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07-05 06:48

when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities

06-27

$Micron Technology(MU)$ should move up

06-25

$Micron Technology(MU)$

06-21

Canvas bag

06-10

Buy more on the anticipated dip after the split

2023-02-20

Secret portfolio?

3 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch

2022-11-01

👍

1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now

Go to Tiger App to see more news

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the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","listText":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","text":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324104668487720","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321410050875400,"gmtCreate":1719499482561,"gmtModify":1719499491492,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","text":"$Micron Technology(MU)$ should move 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bag","images":[{"img":"https://community-static.tradeup.com/news/479bdd62ae14b620ce3e9a5754fe3a4b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319213222993944","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":315239972315200,"gmtCreate":1717994260998,"gmtModify":1717997629733,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy more on the anticipated dip after the split","listText":"Buy more on the anticipated dip after the split","text":"Buy more on the anticipated dip after the split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315239972315200","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957903408,"gmtCreate":1676856789004,"gmtModify":1676858184710,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Secret portfolio?","listText":"Secret portfolio?","text":"Secret portfolio?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957903408","repostId":"2312234268","repostType":4,"repost":{"id":"2312234268","pubTimestamp":1676854991,"share":"https://www.laohu8.com/m/news/2312234268?lang=&edition=full","pubTime":"2023-02-20 09:03","market":"us","language":"en","title":"3 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2312234268","media":"Motley Fool","summary":"Buffett could now profit in a greater way from the AI revolution.","content":"<html><head></head><body><p>Warren Buffett owns more new stocks than you might think. Sure, he didn&#39;t initiate any new positions for <b>Berkshire Hathaway</b> in the fourth quarter of 2022. The only buying the legendary investor did in Q4 was add shares of four existing positions.</p><p>However, Buffett did indirectly buy new stakes in three companies through his &#34;secret portfolio.&#34; I&#39;m referring to purchases made by New England Asset Management (NEAM), an investment firm that&#39;s a subsidiary of Berkshire Hathaway. Here are the three new stocks added to Buffett&#39;s secret portfolio -- and which one is the best of the bunch.</p><h2>New additions</h2><p><b><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a></b> stands out as the biggest new addition for NEAM. Buffett&#39;s secret portfolio bought 330,550 shares of the retail bank in the fourth quarter of 2022. As of the end of last year, NEAM&#39;s stake in KeyCorp was worth close to $5.8 million. The current value of the holding has increased since then, however.</p><p><b>AT&amp;T</b> ranks in second place behind KeyCorp. In the fourth quarter, NEAM initiated a new position in the telecom giant, buying 271,950 shares. This position was worth slightly over $5 million as of December 31, 2022. AT&amp;T&#39;s shares have risen a little so far this year, though, making NEAM&#39;s stake worth more now.</p><p>Buffett&#39;s secret portfolio also started a new position in <b>Alphabet</b>. NEAM bought 17,100 class A shares that were worth a little over $1.5 million at the end of 2022. Even with the recent pullback for the tech stock, the value of the position is higher now than it was then.</p><p>While these three were the new stocks added to NEAM&#39;s portfolio, they weren&#39;t the only stocks the investment firm bought during the fourth quarter. NEAM also added shares to nearly one dozen existing positions, including <b>AbbVie</b>, <b>Lockheed Martin</b>, and <b>Qualcomm</b>.</p><h2>Why KeyCorp, AT&amp;T, and Alphabet?</h2><p>It might seem at least a little surprising that Buffett&#39;s secret portfolio bought shares of KeyCorp while it trimmed positions in several other bank stocks. But consumer loans increased in KeyCorp&#39;s latest quarter. Higher interest rates are also driving profits higher. In addition, KeyCorp&#39;s dividend yield of nearly 4.2% looks appealing.</p><p>One obvious draw for AT&amp;T is its juicy dividend yield of over 5.8%. The telecom company is also now leaner after spinning off satellite TV business DirectTV, divesting WarnerMedia, and selling other smaller noncore businesses. AT&amp;T could provide stable growth while paying an attractive dividend.</p><p>NEAM probably viewed last year&#39;s sell-off of Alphabet as overdone. The company&#39;s advertising revenue growth is slowing, but that&#39;s a reflection of the negative overall macroeconomic environment. Buffett&#39;s secret portfolio likely initiated a new position in Alphabet largely because of its long-term growth prospects, driven primarily by its Google Cloud unit.</p><p>Valuation was probably also a factor with all three of these stocks. KeyCorp&#39;s shares currently trade at a little over 9.6 times expected earnings. AT&amp;T is even cheaper with a forward earnings multiple of under 7.9. Alphabet might seem more expensive with shares trading at 17.6 times expected earnings. However, the company&#39;s growth opportunities make its valuation attractive.</p><h2>Best of the bunch</h2><p>All three of these recent additions to Buffett&#39;s secret portfolio could deliver solid total returns over the long run. Income investors could especially like AT&amp;T and KeyCorp. However, I think that Alphabet is the best of the bunch.</p><p>What about the threat from <b>Microsoft</b> with its integration of OpenAI&#39;s ChatGPT technology with Bing? My view is that this won&#39;t be a Google killer. Instead, I think AI will be a significant growth driver for Alphabet. The company will soon roll out its own Bard chatbot. It also has tremendous growth opportunities with Google Cloud and its famous Other Bets, notably including the Waymo self-driving-car technology unit.</p><p>Buffett still doesn&#39;t own Alphabet in Berkshire&#39;s portfolio. However, the shares owned by his secret portfolio could enable him to profit from the AI leader.</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 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch</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 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett owns more new stocks than you might think. Sure, he didn't initiate any new positions for Berkshire Hathaway in the fourth quarter of 2022. The only buying the legendary investor did in...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","T":"美国电话电报","KEY":"KeyCorp"},"source_url":"https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312234268","content_text":"Warren Buffett owns more new stocks than you might think. Sure, he didn't initiate any new positions for Berkshire Hathaway in the fourth quarter of 2022. The only buying the legendary investor did in Q4 was add shares of four existing positions.However, Buffett did indirectly buy new stakes in three companies through his \"secret portfolio.\" I'm referring to purchases made by New England Asset Management (NEAM), an investment firm that's a subsidiary of Berkshire Hathaway. Here are the three new stocks added to Buffett's secret portfolio -- and which one is the best of the bunch.New additionsKeyCorp stands out as the biggest new addition for NEAM. Buffett's secret portfolio bought 330,550 shares of the retail bank in the fourth quarter of 2022. As of the end of last year, NEAM's stake in KeyCorp was worth close to $5.8 million. The current value of the holding has increased since then, however.AT&T ranks in second place behind KeyCorp. In the fourth quarter, NEAM initiated a new position in the telecom giant, buying 271,950 shares. This position was worth slightly over $5 million as of December 31, 2022. AT&T's shares have risen a little so far this year, though, making NEAM's stake worth more now.Buffett's secret portfolio also started a new position in Alphabet. NEAM bought 17,100 class A shares that were worth a little over $1.5 million at the end of 2022. Even with the recent pullback for the tech stock, the value of the position is higher now than it was then.While these three were the new stocks added to NEAM's portfolio, they weren't the only stocks the investment firm bought during the fourth quarter. NEAM also added shares to nearly one dozen existing positions, including AbbVie, Lockheed Martin, and Qualcomm.Why KeyCorp, AT&T, and Alphabet?It might seem at least a little surprising that Buffett's secret portfolio bought shares of KeyCorp while it trimmed positions in several other bank stocks. But consumer loans increased in KeyCorp's latest quarter. Higher interest rates are also driving profits higher. In addition, KeyCorp's dividend yield of nearly 4.2% looks appealing.One obvious draw for AT&T is its juicy dividend yield of over 5.8%. The telecom company is also now leaner after spinning off satellite TV business DirectTV, divesting WarnerMedia, and selling other smaller noncore businesses. AT&T could provide stable growth while paying an attractive dividend.NEAM probably viewed last year's sell-off of Alphabet as overdone. The company's advertising revenue growth is slowing, but that's a reflection of the negative overall macroeconomic environment. Buffett's secret portfolio likely initiated a new position in Alphabet largely because of its long-term growth prospects, driven primarily by its Google Cloud unit.Valuation was probably also a factor with all three of these stocks. KeyCorp's shares currently trade at a little over 9.6 times expected earnings. AT&T is even cheaper with a forward earnings multiple of under 7.9. Alphabet might seem more expensive with shares trading at 17.6 times expected earnings. However, the company's growth opportunities make its valuation attractive.Best of the bunchAll three of these recent additions to Buffett's secret portfolio could deliver solid total returns over the long run. Income investors could especially like AT&T and KeyCorp. However, I think that Alphabet is the best of the bunch.What about the threat from Microsoft with its integration of OpenAI's ChatGPT technology with Bing? My view is that this won't be a Google killer. Instead, I think AI will be a significant growth driver for Alphabet. The company will soon roll out its own Bard chatbot. It also has tremendous growth opportunities with Google Cloud and its famous Other Bets, notably including the Waymo self-driving-car technology unit.Buffett still doesn't own Alphabet in Berkshire's portfolio. However, the shares owned by his secret portfolio could enable him to profit from the AI leader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665285705,"gmtCreate":1667308360911,"gmtModify":1676537895432,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665285705","repostId":"2279384648","repostType":4,"repost":{"id":"2279384648","pubTimestamp":1667316331,"share":"https://www.laohu8.com/m/news/2279384648?lang=&edition=full","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2279384648","media":"Motley Fool","summary":"Not even tech giants like Alphabet are immune to the economic slowdown, but that doesn't mean you should avoid them.","content":"<html><head></head><body><p>The <b>Nasdaq-100</b> index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.</p><p>Earnings season for the quarter ended Sept. 30 is now underway, and Google&#39;s trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.</p><p>Investors have sent Alphabet stock down 33% in the last 12 months, but here&#39;s why they should look beyond the company&#39;s recent struggles and focus on the long term -- there are no shortage of positives.</p><h2>The long and the shorts of YouTube</h2><p>YouTube is the world&#39;s largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.</p><p>As a result, YouTube&#39;s revenue shrank by 1.8% year over year in the third quarter. But it&#39;s not alone in this struggle, because social media companies <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a> also reported weaker-than-expected results for the period.</p><p>Here&#39;s the thing, though. YouTube released Shorts two years ago to compete with ByteDance&#39;s TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.</p><p>Shorts is accounting for more of users&#39; time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).</p><p>In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they&#39;re watching content. To summarize, investors shouldn&#39;t expect YouTube&#39;s recent financial slowdown to last forever.</p><h2>Google Cloud shines amid slowing Google Search revenue</h2><p>Google remains Alphabet&#39;s flagship brand and Search is still its core driver of advertising revenue. But for that reason, it&#39;s suffering from similar issues to YouTube on account of the broader economic slowdown.</p><p>Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet&#39;s CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year&#39;s result). That&#39;s true -- in Q3 2021, Search generated a whopping 44% growth and that would&#39;ve been very difficult to replicate amid the economic weakness at the moment.</p><p>But one area of Alphabet&#39;s business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet&#39;s total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it&#39;s an important area of focus for the company.</p><p>As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet&#39;s growth over time.</p><h2>Why Alphabet stock is a buy right now</h2><p>Alphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.</p><p>Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That&#39;s a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.</p><p>The caveat is that Alphabet&#39;s earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock&#39;s valuation based on the premise that the company will grow much more slowly going forward. But that&#39;s no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.</p><p>This year has been tough, but history shows that economic weakness doesn&#39;t last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Trillion-Dollar Growth Stock Down 33% to Buy Right 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\">\n1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279384648","content_text":"The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.Earnings season for the quarter ended Sept. 30 is now underway, and Google's trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.Investors have sent Alphabet stock down 33% in the last 12 months, but here's why they should look beyond the company's recent struggles and focus on the long term -- there are no shortage of positives.The long and the shorts of YouTubeYouTube is the world's largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.As a result, YouTube's revenue shrank by 1.8% year over year in the third quarter. But it's not alone in this struggle, because social media companies Meta Platforms and Snap also reported weaker-than-expected results for the period.Here's the thing, though. YouTube released Shorts two years ago to compete with ByteDance's TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.Shorts is accounting for more of users' time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they're watching content. To summarize, investors shouldn't expect YouTube's recent financial slowdown to last forever.Google Cloud shines amid slowing Google Search revenueGoogle remains Alphabet's flagship brand and Search is still its core driver of advertising revenue. But for that reason, it's suffering from similar issues to YouTube on account of the broader economic slowdown.Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet's CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year's result). That's true -- in Q3 2021, Search generated a whopping 44% growth and that would've been very difficult to replicate amid the economic weakness at the moment.But one area of Alphabet's business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet's total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it's an important area of focus for the company.As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet's growth over time.Why Alphabet stock is a buy right nowAlphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That's a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.The caveat is that Alphabet's earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock's valuation based on the premise that the company will grow much more slowly going forward. But that's no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.This year has been tough, but history shows that economic weakness doesn't last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":324104668487720,"gmtCreate":1720133282919,"gmtModify":1720133286773,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","listText":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities&nbsp;","text":"when the lost have been too long, waiting does not help. try to get as close to break even as possible. use the fund for other opportunities","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324104668487720","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957903408,"gmtCreate":1676856789004,"gmtModify":1676858184710,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Secret portfolio?","listText":"Secret portfolio?","text":"Secret portfolio?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957903408","repostId":"2312234268","repostType":4,"repost":{"id":"2312234268","pubTimestamp":1676854991,"share":"https://www.laohu8.com/m/news/2312234268?lang=&edition=full","pubTime":"2023-02-20 09:03","market":"us","language":"en","title":"3 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2312234268","media":"Motley Fool","summary":"Buffett could now profit in a greater way from the AI revolution.","content":"<html><head></head><body><p>Warren Buffett owns more new stocks than you might think. Sure, he didn&#39;t initiate any new positions for <b>Berkshire Hathaway</b> in the fourth quarter of 2022. The only buying the legendary investor did in Q4 was add shares of four existing positions.</p><p>However, Buffett did indirectly buy new stakes in three companies through his &#34;secret portfolio.&#34; I&#39;m referring to purchases made by New England Asset Management (NEAM), an investment firm that&#39;s a subsidiary of Berkshire Hathaway. Here are the three new stocks added to Buffett&#39;s secret portfolio -- and which one is the best of the bunch.</p><h2>New additions</h2><p><b><a href=\"https://laohu8.com/S/KEY\">KeyCorp</a></b> stands out as the biggest new addition for NEAM. Buffett&#39;s secret portfolio bought 330,550 shares of the retail bank in the fourth quarter of 2022. As of the end of last year, NEAM&#39;s stake in KeyCorp was worth close to $5.8 million. The current value of the holding has increased since then, however.</p><p><b>AT&amp;T</b> ranks in second place behind KeyCorp. In the fourth quarter, NEAM initiated a new position in the telecom giant, buying 271,950 shares. This position was worth slightly over $5 million as of December 31, 2022. AT&amp;T&#39;s shares have risen a little so far this year, though, making NEAM&#39;s stake worth more now.</p><p>Buffett&#39;s secret portfolio also started a new position in <b>Alphabet</b>. NEAM bought 17,100 class A shares that were worth a little over $1.5 million at the end of 2022. Even with the recent pullback for the tech stock, the value of the position is higher now than it was then.</p><p>While these three were the new stocks added to NEAM&#39;s portfolio, they weren&#39;t the only stocks the investment firm bought during the fourth quarter. NEAM also added shares to nearly one dozen existing positions, including <b>AbbVie</b>, <b>Lockheed Martin</b>, and <b>Qualcomm</b>.</p><h2>Why KeyCorp, AT&amp;T, and Alphabet?</h2><p>It might seem at least a little surprising that Buffett&#39;s secret portfolio bought shares of KeyCorp while it trimmed positions in several other bank stocks. But consumer loans increased in KeyCorp&#39;s latest quarter. Higher interest rates are also driving profits higher. In addition, KeyCorp&#39;s dividend yield of nearly 4.2% looks appealing.</p><p>One obvious draw for AT&amp;T is its juicy dividend yield of over 5.8%. The telecom company is also now leaner after spinning off satellite TV business DirectTV, divesting WarnerMedia, and selling other smaller noncore businesses. AT&amp;T could provide stable growth while paying an attractive dividend.</p><p>NEAM probably viewed last year&#39;s sell-off of Alphabet as overdone. The company&#39;s advertising revenue growth is slowing, but that&#39;s a reflection of the negative overall macroeconomic environment. Buffett&#39;s secret portfolio likely initiated a new position in Alphabet largely because of its long-term growth prospects, driven primarily by its Google Cloud unit.</p><p>Valuation was probably also a factor with all three of these stocks. KeyCorp&#39;s shares currently trade at a little over 9.6 times expected earnings. AT&amp;T is even cheaper with a forward earnings multiple of under 7.9. Alphabet might seem more expensive with shares trading at 17.6 times expected earnings. However, the company&#39;s growth opportunities make its valuation attractive.</p><h2>Best of the bunch</h2><p>All three of these recent additions to Buffett&#39;s secret portfolio could deliver solid total returns over the long run. Income investors could especially like AT&amp;T and KeyCorp. However, I think that Alphabet is the best of the bunch.</p><p>What about the threat from <b>Microsoft</b> with its integration of OpenAI&#39;s ChatGPT technology with Bing? My view is that this won&#39;t be a Google killer. Instead, I think AI will be a significant growth driver for Alphabet. The company will soon roll out its own Bard chatbot. It also has tremendous growth opportunities with Google Cloud and its famous Other Bets, notably including the Waymo self-driving-car technology unit.</p><p>Buffett still doesn&#39;t own Alphabet in Berkshire&#39;s portfolio. However, the shares owned by his secret portfolio could enable him to profit from the AI leader.</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 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch</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 New Stocks Added to Warren Buffett's Secret Portfolio: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-20 09:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett owns more new stocks than you might think. Sure, he didn't initiate any new positions for Berkshire Hathaway in the fourth quarter of 2022. The only buying the legendary investor did in...</p>\n\n<a href=\"https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","T":"美国电话电报","KEY":"KeyCorp"},"source_url":"https://www.fool.com/investing/2023/02/17/3-new-stocks-added-to-warren-buffetts-secret-portf/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2312234268","content_text":"Warren Buffett owns more new stocks than you might think. Sure, he didn't initiate any new positions for Berkshire Hathaway in the fourth quarter of 2022. The only buying the legendary investor did in Q4 was add shares of four existing positions.However, Buffett did indirectly buy new stakes in three companies through his \"secret portfolio.\" I'm referring to purchases made by New England Asset Management (NEAM), an investment firm that's a subsidiary of Berkshire Hathaway. Here are the three new stocks added to Buffett's secret portfolio -- and which one is the best of the bunch.New additionsKeyCorp stands out as the biggest new addition for NEAM. Buffett's secret portfolio bought 330,550 shares of the retail bank in the fourth quarter of 2022. As of the end of last year, NEAM's stake in KeyCorp was worth close to $5.8 million. The current value of the holding has increased since then, however.AT&T ranks in second place behind KeyCorp. In the fourth quarter, NEAM initiated a new position in the telecom giant, buying 271,950 shares. This position was worth slightly over $5 million as of December 31, 2022. AT&T's shares have risen a little so far this year, though, making NEAM's stake worth more now.Buffett's secret portfolio also started a new position in Alphabet. NEAM bought 17,100 class A shares that were worth a little over $1.5 million at the end of 2022. Even with the recent pullback for the tech stock, the value of the position is higher now than it was then.While these three were the new stocks added to NEAM's portfolio, they weren't the only stocks the investment firm bought during the fourth quarter. NEAM also added shares to nearly one dozen existing positions, including AbbVie, Lockheed Martin, and Qualcomm.Why KeyCorp, AT&T, and Alphabet?It might seem at least a little surprising that Buffett's secret portfolio bought shares of KeyCorp while it trimmed positions in several other bank stocks. But consumer loans increased in KeyCorp's latest quarter. Higher interest rates are also driving profits higher. In addition, KeyCorp's dividend yield of nearly 4.2% looks appealing.One obvious draw for AT&T is its juicy dividend yield of over 5.8%. The telecom company is also now leaner after spinning off satellite TV business DirectTV, divesting WarnerMedia, and selling other smaller noncore businesses. AT&T could provide stable growth while paying an attractive dividend.NEAM probably viewed last year's sell-off of Alphabet as overdone. The company's advertising revenue growth is slowing, but that's a reflection of the negative overall macroeconomic environment. Buffett's secret portfolio likely initiated a new position in Alphabet largely because of its long-term growth prospects, driven primarily by its Google Cloud unit.Valuation was probably also a factor with all three of these stocks. KeyCorp's shares currently trade at a little over 9.6 times expected earnings. AT&T is even cheaper with a forward earnings multiple of under 7.9. Alphabet might seem more expensive with shares trading at 17.6 times expected earnings. However, the company's growth opportunities make its valuation attractive.Best of the bunchAll three of these recent additions to Buffett's secret portfolio could deliver solid total returns over the long run. Income investors could especially like AT&T and KeyCorp. However, I think that Alphabet is the best of the bunch.What about the threat from Microsoft with its integration of OpenAI's ChatGPT technology with Bing? My view is that this won't be a Google killer. Instead, I think AI will be a significant growth driver for Alphabet. The company will soon roll out its own Bard chatbot. It also has tremendous growth opportunities with Google Cloud and its famous Other Bets, notably including the Waymo self-driving-car technology unit.Buffett still doesn't own Alphabet in Berkshire's portfolio. However, the shares owned by his secret portfolio could enable him to profit from the AI leader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665285705,"gmtCreate":1667308360911,"gmtModify":1676537895432,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665285705","repostId":"2279384648","repostType":4,"repost":{"id":"2279384648","pubTimestamp":1667316331,"share":"https://www.laohu8.com/m/news/2279384648?lang=&edition=full","pubTime":"2022-11-01 23:25","market":"us","language":"en","title":"1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2279384648","media":"Motley Fool","summary":"Not even tech giants like Alphabet are immune to the economic slowdown, but that doesn't mean you should avoid them.","content":"<html><head></head><body><p>The <b>Nasdaq-100</b> index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.</p><p>Earnings season for the quarter ended Sept. 30 is now underway, and Google&#39;s trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.</p><p>Investors have sent Alphabet stock down 33% in the last 12 months, but here&#39;s why they should look beyond the company&#39;s recent struggles and focus on the long term -- there are no shortage of positives.</p><h2>The long and the shorts of YouTube</h2><p>YouTube is the world&#39;s largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.</p><p>As a result, YouTube&#39;s revenue shrank by 1.8% year over year in the third quarter. But it&#39;s not alone in this struggle, because social media companies <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and <a href=\"https://laohu8.com/S/SNAP\">Snap</a> also reported weaker-than-expected results for the period.</p><p>Here&#39;s the thing, though. YouTube released Shorts two years ago to compete with ByteDance&#39;s TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.</p><p>Shorts is accounting for more of users&#39; time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).</p><p>In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they&#39;re watching content. To summarize, investors shouldn&#39;t expect YouTube&#39;s recent financial slowdown to last forever.</p><h2>Google Cloud shines amid slowing Google Search revenue</h2><p>Google remains Alphabet&#39;s flagship brand and Search is still its core driver of advertising revenue. But for that reason, it&#39;s suffering from similar issues to YouTube on account of the broader economic slowdown.</p><p>Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet&#39;s CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year&#39;s result). That&#39;s true -- in Q3 2021, Search generated a whopping 44% growth and that would&#39;ve been very difficult to replicate amid the economic weakness at the moment.</p><p>But one area of Alphabet&#39;s business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet&#39;s total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it&#39;s an important area of focus for the company.</p><p>As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet&#39;s growth over time.</p><h2>Why Alphabet stock is a buy right now</h2><p>Alphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.</p><p>Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That&#39;s a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.</p><p>The caveat is that Alphabet&#39;s earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock&#39;s valuation based on the premise that the company will grow much more slowly going forward. But that&#39;s no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.</p><p>This year has been tough, but history shows that economic weakness doesn&#39;t last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>1 Trillion-Dollar Growth Stock Down 33% to Buy Right 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\">\n1 Trillion-Dollar Growth Stock Down 33% to Buy Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.fool.com/investing/2022/10/31/1-trillion-dollar-growth-stock-down-33-to-buy-righ/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279384648","content_text":"The Nasdaq-100 index is trading firmly in bear market territory with a year-to-date loss of 30%, so the financial results of the largest technology companies are extremely important to watch at the moment.Earnings season for the quarter ended Sept. 30 is now underway, and Google's trillion-dollar parent, Alphabet, released its results last week. It revealed a clear slowdown in the most fundamental parts of its business, but the fast-growing Google Cloud was a bright spot once again.Investors have sent Alphabet stock down 33% in the last 12 months, but here's why they should look beyond the company's recent struggles and focus on the long term -- there are no shortage of positives.The long and the shorts of YouTubeYouTube is the world's largest online video platform, and in September, it actually led TV streaming viewership in the U.S. for the first time ever. But YouTube generates revenue through advertising, and since the global economy is currently grappling with a slowdown from high inflation and rising interest rates, businesses have trimmed their marketing budgets.As a result, YouTube's revenue shrank by 1.8% year over year in the third quarter. But it's not alone in this struggle, because social media companies Meta Platforms and Snap also reported weaker-than-expected results for the period.Here's the thing, though. YouTube released Shorts two years ago to compete with ByteDance's TikTok, the short-form video king. Shorts is already succeeding having amassed 1.5 billion monthly active users with 30 billion daily views on average, placing it on par with its fierce new rival based on publicly available data.Shorts is accounting for more of users' time spent on YouTube, but short-form content monetizes at a lower rate than longer videos, which is creating a revenue headwind for Alphabet. Put simply, users prefer Shorts, but the format makes less money for the company. Alphabet is exploring new strategies to fix that problem, including a revenue-sharing arrangement with creators from 2023 that will encourage more premium content (which, in turn, is more attractive for advertisers).In addition, social shopping could be a major revenue opportunity for YouTube overall. Creators will be able to tag products in their videos, which will enable viewers to make purchases while they're watching content. To summarize, investors shouldn't expect YouTube's recent financial slowdown to last forever.Google Cloud shines amid slowing Google Search revenueGoogle remains Alphabet's flagship brand and Search is still its core driver of advertising revenue. But for that reason, it's suffering from similar issues to YouTube on account of the broader economic slowdown.Search generated $39.5 billion in revenue during Q3, a modest increase of 4.2% year over year. Alphabet's CFO, Ruth Porat, remarked that the slow growth rate was partly attributable to an incredibly strong comparable (last year's result). That's true -- in Q3 2021, Search generated a whopping 44% growth and that would've been very difficult to replicate amid the economic weakness at the moment.But one area of Alphabet's business that outperformed was Google Cloud, with sales soaring by 37%. It marked an acceleration from its second-quarter growth rate of 35%, and while it only made up about one-tenth of Alphabet's total Q3 revenue, the cloud industry is on track to be a $1.5 trillion opportunity by 2030, so it's an important area of focus for the company.As more businesses migrate their operations online, they will require more of the services provided by Google Cloud, including data storage and analysis, software development tools, cybersecurity, plus a range of artificial intelligence and machine learning applications. Thus, Google Cloud will become increasingly critical to Alphabet's growth over time.Why Alphabet stock is a buy right nowAlphabet stock fell by more than 9% the day after the company released its Q3 earnings report, and it has now lost 33% of its value in the last 12 months.Alphabet has posted earnings per share of $5.03 over the last four quarters, placing its stock at a price-to-earnings ratio of just 18.7. That's a 19% discount to the Nasdaq-100 index, which trades at a ratio of 23. It implies Alphabet stock will have to rise by approximately 23% just to trade in line with its peers in the technology sector.The caveat is that Alphabet's earnings have shrunk in every quarter of 2022 so far (year over year), so investors have crushed the stock's valuation based on the premise that the company will grow much more slowly going forward. But that's no certainty. Alphabet has a suite of incredible businesses -- Google consistently maintains a market share above 90% in the search industry, Google Cloud is growing rapidly, and YouTube has an incredible opportunity in its new Shorts format for both advertising and social shopping.This year has been tough, but history shows that economic weakness doesn't last forever. When the economy bounces back, investors might be glad they bought Alphabet stock right here on the dip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321410050875400,"gmtCreate":1719499482561,"gmtModify":1719499491492,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> should move up","text":"$Micron Technology(MU)$ should move up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321410050875400","isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320737515852072,"gmtCreate":1719327033045,"gmtModify":1719395003621,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320737515852072","isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319213222993944,"gmtCreate":1718946472165,"gmtModify":1718948534048,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Canvas bag","listText":"Canvas bag","text":"Canvas bag","images":[{"img":"https://community-static.tradeup.com/news/479bdd62ae14b620ce3e9a5754fe3a4b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319213222993944","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":315239972315200,"gmtCreate":1717994260998,"gmtModify":1717997629733,"author":{"id":"4113434525892692","authorId":"4113434525892692","name":"Superia","avatar":"https://community-static.tradeup.com/news/b2ff3d48580dd9f5f478309f2e089209","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Buy more on the anticipated dip after the split","listText":"Buy more on the anticipated dip after the split","text":"Buy more on the anticipated dip after the split","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/315239972315200","isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}