"2022-05-31 10:25","market":"us","language":"en","title":"Why the Dow Finally Bounced -- and Investors Doubt the Market Bottom Is in","url":"https://stock-news.laohu8.com/highlight/detail?id=2239714609","media":"MarketWatch","summary":"History suggests that both growth and inflation need to weaken further before a market bottom occurs","content":"<html><head></head><body><p>History suggests that both growth and inflation need to weaken further before a market bottom occurs: RenMac</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c8ce09d3b8e6763cf68a08c1ac002df\" tg-width=\"700\" tg-height=\"464\" width=\"100%\" height=\"auto\"/><span>Wall Street still looking worse for wear.  Emmanuel Dunand/Agence France-Presse/Getty Images</span></p><p>Some pre-summer relief made way for a stock-market bounce the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average&#39;s first winning week since late March to convince rattled investors that the pain is in the past.</p><p>What happened? Among other things, real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c3644148fb7a09c9d1dec4374c513e3\" tg-width=\"700\" tg-height=\"599\" width=\"100%\" height=\"auto\"/><span>Quant Insight</span></p><p>That gave some breathing room for a bounce. Quant Insight&#39;s model showed the S&amp;P 500 had sunk below fair value but is now right in line with the metric.</p><p>The S&amp;P 500 had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.</p><p>The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow&#39;s  6.2% rise marked the end of an eight-week run of losing weeks, its longest since 1932. Weekly gains for the Dow and S&amp;P 500 were the biggest since November 2020.</p><p>Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of Nvidia, managed to reverse to the upside despite bad news.</p><p>Neither Noorani nor Dempter were prepared to call a market bottom, however. And there&#39;s still no shortage of outright bearish scenarios. Michael Burry, the founder of Scion Asset Management, who rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book &#34;The Big Short,&#34; in a since-deleted tweet implied parallels with the 2008 market collapse.</p><p>In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:</p><p>That echoes the fears that were raised earlier in May as retailers Target and Walmart reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.</p><p>A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it&#39;s unlikely yields have peaked.</p><p>After all, while data, including Friday&#39;s reading of the core personal consumption expenditure index, the Fed&#39;s preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.</p><p>That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.</p><p>The single most important driver for yields &#34;is going to be Fed policy,&#34; he said, observing that central bankers &#34;have been spooked by inflation at these historically high numbers.&#34; Even if it&#39;s painful for the real economy, &#34;they have to hit the brakes pretty hard and get those numbers lower.&#34;</p><p>While the S&amp;P 500 hasn&#39;t technically confirmed that it&#39;s in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.</p><p>As for bullish signals from last week&#39;s bounce, Dempter, in a Friday note, played down the consumer discretionary sector&#39;s sharp outperformance of the rest of the market in Thursday&#39;s  session. While historically, discretionary does see a sharp improvement in relative performance about a month before growth troughs, the move was likely an oversold bounce rather than a bottom, he argued. RenMac would be more optimistic, he explained, &#34;if growth were weaker, and inflation had peaked.&#34;</p><p>&#34;History suggests that both growth and inflation need to weaken further before a bottom occurs,&#34; he said, noting that the energy sector&#39;s continued outperformance of healthcare suggests that inflation has yet to peak.</p><p>&#34;We&#39;ll be watching next week&#39;s ISM [manufacturing index] number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,&#34; he said.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why the Dow Finally Bounced -- and Investors Doubt the Market Bottom Is in</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\">\nWhy the Dow Finally Bounced -- and Investors Doubt the Market Bottom Is in\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-the-dow-finally-bounced-and-what-it-will-take-to-convince-investors-its-for-real-11653698825?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1653962906><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History suggests that both growth and inflation need to weaken further before a market bottom occurs: RenMacWall Street still looking worse for wear.  Emmanuel Dunand/Agence France-Presse/Getty ...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-the-dow-finally-bounced-and-what-it-will-take-to-convince-investors-its-for-real-11653698825?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1653962906\">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.marketwatch.com/story/why-the-dow-finally-bounced-and-what-it-will-take-to-convince-investors-its-for-real-11653698825?mod=hp_LATEST&adobe_mc=MCMID%3D03250748340802259633376614514522268876%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1653962906","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239714609","content_text":"History suggests that both growth and inflation need to weaken further before a market bottom occurs: RenMacWall Street still looking worse for wear.  Emmanuel Dunand/Agence France-Presse/Getty ImagesSome pre-summer relief made way for a stock-market bounce the week before Memorial Day, but it will likely take more than the Dow Jones Industrial Average's first winning week since late March to convince rattled investors that the pain is in the past.What happened? Among other things, real, or inflation-adjusted, interest rates fell over the past week, corporate credit spreads -- the yield premium over U.S. Treasurys demanded by investors to buy bonds issued by companies -- tightened, and investor expectations for future Federal Reserve rate increases moderated, noted Mahmood Noorani, chief executive of research firm Quant Insight, in an interview (see chart below).Quant InsightThat gave some breathing room for a bounce. Quant Insight's model showed the S&P 500 had sunk below fair value but is now right in line with the metric.The S&P 500 had narrowly averted a close in bear-market territory on May 19 after hitting a session low more than 20% below its Jan. 3 record close. It then rose 6.6% over the past week ending Friday 13.3% below its early January peak as it snapped a streak of seven straight weekly declines.The Nasdaq Composite , which remains solidly in bear-market territory, also broke a run of seven weekly falls, rising 6.8%. The Dow's  6.2% rise marked the end of an eight-week run of losing weeks, its longest since 1932. Weekly gains for the Dow and S&P 500 were the biggest since November 2020.Kevin Dempter, an analyst at Renaissance Macro Research, also pointed to a handful of positive factors, including a significant pullback by the U.S. dollar, deeply oversold technical conditions and extremely bearish sentiment, while some stocks, such as that of Nvidia, managed to reverse to the upside despite bad news.Neither Noorani nor Dempter were prepared to call a market bottom, however. And there's still no shortage of outright bearish scenarios. Michael Burry, the founder of Scion Asset Management, who rose to fame after anticipating the collapse of the U.S. housing market as chronicled in the Michael Lewis book \"The Big Short,\" in a since-deleted tweet implied parallels with the 2008 market collapse.In a fresh Friday tweet, he mused about the prospects of a consumer-led recession:That echoes the fears that were raised earlier in May as retailers Target and Walmart reported disappointing earnings, triggering a deepening of the stock-market selloff on worries that inflation pressures were beginning to hit corporate bottom lines.A further pullback in real yields could allow stocks to rise further in the near term, Noorani said, but he argued that it's unlikely yields have peaked.After all, while data, including Friday's reading of the core personal consumption expenditure index, the Fed's preferred inflation indicator, shows inflation is slowing, the job of getting price pressures back under control is far from done, he argued.That leaves uncertainty about how high the federal funds rate, currently at 0.75% to 1%, will ultimately go. Market pricing points to a so-called terminal rate between 2.5% and 3%, but anything that hints it will be higher than that will rattle investors, he said.The single most important driver for yields \"is going to be Fed policy,\" he said, observing that central bankers \"have been spooked by inflation at these historically high numbers.\" Even if it's painful for the real economy, \"they have to hit the brakes pretty hard and get those numbers lower.\"While the S&P 500 hasn't technically confirmed that it's in a bear market, many market watchers view that as a mere formality, observing that stocks have been exhibiting bearlike behavior for much of the 2022 selloff.As for bullish signals from last week's bounce, Dempter, in a Friday note, played down the consumer discretionary sector's sharp outperformance of the rest of the market in Thursday's  session. While historically, discretionary does see a sharp improvement in relative performance about a month before growth troughs, the move was likely an oversold bounce rather than a bottom, he argued. RenMac would be more optimistic, he explained, \"if growth were weaker, and inflation had peaked.\"\"History suggests that both growth and inflation need to weaken further before a bottom occurs,\" he said, noting that the energy sector's continued outperformance of healthcare suggests that inflation has yet to peak.\"We'll be watching next week's ISM [manufacturing index] number, as a weak reading may shift the market-cycle clock closer to a more favorable zone for a bottom,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9035540996,"gmtCreate":1647647118951,"gmtModify":1676534254247,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","listText":"[Like]&nbsp;[Like]&nbsp;[Like]&nbsp;","text":"[Like] [Like] [Like]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035540996","repostId":"2220484770","repostType":2,"repost":{"id":"2220484770","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647644857,"share":"https://ttm.financial/m/news/2220484770?lang=&edition=fundamental","pubTime":"2022-03-19 07:07","market":"us","language":"en","title":"Wall St Closes Higher after Biden-XI Talks End, Oil Steadies","url":"https://stock-news.laohu8.com/highlight/detail?id=2220484770","media":"Reuters","summary":"No. But is it happier that it's around $100 than going up $20 every day?Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industr","content":"<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Closes Higher after Biden-XI Talks End, Oil Steadies</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\">\nWall St Closes Higher after Biden-XI Talks End, Oil Steadies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-19 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx falls on lower-than-expected quarterly earnings</p><p>* Moderna up on seeking FDA authorization for second booster</p><p>* Indexes rise: Dow 0.8%, S&amp;P 500 1.17%, Nasdaq 2.05%</p><p>March 18 (Reuters) - Wall Street&#39;s three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.</p><p>Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve&#39;s Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.</p><p>&#34;The read out from the meeting was as expected,&#34; said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.</p><p>&#34;Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.&#34;</p><p>Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.</p><p>&#34;Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,&#34; he said.</p><p>In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren&#39;t too far above $100 on Friday after recently surpassing $130.</p><p>&#34;At least for this week oil has found a level. That&#39;s someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,&#34; said Sosnick. &#34;Does the market like oil around $100? No. But is it happier that it&#39;s around $100 than going up $20 every day? Of course.&#34;</p><p>Investors were also monitoring for any impact from Friday&#39;s  &#34;triple witching,&#34; in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.</p><p>On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.</p><p>The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&amp;P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.</p><p>Wall Street&#39;s three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&amp;P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.</p><p>Ten of the 11 major S&amp;P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.</p><p>The only declining sector was utilities which ended the session down 0.9%.</p><p>Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.</p><p>Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.</p><p>But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.</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","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","QID":"纳指两倍做空ETF","DXD":"道指两倍做空ETF","DJX":"1/100道琼斯","DDM":"道指两倍做多ETF","BK4516":"特朗普概念","BK4564":"太空概念","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","IVV":"标普500指数ETF","BK4008":"航空公司","SH":"标普500反向ETF","DOG":"道指反向ETF","BK4534":"瑞士信贷持仓","BK4139":"生物科技","PSQ":"纳指反向ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","QLD":"纳指两倍做多ETF","UPRO":"三倍做多标普500ETF","BA":"波音","UDOW":"道指三倍做多ETF-ProShares","SSO":"两倍做多标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","MRNA":"Moderna, Inc.","BK4568":"美国抗疫概念","SPXU":"三倍做空标普500ETF","BK4500":"航空公司","SQQQ":"纳指三倍做空ETF","DAL":"达美航空","OEX":"标普100","BK4551":"寇图资本持仓","SDOW":"道指三倍做空ETF-ProShares","TQQQ":"纳指三倍做多ETF","QQQ":"纳指100ETF","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","FDX":"联邦快递","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220484770","content_text":"* FedEx falls on lower-than-expected quarterly earnings* Moderna up on seeking FDA authorization for second booster* Indexes rise: Dow 0.8%, S&P 500 1.17%, Nasdaq 2.05%March 18 (Reuters) - Wall Street's three major indexes closed higher on Friday, with the biggest boost from recently battered technology stocks, after talks between U.S. President Joe Biden and Chinese President Xi Jinping over the Ukraine crisis ended without big surprises.Investors were also relieved by slowing gains in oil prices as they continued to digest the Federal Reserve's Wednesday interest rate increase and its aggressive plan for further hikes aimed at combating soaring inflation.\"The read out from the meeting was as expected,\" said Art Hogan, chief market strategist at National Securities in New York regarding the Xi/Biden talks. He said that since Russia/Ukraine talks were continuing, investors were tending toward optimism.\"Regarding Russia, Ukraine, the market has been more  positive on news from the diplomatic front than negative on the escalation.\"Hogan also cited calmer oil prices and relief that the highly anticipated Fed news was finally out.\"Instead of having fears and trepidation of what the Fed might do we have clear roadmap for monetary policy,\" he said.In addition to less onerous than expected Fed actions, Steve Sosnick, chief strategist at Interactive Brokers in Greenwich, Connecticut said investors were reassured that U.S. crude oil prices weren't too far above $100 on Friday after recently surpassing $130.\"At least for this week oil has found a level. That's someway positive for the market as a rising oil price is overweighted in consumer minds as an inflationary indicator,\" said Sosnick. \"Does the market like oil around $100? No. But is it happier that it's around $100 than going up $20 every day? Of course.\"Investors were also monitoring for any impact from Friday's  \"triple witching,\" in which investors unwind positions in futures and options contracts before they expire, which can lead to volatility and trading volume.On Friday the expirations appeared to boost volume as 18.47 billion shares changed hands on U.S. exchanges compared with the 14.56 billion moving average for the last 20 sessions.The Dow Jones Industrial Average rose 274.17 points, or 0.8%, to 34,754.93, the S&P 500 gained 51.45 points, or 1.17%, to 4,463.12 and the Nasdaq Composite added 279.06 points, or 2.05%, to 13,893.84.Wall Street's three main indexes boasted their biggest weekly percentage gains since early November 2020 with the S&P adding 6.2% while the Dow rose 5.5% and the Nasdaq jumping 8.2%.Ten of the 11 major S&P 500 sectors closed higher, with heavyweight technology and consumer discretionary both finishing up 2.2% while communication services rising 1.4%.The only declining sector was utilities which ended the session down 0.9%.Moderna Inc closed up 6.3% after the drugmaker submitted a request to the U.S. Food and Drug Administration to allow for a second booster of its COVID-19 vaccine.Shares of Boeing Co finished up 1.4% after reports the planemaker was edging toward a landmark order from Delta Air Lines    for up to 100 of its 737 MAX 10 jets.But shares in U.S. delivery firm FedEx Corp slumped almost 4% after a weaker-than-expected quarterly earnings report.Advancing issues outnumbered declining ones on the NYSE by a 2.20-to-1 ratio; on Nasdaq, a 2.19-to-1 ratio favored advancers.The S&P 500 posted 19 new 52-week highs and 1 new lows; the Nasdaq Composite recorded 44 new highs and 41 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027300521,"gmtCreate":1653964837563,"gmtModify":1676535370684,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027300521","repostId":"2239175639","repostType":4,"repost":{"id":"2239175639","kind":"highlight","pubTimestamp":1653961868,"share":"https://ttm.financial/m/news/2239175639?lang=&edition=fundamental","pubTime":"2022-05-31 09:51","market":"us","language":"en","title":"Sea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner","url":"https://stock-news.laohu8.com/highlight/detail?id=2239175639","media":"seekingalpha","summary":"SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion,","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Sea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.</li><li>The biggest concern remains around profitability, with adjusted EBITDA losses of $510 million, though underlying profitability seems to be improving.</li><li>The 60% year-to-date pullback has caused valuation to become more attractive at just over 2x 2023 revenue.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22086b20b6b4b8ea693bc38de55c6691\" tg-width=\"750\" tg-height=\"422\" referrerpolicy=\"no-referrer\"/><span>piranka/E+ via Getty Images</span></p><p>Sea Limited (NYSE:SE) recently reported a strong start to the year with revenue growing 64% yoy to $2.9 billion and beating expectations by $40 million. Despite a challenging macroeconomic environment, the company continues to beat revenue expectations.</p><p>In addition, while adjusted EBITDA loss widened from the year ago period, it came in better than expectations. The company has a significant amount of increased expenses coming from the new headquarters project in addition to increased S&amp;M and R&amp;D expense. I believe investors will continue to focus on adjusted EBITDA and given the company’s growing scale, I believe profitability will improve over the coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365f99950bf043fec2919ffa4dfec814\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The stock is down over 60% year to date which is largely being driven by investors focusing on higher profitability companies. With fears rising around a potential recession, investors are looking to add recession-proof positions to their portfolio, and unfortunately with over $1.5 billion of adjusted EBITDA losses likely in 2022, Sea does not currently fit into that category.</p><p>However, I do believe that long-term investors will be rewarded with the stock now under $85. The last time the stock was trading at this level was in May 2020 (aside from a short period a few weeks ago), shortly after the pandemic began and E-Commerce sales significantly accelerated. The stock is still up over 50% from pre-pandemic levels, however 2022 revenue is likely to be up over 4x that of 2019, so some stock appreciation is definitely warranted.</p><p>The stock is currently trading at just over 2x 2023 revenue, which appears to be a good entry point for longer-term investors. Revenue growth has significant room to go and while losses are still being generated, I would not be surprised to see profitability breakeven during late 2023 or early 2024.</p><p>The 60%+ year to date pullback provides a good entry point at current valuation and longer-term investors should be willing to hold onto the stock during some volatile periods.</p><p><b>Q1 Earnings Recap</b></p><p>Revenue during the quarter grew an impressive 64% yoy to $2.9 billion and beat expectations by around $40 million. The company is quickly approaching a $15 billion revenue run-rate and with revenue still growing well above 50%, it’s no surprise many investors follow this name.</p><p>However, what impressed me the most was the company’s continued focus and improvement on profitability. Especially during a time when investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9915f5cf65f2ff871327ad5d7c4f2a79\" tg-width=\"447\" tg-height=\"441\" referrerpolicy=\"no-referrer\"/><span>Sea Limited</span></p><p>Gross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year ago period. To me, this demonstrates the underlying high incremental margins the company generates when at scale.</p><p>Adjusted EBITDA, while still bearing the losses from their E-Commerce segment, seems to have stabilized and beat expectations. During the quarter, adjusted EBITDA loss was $510 million and while lower than the $88 million profit in the year ago period, this was well above consensus expectations for a $570 million loss. The biggest variance relative to the year-ago period was ~$525 million increase in S&amp;M and R&amp;D expense, which will be better utilized as the company scales.</p><p>While I do believe the company will likely print several more quarters of adjusted EBITDA losses, the combination of gross margin improvement and the company gaining more scale gives me increased confidence in the longer-term profitability trajectory.</p><p><b>Digital Entertainment</b></p><p>During the quarter, Digital Entertainment revenue grew 45% yoy to $1.1 billion and adjusted EBITDA was $431 million.</p><p>While the headline numbers look strong, I believe there is more fire power to come. Quarterly active users declined 5% yoy and quarterly paying users were down 23% yoy, with management acknowledging a slowdown in user engagement.</p><blockquote><i>While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.</i></blockquote><p>Free Fire, the company’s self-developed global game, maintained their premium status throughout the world. While some bearish arguments focus on the company only having one global leading franchise, I believe this is more than enough for investors to remain excited about. Plus, the company continues to spend hundreds of millions of dollars each quarter in R&amp;D, and it would not surprise me to see future game developments.</p><p>Regarding Free Fire, this game continues to collect accolades throughout the world, with management noting the following:</p><blockquote><i>It [Free Fire] remained the most downloaded mobile game globally in the first quarter of 2022, according to data.ai3.</i></blockquote><blockquote><i>In the same category, for Google Play, Free Fire also ranked third globally by average monthly active users in the first quarter of 2022, according to data.ai3</i></blockquote><blockquote><i>Free Fire continued to be the highest grossing mobile game in Southeast Asia and Latin America for the first quarter of 2022, according to data.ai3 . Free Fire has maintained this leading position for the past 11 consecutive quarters in Southeast Asia and in Latin America.</i></blockquote><blockquote><i>In the United States, Free Fire was the highest grossing mobile battle royale game for 5 consecutive quarters for the first quarter of 2022, according to data.ai3</i></blockquote><p>Despite the headwinds from lower user engagement, the company did increase their paying user ratio to 10.0% during the quarter, up from 8.9% in Q1-2020. I believe this remains an area of longer-term growth potential, as only 1 in 10 users is actually a paid user. This penetration is not likely to meaningfully accelerate in a short period of time, but if the company can grow users and improve their paying user ratio, this has a compounding effect towards growth.</p><p><b>E-Commerce</b></p><p>E-Commerce revenue grew 64% yoy to $1.5 billion, including $1.3 billion of marketplace revenue that grew 75% yoy. The strong growth during the quarter was led by a 71% growth in gross orders, reaching 1.9 billion, and GMV growing 39% yoy to $17.4 billion, both demonstrating the strong underlying demand trends within this segment.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/583040a8e888b18b000de499a4d1b880\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/><span>Sea Limited</span></p><p>Nevertheless, the closely followed metric of adjusted EBITDA loss came in at $743 million, which was worse than the $413 million loss in the year ago period. However, there are a few moving pieces within E-Commerce adjusted EBITDA that should be addressed.</p><p>First, gross profit margin for this segment improved yoy as the company saw faster growth of transaction-based fees and advertising income, which both carry higher profit margins.</p><p>Second, the E-Commerce adjusted EBITDA loss per order (before the company’s new headquarters’ common expense) improved yoy and sequentially. In fact, Shopee is expected to achieve positive adjusted EBITDA (before headquarters’ expense) in Southeast Asia and Taiwan by this year. Even when including the costs associated with the headquarters, the company is projecting adjusted EBITDA to be positive in Southeast Asia and Taiwan by the end of next year.</p><p>Finally, adjusted EBITDA loss per order was $0.40 during the quarter, which was slightly worse than the $0.38 loss per order in the year-ago period. However, this was largely due to headquarters expenses increasing by $162 million yoy, accounting for nearly 50% of the total yoy increase in adjusted EBITDA loss. Excluding this expense, adjusted EBITDA loss per order would have improved to a little over $0.30.</p><p>Yes, there continues to be a lot of room for improvement, but the underlying trends are much better than they appear at face value.</p><p><b>Digital Financial Services</b></p><p>While revenue in this segment remains relatively small compared to Digital Entertainment and E-Commerce, revenue of $236 million grew 360% yoy and adjusted EBITDA loss improved to $125 million (compared to a loss of $153 million in the year ago period).</p><p>The number of quarterly active users grew 78% yoy to 49 million with TPV for their mobile wallet growing 49% to $5.1 billion.</p><p>In addition, the company noted that active users are starting to utilize multiple products/services, and a higher attach rate could ultimately lead to faster revenue growth and profitability improvement.</p><blockquote><i>In Indonesia, which has the most comprehensive set of products and services among our markets, over 30% of the quarterly active users have used multiple SeaMoney products or services in the first quarter of 2022.</i></blockquote><p>I believe this segment remains a bit of a hidden gem as revenue has not quite scaled and it still generates adjusted EBITDA losses. However, as more consumers become entrenched in E-Commerce and accustomed to using digital wallets within the SeaMoney ecosystem, I believe there remains a long runway of growth ahead.</p><p><b>Valuation</b></p><p>Given continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.</p><p>While disappointed with the commentary, it’s important to note that only the low-end of guidance was changed. Given the cautious macroenvironment and challenging supply chain, it’s not overly surprising to see the company provide a wider range of outcomes.</p><p>The stock remains down over 60% year to date has investors heavily punished the company’s heightened valuation and international exposure in a time where recession fears are rising. The stock is now trading near May 2020 levels, shortly after the pandemic began, though I believe long-term investors should still remain confident.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc8d4de31d2f2c1a50a66e8209687ea4\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>The stock has a current market cap of ~$46.3 billion and with net cash of ~8.5 billion, the company has an enterprise value of ~$37.8 billion.</p><p>According to Yahoo Finance, consensus is expecting ~$18 billion of revenue in 2023, which would imply only ~2.1x 2023 revenue multiple. At the peak, the stock was trading over 10x forward revenue, which seemed a little aggressive given the lack of profitability.</p><p>However, at just over 2x 2023 revenue, it does appear that a lot of risk is already priced in the stock. While I am not advocating for the stock to re-rate back towards 10x forward revenue, I do believe valuation could improve over time as revenue growth remains healthy and the company takes steps to improve their profitability.</p><p>Given the significant pullback year to date and positive Q1 results, I believe SE is a good investment at under $85.</p><p>I believe the biggest risk to the company is macroeconomic factors. If the global economy were to slowdown and consumer spending deteriorates, the company’s E-Commerce and Digital Financial Services segments would be negatively impacted. In addition, if the company is not able to improve user engagement within Digital Entertainment, investors may push the stock lower over time.</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>Sea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Another Strong Quarter; Profitability Could Be Turning A Corner\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-31 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.The biggest concern remains around profitability, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4515158-sea-strong-quarter-profitability-turning-corner","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2239175639","content_text":"SummarySea Limited reported a strong start to the year with revenue growing 64% yoy to $2.9 billion, quickly approaching a $15 billion run-rate level.The biggest concern remains around profitability, with adjusted EBITDA losses of $510 million, though underlying profitability seems to be improving.The 60% year-to-date pullback has caused valuation to become more attractive at just over 2x 2023 revenue.piranka/E+ via Getty ImagesSea Limited (NYSE:SE) recently reported a strong start to the year with revenue growing 64% yoy to $2.9 billion and beating expectations by $40 million. Despite a challenging macroeconomic environment, the company continues to beat revenue expectations.In addition, while adjusted EBITDA loss widened from the year ago period, it came in better than expectations. The company has a significant amount of increased expenses coming from the new headquarters project in addition to increased S&M and R&D expense. I believe investors will continue to focus on adjusted EBITDA and given the company’s growing scale, I believe profitability will improve over the coming quarters.Data by YChartsThe stock is down over 60% year to date which is largely being driven by investors focusing on higher profitability companies. With fears rising around a potential recession, investors are looking to add recession-proof positions to their portfolio, and unfortunately with over $1.5 billion of adjusted EBITDA losses likely in 2022, Sea does not currently fit into that category.However, I do believe that long-term investors will be rewarded with the stock now under $85. The last time the stock was trading at this level was in May 2020 (aside from a short period a few weeks ago), shortly after the pandemic began and E-Commerce sales significantly accelerated. The stock is still up over 50% from pre-pandemic levels, however 2022 revenue is likely to be up over 4x that of 2019, so some stock appreciation is definitely warranted.The stock is currently trading at just over 2x 2023 revenue, which appears to be a good entry point for longer-term investors. Revenue growth has significant room to go and while losses are still being generated, I would not be surprised to see profitability breakeven during late 2023 or early 2024.The 60%+ year to date pullback provides a good entry point at current valuation and longer-term investors should be willing to hold onto the stock during some volatile periods.Q1 Earnings RecapRevenue during the quarter grew an impressive 64% yoy to $2.9 billion and beat expectations by around $40 million. The company is quickly approaching a $15 billion revenue run-rate and with revenue still growing well above 50%, it’s no surprise many investors follow this name.However, what impressed me the most was the company’s continued focus and improvement on profitability. Especially during a time when investors are turning their focus towards more stable, profitable companies in fear of a potential recession, SE’s ability to demonstrate profitability improvement is paramount to a turnaround in the stock’s performance.Sea LimitedGross profit during the quarter grew 81% yoy to $1.2 billion and reflected a gross margin of 40.4%, improving quite nicely relative to 36.6% in the year ago period. To me, this demonstrates the underlying high incremental margins the company generates when at scale.Adjusted EBITDA, while still bearing the losses from their E-Commerce segment, seems to have stabilized and beat expectations. During the quarter, adjusted EBITDA loss was $510 million and while lower than the $88 million profit in the year ago period, this was well above consensus expectations for a $570 million loss. The biggest variance relative to the year-ago period was ~$525 million increase in S&M and R&D expense, which will be better utilized as the company scales.While I do believe the company will likely print several more quarters of adjusted EBITDA losses, the combination of gross margin improvement and the company gaining more scale gives me increased confidence in the longer-term profitability trajectory.Digital EntertainmentDuring the quarter, Digital Entertainment revenue grew 45% yoy to $1.1 billion and adjusted EBITDA was $431 million.While the headline numbers look strong, I believe there is more fire power to come. Quarterly active users declined 5% yoy and quarterly paying users were down 23% yoy, with management acknowledging a slowdown in user engagement.While Garena experienced headwinds in its growth post-COVID, we saw some preliminary positive effects from our efforts to improve user engagement in Free Fire. In particular, the monthly user trends for Free Fire began to show some early signs of stabilizing toward the end of the first quarter. While this is encouraging, the longer-term impact of reopening around Free Fire remains to be seen and we will continue to focus on user engagement and user base stabilization.Free Fire, the company’s self-developed global game, maintained their premium status throughout the world. While some bearish arguments focus on the company only having one global leading franchise, I believe this is more than enough for investors to remain excited about. Plus, the company continues to spend hundreds of millions of dollars each quarter in R&D, and it would not surprise me to see future game developments.Regarding Free Fire, this game continues to collect accolades throughout the world, with management noting the following:It [Free Fire] remained the most downloaded mobile game globally in the first quarter of 2022, according to data.ai3.In the same category, for Google Play, Free Fire also ranked third globally by average monthly active users in the first quarter of 2022, according to data.ai3Free Fire continued to be the highest grossing mobile game in Southeast Asia and Latin America for the first quarter of 2022, according to data.ai3 . Free Fire has maintained this leading position for the past 11 consecutive quarters in Southeast Asia and in Latin America.In the United States, Free Fire was the highest grossing mobile battle royale game for 5 consecutive quarters for the first quarter of 2022, according to data.ai3Despite the headwinds from lower user engagement, the company did increase their paying user ratio to 10.0% during the quarter, up from 8.9% in Q1-2020. I believe this remains an area of longer-term growth potential, as only 1 in 10 users is actually a paid user. This penetration is not likely to meaningfully accelerate in a short period of time, but if the company can grow users and improve their paying user ratio, this has a compounding effect towards growth.E-CommerceE-Commerce revenue grew 64% yoy to $1.5 billion, including $1.3 billion of marketplace revenue that grew 75% yoy. The strong growth during the quarter was led by a 71% growth in gross orders, reaching 1.9 billion, and GMV growing 39% yoy to $17.4 billion, both demonstrating the strong underlying demand trends within this segment.Sea LimitedNevertheless, the closely followed metric of adjusted EBITDA loss came in at $743 million, which was worse than the $413 million loss in the year ago period. However, there are a few moving pieces within E-Commerce adjusted EBITDA that should be addressed.First, gross profit margin for this segment improved yoy as the company saw faster growth of transaction-based fees and advertising income, which both carry higher profit margins.Second, the E-Commerce adjusted EBITDA loss per order (before the company’s new headquarters’ common expense) improved yoy and sequentially. In fact, Shopee is expected to achieve positive adjusted EBITDA (before headquarters’ expense) in Southeast Asia and Taiwan by this year. Even when including the costs associated with the headquarters, the company is projecting adjusted EBITDA to be positive in Southeast Asia and Taiwan by the end of next year.Finally, adjusted EBITDA loss per order was $0.40 during the quarter, which was slightly worse than the $0.38 loss per order in the year-ago period. However, this was largely due to headquarters expenses increasing by $162 million yoy, accounting for nearly 50% of the total yoy increase in adjusted EBITDA loss. Excluding this expense, adjusted EBITDA loss per order would have improved to a little over $0.30.Yes, there continues to be a lot of room for improvement, but the underlying trends are much better than they appear at face value.Digital Financial ServicesWhile revenue in this segment remains relatively small compared to Digital Entertainment and E-Commerce, revenue of $236 million grew 360% yoy and adjusted EBITDA loss improved to $125 million (compared to a loss of $153 million in the year ago period).The number of quarterly active users grew 78% yoy to 49 million with TPV for their mobile wallet growing 49% to $5.1 billion.In addition, the company noted that active users are starting to utilize multiple products/services, and a higher attach rate could ultimately lead to faster revenue growth and profitability improvement.In Indonesia, which has the most comprehensive set of products and services among our markets, over 30% of the quarterly active users have used multiple SeaMoney products or services in the first quarter of 2022.I believe this segment remains a bit of a hidden gem as revenue has not quite scaled and it still generates adjusted EBITDA losses. However, as more consumers become entrenched in E-Commerce and accustomed to using digital wallets within the SeaMoney ecosystem, I believe there remains a long runway of growth ahead.ValuationGiven continued uncertainty in the global macroenvironment, especially across the Asia-Pacific region, the company provided a wider range of their E-Commerce revenue expectations. They now expect E-Commerce revenue to be $8.5-9.1 billion (~72% growth at the midpoint), which was lowered at the low-end from the previous guidance range of $8.9-9.1 billion.While disappointed with the commentary, it’s important to note that only the low-end of guidance was changed. Given the cautious macroenvironment and challenging supply chain, it’s not overly surprising to see the company provide a wider range of outcomes.The stock remains down over 60% year to date has investors heavily punished the company’s heightened valuation and international exposure in a time where recession fears are rising. The stock is now trading near May 2020 levels, shortly after the pandemic began, though I believe long-term investors should still remain confident.Data by YChartsThe stock has a current market cap of ~$46.3 billion and with net cash of ~8.5 billion, the company has an enterprise value of ~$37.8 billion.According to Yahoo Finance, consensus is expecting ~$18 billion of revenue in 2023, which would imply only ~2.1x 2023 revenue multiple. At the peak, the stock was trading over 10x forward revenue, which seemed a little aggressive given the lack of profitability.However, at just over 2x 2023 revenue, it does appear that a lot of risk is already priced in the stock. While I am not advocating for the stock to re-rate back towards 10x forward revenue, I do believe valuation could improve over time as revenue growth remains healthy and the company takes steps to improve their profitability.Given the significant pullback year to date and positive Q1 results, I believe SE is a good investment at under $85.I believe the biggest risk to the company is macroeconomic factors. If the global economy were to slowdown and consumer spending deteriorates, the company’s E-Commerce and Digital Financial Services segments would be negatively impacted. In addition, if the company is not able to improve user engagement within Digital Entertainment, investors may push the stock lower over time.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908240015,"gmtCreate":1659398325038,"gmtModify":1705979869814,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908240015","repostId":"2256264695","repostType":4,"repost":{"id":"2256264695","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1659394545,"share":"https://ttm.financial/m/news/2256264695?lang=&edition=fundamental","pubTime":"2022-08-02 06:55","market":"us","language":"en","title":"US STOCKS-Wall Street Ends down after Biggest Month since 2020","url":"https://stock-news.laohu8.com/highlight/detail?id=2256264695","media":"Reuters","summary":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street","content":"<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends down after Biggest Month since 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\">\nUS STOCKS-Wall Street Ends down after Biggest Month since 2020\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\">2022-08-02 06:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* U.S. manufacturing sector slows modestly</p><p>* PerkinElmer rises on $2.45 billion divestment</p><p>Wall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market&#39;s biggest monthly gains in two years.</p><p>Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.</p><p>Also helped by stronger-than-expected second-quarter results, the S&amp;P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.</p><p>The S&amp;P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.</p><p>The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.</p><p>&#34;There are still a lot of questions about whether we are really out of the woods economically, and we probably aren&#39;t,&#34; said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. &#34;We&#39;re not even close on the (economic) effects of the Fed raising interest rates.&#34;</p><p>U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.</p><p>That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.</p><p>Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&amp;P 500 energy index    tumbled and was the deepest decliner among 11 sectors.</p><p>A monthly U.S. jobs report on Friday will be parsed for clues about the Fed&#39;s next moves in its fight against decades-high inflation.</p><p>The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.</p><p>Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker&#39;s inspection and modification plan to resume deliveries of 787 Dreamliners.</p><p>The S&amp;P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&amp;P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.</p><p>According to preliminary data, the S&amp;P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.</p><p>PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.</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","BK4504":"桥水持仓","DDM":"道指两倍做多ETF","XOM":"埃克森美孚","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","IVV":"标普500指数ETF","SH":"标普500反向ETF","BK4201":"综合性石油与天然气企业","BK4516":"特朗普概念","DOG":"道指反向ETF","BK4564":"太空概念","BK4187":"航天航空与国防","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4570":"地缘局势概念股","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","BK4559":"巴菲特持仓","BA":"波音","BK4550":"红杉资本持仓","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","SDS":"两倍做空标普500ETF","OEX":"标普100","QID":"纳指两倍做空ETF","BK4581":"高盛持仓"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2256264695","content_text":"* U.S. manufacturing sector slows modestly* PerkinElmer rises on $2.45 billion divestmentWall Street ended lower after a choppy session on Monday, with declines in energy companies weighing against gains in Boeing    as investors digested the U.S. stock market's biggest monthly gains in two years.Stocks gave up some of a strong rally from last week that was driven by bets the Federal Reserve may not need to be as aggressive with interest rate hikes as some had feared.Also helped by stronger-than-expected second-quarter results, the S&P 500 and the Nasdaq in July posted their biggest monthly percentage gains since 2020.The S&P 500 bounced between gains and declines on Monday as some investors became more cautious in the wake of that recent rally.The Federal Reserve says it aims to tame inflation and cool down demand with the interest rate hikes, but some investors and analysts worry that its aggressive moves could drive up unemployment and cripple the economy.\"There are still a lot of questions about whether we are really out of the woods economically, and we probably aren't,\" said Tom Martin, senior portfolio manager at GLOBALT Investments in Atlanta. \"We're not even close on the (economic) effects of the Fed raising interest rates.\"U.S. manufacturing activity slowed-less-than-expected in July, with signs that supply constraints are easing, a report showed.That data came on the heels of surveys indicating factories across Asia and Europe struggled for momentum in July as flagging global demand.Oil prices fell on demand concerns, which in turn weighed on the energy sector. The S&P 500 energy index    tumbled and was the deepest decliner among 11 sectors.A monthly U.S. jobs report on Friday will be parsed for clues about the Fed's next moves in its fight against decades-high inflation.The U.S. central bank has raised interest rates by 2.25 percentage points so far this year and has vowed to be data-driven in its approach toward future hikes.Boeing Co    gained after Reuters reported the U.S. aviation regulator approved the planemaker's inspection and modification plan to resume deliveries of 787 Dreamliners.The S&P 500 is down about 14% in 2022, however the earnings season has showed companies were far more resilient in the second quarter than estimated. Of 283 S&P 500 companies that have reported results, 78% have topped profit estimates, as per Refinitiv data. The long-term average is 66%.According to preliminary data, the S&P 500    lost 11.76 points, or 0.29%, to end at 4,118.53 points, while the Nasdaq Composite    lost 20.69 points, or 0.17%, to 12,370.00. The Dow Jones Industrial Average    fell 49.88 points, or 0.15%, to 32,795.25.PerkinElmer Inc  jumped after the medical diagnostic firm said it will sell some of its businesses along with the brand name to private equity firm New Mountain Capital for up to $2.45 billion in cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9050739094,"gmtCreate":1654237300918,"gmtModify":1676535418574,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9050739094","repostId":"2240305492","repostType":4,"repost":{"id":"2240305492","kind":"highlight","pubTimestamp":1654227926,"share":"https://ttm.financial/m/news/2240305492?lang=&edition=fundamental","pubTime":"2022-06-03 11:45","market":"us","language":"en","title":"3 Riskier Warren Buffett Stocks That Could Beat the Dow","url":"https://stock-news.laohu8.com/highlight/detail?id=2240305492","media":"Motley Fool","summary":"Warren Buffett and Berkshire Hathaway have produced better annual average returns than most broader market indexes.","content":"<html><head></head><body><p>Warren Buffett and his company <b>Berkshire Hathaway</b> (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the <b>Dow Jones Industrial Average</b>. Between 1965 and 2020, Berkshire&#39;s stock has posted an annual average return of about 20%, while the Dow has an average annual return of roughly 7.75% between 1921 and 2019.</p><p>A big part of this is due to Buffett and Berkshire&#39;s more than $350 billion stock portfolio. While some stocks like <b>Apple</b> and <b>Bank of America</b> make up a huge percentage of the portfolio and are likely ones that Buffett and Berkshire consider to be safer, there are other smaller picks in the portfolio that Buffett and Berkshire may deem to be riskier but that also have much more potential upside. Here are three riskier Buffett stocks that can beat the Dow on a long-term basis.</p><h2>1. Citigroup</h2><p>As a shareholder, I was thrilled to see Buffett and Berkshire snag shares of <b>Citigroup</b> in the first quarter of this year. The bank has struggled for years to generate the same kind of returns as its large bank peers, leading many to believe it&#39;s a value trap. Citigroup has on numerous occasions traded below its tangible book value (TBV), or net worth, over the last decade. But this is the first time Berkshire has purchased the stock since 2001, according to Securities and Exchange Commission filings.</p><p>In my view, it looks like this time may indeed be different with CEO Jane Fraser, who only took the reins of the bank about a year ago, planning major strategic changes including selling most of the bank&#39;s international consumer banking divisions, doubling down on areas of strength, and finally investing what is needed to fix regulatory issues.</p><p>The big risk here is that the transformation could still be a multi-year journey and investors are running out of patience, so there is very little margin for error and this is a stock that could continue to be a value trap. But trading at just 67% to its TBV, the stock has about 47% upside just to get back to TBV, which would still not even be considered a good valuation in today&#39;s banking industry.</p><p>Citigroup&#39;s investment banking unit, large U.S. deposit market share, and extremely global presence are certain attributes that would be difficult to replicate. The bank also has a dividend yield of roughly 3.8%, which will compensate investors nicely while they wait for the transformation plan to play out.</p><h2>2. <a href=\"https://laohu8.com/S/GOM\">Ally Financial</a></h2><p>The large digital bank and auto lender <b>Ally Financial</b> is another stock that Berkshire scooped up at the beginning of this year that has a lot of the attributes of a classic Buffett stock. Not only does Ally trade at a cheap valuation, but it also returns a good amount of capital to shareholders. Despite generating strong returns in 2021 and guiding for smaller but still impressive returns going forward, Ally only trades at about 116% to its TBV and 5.6 times forward earnings.</p><p>Ally faces a few big risks. There could be a recession sometime in the near future that makes consumers default on their loans at higher rates than management is currently anticipating. There are also concerns over what will happen to used-car prices, which have been elevated, although Ally&#39;s management team is anticipating prices to eventually come down. Higher interest rates could also raise Ally&#39;s deposit costs and cut into margins, although the bank has significantly increased its retail deposit base in recent years.</p><p>Still, if Ally can overcome some of these near-term headwinds and still generate good returns, the stock will likely get rerated. Ally also returns a lot of capital to shareholders and is planning to execute a $2 billion stock buyback plan this year alone.</p><h2>3. Nu Holdings</h2><p>Berkshire has clearly taken an interest in Latin America&#39;s growing financial sector, and with good reason given the massive potential. Last year, Berkshire invested in the Brazilian challenger bank <b>Nu Holdings</b>, which has made massive progress with its frictionless, low-fee banking experience. Nu has acquired close to 60 million customers with a low, industry-leading customer acquisition cost. Nu currently banks 33% of the adult Brazilian population and has provided millions of its customers with their first bank account or credit card. Nu is also growing in Mexico and Colombia.</p><p>The risk here is that the Latin American market can be difficult, given high levels of inflation and volatile economic conditions. Furthermore, Nu is not yet profitable and will likely face lots of competition. But the company is growing revenue significantly and after the huge sell-off of growth stocks this year, investors have the rare opportunity to buy Nu stock at a much cheaper valuation than when Buffett or Berkshire got in. Nu is a leading digital disruptor in <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world&#39;s fastest-growing regions for banking.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Riskier Warren Buffett Stocks That Could Beat the Dow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Riskier Warren Buffett Stocks That Could Beat the Dow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 11:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett and his company Berkshire Hathaway (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the Dow Jones Industrial Average. Between 1965 and...</p>\n\n<a href=\"https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗","NU":"Nu Holdings Ltd."},"source_url":"https://www.fool.com/investing/2022/06/02/riskier-warren-buffett-stocks-that-could-beat-dow/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240305492","content_text":"Warren Buffett and his company Berkshire Hathaway (BRK.A -0.73%)(BRK.B -0.63%) have a long track record of beating the broader market indexes such as the Dow Jones Industrial Average. Between 1965 and 2020, Berkshire's stock has posted an annual average return of about 20%, while the Dow has an average annual return of roughly 7.75% between 1921 and 2019.A big part of this is due to Buffett and Berkshire's more than $350 billion stock portfolio. While some stocks like Apple and Bank of America make up a huge percentage of the portfolio and are likely ones that Buffett and Berkshire consider to be safer, there are other smaller picks in the portfolio that Buffett and Berkshire may deem to be riskier but that also have much more potential upside. Here are three riskier Buffett stocks that can beat the Dow on a long-term basis.1. CitigroupAs a shareholder, I was thrilled to see Buffett and Berkshire snag shares of Citigroup in the first quarter of this year. The bank has struggled for years to generate the same kind of returns as its large bank peers, leading many to believe it's a value trap. Citigroup has on numerous occasions traded below its tangible book value (TBV), or net worth, over the last decade. But this is the first time Berkshire has purchased the stock since 2001, according to Securities and Exchange Commission filings.In my view, it looks like this time may indeed be different with CEO Jane Fraser, who only took the reins of the bank about a year ago, planning major strategic changes including selling most of the bank's international consumer banking divisions, doubling down on areas of strength, and finally investing what is needed to fix regulatory issues.The big risk here is that the transformation could still be a multi-year journey and investors are running out of patience, so there is very little margin for error and this is a stock that could continue to be a value trap. But trading at just 67% to its TBV, the stock has about 47% upside just to get back to TBV, which would still not even be considered a good valuation in today's banking industry.Citigroup's investment banking unit, large U.S. deposit market share, and extremely global presence are certain attributes that would be difficult to replicate. The bank also has a dividend yield of roughly 3.8%, which will compensate investors nicely while they wait for the transformation plan to play out.2. Ally FinancialThe large digital bank and auto lender Ally Financial is another stock that Berkshire scooped up at the beginning of this year that has a lot of the attributes of a classic Buffett stock. Not only does Ally trade at a cheap valuation, but it also returns a good amount of capital to shareholders. Despite generating strong returns in 2021 and guiding for smaller but still impressive returns going forward, Ally only trades at about 116% to its TBV and 5.6 times forward earnings.Ally faces a few big risks. There could be a recession sometime in the near future that makes consumers default on their loans at higher rates than management is currently anticipating. There are also concerns over what will happen to used-car prices, which have been elevated, although Ally's management team is anticipating prices to eventually come down. Higher interest rates could also raise Ally's deposit costs and cut into margins, although the bank has significantly increased its retail deposit base in recent years.Still, if Ally can overcome some of these near-term headwinds and still generate good returns, the stock will likely get rerated. Ally also returns a lot of capital to shareholders and is planning to execute a $2 billion stock buyback plan this year alone.3. Nu HoldingsBerkshire has clearly taken an interest in Latin America's growing financial sector, and with good reason given the massive potential. Last year, Berkshire invested in the Brazilian challenger bank Nu Holdings, which has made massive progress with its frictionless, low-fee banking experience. Nu has acquired close to 60 million customers with a low, industry-leading customer acquisition cost. Nu currently banks 33% of the adult Brazilian population and has provided millions of its customers with their first bank account or credit card. Nu is also growing in Mexico and Colombia.The risk here is that the Latin American market can be difficult, given high levels of inflation and volatile economic conditions. Furthermore, Nu is not yet profitable and will likely face lots of competition. But the company is growing revenue significantly and after the huge sell-off of growth stocks this year, investors have the rare opportunity to buy Nu stock at a much cheaper valuation than when Buffett or Berkshire got in. Nu is a leading digital disruptor in one of the world's fastest-growing regions for banking.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026430412,"gmtCreate":1653413141636,"gmtModify":1676535277043,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026430412","repostId":"2237336747","repostType":4,"repost":{"id":"2237336747","kind":"highlight","pubTimestamp":1653377404,"share":"https://ttm.financial/m/news/2237336747?lang=&edition=fundamental","pubTime":"2022-05-24 15:30","market":"us","language":"en","title":"Nvidia Stock Before Earnings: Buy or Sell?","url":"https://stock-news.laohu8.com/highlight/detail?id=2237336747","media":"Motley Fool","summary":"The graphics specialist heads into its quarterly report with a lot of uncertainty.","content":"<html><head></head><body><p><b>Nvidia</b> stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).</p><p>A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia&#39;s upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia&#39;s slip and buy the stock given its relatively attractive valuation?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d37411519d470ff3c53a15776d3013c\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Reasons to sell Nvidia stock</h2><p>Consumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.</p><p>Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won&#39;t be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia&#39;s addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.</p><p>Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia&#39;s video gaming business may be headed for a near-term slowdown.</p><p>The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company&#39;s impressive growth momentum and cause the stock to lose more ground considering its rich valuation.</p><p>Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the <b>Nasdaq-100</b>&#39;s earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.</p><h2>Reasons to buy before earnings</h2><p>Nvidia stock is expensive when compared to the index, but investors shouldn&#39;t forget that it was trading at 90 times earnings last year. What&#39;s more, Nvidia&#39;s price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.</p><p>They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia&#39;s guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.</p><p>Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia&#39;s revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.</p><p>It won&#39;t be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia&#39;s second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company&#39;s data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.</p><p>Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.</p><p>As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Before Earnings: Buy or Sell?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Before Earnings: Buy or Sell?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-24 15:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2022/05/23/nvidia-stock-before-earnings-buy-or-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237336747","content_text":"Nvidia stock has been going through a torrid time and the semiconductor giant has lost over 44% of its value since the start of the year. Investors in the stock are hoping for some relief on Wednesday when the company releases its fiscal 2023 first-quarter results (for the three months that ended on April 30).A situation involving a near-term risk in the graphics processing unit (GPU) market seems to have spooked investors going into Nvidia's upcoming quarterly report. So, should Nvidia investors jump ship before the company releases its results to avoid further potential losses? Or should savvy investors looking for a long-term growth play take advantage of Nvidia's slip and buy the stock given its relatively attractive valuation?Image source: Getty Images.Reasons to sell Nvidia stockConsumer electronics company Asus recently pointed out that the demand for graphics cards used by cryptocurrency miners is cooling down. Though the company believes that the demand for gaming GPUs continues to remain strong, Nvidia investors should be a worried lot as the chip giant has been hurt badly in the past thanks to weak cryptocurrency GPU demand.Jon Peddie Research estimates miners accounted for a quarter of GPU sales in the first half of 2021. Additionally, it won't be surprising to see preowned graphics cards used by cryptocurrency miners flood the market. Such a scenario means a nice chunk of GPU sales could disappear and shrink Nvidia's addressable market. Throw in the fact that sales of personal computers are slowing down, and it is easy to see why Nvidia is heading into its quarterly report in a challenging environment.Market research company IDC estimates sales of PCs were down 5.1% in the first quarter of 2022 following two years of solid growth. Declining PC sales would further restrict sales of graphics cards as Nvidia will have a smaller pool of customers to whom it could sell its GPUs. All of this indicates that Nvidia's video gaming business may be headed for a near-term slowdown.The company generated $12.5 billion in revenue from its gaming business in fiscal 2022, up 61% from the prior year. So, any weakness on this front could derail the company's impressive growth momentum and cause the stock to lose more ground considering its rich valuation.Nvidia stock is trading at 44 times trailing earnings, which is expensive when compared to the Nasdaq-100's earnings multiple of 26. As such, Nvidia needs to deliver a solid set of results and back it up with eye-popping guidance if it wants to turn its fortunes around on the stock market.Reasons to buy before earningsNvidia stock is expensive when compared to the index, but investors shouldn't forget that it was trading at 90 times earnings last year. What's more, Nvidia's price-to-earnings ratio is lower than its five-year average multiple of 58. So, savvy investors are getting a relatively good deal on Nvidia stock right now.They may consider grabbing this opportunity as, despite the headwinds in the gaming GPU market, Nvidia's guidance indicates that it could deliver another quarter of robust growth. The company expects to deliver $8.1 billion in fiscal Q1 revenue along with an adjusted gross margin of 67%.Nvidia had delivered $5.66 billion in revenue in the year-ago period along with an adjusted gross margin of 66.2%. So, Nvidia's revenue is expected to rise 43% year over year. Analysts expect that robust increase to translate into a year-over-year earnings increase of nearly 42% to $1.29 per share.It won't be surprising to see Nvidia back up such impressive growth with healthy guidance thanks to its fast-growing data center business, which complements the growth of the gaming segment. The data center segment was Nvidia's second-largest business in fiscal 2022 as it produced 39% of its total revenue. The company's data center revenue increased 58% last fiscal year to a record $10.6 billion. Investors can expect another solid year from the data center business thanks to the growing demand for server GPUs, which is a market Nvidia dominates.Meanwhile, the automotive business could give Nvidia another shot in the arm. The company sees a $300 billion addressable revenue opportunity in the automotive market, and the good part is that it has already started taking advantage of it. Throw in other emerging opportunities such as the metaverse, and it is easy to see that Nvidia is well placed to overcome any potential weaknesses in one part of its business thanks to the multiple opportunities it is sitting on.As such, investors looking to buy a semiconductor stock for the long run may think of buying Nvidia stock irrespective of any near-term headwinds. The stock is trading at a relatively attractive valuation now and its long-term growth story remains intact.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9053035541,"gmtCreate":1654464672983,"gmtModify":1676535449447,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;[Thinking]&nbsp;","listText":"[Thinking]&nbsp;[Thinking]&nbsp;","text":"[Thinking] [Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9053035541","repostId":"2240759268","repostType":4,"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011543820,"gmtCreate":1648891553778,"gmtModify":1676534418862,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011543820","repostId":"1196624996","repostType":4,"repost":{"id":"1196624996","kind":"news","pubTimestamp":1648883340,"share":"https://ttm.financial/m/news/1196624996?lang=&edition=fundamental","pubTime":"2022-04-02 15:09","market":"us","language":"en","title":"Toyota, GM Report Slowing U.S. Auto Sales","url":"https://stock-news.laohu8.com/highlight/detail?id=1196624996","media":"The Wall Street Journal","summary":"Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of ","content":"<html><head></head><body><p>Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what is typically a busy selling season.</p><p>Analysts are forecasting first-quarter sales for the industry could drop as much as 16% over the prior-year period, when car-lot stock was more plentiful and buyers, benefiting from a recovering economy, snatched up vehicles at a blistering pace.</p><p>Auto executives and dealers say underlying demand remains strong with most new cars and trucks sold almost as soon as they hit the lot. But supply-chain disruptions continue to weigh on factory production, limiting how fast car companies can restock dealerships and fulfill vehicle orders.</p><p>Toyota Motor Corp. held on to its U.S. sales lead over General Motors Co. in the first quarter, although both global auto-making giants reported double-digit declines in their sales results over the prior-year period.</p><p>Toyota’s U.S. sales slid nearly 15% in the just-ended quarter, while GM was down roughly 20%.</p><p>Among the other Asian car companies, Nissan Motor Co. reported a nearly 30% drop in U.S. sales for the January-to-March period. Hyundai Motor Co. said its U.S. sales were off 4% over the prior-year quarter. Honda Motor Co.’s first-quarter U.S. sales were down 23%.</p><p>Stellantis NV, the global car company that owns Jeep, Ram and other U.S. auto brands, also reported a 14% decline in U.S. sales for the quarter.</p><p>“Make no mistake, this market is stuck in low gear,” said Charlie Chesbrough, a senior economist for auto industry research firm Cox Automotive.</p><p>The global auto industry is also confronting new challenges this year with the Ukraine conflict and another wave of Covid-related factory restrictions in China threatening to worsen parts shortages for vehicle assembly lines, analysts say.</p><p>The industry’s annualized selling pace—a measure of the car market’s strength stripping out seasonal factors—is expected to slow to 12.7 million in the first quarter, according to J.D. Power. In comparison, auto makers last year sold just shy of 15 million vehicles in the U.S., the firm said, up slightly from 2020. For five straight years before the pandemic, the industry had eclipsed the mark of 17 million vehicles.</p><p>Ford Motor Co. has said it would release its sales figures Monday, while electric-car maker Tesla Inc. is expected to report its global delivery figures in the coming days.</p><p>March is typically a busy time for the auto industry, with car companies and dealerships stepping up sales promotions to entice buyers as the weather improves in many parts of the country. Last year, the industry had a blowout spring, with the selling pace approaching prepandemic levels.</p><p>Since then, obstacles have continued to mount for the car sector. A shortage of semiconductors—critical to assembly of most new vehicles today—has curtailed factory production, resulting in historically low levels of inventory on selling lots.</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>Toyota, GM Report Slowing U.S. Auto Sales</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\">\nToyota, GM Report Slowing U.S. Auto Sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-02 15:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what ...</p>\n\n<a href=\"https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","TM":"丰田汽车"},"source_url":"https://www.wsj.com/articles/car-sales-seen-sputtering-as-supply-chain-woes-hurt-production-11648805401?mod=business_lead_pos3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196624996","content_text":"Major auto makers reported a pullback in U.S. sales for the first quarter of 2022, as a shortage of vehicles on dealership lots continued to hamper business and suppress buying activity ahead of what is typically a busy selling season.Analysts are forecasting first-quarter sales for the industry could drop as much as 16% over the prior-year period, when car-lot stock was more plentiful and buyers, benefiting from a recovering economy, snatched up vehicles at a blistering pace.Auto executives and dealers say underlying demand remains strong with most new cars and trucks sold almost as soon as they hit the lot. But supply-chain disruptions continue to weigh on factory production, limiting how fast car companies can restock dealerships and fulfill vehicle orders.Toyota Motor Corp. held on to its U.S. sales lead over General Motors Co. in the first quarter, although both global auto-making giants reported double-digit declines in their sales results over the prior-year period.Toyota’s U.S. sales slid nearly 15% in the just-ended quarter, while GM was down roughly 20%.Among the other Asian car companies, Nissan Motor Co. reported a nearly 30% drop in U.S. sales for the January-to-March period. Hyundai Motor Co. said its U.S. sales were off 4% over the prior-year quarter. Honda Motor Co.’s first-quarter U.S. sales were down 23%.Stellantis NV, the global car company that owns Jeep, Ram and other U.S. auto brands, also reported a 14% decline in U.S. sales for the quarter.“Make no mistake, this market is stuck in low gear,” said Charlie Chesbrough, a senior economist for auto industry research firm Cox Automotive.The global auto industry is also confronting new challenges this year with the Ukraine conflict and another wave of Covid-related factory restrictions in China threatening to worsen parts shortages for vehicle assembly lines, analysts say.The industry’s annualized selling pace—a measure of the car market’s strength stripping out seasonal factors—is expected to slow to 12.7 million in the first quarter, according to J.D. Power. In comparison, auto makers last year sold just shy of 15 million vehicles in the U.S., the firm said, up slightly from 2020. For five straight years before the pandemic, the industry had eclipsed the mark of 17 million vehicles.Ford Motor Co. has said it would release its sales figures Monday, while electric-car maker Tesla Inc. is expected to report its global delivery figures in the coming days.March is typically a busy time for the auto industry, with car companies and dealerships stepping up sales promotions to entice buyers as the weather improves in many parts of the country. Last year, the industry had a blowout spring, with the selling pace approaching prepandemic levels.Since then, obstacles have continued to mount for the car sector. A shortage of semiconductors—critical to assembly of most new vehicles today—has curtailed factory production, resulting in historically low levels of inventory on selling lots.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9022180733,"gmtCreate":1653490683022,"gmtModify":1676535291479,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9022180733","repostId":"1154073268","repostType":4,"repost":{"id":"1154073268","kind":"news","pubTimestamp":1653484007,"share":"https://ttm.financial/m/news/1154073268?lang=&edition=fundamental","pubTime":"2022-05-25 21:06","market":"us","language":"en","title":"Palantir: Panic Time","url":"https://stock-news.laohu8.com/highlight/detail?id=1154073268","media":"seekingalpha","summary":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shor","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.</li><li>However, its prospects aren&#39;t all that bad. In fact, green shoots in its growth story are starting to show up.</li><li>The recent crash in Palantir&#39;s shares, makes it a buying opportunity.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58c58fa9a9fea9040328236b6e760355\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Michael Vi/iStock Editorial via Getty Images</span></p><p>It&#39;s hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren&#39;t all that bad. In this article, I&#39;ll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let&#39;s take a closer look at it all.</p><p><b>The Growth Trajectory</b></p><p>Let me start by saying that the market isn&#39;t entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they&#39;re now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.</p><p>Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company&#39;s management over. But Palantir&#39;s lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company&#39;s long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.</p><p>So, I empathize with investors who&#39;re questioning Palantir&#39;s management, the company&#39;s growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.</p><p>For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:</p><blockquote>I expect Palantir&#39;s government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn&#39;t won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn&#39;t announced any major order wins that would trump this decline. This suggests that Palantir&#39;s government segment will be revenue challenged in Q1.</blockquote><p>Having said that, Palantir&#39;s commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3db8ff900a490ad54ab870a3dbc14a69\" tg-width=\"841\" tg-height=\"698\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>I say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir&#39;s commercial revenue grew at just 5.2% over the said time frame. It&#39;s this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ecf49e8573de71e8733ff481c7b73761\" tg-width=\"640\" tg-height=\"423\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>We must understand that these new customers won&#39;t outrightly replace their existing systems in place. They&#39;d naturally want to test out Palantir&#39;s platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It&#39;s only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir&#39;s platforms bring along.</p><p>Secondly, as more and more commercial enterprises start to use Palantir&#39;s platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.</p><p>Third, unlike the government sector where there&#39;s a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn&#39;t involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.</p><p>So, overall, I consider Palantir&#39;s rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.</p><p><b>Deflating Stock Compensation</b></p><p>Next, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management&#39;s way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1be9a525cf8b91905c59b4294f66e355\" tg-width=\"640\" tg-height=\"359\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Palantir&#39;s stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that&#39;s not all. Per our database at Business Quant, Palantir&#39;s stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb60b913c4f6ac175eeb9de5efc36fe\" tg-width=\"424\" tg-height=\"724\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>As Palantir&#39;s shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.</p><p>So, this is another area where Palantir has shown steady improvement and it&#39;s likely to continue doing so in the foreseeable future as well.</p><p><b>Final Thoughts</b></p><p>Palantir&#39;s price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It&#39;s trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4dba7ec35cbb3ccc0d08d25b05b40cb7\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\"/><span>BusinessQuant.com</span></p><p>Besides, green shoots are starting to appear in Palantir&#39;s growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir&#39;s shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!</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>Palantir: Panic Time</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Panic Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 21:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4514017-palantir-panic-time><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are ...</p>\n\n<a href=\"https://seekingalpha.com/article/4514017-palantir-panic-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4514017-palantir-panic-time","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1154073268","content_text":"SummaryPalantir guided for a sales growth deceleration in Q2 and the Street hammered its shares shortly after.However, its prospects aren't all that bad. In fact, green shoots in its growth story are starting to show up.The recent crash in Palantir's shares, makes it a buying opportunity.Michael Vi/iStock Editorial via Getty ImagesIt's hard to think of a more controversial stock than Palantir (NYSE:PLTR). It has reported strong operational and financial results for several quarters straight, but its shares are down over 60% over the last yearnonetheless. To be fair, the Street chastised the stock over concerns regarding its growth momentum, but things aren't all that bad. In this article, I'll attempt to have a balanced discussion over why Palantir makes for a good buying opportunity on dips, in spite of the floating concerns. Let's take a closer look at it all.The Growth TrajectoryLet me start by saying that the market isn't entirely wrong by selling off Palantir. Its management had previously assured investors of their growth being at breakneck rates but they later tempered revenue growth forecasts to 30%-plus rates. Fast forward to May 2022, they're now guiding Q2 revenue to grow just 25% year over year due to the challenging macroeconomic environment. They reported flat government revenue on a sequential basis, which fuels speculation that Palantir may have hit its growth saturation point.Under normal circumstances, 20%-plus growth rates are deemed healthy and not worth chiding a company's management over. But Palantir's lowering of their growth guidance, time and again, seems like its top brass is just moving the goal post without actually delivering on its targets. It casts doubt on the company's long-term growth story and makes one wonder about how many more such downward revisions would be there in its future quarters.So, I empathize with investors who're questioning Palantir's management, the company's growth prospects and rethinking their investment thesis in the name. However, there are a couple of key takeaways from its Q2 earnings report, that nobody seems to be paying attention.For starters, the slowdown in its government revenue was expected. There were preliminary signs of its impending government revenue slowdown, about which I warned my readers in an earnings preview article published back in April (Read - Palantir: Brace For Impact). The company reported $241.8 million in government revenue in Q1 which is eerily close to my forecast of $243.4 million. From my prior article:I expect Palantir's government revenue to grow marginally on a sequential basis this time around. See, Palantir hasn't won any major contracts from the federal government during Q1 -- its new orders have actually shrunk in the said time frame. The company, also, hasn't announced any major order wins that would trump this decline. This suggests that Palantir's government segment will be revenue challenged in Q1.Having said that, Palantir's commercial segment performed rather well. Its revenue amounted to $204.5 million, which was up 136% year over year and up 5.2% sequentially. Contrary to what the bears may suggest, I believe this segment will become the leading growth catalyst for Palantir in coming quarters.BusinessQuant.comI say this because Palantir has been adding commercial customers at a rapid rate. It added 37 new commercial customers during Q1, which expanded its customer base by as much as 25% within a span of just one quarter. Bear in mind that Palantir's commercial revenue grew at just 5.2% over the said time frame. It's this disparity in revenue and customer growth rates, that offers a growth opportunity for investors.BusinessQuant.comWe must understand that these new customers won't outrightly replace their existing systems in place. They'd naturally want to test out Palantir's platform in the beginning, explore its functionality, understand its integrations with their prevalent data set and train their personnel along the way. It's only after a few quarters of extensive use, that commercial enterprises would want to ramp spending on the new workflow that Palantir's platforms bring along.Secondly, as more and more commercial enterprises start to use Palantir's platforms in their workflows and develop trust on the brand, the word of mouth will spread and Palantir is likely to win more customers along the way. In essence, I expect the successful commercial deployments to have a snowball effect for Palantir, at least in terms of customer wins.Third, unlike the government sector where there's a limited number of agencies, lots of bureaucratic hurdles and geopolitics at play, the commercial sector is fragmented and usually doesn't involve such limitations. This essentially means that Palantir can continue expanding its customer base forward as well, without hitting a saturation point anytime soon. As a reminder, the company had just 184 commercial customers at the end of Q1.So, overall, I consider Palantir's rapid commercial customer adds to be a leading indicator for an impending commercial revenue growth explosion in coming quarters.Deflating Stock CompensationNext, Palantir has been infamous for its high stock-based compensation in prior quarters. Concerned investors, bears and bag holders saw this as management's way to reward themselves for poor performance. However, the company has, once again, made steady progress on this front.BusinessQuant.comPalantir's stock-based compensation expenses declined to $149.3 million during Q1, hovering close to its all-time low. Also, note in the chart above that the figure has steadily declined over the past year and a half. But that's not all. Per our database at Business Quant, Palantir's stock compensation expenses are more or less in line with many other rapidly growing software infrastructure stocks.BusinessQuant.comAs Palantir's shares are down 60% over the past year, employee compensation in the form of stock options will become less lucrative. Its employees will suddenly feel that their pay packages are inadequate. So, to address this issue and to retain key talent, I believe Palantir will significantly cut down on its stock awards and its dilutive effects, and resort to cash-based compensation at least until its shares remain distressed.So, this is another area where Palantir has shown steady improvement and it's likely to continue doing so in the foreseeable future as well.Final ThoughtsPalantir's price action has caught many off guard, including yours truly, but the stock seems to be attractively valued after its recent crash. It's trading at 10-times its trailing twelve-month sales, which is considerably lower than many of the other rapidly growing software infrastructure stocks.BusinessQuant.comBesides, green shoots are starting to appear in Palantir's growth story, with its declining stock compensation expenses, rapid customer adds and a potential sales acceleration. So, readers and investors may want to accumulate Palantir's shares on price corrections as this panic time makes it a good buying opportunity. Good Luck!","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037392285,"gmtCreate":1648022988781,"gmtModify":1676534294013,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Surprised]&nbsp;","listText":"[Surprised]&nbsp;","text":"[Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037392285","repostId":"1131336859","repostType":4,"repost":{"id":"1131336859","kind":"news","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":1648022587,"share":"https://ttm.financial/m/news/1131336859?lang=&edition=fundamental","pubTime":"2022-03-23 16:03","market":"us","language":"en","title":"Meme Stocks Surged in Premarket Trading, with Gamestop Rising Nearly 17% and AMC Rising Over 13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131336859","media":"Tiger Newspress","summary":"Meme stocks surged in premarket trading, with Gamestop rising nearly 17% and AMC rising over 13%.Gam","content":"<html><head></head><body><p>Meme stocks surged in premarket trading, with Gamestop rising nearly 17% and AMC rising over 13%.<img src=\"https://static.tigerbbs.com/bb350945ada557eaf6af790c96cf064f\" tg-width=\"316\" tg-height=\"209\" width=\"100%\" height=\"auto\"/>Gamestop’s chairman Cohen bought another 100,000 shares of GameStop on Tuesday through his investment firm RC Ventures, according to a regulatory filing.</p><p>The billionaire investor now owns a total of 9.10 million GameStop shares, while his stake in the company has increased to 11.9%.</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>Meme Stocks Surged in Premarket Trading, with Gamestop Rising Nearly 17% and AMC Rising Over 13%</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\">\nMeme Stocks Surged in Premarket Trading, with Gamestop Rising Nearly 17% and AMC Rising Over 13%\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\">2022-03-23 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Meme stocks surged in premarket trading, with Gamestop rising nearly 17% and AMC rising over 13%.<img src=\"https://static.tigerbbs.com/bb350945ada557eaf6af790c96cf064f\" tg-width=\"316\" tg-height=\"209\" width=\"100%\" height=\"auto\"/>Gamestop’s chairman Cohen bought another 100,000 shares of GameStop on Tuesday through his investment firm RC Ventures, according to a regulatory filing.</p><p>The billionaire investor now owns a total of 9.10 million GameStop shares, while his stake in the company has increased to 11.9%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线","GME":"游戏驿站"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131336859","content_text":"Meme stocks surged in premarket trading, with Gamestop rising nearly 17% and AMC rising over 13%.Gamestop’s chairman Cohen bought another 100,000 shares of GameStop on Tuesday through his investment firm RC Ventures, according to a regulatory filing.The billionaire investor now owns a total of 9.10 million GameStop shares, while his stake in the company has increased to 11.9%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901489753,"gmtCreate":1659244621772,"gmtModify":1676536277016,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901489753","repostId":"1165172007","repostType":4,"repost":{"id":"1165172007","kind":"news","pubTimestamp":1659229304,"share":"https://ttm.financial/m/news/1165172007?lang=&edition=fundamental","pubTime":"2022-07-31 09:01","market":"hk","language":"en","title":"Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?","url":"https://stock-news.laohu8.com/highlight/detail?id=1165172007","media":"seekingalpha","summary":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba was struck by delisting fears again on July 29, as the US SEC added China&#39;s leading e-commerce player to its delisting list. As a result, BABA slumped.</li><li>However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.</li><li>We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.</li><li>Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.</li><li>Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/349a5bf19a4fd08047fdb45cb2ec1bb8\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Robert Way</span></p><p><b>Thesis</b></p><p>Alibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1&#39;23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!</p><p>In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.</p><p>Consequently, since our June article, BABA has significantly underperformed the SPDR S&amp;P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY&#39;s 11.06% gain over the same period.</p><p>The market has leveraged the recent pessimism astutely over its delisting risks and China&#39;s increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!</p><p>Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are &#34;front-running&#34; the market in anticipation of robust buying support at the current levels to appear soon.</p><p><b>Delisting And GDP Growth Target Fears!</b></p><p>BABA slumped on July 29 as the US SEC added China&#39;s e-commerce behemoth to its delisting list, which stunned the market.</p><p>However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.</p><p>Citi&#39;s (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):</p><blockquote>We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron&#39;s</blockquote><p>Notwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):</p><blockquote>On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma&#39;s decision to give up his control over Ant Group. It&#39;s hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - Bloomberg</blockquote><p>Furthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China&#39;s highest decision-making body) meeting.</p><p>The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):</p><blockquote>China&#39;s top leadership gave a downbeat assessment of economic growth but didn&#39;t announce new stimulus policies at a key meeting. It stated the country should achieve &#34;the best outcome&#34; possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of &#34;around 5.5%&#34; growth for this year that most economists think is impossible after a slump last quarter. - Bloomberg</blockquote><p><b>Investors Could Be Concerned With A Downbeat Q1 Earnings</b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d6acf7fa059008eb6e2bf0f3eef947d\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba revenue change % and adjusted EPS change % consensus estimates (S&amp;P Cap IQ)</span></p><p>As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.</p><p>The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4&#39;s 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/944e41609958c9613f4c0ec4325bb22a\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/><span>Alibaba adjusted EBITA by segment (Company filings)</span></p><p>However, we believe investors should not be stunned. There shouldn&#39;t be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba&#39;s most critical adjusted EBITA driver, as seen above.</p><p>Therefore, the current macro headwinds that have continued to impact China&#39;s consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.</p><p>Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.</p><p><b>Is BABA Stock A Buy, Sell, Or Hold?</b></p><p><i>We revise our rating on BABA from Hold to Buy.</i></p><p>We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.</p><p>While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.</p><p><i>This article was written by JR Research</i></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>Alibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?</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\">\nAlibaba: The Delisting Fears Are Back - Time To Turn Bullish Again?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-31 09:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4527781-alibaba-delisting-fears-back-time-to-turn-bullish?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Atrending_articles%7Cline%3A6","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1165172007","content_text":"SummaryAlibaba was struck by delisting fears again on July 29, as the US SEC added China's leading e-commerce player to its delisting list. As a result, BABA slumped.However, we urge investors not to overreact to such fears. Alibaba is seeking a primary listing in Hong Kong that would enable it to access capital and liquidity from Chinese investors.We also believe the recent statement by Politburo, which suggested that China could miss its 5.5% GDP growth target, could have unsettled some investors.Notwithstanding, we believe it sets up BABA very well, heading into its upcoming Q1 card on August 4.Therefore, we revise our rating from Hold to Buy. We urge investors to use the recent pessimism and add exposure, as its price action is leaning increasingly bullish.Robert WayThesisAlibaba Group Holding Limited (NYSE:BABA) is slated to report its FQ1'23 earnings release on August 4. BABA investors have been hammered (again) over the past month as the bears returned to haunt Chinese stocks. The delisting fears are back!In our June downgrade (Hold rating), we cautioned investors that we noted significant selling pressure at its critical resistance zone ($125) and urged them to avoid adding at those levels. Despite the sharp recovery from its May lows, we were concerned that the market could use the bullish sentiments in June to attract buyers into a trap before digesting those gains.Consequently, since our June article, BABA has significantly underperformed the SPDR S&P 500 ETF (SPY). As a result, it posted a return of -14.5%, against the SPY's 11.06% gain over the same period.The market has leveraged the recent pessimism astutely over its delisting risks and China's increasingly tenuous GDP growth target to shake out weak hands. As a result, the market pessimism has presented investors with another opportunity to consider adding BABA again!Therefore, we revise our rating on BABA from Hold to Buy. Notwithstanding, we caution investors that our price action analysis has yet to indicate any potential bear trap (indicating that the market decisively denied further selling downside) yet. Therefore, we are \"front-running\" the market in anticipation of robust buying support at the current levels to appear soon.Delisting And GDP Growth Target Fears!BABA slumped on July 29 as the US SEC added China's e-commerce behemoth to its delisting list, which stunned the market.However, are such headwinds new? Absolutely not. So, we urge investors not to overreact to such a move by the market to shake out weak hands. BABA got a boost recently as the company highlighted that it could seek a primary listing in Hong Kong, quelling fears of its delisting in the US. Furthermore, a primary listing in Hong Kong would enable Alibaba to leverage investors in mainland China to invest in its stock.Citi's (C) recent commentary was favorable of the move by Alibaba to seek a primary listing in Hong Kong. It emphasized (edited):We view the move as positive given the continued overhang on ADRs from the threat of delisting. A smooth transition to the new primary listing could pave the wave for other companies that already have dual listings. We view this as an important sentiment shift to attract more capital and liquidity to Alibaba and other China Internet stocks over time. - Barron'sNotwithstanding, KGI Asia (a leading Hong Kong brokerage firm) noted that the process could be more complex than what investors assessed. Accordingly, it accentuated (edited):On top of earnings concerns, there are some worries that the listing timetable for Ant might be delayed by Jack Ma's decision to give up his control over Ant Group. It's hard for A-share companies to obtain approval if there is a change in key shareholding structure within three years. - BloombergFurthermore, the market could also have been spooked by the language used by the Chinese government after its recent Politburo (China's highest decision-making body) meeting.The language in its statement suggested that China seems to be moving away from trying to maintain its 5.5% GDP growth target, which economists have emphasized for months is improbable. Bloomberg reported (edited):China's top leadership gave a downbeat assessment of economic growth but didn't announce new stimulus policies at a key meeting. It stated the country should achieve \"the best outcome\" possible for economic growth this year while sticking to a strict Covid Zero policy. There was no mention of the national economic goals as there was at the April meeting, suggesting the government is downplaying the target of \"around 5.5%\" growth for this year that most economists think is impossible after a slump last quarter. - BloombergInvestors Could Be Concerned With A Downbeat Q1 EarningsAlibaba revenue change % and adjusted EPS change % consensus estimates (S&P Cap IQ)As a result, we believe the market is attempting to de-risk its valuation of BABA, heading into its Q1 earnings.The revised consensus estimates (very bullish) suggest that Alibaba could post revenue growth of -0.9% YoY in FQ1, following Q4's 8.9% increase. However, its profitability could continue to see further headwinds, as its adjusted EPS is projected to fall by 36.7% YoY.Alibaba adjusted EBITA by segment (Company filings)However, we believe investors should not be stunned. There shouldn't be any surprises, right? Despite the growth momentum seen in Ali Cloud, commerce (physical and e-commerce) remains Alibaba's most critical adjusted EBITA driver, as seen above.Therefore, the current macro headwinds that have continued to impact China's consumer discretionary spending, coupled with the COVID lockdowns, would likely be persistent.Furthermore, the ongoing property market malaise has seen little signs of turning for the better, as homebuyers have gone on strike over making further mortgage payments on unfinished homes.Is BABA Stock A Buy, Sell, Or Hold?We revise our rating on BABA from Hold to Buy.We believe the recent pessimistic sentiments on BABA sets up the stock very nicely, heading into its Q1 card. In addition, positive commentary from management about its expected recovery from 2023 should help stabilize the stock. With a net cash position of $43.92B, Alibaba is in an enviable position to continue making strategic stock repurchases to underpin its recovery momentum moving forward.While we do not expect BABA to break below its March lows of $73, we have yet to observe constructive price structures that suggest its selling downside is facing significant buying pressure. Therefore, our Buy rating attempts to front-run the market, and investors should be ready for potential downside volatility.This article was written by JR Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9041046947,"gmtCreate":1655987999289,"gmtModify":1676535745557,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9041046947","repostId":"1198326531","repostType":4,"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9024238135,"gmtCreate":1653872708527,"gmtModify":1676535354518,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9024238135","repostId":"2239733199","repostType":4,"repost":{"id":"2239733199","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1653865624,"share":"https://ttm.financial/m/news/2239733199?lang=&edition=fundamental","pubTime":"2022-05-30 07:07","market":"us","language":"en","title":"GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2239733199","media":"Dow Jones","summary":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A h","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>GameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop, Salesforce, Netflix, Alphabet, Nvidia, and Other Stocks for Investors to Watch This Week\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\">2022-05-30 07:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nBy Nicholas Jasinski \n</pre>\n<p>\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n</p>\n<p>\n     HP and <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n</p>\n<p>\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings on Thursday. \n</p>\n<p>\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n</p>\n<p>\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n</p>\n<p>\n     Monday 5/30 \n</p>\n<p>\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n</p>\n<p>\n     Tuesday 5/31 \n</p>\n<p>\n     HP Inc. and Salesforce.com announce earnings. \n</p>\n<p>\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n</p>\n<p>\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n</p>\n<p>\n     Wednesday 6/1 \n</p>\n<p>\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n</p>\n<p>\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n</p>\n<p>\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n</p>\n<p>\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n</p>\n<p>\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n</p>\n<p>\n     Thursday 6/2 \n</p>\n<p>\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n</p>\n<p>\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n</p>\n<p>\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n</p>\n<p>\n     Friday 6/3 \n</p>\n<p>\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n</p>\n<p>\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n</p>\n<p>\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about <a href=\"https://laohu8.com/S/AONE.U\">one</a> point less than the April figure. \n</p>\n<p>\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 31, 2022 08:33 ET (12:33 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HRL":"荷美尔","LULU":"lululemon athletica","ISBC":"投资者银行","GME":"游戏驿站","NFLX":"奈飞","NVDA":"英伟达","PCAR":"帕卡","HPE":"慧与科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2239733199","content_text":"By Nicholas Jasinski \n\n\n     U.S. stock and bond markets will be closed Monday for Memorial Day. A handful of major companies report later this week, with the economic-data highlight being jobs Friday. \n\n\n     HP and Salesforce.com will report on Tuesday, followed by Chewy, GameStop, and Hewlett Packard Enterprise on Wednesday. CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta will be Thursday's earnings highlights. \n\n\n     There are also several annual shareholders meetings scheduled for this week, including Alphabet, Comcast, and Walmart on Wednesday and Netflix, Nvidia, and PayPal Holdings on Thursday. \n\n\n     It will be a busier week for economic data. Friday will bring the jobs report for May from the Bureau of Labor Statistics. Economists' average forecast is for a gain of 317,500 nonfarm payrolls and for an unemployment rate of 3.5%. \n\n\n     Other data out this week will include the Conference Board's Consumer Confidence Index for May on Tuesday, followed by the ISM's Manufacturing Purchasing Managers' Index for May on Wednesday. The Services PMI for May will be out on Friday. \n\n\n     Monday 5/30 \n\n\n     Equity and fixed-income markets are closed in observance of Memorial Day. \n\n\n     Tuesday 5/31 \n\n\n     HP Inc. and Salesforce.com announce earnings. \n\n\n     The Institute for Supply Management releases its Chicago Business Barometer for May. Consensus estimate is for a 56.8 reading, slightly higher than April's 56.4. \n\n\n     The Conference Board releases its Consumer Confidence Index for May. Economists forecast a 4.7% month-over-month decline to 102. That would be the lowest figure for the index since February 2021. Retail spending has remained robust, even as consumer confidence has waned. \n\n\n     Wednesday 6/1 \n\n\n     Chewy, GameStop, Hewlett Packard Enterprise, NetApp, and PVH release quarterly results. \n\n\n     AmerisourceBergen, LKQ, and Paccar hold investor meetings. \n\n\n     Alphabet, Comcast, NXP Semiconductors, and Walmart host their annual shareholder meetings. \n\n\n     The Bureau of Labor Statistics releases its Job Openings and Labor Turnover Survey. Expectations are for 11.4 million job openings on the last business day of April, slightly fewer than the 11.55 million in March, which was a record. The labor market remains very tight, but more and more companies have recently announced layoffs or hiring freezes. Both Amazon.com and Walmart recently said that they were overstaffed. \n\n\n     The ISM releases its Manufacturing Purchasing Managers' Index for May. Consensus estimate is for a 54.8 reading, roughly even with the April figure, which was lowest since September 2020. \n\n\n     Thursday 6/2 \n\n\n     Cooper Cos., CrowdStrike Holdings, Hormel Foods, Lululemon Athletica, and Okta hold conference calls to discuss earnings. \n\n\n     Netflix, Nvidia, and PayPal Holdings have their annual meeting of shareholders. \n\n\n     ADP releases its National Employment Report for May. Private-sector employment is expected to have increased by 350,000 jobs after a gain of 247,000 in April. The private sector has added 1.1 million net jobs since the start of the pandemic, according to ADP. \n\n\n     Friday 6/3 \n\n\n     The BLS releases the jobs report for May. The economy is expected to add 317,500 nonfarm jobs, after a gain of 428,000 in April. The unemployment rate is seen edging down from 3.6% to 3.5%, which would match a half-century low. \n\n\n     Cigna hosts its 2022 investor day in New York. The company will update its financial outlook at the meeting. \n\n\n     ISM releases its Services Purchasing Managers' Index for May. Economists forecast a 56 reading, about one point less than the April figure. \n\n\n     Write to Nicholas Jasinski at nicholas.jasinski@barrons.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 31, 2022 08:33 ET (12:33 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021434685,"gmtCreate":1653093442047,"gmtModify":1676535221813,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Sly]&nbsp;","listText":"[Sly]&nbsp;","text":"[Sly]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021434685","repostId":"2237029541","repostType":4,"repost":{"id":"2237029541","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1653087564,"share":"https://ttm.financial/m/news/2237029541?lang=&edition=fundamental","pubTime":"2022-05-21 06:59","market":"us","language":"en","title":"Wall Street Ends Mixed After Punishing Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2237029541","media":"Reuters","summary":"* Ross Stores plunges after cutting 2022 forecast* S&P 500 +0.01%, Nasdaq -0.30%, Dow +0.03%May 20 (","content":"<html><head></head><body><p>* Ross Stores plunges after cutting 2022 forecast</p><p>* S&amp;P 500 +0.01%, Nasdaq -0.30%, Dow +0.03%</p><p>May 20 (Reuters) - Wall Street ended mixed on Friday after a volatile session that saw Tesla slump and other growth stocks also lose ground.</p><p>The S&amp;P 500 and the Nasdaq logged their seventh straight week of losses, their longest losing streak since the end of the dotcom bubble in 2001.</p><p>The Dow suffered its eighth consecutive weekly decline, its longest since 1932 during the Great Depression.</p><p>Worries about surging inflation and rising interest rates have pummeled the U.S. stock market this year, with danger signals from Walmart Inc and other retailers this week adding to fears about the economy.</p><p>The S&amp;P 500 spent most of the session in negative territory and at one point was down just over 20% from its Jan. 3 record high close before ending down 18% from that level and flat for the day.</p><p>Closing down 20% from that record level would confirm the S&amp;P 500 has been in a bear market since reaching that January high, according to a common definition.</p><p>The tech-heavy Nasdaq was last down about 27% from its record close in November 2021.</p><p>Weighing heavily on the S&amp;P 500, Tesla tumbled 6.4% after Chief Executive Elon Musk denounced as &#34;utterly untrue&#34; claims in a news report that he sexually harassed a flight attendant on a private jet in 2016.</p><p>Other megacap stocks also fell, with Apple Google-owner Alphabet Inc down 1.3% and Nvidia losing 2.5%.</p><p>Shares of Deere &amp; Co dropped 14% after the heavy equipment maker posted downbeat quarterly revenue.</p><p>Pfizer rose 3.6%, helping the S&amp;P 500 avoid a loss for the day.</p><p>Recent disappointing forecasts from big retailers Walmart, Kohl&#39;s Corp and Target Inc have rattled market sentiment, adding to evidence that rising prices have started to hurt the purchasing power of U.S. consumers.</p><p>On Friday, Ross Stores plunged 22.5% after the discount apparel retailer cut its 2022 forecasts for sales and profit, while Vans brand owner VF Corp    gained 6.1% on strong 2023 revenue outlook.</p><p>Traders are pricing in 50-basis point rate hikes by the U.S. central bank in June and July.</p><p>The S&amp;P 500 edged up 0.01% to end the session at 3,901.36 points.</p><p>The Nasdaq declined 0.30% to 11,354.62 points, while the Dow Jones Industrial Average rose 0.03% to 31,261.90 points.</p><p>For the week, the S&amp;P 500 fell 3.0%, the Dow lost 2.9% and the Nasdaq declined 3.8%.</p><p>About two thirds of S&amp;P 500 stocks are down 20% or more from their 52-week highs.</p><p>Volume on U.S. exchanges was 13.0 billion shares, compared with a 13.5 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 48 new lows; the Nasdaq Composite recorded 11 new highs and 353 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Mixed After Punishing 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\">\nWall Street Ends Mixed After Punishing Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-05-21 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Ross Stores plunges after cutting 2022 forecast</p><p>* S&amp;P 500 +0.01%, Nasdaq -0.30%, Dow +0.03%</p><p>May 20 (Reuters) - Wall Street ended mixed on Friday after a volatile session that saw Tesla slump and other growth stocks also lose ground.</p><p>The S&amp;P 500 and the Nasdaq logged their seventh straight week of losses, their longest losing streak since the end of the dotcom bubble in 2001.</p><p>The Dow suffered its eighth consecutive weekly decline, its longest since 1932 during the Great Depression.</p><p>Worries about surging inflation and rising interest rates have pummeled the U.S. stock market this year, with danger signals from Walmart Inc and other retailers this week adding to fears about the economy.</p><p>The S&amp;P 500 spent most of the session in negative territory and at one point was down just over 20% from its Jan. 3 record high close before ending down 18% from that level and flat for the day.</p><p>Closing down 20% from that record level would confirm the S&amp;P 500 has been in a bear market since reaching that January high, according to a common definition.</p><p>The tech-heavy Nasdaq was last down about 27% from its record close in November 2021.</p><p>Weighing heavily on the S&amp;P 500, Tesla tumbled 6.4% after Chief Executive Elon Musk denounced as &#34;utterly untrue&#34; claims in a news report that he sexually harassed a flight attendant on a private jet in 2016.</p><p>Other megacap stocks also fell, with Apple Google-owner Alphabet Inc down 1.3% and Nvidia losing 2.5%.</p><p>Shares of Deere &amp; Co dropped 14% after the heavy equipment maker posted downbeat quarterly revenue.</p><p>Pfizer rose 3.6%, helping the S&amp;P 500 avoid a loss for the day.</p><p>Recent disappointing forecasts from big retailers Walmart, Kohl&#39;s Corp and Target Inc have rattled market sentiment, adding to evidence that rising prices have started to hurt the purchasing power of U.S. consumers.</p><p>On Friday, Ross Stores plunged 22.5% after the discount apparel retailer cut its 2022 forecasts for sales and profit, while Vans brand owner VF Corp    gained 6.1% on strong 2023 revenue outlook.</p><p>Traders are pricing in 50-basis point rate hikes by the U.S. central bank in June and July.</p><p>The S&amp;P 500 edged up 0.01% to end the session at 3,901.36 points.</p><p>The Nasdaq declined 0.30% to 11,354.62 points, while the Dow Jones Industrial Average rose 0.03% to 31,261.90 points.</p><p>For the week, the S&amp;P 500 fell 3.0%, the Dow lost 2.9% and the Nasdaq declined 3.8%.</p><p>About two thirds of S&amp;P 500 stocks are down 20% or more from their 52-week highs.</p><p>Volume on U.S. exchanges was 13.0 billion shares, compared with a 13.5 billion average over the last 20 trading days.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 1 new 52-week highs and 48 new lows; the Nasdaq Composite recorded 11 new highs and 353 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4082":"医疗保健设备","ROST":"罗斯百货有限公司","NVDA":"英伟达","BK4538":"云计算","BK4527":"明星科技股","BK4550":"红杉资本持仓",".DJI":"道琼斯","BK4503":"景林资产持仓","SDOW":"道指三倍做空ETF-ProShares",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4573":"虚拟现实","OEX":"标普100","BK4114":"综合货品商店","SSO":"两倍做多标普500ETF","QQQ":"纳指100ETF","BK4103":"百货商店","DXD":"道指两倍做空ETF","LABP":"Landos Biopharma, Inc.","BK4581":"高盛持仓","TGT":"塔吉特","KSS":"柯尔百货","SDS":"两倍做空标普500ETF","TSLA":"特斯拉","QID":"纳指两倍做空ETF","BK4202":"服装、服饰与奢侈品","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","VFC":"威富集团","PFE":"辉瑞","DJX":"1/100道琼斯","TQQQ":"纳指三倍做多ETF","SH":"标普500反向ETF","LHDX":"Lucira Health, Inc.","BK4553":"喜马拉雅资本持仓","DOG":"道指反向ETF","BK4534":"瑞士信贷持仓","BK4576":"AR","PSQ":"纳指反向ETF","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4007":"制药","APR":"Apria, Inc.","BK4196":"保健护理服务","BK4566":"资本集团","DE":"迪尔股份有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237029541","content_text":"* Ross Stores plunges after cutting 2022 forecast* S&P 500 +0.01%, Nasdaq -0.30%, Dow +0.03%May 20 (Reuters) - Wall Street ended mixed on Friday after a volatile session that saw Tesla slump and other growth stocks also lose ground.The S&P 500 and the Nasdaq logged their seventh straight week of losses, their longest losing streak since the end of the dotcom bubble in 2001.The Dow suffered its eighth consecutive weekly decline, its longest since 1932 during the Great Depression.Worries about surging inflation and rising interest rates have pummeled the U.S. stock market this year, with danger signals from Walmart Inc and other retailers this week adding to fears about the economy.The S&P 500 spent most of the session in negative territory and at one point was down just over 20% from its Jan. 3 record high close before ending down 18% from that level and flat for the day.Closing down 20% from that record level would confirm the S&P 500 has been in a bear market since reaching that January high, according to a common definition.The tech-heavy Nasdaq was last down about 27% from its record close in November 2021.Weighing heavily on the S&P 500, Tesla tumbled 6.4% after Chief Executive Elon Musk denounced as \"utterly untrue\" claims in a news report that he sexually harassed a flight attendant on a private jet in 2016.Other megacap stocks also fell, with Apple Google-owner Alphabet Inc down 1.3% and Nvidia losing 2.5%.Shares of Deere & Co dropped 14% after the heavy equipment maker posted downbeat quarterly revenue.Pfizer rose 3.6%, helping the S&P 500 avoid a loss for the day.Recent disappointing forecasts from big retailers Walmart, Kohl's Corp and Target Inc have rattled market sentiment, adding to evidence that rising prices have started to hurt the purchasing power of U.S. consumers.On Friday, Ross Stores plunged 22.5% after the discount apparel retailer cut its 2022 forecasts for sales and profit, while Vans brand owner VF Corp    gained 6.1% on strong 2023 revenue outlook.Traders are pricing in 50-basis point rate hikes by the U.S. central bank in June and July.The S&P 500 edged up 0.01% to end the session at 3,901.36 points.The Nasdaq declined 0.30% to 11,354.62 points, while the Dow Jones Industrial Average rose 0.03% to 31,261.90 points.For the week, the S&P 500 fell 3.0%, the Dow lost 2.9% and the Nasdaq declined 3.8%.About two thirds of S&P 500 stocks are down 20% or more from their 52-week highs.Volume on U.S. exchanges was 13.0 billion shares, compared with a 13.5 billion average over the last 20 trading days.Declining issues outnumbered advancing ones on the NYSE by a 1.16-to-1 ratio; on Nasdaq, a 1.24-to-1 ratio favored decliners.The S&P 500 posted 1 new 52-week highs and 48 new lows; the Nasdaq Composite recorded 11 new highs and 353 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021605790,"gmtCreate":1653038771911,"gmtModify":1676535212727,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021605790","repostId":"2236030678","repostType":4,"repost":{"id":"2236030678","kind":"highlight","pubTimestamp":1653036810,"share":"https://ttm.financial/m/news/2236030678?lang=&edition=fundamental","pubTime":"2022-05-20 16:53","market":"us","language":"en","title":"Palantir: Complete Disaster","url":"https://stock-news.laohu8.com/highlight/detail?id=2236030678","media":"Seeking Alpha","summary":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"b","content":"<html><head></head><body><p>So, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (NYSE:PLTR) stock has been a total disaster for longs. Many retail &#34;bag-holders&#34; out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.</p><p>However, <i>we were also wrong</i>, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. <i>We got that part wrong</i>.</p><p>While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader&#39;s market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?</p><p>Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.</p><p>The first option is the easiest, and perhaps a &#34;cop out&#34; for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.</p><p>The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.</p><p>The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What <a href=\"https://laohu8.com/S/AONE.U\">one</a> has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.</p><p>For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.</p><p>So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir&#39;s growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.</p><p>Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.</p><h2>Palantir&#39;s Government and Commercial sectors showing growth</h2><p>In the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.</p><p>Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.</p><p>Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.</p><p>Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management&#39;s prior guidance of 23%. This is positive.</p><h2>Palantir is slightly profitable, for now</h2><p>Despite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.</p><p>We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. While Palantir&#39;s technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this.</p><h2>Still expensive</h2><p>On the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 9X sales, the stock is much cheaper than it has ever been, but it is still not &#34;cheap&#34;. We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.</p><h2>The outlook is murky</h2><p>The biggest concern right now is not valuation. It is not dilution. It is not the &#34;overall market.&#34; The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that &#34;there is a wide range of potential upside to [the] guidance.&#34; The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.</p><h2>Take home</h2><p>The company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.</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>Palantir: Complete Disaster</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir: Complete Disaster\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4513287-palantir-complete-disaster><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4513287-palantir-complete-disaster\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4513287-palantir-complete-disaster","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2236030678","content_text":"So, Palantir Technologies Inc. (NYSE:PLTR) stock has been a total disaster for longs. Many retail \"bag-holders\" out there. And we would like to point out that we were wrong in our last column on the stock, despite making our members money. In our last column we predicted it would be emerging from the ashes and put out a profitable short-term trade recommendation in that piece. Winning.However, we were also wrong, because we thought the bottom was put in after it reset back to trade just about at its direct public offering price. We got that part wrong.While we get the win on the trade, we recognize that investors are getting creamed. Unfortunately this is a trader's market right now, and we have had a short bias the last few months, with selective long-term plays only in the most quality of names. We hate to see investors lose money, and we know it can be painful. The question is, what can we expect going forward. Is all hope lost here? We keep hearing that that technology stocks, especially those that are potential game-changing names, are on sale. But are they?Names like Palantir are indeed often extremely expensive in the early stages. You really cannot value them on an earnings basis because there are no or very little earnings. Palantir also has a massive dilution problem, which means consistent positive EPS gets kicked further down the road. We think Palantir has a lot of potential, but this market is beyond unforgiving to those companies that do not make money or have sky high valuations. It does not matter at all how much promise they have; the stocks are all down and down massively. What can you do? We think there are three possible courses of action in the disaster that has been Palantir, all of which are correct.The first option is the easiest, and perhaps a \"cop out\" for lack of a better term. But that option is to simply avoid the stock altogether in favor of deep value names offering some yield protection and are still managing to grow. We would not short down here at $7-$8, as the stock really has been pounded. The risk-reward is not favorable on a short after all of the action. So, you could do nothing and just watch it. If you own the stock, that would be a simple hold then. You could consider selling some upside calls on big bounces to lower cost basis if you choose.The second course of action is in our wheelhouse. And that is to trade the name. Right now, we think that $7 level is a buy for gains to be sold at $8-$9, maybe $10. But this market environment is not going to get any better for innovative tech in the near-term. You could then consider some put options or mild shorts if the stock does enjoy a sizable bounce from the oversold conditions.The third option is likely where a lot of readers are interested, and that is simply invest in the name, not obsess over the day-to-day tick in price. Add selectively to a well-rounded portfolio to improve cost basis, and put faith in management that it can deliver on growing the business profitably without diluting shareholders into oblivion. Right now this is a tall order for this company and management. While operationally the company is growing sufficiently, management has some credibility issues. What one has to do is determine if what the company offers will solve enough headaches for customers that eventually the growing sales turn into sustained and growing profits.For years, Palantir may lose money or breakeven. Of course, the theory goes that companies like this will lose money as they spend to attract customers and build their moat. They invest heavily in their growth while seeing revenues increase dramatically. And as we know, Palantir is seeing revenues grow tremendously.So, what is our take? We think you wait for the next down day in the stock. It has enjoyed a sizable relief bounce from the lows, but we believe the stock will retest these lows as the economy continues to worsen, rates are going up, and markets struggle. We would be both traders and investors at $7. The risk could be that Palantir's growth fades and the company never really transforms the world. New competitors could emerge. Dilution could continue so long that positive EPS becomes out of reach without future buybacks. We hate to say it but frankly, it is not uncommon for stocks in seemingly innovative companies to wither away to sub $1 then eventually delist because the company failed to grow and deliver on its plans.Although we were wrong in that bottom call, operationally we are seeing some positive signs. Internal metrics improve year-after-year for Palantir and we see no reason why the ongoing growth will not eventually lead to real profits, other than dilution. We admit and accept that so many great companies start out losing money. While the Russia/Ukraine conflict was a seemingly bullish development as it highlights a need to mine data for intelligence, some see a limited benefit for Palantir. For the long-term investor, we like a buy in this stock on weakness that sends the stock lower. While it will still be expensive, even for high growth tech, it will be much more reasonable compared to a few months ago. And it is not like the company is bleeding out and losing money hand over first. Palantir is breaking even and making some money some quarters.Palantir's Government and Commercial sectors showing growthIn the just reported quarter, performance was strong on the top line and ahead of consensus estimates. Total revenue grew 31% year-over-year to $446 million, beating estimates by almost $3 million. However, its profitability was lower than expected by $0.02, and worse, guidance was less than consensus. That crushed the stock. But that said, both segments are doing well.Palantir has two reporting segments: both the government and commercial segments. The commercial revenue stream continues to grow rapidly, while government results are likely to get a big boost following international strife. While the war in Ukraine may or may not lead to more business the company has invested in itself to grow sales. There are some concerns with backlog, but as we previously covered, Palantir has been hiring.Palantir has expanded its sales team and they have been working to secure new orders. However, the Government revenues have slowed their growth somewhat. Deceleration of revenue growth is definitely a negative for a company like this that does not enjoy high earnings. They rose 16% from last year, and the company added a total of 40 net new customers in the quarter, which is very positive, 3 on the government side and 37 on the commercial side. We think it is important to note that the commercial space is doing well. The commercial revenue is expanding rapidly, increasing 132% in 2021, and here in Q1, it rose 54% year-over-year.Palantir is seeing very positive momentum in its margins as well. Positive movement in margins is important in a software company as it really highlights strengths, or weaknesses, in the way it distributes its products. Palantir is delivering. Adjusted gross margin was 81%. Contribution margin was 57%. First quarter adjusted income from operations, excluding stock-based compensation and related employer payroll taxes was $117 million, representing an adjusted operating margin of 26%, ahead of management's prior guidance of 23%. This is positive.Palantir is slightly profitable, for nowDespite the pull back now to single-digits, the stock is actually still expensive, like so many other growth tech names. The company lost $39 million in the quarter operationally, but adjusted income from operations was $117 million. The company is still free cash flow positive. Adjusted free cash flow was $30 million for the quarter. That said, the company was profitable at a $0.02 adjusted EPS bottom line figure, but this missed estimated by $0.02, so that is a negative, and another reason the stock is down.We say the company is profitable for now for two reasons. First, there is a ton of stock based-compensation. This has been discussed in the past but we have to reiterate that we like that management has acknowledged that it is a problem. Still, it is ongoing, and every share that is issued waters down the ability to increase EPS. In short, shareholders could be diluted into losses. The second reason is that although there is growth internationally, as well as big gains in the U.S., we could see the government and companies slash spending if there is a recession. Each week, things seem to get worse in terms of how expensive things are, and corporate earnings reports continue to highlight the tremendous pressure inflation is putting on them. While Palantir's technology should help governments and businesses alike operate more efficiently, and therefore more profitably, we could see reduced spending on services like this.Still expensiveOn the valuation front, the stock is still pricey. Sure, looking at traditional price-to-earnings is futile, but if you did you would see a stock at like 50X. Very pricey. Perhaps the more appropriate measure is the price-to-sales ratio, but not only is this still very high, the market has basically said it is no longer willing to pay for sky high multiples. Keep that in mind. At 9X sales, the stock is much cheaper than it has ever been, but it is still not \"cheap\". We would highlight that the PEG ratio is reasonable and we like the cash flow metrics.The outlook is murkyThe biggest concern right now is not valuation. It is not dilution. It is not the \"overall market.\" The largest issue is a slowdown in performance. The Q2 guidance was pretty weak. The company perhaps is underpromising to overdeliver, by management guided to a base case of $470 million in revenue. This was below consensus of $484 million. However in the release management noted that \"there is a wide range of potential upside to [the] guidance.\" The one positive factor to highlight is that Palantir continues to see 30% annual revenue growth through 2025.Take homeThe company operates with no debt and has nice positive free cash flow. They are poised to benefit from strong secular trends in big data and using analytics to improve operations. In the short-term, it is painful. Long-term, minus the dilution issues, there is a lot of promise here for future profits. The customer growth is impressive as is the revenue growth. While the stock has been a disaster, man analysts have price targets implying massive upside. We continue to see ongoing rapid growth in the U.S., but do caution that a big economic slowdown could hurt government and commercial spending. All things considered, on the next drawdown we would be buyers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9021605569,"gmtCreate":1653038755351,"gmtModify":1676535212719,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Facepalm]&nbsp;","listText":"[Facepalm]&nbsp;","text":"[Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9021605569","repostId":"2236030678","repostType":4,"isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060881626,"gmtCreate":1651120721690,"gmtModify":1676534854670,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"Be careful!!&nbsp;[Bless]&nbsp;","listText":"Be careful!!&nbsp;[Bless]&nbsp;","text":"Be careful!! [Bless]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060881626","repostId":"1188662887","repostType":4,"repost":{"id":"1188662887","kind":"news","pubTimestamp":1651113201,"share":"https://ttm.financial/m/news/1188662887?lang=&edition=fundamental","pubTime":"2022-04-28 10:33","market":"us","language":"en","title":"Musk Tweets He’ll Buy Coca-Cola Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1188662887","media":"TheStreet","summary":"Elon Musk's addiction to continuous attention shows no signs of slowing down.The $Tesla(TSLA)$ CEO and the world’s richest man sent out another headline-grabbing tweet late Wednesday.Earlier this week","content":"<html><head></head><body><p>Elon Musk&#39;s addiction to continuous attention shows no signs of slowing down.</p><p>The <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO and the world’s richest man sent out another headline-grabbing tweet late Wednesday.</p><p>Earlier this week, Musk won an agreement from <a href=\"https://laohu8.com/S/TWTR\">Twitter’s </a> board for him to buy the social media company for $44 billion. The deal won the blessing of Twitter co-founder Jack Dorsey.</p><p>Since then, Musk has offered a series of controversial tweets, seemingly unable to give up the thrill of being the constant center of attention of much of the business and governmental worlds.</p><p>In particular, he’s harped on so-called freedom of speech problems at Twitter, raising concerns that he might reinstate former president Donald Trump on the platform. Trump was permanently banned from Twitter for fears he would incite even more violence in the wake of the Jan. 6, 2021 insurrection.</p><p>Five people died as a result of the violent attempt by Trump supporters to take over the capital and stop the counting of the electoral votes and Trump was impeached for a second time as a result.</p><p>Though Musk calls himself a &#34;free speech absolutist,&#34; the Supreme Court has ruled that freedom of speech protections in the constitution do not extend to &#34;yelling &#39;fire&#39; in a crowded theater.&#34;</p><p><b>Old Coke</b>?</p><p>Not content, however, Musk lobbed out another wild idea Wednesday.</p><p>What else to make of Musk’s latest tweet in which he says “Next I’m buying Coca-Cola to put the cocaine back in.”</p><p><img src=\"https://static.tigerbbs.com/6b0613746a77f511e650965d65a2463e\" tg-width=\"622\" tg-height=\"204\" width=\"100%\" height=\"auto\"/>Venerable <a href=\"https://laohu8.com/S/KO\">Coca-Cola</a> was once made using cocaine, but the drug was removed from the recipe at the beginning of the 20th century, before the drink became a global phenomenon.</p><p>Acquiring Coca-Cola would be a much bigger task for Musk than Twitter, as its market capitalization is currently about $288 billion, equivalent to Musk’s entire net worth on any given day.</p><p>There’s another wrinkle that could get in the way as well, since Coca-Cola’s largest single shareholder is Warren Buffett, who holds about 9% of the soft drink maker through his <a href=\"https://laohu8.com/S/BRK.A\">Berkshire-Hathaway </a> investment vehicle.</p><p>Buffett made his first purchases of Coca-Cola in the wake of the 1987 stock market crash and has profited handsomely over the years.</p><p>Unlike Musk, Buffett generally takes a hands off approach to any companies he buys or holds large stakes 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>Musk Tweets He’ll Buy Coca-Cola Next</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\">\nMusk Tweets He’ll Buy Coca-Cola Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-28 10:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/musk-tweets-hell-buy-coca-cola-next><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk's addiction to continuous attention shows no signs of slowing down.The Tesla CEO and the world’s richest man sent out another headline-grabbing tweet late Wednesday.Earlier this week, Musk ...</p>\n\n<a href=\"https://www.thestreet.com/investing/musk-tweets-hell-buy-coca-cola-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐","TSLA":"特斯拉"},"source_url":"https://www.thestreet.com/investing/musk-tweets-hell-buy-coca-cola-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188662887","content_text":"Elon Musk's addiction to continuous attention shows no signs of slowing down.The Tesla CEO and the world’s richest man sent out another headline-grabbing tweet late Wednesday.Earlier this week, Musk won an agreement from Twitter’s  board for him to buy the social media company for $44 billion. The deal won the blessing of Twitter co-founder Jack Dorsey.Since then, Musk has offered a series of controversial tweets, seemingly unable to give up the thrill of being the constant center of attention of much of the business and governmental worlds.In particular, he’s harped on so-called freedom of speech problems at Twitter, raising concerns that he might reinstate former president Donald Trump on the platform. Trump was permanently banned from Twitter for fears he would incite even more violence in the wake of the Jan. 6, 2021 insurrection.Five people died as a result of the violent attempt by Trump supporters to take over the capital and stop the counting of the electoral votes and Trump was impeached for a second time as a result.Though Musk calls himself a \"free speech absolutist,\" the Supreme Court has ruled that freedom of speech protections in the constitution do not extend to \"yelling 'fire' in a crowded theater.\"Old Coke?Not content, however, Musk lobbed out another wild idea Wednesday.What else to make of Musk’s latest tweet in which he says “Next I’m buying Coca-Cola to put the cocaine back in.”Venerable Coca-Cola was once made using cocaine, but the drug was removed from the recipe at the beginning of the 20th century, before the drink became a global phenomenon.Acquiring Coca-Cola would be a much bigger task for Musk than Twitter, as its market capitalization is currently about $288 billion, equivalent to Musk’s entire net worth on any given day.There’s another wrinkle that could get in the way as well, since Coca-Cola’s largest single shareholder is Warren Buffett, who holds about 9% of the soft drink maker through his Berkshire-Hathaway  investment vehicle.Buffett made his first purchases of Coca-Cola in the wake of the 1987 stock market crash and has profited handsomely over the years.Unlike Musk, Buffett generally takes a hands off approach to any companies he buys or holds large stakes in.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9037395215,"gmtCreate":1648023158073,"gmtModify":1676534294036,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","listText":"[USD]&nbsp;[USD]&nbsp;[USD]&nbsp;","text":"[USD] [USD] [USD]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9037395215","repostId":"1109883258","repostType":4,"repost":{"id":"1109883258","kind":"news","pubTimestamp":1648005907,"share":"https://ttm.financial/m/news/1109883258?lang=&edition=fundamental","pubTime":"2022-03-23 11:25","market":"us","language":"en","title":"Dear TSLA Stock Fans, Mark Your Calendars for April 7","url":"https://stock-news.laohu8.com/highlight/detail?id=1109883258","media":"InvestorPlace","summary":"GigaFest is coming soon to Austin, Texas. Here's why investors should be excited.","content":"<html><head></head><body><p>Yesterday, many eyes were on <b>Tesla</b>(NASDAQ:<b><u>TSLA</u></b>) as the company prepared to open its Berlin Gigafactory. Now, today marks company history as the electric vehicle (EV) innovator opens its Berlin doors and begins shipping EVs manufactured in Europe. Currently, TSLA stock is up. However, investors should already be looking ahead to another catalyst; Gigafactory Texas will host GigaFest on April 7, a celebration for Tesla and EV enthusiasts.</p><p>No doubt, news of the upcoming GigaFest date — combined with momentum spurred by the Berlin opening — is driving TSLA stock up today. As of this writing, shares have risen 4%. Despite some early morning turbulence, the stock now seems to be moving steadily upward. With yet another straight day of growth, TSLA is in the green by 12% for the past one month.</p><p>Here’s what investors should know moving forward.</p><p><b>What’s Happening with TSLA Stock?</b></p><p>So, what is GigaFest, the event helping drive TSLA stock up today? For anyone who wasn’t following EV news last year, it is a joint celebration inspired by a similar October 2021 event held at Tesla’s Berlin facility. The Texas GigaFest is expected to bring in some 15,000 people. Further, priority for tickets will go to Greater Austin area residents.</p><p>Originally announced in February, GigaFest has been in the works for months. For fans of EV technology, it will be an opportunity to see some of the company’s newest innovations. Attendees are likely keen to see the made-in-Texas Model Y. However,<i>InsideEVs</i> speculates that Tesla’s 4680-type cylindrical battery cells and battery pack will also be on display.</p><p>While not confirmed, it’s also likely that there will be some important names in attendance. After announcing GigaFest’s date in a tweet, CEO Elon Musk answered “Yes” when a fan asked if invitations would be issued.</p><p>Guests at today’s Berlin event included prominent officials, most notably German Chancellor Olaf Scholz. So, for the Texas event, Musk and Tesla may invite some local politicians. They may even invite U.S. Secretary of Transportation Pete Buttigieg, who recently touted the benefits of EVs after praising Tesla earlier this year.</p><p><b>What It Means</b></p><p>Of course, Tesla fans are already excited about GigaFest. Investors should be as well. As anticipation for the event continues, TSLA stock will rise on the momentum. What’s more, with the stock already on a winning streak, this new catalyst comes at an opportune time.</p><p>Tesla is rolling out EVs across multiple continents and fans are cheering. GigaFest will likely remind investors how powerful the company’s brand is. As such, investors should watch TSLA stock closely as the event nears. While much is still unknown, it will likely bring more positive momentum to Tesla shares.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dear TSLA Stock Fans, Mark Your Calendars for April 7</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\">\nDear TSLA Stock Fans, Mark Your Calendars for April 7\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-23 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/03/dear-tsla-stock-fans-mark-your-calendars-for-april-7/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Yesterday, many eyes were on Tesla(NASDAQ:TSLA) as the company prepared to open its Berlin Gigafactory. Now, today marks company history as the electric vehicle (EV) innovator opens its Berlin doors ...</p>\n\n<a href=\"https://investorplace.com/2022/03/dear-tsla-stock-fans-mark-your-calendars-for-april-7/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://investorplace.com/2022/03/dear-tsla-stock-fans-mark-your-calendars-for-april-7/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109883258","content_text":"Yesterday, many eyes were on Tesla(NASDAQ:TSLA) as the company prepared to open its Berlin Gigafactory. Now, today marks company history as the electric vehicle (EV) innovator opens its Berlin doors and begins shipping EVs manufactured in Europe. Currently, TSLA stock is up. However, investors should already be looking ahead to another catalyst; Gigafactory Texas will host GigaFest on April 7, a celebration for Tesla and EV enthusiasts.No doubt, news of the upcoming GigaFest date — combined with momentum spurred by the Berlin opening — is driving TSLA stock up today. As of this writing, shares have risen 4%. Despite some early morning turbulence, the stock now seems to be moving steadily upward. With yet another straight day of growth, TSLA is in the green by 12% for the past one month.Here’s what investors should know moving forward.What’s Happening with TSLA Stock?So, what is GigaFest, the event helping drive TSLA stock up today? For anyone who wasn’t following EV news last year, it is a joint celebration inspired by a similar October 2021 event held at Tesla’s Berlin facility. The Texas GigaFest is expected to bring in some 15,000 people. Further, priority for tickets will go to Greater Austin area residents.Originally announced in February, GigaFest has been in the works for months. For fans of EV technology, it will be an opportunity to see some of the company’s newest innovations. Attendees are likely keen to see the made-in-Texas Model Y. However,InsideEVs speculates that Tesla’s 4680-type cylindrical battery cells and battery pack will also be on display.While not confirmed, it’s also likely that there will be some important names in attendance. After announcing GigaFest’s date in a tweet, CEO Elon Musk answered “Yes” when a fan asked if invitations would be issued.Guests at today’s Berlin event included prominent officials, most notably German Chancellor Olaf Scholz. So, for the Texas event, Musk and Tesla may invite some local politicians. They may even invite U.S. Secretary of Transportation Pete Buttigieg, who recently touted the benefits of EVs after praising Tesla earlier this year.What It MeansOf course, Tesla fans are already excited about GigaFest. Investors should be as well. As anticipation for the event continues, TSLA stock will rise on the momentum. What’s more, with the stock already on a winning streak, this new catalyst comes at an opportune time.Tesla is rolling out EVs across multiple continents and fans are cheering. GigaFest will likely remind investors how powerful the company’s brand is. As such, investors should watch TSLA stock closely as the event nears. While much is still unknown, it will likely bring more positive momentum to Tesla shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035972430,"gmtCreate":1647498619354,"gmtModify":1676534237888,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035972430","repostId":"1155137082","repostType":2,"repost":{"id":"1155137082","kind":"news","pubTimestamp":1647487261,"share":"https://ttm.financial/m/news/1155137082?lang=&edition=fundamental","pubTime":"2022-03-17 11:21","market":"us","language":"en","title":"Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155137082","media":"Barrons","summary":"Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and no","content":"<html><head></head><body><p>Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday.</p><p>Berkshire Hathaway (ticker: BRK/A, BRK/B) purchased 18.1 million shares from Monday through Wednesday to bring its stake to 136.4 million shares, a 14.6% interest in Occidental Petroleum (OXY).</p><p>Berkshire, led by CEO Warren Buffett, has been on an uncharacteristically aggressive buying spree involving Occidental. Berkshire has bought more than 100 million shares since March 2. The buying has spurred speculation that Buffett may ultimately want to purchase the entire company.</p><p>Buffett, who oversees Berkshire’s $350 billion equity portfolio, normally accumulates stakes in companies quietly over time.</p><p>It’s unusual for Buffett to be so aggressive and public about his purchases. As a holder of more than 10% of Occidental, Berkshire must report any changes in its stake publicly within two business days through a Form 4 filing with the Securities and Exchange Commission. Berkshire paid in a range of about $53 to $55 a share for the latest batch of Occidental stock, which ended Wednesday at $52.99, down 2.8% on the day.</p><p>Berkshire shares hit a record Wednesday with the Class A stock ending at $504,036, up 1.2%, in the first close above the $500,000 mark. The stock stood at around $20 when Buffett took control of the company in 1965. Berkshire’s Class B shares ended at $336.11, up 1.1%.</p><p>Buffett knows Occidental well. Berkshire bought $10 billion of Occidental preferred stock paying a lush 8% dividend in 2019 when Occidental CEO Vicki Holub was seeking quick financing during a bidding war with Chevron for Anadarko Petroleum. Occidental won due in part to the Berkshire financing.</p><p>Berkshire got 83.9 million warrants to buy Occidental stock as part of that deal. They have an exercise price of $59.62 a share.</p><p>Occidental produces about 1.2 million barrels of oil equivalent daily and has been an industry leader in carbon capture. The company was burdened by high debt from its 2019 purchase of Anadarko Petroleum, but it has been rapidly paying that down thanks to the rally in energy prices. Occidental CEO Holub said in February that the company aims to get its net debt down to under $25 billion by the end of the first quarter. The shares are up from a low of under $10 in 2020.</p><p>Buffett doesn’t tend to like pricey stocks. Occidental trades for around 11 times projected 2022 earnings, but the company’s profits are highly sensitive to energy prices. He also has no qualms about owning energy companies, unlike some socially conscious investors.</p></body></html>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%</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\">\nBuffett Buys Again: Berkshire Hathaway Boosts Its Stake in Occidental Petroleum to 14.6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-17 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday....</p>\n\n<a href=\"https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OXY":"西方石油","BRK.A":"伯克希尔","BRK.B":"伯克希尔B"},"source_url":"https://www.barrons.com/articles/buffett-berkshire-hathaway-occidental-51647481982?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155137082","content_text":"Berkshire Hathaway continued to add to its large stake in Occidental Petroleum in recent days and now holds a $7.2 billion interest in the big energy company, according to a filing late Wednesday.Berkshire Hathaway (ticker: BRK/A, BRK/B) purchased 18.1 million shares from Monday through Wednesday to bring its stake to 136.4 million shares, a 14.6% interest in Occidental Petroleum (OXY).Berkshire, led by CEO Warren Buffett, has been on an uncharacteristically aggressive buying spree involving Occidental. Berkshire has bought more than 100 million shares since March 2. The buying has spurred speculation that Buffett may ultimately want to purchase the entire company.Buffett, who oversees Berkshire’s $350 billion equity portfolio, normally accumulates stakes in companies quietly over time.It’s unusual for Buffett to be so aggressive and public about his purchases. As a holder of more than 10% of Occidental, Berkshire must report any changes in its stake publicly within two business days through a Form 4 filing with the Securities and Exchange Commission. Berkshire paid in a range of about $53 to $55 a share for the latest batch of Occidental stock, which ended Wednesday at $52.99, down 2.8% on the day.Berkshire shares hit a record Wednesday with the Class A stock ending at $504,036, up 1.2%, in the first close above the $500,000 mark. The stock stood at around $20 when Buffett took control of the company in 1965. Berkshire’s Class B shares ended at $336.11, up 1.1%.Buffett knows Occidental well. Berkshire bought $10 billion of Occidental preferred stock paying a lush 8% dividend in 2019 when Occidental CEO Vicki Holub was seeking quick financing during a bidding war with Chevron for Anadarko Petroleum. Occidental won due in part to the Berkshire financing.Berkshire got 83.9 million warrants to buy Occidental stock as part of that deal. They have an exercise price of $59.62 a share.Occidental produces about 1.2 million barrels of oil equivalent daily and has been an industry leader in carbon capture. The company was burdened by high debt from its 2019 purchase of Anadarko Petroleum, but it has been rapidly paying that down thanks to the rally in energy prices. Occidental CEO Holub said in February that the company aims to get its net debt down to under $25 billion by the end of the first quarter. The shares are up from a low of under $10 in 2020.Buffett doesn’t tend to like pricey stocks. Occidental trades for around 11 times projected 2022 earnings, but the company’s profits are highly sensitive to energy prices. He also has no qualms about owning energy companies, unlike some socially conscious investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9036522285,"gmtCreate":1647146316162,"gmtModify":1676534198790,"author":{"id":"4108210557092670","authorId":"4108210557092670","name":"Stv59","avatar":"https://community-static.tradeup.com/news/38f3e680cd69f8fbdaa4ef1bff4f5405","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4108210557092670","authorIdStr":"4108210557092670"},"themes":[],"htmlText":"[Heart]&nbsp;","listText":"[Heart]&nbsp;","text":"[Heart]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9036522285","repostId":"1191877390","repostType":4,"repost":{"id":"1191877390","kind":"news","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":1646809389,"share":"https://ttm.financial/m/news/1191877390?lang=&edition=fundamental","pubTime":"2022-03-09 15:03","market":"us","language":"en","title":"U.S. Daylight Saving Time Begins on Sunday, March 13, 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1191877390","media":"Tiger Newspress","summary":"U.S. daylight saving time begins on Sunday, March13, 2022. at 2:00 a.m. The clocks will be moved for","content":"<html><head></head><body><p>U.S. daylight saving time begins on Sunday, March13, 2022. at 2:00 a.m. The clocks will be moved forward from 2:00 a.m. to 3:00 a.m.</p><p>At that time, the regular trading period of the US stock market will become 9:30 p.m. to 4:00 a.m（Beijing Time/SGT）and 00:30 p.m. to 7:00 a.m (AEDT)</p><p>Daylight saving time will end on Nov. 6 this year. The federal Energy Policy Act of 2005 decreed that standard time starts on the first Sunday of November.</p><p>In 1918, the U.S. enacted the first Daylight Saving Time law as a way to conserve fuel. It was reintroduced during World War II.</p><p>In 1973, President Nixon signed into law the Emergency Daylight Saving Time Energy Conservation Act, which made DST permanent in the U.S. This helped reduce confusion throughout the country with some regions of the U.S. participating in the practice and some regions opting out.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Daylight Saving Time Begins on Sunday, March 13, 2022</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Daylight Saving Time Begins on Sunday, March 13, 2022\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\">2022-03-09 15:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. daylight saving time begins on Sunday, March13, 2022. at 2:00 a.m. The clocks will be moved forward from 2:00 a.m. to 3:00 a.m.</p><p>At that time, the regular trading period of the US stock market will become 9:30 p.m. to 4:00 a.m（Beijing Time/SGT）and 00:30 p.m. to 7:00 a.m (AEDT)</p><p>Daylight saving time will end on Nov. 6 this year. The federal Energy Policy Act of 2005 decreed that standard time starts on the first Sunday of November.</p><p>In 1918, the U.S. enacted the first Daylight Saving Time law as a way to conserve fuel. It was reintroduced during World War II.</p><p>In 1973, President Nixon signed into law the Emergency Daylight Saving Time Energy Conservation Act, which made DST permanent in the U.S. This helped reduce confusion throughout the country with some regions of the U.S. participating in the practice and some regions opting out.</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":"1191877390","content_text":"U.S. daylight saving time begins on Sunday, March13, 2022. at 2:00 a.m. The clocks will be moved forward from 2:00 a.m. to 3:00 a.m.At that time, the regular trading period of the US stock market will become 9:30 p.m. to 4:00 a.m（Beijing Time/SGT）and 00:30 p.m. to 7:00 a.m (AEDT)Daylight saving time will end on Nov. 6 this year. The federal Energy Policy Act of 2005 decreed that standard time starts on the first Sunday of November.In 1918, the U.S. enacted the first Daylight Saving Time law as a way to conserve fuel. It was reintroduced during World War II.In 1973, President Nixon signed into law the Emergency Daylight Saving Time Energy Conservation Act, which made DST permanent in the U.S. This helped reduce confusion throughout the country with some regions of the U.S. participating in the practice and some regions opting out.","news_type":1},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}