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2022-09-21

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Tesla: A New Problem Is Emerging

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Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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>Tesla: A New Problem Is Emerging</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\">\nTesla: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">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://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911821736,"gmtCreate":1664176657426,"gmtModify":1676537403451,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9911821736","repostId":"2270760354","repostType":4,"repost":{"id":"2270760354","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":1664147164,"share":"https://www.laohu8.com/m/news/2270760354?lang=&edition=full","pubTime":"2022-09-26 07:06","market":"us","language":"en","title":"Nike, Micron, Porsche, Intuit, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2270760354","media":"Dow Jones","summary":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid Octo","content":"<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</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>Nike, Micron, Porsche, Intuit, 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\">\nNike, Micron, Porsche, Intuit, 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\">2022-09-26 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4528":"SaaS概念","POAHY":"Porsche Automobile Holding SE","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","ISBC":"投资者银行","BK4146":"鞋类","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4558":"双十一","BK4566":"资本集团","VMC":"火神材料","NKE":"耐克","INTU":"财捷","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","DRE":"杜克房地产","BK4581":"高盛持仓","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270760354","content_text":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve's preferred inflation measure.Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. Duke Realty and Prologis shareholders will vote on the companies' proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.Economic data out this week will include the Census Bureau's durable goods report for August and the Conference Board's Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.Other data out this week pertains to the U.S. housing market, including the Census Bureau's new home sales data for August and S&P CoreLogic's Case-Shiller National Home Price Index for July on Tuesday.Monday 9/26The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July's 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.Tuesday 9/27The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year's low in July but is well off its recent peak from last summer.S&P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a \"correction\" and that property prices \"were going up at an unsustainably fast level.\"Wednesday 9/28Cintas and Paychex report quarterly results.Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.Thursday 9/29CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.Intuit and Vulcan Materials host their 2022 investor days.Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.Friday 9/30The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed's favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911902292,"gmtCreate":1664104900316,"gmtModify":1676537391052,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9911902292","repostId":"2269494309","repostType":4,"repost":{"id":"2269494309","pubTimestamp":1664085642,"share":"https://www.laohu8.com/m/news/2269494309?lang=&edition=full","pubTime":"2022-09-25 14:00","market":"us","language":"en","title":"Google: Here's The Worst Case Scenario","url":"https://stock-news.laohu8.com/highlight/detail?id=2269494309","media":"seekingalpha","summary":"I've previously written a number of articles discussing the resiliency of Alphabet's (NASDAQ:GOOG) (","content":"<html><head></head><body><p>I&#39;ve previously written a number of articles discussing the resiliency of Alphabet&#39;s (NASDAQ:GOOG) (NASDAQ:GOOGL) business during a recession and why investors should not worry about the search engine giant however depressing the current macro narrative may be. Having repeatedly received questions as to what exactly will happen to shares of Google in a recession, I&#39;ve decided to come up with an analysis of an absolute worst case scenario for 2023.</p><h2>Digital advertising in 2022</h2><p>It&#39;s important to first understand the state of the digital advertising sector to get a sense of how things are progressing in a post-Covid environment. While all players in the space saw positive top-line growth in 1Q22, challenges began to surface in Q2 as companies lapped tough 2021 comps. More importantly, the outlook provided by most management teams was frankly terrifying.</p><p></p><p><img src=\"https://static.tigerbbs.com/d88511c646d4175530a996f92cfa8a85\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Company, consensus estimates, Albert Lin</p><p></p><p>Meta (META), the largest social media platform in the world, reported negative revenue growth in Q2 and provided Q3 revenue guidance that was 10% below Street estimates as management pointed to worsening macro conditions. Snap&#39;s (SNAP) revenue growth fell off a cliff in Q2 as CEO Spiegel cited a challenging macro from inflation to the Russia-Ukraine crisis and did not provide Q3 guidance. While Roku&#39;s (ROKU) ad revenue grew 26% in Q2, guidance for the current quarter was &gt;20% below consensus as the team blamed on a weak scatter market and subsequently canceled its full year 2022 outlook. The Trade Desk (TTD) was a blossom in the dessert with 30% growth in Q2 and a beat in Q3 guide was a major surprise to the Street, but that doesn&#39;t make Q4 any more predictable given the current economic outlook.</p><p>On the bottom end of the marketing funnel where advertisers are more focused on conversion over impression, Amazon Advertising (AMZN) proved to be highly resilient as consumers are literally standing in front of sellers on the e-commerce site. As much of a giant as Google is, Q2 Search revenue still grew 14% following 24% in Q1. Predicting 2H22 growth was a difficult exercise for analysts as management didn&#39;t provide quantitative guides, so the Street isn&#39;t getting its hopes up as Search revenue grew 44%/36% in 3Q/4Q21.</p><p>In short, what one can easily conclude for the digital advertising space (as well as for most industries) is that winter is here, and the setup for 2023 doesn&#39;t look so good as the economy is heading into a recession if not already in one. The question now becomes: what will Google look like in a 2023 recession?</p><h2>Coming up with the worst case scenario</h2><p>While there are no perfect methods to accurately forecast Google&#39;s top and bottom line in a recession (since we have no idea how bad things will be), we can first borrow from history that Google obviously experienced a meaningful decline in revenue growth during the 2008 Global Financial Crisis driven by indiscriminate mortgage lending in the United States of America. Throughout the crisis, Google saw its quarterly revenue growth decelerate materially from +42% in 1Q08 to +18% in 4Q08 and eventually bottomed out at +3% in 2Q09 before re-accelerating to +7% in 3Q09 and +17% 4Q09. For the entire 2008 and 2009, however, revenue still grew 9% and 8%, a highly respectable feat as the world was literally falling apart.</p><p></p><p><img src=\"https://static.tigerbbs.com/762c70d4d4202f1382880c6c8ff279e2\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Company data, Albert Lin</p><p>As bleak as things were, what was frankly a positive surprise to investors was that Google was able to protect its operating margin by containing costs throughout the global recession. While year-over-year top-line growth slowed from over 40% to single digits, changes in operating expenses were largely in line with revenue. OPEX actually declined for two consecutive quarters in 2009 and only ramped up in Q4 when revenue growth was back to double digits.<img src=\"https://static.tigerbbs.com/b0db9de48c20d2d341cd29315ee5177f\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/>Company data, Albert Lin</p><p>Now that we have a basic understanding of how Google fared in the 2008 recession, we can assume with some degree of confidence that Google will at least be able to demonstrate flexibility on the expense side of the equation should top-line growth begin to slow materially in the next (or current) recession.</p><p>The question now is how much revenue growth will fall. Since digital advertising was still in its infancy back in 2008, it&#39;s conceivable that digital ad budgets will likely experience a bigger impact today given the &gt;65% penetration vs. 12% back then. For this reason, we can probably imagine a worst case scenario of 0% revenue growth in 2023 vs. +8% in 2009. Given Google is still very much an advertising company, we will focus exclusively on the Google Services segment (90% of revenue) for now.</p><p>The current 2022 consensus calls for Google Services revenue of ~$264 billion, which implies an 11% YoY growth on an exceptional 41% growth in 2021. Operating income is estimated to come in at ~$95 billion for an EBIT margin of 36% vs. 39% in 2021. With an effective tax rate of 16%, Google Services should generate net income of ~$80 billion and EPS of $6.09 in 2022.<img src=\"https://static.tigerbbs.com/9e0b914de067418218358e4b8bf67149\" tg-width=\"640\" tg-height=\"396\" referrerpolicy=\"no-referrer\"/></p><p>Company data, Albert Lin</p><p>Based on how Google managed costs during the 2008 recession, I&#39;d expect OPEX growth to stay flat just like revenue, leading to an EBIT margin of 36% in 2023. Already, CEO Sundar Pichai has indicated that he wants to make Google 20% more efficient. Assume the same 16% tax rate, this should come down to an estimated EPS of $6.26. The ~3% increase in EPS primarily comes from buybacks, for which Google has plenty of financial firepower. At the end of 2Q22, Google had $58.9 billion remaining in its buyback program after approving $70 billion for share repurchase in April 2022. There&#39;s $125 billion of cash on the balance sheet, which indicates a strong possibility for more buybacks in the future.</p><p>During the Global Financial Crisis, Google&#39;s P/E multiple contracted from 33x in 4Q07 to 12x in 4Q08. Applying the same trough multiple of 12x, we can arrive at a per share value of $75 for Google Services in 2023. At this price, markets should have sufficiently priced in a full blown recession and investors would theoretically be paying $0 for Google Cloud and Other Bets.</p><p><img src=\"https://static.tigerbbs.com/af898d136c328d1e49059b6da2263234\" tg-width=\"640\" tg-height=\"378\" referrerpolicy=\"no-referrer\"/></p><p>Company data, Albert Lin</p><p>It&#39;s unclear how Google Cloud will perform in a recession given cloud migration is more of a structural vs. cyclical story, but suppose Google Cloud grows 30% in 2022 and growth gets cut in half to 15% in 2023, Cloud revenue is estimated at $28.7 billion or $2.24 on a per share basis next year. Applying a depressed 2x P/S multiple should give us a value of $4 a share. Taken altogether, <b>we should have a worst case scenario of $79 for Google&#39;s shares in a recessionary environment.</b></p><h2>Final thoughts</h2><p>The bad news is Google&#39;s stock may have a 20% downside if markets are to price in a full-blown recession. The good news is Google was able to demonstrate strong resiliency in managing its bottom line in the last economic recession. Net-net, I continue to see Google as a high-quality company that should fare relatively better than most in this recession and would remain on the buy side to capitalize on further price weakness going forward.</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>Google: Here's The Worst Case Scenario</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\">\nGoogle: Here's The Worst Case Scenario\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-25 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542863-google-worst-case-scenario><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I've previously written a number of articles discussing the resiliency of Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) business during a recession and why investors should not worry about the search engine...</p>\n\n<a href=\"https://seekingalpha.com/article/4542863-google-worst-case-scenario\">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://seekingalpha.com/article/4542863-google-worst-case-scenario","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2269494309","content_text":"I've previously written a number of articles discussing the resiliency of Alphabet's (NASDAQ:GOOG) (NASDAQ:GOOGL) business during a recession and why investors should not worry about the search engine giant however depressing the current macro narrative may be. Having repeatedly received questions as to what exactly will happen to shares of Google in a recession, I've decided to come up with an analysis of an absolute worst case scenario for 2023.Digital advertising in 2022It's important to first understand the state of the digital advertising sector to get a sense of how things are progressing in a post-Covid environment. While all players in the space saw positive top-line growth in 1Q22, challenges began to surface in Q2 as companies lapped tough 2021 comps. More importantly, the outlook provided by most management teams was frankly terrifying.Company, consensus estimates, Albert LinMeta (META), the largest social media platform in the world, reported negative revenue growth in Q2 and provided Q3 revenue guidance that was 10% below Street estimates as management pointed to worsening macro conditions. Snap's (SNAP) revenue growth fell off a cliff in Q2 as CEO Spiegel cited a challenging macro from inflation to the Russia-Ukraine crisis and did not provide Q3 guidance. While Roku's (ROKU) ad revenue grew 26% in Q2, guidance for the current quarter was >20% below consensus as the team blamed on a weak scatter market and subsequently canceled its full year 2022 outlook. The Trade Desk (TTD) was a blossom in the dessert with 30% growth in Q2 and a beat in Q3 guide was a major surprise to the Street, but that doesn't make Q4 any more predictable given the current economic outlook.On the bottom end of the marketing funnel where advertisers are more focused on conversion over impression, Amazon Advertising (AMZN) proved to be highly resilient as consumers are literally standing in front of sellers on the e-commerce site. As much of a giant as Google is, Q2 Search revenue still grew 14% following 24% in Q1. Predicting 2H22 growth was a difficult exercise for analysts as management didn't provide quantitative guides, so the Street isn't getting its hopes up as Search revenue grew 44%/36% in 3Q/4Q21.In short, what one can easily conclude for the digital advertising space (as well as for most industries) is that winter is here, and the setup for 2023 doesn't look so good as the economy is heading into a recession if not already in one. The question now becomes: what will Google look like in a 2023 recession?Coming up with the worst case scenarioWhile there are no perfect methods to accurately forecast Google's top and bottom line in a recession (since we have no idea how bad things will be), we can first borrow from history that Google obviously experienced a meaningful decline in revenue growth during the 2008 Global Financial Crisis driven by indiscriminate mortgage lending in the United States of America. Throughout the crisis, Google saw its quarterly revenue growth decelerate materially from +42% in 1Q08 to +18% in 4Q08 and eventually bottomed out at +3% in 2Q09 before re-accelerating to +7% in 3Q09 and +17% 4Q09. For the entire 2008 and 2009, however, revenue still grew 9% and 8%, a highly respectable feat as the world was literally falling apart.Company data, Albert LinAs bleak as things were, what was frankly a positive surprise to investors was that Google was able to protect its operating margin by containing costs throughout the global recession. While year-over-year top-line growth slowed from over 40% to single digits, changes in operating expenses were largely in line with revenue. OPEX actually declined for two consecutive quarters in 2009 and only ramped up in Q4 when revenue growth was back to double digits.Company data, Albert LinNow that we have a basic understanding of how Google fared in the 2008 recession, we can assume with some degree of confidence that Google will at least be able to demonstrate flexibility on the expense side of the equation should top-line growth begin to slow materially in the next (or current) recession.The question now is how much revenue growth will fall. Since digital advertising was still in its infancy back in 2008, it's conceivable that digital ad budgets will likely experience a bigger impact today given the >65% penetration vs. 12% back then. For this reason, we can probably imagine a worst case scenario of 0% revenue growth in 2023 vs. +8% in 2009. Given Google is still very much an advertising company, we will focus exclusively on the Google Services segment (90% of revenue) for now.The current 2022 consensus calls for Google Services revenue of ~$264 billion, which implies an 11% YoY growth on an exceptional 41% growth in 2021. Operating income is estimated to come in at ~$95 billion for an EBIT margin of 36% vs. 39% in 2021. With an effective tax rate of 16%, Google Services should generate net income of ~$80 billion and EPS of $6.09 in 2022.Company data, Albert LinBased on how Google managed costs during the 2008 recession, I'd expect OPEX growth to stay flat just like revenue, leading to an EBIT margin of 36% in 2023. Already, CEO Sundar Pichai has indicated that he wants to make Google 20% more efficient. Assume the same 16% tax rate, this should come down to an estimated EPS of $6.26. The ~3% increase in EPS primarily comes from buybacks, for which Google has plenty of financial firepower. At the end of 2Q22, Google had $58.9 billion remaining in its buyback program after approving $70 billion for share repurchase in April 2022. There's $125 billion of cash on the balance sheet, which indicates a strong possibility for more buybacks in the future.During the Global Financial Crisis, Google's P/E multiple contracted from 33x in 4Q07 to 12x in 4Q08. Applying the same trough multiple of 12x, we can arrive at a per share value of $75 for Google Services in 2023. At this price, markets should have sufficiently priced in a full blown recession and investors would theoretically be paying $0 for Google Cloud and Other Bets.Company data, Albert LinIt's unclear how Google Cloud will perform in a recession given cloud migration is more of a structural vs. cyclical story, but suppose Google Cloud grows 30% in 2022 and growth gets cut in half to 15% in 2023, Cloud revenue is estimated at $28.7 billion or $2.24 on a per share basis next year. Applying a depressed 2x P/S multiple should give us a value of $4 a share. Taken altogether, we should have a worst case scenario of $79 for Google's shares in a recessionary environment.Final thoughtsThe bad news is Google's stock may have a 20% downside if markets are to price in a full-blown recession. The good news is Google was able to demonstrate strong resiliency in managing its bottom line in the last economic recession. Net-net, I continue to see Google as a high-quality company that should fare relatively better than most in this recession and would remain on the buy side to capitalize on further price weakness going forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913524976,"gmtCreate":1664025263995,"gmtModify":1676537380672,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9913524976","repostId":"1137021764","repostType":4,"repost":{"id":"1137021764","pubTimestamp":1663982759,"share":"https://www.laohu8.com/m/news/1137021764?lang=&edition=full","pubTime":"2022-09-24 09:25","market":"us","language":"en","title":"The Top 5 Stocks Cathie Wood Is Buying This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1137021764","media":"InvestorPlace","summary":"Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, s","content":"<html><head></head><body><ul><li>Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.</li><li>This week, she purchased shares in companies like <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, <a href=\"https://laohu8.com/S/TSP\">TuSimple</a> and <a href=\"https://laohu8.com/S/VLD\">Velo3D</a>.</li><li>Shares of the ARKK Innovation ETF(ARKK) are down by over 55% year-to-date.</li></ul><p>Exchange-traded fund (ETF) manager Cathie Wood made headlines this week after she announced that she would cede control of her role as portfolio manager for the 3D Printing ETF (BATS:PRNT) and the ARK Israel Innovative Technology ETF (BATS:IZRL). Both ETFs carry over $100 million in assets under management.</p><p>The Ark Invest CEO did not provide a concrete reason for her departure, although it was announced that Will Scherer would take over as PM for the two ETFs. Scherer joined the firm in 2014 and most recently served as a trading manager.</p><p>The news has investors speculating that the 66-year old Wood is preparing her succession plans. Earlier in June, she appointed Sam Korus and Nicholas Grous as associate PMs. Up until then, Wood was Ark’s only PM. Still, it appears that loyal fans aren’t ready to part ways with the outspoken investor just yet.</p><p>With that in mind, let’s take a look at the top five stocks that Wood purchased this week.</p><p>The Top 5 Stocks Cathie Wood Is Buying This Week</p><p>1. <a href=\"https://laohu8.com/S/VLD\">Velo3D </a></p><p>Velo3D (NYSE:VLD) has an ambitious goal of becoming the largest metal additive manufacturing company by as early as the end of this year. The 3D metals printing company announced last week that it had sold seven of its Sapphire printers to Kevton Technologies. This marked one of the largest sales to a contract manufacturer since the company’s inception. The first two printers are expected to begin work during Q1 of next year.</p><p>Velo3D has also experienced fast-paced growth, with revenue increasing by 15x in the past six quarters. In the most recent quarter, revenue tallied in at $19.6 million, up 60% year-over-year (YOY). Further dilution or equity raises in the near term seems unlikely, as the company had $142 million of cash on hand as of June 30.</p><p>Between September 19 and September 23, the ARK Space Exploration &amp; Innovation (BATS:ARKX) added 99,616 shares of VLD stock. After the purchase, ETF owns a total of 11.1 million shares.</p><p>2. <a href=\"https://laohu8.com/S/TSP\">TuSimple </a></p><p>TuSimple (NASDAQ:TSP) seeks to develop safe and efficient autonomous driving (AD) technology for trucks. However, shares of TSP stock have been hampered by a class-action lawsuit relating to an AD driving accident earlier this year.</p><p>In April, The Wall Street Journal revealed that a truck with TSP AD technology had crashed on the highway into a cement barrier. At the time, TuSimple attributed the accident to “human error,” while the WSJ claimed that the accident was due to faulty technology. Afterwards, a class-action lawsuit was filed against the company, citing that it overstated its commitment to safety and rushed to bring its technology to the market. TSP shareholders have until Oct. 31 to join the lawsuit.</p><p>This week, the ARK Innovation ETF (NYSEARCA:ARKK) acquired 241,626 shares of TSP stock. In the month of September, the ETF has purchased a total of 764,934 shares.</p><p>3. <a href=\"https://laohu8.com/S/ADBE\">Adobe </a></p><p>Shares of Adobe (NASDAQ:ADBE) have fallen by about 30% in the past month after the software company announced that it would acquire Figma for a whopping $20 billion in cash and stock. Figma is a competitor to Adobe’s XD program and is a collaborative design platform. After the announcement, shares of ADBE fell by 17%, marking the largest decline since 2010.</p><p>Figma was last valued at $10 billion in a 2021 funding round. However, shares of ADBE fell because investors believed that Adobe was paying way too much for Figma. This year, Figma is expected to generate more than $400 million in annual recurring revenue. That would mean that Adobe is paying a roughly 50x revenue multiple for the design platform. Now, Wood is stepping in and buying the dip.</p><p>On Sept. 19, the ARK Next Generation Internet ETF (NYSEARCA:ARKW) purchased 22,874 shares of ADBE stock. This was the first purchase of Adobe by any ARK ETF since April 27.</p><p>4. <a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics </a></p><p>Intellia Therapeutics (NASDAQ:NTLA) is a genome editing company that uses CRISPR technology for human therapeutic use. However, shares of NTLA have been highly volatile and carry a 52-week high of $154.15 and a 52-week low of $37.08.</p><p>Last week, the company revealed interim data from the cardiomyopathy arm of its ongoing Phase 1 study in collaboration with Regeneron Pharmaceuticals (NASDAQ:REGN). The results were promising, showing that NTLA-2001 provided mean serum transthyretin reductions between 92% and 94% with varying doses. The data supports NTLA-2001 as a one-time treatment to “permanently inactivate the TTR gene and reduce the disease-causing protein in people with ATTR-CM.”</p><p>On Sept. 19, ARKK and the ARK Genomic Revolution ETF (BATS:ARKG) scooped up a combined 70,873 shares of NTLA stock. After the purchases, Intellia is now the seventh largest holding among all ARK ETFs.</p><p>5. <a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics </a></p><p>Verve Therapeutics (NASDAQ:VERV) operates as a biotechnology company that seeks to treat cardiovascular diseases with single-course gene editing medicines. On Sept. 21, it was announced that the United Kingdom Medicines and Healthcare Products Regulatory Agency (MHRA) had approved the company’s clinical trial authorization (CTA) application. The trial will determine the effectiveness of VERVE-101 in patients with heterozygous familial hypercholesterolemia (HeFH).</p><p>Chief medical and scientific officer Andrew Bellinger added:</p><p>This CTA marks the second regulatory clearance for VERVE-101 as we execute our global strategy focused on bringing a potential single-course gene editing treatment to patients with ASCVD around the world, beginning with HeFH.</p><p>Enrollments for the trial will begin “imminently,” starting with 40 adults affected by HeFH. Furthermore, VERVE-101 has already received clearance to begin heart-1 clinical trials in New Zealand. Interim data for the trial is expected to be released next year.</p><p>This week, ARKK and ARKG purchased a combined 264,606 shares of VERV stock. After the purchases, Ark Invest now owns a total of 2.59 million shares.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Stocks Cathie Wood Is Buying 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\">\nThe Top 5 Stocks Cathie Wood Is Buying This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, she purchased shares in companies like Adobe, TuSimple and Velo3D.Shares of the ARKK Innovation ETF(...</p>\n\n<a href=\"https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137021764","content_text":"Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, she purchased shares in companies like Adobe, TuSimple and Velo3D.Shares of the ARKK Innovation ETF(ARKK) are down by over 55% year-to-date.Exchange-traded fund (ETF) manager Cathie Wood made headlines this week after she announced that she would cede control of her role as portfolio manager for the 3D Printing ETF (BATS:PRNT) and the ARK Israel Innovative Technology ETF (BATS:IZRL). Both ETFs carry over $100 million in assets under management.The Ark Invest CEO did not provide a concrete reason for her departure, although it was announced that Will Scherer would take over as PM for the two ETFs. Scherer joined the firm in 2014 and most recently served as a trading manager.The news has investors speculating that the 66-year old Wood is preparing her succession plans. Earlier in June, she appointed Sam Korus and Nicholas Grous as associate PMs. Up until then, Wood was Ark’s only PM. Still, it appears that loyal fans aren’t ready to part ways with the outspoken investor just yet.With that in mind, let’s take a look at the top five stocks that Wood purchased this week.The Top 5 Stocks Cathie Wood Is Buying This Week1. Velo3D Velo3D (NYSE:VLD) has an ambitious goal of becoming the largest metal additive manufacturing company by as early as the end of this year. The 3D metals printing company announced last week that it had sold seven of its Sapphire printers to Kevton Technologies. This marked one of the largest sales to a contract manufacturer since the company’s inception. The first two printers are expected to begin work during Q1 of next year.Velo3D has also experienced fast-paced growth, with revenue increasing by 15x in the past six quarters. In the most recent quarter, revenue tallied in at $19.6 million, up 60% year-over-year (YOY). Further dilution or equity raises in the near term seems unlikely, as the company had $142 million of cash on hand as of June 30.Between September 19 and September 23, the ARK Space Exploration & Innovation (BATS:ARKX) added 99,616 shares of VLD stock. After the purchase, ETF owns a total of 11.1 million shares.2. TuSimple TuSimple (NASDAQ:TSP) seeks to develop safe and efficient autonomous driving (AD) technology for trucks. However, shares of TSP stock have been hampered by a class-action lawsuit relating to an AD driving accident earlier this year.In April, The Wall Street Journal revealed that a truck with TSP AD technology had crashed on the highway into a cement barrier. At the time, TuSimple attributed the accident to “human error,” while the WSJ claimed that the accident was due to faulty technology. Afterwards, a class-action lawsuit was filed against the company, citing that it overstated its commitment to safety and rushed to bring its technology to the market. TSP shareholders have until Oct. 31 to join the lawsuit.This week, the ARK Innovation ETF (NYSEARCA:ARKK) acquired 241,626 shares of TSP stock. In the month of September, the ETF has purchased a total of 764,934 shares.3. Adobe Shares of Adobe (NASDAQ:ADBE) have fallen by about 30% in the past month after the software company announced that it would acquire Figma for a whopping $20 billion in cash and stock. Figma is a competitor to Adobe’s XD program and is a collaborative design platform. After the announcement, shares of ADBE fell by 17%, marking the largest decline since 2010.Figma was last valued at $10 billion in a 2021 funding round. However, shares of ADBE fell because investors believed that Adobe was paying way too much for Figma. This year, Figma is expected to generate more than $400 million in annual recurring revenue. That would mean that Adobe is paying a roughly 50x revenue multiple for the design platform. Now, Wood is stepping in and buying the dip.On Sept. 19, the ARK Next Generation Internet ETF (NYSEARCA:ARKW) purchased 22,874 shares of ADBE stock. This was the first purchase of Adobe by any ARK ETF since April 27.4. Intellia Therapeutics Intellia Therapeutics (NASDAQ:NTLA) is a genome editing company that uses CRISPR technology for human therapeutic use. However, shares of NTLA have been highly volatile and carry a 52-week high of $154.15 and a 52-week low of $37.08.Last week, the company revealed interim data from the cardiomyopathy arm of its ongoing Phase 1 study in collaboration with Regeneron Pharmaceuticals (NASDAQ:REGN). The results were promising, showing that NTLA-2001 provided mean serum transthyretin reductions between 92% and 94% with varying doses. The data supports NTLA-2001 as a one-time treatment to “permanently inactivate the TTR gene and reduce the disease-causing protein in people with ATTR-CM.”On Sept. 19, ARKK and the ARK Genomic Revolution ETF (BATS:ARKG) scooped up a combined 70,873 shares of NTLA stock. After the purchases, Intellia is now the seventh largest holding among all ARK ETFs.5. Verve Therapeutics Verve Therapeutics (NASDAQ:VERV) operates as a biotechnology company that seeks to treat cardiovascular diseases with single-course gene editing medicines. On Sept. 21, it was announced that the United Kingdom Medicines and Healthcare Products Regulatory Agency (MHRA) had approved the company’s clinical trial authorization (CTA) application. The trial will determine the effectiveness of VERVE-101 in patients with heterozygous familial hypercholesterolemia (HeFH).Chief medical and scientific officer Andrew Bellinger added:This CTA marks the second regulatory clearance for VERVE-101 as we execute our global strategy focused on bringing a potential single-course gene editing treatment to patients with ASCVD around the world, beginning with HeFH.Enrollments for the trial will begin “imminently,” starting with 40 adults affected by HeFH. Furthermore, VERVE-101 has already received clearance to begin heart-1 clinical trials in New Zealand. Interim data for the trial is expected to be released next year.This week, ARKK and ARKG purchased a combined 264,606 shares of VERV stock. After the purchases, Ark Invest now owns a total of 2.59 million shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919493297,"gmtCreate":1663835995019,"gmtModify":1676537346704,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919493297","repostId":"1188153731","repostType":4,"repost":{"id":"1188153731","pubTimestamp":1663837756,"share":"https://www.laohu8.com/m/news/1188153731?lang=&edition=full","pubTime":"2022-09-22 17:09","market":"us","language":"en","title":"Tesla: The Top 5 Things Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153731","media":"Seeking Alpha","summary":"Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goal","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Elon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.</li><li>Tesla has a completely different level of brand and financial strength than it did 10 years ago.</li><li>The full operating margin capabilities of Tesla Gigafactories have not been reached yet.</li><li>Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.</li><li>The innovation and new revenue streams for Tesla is just getting started.</li></ul><p><b>Thesis:</b></p><p>It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let&#39;s dive into these five areas of strength that Tesla maintains and should not be ignored by investors.</p><p>1. The Drive of Co-Founder and CEO Elon Musk:</p><p>Now I know what you may be thinking right after this subtitle, &#34;Elon wasn&#39;t the Founder of Tesla,&#34; so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.</p><p>The drive of Elon&#39;s entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn&#39;t risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.</p><p>I love these excerpts from the book&#34;Elon Musk&#34; by Ashlee Vance, as this sums it up perfectly.</p><blockquote>&#34;His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk&#39;s ability to handle stress complements his high-risk tolerance. This means he doesn&#39;t create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He&#39;s willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He&#39;s willing to invest all of his time and money into his businesses for the possibility of even bigger gains.&#34;</blockquote><p>So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company&#39;s proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla&#39;s first AI Day in August 2021, Tesla&#39;s AI applicants rose 100xthe following week after the event? We will talk more about Tesla&#39;s excellence in creating a brand awareness and customer experience later.</p><p>2. Vertical Integration and Max Manufacturing Efficiencies</p><p>The vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon&#39;s goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.</p><p>Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon&#39;s control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.</p><p>During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not &#39;will Tesla hit its quarterly commitment goal of deliveries?,&#39; but &#39;do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?&#39; And my answer is most definitely, because I believe Tesla&#39;s efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.</p><p>There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.</p><p>Before We Continue, What Risks Must We Weigh?</p><p>I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?</p><p>My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.</p><p>Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.</p><ol><li><p>Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.</p></li><li><p>China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.</p></li><li><p>Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.</p></li></ol><p>The other short-term headwinds that could impact Tesla&#39;s stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.</p><p>Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.</p><p>3. The Innovation of Tesla and Revenue Optionality</p><p>Besides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.</p><ul><li>Can Tesla create new vehicles that attract new buyers and expand customer adoption?</li><li>Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?</li><li>Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?</li><li>Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?</li><li>Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?</li></ul><p>Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.</p><p>The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.</p><p>Tesla currently had to raise costs of its Full-Self Driving (&#34;FSD&#34;) mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn&#39;t know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.</p><p><img src=\"https://static.tigerbbs.com/870a33299399061807157aa29a92a775\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Bot (Tesla.com/AI)</p><p>One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, &#34;Don&#39;t Underestimate Elon in the Long Run&#34;. He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.</p><p>An already growing revenue stream that is separate of the automobile segment is Tesla&#39;s solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.</p><p><img src=\"https://static.tigerbbs.com/b117066e75c5e8798f353dc249ca0d1e\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)</p><p>This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.</p><p>The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world&#39;s fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or &#34;neural network&#34; of compute for others to use.</p><p>This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up &amp; spin down the CPU and storage when needed. What if Tesla could do this at the edge?</p><p>If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.</p><p>It just seems to me there are more possibilities &amp; future synergies between Elon&#39;s companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.</p><p>4. The Focus on Customer Experience and Brand Awareness</p><p>Tesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users&#39; expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.</p><p>Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.</p><p>There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers&#39; Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!</p><ul><li><b>Tesla Dog Mode</b>- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don&#39;t worry I am okay, my owner will return shortly, and shows the temperature of the car.</li><li><b>Tesla Video Dash Cam Capture Mode</b>- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.</li><li><b>Tesla Sentry Mode</b>- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.</li><li><b>The Tesla Entertainment system</b>- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.</li><li><b>Tesla Vent Mode</b>- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.</li><li><b>Upgrades to the Software OS to activate Full-Self Driving Mode</b>- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.</li><li><b>A HEPA Air Filter in the Model Y, S, and X</b>- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)</li></ul><ul><li><b>The Tesla App</b>- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.</li><li><b>Tesla Car Insurance</b>- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.</li><li><b>Tesla Higher Safety Rating</b>- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.</li><li><b>Tesla Supercharger Destination GPS</b>- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.</li></ul><p>5. Financial Fortitude and Optimization</p><p>Elon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.</p><p>An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won&#39;t), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.</p><p>It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla&#39;s analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.</p><p><img src=\"https://static.tigerbbs.com/7a0b446d15d4de95291747d811670da1\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Financials from Simply Wall St.</p><p>Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.</p><p><img src=\"https://static.tigerbbs.com/fd8790d4ec98026799917c9d0008f5b9\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Shareholder Percentages (Simply Wall St. )</p><p>Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla&#39;s leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.</p><p>Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.</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>Tesla: The Top 5 Things Every Investor Should Consider</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\">\nTesla: The Top 5 Things Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153731","content_text":"SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and financial strength than it did 10 years ago.The full operating margin capabilities of Tesla Gigafactories have not been reached yet.Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.The innovation and new revenue streams for Tesla is just getting started.Thesis:It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let's dive into these five areas of strength that Tesla maintains and should not be ignored by investors.1. The Drive of Co-Founder and CEO Elon Musk:Now I know what you may be thinking right after this subtitle, \"Elon wasn't the Founder of Tesla,\" so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.The drive of Elon's entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn't risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.I love these excerpts from the book\"Elon Musk\" by Ashlee Vance, as this sums it up perfectly.\"His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk's ability to handle stress complements his high-risk tolerance. This means he doesn't create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He's willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He's willing to invest all of his time and money into his businesses for the possibility of even bigger gains.\"So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company's proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla's first AI Day in August 2021, Tesla's AI applicants rose 100xthe following week after the event? We will talk more about Tesla's excellence in creating a brand awareness and customer experience later.2. Vertical Integration and Max Manufacturing EfficienciesThe vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon's goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon's control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not 'will Tesla hit its quarterly commitment goal of deliveries?,' but 'do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?' And my answer is most definitely, because I believe Tesla's efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.Before We Continue, What Risks Must We Weigh?I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.The other short-term headwinds that could impact Tesla's stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.3. The Innovation of Tesla and Revenue OptionalityBesides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.Can Tesla create new vehicles that attract new buyers and expand customer adoption?Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.Tesla currently had to raise costs of its Full-Self Driving (\"FSD\") mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn't know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.Tesla Bot (Tesla.com/AI)One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, \"Don't Underestimate Elon in the Long Run\". He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.An already growing revenue stream that is separate of the automobile segment is Tesla's solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world's fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or \"neural network\" of compute for others to use.This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up & spin down the CPU and storage when needed. What if Tesla could do this at the edge?If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.It just seems to me there are more possibilities & future synergies between Elon's companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.4. The Focus on Customer Experience and Brand AwarenessTesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users' expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers' Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!Tesla Dog Mode- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don't worry I am okay, my owner will return shortly, and shows the temperature of the car.Tesla Video Dash Cam Capture Mode- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.Tesla Sentry Mode- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.The Tesla Entertainment system- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.Tesla Vent Mode- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.Upgrades to the Software OS to activate Full-Self Driving Mode- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.A HEPA Air Filter in the Model Y, S, and X- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)The Tesla App- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.Tesla Car Insurance- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.Tesla Higher Safety Rating- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.Tesla Supercharger Destination GPS- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.5. Financial Fortitude and OptimizationElon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won't), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla's analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.Tesla Financials from Simply Wall St.Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.Shareholder Percentages (Simply Wall St. )Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla's leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919165583,"gmtCreate":1663755639842,"gmtModify":1676537330072,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919165583","repostId":"2269132097","repostType":4,"repost":{"id":"2269132097","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1663750538,"share":"https://www.laohu8.com/m/news/2269132097?lang=&edition=full","pubTime":"2022-09-21 16:55","market":"us","language":"en","title":"U.S. Stocks To Watch: General Mills, Ford, Gap And More","url":"https://stock-news.laohu8.com/highlight/detail?id=2269132097","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</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>U.S. Stocks To Watch: General Mills, Ford, Gap And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks To Watch: General Mills, Ford, Gap And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-21 16:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GPS":"盖璞","GIS":"通用磨坊","LEN":"莱纳建筑公司","F":"福特汽车","ALPN":"Alpine Immune Sciences Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269132097","content_text":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects General Mills, Inc. to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.Gap Inc is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.Ford Motor Company previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.Alpine Immune Sciences, Inc. reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.Analysts are expecting Lennar Corporation to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910428482,"gmtCreate":1663668842646,"gmtModify":1676537312214,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910428482","repostId":"1193461774","repostType":4,"repost":{"id":"1193461774","pubTimestamp":1663661566,"share":"https://www.laohu8.com/m/news/1193461774?lang=&edition=full","pubTime":"2022-09-20 16:12","market":"us","language":"en","title":"5 High-Conviction Stocks to Buy in the Next Market Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1193461774","media":"Motley Fool","summary":"Here are five stocks you can confidently buy and hold the next time the market crashes.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>These companies have strong market positions in their respective industries.</li><li>They continue to demonstrate healthy growth during tough times.</li><li>Their resilience allows them to get through short-term challenges to do well in the long run.</li></ul><p>It&#39;s useful to prepare a watchlist of stocks that you plan to accumulate. The markets are seeing heightened volatility in the past few months as the Federal Reserve hikes interest rates to tackle runaway inflation. With the NASDAQ Composite Index and <b>S&amp;P 500</b> already in a bear market this year, stock prices may have room to fall further. You should see a market correction as a golden opportunity to either accumulate more shares of companies you already own or to start a new position in a company that&#39;s become much cheaper.</p><p>Of course, you&#39;ll need to ensure several attributes are in place before you pull the trigger. The business needs to demonstrate steady growth, be a dominant player within its industry, and enjoy tailwinds that will allow them to continue doing well. With these characteristics in place, a buy-and-hold strategy can ensure that you enjoy steady compounding to achieve your retirement goals.</p><p>Here are five stocks you can consider buying during the next market correction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c29fc1d86cf50cea60b7596122ca8e11\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Starbucks</h2><p><b>Starbucks</b> is a global coffee chain with more than 34,000 stores around the world.  The company reported an encouraging set of earnings for its fiscal 2022&#39;s third quarter, with net revenue up 9% year over year to a record $8.2 billion. Comparable-store sales were up 3% globally, with the U.S. registering a 9% increase, and active Starbucks reward members climbed 13% year over year in the U.S. to 27.4 million members.</p><p>During its recent biennial Investor Day, Starbucks unveiled an ambitious three-year financial roadmap to deliver annual comparable store sales growth of 7% to 9%, revenue growth of 10% to 12%, and earnings-per-share (EPS) growth of 15% to 20%. Founder and interim CEO Howard Shultz also introduced incoming CEO Laxman Narasimhan, who will assume his new role on April 1 next year. With this plan, it seems the company is kicking into high gear to deliver steady earnings growth for investors.</p><h2>Lululemon</h2><p><b>Lululemon</b> is a market leader for athletic apparel and footwear for yoga, running, and training and provides innovative materials and interesting designs for its products. Results for its fiscal 2022&#39;s second quarter were impressive. Revenue increased 29% year over year to $1.9 billion, with comparable-store sales jumping 23% year over year. Net income surged by 39.1% year over year to $289.5 million, partially lifted by a $10.2 million one-off gain from the disposal of an administrative building.</p><p>Lululemon has reported that supply chain woes are easing, allowing the company to manufacture the products it needs to satisfy strong demand. The sports apparel company expects net revenue to grow at a three-year compound annual growth rate of around 26% and for 2022 to register sales of between $7.87 billion to $7.94 billion.</p><h2>Okta</h2><p><b>Okta</b> is a software-as-a-service business that offers identity management services to more than 16,400 customers to help their systems set up secure and convenient access. Okta&#39;s shares may have declined by nearly 72% year to date, but the company is still knocking the lights out with its latest Q2 2023 earnings. Revenue grew 43% year over year, with subscription revenue growing by 44% year over year. Subscription backlog improved by 25% year over year to 2.8 billion, while billings increased by 36% year over year.</p><p>Okta believes there is a significant opportunity for it to continue growing as the total addressable market for its business is around $80 billion. The company has identified various growth drivers and will be implementing them to drive its top and bottom lines. It will work on improving its platform and network and also use its successful &#34;land and expand&#34; strategy in large organizations. International expansion is also on the cards as U.S. revenue made up more than three quarters of total revenue for the quarter.</p><h2>DocuSign</h2><p>If you&#39;re looking for a quick, secure, and convenient way to digitally sign your business agreements, <b>DocuSign</b> has a cloud service that provides this service. The company boasts more than a billion users in 180 countries and also reported a solid  Q2 2023 report card. Subscription and total revenue continued climbing, up 23% and 22% year over year, respectively. Billings also saw an increase of 9% year over year.</p><p>DocuSign believes that its Agreement Cloud has a large market opportunity with a total addressable market of around $50 billion. The company is confident in driving new use-cases such as the notarization of documents and analytics. By expanding on these new uses, DocuSign can drive greater adoption throughout the organization.</p><h2>Chipotle Mexican Grill</h2><p><b>Chipotle Mexican Grill</b> offers a wide menu of food items using responsibly sourced ingredients that do not contain artificial colors, flavors, or preservatives. The Mexican food chain, which boasts 3,000 restaurants in the U.S. and parts of Europe, reported continued growth in its Q2 2022 earnings report. Total revenue rose 17% year over year to $2.2 billion, with comparable-store sales up 10.1% year over year. Digital sales made up nearly 40% of revenue, showcasing the success with which Chipotle had achieved by pivoting to online orders during the pandemic.</p><p>The company is pushing on with new store openings and expects to open between 235 and 250 new restaurants in 2022. The board of directors had also approved an additional $300 million to be used for share buybacks.</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>5 High-Conviction Stocks to Buy in the Next Market Correction</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\">\n5 High-Conviction Stocks to Buy in the Next Market Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThese companies have strong market positions in their respective industries.They continue to demonstrate healthy growth during tough times.Their resilience allows them to get through short-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","LULU":"lululemon athletica","CMG":"墨式烧烤","DOCU":"Docusign","SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193461774","content_text":"KEY POINTSThese companies have strong market positions in their respective industries.They continue to demonstrate healthy growth during tough times.Their resilience allows them to get through short-term challenges to do well in the long run.It's useful to prepare a watchlist of stocks that you plan to accumulate. The markets are seeing heightened volatility in the past few months as the Federal Reserve hikes interest rates to tackle runaway inflation. With the NASDAQ Composite Index and S&P 500 already in a bear market this year, stock prices may have room to fall further. You should see a market correction as a golden opportunity to either accumulate more shares of companies you already own or to start a new position in a company that's become much cheaper.Of course, you'll need to ensure several attributes are in place before you pull the trigger. The business needs to demonstrate steady growth, be a dominant player within its industry, and enjoy tailwinds that will allow them to continue doing well. With these characteristics in place, a buy-and-hold strategy can ensure that you enjoy steady compounding to achieve your retirement goals.Here are five stocks you can consider buying during the next market correction.IMAGE SOURCE: GETTY IMAGES.StarbucksStarbucks is a global coffee chain with more than 34,000 stores around the world.  The company reported an encouraging set of earnings for its fiscal 2022's third quarter, with net revenue up 9% year over year to a record $8.2 billion. Comparable-store sales were up 3% globally, with the U.S. registering a 9% increase, and active Starbucks reward members climbed 13% year over year in the U.S. to 27.4 million members.During its recent biennial Investor Day, Starbucks unveiled an ambitious three-year financial roadmap to deliver annual comparable store sales growth of 7% to 9%, revenue growth of 10% to 12%, and earnings-per-share (EPS) growth of 15% to 20%. Founder and interim CEO Howard Shultz also introduced incoming CEO Laxman Narasimhan, who will assume his new role on April 1 next year. With this plan, it seems the company is kicking into high gear to deliver steady earnings growth for investors.LululemonLululemon is a market leader for athletic apparel and footwear for yoga, running, and training and provides innovative materials and interesting designs for its products. Results for its fiscal 2022's second quarter were impressive. Revenue increased 29% year over year to $1.9 billion, with comparable-store sales jumping 23% year over year. Net income surged by 39.1% year over year to $289.5 million, partially lifted by a $10.2 million one-off gain from the disposal of an administrative building.Lululemon has reported that supply chain woes are easing, allowing the company to manufacture the products it needs to satisfy strong demand. The sports apparel company expects net revenue to grow at a three-year compound annual growth rate of around 26% and for 2022 to register sales of between $7.87 billion to $7.94 billion.OktaOkta is a software-as-a-service business that offers identity management services to more than 16,400 customers to help their systems set up secure and convenient access. Okta's shares may have declined by nearly 72% year to date, but the company is still knocking the lights out with its latest Q2 2023 earnings. Revenue grew 43% year over year, with subscription revenue growing by 44% year over year. Subscription backlog improved by 25% year over year to 2.8 billion, while billings increased by 36% year over year.Okta believes there is a significant opportunity for it to continue growing as the total addressable market for its business is around $80 billion. The company has identified various growth drivers and will be implementing them to drive its top and bottom lines. It will work on improving its platform and network and also use its successful \"land and expand\" strategy in large organizations. International expansion is also on the cards as U.S. revenue made up more than three quarters of total revenue for the quarter.DocuSignIf you're looking for a quick, secure, and convenient way to digitally sign your business agreements, DocuSign has a cloud service that provides this service. The company boasts more than a billion users in 180 countries and also reported a solid  Q2 2023 report card. Subscription and total revenue continued climbing, up 23% and 22% year over year, respectively. Billings also saw an increase of 9% year over year.DocuSign believes that its Agreement Cloud has a large market opportunity with a total addressable market of around $50 billion. The company is confident in driving new use-cases such as the notarization of documents and analytics. By expanding on these new uses, DocuSign can drive greater adoption throughout the organization.Chipotle Mexican GrillChipotle Mexican Grill offers a wide menu of food items using responsibly sourced ingredients that do not contain artificial colors, flavors, or preservatives. The Mexican food chain, which boasts 3,000 restaurants in the U.S. and parts of Europe, reported continued growth in its Q2 2022 earnings report. Total revenue rose 17% year over year to $2.2 billion, with comparable-store sales up 10.1% year over year. Digital sales made up nearly 40% of revenue, showcasing the success with which Chipotle had achieved by pivoting to online orders during the pandemic.The company is pushing on with new store openings and expects to open between 235 and 250 new restaurants in 2022. The board of directors had also approved an additional $300 million to be used for share buybacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937429255,"gmtCreate":1663484797577,"gmtModify":1676537278056,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937429255","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","pubTimestamp":1663460267,"share":"https://www.laohu8.com/m/news/2268672370?lang=&edition=full","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&amp;P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&amp;P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&amp;P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</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>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937840072,"gmtCreate":1663401508196,"gmtModify":1676537266203,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937840072","repostId":"2268610718","repostType":4,"repost":{"id":"2268610718","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":1663369158,"share":"https://www.laohu8.com/m/news/2268610718?lang=&edition=full","pubTime":"2022-09-17 06:59","market":"us","language":"en","title":"US STOCKS-Wall St Drops to Two-Month Lows As Recession Fears Mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2268610718","media":"Reuters","summary":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Re","content":"<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</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 St Drops to Two-Month Lows As Recession Fears Mount</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 St Drops to Two-Month Lows As Recession Fears Mount\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-09-17 06:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* FedEx profit warning hits peers</p><p>* All three major U.S. indexes post sharp weekly declines</p><p>* Investors eye next week&#39;s Fed meeting</p><p>* Indexes down: Dow 0.45%, S&amp;P 0.72%, Nasdaq 0.90%</p><p>NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors&#39; flight to safety at the conclusion of a tumultuous week.</p><p>All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&amp;P 500 closing below 3,900, a closely watched support level.</p><p>Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&amp;P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.</p><p>&#34;It’s been a tough week. It feels Halloween came early&#34; said David Carter, managing director at JPMorgan in New York. &#34;We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.&#34;</p><p>Risk-off sentiment went from simmer to boil in the wake of FedEx Corp&#39;s withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.</p><p>FedEx&#39;s move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.</p><p>A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed&#39;s monetary policy meeting next week.</p><p>&#34;While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,&#34; Carter added. &#34;The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.&#34;</p><p>Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME&#39;s FedWatch tool.   </p><p>The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&amp;P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.</p><p>Nine of the 11 major sectors of the S&amp;P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.</p><p>Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.</p><p>That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&amp;P 500.</p><p>Peers United Parcel Service and <a href=\"https://laohu8.com/S/XPO\">XPO Logistics</a> slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.</p><p>The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.</p><p>The CBOE Market Volatility index, often called &#34;the fear index,&#34; touched a two-month high, breezing past a level associated with heightened investor anxiety.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.</p><p>Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.</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","SPY":"标普500ETF","XPO":"XPO Logistics","FDX":"联邦快递","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","UPRO":"三倍做多标普500ETF","UDOW":"道指三倍做多ETF-ProShares","BK4533":"AQR资本管理(全球第二大对冲基金)","SDOW":"道指三倍做空ETF-ProShares","BK4566":"资本集团",".DJI":"道琼斯","BK4535":"淡马锡持仓","BK4524":"宅经济概念",".IXIC":"NASDAQ Composite","BK4527":"明星科技股","BK4538":"云计算","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","OEX":"标普100",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF","UPS":"联合包裹","BK4579":"人工智能","CPI":"IQ Real Return ETF","BK4550":"红杉资本持仓","DDM":"道指两倍做多ETF","BK4131":"航空货运与物流","SH":"标普500反向ETF","BK4122":"互联网与直销零售","SSO":"两倍做多标普500ETF","BK4503":"景林资产持仓","DOG":"道指反向ETF","BK4551":"寇图资本持仓","BK4022":"陆运","BK4561":"索罗斯持仓","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","DJX":"1/100道琼斯","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","DXD":"道指两倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268610718","content_text":"* FedEx profit warning hits peers* All three major U.S. indexes post sharp weekly declines* Investors eye next week's Fed meeting* Indexes down: Dow 0.45%, S&P 0.72%, Nasdaq 0.90%NEW YORK, Sept 16 (Reuters) - U.S. stocks ended in the red on Friday, falling to two-month lows as a warning of impending global slowdown from FedEx hastened investors' flight to safety at the conclusion of a tumultuous week.All three major U.S. stock indexes slid to levels not touched since mid-July, with the S&P 500 closing below 3,900, a closely watched support level.Staggering past the finish line of a week rattled by inflation concerns, looming interest rate hikes and ominous economic warning signs, the S&P 500 and the Nasdaq suffered their worst weekly percentage plunges since June.\"It’s been a tough week. It feels Halloween came early\" said David Carter, managing director at JPMorgan in New York. \"We are facing in this toxic brew of high inflation, high interest rates and low growth, which isn’t good for stock or bond markets.\"Risk-off sentiment went from simmer to boil in the wake of FedEx Corp's withdrawal of its earnings forecast late Thursday, citing signs of dampening global demand.FedEx's move followed remarks from the World Bank and the IMF, both of which warned of an impending worldwide economic slowdown.A deluge of mixed economic data, dominated by a hotter-than-expected inflation report (CPI), cemented an interest rate hike of at least 75 basis points at the conclusion of the Fed's monetary policy meeting next week.\"While the market is expecting a big bump in the Fed’s rates next week, there is tremendous uncertainty and concern about future rate increases,\" Carter added. \"The Fed is doing what it needs to do. And after some pain, markets and the economy will heal themselves.\"Financial markets have priced in a 18% likelihood of a super-sized, 100 basis point increase to the Fed funds target rate on Wednesday, according to CME's FedWatch tool.   The Dow Jones Industrial Average fell 139.4 points, or 0.45%, to 30,822.42, the S&P 500 lost 28.02 points, or 0.72%, to 3,873.33 and the Nasdaq Composite dropped 103.95 points, or 0.9%, to 11,448.40.Nine of the 11 major sectors of the S&P 500 ended in negative territory, with energy and industrials suffering the sharpest percentage drops.Dow Transports, viewed as a barometer of economic health, plummeted 5.1%.That drop was led by FedEx shares tanking by 21.4%, the biggest drop in the S&P 500.Peers United Parcel Service and XPO Logistics slid 4.5% and 4.7%, respectively, while Amazon.com Inc slipped 2.1%.The session also marked the monthly options expiry, which occurs on the third Friday of every month. Options-hedging activity has amplified market moves this year, contributing to heightened volatility.The CBOE Market Volatility index, often called \"the fear index,\" touched a two-month high, breezing past a level associated with heightened investor anxiety.Declining issues outnumbered advancing ones on the NYSE by a 3.04-to-1 ratio; on Nasdaq, a 2.24-to-1 ratio favored decliners.The S&P 500 posted no new 52-week highs and 56 new lows; the Nasdaq Composite recorded 21 new highs and 387 new lows.Volume on U.S. exchanges was 16.92 billion shares, compared with the 10.72 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937032151,"gmtCreate":1663317400673,"gmtModify":1676537251198,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9937032151","repostId":"1192644936","repostType":4,"repost":{"id":"1192644936","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":1663315401,"share":"https://www.laohu8.com/m/news/1192644936?lang=&edition=full","pubTime":"2022-09-16 16:03","market":"us","language":"en","title":"Option Movers｜Bullish Sentiment Rise in Netflix and Roku; Bears Target Adobe","url":"https://stock-news.laohu8.com/highlight/detail?id=1192644936","media":"Tiger Newspress","summary":"Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raf","content":"<html><head></head><body><p>Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of the global recession.</p><p>The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&amp;P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.</p><h2>Options Broad View</h2><p>A total volume of 38,250,837 contracts were traded on Thursday, up 1.59% from the previous day. Call options account for 51% of total options trades.</p><p>There are 7.85 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Thursday. Call options account for 45% in overall option trades. Particularly high volume was seen for the $390 strike put option expiring September 16, with 395,292 contracts trading on Thursday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with 2.75 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Thursday. Call options account for 38% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> decrease1.13% and4.84%, respectively, from the previous day.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> crashed 16.79% after it agreed to buy collaboration-software company Figma for around $20 billion. It was the biggest deal in its history to acquire a small-but-fast-growing rival that the tech giant hopes can give it access to a broader group of customers.</p><p>Moreover, it reported a fiscal third-quarter net income of $1.14 billion and revenue of $4.43 billion, which was up 13% year-over-year. It also issued fourth-quarter revenue guidance that fell below Wall Street expectations, citing foreign-exchange challenges tied to the run-up in the U.S. dollar.</p><p>There are 218,801 option contracts traded on Thursday. Call options account for 52% of overall option trades. Particularly high volume was seen for the $310 strike put option expiring September 16, with 3,765 contracts trading on Thursday.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95dc0e5052c2dd20ff8f484accf69f26\" tg-width=\"469\" tg-height=\"929\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ac19cb35b647a3184de9846dc1b479\" tg-width=\"899\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> jumped 5.02% on Thursday, it estimated that an advertising-supported version of its streaming service would reach about 40 million viewers globally by the third quarter of 2023, according to a document that Netflix shared with ad buyers.</p><p>There are 441,625 option contracts traded on Thursday. Call options account for 56% of overall option trades. Particularly high volume was seen for the $240 strike call option expiring September 16, with 30,430 contracts trading on Thursday.</p><p><b><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a></b> surged 7.99% on Thursday, it amended its severance benefit plan, in the event of a change in control, according to an 8-K filing late Wednesday, some investors believe that the new change-in-control language may mean that a takeover offer may be coming.</p><p>There are 134,778 option contracts traded on Thursday. Call options account for 58% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring September 16, with 8,876 contracts trading on Thursday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks:</b> <b><a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>, <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/FXI\">iShares China Large-Cap ETF</a>, <a href=\"https://laohu8.com/S/EEM\">iShares MSCI Emerging Markets ETF</a>, <a href=\"https://laohu8.com/S/RIG\">Transocean</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, <a href=\"https://laohu8.com/S/CDE\">Coeur Mining</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/GDX\">VanEck Gold Miners ETF</a>, <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8feb277fea9a6d943598ce264f199a49\" tg-width=\"554\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜Bullish Sentiment Rise in Netflix and Roku; Bears Target Adobe</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; 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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\">\nOption Movers｜Bullish Sentiment Rise in Netflix and Roku; Bears Target Adobe\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-16 16:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of the global recession.</p><p>The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&amp;P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.</p><h2>Options Broad View</h2><p>A total volume of 38,250,837 contracts were traded on Thursday, up 1.59% from the previous day. Call options account for 51% of total options trades.</p><p>There are 7.85 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Thursday. Call options account for 45% in overall option trades. Particularly high volume was seen for the $390 strike put option expiring September 16, with 395,292 contracts trading on Thursday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10: <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, $iShares iBoxx <a href=\"https://laohu8.com/S/HYG\"> High Yield Corporate Bond ETF</a>, <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with 2.75 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Thursday. Call options account for 38% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> decrease1.13% and4.84%, respectively, from the previous day.</p><p><b><a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b> crashed 16.79% after it agreed to buy collaboration-software company Figma for around $20 billion. It was the biggest deal in its history to acquire a small-but-fast-growing rival that the tech giant hopes can give it access to a broader group of customers.</p><p>Moreover, it reported a fiscal third-quarter net income of $1.14 billion and revenue of $4.43 billion, which was up 13% year-over-year. It also issued fourth-quarter revenue guidance that fell below Wall Street expectations, citing foreign-exchange challenges tied to the run-up in the U.S. dollar.</p><p>There are 218,801 option contracts traded on Thursday. Call options account for 52% of overall option trades. Particularly high volume was seen for the $310 strike put option expiring September 16, with 3,765 contracts trading on Thursday.</p><h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95dc0e5052c2dd20ff8f484accf69f26\" tg-width=\"469\" tg-height=\"929\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ac19cb35b647a3184de9846dc1b479\" tg-width=\"899\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/NFLX\">Netflix</a></b> jumped 5.02% on Thursday, it estimated that an advertising-supported version of its streaming service would reach about 40 million viewers globally by the third quarter of 2023, according to a document that Netflix shared with ad buyers.</p><p>There are 441,625 option contracts traded on Thursday. Call options account for 56% of overall option trades. Particularly high volume was seen for the $240 strike call option expiring September 16, with 30,430 contracts trading on Thursday.</p><p><b><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a></b> surged 7.99% on Thursday, it amended its severance benefit plan, in the event of a change in control, according to an 8-K filing late Wednesday, some investors believe that the new change-in-control language may mean that a takeover offer may be coming.</p><p>There are 134,778 option contracts traded on Thursday. Call options account for 58% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring September 16, with 8,876 contracts trading on Thursday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks:</b> <b><a href=\"https://laohu8.com/S/TLT\">iShares 20+ Year Treasury Bond ETF</a>, <a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, <a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>, <a href=\"https://laohu8.com/S/FXI\">iShares China Large-Cap ETF</a>, <a href=\"https://laohu8.com/S/EEM\">iShares MSCI Emerging Markets ETF</a>, <a href=\"https://laohu8.com/S/RIG\">Transocean</a>, <a href=\"https://laohu8.com/S/VALE\">Vale SA</a>, <a href=\"https://laohu8.com/S/CDE\">Coeur Mining</a></b></p><p><b>Top 10 bearish stocks: <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, <a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>, <a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>, <a href=\"https://laohu8.com/S/GDX\">VanEck Gold Miners ETF</a>, <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, <a href=\"https://laohu8.com/S/F\">Ford</a>, <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8feb277fea9a6d943598ce264f199a49\" tg-width=\"554\" tg-height=\"272\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe","NFLX":"奈飞","ROKU":"Roku Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192644936","content_text":"Wall Street ended sharply lower on Thursday, extending its losses in late afternoon trading as a raft of economic data failed to alter the expected course of aggressive tightening by the Federal Reserve amid growing warnings of the global recession.The Dow Jones Industrial Average fell 173.27 points, or 0.56%, to 30,961.82, the S&P 500 lost 44.66 points, or 1.13%, to 3,901.35 and the Nasdaq Composite dropped 167.32 points, or 1.43%, to 11,552.36.Options Broad ViewA total volume of 38,250,837 contracts were traded on Thursday, up 1.59% from the previous day. Call options account for 51% of total options trades.There are 7.85 million SPDR S&P 500 ETF Trust options traded on Thursday. Call options account for 45% in overall option trades. Particularly high volume was seen for the $390 strike put option expiring September 16, with 395,292 contracts trading on Thursday.Top 10 Option VolumesTop 10: SPDR S&P 500 ETF Trust, Invesco QQQ Trust, Tesla Motors, Apple, Amazon.com, $iShares iBoxx  High Yield Corporate Bond ETF, iShares Russell 2000 ETF, AMD, NVIDIA Corp, Meta Platforms, Inc.Options related to equity index ETFs are still top choices for investors, with 2.75 million Invesco QQQ Trust options contracts trading on Thursday. Call options account for 38% in overall option trades. Total trading volume for SPDR S&P 500 ETF Trust and Invesco QQQ Trust decrease1.13% and4.84%, respectively, from the previous day.Adobe crashed 16.79% after it agreed to buy collaboration-software company Figma for around $20 billion. It was the biggest deal in its history to acquire a small-but-fast-growing rival that the tech giant hopes can give it access to a broader group of customers.Moreover, it reported a fiscal third-quarter net income of $1.14 billion and revenue of $4.43 billion, which was up 13% year-over-year. It also issued fourth-quarter revenue guidance that fell below Wall Street expectations, citing foreign-exchange challenges tied to the run-up in the U.S. dollar.There are 218,801 option contracts traded on Thursday. Call options account for 52% of overall option trades. Particularly high volume was seen for the $310 strike put option expiring September 16, with 3,765 contracts trading on Thursday.Source: Tiger Trade APPUnusual Options ActivitySource: Market ChameleonNetflix jumped 5.02% on Thursday, it estimated that an advertising-supported version of its streaming service would reach about 40 million viewers globally by the third quarter of 2023, according to a document that Netflix shared with ad buyers.There are 441,625 option contracts traded on Thursday. Call options account for 56% of overall option trades. Particularly high volume was seen for the $240 strike call option expiring September 16, with 30,430 contracts trading on Thursday.Roku Inc surged 7.99% on Thursday, it amended its severance benefit plan, in the event of a change in control, according to an 8-K filing late Wednesday, some investors believe that the new change-in-control language may mean that a takeover offer may be coming.There are 134,778 option contracts traded on Thursday. Call options account for 58% of overall option trades. Particularly high volume was seen for the $75 strike call option expiring September 16, with 8,876 contracts trading on Thursday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: iShares 20+ Year Treasury Bond ETF, iShares Russell 2000 ETF, Invesco QQQ Trust, AMD, Wells Fargo, iShares China Large-Cap ETF, iShares MSCI Emerging Markets ETF, Transocean, Vale SA, Coeur MiningTop 10 bearish stocks: Apple, SoFi Technologies Inc., SPDR S&P 500 ETF Trust, Palantir Technologies Inc., Tesla Motors, VanEck Gold Miners ETF, Snap Inc, Amazon.com, Ford, DraftKings Inc.Source: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9934697631,"gmtCreate":1663233582024,"gmtModify":1676537233336,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9934697631","repostId":"2267526431","repostType":4,"repost":{"id":"2267526431","pubTimestamp":1663255388,"share":"https://www.laohu8.com/m/news/2267526431?lang=&edition=full","pubTime":"2022-09-15 23:23","market":"us","language":"en","title":"Warren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2267526431","media":"Motley Fool","summary":"Berkshire Hathaway has added eight new stock positions to its portfolio this year, but the most promising could be one of the smaller positions.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has added eight new stocks to its portfolio in 2022, according to the company&#39;s SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in <b>Occidental Petroleum</b> (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire&#39;s investments in <b>HP </b>(NYSE: HPQ) and <b>Citigroup</b> (NYSE: C) have also been discussed extensively in the investing community.</p><p>While these have been the headline investments Berkshire Hathaway has made during this year&#39;s market downturn, of the new stocks added to Berkshire&#39;s closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.</p><h2>Here&#39;s my favorite out of Berkshire&#39;s newest stock positions</h2><p>In the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company <b>Markel</b> to its portfolio. In the second quarter, Berkshire&#39;s stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company&#39;s outstanding shares.</p><p>To be sure, we don&#39;t know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire&#39;s standards, a $600 million investment is small and could have come from one of the others.</p><p>Having said that, Markel is a perfect fit for Buffett&#39;s investment style. For one thing, Buffett <i>loves</i> insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire&#39;s other insurance operations to acquire businesses and common stocks.</p><p>Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.</p><h2>A mini-Berkshire with a key advantage</h2><p>Perhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett&#39;s approach to its investment strategy.</p><p>If you&#39;re not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel&#39;s combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel&#39; underwriting profit margin has been 4.5%.</p><p>This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies&#39; profits comes from investing the float, or the premiums collected but not yet paid out for claims.</p><p>In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.</p><p>Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel&#39;s largest stock position is none other than Berkshire Hathaway. Other top positions include <b>Brookfield Asset Management</b> (NYSE: BAM), <b>Alphabet </b>(NASDAQ: GOOG)(NASDAQ: GOOGL), and <b>Home Depot</b> (NYSE: HD), just to name a few.</p><p>Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.</p><h2>A near-perfect fit for Berkshire&#39;s portfolio</h2><p>In a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.</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>Warren Buffett Has Bought 8 New Stocks in 2022: 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\">\nWarren Buffett Has Bought 8 New Stocks in 2022: Here's the Best of the Bunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-15 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/\">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","HD":"家得宝","MKL":"Markel Corp","GOOGL":"谷歌A","GOOG":"谷歌","BAM":"布鲁克菲尔德资产管理","HPQ":"惠普","C":"花旗"},"source_url":"https://www.fool.com/investing/2022/09/14/warren-buffett-has-bought-8-new-stocks-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2267526431","content_text":"Berkshire Hathaway has added eight new stocks to its portfolio in 2022, according to the company's SEC filings. Some are rather large positions that have received quite a bit of coverage, such as the massive stake in Occidental Petroleum (NYSE: OXY) that CEO Warren Buffett and his team have accumulated in just a few months. Berkshire's investments in HP (NYSE: HPQ) and Citigroup (NYSE: C) have also been discussed extensively in the investing community.While these have been the headline investments Berkshire Hathaway has made during this year's market downturn, of the new stocks added to Berkshire's closely watched stock portfolio in 2022, my top pick is one that has largely flown under the radar.Here's my favorite out of Berkshire's newest stock positionsIn the first quarter of 2022, Berkshire Hathaway added just over 420,000 shares of specialty insurance company Markel to its portfolio. In the second quarter, Berkshire's stake was increased to 467,611 shares worth $605 million – roughly 3.5% of the company's outstanding shares.To be sure, we don't know if Buffett himself was behind this move, or if one of his investment managers, Todd Combs or Ted Weschler, initiated the position in Markel. After all, when it comes to investments in the tens of billions of dollars, we can be quite sure Buffett had personal involvement, but for Berkshire's standards, a $600 million investment is small and could have come from one of the others.Having said that, Markel is a perfect fit for Buffett's investment style. For one thing, Buffett loves insurance. Berkshire Hathaway itself is an insurance company at heart, with Buffett having built Berkshire into its current state by using the float from GEICO and Berkshire's other insurance operations to acquire businesses and common stocks.Buffett also loves companies that operate in profitable niches, and Markel certainly qualifies. Markel primarily operates in the specialty insurance business (known as excess and surplus in insurance terms), and has an excellent track record of underwriting profitability.A mini-Berkshire with a key advantagePerhaps most significantly, Markel is one of the few insurance companies in the world that uses Buffett's approach to its investment strategy.If you're not familiar, insurance companies make their money in two main ways – underwriting and investing. On the underwriting side, Markel's combined ratio, which is its operating expenses plus claims paid as a percentage of premiums collected, has averaged 95.5% over the past 10 years. This means that Markel' underwriting profit margin has been 4.5%.This may sound low, but underwriting is typically a secondary source of profits for insurers. The bulk of most insurance companies' profits comes from investing the float, or the premiums collected but not yet paid out for claims.In most cases, insurers invest their float into safe income-generating instruments, such as Treasury securities and corporate bonds. But Markel and Berkshire both take a different approach by investing in businesses and stocks.Markel invests in businesses through its Markel Ventures division and owns a portfolio of stocks worth about $7 billion. And in the ultimate sign of mutual respect, Markel's largest stock position is none other than Berkshire Hathaway. Other top positions include Brookfield Asset Management (NYSE: BAM), Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), and Home Depot (NYSE: HD), just to name a few.Markel actually has one big advantage over Berkshire Hathaway when it comes to its investing strategy – its size. This is especially true on the Markel Ventures side of the business, which invests primarily in early stage businesses that are too small to move the needle for Berkshire.A near-perfect fit for Berkshire's portfolioIn a nutshell, Markel uses a very similar business model to Berkshire Hathaway, but is in a significantly earlier stage of building out its non-insurance investment portfolio. If management can continue to execute on its investment strategy, this is a high-potential business that could generate market-beating returns for decades to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935753522,"gmtCreate":1663144405466,"gmtModify":1676537213705,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935753522","repostId":"1112847896","repostType":4,"repost":{"id":"1112847896","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":1663143914,"share":"https://www.laohu8.com/m/news/1112847896?lang=&edition=full","pubTime":"2022-09-14 16:25","market":"us","language":"en","title":"Option Movers｜CPI Data Spurred the Interest of SQQQ; Bearish Sentiment in Mega-Cap Growth Stocks Like Google Is Rising","url":"https://stock-news.laohu8.com/highlight/detail?id=1112847896","media":"Tiger Newspress","summary":"A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report d","content":"<html><head></head><body><p>A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><h2>Options Broad View</h2><p>A total volume of 39,422,317 contracts was traded on Tuesday, up 11.66% from the previous day. Call options account for 48% of total options trades.</p><p>There are 8.70 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Tuesday. Call options account for 36% in overall option trades. Particularly high volume was seen for the $390 strike call option expiring September 16, with 150,664 contracts trading on Tuesday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>,</b> <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,</b> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>,</b> <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>,</b> <b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>,</b> <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>,</b> <b><a href=\"https://laohu8.com/S/VIX\">Cboe Volatility Index</a>,</b> <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.22 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Tuesday. Call options account for 36% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> increase 6.36% and 15%, respectively, from the previous day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76871f0d18a7951a813510bd2d988136\" tg-width=\"471\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a></b> surged 16.5% while <b><a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a></b> crashed 16.46% following higher-than-expected CPI data. CPIincreased 0.1% for the month and 8.3% over the past year even as gas prices helped give consumers a little bit of a break. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.</p><p>There are 266.8K <b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a></b> option contracts traded on Tuesday. Call options account for 83% of overall option trades. Particularly high volume was seen for the $45 strike call option expiring Sep 16, with 14,306 contracts trading on Tuesday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f394df88437a5a57c7a469b3f4bf3bc\" tg-width=\"977\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b> slipped 5.9% and was one of the biggest losers among mega-cap growth stocks. It is reportedly facing damages claims of up to EUR25 billion ($25.4 billion) in two upcoming court cases in the U.K and the Netherlands over its digital advertising practices.</p><p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b>&#39;s option trading has also seen relatively large changes. There are 362,452 option contracts traded on Tuesday. Call options account for 60% of overall option trades. Particularly high volume was seen for the $105 strike put option expiring September 16, with 14,615 contracts trading on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> slid 10.32% on Tuesday. The company accepted the resignation of co-founder and former CEO John Foley from his position as executive chairman, effective immediately, on Monday evening. His departure was joined by the announcement of a planned exit of fellow co-founder and Chief Legal Officer Hisao Kushi, effective October 3.</p><p>There are 108,501 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $10.5 strike call option expiring September 16, with 11,910 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>,</b> <b><a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a>,</b> <b><a href=\"https://laohu8.com/S/EWC\">iShares MSCI Canada ETF</a>,</b> <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>,</b> <b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a>,</b> <b><a href=\"https://laohu8.com/S/DB\">Deutsche Bank AG</a>,</b> <b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a>,</b> <b><a href=\"https://laohu8.com/S/EWG\">iShares MSCI Germany ETF</a>,</b> <b><a href=\"https://laohu8.com/S/NLY\">Annaly Capital Management</a>,</b> <b><a href=\"https://laohu8.com/S/NLOK\">NortonLifeLock Inc.</a></b></p><p><b>Top 10 bearish stocks:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>,</b> <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>,</b> <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,</b> <b><a href=\"https://laohu8.com/S/BCS\">Barclays PLC</a>,</b> <b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>,</b> <b><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>, <a href=\"https://laohu8.com/S/UBER\">Uber</a>, <a href=\"https://laohu8.com/S/GLD\">SPDR Gold Shares</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43b204b64caf93149c8da71ea04d687a\" tg-width=\"554\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></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>Option Movers｜CPI Data Spurred the Interest of SQQQ; Bearish Sentiment in Mega-Cap Growth Stocks Like Google Is Rising</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\">\nOption Movers｜CPI Data Spurred the Interest of SQQQ; Bearish Sentiment in Mega-Cap Growth Stocks Like Google Is Rising\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-14 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.</p><p>The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&amp;P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.</p><h2>Options Broad View</h2><p>A total volume of 39,422,317 contracts was traded on Tuesday, up 11.66% from the previous day. Call options account for 48% of total options trades.</p><p>There are 8.70 million <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> options traded on Tuesday. Call options account for 36% in overall option trades. Particularly high volume was seen for the $390 strike call option expiring September 16, with 150,664 contracts trading on Tuesday.</p><h2>Top 10 Option Volumes</h2><p><b>Top 10:<a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a>, <a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>,</b> <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,</b> <b><a href=\"https://laohu8.com/S/AAPL\">Apple</a>,</b> <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>,</b> <b><a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>,</b> <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>,</b> <b><a href=\"https://laohu8.com/S/VIX\">Cboe Volatility Index</a>,</b> <b><a href=\"https://laohu8.com/S/AMD\">AMD</a></b></p><p>Options related to equity index ETFs are still top choices for investors, with 3.22 million <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> options contracts trading on Tuesday. Call options account for 36% in overall option trades. Total trading volume for <b><a href=\"https://laohu8.com/S/SPY\">SPDR S&amp;P 500 ETF Trust</a></b> and <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a></b> increase 6.36% and 15%, respectively, from the previous day.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/76871f0d18a7951a813510bd2d988136\" tg-width=\"471\" tg-height=\"930\" referrerpolicy=\"no-referrer\"/><span>Source: Tiger Trade APP</span></p><p><b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a></b> surged 16.5% while <b><a href=\"https://laohu8.com/S/TQQQ\">Nasdaq100 Bull 3X ETF</a></b> crashed 16.46% following higher-than-expected CPI data. CPIincreased 0.1% for the month and 8.3% over the past year even as gas prices helped give consumers a little bit of a break. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.</p><p>There are 266.8K <b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a></b> option contracts traded on Tuesday. Call options account for 83% of overall option trades. Particularly high volume was seen for the $45 strike call option expiring Sep 16, with 14,306 contracts trading on Tuesday.</p><h2>Unusual Options Activity</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f394df88437a5a57c7a469b3f4bf3bc\" tg-width=\"977\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p><p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b> slipped 5.9% and was one of the biggest losers among mega-cap growth stocks. It is reportedly facing damages claims of up to EUR25 billion ($25.4 billion) in two upcoming court cases in the U.K and the Netherlands over its digital advertising practices.</p><p><b><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a></b>&#39;s option trading has also seen relatively large changes. There are 362,452 option contracts traded on Tuesday. Call options account for 60% of overall option trades. Particularly high volume was seen for the $105 strike put option expiring September 16, with 14,615 contracts trading on Tuesday.</p><p><b><a href=\"https://laohu8.com/S/PTON\">Peloton Interactive, Inc.</a></b> slid 10.32% on Tuesday. The company accepted the resignation of co-founder and former CEO John Foley from his position as executive chairman, effective immediately, on Monday evening. His departure was joined by the announcement of a planned exit of fellow co-founder and Chief Legal Officer Hisao Kushi, effective October 3.</p><p>There are 108,501 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $10.5 strike call option expiring September 16, with 11,910 contracts trading on Tuesday.</p><h2>TOP Bullish &amp; Bearish Single Stocks</h2><p>This report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).</p><p>If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.</p><p><b>Top 10 bullish stocks: <a href=\"https://laohu8.com/S/GILD\">Gilead Sciences</a>,</b> <b><a href=\"https://laohu8.com/S/ELAN\">Elanco Animal Health Inc</a>,</b> <b><a href=\"https://laohu8.com/S/EWC\">iShares MSCI Canada ETF</a>,</b> <b><a href=\"https://laohu8.com/S/QQQ\">Invesco QQQ Trust</a>,</b> <b><a href=\"https://laohu8.com/S/SQQQ\">Nasdaq100 Bear 3X ETF</a>,</b> <b><a href=\"https://laohu8.com/S/DB\">Deutsche Bank AG</a>,</b> <b><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a>,</b> <b><a href=\"https://laohu8.com/S/EWG\">iShares MSCI Germany ETF</a>,</b> <b><a href=\"https://laohu8.com/S/NLY\">Annaly Capital Management</a>,</b> <b><a href=\"https://laohu8.com/S/NLOK\">NortonLifeLock Inc.</a></b></p><p><b>Top 10 bearish stocks:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>,</b> <b><a href=\"https://laohu8.com/S/IWM\">iShares Russell 2000 ETF</a>,</b> <b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>,</b> <b><a href=\"https://laohu8.com/S/BCS\">Barclays PLC</a>,</b> <b><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>,</b> <b><a href=\"https://laohu8.com/S/SOFI\">SoFi Technologies Inc.</a>,</b> <b><a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>, <a href=\"https://laohu8.com/S/UBER\">Uber</a>, <a href=\"https://laohu8.com/S/GLD\">SPDR Gold Shares</a></b></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43b204b64caf93149c8da71ea04d687a\" tg-width=\"554\" tg-height=\"274\" referrerpolicy=\"no-referrer\"/><span>Source: Market Chameleon</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc.","GOOGL":"谷歌A","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","GOOG":"谷歌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112847896","content_text":"A broad sell-off sent U.S. stocks reeling on Tuesday after a hotter-than-expected inflation report dashed hopes that the Federal Reserve could relent and scale back its policy tightening in the coming months.The Dow Jones Industrial Average fell 1,276.37 points, or 3.94%, to 31,104.97, the S&P 500 lost 177.72 points, or 4.32%, to 3,932.69 and the Nasdaq Composite dropped 632.84 points, or 5.16%, to 11,633.57.Options Broad ViewA total volume of 39,422,317 contracts was traded on Tuesday, up 11.66% from the previous day. Call options account for 48% of total options trades.There are 8.70 million SPDR S&P 500 ETF Trust options traded on Tuesday. Call options account for 36% in overall option trades. Particularly high volume was seen for the $390 strike call option expiring September 16, with 150,664 contracts trading on Tuesday.Top 10 Option VolumesTop 10:SPDR S&P 500 ETF Trust, Invesco QQQ Trust, Tesla Motors, Apple, iShares Russell 2000 ETF, Amazon.com, Meta Platforms, Inc., NVIDIA Corp, Cboe Volatility Index, AMDOptions related to equity index ETFs are still top choices for investors, with 3.22 million Invesco QQQ Trust options contracts trading on Tuesday. Call options account for 36% in overall option trades. Total trading volume for SPDR S&P 500 ETF Trust and Invesco QQQ Trust increase 6.36% and 15%, respectively, from the previous day.Source: Tiger Trade APPNasdaq100 Bear 3X ETF surged 16.5% while Nasdaq100 Bull 3X ETF crashed 16.46% following higher-than-expected CPI data. CPIincreased 0.1% for the month and 8.3% over the past year even as gas prices helped give consumers a little bit of a break. Excluding volatile food and energy costs, CPI rose 0.6% from July and 6.3% from the same month in 2021.There are 266.8K Nasdaq100 Bear 3X ETF option contracts traded on Tuesday. Call options account for 83% of overall option trades. Particularly high volume was seen for the $45 strike call option expiring Sep 16, with 14,306 contracts trading on Tuesday.Unusual Options ActivitySource: Market ChameleonAlphabet slipped 5.9% and was one of the biggest losers among mega-cap growth stocks. It is reportedly facing damages claims of up to EUR25 billion ($25.4 billion) in two upcoming court cases in the U.K and the Netherlands over its digital advertising practices.Alphabet's option trading has also seen relatively large changes. There are 362,452 option contracts traded on Tuesday. Call options account for 60% of overall option trades. Particularly high volume was seen for the $105 strike put option expiring September 16, with 14,615 contracts trading on Tuesday.Peloton Interactive, Inc. slid 10.32% on Tuesday. The company accepted the resignation of co-founder and former CEO John Foley from his position as executive chairman, effective immediately, on Monday evening. His departure was joined by the announcement of a planned exit of fellow co-founder and Chief Legal Officer Hisao Kushi, effective October 3.There are 108,501 option contracts traded on Tuesday. Call options account for 53% of overall option trades. Particularly high volume was seen for the $10.5 strike call option expiring September 16, with 11,910 contracts trading on Tuesday.TOP Bullish & Bearish Single StocksThis report shows stocks with the highest volume of bullish and bearish activity by option delta volume, which converts option volume to an equivalent stock volume (bought or sold).If we take the total positive option delta volume and subtract the total negative option delta volume, we will get the net imbalance. If the net imbalance is positive, there is more bullish pressure. If the net is negative, there is more bearish pressure.Top 10 bullish stocks: Gilead Sciences, Elanco Animal Health Inc, iShares MSCI Canada ETF, Invesco QQQ Trust, Nasdaq100 Bear 3X ETF, Deutsche Bank AG, Bausch Health Companies Inc, iShares MSCI Germany ETF, Annaly Capital Management, NortonLifeLock Inc.Top 10 bearish stocks:Apple, iShares Russell 2000 ETF, Tesla Motors, Barclays PLC, Bank of America, SoFi Technologies Inc., Meta Platforms, Inc., Uber, SPDR Gold SharesSource: Market Chameleon","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935123209,"gmtCreate":1663049087801,"gmtModify":1676537191570,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935123209","repostId":"2266325053","repostType":4,"repost":{"id":"2266325053","pubTimestamp":1663035105,"share":"https://www.laohu8.com/m/news/2266325053?lang=&edition=full","pubTime":"2022-09-13 10:11","market":"us","language":"en","title":"4 Growth Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2266325053","media":"Motley Fool","summary":"Buying when these stocks are low could be the investment move of a lifetime.","content":"<html><head></head><body><p>Who doesn&#39;t love a great growth stock? Consider what a $10,000 investment made in <b>Tesla</b> 10 years ago would be worth today: a cool $1.62 million.</p><p>It&#39;s this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.</p><p>So let&#39;s look at a few stocks with serious potential: Perhaps not the potential to match Tesla&#39;s insane 16,000% return over 10 years but still stocks worth owning nonetheless.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>When it comes to growth stocks worth owning and holding forever, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.</p><p>The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the <b>S&amp;P 500</b> average of 20.5.</p><p>Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world&#39;s premier companies -- before its valuation bounces higher.</p><h2>2. <a href=\"https://laohu8.com/S/SPOT\">Spotify</a></h2><p>After years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like <b>Spotify</b>.</p><p><img src=\"https://static.tigerbbs.com/cfba0c37d379e16f6fcabe26efcf82f4\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn&#39;t satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.</p><p>Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.</p><h2>3. <a href=\"https://laohu8.com/S/RBLX\">Roblox</a></h2><p>My third recommendation is <a href=\"https://laohu8.com/S/RBLX\">Roblox</a>. As I&#39;ve noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.</p><p>Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to &#34;own&#34; the metaverse. Yes, I&#39;m looking at you,<b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>.</p><p>While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.</p><p>In time, those users (and their billions of hours spent on the platform) <i>will be monetized</i>. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.</p><h2>4. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>The fourth stock to buy and hold forever is <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. If there&#39;s one thing everyone can agree on, it&#39;s this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.</p><p>But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, &#34;The office, as we know it, is over.&#34; Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.</p><p>Airbnb is capitalizing on the new work-from-home reality. And it&#39;s bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.</p><p>The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.</p><p>So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.</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>4 Growth Stocks to Buy and Hold Forever</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\">\n4 Growth Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","RBLX":"Roblox Corporation","ABNB":"爱彼迎","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266325053","content_text":"Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.So let's look at a few stocks with serious potential: Perhaps not the potential to match Tesla's insane 16,000% return over 10 years but still stocks worth owning nonetheless.1. MicrosoftWhen it comes to growth stocks worth owning and holding forever, Microsoft  is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the S&P 500 average of 20.5.Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world's premier companies -- before its valuation bounces higher.2. SpotifyAfter years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like Spotify.While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn't satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.3. RobloxMy third recommendation is Roblox. As I've noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to \"own\" the metaverse. Yes, I'm looking at you,Meta Platforms.While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.In time, those users (and their billions of hours spent on the platform) will be monetized. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.4. AirbnbThe fourth stock to buy and hold forever is Airbnb. If there's one thing everyone can agree on, it's this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, \"The office, as we know it, is over.\" Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.Airbnb is capitalizing on the new work-from-home reality. And it's bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932443148,"gmtCreate":1662984817485,"gmtModify":1676537175924,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932443148","repostId":"2266734519","repostType":4,"repost":{"id":"2266734519","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1662974873,"share":"https://www.laohu8.com/m/news/2266734519?lang=&edition=full","pubTime":"2022-09-12 17:27","market":"us","language":"en","title":"Oracle, Occidental, JPMorgan And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2266734519","media":"Benzinga","summary":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:\n","content":"<html><head></head><body><p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Warren Buffett’s Berkshire Hathaway bought more stock in <b>Occidental Petroleum</b> (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</li></ul><ul><li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.</li><li><b>JPMorgan Chase &amp; Co.</b> (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a> </b> (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>, Inc. </b> (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/RENT\">Rent the Runway, Inc.</a></b> (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.</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>Oracle, Occidental, JPMorgan And More: U.S. Stocks To Watch</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\">\nOracle, Occidental, JPMorgan And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-12 17:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Warren Buffett’s Berkshire Hathaway bought more stock in <b>Occidental Petroleum</b> (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</li></ul><ul><li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.</li><li><b>JPMorgan Chase &amp; Co.</b> (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a> </b> (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>, Inc. </b> (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/RENT\">Rent the Runway, Inc.</a></b> (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTRX":"Matrix Service Company","IDYA":"IDEAYA Biosciences","OXY":"西方石油","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4538":"云计算","BK4581":"高盛持仓","BK4528":"SaaS概念","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4516":"特朗普概念","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","RENT":"Rent the Runway, Inc.","BK4207":"综合性银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266734519","content_text":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Warren Buffett’s Berkshire Hathaway bought more stock in Occidental Petroleum (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.Wall Street expects Oracle Corporation (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.JPMorgan Chase & Co. (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.Analysts expect  Matrix Service Company  (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.IDEAYA Biosciences, Inc.  (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.Analysts expect  Rent the Runway, Inc. (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9936378895,"gmtCreate":1662716616717,"gmtModify":1676537125974,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9936378895","repostId":"2265863151","repostType":4,"repost":{"id":"2265863151","pubTimestamp":1662736820,"share":"https://www.laohu8.com/m/news/2265863151?lang=&edition=full","pubTime":"2022-09-09 23:20","market":"us","language":"en","title":"2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid","url":"https://stock-news.laohu8.com/highlight/detail?id=2265863151","media":"Motley Fool","summary":"There are some excellent businesses in Berkshire Hathaway's stock portfolio, but others should be approached with caution.","content":"<html><head></head><body><p><b>Berkshire Hathaway</b> has a massive stock portfolio with dozen of companies worth well over $300 billion, and many of its positions were selected by CEO Warren Buffett himself.</p><p>For the most part, Buffett and his investment managers are known for buying the stocks of tried-and-true businesses that are well established and stable but still have long-term growth potential. But that&#39;s not always the case, and not every &#34;Buffett stock&#34; is worth buying now. Here are two in particular that look like attractive long-term investments after the recent market decline and one growth stock in Berkshire&#39;s portfolio that you might want to think twice about.</p><h2>1. This Buffett bank stock could be a big winner in the rising-rate environment</h2><p><b>Bank of America</b> is the second-largest stock position in Berkshire&#39;s portfolio. As of the latest information, Berkshire owned just over a billion shares of the megabank, which translates to an ownership stake of about 13%.</p><p>The bank stock is down by about 35% from its recent high, mainly due to recession fears. In recessions, banks often see an uptick in loan defaults as well as a slowdown in consumer demand for borrowing. However, Bank of America is also well positioned to <i>benefit</i> from the current environment. As the Federal Reserve raises rates, it is likely to result in billions in additional net interest income for Bank of America. The bank has a massive base of low-cost and non-interest-bearing deposits, and rate hikes have a big impact on the bottom line.</p><p>We&#39;ve already started to see this in the bank&#39;s second-quarter results, and management estimates that a 100-basis-point (one percentage point) shift in the yield curve would produce an additional $5 billion in net interest income annually, which could certainly help offset any negative impact of an economic slowdown.</p><h2>2. A mini-Berkshire that has one big advantage over Buffett</h2><p><b>Markel</b> is often referred to as &#34;baby Berkshire,&#34; and it&#39;s easy to see why. An insurance company at heart, Markel also invests its float in a portfolio of stocks, as well as in private businesses, through its Markel Ventures division. So it wasn&#39;t too surprising to see Berkshire add Markel to its stock portfolio this year.</p><p>It&#39;s important to note that Markel not only has a similar business model to Berkshire Hathaway, but it actually has one key advantage over it -- its size. With a market cap of about $16 billion, Markel is less than 3% of Berkshire&#39;s size. This means that Markel can produce needle-moving returns from smaller investments (like its venture capital business) than Berkshire can. As a simplified example, if Berkshire invests $100 million in a stock that ends up producing 100x returns, it would only result in about a 2% increase in the company&#39;s market value. For Markel, such an investment would be game-changing.</p><p>In short, Markel uses a time-tested business model and is comparable to an earlier-stage investment in Berkshire Hathaway itself.</p><h2>3. A high-potential fintech that faces some big headwinds</h2><p>A few years ago, Berkshire did something that it rarely does and invested in a high-growth business that had just made its public debut. While the investment wasn&#39;t made by Buffett himself, Berkshire added shares of Brazil-based fintech <b><a href=\"https://laohu8.com/S/STNE\">StoneCo</a></b>.</p><p>For a while, StoneCo was one of the best performers in Berkshire&#39;s portfolio, but the stock has been absolutely hammered in the recent downturn, with shares down by more than 90% from the highs. And while the business still has lots of potential, it&#39;s also become much riskier. The company reported a hefty net loss in the second quarter, compared with a profit a year ago, and growth has slowed down tremendously. Inflation is higher in StoneCo&#39;s market than it is in the United States, and a recession could cause a sharp decline in consumer spending. Plus, StoneCo&#39;s CFO recently decided to leave the company.</p><p>To be sure, StoneCo could end up being a home run for patient investors. If recession fears subside, growth could rebound. The company is slowly rolling out its credit card business, which could be a massive revenue driver long term. But there&#39;s too much that can go wrong in the near term, so I&#39;m staying on the sidelines.</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>2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid</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\">\n2 Warren Buffett Stocks to Buy Hand Over Fist and 1 to Avoid\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-09 23:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/08/2-warren-buffett-stocks-to-buy-hand-over-fist-and/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Berkshire Hathaway has a massive stock portfolio with dozen of companies worth well over $300 billion, and many of its positions were selected by CEO Warren Buffett himself.For the most part, Buffett ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/08/2-warren-buffett-stocks-to-buy-hand-over-fist-and/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STNE":"StoneCo","BAC":"美国银行","MKL":"Markel Corp"},"source_url":"https://www.fool.com/investing/2022/09/08/2-warren-buffett-stocks-to-buy-hand-over-fist-and/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265863151","content_text":"Berkshire Hathaway has a massive stock portfolio with dozen of companies worth well over $300 billion, and many of its positions were selected by CEO Warren Buffett himself.For the most part, Buffett and his investment managers are known for buying the stocks of tried-and-true businesses that are well established and stable but still have long-term growth potential. But that's not always the case, and not every \"Buffett stock\" is worth buying now. Here are two in particular that look like attractive long-term investments after the recent market decline and one growth stock in Berkshire's portfolio that you might want to think twice about.1. This Buffett bank stock could be a big winner in the rising-rate environmentBank of America is the second-largest stock position in Berkshire's portfolio. As of the latest information, Berkshire owned just over a billion shares of the megabank, which translates to an ownership stake of about 13%.The bank stock is down by about 35% from its recent high, mainly due to recession fears. In recessions, banks often see an uptick in loan defaults as well as a slowdown in consumer demand for borrowing. However, Bank of America is also well positioned to benefit from the current environment. As the Federal Reserve raises rates, it is likely to result in billions in additional net interest income for Bank of America. The bank has a massive base of low-cost and non-interest-bearing deposits, and rate hikes have a big impact on the bottom line.We've already started to see this in the bank's second-quarter results, and management estimates that a 100-basis-point (one percentage point) shift in the yield curve would produce an additional $5 billion in net interest income annually, which could certainly help offset any negative impact of an economic slowdown.2. A mini-Berkshire that has one big advantage over BuffettMarkel is often referred to as \"baby Berkshire,\" and it's easy to see why. An insurance company at heart, Markel also invests its float in a portfolio of stocks, as well as in private businesses, through its Markel Ventures division. So it wasn't too surprising to see Berkshire add Markel to its stock portfolio this year.It's important to note that Markel not only has a similar business model to Berkshire Hathaway, but it actually has one key advantage over it -- its size. With a market cap of about $16 billion, Markel is less than 3% of Berkshire's size. This means that Markel can produce needle-moving returns from smaller investments (like its venture capital business) than Berkshire can. As a simplified example, if Berkshire invests $100 million in a stock that ends up producing 100x returns, it would only result in about a 2% increase in the company's market value. For Markel, such an investment would be game-changing.In short, Markel uses a time-tested business model and is comparable to an earlier-stage investment in Berkshire Hathaway itself.3. A high-potential fintech that faces some big headwindsA few years ago, Berkshire did something that it rarely does and invested in a high-growth business that had just made its public debut. While the investment wasn't made by Buffett himself, Berkshire added shares of Brazil-based fintech StoneCo.For a while, StoneCo was one of the best performers in Berkshire's portfolio, but the stock has been absolutely hammered in the recent downturn, with shares down by more than 90% from the highs. And while the business still has lots of potential, it's also become much riskier. The company reported a hefty net loss in the second quarter, compared with a profit a year ago, and growth has slowed down tremendously. Inflation is higher in StoneCo's market than it is in the United States, and a recession could cause a sharp decline in consumer spending. Plus, StoneCo's CFO recently decided to leave the company.To be sure, StoneCo could end up being a home run for patient investors. If recession fears subside, growth could rebound. The company is slowly rolling out its credit card business, which could be a massive revenue driver long term. But there's too much that can go wrong in the near term, so I'm staying on the sidelines.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938558978,"gmtCreate":1662640409095,"gmtModify":1676537107133,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9938558978","repostId":"1154244543","repostType":4,"repost":{"id":"1154244543","pubTimestamp":1662650625,"share":"https://www.laohu8.com/m/news/1154244543?lang=&edition=full","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn&#39;t raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year&#39;s A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn&#39;t available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn&#39;t get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper &#34;SE&#34; model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn&#39;t get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn&#39;t take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company&#39;s revenues. That&#39;s actually up a little over the prior year&#39;s first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed&#39;s maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple&#39;s event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Delivering For Everyone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938379262,"gmtCreate":1662566046156,"gmtModify":1676537089796,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938379262","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","pubTimestamp":1662564242,"share":"https://www.laohu8.com/m/news/2265067759?lang=&edition=full","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<html><head></head><body><p>The stock market has not been kind to investors this year. The <b>S&amp;P 500</b> had its worst first half since 1970, and the <b>Nasdaq Composite</b> is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.</p><p>In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, <b>Roku</b> and <b><a href=\"https://laohu8.com/S/MELI\">MercadoLibre</a></b> could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.</p><p>Here&#39;s why.</p><h2>Roku: The top streaming platform in North America</h2><p>Streaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.</p><p>Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place <b>Samsung </b>and third-place <b>Amazon</b> held just 17% and 12% market share, respectively.</p><p>Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.</p><p>Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$905.9 million</p></td><td width=\"156\"><p>$3 billion</p></td><td width=\"156\"><p>50%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$39.4 million</p></td><td width=\"156\"><p>$73.4 million</p></td><td width=\"156\"><p>23%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.</p><p>Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.</p><p>Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.</p><p>With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That&#39;s why investors should consider buying this growth stock today.</p><h2>MercadoLibre: The e-commerce leader in Latin America</h2><p>MercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.</p><p>Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn&#39;t be able to achieve that on their own.</p><p>Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.</p><p>Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.</p><table><thead><tr><th><p>Metric</p></th><th><p>Q2 2019</p></th><th><p>Q2 2022</p></th><th><p>CAGR</p></th></tr></thead><tbody><tr><td width=\"156\"><p>Revenue (TTM)</p></td><td width=\"156\"><p>$1.8 billion</p></td><td width=\"156\"><p>$8.8 billion</p></td><td width=\"156\"><p>70%</p></td></tr><tr><td width=\"156\"><p>Cash from operations (TTM)</p></td><td width=\"156\"><p>$289.7 million</p></td><td width=\"156\"><p>$1.6 billion</p></td><td width=\"156\"><p>78%</p></td></tr></tbody></table><p>Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.</p><p>Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.</p><p>According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.</p><p>On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That&#39;s why this growth stock is a smart buy for long-term investors.</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>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MELI":"MercadoLibre","ROKU":"Roku Inc"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931534329,"gmtCreate":1662477487162,"gmtModify":1676537069621,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9931534329","repostId":"1199050881","repostType":4,"repost":{"id":"1199050881","pubTimestamp":1662478265,"share":"https://www.laohu8.com/m/news/1199050881?lang=&edition=full","pubTime":"2022-09-06 23:31","market":"us","language":"en","title":"Alibaba: Short-Term Trading Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1199050881","media":"Seeking Alpha","summary":"SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Over the last 5 days, the market has reached a consensus of sorts on Alibaba&#39;s valuation; its value is somewhere between $90.78 and $100.88/share.</li><li>Alibaba has repeatedly traded at high volumes near both value extremes in the last 5 days, sometimes on the same day.</li><li>Alibaba&#39;s volatility makes it a great stock for short-term day or swing trading.</li><li>Money in losing positions is often called &#34;dead money&#34;. However short-term trading around a losing position can, if executed successfully, lower a position&#39;s cost basis and generate return.</li></ul><p><b>The Young Bull and the Older, Wiser Bull</b></p><p>Recently, I observed an old bull and a young bull grazing in a green pasture on a beautiful, sunny day. The young bull gazed towards a nearby watering hole and noticed a herd of cows had gathered there. The youngster said, &#34;I&#39;m going to run over and buy one of those cows a drink&#34;. The older, wiser bull replied, &#34;I&#39;m going to walk over and buy them all a drink&#34;.</p><p><b>Alibaba: A Proverbial Herd of Cows</b></p><p>Over the last year, Alibaba (NYSE:BABA) has traded between a high of $182.09 and a low of $73.28. BABA has generally trended down with exceptional volatility and closed on September 2nd at $91.80.</p><p><i>BABA: 1-Year Price Range</i></p><p><img src=\"https://static.tigerbbs.com/ca7be63615cd2146c68f392a0cef02e2\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Many portfolios, no doubt, include &#34;dead money&#34; in losing BABA positions with negative unrealized and realized gains. However, each time a share changed hands at every price level, there was a winner and a loser on the trade. Clever or lucky investors sold at a short-term peak to a willing buyer; the opposite case is also true. Over most time ranges, it may be possible to get on the winning side of most trades and generate return even on dead money.</p><p><b>Short-Term Trading Strategy: Maintain Share Count</b></p><p>Over the last five days, BABA&#39;s price range has been $90.78 to $100.88/share. Over the same 5 days, BABA has traded at several shorter-term highs and lows. Based on the recent past and the last year, one could reasonably expect BABA to continue bouncing in a similar way. With the goal of maintaining share count while realizing short-term gains, I recommend a short-term buying and selling strategy based on a relatively simple analysis.</p><p><i>BABA: 5-Day Price with Buy &amp; Sell Ranges - Maintain Share Count</i></p><p><img src=\"https://static.tigerbbs.com/0d0037de1ff3e4a30d8de1609790a0ad\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA&#39;s 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. The green and red shaded areas represent short-term buy and sell zones by the author. The sell and buy ranges begin at 0.75% above and below the median price respectively. The 0.75% spread on each side of the median price range is somewhat arbitrary. It could be narrower or broader depending on several factors including one&#39;s risk tolerance, how closely one will follow BABA intraday, and one&#39;s planned trading frequency &amp; volume. Based on my analysis of recent trading, I recommend buying BABA beginning at $95.11 and selling beginning at $96.55 in order to realize short-term gains while maintaining share count.</p><p><b><i>Buy &amp; Sell BABA While Maintaining Share Count</i></b></p><p>This chart was generated with a downloadable Excel spreadsheet by the author.</p><p><i>Maintain Share Count</i></p><p><img src=\"https://static.tigerbbs.com/033f311932792e534be4a59481a36ad3\" tg-width=\"583\" tg-height=\"734\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>Adjustable inputs are in the shaded cells. Buy and sell limit orders are tabulated with a goal of maintaining share count; buy &amp; sell count and spread are equal. I recommend investors who are comfortable with short-term trading place descending buy and ascending sell limit orders on both sides of the short-term median price. Less aggressive investors can place a single limit order or a single buy and sell pair.</p><p>However, based on a brief review of BABA valuation and momentum, some investors may wish to accumulate BABA.</p><p><b>BABA: A Brief Review of Valuation and Momentum</b></p><p><i>BABA: Historical EV/EBITDA Ratio</i></p><p><img src=\"https://static.tigerbbs.com/65d572de993b59310b63a1e15952975e\" tg-width=\"640\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA EV/EBITDA is plotted over 3 years and is currently near its lowest point over that time range. The ratio reached a peak in late 2020 (arguably based on positive sentiment and hopeful analysis) and has since fallen on delisting concerns and negative sentiment. I expect delisting concerns to be resolved and sentiment to improve. Based on BABA&#39;s current EV/EBITDA ratio, now is a good time to accumulate shares.</p><p><i>BABA: Momentum</i></p><p><img src=\"https://static.tigerbbs.com/08c5bd8470c70c6d1153b9f3e6fec200\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA share price is currently below its 200, 100, 50, and even 10-day simple moving averages. A simple momentum strategy is based on reversion to mean; over most time ranges, share price will oscillate around its mean value. If BABA oscillates towards any of its moving averages, share price will increase.</p><p><b>Short-Term Trading Strategy: Accumulate Shares</b></p><p>Based on a brief review of BABA valuation and momentum, I recommend investors accumulate BABA. The following graph is nearly identical to the graph discussed above; a single parameter has been adjusted.</p><p><i>BABA: 5-Day Price with Buy &amp; Sell Ranges: Accumulate Shares</i></p><p><img src=\"https://static.tigerbbs.com/0134a770b2e34c173529887827a35fcc\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Again, BABA&#39;s 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. However, the green and red shaded areas representing short-term buy and sell zones are asymmetric with relation to the median price. The sell range begins at 0.75% above the median price while the buy range begins 0.5% below the median price. Short-term trading with these ranges would be more likely to result in accumulation of shares than the &#34;<i>Maintain Share Count&#34;</i>strategy discussed previously.</p><p><b><i>Buy &amp; Sell BABA While Accumulating Shares</i></b></p><p>This chart is very similar to that discussed with relation to the &#34;<i>Maintain Share Count&#34;</i> strategy and was generated with the same downloadable Excel spreadsheet.</p><p><i>Accumulate Shares</i></p><p><img src=\"https://static.tigerbbs.com/96237d2d24d5b86f0fd446b9f1ee7ac2\" tg-width=\"581\" tg-height=\"740\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>The only difference is the buy spread has been reduced to 0.50% from 0.75%. The recommended sell orders are identical while the recommended buy orders are slightly more aggressive. In essence, the recommended sell and buy orders would be more likely to result in accumulating shares than those listed in &#34;<i>Buy &amp; Sell BABA While Maintaining Share Count&#34;</i>chart.</p><p><b>Short-Term Trading and Wash Sales</b></p><p>Any buyer or seller of any security including BABA should be aware of IRSrules on wash sales and seek the advice of a licensed accountant or other licensed professional as necessary. A good Seeking Alpha article on wash sale rules is also available. Generally, IRS wash rules apply to the sale and purchase of an identical stock within a 30-day period and are most often applied to tax loss sales.</p><p>Another scenario can be beneficial to investors. If a losing position or fraction thereof is sold and then repurchased at a lesser cost, a wash sale occurs. Most brokerages will adjust the cost basis of the position. It is easiest to discuss with an example and I happen to hold a losing BABA position.</p><p>My BABA cost basis is approximately $115. I swing trade losing positions aggressively and have shared my strategy in comments on BABA articles on two occasions. On August 26th, I sold my entire position in 10 blocks with ascending limit orders starting at $98.5 with intervals of $0.5 (98.5, 99, 99.5, …$103) for an average sale price of $100.75. I placed descending limit orders later in the day to buy the same blocks starting at $98 and descending by $0.5. Two of those limit orders closed that day at $98 and $97.5 and subsequently, I was able to refill the remainder of my position with a total average price of $95.75. Notably, I realized neither the highest possible sale price nor the lowest possible purchase price over the period but still gained $5.00 per share. My cost basis was lowered from about $115 to about $110/share.</p><p><b>Risks: Plan to Win but Be Prepared to Fail</b></p><p>A thorough fundamental analysis of BABA or discussion of news is beyond the scope of this discussion; there is no shortage of analysis and news elsewhere. If one is going to buy or sell any stock, including short-term, evaluation should be carefully considered.</p><p>Further, the recommended buying and selling ranges may not be advantageous over any period if BABA makes a big move in either direction. I recommend traders generate a similar buy/sell plot either with Seeking Alpha&#39;s advanced charting tool or by printing and annotating a chart by hand.</p><p>Short-term trading can go wrong in at least two ways. An investor can sell a fraction of a position or an entire position at the beginning of a sustained rally. That investor might not have an opportunity to repurchase those shares at a lesser price if the stock continues to rally. Conversely, one can purchase an unlimited quantity of shares on a dip and never be able to sell those shares for a gain.</p><p>An individual investor can manage these risks several ways. Complimentary but opposite limit orders can be placed as transactions close. Some brokerages have special order types whereby a secondary order is placed after a primary order executes. Further, an investor can limit how much of a position is sold or stop buying a dip once a position limit is reached. Both selling and accumulation can be limited by adjusting the frequency, size, and spread of the trades.</p><p>An aggressive investor can sell up to 100% of any position at any moment or accumulate limited only by available funds. I recommend blocks no bigger than 10% of target position size with accumulation up to 1.5x target position and selling down to 50% of the same target. In many cases where a stock is volatile, placing ascending and/or descending limit orders can be a successful strategy. More conservative investors can buy and sell in blocks of 5% or less while limiting accumulation to 120% of a target position and selling down to 80% of the same target.</p><p><b>Investor Takeaways</b></p><p>Based on current valuation and momentum, I would not recommend decreasing a BABA position at this time. BABA positions are not dead money; I advise most investors trade BABA short-term with the goal of generating return while accumulating shares. I recommend most investors buy BABA below $95.35 and sell above $96.55 if trading remains in a range similar to the last five days. Notably, Baba closed at $91.80 on Friday and may open below $95.35 on Tuesday.</p><p>I recommend investors do their own scribbling over a price chart digitally or otherwise and then tabulate limit orders. The downloadable Excel spreadsheet will generate buy and sell limit orders based on share count, high &amp; low prices over any time range, sell count &amp; spread, and buy count &amp; spread. Investors who already hold a larger BABA position than fits their own risk reward profile may be eager to reduce exposure. These Investors can also generate a buy &amp; sell zone chart and tabulate limit orders with the same Excel spreadsheet.</p><p>I advise all investors remember the two bulls I recently observed: be the older wiser, bull; have a carefully considered plan; be methodical &amp; patient; and walk. Don&#39;t run. Investors who patiently execute carefully considered plans are often lucky.</p><blockquote>In the moment of action, remember the value of silence and order - Phormio of Athens</blockquote></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>Alibaba: Short-Term Trading Strategy</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: Short-Term Trading Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its value is somewhere between $90.78 and $100.88/share.Alibaba has repeatedly traded at high volumes ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24\">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-SW"},"source_url":"https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199050881","content_text":"SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its value is somewhere between $90.78 and $100.88/share.Alibaba has repeatedly traded at high volumes near both value extremes in the last 5 days, sometimes on the same day.Alibaba's volatility makes it a great stock for short-term day or swing trading.Money in losing positions is often called \"dead money\". However short-term trading around a losing position can, if executed successfully, lower a position's cost basis and generate return.The Young Bull and the Older, Wiser BullRecently, I observed an old bull and a young bull grazing in a green pasture on a beautiful, sunny day. The young bull gazed towards a nearby watering hole and noticed a herd of cows had gathered there. The youngster said, \"I'm going to run over and buy one of those cows a drink\". The older, wiser bull replied, \"I'm going to walk over and buy them all a drink\".Alibaba: A Proverbial Herd of CowsOver the last year, Alibaba (NYSE:BABA) has traded between a high of $182.09 and a low of $73.28. BABA has generally trended down with exceptional volatility and closed on September 2nd at $91.80.BABA: 1-Year Price RangeSeeking AlphaMany portfolios, no doubt, include \"dead money\" in losing BABA positions with negative unrealized and realized gains. However, each time a share changed hands at every price level, there was a winner and a loser on the trade. Clever or lucky investors sold at a short-term peak to a willing buyer; the opposite case is also true. Over most time ranges, it may be possible to get on the winning side of most trades and generate return even on dead money.Short-Term Trading Strategy: Maintain Share CountOver the last five days, BABA's price range has been $90.78 to $100.88/share. Over the same 5 days, BABA has traded at several shorter-term highs and lows. Based on the recent past and the last year, one could reasonably expect BABA to continue bouncing in a similar way. With the goal of maintaining share count while realizing short-term gains, I recommend a short-term buying and selling strategy based on a relatively simple analysis.BABA: 5-Day Price with Buy & Sell Ranges - Maintain Share CountSeeking AlphaBABA's 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. The green and red shaded areas represent short-term buy and sell zones by the author. The sell and buy ranges begin at 0.75% above and below the median price respectively. The 0.75% spread on each side of the median price range is somewhat arbitrary. It could be narrower or broader depending on several factors including one's risk tolerance, how closely one will follow BABA intraday, and one's planned trading frequency & volume. Based on my analysis of recent trading, I recommend buying BABA beginning at $95.11 and selling beginning at $96.55 in order to realize short-term gains while maintaining share count.Buy & Sell BABA While Maintaining Share CountThis chart was generated with a downloadable Excel spreadsheet by the author.Maintain Share CountAuthorAdjustable inputs are in the shaded cells. Buy and sell limit orders are tabulated with a goal of maintaining share count; buy & sell count and spread are equal. I recommend investors who are comfortable with short-term trading place descending buy and ascending sell limit orders on both sides of the short-term median price. Less aggressive investors can place a single limit order or a single buy and sell pair.However, based on a brief review of BABA valuation and momentum, some investors may wish to accumulate BABA.BABA: A Brief Review of Valuation and MomentumBABA: Historical EV/EBITDA RatioSeeking AlphaBABA EV/EBITDA is plotted over 3 years and is currently near its lowest point over that time range. The ratio reached a peak in late 2020 (arguably based on positive sentiment and hopeful analysis) and has since fallen on delisting concerns and negative sentiment. I expect delisting concerns to be resolved and sentiment to improve. Based on BABA's current EV/EBITDA ratio, now is a good time to accumulate shares.BABA: MomentumSeeking AlphaBABA share price is currently below its 200, 100, 50, and even 10-day simple moving averages. A simple momentum strategy is based on reversion to mean; over most time ranges, share price will oscillate around its mean value. If BABA oscillates towards any of its moving averages, share price will increase.Short-Term Trading Strategy: Accumulate SharesBased on a brief review of BABA valuation and momentum, I recommend investors accumulate BABA. The following graph is nearly identical to the graph discussed above; a single parameter has been adjusted.BABA: 5-Day Price with Buy & Sell Ranges: Accumulate SharesSeeking AlphaAgain, BABA's 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. However, the green and red shaded areas representing short-term buy and sell zones are asymmetric with relation to the median price. The sell range begins at 0.75% above the median price while the buy range begins 0.5% below the median price. Short-term trading with these ranges would be more likely to result in accumulation of shares than the \"Maintain Share Count\"strategy discussed previously.Buy & Sell BABA While Accumulating SharesThis chart is very similar to that discussed with relation to the \"Maintain Share Count\" strategy and was generated with the same downloadable Excel spreadsheet.Accumulate SharesAuthorThe only difference is the buy spread has been reduced to 0.50% from 0.75%. The recommended sell orders are identical while the recommended buy orders are slightly more aggressive. In essence, the recommended sell and buy orders would be more likely to result in accumulating shares than those listed in \"Buy & Sell BABA While Maintaining Share Count\"chart.Short-Term Trading and Wash SalesAny buyer or seller of any security including BABA should be aware of IRSrules on wash sales and seek the advice of a licensed accountant or other licensed professional as necessary. A good Seeking Alpha article on wash sale rules is also available. Generally, IRS wash rules apply to the sale and purchase of an identical stock within a 30-day period and are most often applied to tax loss sales.Another scenario can be beneficial to investors. If a losing position or fraction thereof is sold and then repurchased at a lesser cost, a wash sale occurs. Most brokerages will adjust the cost basis of the position. It is easiest to discuss with an example and I happen to hold a losing BABA position.My BABA cost basis is approximately $115. I swing trade losing positions aggressively and have shared my strategy in comments on BABA articles on two occasions. On August 26th, I sold my entire position in 10 blocks with ascending limit orders starting at $98.5 with intervals of $0.5 (98.5, 99, 99.5, …$103) for an average sale price of $100.75. I placed descending limit orders later in the day to buy the same blocks starting at $98 and descending by $0.5. Two of those limit orders closed that day at $98 and $97.5 and subsequently, I was able to refill the remainder of my position with a total average price of $95.75. Notably, I realized neither the highest possible sale price nor the lowest possible purchase price over the period but still gained $5.00 per share. My cost basis was lowered from about $115 to about $110/share.Risks: Plan to Win but Be Prepared to FailA thorough fundamental analysis of BABA or discussion of news is beyond the scope of this discussion; there is no shortage of analysis and news elsewhere. If one is going to buy or sell any stock, including short-term, evaluation should be carefully considered.Further, the recommended buying and selling ranges may not be advantageous over any period if BABA makes a big move in either direction. I recommend traders generate a similar buy/sell plot either with Seeking Alpha's advanced charting tool or by printing and annotating a chart by hand.Short-term trading can go wrong in at least two ways. An investor can sell a fraction of a position or an entire position at the beginning of a sustained rally. That investor might not have an opportunity to repurchase those shares at a lesser price if the stock continues to rally. Conversely, one can purchase an unlimited quantity of shares on a dip and never be able to sell those shares for a gain.An individual investor can manage these risks several ways. Complimentary but opposite limit orders can be placed as transactions close. Some brokerages have special order types whereby a secondary order is placed after a primary order executes. Further, an investor can limit how much of a position is sold or stop buying a dip once a position limit is reached. Both selling and accumulation can be limited by adjusting the frequency, size, and spread of the trades.An aggressive investor can sell up to 100% of any position at any moment or accumulate limited only by available funds. I recommend blocks no bigger than 10% of target position size with accumulation up to 1.5x target position and selling down to 50% of the same target. In many cases where a stock is volatile, placing ascending and/or descending limit orders can be a successful strategy. More conservative investors can buy and sell in blocks of 5% or less while limiting accumulation to 120% of a target position and selling down to 80% of the same target.Investor TakeawaysBased on current valuation and momentum, I would not recommend decreasing a BABA position at this time. BABA positions are not dead money; I advise most investors trade BABA short-term with the goal of generating return while accumulating shares. I recommend most investors buy BABA below $95.35 and sell above $96.55 if trading remains in a range similar to the last five days. Notably, Baba closed at $91.80 on Friday and may open below $95.35 on Tuesday.I recommend investors do their own scribbling over a price chart digitally or otherwise and then tabulate limit orders. The downloadable Excel spreadsheet will generate buy and sell limit orders based on share count, high & low prices over any time range, sell count & spread, and buy count & spread. Investors who already hold a larger BABA position than fits their own risk reward profile may be eager to reduce exposure. These Investors can also generate a buy & sell zone chart and tabulate limit orders with the same Excel spreadsheet.I advise all investors remember the two bulls I recently observed: be the older wiser, bull; have a carefully considered plan; be methodical & patient; and walk. Don't run. Investors who patiently execute carefully considered plans are often lucky.In the moment of action, remember the value of silence and order - Phormio of Athens","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991064911,"gmtCreate":1660750980136,"gmtModify":1676536391956,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991064911","repostId":"1145675545","repostType":4,"repost":{"id":"1145675545","pubTimestamp":1660742957,"share":"https://www.laohu8.com/m/news/1145675545?lang=&edition=full","pubTime":"2022-08-17 21:29","market":"us","language":"en","title":"AMC’s CEO Will Do Whatever It Takes to Keep His Company a Meme Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=1145675545","media":"Bloomberg","summary":"For most movie fans, their dream selfie with a Hollywood star never quite materializes. But on a Fri","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/60d6c00a61a62e50a7c0c72dd49d67cc\" tg-width=\"1400\" tg-height=\"1050\" referrerpolicy=\"no-referrer\"/></p><p>For most movie fans, their dream selfie with a Hollywood star never quite materializes. But on a Friday night in June, Bruce and Deborah Cooke spotted one of their favorite movie heroes, just feet away. They moved in and asked for a photo.</p><p>Adam Aron, the chairman and chief executive officer ofAMC Entertainment Holdings Inc., greeted the couple warmly, making small talk as they arranged themselves for the camera. Bruce was dressed in slacks and a button-down. Deborah wore a striking green dress. “I put my arm around you, I go to jail,” Aron, who’s 67, playfully said to Deborah, who’s 55. Everyone laughed.</p><p>Three days earlier, Aron had announced on Twitter that he would personally be hosting a screening of Pixar’s new movie,<i>Lightyear</i>, at an AMC theater in Olathe, Kan. The Cookes, who together own a small mortgage company in Sacramento, had vowed on the spot to make the pilgrimage to Kansas.</p><p><img src=\"https://static.tigerbbs.com/26d2f8d2a68830ff364ec91c9beb7be7\" tg-width=\"600\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/>The entire AMC saga meant so much to them. During the onset of the pandemic, when movie theaters were hastily shuttered, they bought their first batch of AMC stock. Moviegoing, they believed, would eventually bounce back. Plus, they thought it was cruel that a subset of investors were trying to force the company into bankruptcy. So the Cookes joined a legion of outsider traders, loosely organized on the Reddit forumr/wallstreetbets, who were swarming to AMC’s down-and-out stock, driving up its share price and sticking it to the skeptical short sellers and hedge funds betting big on the company’s failure. The Cookes recruited their loved ones to join them. “We got a lot of friends involved,” Deborah says.</p><p>On social media, people started calling their pugnacious tribe theAMC Apes, as in<i>Planet of the Apes</i>, the movie about a primate uprising. By Wall Street standards, they might be primitive, but they possessed power in numbers.</p><p>Better yet, they had a fearless leader atop AMC, an alpha CEO who grunted and roared on Twitter, throwing feces, so to speak, at their enemies (recurring hashtag: #LetThemEatCrow) and beating his chest every time a movie performed well at the box office (#CHOKEonTHAT). Aron hired Nicole Kidman tostar in several AMC promotionsand bellowed tirelessly about her bravura performance, dubbing the glamorous actor “the first lady of AMC.” The whole thing had a King-Kong-palming-a-fair-maiden vibe. The Apes were ecstatic.</p><p>Now, after a flight to Dallas, a four-hour drive to Tulsa, a break for the night, several more hours on the road, and another respite at a crummy hotel, the Cookes were right where they wanted to be, standing loyally at the Silverback’s side. After capturing their trophy shot, the California couple took their seats. With a few minutes left before the start of the previews, the place was far from full—a slightly ominous development, which the Cookes would later chalk up to “the bad guys,” aka the hedge funds, who they suspected had snapped up tickets and let them go unused to make AMC look bad. Anything to drive down the company’s share price. “There’s no telling what [they] will do,” Deborah says.</p><p>“He creates a sound, a song, a whistle from his pipe that will cause people to gravitate preferentially to whatever business in the sector that he is running”</p><p>At the front of the theater, Aron got up, gave a shoutout to the Apes, and acknowledged that the pandemic had been difficult. But the vaccines were working. Movies were storming back. “Our investors are passionate,” he said. “They like AMC as a company. They don’t think I’m that bad either. But most of all, they really want to see movie theaters survive.”</p><p>At first glance, Aron, who became CEO of AMC in 2016, might not seem like a natural candidate to lead a successful investor insurgency. For much of his career he worked as a well-compensated turnaround artist, the kind of mercenary operator with the right pedigree (Harvard Business School) and right demeanor (bombastically self-assured) who gets hired to fix up a faltering company and maybe sell it off at a nice markup. If anything, Aron seemed like a well-sharpened tool of the Wall Street establishment, not of the internet masses.</p><p>But the pandemic shook up the entertainment cosmos and exposed a surprising lack of leadership in Hollywood. Amid all the halted productions and scrambled release schedules, everyone looked around for somebody to rally the American people behind the movie industry. When no compelling candidates emerged from the studios or the streaming services, Aron charged headlong into the void.</p><p>He’s spent his entire career perfecting the art of stunt marketing and the science of customer loyalty programs. Ideal training, in other words, for this weird new zeitgeist in the business world, one that favors combative, incautious, performative CEOs (see:Musk, Elon) who can draw loyal swarms of fans online and compel them to buy their products, pump up their stock price, and troll their critics. “He has an almost Pied Piper-ish ability to attract people,” says Darryl Hartley-Leonard, former CEO of Hyatt Hotels Corp., who hired Aron at Hyatt in the 1980s. “He creates a sound, a song, a whistle from his pipe that will cause people to gravitate preferentially to whatever business in the sector that he is running.”</p><p>With AMC, that whistle has taken the form of meme-y membership schemes, free-for-all earnings calls, acomical stock ticker (APE), and the bizarre acquisition of a72,000-acre gold mine. Having narrowly navigated the company through the dark days of the early pandemic and taken his followers with him on a Hollywood blockbuster-worthy ride, Aron is now facing a much more fundamental challenge: holding the entire rickety, debt-laden enterprise together during a time of rising inflation, falling stocks, accelerating economic pressure, and a troop of Apes that might finally be questioning its alpha.<img src=\"https://static.tigerbbs.com/20522e4c8b6fbdb61e5f3ebad3fe7c6b\" tg-width=\"650\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>Mission control for Aron isn’t Los Angeles or New York or even Las Vegas.AMC’s headquartersis in Kansas. The offices are housed in a sleek, glass-clad structure in Leawood, a prosperous suburb of Kansas City. The heart of the building is an open, spacious “test seating area” that doubles as a gathering spot. Throughout the workday, staffers can grab a snack and watch whatever is playing on its jumbo screen, from the latest Hollywood trailers to an afternoon Royals game.</p><p>Beginning in 2016, employees would occasionally glance up and see cable news channels airing live interviews with their new CEO, who’d arrived right after fixing up and selling off Starwood Hotels &amp; Resorts Worldwide.</p><p>Aron typically shows up at a company looking as thoroughly distressed as the properties he’s swooping in to save. The strands of his comb-over meander across his head, sometimes losing a few stragglers en route. His wardrobe, friends and former colleagues note, is remarkably beaten up for a multimillionaire executive. Even on a sunny day, he can look like a man who just parachuted in through a tempest: suit wrinkled, tie stained, shirttail flapping in the wind.</p><p>When Aron took over AMC, the entire theater business was facing mounting pressure. Shopping malls, which had long enjoyed a rich, symbiotic relationship with AMC multiplexes, were losing customers to online retail, jeopardizing foot traffic to ticket booths. Meanwhile, American viewers were growing increasingly enchanted with streaming networks such as Netflix.</p><p>Not long after joining the company, Aron met with Wang Jianlin, head of the Dalian Wanda Group, a Chinese conglomerate, then the majority owner of AMC. He proceeded to show Wang a list he’d drawn up of 10 things to better position AMC for the future. One idea was to revamp its customer loyalty program, AMC Stubs. Another was to expand the company through acquisitions. Wang particularly liked the notion of supersizing AMC.</p><p>Aron soon embarked on a $3 billion buying spree, snapping up three major theater chains in the US and Europe. By the spring of 2017 he’d made AMC into a colossus, with more than 10,000 screens in 15 countries. Aron—who has a professional wrestling promoter’s penchant for speaking in grandiose, history-in-the-making superlatives—could now brag about AMC on a planetary scale. “The largest in the US, the largest in Europe, and the largest globally,” he says.</p><p>He threw himself into every aspect of the operations, spiffing up the company’s pre-movie promos; stiff-arming a startup,MoviePass Inc., that was elbowing into the loyalty rewards market for moviegoers; and flavor-jamming AMC’s food menu with the kind of flamboyance thatGuy Fierimight relish. Before long, Aron was touting AMC’s giant new pretzel, a salty 1.5-pound behemoth dubbed the Bavarian Legend.</p><p><img src=\"https://static.tigerbbs.com/b60a0ecf9ad876f2376ae392e6e04605\" tg-width=\"600\" tg-height=\"899\" referrerpolicy=\"no-referrer\"/>Aron at AMC’s headquarters in Leawood, Kan.Photographer: Shawn Brackbill for Bloomberg Businessweek</p><p>Although he was a relative newbie to the film industry, Aron had popcorn in his blood. In the 1930s his grandfather, a convivial, politically connected businessman, co-founded a successful company called Berlo Vending. Among other things, Berlo sold all the popcorn in all the movie theaters of eastern Pennsylvania. “By the time I came around, whatever family fortune there was had pretty much been squandered,” says Aron, who grew up in a middle-class Philadelphia suburb.</p><p>Like his father, an ad man who regularly acted in an amateur theater troupe, Aron gravitated to the spotlight. By high school he was a math whiz, hockey goalie, and hammy stage performer. His comedic speeches playing up the life-altering sacrifices he’d made on behalf of his classmates won him the office of class treasurer twice. Once, as president of his high school’s Key Club, he organized a fundraiser basketball game that went on for 100 straight hours—which, according to Aron, set a Guinness World Record. When he discovered a catalog that sold slightly aged Hollywood film reels by mail, he rallied friends to construct a plywood screen in their school’s auditorium, where they charged for showings of<i>Butch Cassidy and the Sundance Kid</i>,<i>Cool Hand Luke</i>, and, of course,<i>Planet of the Apes</i>. The money poured into the coffers of the senior class. “What he was like then is what he is like now,” says Aron’s high school buddy Ashton Carter, who decades later would serve as secretary of defense under Barack Obama. “He could always convince a diverse group of people to get behind his vision.”</p><p>After graduating from Harvard in three years, Aron stayed to get his MBA. He studied marketing, was elected co-president of the school’s transportation club, and was captain of the hockey team. While many of his peers beelined for the riches of Wall Street, he took a job with the airline Pan Am, which by 1979 was well past its glory years. A top executive, Stephen Wolf, was looking for someone who could create more loyalty among the airline’s dwindling customers. “The problem is that anybody who was semi-young and had half a brain had sensibly and correctly left Pan Am long ago,” recalls Wolf, who went on to become CEO of United Airlines. “I found Adam in the bowels of the organization somewhere.”</p><p>Aron concocted Pan Am’s first frequent-flyers club and suddenly found himself on the fast track. He’d go on to create or reengineer loyalty programs for Western Airlines (TravelPass); Hyatt Hotels (Gold Passport); United Airlines (MileagePlus); Norwegian Cruise Line (NCL Latitudes); Vail Resorts (Peaks); the Philadelphia 76ers (the Franklin Club)—and, eventually, AMC (Stubs). “Adam is a pioneer of loyalty management,” says high school pal Jeffrey Sonnenfeld, now a professor at the Yale School of Management.</p><p>In the late ’80s, Hyatt Hotels CEO Hartley-Leonard hired Aron to serve as a top marketing executive. “When he came in, he really was the most disheveled human being that you’d ever seen,” Hartley-Leonard says. “The problem with Adam is that his body is deformed such that his shirt doesn’t stay in his trousers.” Aron proved to be an unusually crafty marketer who generated ideas nonstop for winning over customers from rivals and for garnering free publicity, says his former boss. He also periodically mesmerized his colleagues with stunts, like the time he floated into an executive meeting on a custom-made dirigible. “Jay Pritzker [whose family owned Hyatt] turned to me and said, ‘What the f--- did this cost?’ ” Hartley-Leonard recalls. “I said, ‘Leave Adam alone. That’s who he is.’ ”</p><p>In 1996, Apollo Global Management Inc. was in the market for someone to turn around Vail Resorts, the ski resort operator. By the time Aron left that job 10 years later, he’d diversified the company’s business model and more than quintupled revenue. “Vail was transformative,” says Marc Rowan, Apollo’s billionaire CEO. “He did an unbelievable job.”</p><p>So much so that when Rowan’s partner, billionaire Apollo co-founder Joshua Harris, led a group of investors to acquire middling NBA team the 76ers in 2011, they installed Aron, a minority owner, to usher in a franchise turnaround. Of course, his first order of business was a barrage of promotional schemes. He made the team’s dance squad larger. He added Julius Erving as a consultant. He showered fans in confetti. And even though he’d step aside as CEO only two years later following another lousy season, he still left an Aron-shaped imprint on the franchise:“Big Bella,”the world’s largest T-shirt launcher, a cartoonishly massive, 600 pound, multibarrel leviathan that looks like something Mad Max might have mounted on a battle tank.</p><p><img src=\"https://static.tigerbbs.com/788e4b080973d8a9e6c27d08e72d96b3\" tg-width=\"800\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/>The 2011 press conference to announce Apollo Global Management’s acquisition of the NBA’s Philadelphia 76ers. For two years, Aron was the team’s CEO.Photo: Getty Images</p><p>As the world locked down in 2020, Aron’s acquisition binge looked disastrous. AMC, saddled with $5 billion in debt, was forced to hastily shut down 1,000 theaters worldwide. He furloughed most of roughly 26,000 workers. “You know what they don’t teach in Harvard Business School?” he says. “The zero-revenue case.”</p><p>AMC warned in a filing that it was weeks away from running out of cash. Bankruptcy seemed imminent. But Aron harbored a deep, abiding dislike for what he calls “Bankruptcy Inc.” In his 30s he’d spent months fighting off the vulturous bankruptcy professionals hungrily circling Norwegian Cruise Line. At one point, he recalls indignantly, the CEO of rival Carnival Corp. predicted publicly that Norwegian would file for bankruptcy within months—but it never happened. “I’m very pleased to have proven him wrong,” Aron says.</p><p>Seven months into the pandemic, there were whispers on Wall Street and in the press that AMC could be filing for Chapter 11 any day. Aron scrambled to buy more time, renegotiating AMC’s rent payments with its landlords and looking for some way to ride out the pandemic disruptions.</p><p>Eventually he found a lifeline in Jason Mudrick, a lantern-jawed, poker-playing graduate of Harvard Law School, who runs Mudrick Capital Management LP, a $3.4 billion hedge fund specializing in distressed businesses. Unlike financial advisers and lawyers who make money on fees when a bankruptcy is filed, Mudrick’s firm loans money to companies facing near-death circumstances. If the company recovers, the capital is repaid handsomely. If not, the fund can seize collateral or control. In December 2020, Mudrick loaned AMC $100 million, receiving an equity stake in return. Other lenders followed.</p><p>News of the loans reached retail investors just as a strange new energy began coursing through Wall Street. Thanks to some combustible mix of pandemic-induced boredom, intemperance, and ingenuity, the meme-stock phenomenon was taking off. Day traders on Reddit were identifying downtrodden, heavily shorted stocks, then piling in collectively, pushing up the share price, and hyping the frenzy on social media to rope in more buyers. It had already happened with GameStop Corp.</p><p>Then it was AMC’s turn. From January to early June it soared from $2 to more than $62. Along the way, Aron seized on the freakish moment by issuing new equity at the heightened prices, replenishing AMC’s coffers.</p><p>By June 2021, 4 million retail investors had bought up more than 80% of the company’s shares. Aron knew from his years optimizing stunts and membership schemes that first you capture their attention, then you get them hooked. “It was just as true with our shareholders in the year 2021 as it was with airline passengers in 1981,” he says. So he designed a program that bridged the meme world with the real one: Buying AMC’s stock would get you movie-related perks.</p><p>With AMC Investor Connect, after purchasing the company’s shares and signing up for its existing Stubs rewards program, you’d be given access to discounts at theaters, invitations to movie screenings with Aron, and a free tub of popcorn. The new program may have seemed gauche to the traditional Wall Street crowd, but it gave an air of exclusivity to everyman investors, even if the benefits were fairly silly. By 2022 the program would swell to more than 700,000 members.</p><p>Aron with Kidman, whom he describes as “the first lady of AMC.”Source: Adam Aron</p><p>Meanwhile, Aron began doubling down on his new AMC persona. Dating back to his time with the 76ers, he’d been an active social media user, albeit with fewer followers and more mishaps. At an investor roundtable last year, he was briefly caught on Zoom untrousered, according to a participant. In June 2021 he was doing a remoteinterview with a YouTube market influencerwhen he accidentally bumped his webcam, which swiveled downward to reveal that, once again, he wasn’t wearing pants. Some AMC fans speculated that the YouTube incident was another one of Aron’s public-relations stunts. When asked about it, Aron declined to comment. “I would be the first to admit that I can be iconoclastic,” he says.</p><p>As his audience grew, he’d spend an hour a day on Twitter, reading feedback from the Apes and crafting truculent messages. He’d quote Winston Churchill on an earnings call—“We shall fight on the beaches, we shall fight on the landing grounds”—or retweet a depiction of himself wearing a chef’s hat, holding a cleaver, and standing over a dead crow. By lacing his act with combative emotion, Aron infused AMC fandom with the kind of fervent personal identification once reserved for political parties and sports teams. Any analyst who’d dare question AMC’s prospects could expect to receive a torrent of online vitriol, even death threats, from hismore than 268,000 Twitter followers.</p><p>While the Apes ate up his bellicose energy, continuing to buy up shares and vowing to hold them long-term, Aron and AMC’s other major investors began looking to cash out. With the stock riding high, everyone from the Dalian Wanda Group to Mudrick Capital to other top AMC executives were either selling off the bulk of their shares or eyeing the exits.</p><p>Aron wasn’t going to let the opportunity pass. He enjoyed the perks of swank living as much as the next scorekeeping CEO, buying and selling over the years a portfolio of luxury properties from Beaver Creek, Colo., to Miami Beach. On Nov. 10, 2021, he revealed that for “estate planning” purposes he was unloading 625,000 AMC shares worth $25 million. The following month, he sold an additional chunk for $9.65 million. The family popcorn fortune, once squandered, was now restored. “Many of his friends went off into consulting and investment banking,” says high school friend Sonnenfeld. “Those people made more money initially. But he’s closed the gap a lot.”</p><p><img src=\"https://static.tigerbbs.com/82b063380f89c7eca208a72fd34d0a9d\" tg-width=\"600\" tg-height=\"800\" referrerpolicy=\"no-referrer\"/>Aron with Mudrick at the Hycroft gold and silver mine in Nevada.</p><p>Around midnight on Sunday, March 13, after landing at a tiny two-runway airport in rural Nevada, Aron headed to a nearby Best Western to catch a few hours of sleep. Several days earlier he’d gotten a call from Mudrick, who pitched him on an opportunity for AMC that had nothing to do with the movie business. Mudrick’s hedge fund owned a stake inHycroft Mining Holding Corp., a struggling operation in northwestern Nevada. To remain solvent, the company needed a quick cash infusion to appease its lenders. He wanted to know if AMC wanted in on a literal gold mine.</p><p>Although Aron was familiar with a long list of industries, mining wasn’t one of them. But he was an expert at financial engineering, not to mention the strange metallurgy of transforming a business crisis into a windfall—and a spectacle. In recent months he’d been toying with diversifying AMC beyond theaters. There were plans to sell movie-themed merchandise, AMC-branded nonfungible tokens (NFTs), and, maybe someday, a branded credit card and cryptocurrency. Already in the works was AMC Perfectly Popcorn, which will be sold in supermarkets across the US next year. “Watch out, Orville Redenbacher,” he said on an earnings call on March 1.</p><p>Aron told Mudrick he was interested. The hedge fund executive explained that they’d have to move fast: They had five days before the cost of the deal would significantly increase. Hycroft’s share price was rising, and Nasdaq rules required Aron to buy his stake at a share price that averaged the previous five days’ trading levels.</p><p>So Mudrick corralled a jet in Teterboro, N.J., flew to Miami, picked up AMC Lead Director Philip Lader, then fetched Aron and AMC’s general counsel, Kevin Connor, who were on a work trip in Dallas. While in the air to Nevada, Mudrick and Aron batted around the numbers and dug into dinner. Mudrick ate a steak. Aron put away a seafood medley.</p><p>Now, at 6 a.m., they arose in the dark at the hotel and set off for the mine. They drove past Winnemucca, a long-in-the-tooth railroad town where Butch Cassidy had once robbed a bank and the cellphone service was abysmal. The sun rose over the Black Rock Desert, a Martian landscape of dry playas and craggy, arid mountains. After two hours they arrived at theHycroft Mine, a dusty archipelagoof geological debris, jumbo trucks, and gaping holes in the ground—a toddler’s idea of heaven. They squeezed into a temporary office, the only place in the vicinity with Wi-Fi. For the next several hours, Aron and Mudrick took turns persuading lenders and board members to approve the sale. They inked the deal with a few minutes to spare.</p><p>On March 15, when Aron announced that AMC was acquiring 22% of the largely dormant mine for $28 million, he got roughly the same reaction he’d triggered years earlier with his dirigible. Jaws dropped. Minds reeled. Somehow a recently distressed movie theater chain, saved by a hedge fund specializing in distressed lending, pumped up by retail investors profiting on distressed stocks, was now part owner of a distressed gold and silver mine, in a water-distressed pocket of the country, on a pandemic-distressed planet. The whole thing felt like a national parable. In America in 2022, distress was the new gold—or maybe fool’s gold. It was hard to say for certain.</p><p>Much of the press and most analysts derided the move as just another gimmick, while others opined that the money should’ve been used to pay down the company’s exorbitant debt. But on Twitter, Aron was busy retweeting memes of himself draped in gold chains. His rationale for the investment, he said: Only two years earlier, AMC was in free fall; now it could deploy everything it learned to another underdog business.</p><p>The loyal Apes followed him into the mineshaft, sending the penny stock sailing and netting AMC a $30 million profit. With the share price soaring, Hycroft took a page from the AMC playbook and offered more equity. Mudrick had initially hoped to raise $20 million. Thanks to the AMC bump, they wound up raising $200 million. Says Mudrick of Aron: “He could convince an Eskimo to buy ice.”</p><p>So what exactly is AMC at this point? A legacy theater chain with a penchant for shiny objects? A precious-metals multiplex exhibitor venture fund?</p><p>Last year, in a magnanimous gesture to the Apes, Aron tweaked the format of AMC’s quarterly earnings calls, allowing consumers to pose questions directly to the company’s brass. The inquiries of amateurs, he says, are often better than the ones from the professionals. “Not to be disrespectful to security analysts, but they often use earnings calls to build their financial models,” he says, segueing into an imitation of a squeaky-voiced analyst posing a tediously small-bore question.</p><p>The stroke of populism has annoyed some of the pros. “These are the most painful calls for me to listen to of any in my career,” says Hunter Martin, an analyst at Creditsights Inc., a research shop. “The rhetoric is … very us vs. them, retail investor and common man. That’s their narrative. To their credit, they’re talking about the things that are important to those people. But it comes at a cost to more traditional investors who want to hear the numbers.”</p><p><b>The Face That Launched a Thousand Memes</b></p><p>Aron’s fans will send him homemade memes of the CEO’s face hacked onto a movie poster, which he praises and tweets to his 268,000 Twitter followers</p><p><img src=\"https://static.tigerbbs.com/32e77d080b7c7f197793148442df6b6d\" tg-width=\"400\" tg-height=\"522\" referrerpolicy=\"no-referrer\"/>Source: Twitter<img src=\"https://static.tigerbbs.com/beabe7f722197aa352c08fde8d207cf2\" tg-width=\"400\" tg-height=\"602\" referrerpolicy=\"no-referrer\"/>Source: TwitterSource: Twitter</p><p>There may be good reason to create some distractions. In a recent report, Bloomberg Intelligence projected that the 2022 domestic box-office numbers will come in at $7.5 billion, a significant boost from 2021’s $4.5 billion—but still just 66% of pre-pandemic levels. Meanwhile, 2022 has been a brutal environment for media companies, whose stock prices have tumbled across the board. The studios that supply AMC with its primary product are all facing potentially severe cutbacks of their own. Keeping the Apes amped won’t be easy. “Regardless of a brighter outlook, we fear that the 4 million-plus retail investors who have driven a 2,000%-plus surge in the stock may flip and eventually cash out, prompting more volatility,” Bloomberg Intelligence noted late last year.</p><p>For much of the summer, AMC’s share price was hovering in the $12 to $17 range. On AMC fan boards, many Apes were itching for a new rally. For months there’d been chatter about the coming Mother of All Short Squeezes—a moment, it was foretold, when the Silverback would once again rear up and smite AMC’s enemies and somehow send the share price back up. As to the timing, everyone dug through the mud of Aron’s tweets looking for buried clues.</p><p>Without any clear signs of action, frustration was evident. At AMC’s annual meeting in June, shareholders rejected the company’s executive pay plan, which in 2021 rewarded Aron with $18.9 million in total compensation. “I don’t think any of them need more money yet,” says Deborah Cooke, the AMC superfan from the Kansas screening.</p><p>Aron shook off the intra-simian setback. During the same annual meeting in June, he told shareholders that AMC would be creating a $100 million fund to invest in other businesses. First came the gold mine; who knows what could be next. “There are a number of things that we looked at that we rejected, either because it wasn’t interesting enough, or there was too much risk, or the financial returns weren’t attractive enough,” he says. “But I’m sure we’ll find other opportunities as we turn over every rock.”</p><p>AMC’s early gains on its Hycroft shares have already all but disappeared as the miner’s stock rally faded, though Aron has said he sees Hycroft as a longer-term investment, to net profits as the mine expands operations.</p><p>So what exactly is AMC at this point? A legacy theater chain with a penchant for shiny objects? A precious-metals multiplex exhibitor venture fund? Or, as Bloomberg Opinion columnistMatt Levine described it this spring, “a merchant bank that helps small companies do meme-driven at-the-market offerings and takes equity for its fee”? Aron sticks with the most anodyne of explanations: “We are a movie theater company that is looking to diversify,” he says.</p><p>In early August, with signs of Ape dissatisfaction still smoldering online, AMC reported second-quarter results that topped analysts’ estimates and revealed a plan to create a new class of preferred AMC equity, which will begin trading on the New York Stock Exchange on Aug. 22 under the new ticker “APE.” Aron promptly uncorked a tweetstorm, explaining the “game-changing” strategy, which he compared to playing “3-D chess.”</p><p>For each share of AMC Class A common stock, shareholders would be given a preferred equity unit as a dividend. Once the trading commenced, investors would be able to buy and sell them normally. In the future, at Aron’s discretion, the company would be able to issue new APE shares to raise additional money for potential moves such as paying down debt or making acquisitions. Such issuance could, of course, reduce the value of the outstanding shares that Apes cling to. Using the all-caps style often seen in the Ape vernacular, Aron summed up the slightly byzantine proceedings in terms everyone in the community could easily understand. “TODAY … WE … POUNCE,” he wrote.</p><p>While the reaction from professional analysts was mixed, the Reddit crowd went wild. By the following day, AMC gained 19%, to close at $22.18, a four-month high.</p><p>In spite of all the grim news in the broader market, things were looking up. Historically, Aron says, movie theaters have weathered economic downturns better than more expensive forms of entertainment. “I’ve been selling tickets all my life,” he says. “I’ve sold cruise tickets, lift tickets, game tickets. I’m still selling tickets.”</p><p>Over the summer he began selling something else—commemorative Thor hammersto promote Marvel’s<i>Thor: Love and Thunder</i>. For $39.99, fans could buy their very own version of the powerful god’s favorite weapon, reimagined in a handy new form: a warlike popcorn container. Aron appears almost as excited about the popcorn hammer as the gold mine. “We’ve sold 40,000 of them already.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMC’s CEO Will Do Whatever It Takes to Keep His Company a Meme Forever</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\">\nAMC’s CEO Will Do Whatever It Takes to Keep His Company a Meme Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 21:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/features/2022-08-17/amc-amc-stock-became-a-meme-thanks-to-adam-aron-s-antics><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For most movie fans, their dream selfie with a Hollywood star never quite materializes. But on a Friday night in June, Bruce and Deborah Cooke spotted one of their favorite movie heroes, just feet ...</p>\n\n<a href=\"https://www.bloomberg.com/news/features/2022-08-17/amc-amc-stock-became-a-meme-thanks-to-adam-aron-s-antics\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMC":"AMC院线"},"source_url":"https://www.bloomberg.com/news/features/2022-08-17/amc-amc-stock-became-a-meme-thanks-to-adam-aron-s-antics","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145675545","content_text":"For most movie fans, their dream selfie with a Hollywood star never quite materializes. But on a Friday night in June, Bruce and Deborah Cooke spotted one of their favorite movie heroes, just feet away. They moved in and asked for a photo.Adam Aron, the chairman and chief executive officer ofAMC Entertainment Holdings Inc., greeted the couple warmly, making small talk as they arranged themselves for the camera. Bruce was dressed in slacks and a button-down. Deborah wore a striking green dress. “I put my arm around you, I go to jail,” Aron, who’s 67, playfully said to Deborah, who’s 55. Everyone laughed.Three days earlier, Aron had announced on Twitter that he would personally be hosting a screening of Pixar’s new movie,Lightyear, at an AMC theater in Olathe, Kan. The Cookes, who together own a small mortgage company in Sacramento, had vowed on the spot to make the pilgrimage to Kansas.The entire AMC saga meant so much to them. During the onset of the pandemic, when movie theaters were hastily shuttered, they bought their first batch of AMC stock. Moviegoing, they believed, would eventually bounce back. Plus, they thought it was cruel that a subset of investors were trying to force the company into bankruptcy. So the Cookes joined a legion of outsider traders, loosely organized on the Reddit forumr/wallstreetbets, who were swarming to AMC’s down-and-out stock, driving up its share price and sticking it to the skeptical short sellers and hedge funds betting big on the company’s failure. The Cookes recruited their loved ones to join them. “We got a lot of friends involved,” Deborah says.On social media, people started calling their pugnacious tribe theAMC Apes, as inPlanet of the Apes, the movie about a primate uprising. By Wall Street standards, they might be primitive, but they possessed power in numbers.Better yet, they had a fearless leader atop AMC, an alpha CEO who grunted and roared on Twitter, throwing feces, so to speak, at their enemies (recurring hashtag: #LetThemEatCrow) and beating his chest every time a movie performed well at the box office (#CHOKEonTHAT). Aron hired Nicole Kidman tostar in several AMC promotionsand bellowed tirelessly about her bravura performance, dubbing the glamorous actor “the first lady of AMC.” The whole thing had a King-Kong-palming-a-fair-maiden vibe. The Apes were ecstatic.Now, after a flight to Dallas, a four-hour drive to Tulsa, a break for the night, several more hours on the road, and another respite at a crummy hotel, the Cookes were right where they wanted to be, standing loyally at the Silverback’s side. After capturing their trophy shot, the California couple took their seats. With a few minutes left before the start of the previews, the place was far from full—a slightly ominous development, which the Cookes would later chalk up to “the bad guys,” aka the hedge funds, who they suspected had snapped up tickets and let them go unused to make AMC look bad. Anything to drive down the company’s share price. “There’s no telling what [they] will do,” Deborah says.“He creates a sound, a song, a whistle from his pipe that will cause people to gravitate preferentially to whatever business in the sector that he is running”At the front of the theater, Aron got up, gave a shoutout to the Apes, and acknowledged that the pandemic had been difficult. But the vaccines were working. Movies were storming back. “Our investors are passionate,” he said. “They like AMC as a company. They don’t think I’m that bad either. But most of all, they really want to see movie theaters survive.”At first glance, Aron, who became CEO of AMC in 2016, might not seem like a natural candidate to lead a successful investor insurgency. For much of his career he worked as a well-compensated turnaround artist, the kind of mercenary operator with the right pedigree (Harvard Business School) and right demeanor (bombastically self-assured) who gets hired to fix up a faltering company and maybe sell it off at a nice markup. If anything, Aron seemed like a well-sharpened tool of the Wall Street establishment, not of the internet masses.But the pandemic shook up the entertainment cosmos and exposed a surprising lack of leadership in Hollywood. Amid all the halted productions and scrambled release schedules, everyone looked around for somebody to rally the American people behind the movie industry. When no compelling candidates emerged from the studios or the streaming services, Aron charged headlong into the void.He’s spent his entire career perfecting the art of stunt marketing and the science of customer loyalty programs. Ideal training, in other words, for this weird new zeitgeist in the business world, one that favors combative, incautious, performative CEOs (see:Musk, Elon) who can draw loyal swarms of fans online and compel them to buy their products, pump up their stock price, and troll their critics. “He has an almost Pied Piper-ish ability to attract people,” says Darryl Hartley-Leonard, former CEO of Hyatt Hotels Corp., who hired Aron at Hyatt in the 1980s. “He creates a sound, a song, a whistle from his pipe that will cause people to gravitate preferentially to whatever business in the sector that he is running.”With AMC, that whistle has taken the form of meme-y membership schemes, free-for-all earnings calls, acomical stock ticker (APE), and the bizarre acquisition of a72,000-acre gold mine. Having narrowly navigated the company through the dark days of the early pandemic and taken his followers with him on a Hollywood blockbuster-worthy ride, Aron is now facing a much more fundamental challenge: holding the entire rickety, debt-laden enterprise together during a time of rising inflation, falling stocks, accelerating economic pressure, and a troop of Apes that might finally be questioning its alpha.Mission control for Aron isn’t Los Angeles or New York or even Las Vegas.AMC’s headquartersis in Kansas. The offices are housed in a sleek, glass-clad structure in Leawood, a prosperous suburb of Kansas City. The heart of the building is an open, spacious “test seating area” that doubles as a gathering spot. Throughout the workday, staffers can grab a snack and watch whatever is playing on its jumbo screen, from the latest Hollywood trailers to an afternoon Royals game.Beginning in 2016, employees would occasionally glance up and see cable news channels airing live interviews with their new CEO, who’d arrived right after fixing up and selling off Starwood Hotels & Resorts Worldwide.Aron typically shows up at a company looking as thoroughly distressed as the properties he’s swooping in to save. The strands of his comb-over meander across his head, sometimes losing a few stragglers en route. His wardrobe, friends and former colleagues note, is remarkably beaten up for a multimillionaire executive. Even on a sunny day, he can look like a man who just parachuted in through a tempest: suit wrinkled, tie stained, shirttail flapping in the wind.When Aron took over AMC, the entire theater business was facing mounting pressure. Shopping malls, which had long enjoyed a rich, symbiotic relationship with AMC multiplexes, were losing customers to online retail, jeopardizing foot traffic to ticket booths. Meanwhile, American viewers were growing increasingly enchanted with streaming networks such as Netflix.Not long after joining the company, Aron met with Wang Jianlin, head of the Dalian Wanda Group, a Chinese conglomerate, then the majority owner of AMC. He proceeded to show Wang a list he’d drawn up of 10 things to better position AMC for the future. One idea was to revamp its customer loyalty program, AMC Stubs. Another was to expand the company through acquisitions. Wang particularly liked the notion of supersizing AMC.Aron soon embarked on a $3 billion buying spree, snapping up three major theater chains in the US and Europe. By the spring of 2017 he’d made AMC into a colossus, with more than 10,000 screens in 15 countries. Aron—who has a professional wrestling promoter’s penchant for speaking in grandiose, history-in-the-making superlatives—could now brag about AMC on a planetary scale. “The largest in the US, the largest in Europe, and the largest globally,” he says.He threw himself into every aspect of the operations, spiffing up the company’s pre-movie promos; stiff-arming a startup,MoviePass Inc., that was elbowing into the loyalty rewards market for moviegoers; and flavor-jamming AMC’s food menu with the kind of flamboyance thatGuy Fierimight relish. Before long, Aron was touting AMC’s giant new pretzel, a salty 1.5-pound behemoth dubbed the Bavarian Legend.Aron at AMC’s headquarters in Leawood, Kan.Photographer: Shawn Brackbill for Bloomberg BusinessweekAlthough he was a relative newbie to the film industry, Aron had popcorn in his blood. In the 1930s his grandfather, a convivial, politically connected businessman, co-founded a successful company called Berlo Vending. Among other things, Berlo sold all the popcorn in all the movie theaters of eastern Pennsylvania. “By the time I came around, whatever family fortune there was had pretty much been squandered,” says Aron, who grew up in a middle-class Philadelphia suburb.Like his father, an ad man who regularly acted in an amateur theater troupe, Aron gravitated to the spotlight. By high school he was a math whiz, hockey goalie, and hammy stage performer. His comedic speeches playing up the life-altering sacrifices he’d made on behalf of his classmates won him the office of class treasurer twice. Once, as president of his high school’s Key Club, he organized a fundraiser basketball game that went on for 100 straight hours—which, according to Aron, set a Guinness World Record. When he discovered a catalog that sold slightly aged Hollywood film reels by mail, he rallied friends to construct a plywood screen in their school’s auditorium, where they charged for showings ofButch Cassidy and the Sundance Kid,Cool Hand Luke, and, of course,Planet of the Apes. The money poured into the coffers of the senior class. “What he was like then is what he is like now,” says Aron’s high school buddy Ashton Carter, who decades later would serve as secretary of defense under Barack Obama. “He could always convince a diverse group of people to get behind his vision.”After graduating from Harvard in three years, Aron stayed to get his MBA. He studied marketing, was elected co-president of the school’s transportation club, and was captain of the hockey team. While many of his peers beelined for the riches of Wall Street, he took a job with the airline Pan Am, which by 1979 was well past its glory years. A top executive, Stephen Wolf, was looking for someone who could create more loyalty among the airline’s dwindling customers. “The problem is that anybody who was semi-young and had half a brain had sensibly and correctly left Pan Am long ago,” recalls Wolf, who went on to become CEO of United Airlines. “I found Adam in the bowels of the organization somewhere.”Aron concocted Pan Am’s first frequent-flyers club and suddenly found himself on the fast track. He’d go on to create or reengineer loyalty programs for Western Airlines (TravelPass); Hyatt Hotels (Gold Passport); United Airlines (MileagePlus); Norwegian Cruise Line (NCL Latitudes); Vail Resorts (Peaks); the Philadelphia 76ers (the Franklin Club)—and, eventually, AMC (Stubs). “Adam is a pioneer of loyalty management,” says high school pal Jeffrey Sonnenfeld, now a professor at the Yale School of Management.In the late ’80s, Hyatt Hotels CEO Hartley-Leonard hired Aron to serve as a top marketing executive. “When he came in, he really was the most disheveled human being that you’d ever seen,” Hartley-Leonard says. “The problem with Adam is that his body is deformed such that his shirt doesn’t stay in his trousers.” Aron proved to be an unusually crafty marketer who generated ideas nonstop for winning over customers from rivals and for garnering free publicity, says his former boss. He also periodically mesmerized his colleagues with stunts, like the time he floated into an executive meeting on a custom-made dirigible. “Jay Pritzker [whose family owned Hyatt] turned to me and said, ‘What the f--- did this cost?’ ” Hartley-Leonard recalls. “I said, ‘Leave Adam alone. That’s who he is.’ ”In 1996, Apollo Global Management Inc. was in the market for someone to turn around Vail Resorts, the ski resort operator. By the time Aron left that job 10 years later, he’d diversified the company’s business model and more than quintupled revenue. “Vail was transformative,” says Marc Rowan, Apollo’s billionaire CEO. “He did an unbelievable job.”So much so that when Rowan’s partner, billionaire Apollo co-founder Joshua Harris, led a group of investors to acquire middling NBA team the 76ers in 2011, they installed Aron, a minority owner, to usher in a franchise turnaround. Of course, his first order of business was a barrage of promotional schemes. He made the team’s dance squad larger. He added Julius Erving as a consultant. He showered fans in confetti. And even though he’d step aside as CEO only two years later following another lousy season, he still left an Aron-shaped imprint on the franchise:“Big Bella,”the world’s largest T-shirt launcher, a cartoonishly massive, 600 pound, multibarrel leviathan that looks like something Mad Max might have mounted on a battle tank.The 2011 press conference to announce Apollo Global Management’s acquisition of the NBA’s Philadelphia 76ers. For two years, Aron was the team’s CEO.Photo: Getty ImagesAs the world locked down in 2020, Aron’s acquisition binge looked disastrous. AMC, saddled with $5 billion in debt, was forced to hastily shut down 1,000 theaters worldwide. He furloughed most of roughly 26,000 workers. “You know what they don’t teach in Harvard Business School?” he says. “The zero-revenue case.”AMC warned in a filing that it was weeks away from running out of cash. Bankruptcy seemed imminent. But Aron harbored a deep, abiding dislike for what he calls “Bankruptcy Inc.” In his 30s he’d spent months fighting off the vulturous bankruptcy professionals hungrily circling Norwegian Cruise Line. At one point, he recalls indignantly, the CEO of rival Carnival Corp. predicted publicly that Norwegian would file for bankruptcy within months—but it never happened. “I’m very pleased to have proven him wrong,” Aron says.Seven months into the pandemic, there were whispers on Wall Street and in the press that AMC could be filing for Chapter 11 any day. Aron scrambled to buy more time, renegotiating AMC’s rent payments with its landlords and looking for some way to ride out the pandemic disruptions.Eventually he found a lifeline in Jason Mudrick, a lantern-jawed, poker-playing graduate of Harvard Law School, who runs Mudrick Capital Management LP, a $3.4 billion hedge fund specializing in distressed businesses. Unlike financial advisers and lawyers who make money on fees when a bankruptcy is filed, Mudrick’s firm loans money to companies facing near-death circumstances. If the company recovers, the capital is repaid handsomely. If not, the fund can seize collateral or control. In December 2020, Mudrick loaned AMC $100 million, receiving an equity stake in return. Other lenders followed.News of the loans reached retail investors just as a strange new energy began coursing through Wall Street. Thanks to some combustible mix of pandemic-induced boredom, intemperance, and ingenuity, the meme-stock phenomenon was taking off. Day traders on Reddit were identifying downtrodden, heavily shorted stocks, then piling in collectively, pushing up the share price, and hyping the frenzy on social media to rope in more buyers. It had already happened with GameStop Corp.Then it was AMC’s turn. From January to early June it soared from $2 to more than $62. Along the way, Aron seized on the freakish moment by issuing new equity at the heightened prices, replenishing AMC’s coffers.By June 2021, 4 million retail investors had bought up more than 80% of the company’s shares. Aron knew from his years optimizing stunts and membership schemes that first you capture their attention, then you get them hooked. “It was just as true with our shareholders in the year 2021 as it was with airline passengers in 1981,” he says. So he designed a program that bridged the meme world with the real one: Buying AMC’s stock would get you movie-related perks.With AMC Investor Connect, after purchasing the company’s shares and signing up for its existing Stubs rewards program, you’d be given access to discounts at theaters, invitations to movie screenings with Aron, and a free tub of popcorn. The new program may have seemed gauche to the traditional Wall Street crowd, but it gave an air of exclusivity to everyman investors, even if the benefits were fairly silly. By 2022 the program would swell to more than 700,000 members.Aron with Kidman, whom he describes as “the first lady of AMC.”Source: Adam AronMeanwhile, Aron began doubling down on his new AMC persona. Dating back to his time with the 76ers, he’d been an active social media user, albeit with fewer followers and more mishaps. At an investor roundtable last year, he was briefly caught on Zoom untrousered, according to a participant. In June 2021 he was doing a remoteinterview with a YouTube market influencerwhen he accidentally bumped his webcam, which swiveled downward to reveal that, once again, he wasn’t wearing pants. Some AMC fans speculated that the YouTube incident was another one of Aron’s public-relations stunts. When asked about it, Aron declined to comment. “I would be the first to admit that I can be iconoclastic,” he says.As his audience grew, he’d spend an hour a day on Twitter, reading feedback from the Apes and crafting truculent messages. He’d quote Winston Churchill on an earnings call—“We shall fight on the beaches, we shall fight on the landing grounds”—or retweet a depiction of himself wearing a chef’s hat, holding a cleaver, and standing over a dead crow. By lacing his act with combative emotion, Aron infused AMC fandom with the kind of fervent personal identification once reserved for political parties and sports teams. Any analyst who’d dare question AMC’s prospects could expect to receive a torrent of online vitriol, even death threats, from hismore than 268,000 Twitter followers.While the Apes ate up his bellicose energy, continuing to buy up shares and vowing to hold them long-term, Aron and AMC’s other major investors began looking to cash out. With the stock riding high, everyone from the Dalian Wanda Group to Mudrick Capital to other top AMC executives were either selling off the bulk of their shares or eyeing the exits.Aron wasn’t going to let the opportunity pass. He enjoyed the perks of swank living as much as the next scorekeeping CEO, buying and selling over the years a portfolio of luxury properties from Beaver Creek, Colo., to Miami Beach. On Nov. 10, 2021, he revealed that for “estate planning” purposes he was unloading 625,000 AMC shares worth $25 million. The following month, he sold an additional chunk for $9.65 million. The family popcorn fortune, once squandered, was now restored. “Many of his friends went off into consulting and investment banking,” says high school friend Sonnenfeld. “Those people made more money initially. But he’s closed the gap a lot.”Aron with Mudrick at the Hycroft gold and silver mine in Nevada.Around midnight on Sunday, March 13, after landing at a tiny two-runway airport in rural Nevada, Aron headed to a nearby Best Western to catch a few hours of sleep. Several days earlier he’d gotten a call from Mudrick, who pitched him on an opportunity for AMC that had nothing to do with the movie business. Mudrick’s hedge fund owned a stake inHycroft Mining Holding Corp., a struggling operation in northwestern Nevada. To remain solvent, the company needed a quick cash infusion to appease its lenders. He wanted to know if AMC wanted in on a literal gold mine.Although Aron was familiar with a long list of industries, mining wasn’t one of them. But he was an expert at financial engineering, not to mention the strange metallurgy of transforming a business crisis into a windfall—and a spectacle. In recent months he’d been toying with diversifying AMC beyond theaters. There were plans to sell movie-themed merchandise, AMC-branded nonfungible tokens (NFTs), and, maybe someday, a branded credit card and cryptocurrency. Already in the works was AMC Perfectly Popcorn, which will be sold in supermarkets across the US next year. “Watch out, Orville Redenbacher,” he said on an earnings call on March 1.Aron told Mudrick he was interested. The hedge fund executive explained that they’d have to move fast: They had five days before the cost of the deal would significantly increase. Hycroft’s share price was rising, and Nasdaq rules required Aron to buy his stake at a share price that averaged the previous five days’ trading levels.So Mudrick corralled a jet in Teterboro, N.J., flew to Miami, picked up AMC Lead Director Philip Lader, then fetched Aron and AMC’s general counsel, Kevin Connor, who were on a work trip in Dallas. While in the air to Nevada, Mudrick and Aron batted around the numbers and dug into dinner. Mudrick ate a steak. Aron put away a seafood medley.Now, at 6 a.m., they arose in the dark at the hotel and set off for the mine. They drove past Winnemucca, a long-in-the-tooth railroad town where Butch Cassidy had once robbed a bank and the cellphone service was abysmal. The sun rose over the Black Rock Desert, a Martian landscape of dry playas and craggy, arid mountains. After two hours they arrived at theHycroft Mine, a dusty archipelagoof geological debris, jumbo trucks, and gaping holes in the ground—a toddler’s idea of heaven. They squeezed into a temporary office, the only place in the vicinity with Wi-Fi. For the next several hours, Aron and Mudrick took turns persuading lenders and board members to approve the sale. They inked the deal with a few minutes to spare.On March 15, when Aron announced that AMC was acquiring 22% of the largely dormant mine for $28 million, he got roughly the same reaction he’d triggered years earlier with his dirigible. Jaws dropped. Minds reeled. Somehow a recently distressed movie theater chain, saved by a hedge fund specializing in distressed lending, pumped up by retail investors profiting on distressed stocks, was now part owner of a distressed gold and silver mine, in a water-distressed pocket of the country, on a pandemic-distressed planet. The whole thing felt like a national parable. In America in 2022, distress was the new gold—or maybe fool’s gold. It was hard to say for certain.Much of the press and most analysts derided the move as just another gimmick, while others opined that the money should’ve been used to pay down the company’s exorbitant debt. But on Twitter, Aron was busy retweeting memes of himself draped in gold chains. His rationale for the investment, he said: Only two years earlier, AMC was in free fall; now it could deploy everything it learned to another underdog business.The loyal Apes followed him into the mineshaft, sending the penny stock sailing and netting AMC a $30 million profit. With the share price soaring, Hycroft took a page from the AMC playbook and offered more equity. Mudrick had initially hoped to raise $20 million. Thanks to the AMC bump, they wound up raising $200 million. Says Mudrick of Aron: “He could convince an Eskimo to buy ice.”So what exactly is AMC at this point? A legacy theater chain with a penchant for shiny objects? A precious-metals multiplex exhibitor venture fund?Last year, in a magnanimous gesture to the Apes, Aron tweaked the format of AMC’s quarterly earnings calls, allowing consumers to pose questions directly to the company’s brass. The inquiries of amateurs, he says, are often better than the ones from the professionals. “Not to be disrespectful to security analysts, but they often use earnings calls to build their financial models,” he says, segueing into an imitation of a squeaky-voiced analyst posing a tediously small-bore question.The stroke of populism has annoyed some of the pros. “These are the most painful calls for me to listen to of any in my career,” says Hunter Martin, an analyst at Creditsights Inc., a research shop. “The rhetoric is … very us vs. them, retail investor and common man. That’s their narrative. To their credit, they’re talking about the things that are important to those people. But it comes at a cost to more traditional investors who want to hear the numbers.”The Face That Launched a Thousand MemesAron’s fans will send him homemade memes of the CEO’s face hacked onto a movie poster, which he praises and tweets to his 268,000 Twitter followersSource: TwitterSource: TwitterSource: TwitterThere may be good reason to create some distractions. In a recent report, Bloomberg Intelligence projected that the 2022 domestic box-office numbers will come in at $7.5 billion, a significant boost from 2021’s $4.5 billion—but still just 66% of pre-pandemic levels. Meanwhile, 2022 has been a brutal environment for media companies, whose stock prices have tumbled across the board. The studios that supply AMC with its primary product are all facing potentially severe cutbacks of their own. Keeping the Apes amped won’t be easy. “Regardless of a brighter outlook, we fear that the 4 million-plus retail investors who have driven a 2,000%-plus surge in the stock may flip and eventually cash out, prompting more volatility,” Bloomberg Intelligence noted late last year.For much of the summer, AMC’s share price was hovering in the $12 to $17 range. On AMC fan boards, many Apes were itching for a new rally. For months there’d been chatter about the coming Mother of All Short Squeezes—a moment, it was foretold, when the Silverback would once again rear up and smite AMC’s enemies and somehow send the share price back up. As to the timing, everyone dug through the mud of Aron’s tweets looking for buried clues.Without any clear signs of action, frustration was evident. At AMC’s annual meeting in June, shareholders rejected the company’s executive pay plan, which in 2021 rewarded Aron with $18.9 million in total compensation. “I don’t think any of them need more money yet,” says Deborah Cooke, the AMC superfan from the Kansas screening.Aron shook off the intra-simian setback. During the same annual meeting in June, he told shareholders that AMC would be creating a $100 million fund to invest in other businesses. First came the gold mine; who knows what could be next. “There are a number of things that we looked at that we rejected, either because it wasn’t interesting enough, or there was too much risk, or the financial returns weren’t attractive enough,” he says. “But I’m sure we’ll find other opportunities as we turn over every rock.”AMC’s early gains on its Hycroft shares have already all but disappeared as the miner’s stock rally faded, though Aron has said he sees Hycroft as a longer-term investment, to net profits as the mine expands operations.So what exactly is AMC at this point? A legacy theater chain with a penchant for shiny objects? A precious-metals multiplex exhibitor venture fund? Or, as Bloomberg Opinion columnistMatt Levine described it this spring, “a merchant bank that helps small companies do meme-driven at-the-market offerings and takes equity for its fee”? Aron sticks with the most anodyne of explanations: “We are a movie theater company that is looking to diversify,” he says.In early August, with signs of Ape dissatisfaction still smoldering online, AMC reported second-quarter results that topped analysts’ estimates and revealed a plan to create a new class of preferred AMC equity, which will begin trading on the New York Stock Exchange on Aug. 22 under the new ticker “APE.” Aron promptly uncorked a tweetstorm, explaining the “game-changing” strategy, which he compared to playing “3-D chess.”For each share of AMC Class A common stock, shareholders would be given a preferred equity unit as a dividend. Once the trading commenced, investors would be able to buy and sell them normally. In the future, at Aron’s discretion, the company would be able to issue new APE shares to raise additional money for potential moves such as paying down debt or making acquisitions. Such issuance could, of course, reduce the value of the outstanding shares that Apes cling to. Using the all-caps style often seen in the Ape vernacular, Aron summed up the slightly byzantine proceedings in terms everyone in the community could easily understand. “TODAY … WE … POUNCE,” he wrote.While the reaction from professional analysts was mixed, the Reddit crowd went wild. By the following day, AMC gained 19%, to close at $22.18, a four-month high.In spite of all the grim news in the broader market, things were looking up. Historically, Aron says, movie theaters have weathered economic downturns better than more expensive forms of entertainment. “I’ve been selling tickets all my life,” he says. “I’ve sold cruise tickets, lift tickets, game tickets. I’m still selling tickets.”Over the summer he began selling something else—commemorative Thor hammersto promote Marvel’sThor: Love and Thunder. For $39.99, fans could buy their very own version of the powerful god’s favorite weapon, reimagined in a handy new form: a warlike popcorn container. Aron appears almost as excited about the popcorn hammer as the gold mine. “We’ve sold 40,000 of them already.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993185711,"gmtCreate":1660647346836,"gmtModify":1676536371482,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993185711","repostId":"2259883807","repostType":4,"repost":{"id":"2259883807","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1660638989,"share":"https://www.laohu8.com/m/news/2259883807?lang=&edition=full","pubTime":"2022-08-16 16:36","market":"us","language":"en","title":"Sea, Walmart, Home Depot And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2259883807","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>Walmart Inc.</b> (NASDAQ:WMT) to report quarterly earnings at $1.60 per share on revenue of $150.51 billion before the opening bell. Walmart shares rose 0.9% to $133.82 in premarket trading Tuesday.</li></ul><ul><li>Analysts are expecting <b>The Home Depot, Inc.</b> (NYSE:HD) to have earned $4.95 per share on revenue of $43.40 billion for the latest quarter. The company will release earnings before the markets open. Home Depot shares rose 0.6% to $316.34 in premarket trading Tuesday.</li></ul><ul><li>Wall Street expects <b>Sea</b> <b>Ltd.</b><b> </b>(NYSE:SE) to report quarterly earnings at (-$1.19) per share on revenue of $2.97 billion before the opening bell. Sea shares fell 2.3% to $87.92 in premarket trading Tuesday.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/FN\">Fabrinet</a></b> (NYSE:FN) reported better-than-expected results for its fourth quarter and issued a strong forecast for the current quarter. Fabrinet shares jumped 10.5% to $111.25 in the after-hours trading session Monday.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/FULC\">Fulcrum Therapeutics</a></b> (NASDAQ:FULC) priced an underwritten public offering of 9,590,792 shares at $7.82 per share. The company, last week, posted a Q2 loss of $0.83 per share. Fulcrum Therapeutics shares rose 0.3% to $7.84 in the after-hours trading session, after dropping 7% in regular trading hours Monday.</li><li>Analysts expect <b>Agilent Technologies, Inc.</b> (NYSE:A) to post quarterly earnings at $1.18 per share on revenue of $1.61 billion after the closing bell. Agilent shares gained 0.5% to $134.50 in after-hours trading Monday.</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>Sea, Walmart, Home Depot And More: U.S. Stocks To Watch</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, Walmart, Home Depot And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-16 16:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>Walmart Inc.</b> (NASDAQ:WMT) to report quarterly earnings at $1.60 per share on revenue of $150.51 billion before the opening bell. Walmart shares rose 0.9% to $133.82 in premarket trading Tuesday.</li></ul><ul><li>Analysts are expecting <b>The Home Depot, Inc.</b> (NYSE:HD) to have earned $4.95 per share on revenue of $43.40 billion for the latest quarter. The company will release earnings before the markets open. Home Depot shares rose 0.6% to $316.34 in premarket trading Tuesday.</li></ul><ul><li>Wall Street expects <b>Sea</b> <b>Ltd.</b><b> </b>(NYSE:SE) to report quarterly earnings at (-$1.19) per share on revenue of $2.97 billion before the opening bell. Sea shares fell 2.3% to $87.92 in premarket trading Tuesday.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/FN\">Fabrinet</a></b> (NYSE:FN) reported better-than-expected results for its fourth quarter and issued a strong forecast for the current quarter. Fabrinet shares jumped 10.5% to $111.25 in the after-hours trading session Monday.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/FULC\">Fulcrum Therapeutics</a></b> (NASDAQ:FULC) priced an underwritten public offering of 9,590,792 shares at $7.82 per share. The company, last week, posted a Q2 loss of $0.83 per share. Fulcrum Therapeutics shares rose 0.3% to $7.84 in the after-hours trading session, after dropping 7% in regular trading hours Monday.</li><li>Analysts expect <b>Agilent Technologies, Inc.</b> (NYSE:A) to post quarterly earnings at $1.18 per share on revenue of $1.61 billion after the closing bell. Agilent shares gained 0.5% to $134.50 in after-hours trading Monday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HD":"家得宝","A":"安捷伦科技","FN":"Fabrinet","WMT":"沃尔玛","SE":"Sea Ltd","FULC":"Fulcrum Therapeutics"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259883807","content_text":"With US stock futures trading slightly lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Walmart Inc. (NASDAQ:WMT) to report quarterly earnings at $1.60 per share on revenue of $150.51 billion before the opening bell. Walmart shares rose 0.9% to $133.82 in premarket trading Tuesday.Analysts are expecting The Home Depot, Inc. (NYSE:HD) to have earned $4.95 per share on revenue of $43.40 billion for the latest quarter. The company will release earnings before the markets open. Home Depot shares rose 0.6% to $316.34 in premarket trading Tuesday.Wall Street expects Sea Ltd. (NYSE:SE) to report quarterly earnings at (-$1.19) per share on revenue of $2.97 billion before the opening bell. Sea shares fell 2.3% to $87.92 in premarket trading Tuesday.Fabrinet (NYSE:FN) reported better-than-expected results for its fourth quarter and issued a strong forecast for the current quarter. Fabrinet shares jumped 10.5% to $111.25 in the after-hours trading session Monday.Fulcrum Therapeutics (NASDAQ:FULC) priced an underwritten public offering of 9,590,792 shares at $7.82 per share. The company, last week, posted a Q2 loss of $0.83 per share. Fulcrum Therapeutics shares rose 0.3% to $7.84 in the after-hours trading session, after dropping 7% in regular trading hours Monday.Analysts expect Agilent Technologies, Inc. (NYSE:A) to post quarterly earnings at $1.18 per share on revenue of $1.61 billion after the closing bell. Agilent shares gained 0.5% to $134.50 in after-hours trading Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9919165583,"gmtCreate":1663755639842,"gmtModify":1676537330072,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919165583","repostId":"2269132097","repostType":4,"repost":{"id":"2269132097","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1663750538,"share":"https://www.laohu8.com/m/news/2269132097?lang=&edition=full","pubTime":"2022-09-21 16:55","market":"us","language":"en","title":"U.S. Stocks To Watch: General Mills, Ford, Gap And More","url":"https://stock-news.laohu8.com/highlight/detail?id=2269132097","media":"Benzinga","summary":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:","content":"<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</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>U.S. Stocks To Watch: General Mills, Ford, Gap And More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks To Watch: General Mills, Ford, Gap And More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-21 16:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/GIS\">General Mills, Inc.</a> to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/GPS\">Gap Inc</a> is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.</li><li><a href=\"https://laohu8.com/S/F\">Ford Motor Company</a> previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/ALPN\">Alpine Immune Sciences, Inc.</a> reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.</li></ul><ul><li>Analysts are expecting <a href=\"https://laohu8.com/S/LEN\">Lennar Corporation</a> to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GPS":"盖璞","GIS":"通用磨坊","LEN":"莱纳建筑公司","F":"福特汽车","ALPN":"Alpine Immune Sciences Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269132097","content_text":"With US stock futures trading slightly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects General Mills, Inc. to report quarterly earnings at $1.00 per share on revenue of $4.72 billion before the opening bell. General Mills shares fell 0.2% to $75.25 in after-hours trading.Gap Inc is eliminating about 500 corporate jobs, the apparel chain said on Tuesday, as it struggles to protect margins and battles weak sales of outdated clothes at brands including Old Navy.Ford Motor Company previewed the effect of parts shortages on the company in the third-quarter and said inflation-related supplier costs during the third quarter will run about $1.0 billion higher than originally expected. The company also projects to have about 40,000 to 45,000 vehicles in inventory at end of third quarter lacking certain parts presently in short supply. Ford shares rose 0.31% to $13.13 in premarket trading.Alpine Immune Sciences, Inc. reported a $100 million common stock offering. Alpine Immune Sciences shares fell 1.4% to $7.25 in the after-hours trading session.Analysts are expecting Lennar Corporation to have earned $4.91 per share on revenue of $9.03 billion for the latest quarter. The company will release earnings after the markets close. Lennar shares fell 0.4% to $76.61 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9910428482,"gmtCreate":1663668842646,"gmtModify":1676537312214,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9910428482","repostId":"1193461774","repostType":4,"repost":{"id":"1193461774","pubTimestamp":1663661566,"share":"https://www.laohu8.com/m/news/1193461774?lang=&edition=full","pubTime":"2022-09-20 16:12","market":"us","language":"en","title":"5 High-Conviction Stocks to Buy in the Next Market Correction","url":"https://stock-news.laohu8.com/highlight/detail?id=1193461774","media":"Motley Fool","summary":"Here are five stocks you can confidently buy and hold the next time the market crashes.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>These companies have strong market positions in their respective industries.</li><li>They continue to demonstrate healthy growth during tough times.</li><li>Their resilience allows them to get through short-term challenges to do well in the long run.</li></ul><p>It&#39;s useful to prepare a watchlist of stocks that you plan to accumulate. The markets are seeing heightened volatility in the past few months as the Federal Reserve hikes interest rates to tackle runaway inflation. With the NASDAQ Composite Index and <b>S&amp;P 500</b> already in a bear market this year, stock prices may have room to fall further. You should see a market correction as a golden opportunity to either accumulate more shares of companies you already own or to start a new position in a company that&#39;s become much cheaper.</p><p>Of course, you&#39;ll need to ensure several attributes are in place before you pull the trigger. The business needs to demonstrate steady growth, be a dominant player within its industry, and enjoy tailwinds that will allow them to continue doing well. With these characteristics in place, a buy-and-hold strategy can ensure that you enjoy steady compounding to achieve your retirement goals.</p><p>Here are five stocks you can consider buying during the next market correction.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c29fc1d86cf50cea60b7596122ca8e11\" tg-width=\"2000\" tg-height=\"1333\" referrerpolicy=\"no-referrer\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><h2>Starbucks</h2><p><b>Starbucks</b> is a global coffee chain with more than 34,000 stores around the world.  The company reported an encouraging set of earnings for its fiscal 2022&#39;s third quarter, with net revenue up 9% year over year to a record $8.2 billion. Comparable-store sales were up 3% globally, with the U.S. registering a 9% increase, and active Starbucks reward members climbed 13% year over year in the U.S. to 27.4 million members.</p><p>During its recent biennial Investor Day, Starbucks unveiled an ambitious three-year financial roadmap to deliver annual comparable store sales growth of 7% to 9%, revenue growth of 10% to 12%, and earnings-per-share (EPS) growth of 15% to 20%. Founder and interim CEO Howard Shultz also introduced incoming CEO Laxman Narasimhan, who will assume his new role on April 1 next year. With this plan, it seems the company is kicking into high gear to deliver steady earnings growth for investors.</p><h2>Lululemon</h2><p><b>Lululemon</b> is a market leader for athletic apparel and footwear for yoga, running, and training and provides innovative materials and interesting designs for its products. Results for its fiscal 2022&#39;s second quarter were impressive. Revenue increased 29% year over year to $1.9 billion, with comparable-store sales jumping 23% year over year. Net income surged by 39.1% year over year to $289.5 million, partially lifted by a $10.2 million one-off gain from the disposal of an administrative building.</p><p>Lululemon has reported that supply chain woes are easing, allowing the company to manufacture the products it needs to satisfy strong demand. The sports apparel company expects net revenue to grow at a three-year compound annual growth rate of around 26% and for 2022 to register sales of between $7.87 billion to $7.94 billion.</p><h2>Okta</h2><p><b>Okta</b> is a software-as-a-service business that offers identity management services to more than 16,400 customers to help their systems set up secure and convenient access. Okta&#39;s shares may have declined by nearly 72% year to date, but the company is still knocking the lights out with its latest Q2 2023 earnings. Revenue grew 43% year over year, with subscription revenue growing by 44% year over year. Subscription backlog improved by 25% year over year to 2.8 billion, while billings increased by 36% year over year.</p><p>Okta believes there is a significant opportunity for it to continue growing as the total addressable market for its business is around $80 billion. The company has identified various growth drivers and will be implementing them to drive its top and bottom lines. It will work on improving its platform and network and also use its successful &#34;land and expand&#34; strategy in large organizations. International expansion is also on the cards as U.S. revenue made up more than three quarters of total revenue for the quarter.</p><h2>DocuSign</h2><p>If you&#39;re looking for a quick, secure, and convenient way to digitally sign your business agreements, <b>DocuSign</b> has a cloud service that provides this service. The company boasts more than a billion users in 180 countries and also reported a solid  Q2 2023 report card. Subscription and total revenue continued climbing, up 23% and 22% year over year, respectively. Billings also saw an increase of 9% year over year.</p><p>DocuSign believes that its Agreement Cloud has a large market opportunity with a total addressable market of around $50 billion. The company is confident in driving new use-cases such as the notarization of documents and analytics. By expanding on these new uses, DocuSign can drive greater adoption throughout the organization.</p><h2>Chipotle Mexican Grill</h2><p><b>Chipotle Mexican Grill</b> offers a wide menu of food items using responsibly sourced ingredients that do not contain artificial colors, flavors, or preservatives. The Mexican food chain, which boasts 3,000 restaurants in the U.S. and parts of Europe, reported continued growth in its Q2 2022 earnings report. Total revenue rose 17% year over year to $2.2 billion, with comparable-store sales up 10.1% year over year. Digital sales made up nearly 40% of revenue, showcasing the success with which Chipotle had achieved by pivoting to online orders during the pandemic.</p><p>The company is pushing on with new store openings and expects to open between 235 and 250 new restaurants in 2022. The board of directors had also approved an additional $300 million to be used for share buybacks.</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>5 High-Conviction Stocks to Buy in the Next Market Correction</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\">\n5 High-Conviction Stocks to Buy in the Next Market Correction\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-20 16:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThese companies have strong market positions in their respective industries.They continue to demonstrate healthy growth during tough times.Their resilience allows them to get through short-...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc.","LULU":"lululemon athletica","CMG":"墨式烧烤","DOCU":"Docusign","SBUX":"星巴克"},"source_url":"https://www.fool.com/investing/2022/09/19/5-high-conviction-stocks-to-buy-in-the-next-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193461774","content_text":"KEY POINTSThese companies have strong market positions in their respective industries.They continue to demonstrate healthy growth during tough times.Their resilience allows them to get through short-term challenges to do well in the long run.It's useful to prepare a watchlist of stocks that you plan to accumulate. The markets are seeing heightened volatility in the past few months as the Federal Reserve hikes interest rates to tackle runaway inflation. With the NASDAQ Composite Index and S&P 500 already in a bear market this year, stock prices may have room to fall further. You should see a market correction as a golden opportunity to either accumulate more shares of companies you already own or to start a new position in a company that's become much cheaper.Of course, you'll need to ensure several attributes are in place before you pull the trigger. The business needs to demonstrate steady growth, be a dominant player within its industry, and enjoy tailwinds that will allow them to continue doing well. With these characteristics in place, a buy-and-hold strategy can ensure that you enjoy steady compounding to achieve your retirement goals.Here are five stocks you can consider buying during the next market correction.IMAGE SOURCE: GETTY IMAGES.StarbucksStarbucks is a global coffee chain with more than 34,000 stores around the world.  The company reported an encouraging set of earnings for its fiscal 2022's third quarter, with net revenue up 9% year over year to a record $8.2 billion. Comparable-store sales were up 3% globally, with the U.S. registering a 9% increase, and active Starbucks reward members climbed 13% year over year in the U.S. to 27.4 million members.During its recent biennial Investor Day, Starbucks unveiled an ambitious three-year financial roadmap to deliver annual comparable store sales growth of 7% to 9%, revenue growth of 10% to 12%, and earnings-per-share (EPS) growth of 15% to 20%. Founder and interim CEO Howard Shultz also introduced incoming CEO Laxman Narasimhan, who will assume his new role on April 1 next year. With this plan, it seems the company is kicking into high gear to deliver steady earnings growth for investors.LululemonLululemon is a market leader for athletic apparel and footwear for yoga, running, and training and provides innovative materials and interesting designs for its products. Results for its fiscal 2022's second quarter were impressive. Revenue increased 29% year over year to $1.9 billion, with comparable-store sales jumping 23% year over year. Net income surged by 39.1% year over year to $289.5 million, partially lifted by a $10.2 million one-off gain from the disposal of an administrative building.Lululemon has reported that supply chain woes are easing, allowing the company to manufacture the products it needs to satisfy strong demand. The sports apparel company expects net revenue to grow at a three-year compound annual growth rate of around 26% and for 2022 to register sales of between $7.87 billion to $7.94 billion.OktaOkta is a software-as-a-service business that offers identity management services to more than 16,400 customers to help their systems set up secure and convenient access. Okta's shares may have declined by nearly 72% year to date, but the company is still knocking the lights out with its latest Q2 2023 earnings. Revenue grew 43% year over year, with subscription revenue growing by 44% year over year. Subscription backlog improved by 25% year over year to 2.8 billion, while billings increased by 36% year over year.Okta believes there is a significant opportunity for it to continue growing as the total addressable market for its business is around $80 billion. The company has identified various growth drivers and will be implementing them to drive its top and bottom lines. It will work on improving its platform and network and also use its successful \"land and expand\" strategy in large organizations. International expansion is also on the cards as U.S. revenue made up more than three quarters of total revenue for the quarter.DocuSignIf you're looking for a quick, secure, and convenient way to digitally sign your business agreements, DocuSign has a cloud service that provides this service. The company boasts more than a billion users in 180 countries and also reported a solid  Q2 2023 report card. Subscription and total revenue continued climbing, up 23% and 22% year over year, respectively. Billings also saw an increase of 9% year over year.DocuSign believes that its Agreement Cloud has a large market opportunity with a total addressable market of around $50 billion. The company is confident in driving new use-cases such as the notarization of documents and analytics. By expanding on these new uses, DocuSign can drive greater adoption throughout the organization.Chipotle Mexican GrillChipotle Mexican Grill offers a wide menu of food items using responsibly sourced ingredients that do not contain artificial colors, flavors, or preservatives. The Mexican food chain, which boasts 3,000 restaurants in the U.S. and parts of Europe, reported continued growth in its Q2 2022 earnings report. Total revenue rose 17% year over year to $2.2 billion, with comparable-store sales up 10.1% year over year. Digital sales made up nearly 40% of revenue, showcasing the success with which Chipotle had achieved by pivoting to online orders during the pandemic.The company is pushing on with new store openings and expects to open between 235 and 250 new restaurants in 2022. The board of directors had also approved an additional $300 million to be used for share buybacks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935123209,"gmtCreate":1663049087801,"gmtModify":1676537191570,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9935123209","repostId":"2266325053","repostType":4,"repost":{"id":"2266325053","pubTimestamp":1663035105,"share":"https://www.laohu8.com/m/news/2266325053?lang=&edition=full","pubTime":"2022-09-13 10:11","market":"us","language":"en","title":"4 Growth Stocks to Buy and Hold Forever","url":"https://stock-news.laohu8.com/highlight/detail?id=2266325053","media":"Motley Fool","summary":"Buying when these stocks are low could be the investment move of a lifetime.","content":"<html><head></head><body><p>Who doesn&#39;t love a great growth stock? Consider what a $10,000 investment made in <b>Tesla</b> 10 years ago would be worth today: a cool $1.62 million.</p><p>It&#39;s this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.</p><p>So let&#39;s look at a few stocks with serious potential: Perhaps not the potential to match Tesla&#39;s insane 16,000% return over 10 years but still stocks worth owning nonetheless.</p><h2>1. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p>When it comes to growth stocks worth owning and holding forever, <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a> is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.</p><p>The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the <b>S&amp;P 500</b> average of 20.5.</p><p>Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world&#39;s premier companies -- before its valuation bounces higher.</p><h2>2. <a href=\"https://laohu8.com/S/SPOT\">Spotify</a></h2><p>After years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like <b>Spotify</b>.</p><p><img src=\"https://static.tigerbbs.com/cfba0c37d379e16f6fcabe26efcf82f4\" tg-width=\"1200\" tg-height=\"1200\" referrerpolicy=\"no-referrer\"/></p><p>While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn&#39;t satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.</p><p>Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.</p><h2>3. <a href=\"https://laohu8.com/S/RBLX\">Roblox</a></h2><p>My third recommendation is <a href=\"https://laohu8.com/S/RBLX\">Roblox</a>. As I&#39;ve noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.</p><p>Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to &#34;own&#34; the metaverse. Yes, I&#39;m looking at you,<b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b>.</p><p>While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.</p><p>In time, those users (and their billions of hours spent on the platform) <i>will be monetized</i>. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.</p><h2>4. <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a></h2><p>The fourth stock to buy and hold forever is <a href=\"https://laohu8.com/S/ABNB\">Airbnb</a>. If there&#39;s one thing everyone can agree on, it&#39;s this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.</p><p>But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, &#34;The office, as we know it, is over.&#34; Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.</p><p>Airbnb is capitalizing on the new work-from-home reality. And it&#39;s bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.</p><p>The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.</p><p>So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.</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>4 Growth Stocks to Buy and Hold Forever</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\">\n4 Growth Stocks to Buy and Hold Forever\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-13 10:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPOT":"Spotify Technology S.A.","RBLX":"Roblox Corporation","ABNB":"爱彼迎","MSFT":"微软"},"source_url":"https://www.fool.com/investing/2022/09/12/4-growth-stocks-to-buy-and-hold-forever/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266325053","content_text":"Who doesn't love a great growth stock? Consider what a $10,000 investment made in Tesla 10 years ago would be worth today: a cool $1.62 million.It's this potential for explosive returns that leads many to include growth stocks in a balanced portfolio. Because you never know which one might turn out to be the next Tesla.So let's look at a few stocks with serious potential: Perhaps not the potential to match Tesla's insane 16,000% return over 10 years but still stocks worth owning nonetheless.1. MicrosoftWhen it comes to growth stocks worth owning and holding forever, Microsoft  is near the top of my list. The software giant has diversified in recent years, building a thriving cloud services business, expanding its gaming division, and buying business-networking site LinkedIn.The company has an astounding 46% return on equity, operating margins of 42%, and nearly $200 billion in revenue over the last 12 months. Those impressive figures more than justify its price-to-earnings (P/E) ratio of 27.4, which is a good deal higher than the S&P 500 average of 20.5.Microsoft has long earned a premium from the market -- its five-year average P/E is over 35. Smart investors might use the recent market swoon as an opportunity to load up on one of the world's premier companies -- before its valuation bounces higher.2. SpotifyAfter years of decline, music industry revenue has surged to its highest level in more than 20 years. The reason? Music streaming companies like Spotify.While physical and digital music sales have continued to wane, audio streaming has exploded over the last seven years and now accounts for over $15 billion of music industry revenue. Moreover, Spotify isn't satisfied with just delivering great music to its users. The company has invested in podcasts and audiobooks, landing exclusive deals with celebrities as varied as Joe Rogan and Meghan Markle.Operationally, the company is firing on all cylinders. In its most recent quarterly report, Spotify announced a 19% year-over-year increase in daily average users (DAUs) to 433 million and a 14% jump in paid subscribers to 188 million. The company is expanding its international user base, and it specifically called out blistering growth among Gen Z users in Latin America. Just as video streaming disrupted traditional TV and movies, streaming has done the same to audio. Smart investors should take note and load up on Spotify shares now.3. RobloxMy third recommendation is Roblox. As I've noted before, owning Roblox is one way for investors to participate in the growth of Web3. As the internet continues to evolve, more and more individuals will start to own virtual assets: digital currencies, non-fungible tokens, and many other forms of property.Roblox, as the operator of an online metaverse-style gaming network, has a first-mover advantage when it comes to Web3. It has some 58.5 million DAUs. In July alone, its users spent more than 4.7 billion hours exploring its platform. This size and scale, along with the brand loyalty and network effect that results from such a large pool of users, means Roblox has a leg up on other companies that want to \"own\" the metaverse. Yes, I'm looking at you,Meta Platforms.While Meta Platforms is spending billions of dollars to develop its own version of the metaverse, Roblox has already captured the hearts and minds of millions of users, many of them under the age of 18. And while this year has seen Roblox stock tumble as it came up against incredibly difficult year-over-year comparisons to its lockdown-fueled 2021, the company continues to steadily grow its user base.In time, those users (and their billions of hours spent on the platform) will be monetized. Investors who are willing to ride out this admittedly volatile name should be rewarded for their patience.4. AirbnbThe fourth stock to buy and hold forever is Airbnb. If there's one thing everyone can agree on, it's this: After the last two years, it seems everyone has needed a vacation this year. And as the world largely rolled back pandemic restrictions and travel picked up, Airbnb was there to provide a place for eager tourists to stay.But the company is so much more than just a play on reopening economies. CEO Brian Chesky made waves when he announced in May of this year that, \"The office, as we know it, is over.\" Chesky seems to be right on the money. Airbnb has reported that close to half of its bookings are for stays of seven days or more, and 19% are for stays of 28 days or more.Airbnb is capitalizing on the new work-from-home reality. And it's bringing a sense of whimsy to travel by offering exotic accommodations like castles, windmills, caves, and treehouses.The analyst community is convinced. Wall Street expects Airbnb to record $8.3 billion in revenue this year, a jump of 38% from 2021. For the following year, it expects revenue to surpass $9.5 billion.So for investors looking to add growth to their portfolio, Airbnb is a stock worth adding to their wish list.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908775692,"gmtCreate":1659448667518,"gmtModify":1705980449060,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908775692","repostId":"1127271806","repostType":4,"repost":{"id":"1127271806","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":1659447303,"share":"https://www.laohu8.com/m/news/1127271806?lang=&edition=full","pubTime":"2022-08-02 21:35","market":"us","language":"en","title":"U.S. Stocks Fall for a Second Day As Investors Weigh Geopolitical Tensions, New Batch of Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1127271806","media":"Tiger Newspress","summary":"U.S. Stock futures fell Tuesday morning as Geopolitical tensions.Futures tied to the Dow Jones Indus","content":"<html><head></head><body><p>U.S. Stock futures fell Tuesday morning as Geopolitical tensions.</p><p>Futures tied to the Dow Jones Industrial Average were 196 points lower, or 0.52%. S&amp;P 500 futures slid 0.71%, and Nasdaq 100 futures dropped 0.96%. Shares of Caterpillar are weighing on Dow futures after the company reported earnings that missed revenue expectations, sending the stock down more than 3% before the bell.</p><p>Traders are also awaiting another raft of earnings from companies such as Starbucks, PayPal and Advanced Micro Devices.</p><p>Tuesday’s moves came after the major averages fell on the first day of August. The S&amp;P 500 shed 0.28% to end at 4,118.63 while the Nasdaq Composite inched 0.18% lower and closed at 12,368.98. The Dow Jones Industrial Average slipped 46.73 points, or 0.14%, to end at 32,798.40. Last month, the major averages posted their biggest one-month gains since 2020.</p><p>“I think for sure it remains a bear market bounce,” Kevin Simpson of Capital Wealth Planning told on Monday. ”... I think it was awesome the way the markets traded in July, but I think we’re not through any type of capitulation. The headwinds are just too rampant.</p><p>On the economic data front, investors this week are awaiting the July nonfarm payrolls report slated for release Friday for further clues into the state of the economy and the job market.</p><p>The economy has reached peak inflation, as shown by the recent drop in oil prices, according to a Tuesday tweet from  Jim Cramer.</p><p>“The speed of the decline in oil i think puts the lie to the notion, again, that we have not had peak inflation,” Cramer wrote. “The inflationist as simply refuse to believe it could have peaked regardless of the evidence.”</p><p>Data pointing to a global manufacturing downturn caused oil prices to slip further from their highs this week, though they recovered somewhat since.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Fall for a Second Day As Investors Weigh Geopolitical Tensions, New Batch of Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Fall for a Second Day As Investors Weigh Geopolitical Tensions, New Batch of Earnings\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\">2022-08-02 21:35</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 fell Tuesday morning as Geopolitical tensions.</p><p>Futures tied to the Dow Jones Industrial Average were 196 points lower, or 0.52%. S&amp;P 500 futures slid 0.71%, and Nasdaq 100 futures dropped 0.96%. Shares of Caterpillar are weighing on Dow futures after the company reported earnings that missed revenue expectations, sending the stock down more than 3% before the bell.</p><p>Traders are also awaiting another raft of earnings from companies such as Starbucks, PayPal and Advanced Micro Devices.</p><p>Tuesday’s moves came after the major averages fell on the first day of August. The S&amp;P 500 shed 0.28% to end at 4,118.63 while the Nasdaq Composite inched 0.18% lower and closed at 12,368.98. The Dow Jones Industrial Average slipped 46.73 points, or 0.14%, to end at 32,798.40. Last month, the major averages posted their biggest one-month gains since 2020.</p><p>“I think for sure it remains a bear market bounce,” Kevin Simpson of Capital Wealth Planning told on Monday. ”... I think it was awesome the way the markets traded in July, but I think we’re not through any type of capitulation. The headwinds are just too rampant.</p><p>On the economic data front, investors this week are awaiting the July nonfarm payrolls report slated for release Friday for further clues into the state of the economy and the job market.</p><p>The economy has reached peak inflation, as shown by the recent drop in oil prices, according to a Tuesday tweet from  Jim Cramer.</p><p>“The speed of the decline in oil i think puts the lie to the notion, again, that we have not had peak inflation,” Cramer wrote. “The inflationist as simply refuse to believe it could have peaked regardless of the evidence.”</p><p>Data pointing to a global manufacturing downturn caused oil prices to slip further from their highs this week, though they recovered somewhat since.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127271806","content_text":"U.S. Stock futures fell Tuesday morning as Geopolitical tensions.Futures tied to the Dow Jones Industrial Average were 196 points lower, or 0.52%. S&P 500 futures slid 0.71%, and Nasdaq 100 futures dropped 0.96%. Shares of Caterpillar are weighing on Dow futures after the company reported earnings that missed revenue expectations, sending the stock down more than 3% before the bell.Traders are also awaiting another raft of earnings from companies such as Starbucks, PayPal and Advanced Micro Devices.Tuesday’s moves came after the major averages fell on the first day of August. The S&P 500 shed 0.28% to end at 4,118.63 while the Nasdaq Composite inched 0.18% lower and closed at 12,368.98. The Dow Jones Industrial Average slipped 46.73 points, or 0.14%, to end at 32,798.40. Last month, the major averages posted their biggest one-month gains since 2020.“I think for sure it remains a bear market bounce,” Kevin Simpson of Capital Wealth Planning told on Monday. ”... I think it was awesome the way the markets traded in July, but I think we’re not through any type of capitulation. The headwinds are just too rampant.On the economic data front, investors this week are awaiting the July nonfarm payrolls report slated for release Friday for further clues into the state of the economy and the job market.The economy has reached peak inflation, as shown by the recent drop in oil prices, according to a Tuesday tweet from  Jim Cramer.“The speed of the decline in oil i think puts the lie to the notion, again, that we have not had peak inflation,” Cramer wrote. “The inflationist as simply refuse to believe it could have peaked regardless of the evidence.”Data pointing to a global manufacturing downturn caused oil prices to slip further from their highs this week, though they recovered somewhat since.","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9908899428,"gmtCreate":1659352424164,"gmtModify":1705979394055,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9908899428","repostId":"1163468864","repostType":4,"repost":{"id":"1163468864","pubTimestamp":1659343896,"share":"https://www.laohu8.com/m/news/1163468864?lang=&edition=full","pubTime":"2022-08-01 16:51","market":"us","language":"en","title":"Alibaba, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1163468864","media":"Benzinga","summary":"With US stock futures trading lower this morning on Monday ahead of earnings reports from several bi","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b><a href=\"https://laohu8.com/S/BABA\">Alibaba</a></b> said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.</li><li><b><a href=\"https://laohu8.com/S/XPEV\">XPeng Inc.</a></b> recorded monthly deliveries in July of 11,524 Smart EVs, representing a 43% increase year-over-year. The Company delivered 80,507 Smart EVs in total for the first seven months in 2022, representing a 108% increase year-over-year. Cumulative deliveries reached nearly 220,000 as of the end of July 2022.</li><li><b><a href=\"https://laohu8.com/S/LI\">Li Auto</a></b> delivered 10,422 Li ONEs in July 2022, up 21.3% year over year. The cumulative deliveries of Li ONE have reached 194,913 since the vehicle’s market debut in 2019.</li><li><b><a href=\"https://laohu8.com/S/NIO\">NIO Inc.</a></b> delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022.</li><li><b><a href=\"https://laohu8.com/S/BA\">Boeing</a></b> temporarily avoided a strike at three plants that make military gear, and U.S. regulators approved the company&#39;s plan for validating repairs to the 787.</li><li><b><a href=\"https://laohu8.com/S/HSBC\">HSBC Holdings PLC</a></b> posted $5.49 billion in net profit for the three months ended June 30, compared with $3.40 billion a year earlier. Net profit had been projected to decline to $2.70 billion, according to the lender&#39;s compiled consensus for the period.</li></ul><ul><li>Wall Street expects <b>Global Payments Inc.</b> to report quarterly earnings at $2.35 per share on revenue of $2.07 billion before the opening bell. Global Payments shares fell 0.2% to $122.10 in after-hours trading.</li><li>Analysts are expecting <b>The Mosaic Company</b> to have earned $4.01 per share on revenue of $5.65 billion for the latest quarter. The company will release earnings after the markets close. Mosaic shares rose 0.1% to $52.70 in after-hours trading.</li><li><b>Tuesday Morning Corporation</b> said that the company’s Chief Financial Officer Jennifer Robinson is departing to pursue other opportunities effective August 15, 2022. The company named current COO Marc Katz as Interim CFO. Tuesday Morning shares fell 3.4% to $0.2300 in the after-hours trading session.</li></ul><ul><li>After the closing bell, <b>Activision Blizzard, Inc.</b> is projected to post quarterly earnings at $0.48 per share on revenue of $1.58 billion. Activision shares slipped 0.2% to $79.80 in after-hours trading.</li><li>Analysts expect <b>ON Semiconductor Corporation</b> to report quarterly earnings at $1.26 per share on revenue of $2.01 billion before the opening bell. ON Semiconductor shares fell 0.1% to $66.75 in after-hours trading.</li></ul></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>Alibaba, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch</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, Nio, XPeng, Li Auto, Boeing, Activision Blizzard and HSBC: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba said it ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","GPN":"环汇有限公司","HSBC":"汇丰","BA":"波音","ATVI":"动视暴雪","MOS":"美国美盛","BABA":"阿里巴巴","TUEM":"Tuesday Morning Corp","ON":"安森美半导体"},"source_url":"https://www.benzinga.com/news/earnings/22/08/28282642/global-payments-mosaic-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163468864","content_text":"With US stock futures trading lower this morning on Monday ahead of earnings reports from several big companies, some of the stocks that may grab investor focus today are as follows:Alibaba said it would work to maintain its New York and Hong Kong stock exchange listings after the Chinese e-commerce giant was placed on a delisting watchlist by U.S authorities.XPeng Inc. recorded monthly deliveries in July of 11,524 Smart EVs, representing a 43% increase year-over-year. The Company delivered 80,507 Smart EVs in total for the first seven months in 2022, representing a 108% increase year-over-year. Cumulative deliveries reached nearly 220,000 as of the end of July 2022.Li Auto delivered 10,422 Li ONEs in July 2022, up 21.3% year over year. The cumulative deliveries of Li ONE have reached 194,913 since the vehicle’s market debut in 2019.NIO Inc. delivered 10,052 vehicles in July 2022, representing an increase of 26.7% year-over-year. The deliveries consisted of 7,579 premium smart electric SUVs, and 2,473 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 227,949 as of July 31, 2022.Boeing temporarily avoided a strike at three plants that make military gear, and U.S. regulators approved the company's plan for validating repairs to the 787.HSBC Holdings PLC posted $5.49 billion in net profit for the three months ended June 30, compared with $3.40 billion a year earlier. Net profit had been projected to decline to $2.70 billion, according to the lender's compiled consensus for the period.Wall Street expects Global Payments Inc. to report quarterly earnings at $2.35 per share on revenue of $2.07 billion before the opening bell. Global Payments shares fell 0.2% to $122.10 in after-hours trading.Analysts are expecting The Mosaic Company to have earned $4.01 per share on revenue of $5.65 billion for the latest quarter. The company will release earnings after the markets close. Mosaic shares rose 0.1% to $52.70 in after-hours trading.Tuesday Morning Corporation said that the company’s Chief Financial Officer Jennifer Robinson is departing to pursue other opportunities effective August 15, 2022. The company named current COO Marc Katz as Interim CFO. Tuesday Morning shares fell 3.4% to $0.2300 in the after-hours trading session.After the closing bell, Activision Blizzard, Inc. is projected to post quarterly earnings at $0.48 per share on revenue of $1.58 billion. Activision shares slipped 0.2% to $79.80 in after-hours trading.Analysts expect ON Semiconductor Corporation to report quarterly earnings at $1.26 per share on revenue of $2.01 billion before the opening bell. ON Semiconductor shares fell 0.1% to $66.75 in after-hours trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913524976,"gmtCreate":1664025263995,"gmtModify":1676537380672,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9913524976","repostId":"1137021764","repostType":4,"repost":{"id":"1137021764","pubTimestamp":1663982759,"share":"https://www.laohu8.com/m/news/1137021764?lang=&edition=full","pubTime":"2022-09-24 09:25","market":"us","language":"en","title":"The Top 5 Stocks Cathie Wood Is Buying This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1137021764","media":"InvestorPlace","summary":"Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, s","content":"<html><head></head><body><ul><li>Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.</li><li>This week, she purchased shares in companies like <a href=\"https://laohu8.com/S/ADBE\">Adobe</a>, <a href=\"https://laohu8.com/S/TSP\">TuSimple</a> and <a href=\"https://laohu8.com/S/VLD\">Velo3D</a>.</li><li>Shares of the ARKK Innovation ETF(ARKK) are down by over 55% year-to-date.</li></ul><p>Exchange-traded fund (ETF) manager Cathie Wood made headlines this week after she announced that she would cede control of her role as portfolio manager for the 3D Printing ETF (BATS:PRNT) and the ARK Israel Innovative Technology ETF (BATS:IZRL). Both ETFs carry over $100 million in assets under management.</p><p>The Ark Invest CEO did not provide a concrete reason for her departure, although it was announced that Will Scherer would take over as PM for the two ETFs. Scherer joined the firm in 2014 and most recently served as a trading manager.</p><p>The news has investors speculating that the 66-year old Wood is preparing her succession plans. Earlier in June, she appointed Sam Korus and Nicholas Grous as associate PMs. Up until then, Wood was Ark’s only PM. Still, it appears that loyal fans aren’t ready to part ways with the outspoken investor just yet.</p><p>With that in mind, let’s take a look at the top five stocks that Wood purchased this week.</p><p>The Top 5 Stocks Cathie Wood Is Buying This Week</p><p>1. <a href=\"https://laohu8.com/S/VLD\">Velo3D </a></p><p>Velo3D (NYSE:VLD) has an ambitious goal of becoming the largest metal additive manufacturing company by as early as the end of this year. The 3D metals printing company announced last week that it had sold seven of its Sapphire printers to Kevton Technologies. This marked one of the largest sales to a contract manufacturer since the company’s inception. The first two printers are expected to begin work during Q1 of next year.</p><p>Velo3D has also experienced fast-paced growth, with revenue increasing by 15x in the past six quarters. In the most recent quarter, revenue tallied in at $19.6 million, up 60% year-over-year (YOY). Further dilution or equity raises in the near term seems unlikely, as the company had $142 million of cash on hand as of June 30.</p><p>Between September 19 and September 23, the ARK Space Exploration &amp; Innovation (BATS:ARKX) added 99,616 shares of VLD stock. After the purchase, ETF owns a total of 11.1 million shares.</p><p>2. <a href=\"https://laohu8.com/S/TSP\">TuSimple </a></p><p>TuSimple (NASDAQ:TSP) seeks to develop safe and efficient autonomous driving (AD) technology for trucks. However, shares of TSP stock have been hampered by a class-action lawsuit relating to an AD driving accident earlier this year.</p><p>In April, The Wall Street Journal revealed that a truck with TSP AD technology had crashed on the highway into a cement barrier. At the time, TuSimple attributed the accident to “human error,” while the WSJ claimed that the accident was due to faulty technology. Afterwards, a class-action lawsuit was filed against the company, citing that it overstated its commitment to safety and rushed to bring its technology to the market. TSP shareholders have until Oct. 31 to join the lawsuit.</p><p>This week, the ARK Innovation ETF (NYSEARCA:ARKK) acquired 241,626 shares of TSP stock. In the month of September, the ETF has purchased a total of 764,934 shares.</p><p>3. <a href=\"https://laohu8.com/S/ADBE\">Adobe </a></p><p>Shares of Adobe (NASDAQ:ADBE) have fallen by about 30% in the past month after the software company announced that it would acquire Figma for a whopping $20 billion in cash and stock. Figma is a competitor to Adobe’s XD program and is a collaborative design platform. After the announcement, shares of ADBE fell by 17%, marking the largest decline since 2010.</p><p>Figma was last valued at $10 billion in a 2021 funding round. However, shares of ADBE fell because investors believed that Adobe was paying way too much for Figma. This year, Figma is expected to generate more than $400 million in annual recurring revenue. That would mean that Adobe is paying a roughly 50x revenue multiple for the design platform. Now, Wood is stepping in and buying the dip.</p><p>On Sept. 19, the ARK Next Generation Internet ETF (NYSEARCA:ARKW) purchased 22,874 shares of ADBE stock. This was the first purchase of Adobe by any ARK ETF since April 27.</p><p>4. <a href=\"https://laohu8.com/S/NTLA\">Intellia Therapeutics </a></p><p>Intellia Therapeutics (NASDAQ:NTLA) is a genome editing company that uses CRISPR technology for human therapeutic use. However, shares of NTLA have been highly volatile and carry a 52-week high of $154.15 and a 52-week low of $37.08.</p><p>Last week, the company revealed interim data from the cardiomyopathy arm of its ongoing Phase 1 study in collaboration with Regeneron Pharmaceuticals (NASDAQ:REGN). The results were promising, showing that NTLA-2001 provided mean serum transthyretin reductions between 92% and 94% with varying doses. The data supports NTLA-2001 as a one-time treatment to “permanently inactivate the TTR gene and reduce the disease-causing protein in people with ATTR-CM.”</p><p>On Sept. 19, ARKK and the ARK Genomic Revolution ETF (BATS:ARKG) scooped up a combined 70,873 shares of NTLA stock. After the purchases, Intellia is now the seventh largest holding among all ARK ETFs.</p><p>5. <a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics </a></p><p>Verve Therapeutics (NASDAQ:VERV) operates as a biotechnology company that seeks to treat cardiovascular diseases with single-course gene editing medicines. On Sept. 21, it was announced that the United Kingdom Medicines and Healthcare Products Regulatory Agency (MHRA) had approved the company’s clinical trial authorization (CTA) application. The trial will determine the effectiveness of VERVE-101 in patients with heterozygous familial hypercholesterolemia (HeFH).</p><p>Chief medical and scientific officer Andrew Bellinger added:</p><p>This CTA marks the second regulatory clearance for VERVE-101 as we execute our global strategy focused on bringing a potential single-course gene editing treatment to patients with ASCVD around the world, beginning with HeFH.</p><p>Enrollments for the trial will begin “imminently,” starting with 40 adults affected by HeFH. Furthermore, VERVE-101 has already received clearance to begin heart-1 clinical trials in New Zealand. Interim data for the trial is expected to be released next year.</p><p>This week, ARKK and ARKG purchased a combined 264,606 shares of VERV stock. After the purchases, Ark Invest now owns a total of 2.59 million shares.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Top 5 Stocks Cathie Wood Is Buying 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\">\nThe Top 5 Stocks Cathie Wood Is Buying This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, she purchased shares in companies like Adobe, TuSimple and Velo3D.Shares of the ARKK Innovation ETF(...</p>\n\n<a href=\"https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKK":"ARK Innovation ETF"},"source_url":"https://investorplace.com/2022/09/the-top-5-stocks-cathie-wood-is-buying-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137021764","content_text":"Cathie Wood has handed the reins for two of her ETFs to Ark Invest veteran Will Scherer.This week, she purchased shares in companies like Adobe, TuSimple and Velo3D.Shares of the ARKK Innovation ETF(ARKK) are down by over 55% year-to-date.Exchange-traded fund (ETF) manager Cathie Wood made headlines this week after she announced that she would cede control of her role as portfolio manager for the 3D Printing ETF (BATS:PRNT) and the ARK Israel Innovative Technology ETF (BATS:IZRL). Both ETFs carry over $100 million in assets under management.The Ark Invest CEO did not provide a concrete reason for her departure, although it was announced that Will Scherer would take over as PM for the two ETFs. Scherer joined the firm in 2014 and most recently served as a trading manager.The news has investors speculating that the 66-year old Wood is preparing her succession plans. Earlier in June, she appointed Sam Korus and Nicholas Grous as associate PMs. Up until then, Wood was Ark’s only PM. Still, it appears that loyal fans aren’t ready to part ways with the outspoken investor just yet.With that in mind, let’s take a look at the top five stocks that Wood purchased this week.The Top 5 Stocks Cathie Wood Is Buying This Week1. Velo3D Velo3D (NYSE:VLD) has an ambitious goal of becoming the largest metal additive manufacturing company by as early as the end of this year. The 3D metals printing company announced last week that it had sold seven of its Sapphire printers to Kevton Technologies. This marked one of the largest sales to a contract manufacturer since the company’s inception. The first two printers are expected to begin work during Q1 of next year.Velo3D has also experienced fast-paced growth, with revenue increasing by 15x in the past six quarters. In the most recent quarter, revenue tallied in at $19.6 million, up 60% year-over-year (YOY). Further dilution or equity raises in the near term seems unlikely, as the company had $142 million of cash on hand as of June 30.Between September 19 and September 23, the ARK Space Exploration & Innovation (BATS:ARKX) added 99,616 shares of VLD stock. After the purchase, ETF owns a total of 11.1 million shares.2. TuSimple TuSimple (NASDAQ:TSP) seeks to develop safe and efficient autonomous driving (AD) technology for trucks. However, shares of TSP stock have been hampered by a class-action lawsuit relating to an AD driving accident earlier this year.In April, The Wall Street Journal revealed that a truck with TSP AD technology had crashed on the highway into a cement barrier. At the time, TuSimple attributed the accident to “human error,” while the WSJ claimed that the accident was due to faulty technology. Afterwards, a class-action lawsuit was filed against the company, citing that it overstated its commitment to safety and rushed to bring its technology to the market. TSP shareholders have until Oct. 31 to join the lawsuit.This week, the ARK Innovation ETF (NYSEARCA:ARKK) acquired 241,626 shares of TSP stock. In the month of September, the ETF has purchased a total of 764,934 shares.3. Adobe Shares of Adobe (NASDAQ:ADBE) have fallen by about 30% in the past month after the software company announced that it would acquire Figma for a whopping $20 billion in cash and stock. Figma is a competitor to Adobe’s XD program and is a collaborative design platform. After the announcement, shares of ADBE fell by 17%, marking the largest decline since 2010.Figma was last valued at $10 billion in a 2021 funding round. However, shares of ADBE fell because investors believed that Adobe was paying way too much for Figma. This year, Figma is expected to generate more than $400 million in annual recurring revenue. That would mean that Adobe is paying a roughly 50x revenue multiple for the design platform. Now, Wood is stepping in and buying the dip.On Sept. 19, the ARK Next Generation Internet ETF (NYSEARCA:ARKW) purchased 22,874 shares of ADBE stock. This was the first purchase of Adobe by any ARK ETF since April 27.4. Intellia Therapeutics Intellia Therapeutics (NASDAQ:NTLA) is a genome editing company that uses CRISPR technology for human therapeutic use. However, shares of NTLA have been highly volatile and carry a 52-week high of $154.15 and a 52-week low of $37.08.Last week, the company revealed interim data from the cardiomyopathy arm of its ongoing Phase 1 study in collaboration with Regeneron Pharmaceuticals (NASDAQ:REGN). The results were promising, showing that NTLA-2001 provided mean serum transthyretin reductions between 92% and 94% with varying doses. The data supports NTLA-2001 as a one-time treatment to “permanently inactivate the TTR gene and reduce the disease-causing protein in people with ATTR-CM.”On Sept. 19, ARKK and the ARK Genomic Revolution ETF (BATS:ARKG) scooped up a combined 70,873 shares of NTLA stock. After the purchases, Intellia is now the seventh largest holding among all ARK ETFs.5. Verve Therapeutics Verve Therapeutics (NASDAQ:VERV) operates as a biotechnology company that seeks to treat cardiovascular diseases with single-course gene editing medicines. On Sept. 21, it was announced that the United Kingdom Medicines and Healthcare Products Regulatory Agency (MHRA) had approved the company’s clinical trial authorization (CTA) application. The trial will determine the effectiveness of VERVE-101 in patients with heterozygous familial hypercholesterolemia (HeFH).Chief medical and scientific officer Andrew Bellinger added:This CTA marks the second regulatory clearance for VERVE-101 as we execute our global strategy focused on bringing a potential single-course gene editing treatment to patients with ASCVD around the world, beginning with HeFH.Enrollments for the trial will begin “imminently,” starting with 40 adults affected by HeFH. Furthermore, VERVE-101 has already received clearance to begin heart-1 clinical trials in New Zealand. Interim data for the trial is expected to be released next year.This week, ARKK and ARKG purchased a combined 264,606 shares of VERV stock. After the purchases, Ark Invest now owns a total of 2.59 million shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919493297,"gmtCreate":1663835995019,"gmtModify":1676537346704,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9919493297","repostId":"1188153731","repostType":4,"repost":{"id":"1188153731","pubTimestamp":1663837756,"share":"https://www.laohu8.com/m/news/1188153731?lang=&edition=full","pubTime":"2022-09-22 17:09","market":"us","language":"en","title":"Tesla: The Top 5 Things Every Investor Should Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153731","media":"Seeking Alpha","summary":"Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goal","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Elon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.</li><li>Tesla has a completely different level of brand and financial strength than it did 10 years ago.</li><li>The full operating margin capabilities of Tesla Gigafactories have not been reached yet.</li><li>Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.</li><li>The innovation and new revenue streams for Tesla is just getting started.</li></ul><p><b>Thesis:</b></p><p>It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let&#39;s dive into these five areas of strength that Tesla maintains and should not be ignored by investors.</p><p>1. The Drive of Co-Founder and CEO Elon Musk:</p><p>Now I know what you may be thinking right after this subtitle, &#34;Elon wasn&#39;t the Founder of Tesla,&#34; so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.</p><p>The drive of Elon&#39;s entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn&#39;t risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.</p><p>I love these excerpts from the book&#34;Elon Musk&#34; by Ashlee Vance, as this sums it up perfectly.</p><blockquote>&#34;His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk&#39;s ability to handle stress complements his high-risk tolerance. This means he doesn&#39;t create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He&#39;s willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He&#39;s willing to invest all of his time and money into his businesses for the possibility of even bigger gains.&#34;</blockquote><p>So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company&#39;s proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla&#39;s first AI Day in August 2021, Tesla&#39;s AI applicants rose 100xthe following week after the event? We will talk more about Tesla&#39;s excellence in creating a brand awareness and customer experience later.</p><p>2. Vertical Integration and Max Manufacturing Efficiencies</p><p>The vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon&#39;s goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.</p><p>Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon&#39;s control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.</p><p>During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not &#39;will Tesla hit its quarterly commitment goal of deliveries?,&#39; but &#39;do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?&#39; And my answer is most definitely, because I believe Tesla&#39;s efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.</p><p>There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.</p><p>Before We Continue, What Risks Must We Weigh?</p><p>I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?</p><p>My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.</p><p>Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.</p><ol><li><p>Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.</p></li><li><p>China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.</p></li><li><p>Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.</p></li></ol><p>The other short-term headwinds that could impact Tesla&#39;s stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.</p><p>Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.</p><p>3. The Innovation of Tesla and Revenue Optionality</p><p>Besides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.</p><ul><li>Can Tesla create new vehicles that attract new buyers and expand customer adoption?</li><li>Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?</li><li>Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?</li><li>Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?</li><li>Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?</li></ul><p>Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.</p><p>The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.</p><p>Tesla currently had to raise costs of its Full-Self Driving (&#34;FSD&#34;) mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn&#39;t know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.</p><p><img src=\"https://static.tigerbbs.com/870a33299399061807157aa29a92a775\" tg-width=\"640\" tg-height=\"184\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Bot (Tesla.com/AI)</p><p>One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, &#34;Don&#39;t Underestimate Elon in the Long Run&#34;. He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.</p><p>An already growing revenue stream that is separate of the automobile segment is Tesla&#39;s solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.</p><p><img src=\"https://static.tigerbbs.com/b117066e75c5e8798f353dc249ca0d1e\" tg-width=\"640\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/></p><p>Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)</p><p>This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.</p><p>The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world&#39;s fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or &#34;neural network&#34; of compute for others to use.</p><p>This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up &amp; spin down the CPU and storage when needed. What if Tesla could do this at the edge?</p><p>If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.</p><p>It just seems to me there are more possibilities &amp; future synergies between Elon&#39;s companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.</p><p>4. The Focus on Customer Experience and Brand Awareness</p><p>Tesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users&#39; expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.</p><p>Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.</p><p>There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers&#39; Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!</p><ul><li><b>Tesla Dog Mode</b>- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don&#39;t worry I am okay, my owner will return shortly, and shows the temperature of the car.</li><li><b>Tesla Video Dash Cam Capture Mode</b>- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.</li><li><b>Tesla Sentry Mode</b>- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.</li><li><b>The Tesla Entertainment system</b>- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.</li><li><b>Tesla Vent Mode</b>- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.</li><li><b>Upgrades to the Software OS to activate Full-Self Driving Mode</b>- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.</li><li><b>A HEPA Air Filter in the Model Y, S, and X</b>- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)</li></ul><ul><li><b>The Tesla App</b>- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.</li><li><b>Tesla Car Insurance</b>- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.</li><li><b>Tesla Higher Safety Rating</b>- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.</li><li><b>Tesla Supercharger Destination GPS</b>- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.</li></ul><p>5. Financial Fortitude and Optimization</p><p>Elon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.</p><p>An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won&#39;t), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.</p><p>It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla&#39;s analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.</p><p><img src=\"https://static.tigerbbs.com/7a0b446d15d4de95291747d811670da1\" tg-width=\"640\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Financials from Simply Wall St.</p><p>Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.</p><p><img src=\"https://static.tigerbbs.com/fd8790d4ec98026799917c9d0008f5b9\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Shareholder Percentages (Simply Wall St. )</p><p>Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla&#39;s leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.</p><p>Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.</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>Tesla: The Top 5 Things Every Investor Should Consider</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\">\nTesla: The Top 5 Things Every Investor Should Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 17:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2\">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://seekingalpha.com/article/4542400-tesla-stock-top-5-things-investor-consider?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153731","content_text":"SummaryElon Musk is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached.Tesla has a completely different level of brand and financial strength than it did 10 years ago.The full operating margin capabilities of Tesla Gigafactories have not been reached yet.Elon is completely focused and aligned with the customer experience for Tesla owners, employees, and shareholders.The innovation and new revenue streams for Tesla is just getting started.Thesis:It is my opinion that there are five foundational areas of strength that Tesla (NASDAQ:TSLA) maintains that its competition cannot match. It is these areas of strength that have drawn me into becoming a long-term investor in Tesla. These areas of strength very rarely get examined in my opinion and some are hard to put a quantifiable value on. However, when I invest in companies, these are some of the most important areas of a business I examine. After doing my research on Tesla, I went from owning zero shares a year ago to making Tesla one of my top five holdings. So now let's dive into these five areas of strength that Tesla maintains and should not be ignored by investors.1. The Drive of Co-Founder and CEO Elon Musk:Now I know what you may be thinking right after this subtitle, \"Elon wasn't the Founder of Tesla,\" so let us begin there. In 2009, what was Tesla Motors at the time announced an agreement after a lawsuit from co-founder Martin Eberhard, that there were five founders of Tesla not two. Elon Musk was one of those five, who was CEO and chief product architect at the time and now labeled as Technoking of Tesla, a.k.a. CEO.The drive of Elon's entrepreneurial and visionary spirit, I believe is not appreciated enough in the market. If Elon Musk doesn't risk everything, including his personal life, money, time, and health, then we would never have an entire automobile industry putting efforts into building electric vehicles. We would not have reusable rockets going through space or space exploration for consumers.I love these excerpts from the book\"Elon Musk\" by Ashlee Vance, as this sums it up perfectly.\"His willingness to make large personal investments is what sets him apart from other entrepreneurs and makes him so successful. Musk's ability to handle stress complements his high-risk tolerance. This means he doesn't create any safety nets for himself should he fail. This mindset has given him an edge in his professional life. He's willing to risk everything-his money, his possessions, his health, and so on-to make his vision a reality. Most people would find what Elon Musk risks to be extremely stressful, but Musk sees it as necessary in order to achieve his goals. He's willing to invest all of his time and money into his businesses for the possibility of even bigger gains.\"So why does this matter to a thesis on Tesla stock? Because Elon is far from done achieving his future reality, so he will continue to reinvest in his goals and vision until they are reached. Elon will push himself and his employees to new heights of success. It is this intensity in drive and the company's proven track record of execution, that will allow Tesla to continue to obtain the best talent in the world. Did you know after Tesla's first AI Day in August 2021, Tesla's AI applicants rose 100xthe following week after the event? We will talk more about Tesla's excellence in creating a brand awareness and customer experience later.2. Vertical Integration and Max Manufacturing EfficienciesThe vertical integration of the Tesla Gigafactories has created more efficiencies than any other car manufacturer, but will not be fully realized until peak production is reached at each location. This will take time, as Elon's goal is to have each factory producing 1.5 million to 2 million cars per year. The primary long-term goal for Elon for the automobile portion of the company is to reach 20 million vehicles annually by 2030, which could require at least a dozen factories total. So for any investors that think they missed the boat on getting massive returns on Tesla, they may be misinformed.Currently, Tesla is projecting for 1.5 million vehicles created and delivered by the end of 2022, which will require a record pace, flawless execution, and no more Shanghai shutdowns for COVID to accomplish this. In my opinion, it appears to reach that goal of 1.5 million vehicles is not fully in Elon's control with possible future Shanghai lockdowns, but only time will tell to see what happens. The stock has been rewarded and punished depending if commitments of vehicle deliveries are missed. However, this is where I believe the media and investors can lose perspective.During the previous quarter, Tesla delivered 254,695 vehicles which was 96.4% to the estimates Wall Street expected. This was with its fastest producing plant in Shanghai being shut down for most of the quarter due to COVID lockdowns and supply chain challenges globally. The way Elon and his teams have navigated COVID, supply chain disruptions, and semiconductor challenges has been exceptional in my opinion. The question I ask myself is not 'will Tesla hit its quarterly commitment goal of deliveries?,' but 'do I believe the company can reach remotely close to the ambitious 20 million vehicle goal in 2030?' And my answer is most definitely, because I believe Tesla's efficiencies and optimizations continue to improve with each factory that is created and we will not always have these current supply chain disruptions occurring.There are other questions that I must ask myself that are important to the thesis, that I will cover in our next section as well.Before We Continue, What Risks Must We Weigh?I believe these top five factors investors should consider in their thesis about Tesla make it much easier to invest in the stock. However, we have to look at both sides of the potential investment. What could go wrong? Are there any thesis breakers that exist within Tesla or could happen in the future?My biggest thesis breaker would be if something happened to Elon Musk and he was no longer the CEO of Tesla. Whether Elon were to step down from Tesla and be forced to buy Twitter (TWTR), or only focus on SpaceX, this would be a game changer for the worst. I do not find any high probability of any of these things happening, but one cannot predict the future either. We have also lost other great CEOs and innovators of our time, way before we thought would happen, for example Steve Jobs. I do believe Elon has a strong executive leadership team alongside him, but this would make any shareholder stop in their tracks if Elon was not at the helm.Another short-term headwind that could impact the stock is if China were to push Tesla out of the country and take a more domestic approach, due to political tensions between the U.S. and China. China is making more traction with all the different domestic EV companies growing deliveries annually. A particular winner in the Chinese EV market is BYD (OTCPK: BYDDY) who completed the most deliveries in China, at 162,000 in the month of July. I believe Tesla being forced out of China is also unlikely, for the following reasons.Elon has never taken a political stance against the Chinese government, and recognizes the Chinese EV market as a formidable competitor.China is the highest annual emitter of greenhouse gases and mercury. EVs are highly needed in China, to the point there is an extra tax citizens pay to have an ICE vehicle.Tesla still generates the second most deliveries for EVs in China, so demand is still high by consumers.The other short-term headwinds that could impact Tesla's stock would be if it missed its annual delivery goal of 1.5 million vehicles in 2022. This is a real possibility due to the lack of ramp the Berlin and Austin Gigafactories have achieved, and more potential Shanghai lockdowns.Lastly, if Elon Musk was forced to purchase Twitter, then this could cause less short-term focus on running Tesla. Once again, I do not believe this will be a high probability, but investors should be aware of all these potential risks.3. The Innovation of Tesla and Revenue OptionalityBesides Tesla possibly reaching its mass delivery goal of 20 million vehicles 2030, there are other innovations and revenue streams I foresee with the company. I believe if Elon only delivers on one or two of these questions below, Tesla will be able to exceed all expectations of institutional investors, as they are not factoring these possibilities into their valuations.Can Tesla create new vehicles that attract new buyers and expand customer adoption?Can Tesla achieve autonomous driving and possible robotaxi services? And what revenue opportunities could this bring?Will the humanoid Optimus robot ever make a meaningful revenue impact to Tesla?Will Tesla be able grow its solar panel and battery storage business into a larger part of the business?Could Tesla create new synergies between Starlink, Tesla Vehicles, and the edge compute the Dojo architecture could provide?Tesla is currently creating new vehicles that will attract new buyers. It has been working on having the Cybertruck available by the end of 2023, which would open the number one vehicle spot in the United States to Tesla. Whenever this moment does happen, there will be a whole new set of customers coming to own a Tesla Cybertruck. The revenue in the pickup trucks market segment in the US is projected to finish the year at $78.46 billion and reach $85.17 billion by 2026. Tesla is also working on a Model-2 vehicle that will be closer to the $25,000 price point, but dates for this release will be years in the future.The company also has a Tesla Semi that will be coming out towards the end of 2022, which will be another revenue stream not factored in. The Tesla Semi could compete against other electric vehicle semi-transportation companies like Embark (EMBK) for future autonomous trucking business. This is a zero-emissions freight-hauling cargo machine that will average over 500 miles before it needs to charge. Once autonomous driving does occur, this will change the trucking industry forever, and make it where the trucker may drive the last mile or two and then do the unloading of the shipments. A lot more possibilities in revenue and new partnerships for Tesla in my opinion.Tesla currently had to raise costs of its Full-Self Driving (\"FSD\") mode 25% to $15,000 annually. I do not anticipate this always costing this much but being a feature drivers do not want to give up, once they use it. I wouldn't know where to begin on calculating the value of robotaxis and full autonomous driving on all Teslas, but Elon has stated that many people are underestimating the value it will unlock from even a monetary perspective.Tesla Bot (Tesla.com/AI)One of the most exciting revenue possibilities is the Optimus Tesla Bot. A humanoid robot that could be used for manufacturing plants and laborious work and repetitive tasks that could accelerate time to value for businesses and help with labor shortages. It was shocking for most to hear Elon say he believes this could be the most valuable thing Tesla creates. Many investors are skeptical of this being able to actually provide enough value to replace human workers in factories and be able to be created at scale. However, coming from an investor who just started owning the stock a year ago and immersing himself in the history of the company and Elon, I say, \"Don't Underestimate Elon in the Long Run\". He may be off on his timelines sometimes, but overall he has done many unthinkable accomplishments, and this could be his next.An already growing revenue stream that is separate of the automobile segment is Tesla's solar panel and battery storage business. Power grid outages are becoming more common and impacting costs to businesses and consumers. As the transition to renewable energy occurs, high performing battery storage will be crucial to solve for intermittent energy spikes with solar and wind. Tesla continues to grow its energy storage deployments and sold last year15% of the 25GWh global market energy storage.Reported Electrical Disturbances in the U.S. (Tesla 2021 Impact Report)This past August, over 3,500 homes with Tesla Powerwalls were able to connect to each other via the app, sell excess power and push up 24MW of power back to the power grid as one entity, to help reduce stress to the grid. This is just another example of the innovation and capabilities the other car competitors do not have in their wheelhouse.The last question is one of more speculation but one to ponder on. As you know Tesla has created Dojo, one of the world's fastest AI Supercomputers, and the Dojo CPU architecture provides massive computation at scale. What if this computation could be moved to the edge, and if every Tesla had a Dojo CPU in it, could this compute power be accessed all at once when cars are not on the road? Essentially allowing owners to rent out the compute capabilities of their car, to a Tesla cloud or \"neural network\" of compute for others to use.This would be similar to the virtual power plant example we examined earlier. Hyperscalers such as AWS (AMZN), Microsoft (MSFT), and Google (GOOG) make a lot of margins and revenue out of the convenience they provide businesses by allowing them flexibility to spin up & spin down the CPU and storage when needed. What if Tesla could do this at the edge?If Tesla could pull something off like this and create a more efficient way to do compute at the edge vs. centralized clouds, this would take serious market share away from players moving forward like AWS, Microsoft Azure, and GCP. I believe the Dojo architecture could be a much bigger part of future product releases and revenue streams from Tesla.It just seems to me there are more possibilities & future synergies between Elon's companies and products like Tesla, Starlink, Neurolink, SpaceX, and The Boring Company. Even if I am way off base here, I feel the other revenue streams and innovations will yield well for Tesla.4. The Focus on Customer Experience and Brand AwarenessTesla has demonstrated its focus on customer experience and brand awareness flawlessly over the years and continues to improve. Think about the risk and contrarian act Elon took with not working with dealerships and middlemen in their business model. Instead, he chose a direct to consumer business model and very few show stores globally, compared to the amount dealerships that exist for competition to sell their cars. Elon was so focused on the customer experience of owning and driving a Tesla being superb that the customer would be the marketing for the company. The Go-to-Market strategy for Tesla is the product executing exactly to users' expectations and delivering such an experience that drivers want to tell everyone about it. That is a big bet to make that is opposite to every other competitor in the industry.Tesla is also unique in that 100% of its cars that are in the United States are made in the United States, where the average for all other competitors is 52%. That is amazing in my opinion that the company can have 100% made-in-America cars and still deliver14.6% operating margins last quarter, making it the fourth highest in the industry. This is another result from the vertical integration manufacturing that Tesla uses. An example would be its single-piece casting which reduces weight, simplifies the factory, increases ride quality, and reduces road noise. This single-piece rear casting in the Model Y replaces 70+ underbody parts! The manufacturing excellence and focus on the customer experience in driving a Tesla is unmatched.There is a reason Hertz signed a 100,000-vehicle deal with Tesla and another 50,000 for selling Tesla cars to Uber. The software platform and updates that Tesla delivers will not be matched by traditional competitors, in my opinion. Here are just a few of the customer experience features that Tesla delivers to its owners and most of these features were created from customer requests reaching out directly to Elon and Tesla on Twitter. The customers' Tesla car experience objectively gets better than when they first purchased it. Now that is a first in the industry!Tesla Dog Mode- which locks the doors of the car and keeps the AC on with a message on the dashboard screen saying, don't worry I am okay, my owner will return shortly, and shows the temperature of the car.Tesla Video Dash Cam Capture Mode- Can save footage of up to 10 minutes from when a user hits their honk button, to see things like a hit and run or accident etc.Tesla Sentry Mode- If someone tried to break into the Tesla, it records the video and this feature is triggered upon someone getting trying to break in or just getting too close to the car for elongated time.The Tesla Entertainment system- A fun use case for the Tesla owner who can watch their Netflix or Hulu streaming, or play videogames etc.Tesla Vent Mode- Users are always notified about the temperature inside the car and you can drop the windows to level out the temperature in the car. It now also automatically rolls up your windows when you forget to, when leaving the car unattended.Upgrades to the Software OS to activate Full-Self Driving Mode- in just a 2-minute download the customer is able to start using the FSD feature, if they pay the annual $15,000 subscription.A HEPA Air Filter in the Model Y, S, and X- Removes greater than 99.97% of dust, pollen, mold, bacteria, and any other airborne particles. (The video in this demonstration vs. a standard car HEPA filter is eye-opening.)The Tesla App- Allows a full breakdown of the charging history of the car and how much gas savings the customer has received. It also allows the car to melt snow and ice off the car remotely. The Tesla Solar Roof does this as well, which I am sure those in the northeast appreciate.Tesla Car Insurance- In certain states, which helps reduce the cost of insurance for users. I believe this will be a big revenue driver long term.Tesla Higher Safety Rating- Cars are statistically safer vehicles when using Autopilot. In the Q1 2021, Autopilot was approaching a 10x lower chance of an accident than an average vehicle.Tesla Supercharger Destination GPS- Drivers can enter their destination and their Tesla will automatically include Supercharging stops in their route.5. Financial Fortitude and OptimizationElon Musk is aligned with the success of his customers, shareholders, and employees. After all that stock selling that the media made a big deal about, Elon is still the number one shareholder at nearly 15%. I believe Elon and his leadership staff make nearly every business decision with long-term optimization and financial fortitude in mind.An example of this was the approach to single-piece casting and other efficiencies within the Gigafactory workflows. Once all four Gigafactories reach a capacity of 1.5 million units per year, with the average sales price for a vehicle at $53,000, and operating margins staying flat at 15.7% operating margins (which they won't), Tesla would net nearly $50 billion in operating profits annually. Show me another automobile maker that has the manufacturing optimizations and business model that would deliver those kinds of profits.It is interesting how the 33 analysts that cover Tesla stock today have an average price rating of $308 a share, which is essentially flat from where it is today. Tesla's analysts currently forecast the company to generate over $85 billion in revenue. They also have anticipated annual growth rates on earnings declining from its previous 5-year average of 80.7% to a mere 20%. This illustrates to me a major disconnect how some investors are measuring the company and what their growth expectations are for the future. I believe the operating margins and revenues only compound more with improved delivery rates, more factories being created, and the improvement in technology like the 4680 batteries.Tesla Financials from Simply Wall St.Tesla is the 6th largest market cap company in the world and yet it has a junk bond rating, even with the large amount of cash and low debt it has. Tesla reduced its debt to equity ratio over the last 5 years from 122.5% to a simple 8.4%. I believe as many other investors that Tesla will finally get re-rated as a blue chip stock credit rating which would open up a large number of institutional investors, that have not been able to participate in owning Tesla, due to credit restrictions on who they own. Currently there is only a 46.5% percent of ownership in total Tesla shares by institutions.Shareholder Percentages (Simply Wall St. )Tesla continues to attract the top talent and retain them which will only further drive innovation and new optimizations for the company. In 2021, the company received 3 million job applications and has created in the last 10 years over 100,000 direct new jobs. Not only does Tesla attract the top talent, but it builds a culture within that rewards them from a compensation perspective, mission perspective, and promotion from within. Over 70% of Tesla's leadership team is promoted from within the company, and just in 2021, the global headcount at Tesla increased over 40%.Tesla has reached a new trajectory point in its journey and is one of the few companies that are challenged with over-demand from its customers, not over-supply in inventory. Tesla has a strong balance sheet and business model with nearly $19 billion in cash and only $3.2 billion in debt and generating consistent free-cash flow. I believe these five things that I outlined that investors should not ignore will be what propel Tesla to thrive in the current market, and reach new heights in the long run. Let me know your thoughts and comments below.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9932443148,"gmtCreate":1662984817485,"gmtModify":1676537175924,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[What]&nbsp;","listText":"[What]&nbsp;","text":"[What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9932443148","repostId":"2266734519","repostType":4,"repost":{"id":"2266734519","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1662974873,"share":"https://www.laohu8.com/m/news/2266734519?lang=&edition=full","pubTime":"2022-09-12 17:27","market":"us","language":"en","title":"Oracle, Occidental, JPMorgan And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=2266734519","media":"Benzinga","summary":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:\n","content":"<html><head></head><body><p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Warren Buffett’s Berkshire Hathaway bought more stock in <b>Occidental Petroleum</b> (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</li></ul><ul><li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.</li><li><b>JPMorgan Chase &amp; Co.</b> (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a> </b> (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>, Inc. </b> (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/RENT\">Rent the Runway, Inc.</a></b> (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.</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>Oracle, Occidental, JPMorgan And More: U.S. Stocks To Watch</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\">\nOracle, Occidental, JPMorgan And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-09-12 17:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Warren Buffett’s Berkshire Hathaway bought more stock in <b>Occidental Petroleum</b> (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.</li></ul><ul><li>Wall Street expects <b>Oracle Corporation</b> (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.</li><li><b>JPMorgan Chase &amp; Co.</b> (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/MTRX\">Matrix Service Company</a> </b> (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.</li></ul><ul><li><b><a href=\"https://laohu8.com/S/IDYA\">IDEAYA Biosciences</a>, Inc. </b> (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.</li><li>Analysts expect <b> <a href=\"https://laohu8.com/S/RENT\">Rent the Runway, Inc.</a></b> (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MTRX":"Matrix Service Company","IDYA":"IDEAYA Biosciences","OXY":"西方石油","BK4534":"瑞士信贷持仓","BK4097":"系统软件","BK4538":"云计算","BK4581":"高盛持仓","BK4528":"SaaS概念","BK4550":"红杉资本持仓","JPM":"摩根大通","BK4516":"特朗普概念","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","RENT":"Rent the Runway, Inc.","BK4207":"综合性银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266734519","content_text":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Warren Buffett’s Berkshire Hathaway bought more stock in Occidental Petroleum (NYSE:OXY) to increase its holdings to 26.8% of outstanding shares, a regulatory filing shows.Wall Street expects Oracle Corporation (NYSE:ORCL) to report quarterly earnings at $1.07 per share on revenue of $11.46 billion. Oracle will report its first quarter fiscal year 2023 results after market closes on Monday.JPMorgan Chase & Co. (NYSE:JPM) agreed to acquire California-based Renovite Technologies to solidify its presence in the payment processing arena.Analysts expect  Matrix Service Company  (NASDAQ:MTRX) to post a quarterly loss $0.30 per share on revenue of $181.84 million for the latest quarter. The company will release earnings after the markets close. Matrix Service shares fell 0.4% to $5.72 in after-hours trading.IDEAYA Biosciences, Inc.  (NASDAQ:IDYA) disclosed interim Phase 2 clinical results for darovasertib and crizotinib synthetic lethal combination in metastatic uveal melanoma. IDEAYA Biosciences shares fell 1% to close at $9.25 on Friday.Analysts expect  Rent the Runway, Inc. (NASDAQ:RENT) to post a quarterly loss at $0.65 per share on revenue of $73.26 million after the closing bell. Rent the Runway shares fell 2% to $4.39 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9931534329,"gmtCreate":1662477487162,"gmtModify":1676537069621,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9931534329","repostId":"1199050881","repostType":4,"repost":{"id":"1199050881","pubTimestamp":1662478265,"share":"https://www.laohu8.com/m/news/1199050881?lang=&edition=full","pubTime":"2022-09-06 23:31","market":"us","language":"en","title":"Alibaba: Short-Term Trading Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1199050881","media":"Seeking Alpha","summary":"SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Over the last 5 days, the market has reached a consensus of sorts on Alibaba&#39;s valuation; its value is somewhere between $90.78 and $100.88/share.</li><li>Alibaba has repeatedly traded at high volumes near both value extremes in the last 5 days, sometimes on the same day.</li><li>Alibaba&#39;s volatility makes it a great stock for short-term day or swing trading.</li><li>Money in losing positions is often called &#34;dead money&#34;. However short-term trading around a losing position can, if executed successfully, lower a position&#39;s cost basis and generate return.</li></ul><p><b>The Young Bull and the Older, Wiser Bull</b></p><p>Recently, I observed an old bull and a young bull grazing in a green pasture on a beautiful, sunny day. The young bull gazed towards a nearby watering hole and noticed a herd of cows had gathered there. The youngster said, &#34;I&#39;m going to run over and buy one of those cows a drink&#34;. The older, wiser bull replied, &#34;I&#39;m going to walk over and buy them all a drink&#34;.</p><p><b>Alibaba: A Proverbial Herd of Cows</b></p><p>Over the last year, Alibaba (NYSE:BABA) has traded between a high of $182.09 and a low of $73.28. BABA has generally trended down with exceptional volatility and closed on September 2nd at $91.80.</p><p><i>BABA: 1-Year Price Range</i></p><p><img src=\"https://static.tigerbbs.com/ca7be63615cd2146c68f392a0cef02e2\" tg-width=\"640\" tg-height=\"319\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Many portfolios, no doubt, include &#34;dead money&#34; in losing BABA positions with negative unrealized and realized gains. However, each time a share changed hands at every price level, there was a winner and a loser on the trade. Clever or lucky investors sold at a short-term peak to a willing buyer; the opposite case is also true. Over most time ranges, it may be possible to get on the winning side of most trades and generate return even on dead money.</p><p><b>Short-Term Trading Strategy: Maintain Share Count</b></p><p>Over the last five days, BABA&#39;s price range has been $90.78 to $100.88/share. Over the same 5 days, BABA has traded at several shorter-term highs and lows. Based on the recent past and the last year, one could reasonably expect BABA to continue bouncing in a similar way. With the goal of maintaining share count while realizing short-term gains, I recommend a short-term buying and selling strategy based on a relatively simple analysis.</p><p><i>BABA: 5-Day Price with Buy &amp; Sell Ranges - Maintain Share Count</i></p><p><img src=\"https://static.tigerbbs.com/0d0037de1ff3e4a30d8de1609790a0ad\" tg-width=\"640\" tg-height=\"326\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA&#39;s 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. The green and red shaded areas represent short-term buy and sell zones by the author. The sell and buy ranges begin at 0.75% above and below the median price respectively. The 0.75% spread on each side of the median price range is somewhat arbitrary. It could be narrower or broader depending on several factors including one&#39;s risk tolerance, how closely one will follow BABA intraday, and one&#39;s planned trading frequency &amp; volume. Based on my analysis of recent trading, I recommend buying BABA beginning at $95.11 and selling beginning at $96.55 in order to realize short-term gains while maintaining share count.</p><p><b><i>Buy &amp; Sell BABA While Maintaining Share Count</i></b></p><p>This chart was generated with a downloadable Excel spreadsheet by the author.</p><p><i>Maintain Share Count</i></p><p><img src=\"https://static.tigerbbs.com/033f311932792e534be4a59481a36ad3\" tg-width=\"583\" tg-height=\"734\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>Adjustable inputs are in the shaded cells. Buy and sell limit orders are tabulated with a goal of maintaining share count; buy &amp; sell count and spread are equal. I recommend investors who are comfortable with short-term trading place descending buy and ascending sell limit orders on both sides of the short-term median price. Less aggressive investors can place a single limit order or a single buy and sell pair.</p><p>However, based on a brief review of BABA valuation and momentum, some investors may wish to accumulate BABA.</p><p><b>BABA: A Brief Review of Valuation and Momentum</b></p><p><i>BABA: Historical EV/EBITDA Ratio</i></p><p><img src=\"https://static.tigerbbs.com/65d572de993b59310b63a1e15952975e\" tg-width=\"640\" tg-height=\"179\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA EV/EBITDA is plotted over 3 years and is currently near its lowest point over that time range. The ratio reached a peak in late 2020 (arguably based on positive sentiment and hopeful analysis) and has since fallen on delisting concerns and negative sentiment. I expect delisting concerns to be resolved and sentiment to improve. Based on BABA&#39;s current EV/EBITDA ratio, now is a good time to accumulate shares.</p><p><i>BABA: Momentum</i></p><p><img src=\"https://static.tigerbbs.com/08c5bd8470c70c6d1153b9f3e6fec200\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>BABA share price is currently below its 200, 100, 50, and even 10-day simple moving averages. A simple momentum strategy is based on reversion to mean; over most time ranges, share price will oscillate around its mean value. If BABA oscillates towards any of its moving averages, share price will increase.</p><p><b>Short-Term Trading Strategy: Accumulate Shares</b></p><p>Based on a brief review of BABA valuation and momentum, I recommend investors accumulate BABA. The following graph is nearly identical to the graph discussed above; a single parameter has been adjusted.</p><p><i>BABA: 5-Day Price with Buy &amp; Sell Ranges: Accumulate Shares</i></p><p><img src=\"https://static.tigerbbs.com/0134a770b2e34c173529887827a35fcc\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Again, BABA&#39;s 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. However, the green and red shaded areas representing short-term buy and sell zones are asymmetric with relation to the median price. The sell range begins at 0.75% above the median price while the buy range begins 0.5% below the median price. Short-term trading with these ranges would be more likely to result in accumulation of shares than the &#34;<i>Maintain Share Count&#34;</i>strategy discussed previously.</p><p><b><i>Buy &amp; Sell BABA While Accumulating Shares</i></b></p><p>This chart is very similar to that discussed with relation to the &#34;<i>Maintain Share Count&#34;</i> strategy and was generated with the same downloadable Excel spreadsheet.</p><p><i>Accumulate Shares</i></p><p><img src=\"https://static.tigerbbs.com/96237d2d24d5b86f0fd446b9f1ee7ac2\" tg-width=\"581\" tg-height=\"740\" referrerpolicy=\"no-referrer\"/></p><p>Author</p><p>The only difference is the buy spread has been reduced to 0.50% from 0.75%. The recommended sell orders are identical while the recommended buy orders are slightly more aggressive. In essence, the recommended sell and buy orders would be more likely to result in accumulating shares than those listed in &#34;<i>Buy &amp; Sell BABA While Maintaining Share Count&#34;</i>chart.</p><p><b>Short-Term Trading and Wash Sales</b></p><p>Any buyer or seller of any security including BABA should be aware of IRSrules on wash sales and seek the advice of a licensed accountant or other licensed professional as necessary. A good Seeking Alpha article on wash sale rules is also available. Generally, IRS wash rules apply to the sale and purchase of an identical stock within a 30-day period and are most often applied to tax loss sales.</p><p>Another scenario can be beneficial to investors. If a losing position or fraction thereof is sold and then repurchased at a lesser cost, a wash sale occurs. Most brokerages will adjust the cost basis of the position. It is easiest to discuss with an example and I happen to hold a losing BABA position.</p><p>My BABA cost basis is approximately $115. I swing trade losing positions aggressively and have shared my strategy in comments on BABA articles on two occasions. On August 26th, I sold my entire position in 10 blocks with ascending limit orders starting at $98.5 with intervals of $0.5 (98.5, 99, 99.5, …$103) for an average sale price of $100.75. I placed descending limit orders later in the day to buy the same blocks starting at $98 and descending by $0.5. Two of those limit orders closed that day at $98 and $97.5 and subsequently, I was able to refill the remainder of my position with a total average price of $95.75. Notably, I realized neither the highest possible sale price nor the lowest possible purchase price over the period but still gained $5.00 per share. My cost basis was lowered from about $115 to about $110/share.</p><p><b>Risks: Plan to Win but Be Prepared to Fail</b></p><p>A thorough fundamental analysis of BABA or discussion of news is beyond the scope of this discussion; there is no shortage of analysis and news elsewhere. If one is going to buy or sell any stock, including short-term, evaluation should be carefully considered.</p><p>Further, the recommended buying and selling ranges may not be advantageous over any period if BABA makes a big move in either direction. I recommend traders generate a similar buy/sell plot either with Seeking Alpha&#39;s advanced charting tool or by printing and annotating a chart by hand.</p><p>Short-term trading can go wrong in at least two ways. An investor can sell a fraction of a position or an entire position at the beginning of a sustained rally. That investor might not have an opportunity to repurchase those shares at a lesser price if the stock continues to rally. Conversely, one can purchase an unlimited quantity of shares on a dip and never be able to sell those shares for a gain.</p><p>An individual investor can manage these risks several ways. Complimentary but opposite limit orders can be placed as transactions close. Some brokerages have special order types whereby a secondary order is placed after a primary order executes. Further, an investor can limit how much of a position is sold or stop buying a dip once a position limit is reached. Both selling and accumulation can be limited by adjusting the frequency, size, and spread of the trades.</p><p>An aggressive investor can sell up to 100% of any position at any moment or accumulate limited only by available funds. I recommend blocks no bigger than 10% of target position size with accumulation up to 1.5x target position and selling down to 50% of the same target. In many cases where a stock is volatile, placing ascending and/or descending limit orders can be a successful strategy. More conservative investors can buy and sell in blocks of 5% or less while limiting accumulation to 120% of a target position and selling down to 80% of the same target.</p><p><b>Investor Takeaways</b></p><p>Based on current valuation and momentum, I would not recommend decreasing a BABA position at this time. BABA positions are not dead money; I advise most investors trade BABA short-term with the goal of generating return while accumulating shares. I recommend most investors buy BABA below $95.35 and sell above $96.55 if trading remains in a range similar to the last five days. Notably, Baba closed at $91.80 on Friday and may open below $95.35 on Tuesday.</p><p>I recommend investors do their own scribbling over a price chart digitally or otherwise and then tabulate limit orders. The downloadable Excel spreadsheet will generate buy and sell limit orders based on share count, high &amp; low prices over any time range, sell count &amp; spread, and buy count &amp; spread. Investors who already hold a larger BABA position than fits their own risk reward profile may be eager to reduce exposure. These Investors can also generate a buy &amp; sell zone chart and tabulate limit orders with the same Excel spreadsheet.</p><p>I advise all investors remember the two bulls I recently observed: be the older wiser, bull; have a carefully considered plan; be methodical &amp; patient; and walk. Don&#39;t run. Investors who patiently execute carefully considered plans are often lucky.</p><blockquote>In the moment of action, remember the value of silence and order - Phormio of Athens</blockquote></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>Alibaba: Short-Term Trading Strategy</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: Short-Term Trading Strategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-06 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its value is somewhere between $90.78 and $100.88/share.Alibaba has repeatedly traded at high volumes ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24\">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-SW"},"source_url":"https://seekingalpha.com/article/4538878-alibaba-short-term-trading-strategy?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A24","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199050881","content_text":"SummaryOver the last 5 days, the market has reached a consensus of sorts on Alibaba's valuation; its value is somewhere between $90.78 and $100.88/share.Alibaba has repeatedly traded at high volumes near both value extremes in the last 5 days, sometimes on the same day.Alibaba's volatility makes it a great stock for short-term day or swing trading.Money in losing positions is often called \"dead money\". However short-term trading around a losing position can, if executed successfully, lower a position's cost basis and generate return.The Young Bull and the Older, Wiser BullRecently, I observed an old bull and a young bull grazing in a green pasture on a beautiful, sunny day. The young bull gazed towards a nearby watering hole and noticed a herd of cows had gathered there. The youngster said, \"I'm going to run over and buy one of those cows a drink\". The older, wiser bull replied, \"I'm going to walk over and buy them all a drink\".Alibaba: A Proverbial Herd of CowsOver the last year, Alibaba (NYSE:BABA) has traded between a high of $182.09 and a low of $73.28. BABA has generally trended down with exceptional volatility and closed on September 2nd at $91.80.BABA: 1-Year Price RangeSeeking AlphaMany portfolios, no doubt, include \"dead money\" in losing BABA positions with negative unrealized and realized gains. However, each time a share changed hands at every price level, there was a winner and a loser on the trade. Clever or lucky investors sold at a short-term peak to a willing buyer; the opposite case is also true. Over most time ranges, it may be possible to get on the winning side of most trades and generate return even on dead money.Short-Term Trading Strategy: Maintain Share CountOver the last five days, BABA's price range has been $90.78 to $100.88/share. Over the same 5 days, BABA has traded at several shorter-term highs and lows. Based on the recent past and the last year, one could reasonably expect BABA to continue bouncing in a similar way. With the goal of maintaining share count while realizing short-term gains, I recommend a short-term buying and selling strategy based on a relatively simple analysis.BABA: 5-Day Price with Buy & Sell Ranges - Maintain Share CountSeeking AlphaBABA's 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. The green and red shaded areas represent short-term buy and sell zones by the author. The sell and buy ranges begin at 0.75% above and below the median price respectively. The 0.75% spread on each side of the median price range is somewhat arbitrary. It could be narrower or broader depending on several factors including one's risk tolerance, how closely one will follow BABA intraday, and one's planned trading frequency & volume. Based on my analysis of recent trading, I recommend buying BABA beginning at $95.11 and selling beginning at $96.55 in order to realize short-term gains while maintaining share count.Buy & Sell BABA While Maintaining Share CountThis chart was generated with a downloadable Excel spreadsheet by the author.Maintain Share CountAuthorAdjustable inputs are in the shaded cells. Buy and sell limit orders are tabulated with a goal of maintaining share count; buy & sell count and spread are equal. I recommend investors who are comfortable with short-term trading place descending buy and ascending sell limit orders on both sides of the short-term median price. Less aggressive investors can place a single limit order or a single buy and sell pair.However, based on a brief review of BABA valuation and momentum, some investors may wish to accumulate BABA.BABA: A Brief Review of Valuation and MomentumBABA: Historical EV/EBITDA RatioSeeking AlphaBABA EV/EBITDA is plotted over 3 years and is currently near its lowest point over that time range. The ratio reached a peak in late 2020 (arguably based on positive sentiment and hopeful analysis) and has since fallen on delisting concerns and negative sentiment. I expect delisting concerns to be resolved and sentiment to improve. Based on BABA's current EV/EBITDA ratio, now is a good time to accumulate shares.BABA: MomentumSeeking AlphaBABA share price is currently below its 200, 100, 50, and even 10-day simple moving averages. A simple momentum strategy is based on reversion to mean; over most time ranges, share price will oscillate around its mean value. If BABA oscillates towards any of its moving averages, share price will increase.Short-Term Trading Strategy: Accumulate SharesBased on a brief review of BABA valuation and momentum, I recommend investors accumulate BABA. The following graph is nearly identical to the graph discussed above; a single parameter has been adjusted.BABA: 5-Day Price with Buy & Sell Ranges: Accumulate SharesSeeking AlphaAgain, BABA's 5-day price range is represented by the solid blue line with a median price of $95.83 plotted by the blue dashed line. However, the green and red shaded areas representing short-term buy and sell zones are asymmetric with relation to the median price. The sell range begins at 0.75% above the median price while the buy range begins 0.5% below the median price. Short-term trading with these ranges would be more likely to result in accumulation of shares than the \"Maintain Share Count\"strategy discussed previously.Buy & Sell BABA While Accumulating SharesThis chart is very similar to that discussed with relation to the \"Maintain Share Count\" strategy and was generated with the same downloadable Excel spreadsheet.Accumulate SharesAuthorThe only difference is the buy spread has been reduced to 0.50% from 0.75%. The recommended sell orders are identical while the recommended buy orders are slightly more aggressive. In essence, the recommended sell and buy orders would be more likely to result in accumulating shares than those listed in \"Buy & Sell BABA While Maintaining Share Count\"chart.Short-Term Trading and Wash SalesAny buyer or seller of any security including BABA should be aware of IRSrules on wash sales and seek the advice of a licensed accountant or other licensed professional as necessary. A good Seeking Alpha article on wash sale rules is also available. Generally, IRS wash rules apply to the sale and purchase of an identical stock within a 30-day period and are most often applied to tax loss sales.Another scenario can be beneficial to investors. If a losing position or fraction thereof is sold and then repurchased at a lesser cost, a wash sale occurs. Most brokerages will adjust the cost basis of the position. It is easiest to discuss with an example and I happen to hold a losing BABA position.My BABA cost basis is approximately $115. I swing trade losing positions aggressively and have shared my strategy in comments on BABA articles on two occasions. On August 26th, I sold my entire position in 10 blocks with ascending limit orders starting at $98.5 with intervals of $0.5 (98.5, 99, 99.5, …$103) for an average sale price of $100.75. I placed descending limit orders later in the day to buy the same blocks starting at $98 and descending by $0.5. Two of those limit orders closed that day at $98 and $97.5 and subsequently, I was able to refill the remainder of my position with a total average price of $95.75. Notably, I realized neither the highest possible sale price nor the lowest possible purchase price over the period but still gained $5.00 per share. My cost basis was lowered from about $115 to about $110/share.Risks: Plan to Win but Be Prepared to FailA thorough fundamental analysis of BABA or discussion of news is beyond the scope of this discussion; there is no shortage of analysis and news elsewhere. If one is going to buy or sell any stock, including short-term, evaluation should be carefully considered.Further, the recommended buying and selling ranges may not be advantageous over any period if BABA makes a big move in either direction. I recommend traders generate a similar buy/sell plot either with Seeking Alpha's advanced charting tool or by printing and annotating a chart by hand.Short-term trading can go wrong in at least two ways. An investor can sell a fraction of a position or an entire position at the beginning of a sustained rally. That investor might not have an opportunity to repurchase those shares at a lesser price if the stock continues to rally. Conversely, one can purchase an unlimited quantity of shares on a dip and never be able to sell those shares for a gain.An individual investor can manage these risks several ways. Complimentary but opposite limit orders can be placed as transactions close. Some brokerages have special order types whereby a secondary order is placed after a primary order executes. Further, an investor can limit how much of a position is sold or stop buying a dip once a position limit is reached. Both selling and accumulation can be limited by adjusting the frequency, size, and spread of the trades.An aggressive investor can sell up to 100% of any position at any moment or accumulate limited only by available funds. I recommend blocks no bigger than 10% of target position size with accumulation up to 1.5x target position and selling down to 50% of the same target. In many cases where a stock is volatile, placing ascending and/or descending limit orders can be a successful strategy. More conservative investors can buy and sell in blocks of 5% or less while limiting accumulation to 120% of a target position and selling down to 80% of the same target.Investor TakeawaysBased on current valuation and momentum, I would not recommend decreasing a BABA position at this time. BABA positions are not dead money; I advise most investors trade BABA short-term with the goal of generating return while accumulating shares. I recommend most investors buy BABA below $95.35 and sell above $96.55 if trading remains in a range similar to the last five days. Notably, Baba closed at $91.80 on Friday and may open below $95.35 on Tuesday.I recommend investors do their own scribbling over a price chart digitally or otherwise and then tabulate limit orders. The downloadable Excel spreadsheet will generate buy and sell limit orders based on share count, high & low prices over any time range, sell count & spread, and buy count & spread. Investors who already hold a larger BABA position than fits their own risk reward profile may be eager to reduce exposure. These Investors can also generate a buy & sell zone chart and tabulate limit orders with the same Excel spreadsheet.I advise all investors remember the two bulls I recently observed: be the older wiser, bull; have a carefully considered plan; be methodical & patient; and walk. Don't run. Investors who patiently execute carefully considered plans are often lucky.In the moment of action, remember the value of silence and order - Phormio of Athens","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9909853887,"gmtCreate":1658850343249,"gmtModify":1676536217479,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9909853887","repostId":"1146864651","repostType":4,"repost":{"id":"1146864651","pubTimestamp":1658844772,"share":"https://www.laohu8.com/m/news/1146864651?lang=&edition=full","pubTime":"2022-07-26 22:12","market":"us","language":"en","title":"Booming ETFs That Worry Wall Street Watchdogs Rake In Billions","url":"https://stock-news.laohu8.com/highlight/detail?id=1146864651","media":"Bloomberg","summary":"ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the crus","content":"<html><head></head><body><ul><li>ETFs that could be deemed “complex” by regulators are growing</li><li>Allocators navigate rout in everything from rates to stocks</li></ul><p>Traders are splurging billions of dollars on “complex” ETFs to ride out the crushing bear market across assets -- just as Wall Street watchdogs threaten intrusive measures to limit retail participation.</p><p>Issuers including ProShares Advisors LLC, Direxion and Innovator ETFs have been flooded with nearly $24 billion of inflows this year into these typically derivatives-powered exchange-traded funds. Investors are navigating the crash in everything from stocks and crypto to fixed income by using the ETFs to bet on more pain or to nab outsize returns during market rebounds.</p><p>The bulk of the trading instruments likely fall under the “complex” banner, an ever-expanding category that includes leveraged and inverse vehicles and -- if regulators get their way -- potentially digital tokens and so-called defined-outcome trades.</p><p>The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the US Securities and Exchange Commission and others.</p><p>“We have this bizarre situation where products have launched and then the SEC staff is saying not to use them,” said Dave Nadig, an ETF expert at data provider and research consultants VettaFi.</p><p>Innovator ETFs, which manages defined-outcome trades that hedge market exposures, is fresh off its first-ever billion-dollar quarter of inflows. A ProShares fund that tracks three-times the inverse performance of the Nasdaq 100 got a record one-day inflow of $460 million last week. Assets in US leveraged and inverse trading ETPs have climbed around 8% from the end of June to $72 billion, according to Bloomberg Intelligence data.</p><p>Meanwhile, the firstsingle-stock ETFslaunched in the US this month, with more than 80 such filings sitting in the SEC’s queue.</p><p>The Financial Industry Regulatory Authority called for comments in April on whether more measures should be introduced to raise the barriers to entry for complex products. After receiving a record12,000, the agency is evaluating whether any rule changes are warranted, said a spokesperson in an email to Bloomberg News.</p><p><img src=\"https://static.tigerbbs.com/29dcf7600f1bcf7b7ffa044d339f38cf\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>In an industry defined by rock-bottom fees, it’s inevitable that issuers will attempt to meet that demand with “hyper-narrow, heavily structured products” that command higher expense ratios, according to Nadig. “There’s very little green field left to build straight-forward and low-cost products, so the only things left are more complex products.”</p><p>That’s the case behind the first US single-equity ETFs. AXS Investments launched eight such funds last week with expense ratios of 1.15%, within days of SEC Chair Gary Gensler saying such products “present particular risk” in a press call. Gensler’s warning followed acallfrom Commissioner Caroline Crenshaw for the agency to adopt new rules.</p><p>Yet single-stock funds have been able to list in part thanks to rule changes in 2019 and 2020 that allow leveraged and inverse ETFs to launch without first getting the SEC’s approval. That’s led to the current dynamic where regulators are “simultaneously dissing and approving” these ETFs, Nadig said.</p><p>“Complex doesn’t mean more risky, you just have to understand what it is,” Nadig said. “For example,DBMFand PFIX absolutely are complex, but the right tools for the market we’re in right now.”</p><p>The $440 million iM DBi Managed Futures Strategy ETF (ticker DBMF), which holds futures contracts across commodities and equities, has returned 24% this year thanks to the one-way inflation momentum trade. The $292 million Simplify Interest Rate Hedge ETF (PFIX), which uses options to ride floating interest rates, has gained about 44% in 2022.</p><p><img src=\"https://static.tigerbbs.com/b5ffa4c7317d5b521d77fb3bc5da1deb\" tg-width=\"930\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>While the S&amp;P 500 has entered bear-market territory, the $175 million Innovator Equity Power Buffer ETF-August (PAUG), which seeks to buffer against the first 15% of losses in the SPDR S&amp;P 500 ETF Trust (SPY) over its 12-month outcome period, has outperformed the fund by 8% since last July.</p><p>“Even though our growth is very good and very strong, it could have been much faster and much better if they had not put this label of complex product on our funds,” said Bruce Bond, chief executive officer at Innovator. “They’ve made it difficult for us to get in established brokerage distribution.”</p><p>Derivatives-heavy products labeled as “complex” by some regulators aren’t necessarily risky, according to Deborah Fuhr, co-founder of ETFGI. But curbing access to certain speculative funds may be no bad thing. She is hoping Finra will clarify things soon enough.</p><p>“Many people feel that there are a large number of investors who don’t understand how many leveraged and inverse products work,” she said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Booming ETFs That Worry Wall Street Watchdogs Rake In Billions</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\">\nBooming ETFs That Worry Wall Street Watchdogs Rake In Billions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-26 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAUG":"Innovator U.S. Equity Power Buffer ETF - August","SPY":"标普500ETF","DBMF":"iMGP DBi Managed Futures Strategy ETF"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-25/booming-etfs-that-worry-wall-street-watchdogs-rake-in-billions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146864651","content_text":"ETFs that could be deemed “complex” by regulators are growingAllocators navigate rout in everything from rates to stocksTraders are splurging billions of dollars on “complex” ETFs to ride out the crushing bear market across assets -- just as Wall Street watchdogs threaten intrusive measures to limit retail participation.Issuers including ProShares Advisors LLC, Direxion and Innovator ETFs have been flooded with nearly $24 billion of inflows this year into these typically derivatives-powered exchange-traded funds. Investors are navigating the crash in everything from stocks and crypto to fixed income by using the ETFs to bet on more pain or to nab outsize returns during market rebounds.The bulk of the trading instruments likely fall under the “complex” banner, an ever-expanding category that includes leveraged and inverse vehicles and -- if regulators get their way -- potentially digital tokens and so-called defined-outcome trades.The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the US Securities and Exchange Commission and others.“We have this bizarre situation where products have launched and then the SEC staff is saying not to use them,” said Dave Nadig, an ETF expert at data provider and research consultants VettaFi.Innovator ETFs, which manages defined-outcome trades that hedge market exposures, is fresh off its first-ever billion-dollar quarter of inflows. A ProShares fund that tracks three-times the inverse performance of the Nasdaq 100 got a record one-day inflow of $460 million last week. Assets in US leveraged and inverse trading ETPs have climbed around 8% from the end of June to $72 billion, according to Bloomberg Intelligence data.Meanwhile, the firstsingle-stock ETFslaunched in the US this month, with more than 80 such filings sitting in the SEC’s queue.The Financial Industry Regulatory Authority called for comments in April on whether more measures should be introduced to raise the barriers to entry for complex products. After receiving a record12,000, the agency is evaluating whether any rule changes are warranted, said a spokesperson in an email to Bloomberg News.In an industry defined by rock-bottom fees, it’s inevitable that issuers will attempt to meet that demand with “hyper-narrow, heavily structured products” that command higher expense ratios, according to Nadig. “There’s very little green field left to build straight-forward and low-cost products, so the only things left are more complex products.”That’s the case behind the first US single-equity ETFs. AXS Investments launched eight such funds last week with expense ratios of 1.15%, within days of SEC Chair Gary Gensler saying such products “present particular risk” in a press call. Gensler’s warning followed acallfrom Commissioner Caroline Crenshaw for the agency to adopt new rules.Yet single-stock funds have been able to list in part thanks to rule changes in 2019 and 2020 that allow leveraged and inverse ETFs to launch without first getting the SEC’s approval. That’s led to the current dynamic where regulators are “simultaneously dissing and approving” these ETFs, Nadig said.“Complex doesn’t mean more risky, you just have to understand what it is,” Nadig said. “For example,DBMFand PFIX absolutely are complex, but the right tools for the market we’re in right now.”The $440 million iM DBi Managed Futures Strategy ETF (ticker DBMF), which holds futures contracts across commodities and equities, has returned 24% this year thanks to the one-way inflation momentum trade. The $292 million Simplify Interest Rate Hedge ETF (PFIX), which uses options to ride floating interest rates, has gained about 44% in 2022.While the S&P 500 has entered bear-market territory, the $175 million Innovator Equity Power Buffer ETF-August (PAUG), which seeks to buffer against the first 15% of losses in the SPDR S&P 500 ETF Trust (SPY) over its 12-month outcome period, has outperformed the fund by 8% since last July.“Even though our growth is very good and very strong, it could have been much faster and much better if they had not put this label of complex product on our funds,” said Bruce Bond, chief executive officer at Innovator. “They’ve made it difficult for us to get in established brokerage distribution.”Derivatives-heavy products labeled as “complex” by some regulators aren’t necessarily risky, according to Deborah Fuhr, co-founder of ETFGI. But curbing access to certain speculative funds may be no bad thing. She is hoping Finra will clarify things soon enough.“Many people feel that there are a large number of investors who don’t understand how many leveraged and inverse products work,” she said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074729654,"gmtCreate":1658413461878,"gmtModify":1676536155014,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074729654","repostId":"1146734237","repostType":4,"repost":{"id":"1146734237","pubTimestamp":1658416042,"share":"https://www.laohu8.com/m/news/1146734237?lang=&edition=full","pubTime":"2022-07-21 23:07","market":"us","language":"en","title":"Palantir Q2'22 Preview: What Investors Can Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=1146734237","media":"seekingalpha","summary":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite go","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Palantir will report its second quarter in three weeks.</li><li>Recent contract wins could reignite government-sourced revenue growth going forward.</li><li>Most important figures for Q2&#39;22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1337a14721b40a7c4630848fd86793c9\" tg-width=\"1080\" tg-height=\"727\" referrerpolicy=\"no-referrer\"/><span>Michael Vi</span></p><p>In less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.</p><p><b>Palantir’s Q2’22: Guidance versus expectations</b></p><p>For the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.</p><p>Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae0d8c2bc654db934a8c0659f605d0ee\" tg-width=\"968\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p><b>Customer monetization could make a difference for Palantir</b></p><p>While new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.</p><p>Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36d0079b19aac177847fce51c57c44ed\" tg-width=\"1280\" tg-height=\"669\" referrerpolicy=\"no-referrer\"/><span>Palantir</span></p><p>My expectations for Palantir’s Q2’22 are:</p><ul><li>136-140% year over year US commercial revenue growth, sixth straight quarter of top line acceleration</li><li>A total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accounts</li><li>Commercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2&#39;22</li><li>Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentum</li><li>Continual quarter over quarter growth in ACV (average account value) and billings</li></ul><p>Average revenue for the largest 20 customers grew 24% year over year to $45M in Q1&#39;22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.</p><p><b>Low EPS expectations</b></p><p>In each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.</p><p>For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn&#39;t expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911bd934e283be62ffc078fb5f474986\" tg-width=\"640\" tg-height=\"234\" referrerpolicy=\"no-referrer\"/><span>Seeking Alpha</span></p><p><b>New U.S. Army Contract Win</b></p><p>Just before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.</p><p><b>Risks with Palantir</b></p><p>The two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.</p><p>What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.</p><p><b>Final thoughts</b></p><p>Palantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!</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 Q2'22 Preview: What Investors Can Expect</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 Q2'22 Preview: What Investors Can Expect\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 23:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s ...</p>\n\n<a href=\"https://seekingalpha.com/article/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect\">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/4524353-palantir-stock-q2-2022-earnings-preview-what-investors-expect","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1146734237","content_text":"SummaryPalantir will report its second quarter in three weeks.Recent contract wins could reignite government-sourced revenue growth going forward.Most important figures for Q2'22 will be Palantir’s customer monetization rate and customer net-adds, especially in the commercial business.Michael ViIn less than a month Palantir (NYSE:PLTR) will submit its earnings card for the second-quarter, which, if the company executed well against its growth targets, could potentially be a catalyst for a the initiation of a new up-leg inshares of Palantir. I last covered Palantir in June While I expect Palantir’s second-quarter revenues to slightly exceed the firm’s Q2’22 guidance, the company will likely have made further progress regarding its customer monetization rate, especially in the commercial business where all of the firm’s momentum is right now. I believe Palantir will submit a solid earnings card in August and the firm could sail past low earnings expectations.Palantir’s Q2’22: Guidance versus expectationsFor the second-quarter, Palantir has said it expects to see base case revenues of $470M and adjusted operating margins of 20%. The revenue guidance implies 5.3% quarter over quarter growth, but revenues could come in better than expected if the company on-boarded a good amount of new paying clients in the commercial business. I anticipate revenues between $470-475M as the second-quarter likely saw improving customer monetization as well as a decent number of customer net-adds.Regarding adjusted operating margins, Palantir historically submitted margin expectations that were low relative to actual results. In Q1’22, Palantir guided for Q2’22 adjusted operating margins of 23% while actual margins were 26% and FY 2021 guidance regarding margins was also conservative. For this reason, I expect Palantir to report slightly better adjusted operating margins, between 22-24% for Q2’22, in part because I expect strong net retention rates as well as continual increases in customer product spend.PalantirCustomer monetization could make a difference for PalantirWhile new customer net-adds are an important way to broaden its revenue base, it is key for Palantir to optimize revenue generation from its existing client book.Palantir’s commercial revenue growth accelerated for the fifth straight quarter in Q1’22 and the firm added 37 net new customers in this segment, after tripling the commercial customer count in FY 2021. Palantir serviced 184 commercial customers at the end of Q1’22, showing 207% year over year growth. Across Palantir’s government and commercial businesses, the company had 40 customer net-adds in Q’22 and this momentum is likely to have persisted in the second-quarter.PalantirMy expectations for Palantir’s Q2’22 are:136-140% year over year US commercial revenue growth, sixth straight quarter of top line accelerationA total customer count across government and private enterprise segments exceeding 300, for the first time ever, implying a customer net-add of at least 23 accountsCommercial customer count exceeding 200, for the first time ever, implying at least 16 net-adds in Q2'22Average revenue per top twenty customer growing from $45M to $47M, showing 4.4% quarter over quarter growth, driven by US commercial momentumContinual quarter over quarter growth in ACV (average account value) and billingsAverage revenue for the largest 20 customers grew 24% year over year to $45M in Q1'22 and I believe that Palantir could really surprise here for the second-quarter due to clients having shown a willingness to increase spending on Palantir’s products and services. Anything that indicates improving monetization (higher average product spend, large number of customer net-adds and growing net retention) could push shares of Palantir into a new up-leg, but a sizable revenue beat could also achieve this.Low EPS expectationsIn each of the last two quarters Palantir’s actual EPS was 50% below its expected EPS: $.02 per-share compared to $.04 per-share -- meaning the software analytics company under-performed estimates in two quarters in a row. In each case, shares of Palantir plunged after the earnings card was delivered, with investors taking out their frustration on Palantir’s shares.For the second-quarter, the prediction is for Palantir to have EPS of $.03 and predictions have fallen nine times in the last 90 days, meaning the market doesn't expect much from Palantir. An earnings beat in August, potentially driven by improving customer monetization in the commercial business, could create some desperately needed upside momentum for Palantir.Seeking AlphaNew U.S. Army Contract WinJust before the end of the second-quarter, Palantir announced that it was one of two companies that was awarded a U.S. Army contract to build a prototype for TITAN, which stands for Tactical Intelligence Targeting Access Node. TITAN is a system that consolidates a large amount of data to assist long range precision targeting missions. With more and more sensor data to sift through, the U.S. Army is going to draw on artificial intelligence and machine learning capabilities for threat identification and tracking… and Palantir stands ready to support the effort. The Army contract will last through 2023 and is worth $36M. The most recent contract win comes after Palantir was awarded a $53.9M contract increase by the U.S. Space Systems Command at the end of May which brought the SSC contract value to $175.4M. Contracts like these are the reason why I believe Palantir could reasonably see an acceleration of revenue growth in the non-commercial business as well going forward.Risks with PalantirThe two biggest risks for Palantir are a slowdown in revenue growth, especially in the U.S. commercial business which is driving the company’s entire financial performance right now, and shareholder dilution related to Palantir’s high levels of stock based compensation.What would change my mind about Palantir is if the firm’s second-quarter earnings showed deteriorating metrics in customer monetization rates, a drop-off in customer net-adds or declining average revenue per customer.Final thoughtsPalantir has been on a wild ride lately and it hasn’t been a good one. Shares of the software analytics company are in a long term down-trend and have skidded below $10 in July. To get Palantir to move into an up-leg, the software analytics company will have to deliver substantive business improvements in August… a sizable EPS beat, growing average revenues per customer (better monetization) and the on-boarding of a large number of new clients in the commercial business could do the trick for Palantir. I expect the company to confirm its 30% revenue growth target for FY 2022 while operating margins are likely going to come in better than expected, like they did in the past!","news_type":1},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916592780,"gmtCreate":1664622237240,"gmtModify":1676537485979,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916592780","repostId":"1193309788","repostType":4,"repost":{"id":"1193309788","pubTimestamp":1664595315,"share":"https://www.laohu8.com/m/news/1193309788?lang=&edition=full","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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>Tesla: A New Problem Is Emerging</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\">\nTesla: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">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://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938558978,"gmtCreate":1662640409095,"gmtModify":1676537107133,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9938558978","repostId":"1154244543","repostType":4,"repost":{"id":"1154244543","pubTimestamp":1662650625,"share":"https://www.laohu8.com/m/news/1154244543?lang=&edition=full","pubTime":"2022-09-08 23:23","market":"us","language":"en","title":"Apple: Delivering For Everyone","url":"https://stock-news.laohu8.com/highlight/detail?id=1154244543","media":"Seeking Alpha","summary":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Newest set of iPhones unveiled on Wednesday.</li><li>Apple didn&#39;t raise prices as some were expecting.</li><li>Finding a balance is the best way to go.</li></ul><p>On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.</p><p>Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.</p><p>Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year&#39;s A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn&#39;t available until October 7th.</p><p>As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.</p><p><img src=\"https://static.tigerbbs.com/1c8e821dde238518c28185b25f2325eb\" tg-width=\"640\" tg-height=\"322\" referrerpolicy=\"no-referrer\"/></p><p>Yearly iPhone Lineup(Apple Store)</p><p>There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn&#39;t get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.</p><p>The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper &#34;SE&#34; model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn&#39;t get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn&#39;t take advantage of the consumer by raising prices in a tough inflation environment.</p><p>While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company&#39;s revenues. That&#39;s actually up a little over the prior year&#39;s first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.</p><p><img src=\"https://static.tigerbbs.com/083d5c88f3f6da4fcaea39de2dc047d0\" tg-width=\"640\" tg-height=\"379\" referrerpolicy=\"no-referrer\"/></p><p>Fiscal Year iPhone Revenues(Company Filings)</p><p>It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed&#39;s maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.</p><p>In the end, my key takeaway from Apple&#39;s event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple: Delivering For Everyone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple: Delivering For Everyone\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-08 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4539596-apple-stock-delivering-for-everyone?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154244543","content_text":"SummaryNewest set of iPhones unveiled on Wednesday.Apple didn't raise prices as some were expecting.Finding a balance is the best way to go.On Wednesday, technology giant Apple (NASDAQ:AAPL) held its much anticipated September product unveiling event. This year, expectations had been a little muted as consumers grapple with high inflation, so device pricing was going to be the key theme. In the end, Apple delivered with something for everyone, which could set up the company nicely for the holiday season.Let me start with some of the non-core products. Apple Watch Series 8 features a new temperature sensor along with some other tracking features, plus car crash detection. The company unveiled a new entry level SE version that goes for $249, which has a 30% larger face and is 20% faster. Consumers are also being treated to a new Ultra version that starts at $799, which is larger and has better battery life, while being geared towards the extreme fitness crowd. A second generation of the AirPods Pro was also unveiled, featuring a new chip and much improved audio.Of course, the star of the show was going to be the new series of iPhones. As expected, the new iPhone 14 and 14 Plus are 6.1 and 6.7 inches, respectively, and contain last year's A15 Bionic chip. These phones, along with the Watch, have a new service using Globalstar (GSAT) satellites for emergency use. The Plus model has the best battery life ever in an iPhone according to the company, while these two entry level devices feature a much improved camera system. The 14 will be available on September 16th, which gives it more than a week of sales in the current fiscal Q4 period, while the 14 Plus isn't available until October 7th.As for the Pro versions, they have a pill-like space at the top of the screen, known as the Dynamic Island, that changes based on the type of notification or action that is occurring, such as charging a phone or playing music. These models have an always-on display, along with a brighter screen and 48 megapixel camera sensor, and feature the newest chipset, the A16 Bionic. Perhaps the biggest news for the iPhone on Wednesday was pricing, which can be seen in the graphic below.Yearly iPhone Lineup(Apple Store)There were a handful of reports in recent weeks and months that Apple may increase prices this year, primarily due to inflation. Lately, these rumors seemed to focus more on the Pro versions only, but it turns out we didn't get any true price increases. Apple is swapping the mini for the Plus, which is a positive for average selling prices, along with the 12 this year being more expensive than the 11 was last year. For those looking for some value, the base 13 mini and regular 13 have double the storage than their year earlier counterparts did last year at the same price.The key for Apple here in my opinion is that it is improving its effort to provide something for everyone. Look at what the company did with the Watch. It has its primary version of the device, a cheaper \"SE\" model, and now a premium Ultra model. This year, Apple has separated the Pro versions of the iPhone a bit more from their entry level counterparts, given the higher end models get the newest chipsets, yet they didn't get an added price boost. As some of the early analyst comments suggest, Apple delivered modest upgrades this year, so it didn't take advantage of the consumer by raising prices in a tough inflation environment.While it may not be as important as it used to be, the iPhone is still the dominant product line for Apple. In the first nine months of the current fiscal year, which ends later this month, sales of the smartphone represented more than 54.2% of the company's revenues. That's actually up a little over the prior year's first three quarters, as supply chain issues have pressured sales of other devices. As the graphic below shows, the iPhone has still shown some decent revenue growth over the longer term. The 2022 number below with an asterisk is my current estimate, and the key here is that the iPhone could be about to report its first $200 billion fiscal sales year.Fiscal Year iPhone Revenues(Company Filings)It was just a couple of weeks ago where Apple shares were north of $175 and the financial media was talking about a new all-time high potentially coming soon. However, the market has pulled back on fears that the Fed will need to continue its aggressiveness to slow down inflation. September is also the month where the Fed's maximum balance sheet runoff amount doubles. Thanks to the pullback, the average price target now represents decent upside for Apple shares, but this is a very tough environment to recommend going long almost any name.In the end, my key takeaway from Apple's event on Wednesday was that the company wants to deliver for everyone. The company broadened the Watch lineup by introducing a new Ultra model, while also providing further separation between the Pro and non-Pro models of the iPhone. While there were concerns that Apple could raise smartphone prices, it kept things mostly in check, other than the switch out of the mini for the new Plus model. The company certainly delivered the goods, so now investors will be watching to see how responsive the consumer is.","news_type":1},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999567001,"gmtCreate":1660556085406,"gmtModify":1676534458101,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999567001","repostId":"1102318976","repostType":4,"repost":{"id":"1102318976","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":1660552195,"share":"https://www.laohu8.com/m/news/1102318976?lang=&edition=full","pubTime":"2022-08-15 16:29","market":"us","language":"en","title":"Tesla, Li Auto, Best Buy, Peloton And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1102318976","media":"Tiger Newspress","summary":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investo","content":"<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>Li Auto Inc.</b> to report a quarterly loss at $0.06 per share on revenue of $1.12 billion before the opening bell. Li Auto shares fell 2% to $31.85 in premarket trading Monday.</li><li><b>Best Buy Co Inc</b> is slashing store jobs to lower costs as the spending habits of customers change, the Wall Street Journal reported. Best Buy shares gained 1.6% to $81.57 in the after-hours trading session Friday.</li><li>Analysts are expecting <b>Tencent Music Entertainment Group</b> to have earned $0.07 per share on revenue of $1.23 billion for the latest quarter. The company will release earnings after the markets close. Tencent Music shares gained 0.2% to $4.42 in premarket trading Monday.</li></ul><ul><li><b>Beam Global</b> reported downbeat results for its second quarter on Friday. Beam Global shares dropped 4.6% to $17.01 in the after-hours trading session Friday.</li><li>Analysts expect <b>Ferroglobe PLC</b> to post quarterly earnings at $0.84 per share on revenue of $738.10 million after the closing bell. Ferroglobe shares gained 1.6% to $6.95 in after-hours trading Friday.</li></ul><ul><li><b>Tesla</b> CEO Elon Musk on Sunday tweeted a congratulatory message to Gig Shanghai for producing its one millionth car, and announced that Tesla has now manufactured over three million electric vehicles. Tesla shares fell 0.5% to $896 in premarket trading Monday.</li></ul><ul><li><b>Peloton</b> Interactive Inc. will embark on a sweeping overhaul that includes cutting nearly 800 jobs, raising prices for its Bike+ and Tread machines, and outsourcing functions such as equipment deliveries and customer service to outside companies. Peloton shares slid 1.3% in premarket trading Monday.</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>Tesla, Li Auto, Best Buy, Peloton And More: U.S. Stocks To Watch</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\">\nTesla, Li Auto, Best Buy, Peloton And More: U.S. Stocks To Watch\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\">2022-08-15 16:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <b>Li Auto Inc.</b> to report a quarterly loss at $0.06 per share on revenue of $1.12 billion before the opening bell. Li Auto shares fell 2% to $31.85 in premarket trading Monday.</li><li><b>Best Buy Co Inc</b> is slashing store jobs to lower costs as the spending habits of customers change, the Wall Street Journal reported. Best Buy shares gained 1.6% to $81.57 in the after-hours trading session Friday.</li><li>Analysts are expecting <b>Tencent Music Entertainment Group</b> to have earned $0.07 per share on revenue of $1.23 billion for the latest quarter. The company will release earnings after the markets close. Tencent Music shares gained 0.2% to $4.42 in premarket trading Monday.</li></ul><ul><li><b>Beam Global</b> reported downbeat results for its second quarter on Friday. Beam Global shares dropped 4.6% to $17.01 in the after-hours trading session Friday.</li><li>Analysts expect <b>Ferroglobe PLC</b> to post quarterly earnings at $0.84 per share on revenue of $738.10 million after the closing bell. Ferroglobe shares gained 1.6% to $6.95 in after-hours trading Friday.</li></ul><ul><li><b>Tesla</b> CEO Elon Musk on Sunday tweeted a congratulatory message to Gig Shanghai for producing its one millionth car, and announced that Tesla has now manufactured over three million electric vehicles. Tesla shares fell 0.5% to $896 in premarket trading Monday.</li></ul><ul><li><b>Peloton</b> Interactive Inc. will embark on a sweeping overhaul that includes cutting nearly 800 jobs, raising prices for its Bike+ and Tread machines, and outsourcing functions such as equipment deliveries and customer service to outside companies. Peloton shares slid 1.3% in premarket trading Monday.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TME":"腾讯音乐","PTON":"Peloton Interactive, Inc.","BEEM":"Beam Global","BBY":"百思买","GSM":"Ferroglobe PLC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102318976","content_text":"With US stock futures trading lower this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Li Auto Inc. to report a quarterly loss at $0.06 per share on revenue of $1.12 billion before the opening bell. Li Auto shares fell 2% to $31.85 in premarket trading Monday.Best Buy Co Inc is slashing store jobs to lower costs as the spending habits of customers change, the Wall Street Journal reported. Best Buy shares gained 1.6% to $81.57 in the after-hours trading session Friday.Analysts are expecting Tencent Music Entertainment Group to have earned $0.07 per share on revenue of $1.23 billion for the latest quarter. The company will release earnings after the markets close. Tencent Music shares gained 0.2% to $4.42 in premarket trading Monday.Beam Global reported downbeat results for its second quarter on Friday. Beam Global shares dropped 4.6% to $17.01 in the after-hours trading session Friday.Analysts expect Ferroglobe PLC to post quarterly earnings at $0.84 per share on revenue of $738.10 million after the closing bell. Ferroglobe shares gained 1.6% to $6.95 in after-hours trading Friday.Tesla CEO Elon Musk on Sunday tweeted a congratulatory message to Gig Shanghai for producing its one millionth car, and announced that Tesla has now manufactured over three million electric vehicles. Tesla shares fell 0.5% to $896 in premarket trading Monday.Peloton Interactive Inc. will embark on a sweeping overhaul that includes cutting nearly 800 jobs, raising prices for its Bike+ and Tread machines, and outsourcing functions such as equipment deliveries and customer service to outside companies. Peloton shares slid 1.3% in premarket trading Monday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904260524,"gmtCreate":1660054676470,"gmtModify":1703477379770,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904260524","repostId":"1114058286","repostType":4,"repost":{"id":"1114058286","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":1660051974,"share":"https://www.laohu8.com/m/news/1114058286?lang=&edition=full","pubTime":"2022-08-09 21:32","market":"us","language":"en","title":"Nasdaq Falls for Third Straight Day As Chip Stocks Weight on Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1114058286","media":"Tiger Newspress","summary":"S&P 500 futures fell on Tuesday after another chipmaker warned about tough times ahead following Nvi","content":"<html><head></head><body><p>S&amp;P 500 futures fell on Tuesday after another chipmaker warned about tough times ahead following Nvidia’s poor forecast in the prior session.</p><p>S&amp;P 500 futures lost 0.2% as chip shares declined in the premarket. Nasdaq 100 futures fell 0.6%. Dow Jones Industrial Average futures were little changed.</p><p>Memory chipmaker Micronwarned that revenue may fall short of its prior guidance because of ’macroeconomic factors and supply chain constraints.” The stock fell nearly 4% in early trading.</p><p>It’s been a rough week for chipmakers. On Monday, weaker-than-expected revenue guidance from Nvidia weighed on the group. Nvidia was lower again in premarket trading Tuesday, shedding another 3% after a 6% decline on Monday. The iShares Semiconductor ETF lost 1.5% in premarket trading Tuesday after falling 1.5% on Monday.</p><p>The S&amp;P 500 has climbed for three straight weeks, but earnings season has featured demand warnings from executives of major companies. Investors are watching closely to determine how the Federal Reserve’s fight against inflation is rippling through the economy.</p><p>“In our view, Fed rate hikes are impacting the economy on cue. We believe that tightening has just started to broadly hit the economy, and that our intermediate-term bearish base case remains intact,” Chris Senyek of Wolfe Research said in a note to clients on Tuesday.</p><p>Outside of chips, a pair of Nasdaq-listed stocks were also taking early hits. Novavax slumped 32%in premarket trading after slashing full-year revenue guidance because of poor demand for its Covid vaccines. Upstart declined 13% in premarket trading after the consumer lending company reported second quarter results that missed both profit and revenue expectations.</p><p>On the economic front, investors are awaiting the latest reading of the July consumer price index, due Wednesday, to find some clarity on the path of interest rate hikes from the Fed as it works to stamp out inflation, or at least slow it.</p><p><b>Investors looking ahead to CPI report</b></p><p>Many investors are watching Wednesday’s inflation report as a potential pivot point for the market. Economists surveyed by Dow Jones are expecting the July consumer price index report to show a moderation in inflation.</p><p>Expectations are for CPI to rise 0.2% month over month, and for core CPI to rise 0.5%. That would be a slowdown from the increases 1.3% and 0.7%, respectively, in June.</p><p>“If you get good abatement of inflation, in combination with this historically strong labor market, you can make a case that the June 16 low was a bottom for the market,” Kevin Simpson of Capital Wealth Planning said on “Squawk Box.” “And I know it sounds crazy, but there’s even a possibility that the Fed could thread this needle.”</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>Nasdaq Falls for Third Straight Day As Chip Stocks Weight on 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\">\nNasdaq Falls for Third Straight Day As Chip Stocks Weight on Market\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\">2022-08-09 21:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>S&amp;P 500 futures fell on Tuesday after another chipmaker warned about tough times ahead following Nvidia’s poor forecast in the prior session.</p><p>S&amp;P 500 futures lost 0.2% as chip shares declined in the premarket. Nasdaq 100 futures fell 0.6%. Dow Jones Industrial Average futures were little changed.</p><p>Memory chipmaker Micronwarned that revenue may fall short of its prior guidance because of ’macroeconomic factors and supply chain constraints.” The stock fell nearly 4% in early trading.</p><p>It’s been a rough week for chipmakers. On Monday, weaker-than-expected revenue guidance from Nvidia weighed on the group. Nvidia was lower again in premarket trading Tuesday, shedding another 3% after a 6% decline on Monday. The iShares Semiconductor ETF lost 1.5% in premarket trading Tuesday after falling 1.5% on Monday.</p><p>The S&amp;P 500 has climbed for three straight weeks, but earnings season has featured demand warnings from executives of major companies. Investors are watching closely to determine how the Federal Reserve’s fight against inflation is rippling through the economy.</p><p>“In our view, Fed rate hikes are impacting the economy on cue. We believe that tightening has just started to broadly hit the economy, and that our intermediate-term bearish base case remains intact,” Chris Senyek of Wolfe Research said in a note to clients on Tuesday.</p><p>Outside of chips, a pair of Nasdaq-listed stocks were also taking early hits. Novavax slumped 32%in premarket trading after slashing full-year revenue guidance because of poor demand for its Covid vaccines. Upstart declined 13% in premarket trading after the consumer lending company reported second quarter results that missed both profit and revenue expectations.</p><p>On the economic front, investors are awaiting the latest reading of the July consumer price index, due Wednesday, to find some clarity on the path of interest rate hikes from the Fed as it works to stamp out inflation, or at least slow it.</p><p><b>Investors looking ahead to CPI report</b></p><p>Many investors are watching Wednesday’s inflation report as a potential pivot point for the market. Economists surveyed by Dow Jones are expecting the July consumer price index report to show a moderation in inflation.</p><p>Expectations are for CPI to rise 0.2% month over month, and for core CPI to rise 0.5%. That would be a slowdown from the increases 1.3% and 0.7%, respectively, in June.</p><p>“If you get good abatement of inflation, in combination with this historically strong labor market, you can make a case that the June 16 low was a bottom for the market,” Kevin Simpson of Capital Wealth Planning said on “Squawk Box.” “And I know it sounds crazy, but there’s even a possibility that the Fed could thread this needle.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114058286","content_text":"S&P 500 futures fell on Tuesday after another chipmaker warned about tough times ahead following Nvidia’s poor forecast in the prior session.S&P 500 futures lost 0.2% as chip shares declined in the premarket. Nasdaq 100 futures fell 0.6%. Dow Jones Industrial Average futures were little changed.Memory chipmaker Micronwarned that revenue may fall short of its prior guidance because of ’macroeconomic factors and supply chain constraints.” The stock fell nearly 4% in early trading.It’s been a rough week for chipmakers. On Monday, weaker-than-expected revenue guidance from Nvidia weighed on the group. Nvidia was lower again in premarket trading Tuesday, shedding another 3% after a 6% decline on Monday. The iShares Semiconductor ETF lost 1.5% in premarket trading Tuesday after falling 1.5% on Monday.The S&P 500 has climbed for three straight weeks, but earnings season has featured demand warnings from executives of major companies. Investors are watching closely to determine how the Federal Reserve’s fight against inflation is rippling through the economy.“In our view, Fed rate hikes are impacting the economy on cue. We believe that tightening has just started to broadly hit the economy, and that our intermediate-term bearish base case remains intact,” Chris Senyek of Wolfe Research said in a note to clients on Tuesday.Outside of chips, a pair of Nasdaq-listed stocks were also taking early hits. Novavax slumped 32%in premarket trading after slashing full-year revenue guidance because of poor demand for its Covid vaccines. Upstart declined 13% in premarket trading after the consumer lending company reported second quarter results that missed both profit and revenue expectations.On the economic front, investors are awaiting the latest reading of the July consumer price index, due Wednesday, to find some clarity on the path of interest rate hikes from the Fed as it works to stamp out inflation, or at least slow it.Investors looking ahead to CPI reportMany investors are watching Wednesday’s inflation report as a potential pivot point for the market. Economists surveyed by Dow Jones are expecting the July consumer price index report to show a moderation in inflation.Expectations are for CPI to rise 0.2% month over month, and for core CPI to rise 0.5%. That would be a slowdown from the increases 1.3% and 0.7%, respectively, in June.“If you get good abatement of inflation, in combination with this historically strong labor market, you can make a case that the June 16 low was a bottom for the market,” Kevin Simpson of Capital Wealth Planning said on “Squawk Box.” “And I know it sounds crazy, but there’s even a possibility that the Fed could thread this needle.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9903002553,"gmtCreate":1658935450272,"gmtModify":1676536231231,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9903002553","repostId":"1105464349","repostType":4,"repost":{"id":"1105464349","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":1658929127,"share":"https://www.laohu8.com/m/news/1105464349?lang=&edition=full","pubTime":"2022-07-27 21:38","market":"us","language":"en","title":"Megacap Growth Companies Gained in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1105464349","media":"Tiger Newspress","summary":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose b","content":"<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Megacap Growth Companies Gained in Morning Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMegacap Growth Companies Gained in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-27 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.<img src=\"https://static.tigerbbs.com/3bbd6a1360b3e0a403ddc177491e279f\" tg-width=\"301\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105464349","content_text":"Megacap growth companies including Apple, Amazon, Microsoft, Alphabet, Meta, Nvidia and Tesla Rose between 1% and 5% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900531535,"gmtCreate":1658724644427,"gmtModify":1676536198365,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900531535","repostId":"2254296074","repostType":4,"repost":{"id":"2254296074","pubTimestamp":1658713622,"share":"https://www.laohu8.com/m/news/2254296074?lang=&edition=full","pubTime":"2022-07-25 09:47","market":"us","language":"en","title":"Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2254296074","media":"Yahoo Finance","summary":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments a","content":"<html><head></head><body><p>The busiest week of the year for investors is here.</p><p>A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.</p><p>The Federal Reserve&#39;s latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.</p><p>On the earnings side, some of the most S&amp;P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.</p><p><img src=\"https://static.tigerbbs.com/4ada7b243e14854832b5370b492cab57\" tg-width=\"2044\" tg-height=\"1448\" referrerpolicy=\"no-referrer\"/></p><p>Also on spotlight will be Thursday&#39;s advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0257c07b94036425ca0041e05623685c\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua Roberts</span></p><p>All three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&amp;P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.</p><p>Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.</p><p>“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&amp;P 500 is not out of the woods yet.”</p><p>Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.</p><p>If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.</p><p>“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”</p><p>Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.</p><p>“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/59626e18211886e9fe5f70ddf13a84e5\" tg-width=\"960\" tg-height=\"640\" referrerpolicy=\"no-referrer\"/><span>WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)</span></p><p>Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.</p><p>Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.</p><p>“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.</p><p>In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.</p><p>The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.</p><p>According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.</p><p>On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.</p><p>In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.</p><p>According to FactSet Research, 21% of companies in the S&amp;P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.</p><p>—</p><h2>Economics calendar:</h2><h2></h2><p><b>Monday: </b>Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)</p><p><b>Tuesday:</b> House price index (May), S&amp;P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)</p><p><b>Wednesday: </b>MBA mortgage applications (week ended July 22)<b>, </b>Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conference</p><p><b>Thursday:</b> GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)</p><p><b>Friday:</b> Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)</p><p>—</p><h2>Earnings Calendar:</h2><h2></h2><p><b>Monday: </b>Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)</p><p><b>Tuesday: </b>Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)</p><p><b>Wednesday:</b> Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)</p><p><b>Thursday:</b> Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&amp;E (PCG), Hartford Financial (HIG), Celanese (CE)</p><p><b>Friday: </b>AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)</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>Fed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year</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\">\nFed, Tech Earnings, GDP Data: What to Know Ahead of the Busiest Week of the Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-25 09:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The ...</p>\n\n<a href=\"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMCSA":"康卡斯特","TXN":"德州仪器","GE":"GE航空航天","NXPI":"恩智浦",".DJI":"道琼斯","KO":"可口可乐",".IXIC":"NASDAQ Composite","RYAAY":"Ryanair Holdings plc","QCOM":"高通","MSFT":"微软",".SPX":"S&P 500 Index","V":"Visa","AMZN":"亚马逊","META":"Meta Platforms","F":"福特汽车","GOOG":"谷歌","GOOGL":"谷歌A","UPS":"联合包裹","INTC":"英特尔","MCD":"麦当劳","BA":"波音","ROKU":"Roku Inc","AAPL":"苹果"},"source_url":"https://finance.yahoo.com/news/fed-tech-earnings-weekly-preview-july-25-194451575.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254296074","content_text":"The busiest week of the year for investors is here.A jam-packed week of market-moving developments awaits investors in the coming days, headlined by the Fed, tech earnings, and key economic data.The Federal Reserve's latest policy meeting is set to take place this coming Tuesday and Wednesday, July 26-27, with the central bank expected to raise interest rates another 75 basis points.On the earnings side, some of the most S&P 500’s most heavily-weighted components — including Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (FB), Apple (AAPL), and Amazon (AMZN) — are among more than 170 companies scheduled to report second-quarter results through Friday.Also on spotlight will be Thursday's advance estimate of second quarter GDP, as market participants continue to debate whether a recession is already underway. Economists expect this report to show the economy grew at an annualized pace of 0.5% last quarter, according to estimates from Bloomberg.Logo of an Apple store is seen as Apple Inc. reports fourth quarter earnings in Washington, U.S., January 27, 2022. REUTERS/Joshua RobertsAll three major U.S. indexes logged gains last week after broad-based advances across sectors. On Tuesday, 98% of stocks in the benchmark S&P 500 advanced, the most since December 26, 2018, the first trading day after the market bottom that occurred on December 24, 2018, according to data from LPL Financial.Recent gains have pushed up the index by roughly 6% since June 16, stoking optimism among some investors that the worst of the recent market downturn is over.“While breadth has been rather unimpressive during the market’s rally since the June lows, days like Tuesday are exactly what we are looking for, and can go a long way towards changing the character of this market,” LPL strategist Scott Brown said in a note. “To be clear, the S&P 500 is not out of the woods yet.”Tuesday pushed the index to a close above the 50-day moving average for the first time since April 20, but it remained just short of the late-June intraday highs, Brown pointed out.If the Federal Reserve proceeds with hiking rates three quarters of a percentage point later this week, the Federal funds rate will have moved from near 0% less than five months ago to a range of 2.25%-2.5% — a level in line with most officials’ estimates of the long-run neutral.“The Fed has told us they’re unlikely to let up on the brakes until they see a convincing shift in the trajectory of monthly inflation readings that would signal progress towards the Fed’s 2% target,” PGIM Fixed Income lead economist Ellen Gaske said in emailed comments. “We expect Powell will likely reiterate that message at his post-meeting press conference.”Federal Reserve Chair Jerome Powell is set to deliver remarks at 2:30 p.m. ET Wednesday, shortly after the U.S. central bank’s policy decision comes out at 2:00 p.m. ET.“We suspect it’s likely too soon for the Fed to convey a much more forward-looking point of view, as the most recent inflation readings still showed high and widespread price pressures,” Gaske said. “But with each additional hike from here, the lagged effects of the Fed’s tightening measures will be increasingly important to consider.”WASHINGTON, DC - JUNE 23: Jerome Powell, Chairman of the Board of Governors of the Federal Reserve System testifies before the House Committee on Financial Services June 23, 2022 in Washington, DC. Powell testified on monetary policy and the state of the U.S. economy. (Photo by Win McNamee/Getty Images)Last month, U.S. consumer prices again accelerated at the fastest annual pace since November 1981. The Bureau of Labor Statistics' Consumer Price Index (CPI) reflected a year-over-year increase of 9.1% in June’s reading, marking the highest print of the inflation cycle.Economists at Goldman Sachs said in a note last week that inflation expectations have notably softened since the FOMC last met in June, referencing downward revisions to the University of Michigan’s final read on 5-10 year inflation expectations, a decline in the survey’s preliminary July figure, and a “material” downtrend in market-based measures of inflation.“This softening of inflation expectations is one reason why we expect the FOMC will not accelerate the near-term hiking pace and will deliver a 75bp hike at the July FOMC meeting,” Goldman economists led by Jan Hatzius said.In addition to the Fed and earnings, investors will closely watch the government’s first estimate of gross domestic product – the broadest measure of economic activity — for the second quarter, set for release Thursday morning.The Atlanta Federal Reserve’s latest GDPNow estimate for Q2 GDP on July 19, showed the economy likely shrank 1.6% last quarter. If realized, this decline would mark the second-consecutive quarter of negative economic growth and affirm to some strategists that the economy has entered a recession.According to data from Bloomberg, Wall Street economists expect GDP grew at an annualized pace of 0.5% last quarter.On the earnings front, results from the mega-caps will be closely watched, though hundreds of other names will draw investor attention during one of the busiest weeks for corporate results of the year. In addition to performance for the most recent three-month periods, remarks from tech heavyweights on hiring plans or other adjustments to their outlooks related to macroeconomic headwinds will be closely tracked.In recent weeks, Apple, Microsoft, Google, and Meta have all said they would scale back on hiring across certain areas.According to FactSet Research, 21% of companies in the S&P 500 have reported second-quarter earnings through Friday, with only 68% presenting actual earnings per share above estimates — below the five-year average of 77%. Any earnings beats have also, in aggregate, been only 3.6% above estimates, less than half of the five-year average of 8.8%.—Economics calendar:Monday: Chicago Fed national activity index (June), Dallas Fed manufacturing business index (June)Tuesday: House price index (May), S&P Case-Shiller national home price index (May), Conference Board consumer confidence index (July), New home sales (June), Richmond manufacturing index (June)Wednesday: MBA mortgage applications (week ended July 22), Durable goods orders (June), Retail inventories (June), Wholesale inventories (June), Pending home sales (June), FOMC statement, Fed interest rate decision, Fed Chair Jerome Powell press conferenceThursday: GDP (Q2 advance estimate), Initial jobless claims (week ended July 22), Continuing claims (week ended July 15), Kansas City Fed composite index (July)Friday: Core PCE price index (June), PCE price index (June), Personal income (June), Personal spending (June), Real personal consumption (June), Chicago PMI (July), UMich consumer sentiment index (July preliminary), UMich 5-year inflation expectations (July preliminary)—Earnings Calendar:Monday: Whirlpool (WHR), Squarespace (SQSP), TrueBlue (TBI), F5 (FFIV), Alexandria Real Estate Equities (ARE), Ryanair (RYAAY), NXP Semiconductor (NXPI), Newmont Corporation (NEM)Tuesday: Microsoft (MSFT), Alphabet (GOOGL), Coca-Cola (KO), McDonald’s (MCD), General Motors (GM), Chipotle Mexican Grill (CMG), Mondelez International (MDLZ), UPS (UPS), 3M (MMM), PulteGroup (PHM), Texas Instruments (TXN), General Electric (GE), Ameriprise Financial (AMP), Raytheon Technologies (RTX), Archer-Daniels-Midland (ADM), Chubb (CB), Canadian National Railway, Pentair (CNI), Paccar (PCAR), Kimberly-Clark (KMB), Albertsons (ACI), Teradyne (TER), Ashland (ASH), Boston Properties (BXP), FirstEnergy (FE), Visa (V)Wednesday: Meta Platforms (META), Boeing (BA), Ford (F), Etsy (ETSY), Qualcomm (QCOM), T-Mobile (TMUS), Bristol-Myers Squibb (BMY), Kraft Heinz (KH), Hilton Worldwide (HLT), Boston Scientific (BSX), Sherwin-Williams (SHW), Fortune Brands (FBH), Flex (FLEX), Hess Corporation (HES), Norfolk Southern Corporation (NSC), Netgear (NTGR), Cheesecake Factory (CAKE), American Water Works (AWK), Ryder System (R), Genuine Parts (GPC), Waste Management (WM), Community Health Systems (CYH), Molina Healthcare (MOH), Owens Corning (OC)Thursday: Apple (AAPL), Amazon (AMZN), Pfizer (PFE), Honeywell (HON), Mastercard (MA), Comcast (CMCSA), Intel (INTC), Roku (ROKU), Merck (MRK), Keurig Dr. Pepper (KDP), Hertz Global (HTZ), T.Rowe Price (TROW), Valero Energy (VLO), Northrop Grumman (NOC), V.F. Corporation (VFC), Frontier Group (ULCC), Southwest Air (LUV), Harley-Davidson (HOG), Shell (SHEL), Stanley Black and Decker (SWK), Carlyle Group (CG), Lazard (LAZ), International Paper (IP), Sirius XM (SIRI), Hershey (HSY), PG&E (PCG), Hartford Financial (HIG), Celanese (CE)Friday: AstraZeneca (AZN), Sony (SON), Aon (AON), BNP Paribas (BNPQY)","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900145229,"gmtCreate":1658674003061,"gmtModify":1676536189922,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9900145229","repostId":"2253060728","repostType":4,"repost":{"id":"2253060728","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":1658631601,"share":"https://www.laohu8.com/m/news/2253060728?lang=&edition=full","pubTime":"2022-07-24 11:00","market":"us","language":"en","title":"Amazon Is Ready To Rise Again","url":"https://stock-news.laohu8.com/highlight/detail?id=2253060728","media":"Dow Jones","summary":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For invest","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</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>Amazon Is Ready To Rise 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\">\nAmazon Is Ready To Rise Again\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\">2022-07-24 11:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it&#39;s time to refocus. Amazon shares have never looked more attractive than they do right now.</p><p>Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon&#39;s worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon&#39;s streak may be coming to an end.</p><p>When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That&#39;s a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.</p><p>The company&#39;s longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon&#39;s profits, with the cost of deliveries and returns on the rise.</p><p>Amazon&#39;s profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.</p><p>And yet none of that should matter. Investors&#39; preoccupation with Amazon&#39;s retail operations overlooks the company&#39;s transformation. This year, the Amazon Web Services cloud business will be about 15% of the company&#39;s total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.</p><p>Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That&#39;s nearly four times the size of Twitter (TWTR) and Snap <a href=\"https://laohu8.com/S/SNAP\">$(SNAP)$</a> combined. And it&#39;s a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast <a href=\"https://laohu8.com/S/CMCSA\">$(CMCSA)$</a>, Fox <a href=\"https://laohu8.com/S/FOXA\">$(FOXA)$</a>, <a href=\"https://laohu8.com/S/PARA\">Paramount Global</a> (PARA), and Walt Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> . There&#39;s also a growing logistics operation that increasingly rivals FedEx <a href=\"https://laohu8.com/S/FDX.AU\">$(FDX.AU)$</a> and United Parcel Service <a href=\"https://laohu8.com/S/UPS\">$(UPS)$</a>.</p><p>The challenge for investors is that the sprawling operation has made Amazon difficult to value. It&#39;s worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn&#39;t be brighter.</p><p>Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he&#39;s convinced that in the long run, &#34;no one is going to compete with Amazon&#34; in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company&#39;s current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.</p><p>Says Munster: &#34;It&#39;s hard not to like Amazon at this valuation.&#34;</p><p>To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth&#39;s best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon&#39;s dominant market position was clear evidence that U.S. antitrust laws weren&#39;t effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.</p><p>For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.</p><p>There&#39;s also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.</p><p>But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won&#39;t be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon&#39;s slice of the pie remains vast, at about 40%. There&#39;s still room for additional market share gains, too.</p><p>The company&#39;s advertising business, meanwhile, is on the rise. Given Apple&#39;s <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>&#39; <a href=\"https://laohu8.com/S/META.UK\">$(META.UK)$</a> Facebook, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon&#39;s case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon&#39;s ad market is a gold mine.</p><p>And then there&#39;s Amazon Web Services, the company&#39;s mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon&#39;s operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon&#39;s operating income.</p><p>With revenue close to $82 billion, AWS is one of the world&#39;s largest software and services companies -- bigger than Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, IBM <a href=\"https://laohu8.com/S/IBM\">$(IBM)$</a>, or SAP <a href=\"https://laohu8.com/S/SAP\">$(SAP)$</a>, and more than twice the size of Salesforce <a href=\"https://laohu8.com/S/CRM.AU\">$(CRM.AU)$</a>, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It&#39;s no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)</p><p>One of Wall Street&#39;s favorite strategies for assessing corporate value is a &#34;sum of the parts&#34; approach: Make a list of what the company owns, put a value on each part, then add it all up.</p><p>For some of Amazon&#39;s businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> Azure and Google Cloud -- are likewise buried inside large businesses. Amazon&#39;s ad business is valuable, but it&#39;s linked to the core e-commerce business and therefore defies an easy value.</p><p>Then there&#39;s Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company&#39;s financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.</p><p>In reporting this story, Barron&#39;s found at least four different attempts by Wall Street analysts to suss out the company&#39;s true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon&#39;s parts add up to a lot more than its current market value.</p><p>Let&#39;s start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon&#39;s value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon&#39;s current market value. That doesn&#39;t include e-commerce, which Martin&#39;s calculations currently ignore.</p><p>Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon&#39;s &#34;third-party retail&#34; services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for &#34;first party&#34; retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company&#39;s subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.</p><p>J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart <a href=\"https://laohu8.com/S/WMT\">$(WMT)$</a> trades at about one times GMV, while Amazon&#39;s retail business has &#34;meaningfully higher&#34; growth, meriting a higher multiple. For Anmuth, that&#39;s a total Amazon value of $2 trillion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253060728","content_text":"Amazon's recent struggles in e-commerce are masking its continued dominance in the cloud. For investors, it's time to refocus. Amazon shares have never looked more attractive than they do right now.Amazon.com has reported earnings about 100 times since it went public in 1997. Every one of those quarterly reports has shown a growing company, despite plenty of ups and downs in the economy -- and the internet. Amazon's worst quarter came in September 2001, when the internet bubble was blowing apart. Even then, revenue grew slightly from a year earlier. Now, though, Amazon's streak may be coming to an end.When Amazon (AMZN) reports second-quarter earnings on July 28, Wall Street analysts expect revenue growth of just 5%. That's a tepid number by Amazon standards, and if things are just slightly worse than expected, revenue could actually decline. It would be a telling moment, with Amazon facing its greatest set of challenges since founder Jeff Bezos began selling books out of his house almost 30 years ago.The company's longtime advantage in e-commerce has arguably become a weakness, with physical stores enjoying a post-Covid renaissance. Elevated fuel costs, meanwhile, are crimping Amazon's profits, with the cost of deliveries and returns on the rise.Amazon's profit margins have never been rich, but analysts forecast a razor-thin 1.8% operating margin in the second quarter. After years of giving Amazon a pass on profits, investors have grown impatient. Since peaking last July, the stock is down 33% to a recent $125, shedding more than $600 billion in market value. Seen through the e-commerce lens, Amazon is one more struggling tech company.And yet none of that should matter. Investors' preoccupation with Amazon's retail operations overlooks the company's transformation. This year, the Amazon Web Services cloud business will be about 15% of the company's total revenue but more than 100% of its profits. Before, during, and after pandemic lockdowns, AWS revenue grew at a 30%-plus quarterly clip. In the long term, those trends should continue.Meanwhile, Amazon has an advertising business that has annualized revenue of close to $40 billion. That's nearly four times the size of Twitter (TWTR) and Snap $(SNAP)$ combined. And it's a media company that now controls the rights to a weekly National Football League game, a package that was once exclusive to broadcast giants Comcast $(CMCSA)$, Fox $(FOXA)$, Paramount Global (PARA), and Walt Disney $(DIS)$ . There's also a growing logistics operation that increasingly rivals FedEx $(FDX.AU)$ and United Parcel Service $(UPS)$.The challenge for investors is that the sprawling operation has made Amazon difficult to value. It's worth the effort -- Amazon shares have rarely been more attractive. The stock could double, or triple, over the next few years. Yes, the latest quarter will be bad. But the future couldn't be brighter.Gene Munster, a portfolio manager at Loup Ventures, says his firm has been adding to its Amazon position. While Munster concedes that investors are concerned about e-commerce profitability in the short run, he's convinced that in the long run, \"no one is going to compete with Amazon\" in online shopping. Munster figures that AWS and the ad business together will generate $45 billion in operating income this year. Value that at 25 times earnings, says Munster, and you get $1.1 trillion, which is just about the company's current total market value. That means investors are currently getting everything else free: online stores, Prime, logistics, Whole Foods Market, and a host of other businesses that Amazon has acquired over the years.Says Munster: \"It's hard not to like Amazon at this valuation.\"To be sure, Amazon continues to face bad publicity. The company is pushing back against unions trying to organize Amazon workers, a difficult balance for a company that claims to be Earth's best employer. The company is also dealing with a newly empowered Federal Trade Commission led by Chair Lina Khan, who once wrote in the Yale Law Review that Amazon's dominant market position was clear evidence that U.S. antitrust laws weren't effectively regulating the U.S. internet sector. Amazon is sure to face intense government scrutiny for future acquisitions. And it could be forced to make concessions to the government.For now, though, Amazon is still finding ways to grow through deals. Just this past week, the company agreed to buy One Medical, an owner of membership-based healthcare clinics, for $3.9 billion.There's also a chance the slowing economy could weigh on AWS sales for the next few quarters. For this year, Wall Street currently expects total Amazon revenue of $520 billion, up 11%, with profits of 56 cents a share, down from $3.24 a year earlier.But to Amazon bulls, the issues plaguing the company are fleeting and priced in. While the economy could fall into recession later this year or in 2023, that recession won't be permanent. Meanwhile, the e-commerce market continues to expand, and Amazon's slice of the pie remains vast, at about 40%. There's still room for additional market share gains, too.The company's advertising business, meanwhile, is on the rise. Given Apple's $(AAPL)$ tough stance on sharing information about consumer activity on the iPhone, advertisers are looking beyond Meta Platforms' $(META.UK)$ Facebook, Alphabet's $(GOOGL)$ YouTube, and Snap for places to spend their ad dollars. Many ad buyers are turning to options where consumer buying intent is clear on the surface. Meta has to infer what you might want to buy; in Amazon's case, consumers type their exact shopping interests into a search box. In a marketplace crowded with consumer choice, Amazon's ad market is a gold mine.And then there's Amazon Web Services, the company's mammoth cloud-computing platform. Since the company began breaking out results for AWS in 2015, the business has accounted for more than half of Amazon's operating profits, including almost 75% of the total in 2021. In 2022, with e-commerce operations likely to lose money, AWS is forecast to constitute 150% of Amazon's operating income.With revenue close to $82 billion, AWS is one of the world's largest software and services companies -- bigger than Oracle $(ORCL)$, IBM $(IBM)$, or SAP $(SAP)$, and more than twice the size of Salesforce $(CRM.AU)$, the largest of the so-called software-as-a-service companies. And AWS is going to get a lot bigger. It's no wonder that when Bezos chose to step down as CEO in 2021, he chose as his successor AWS architect Andy Jassy. (Amazon declined to make Jassy or any other executives available for this story, citing the quiet period ahead of earnings.)One of Wall Street's favorite strategies for assessing corporate value is a \"sum of the parts\" approach: Make a list of what the company owns, put a value on each part, then add it all up.For some of Amazon's businesses, appropriate comparisons are hard to find. There are no pure-play public cloud stocks that look anything like AWS; its primary rivals -- Microsoft $(MSFT)$ Azure and Google Cloud -- are likewise buried inside large businesses. Amazon's ad business is valuable, but it's linked to the core e-commerce business and therefore defies an easy value.Then there's Amazon Prime, which includes a Netflix-like video streaming service plus a Spotify-like music service. There are other businesses hidden in the company's financials, including the videogame streaming service Twitch, the audiobook company Audible, the podcasting producer Wondery, and autonomous-vehicle maker Zoox, just to name a few.In reporting this story, Barron's found at least four different attempts by Wall Street analysts to suss out the company's true value. They involve different parts, different metrics, and varying conclusions. The only consistent theme? Amazon's parts add up to a lot more than its current market value.Let's start with the entertainment-focused approach from Needham analyst Laura Martin. In her view, a large part of Amazon's value comes from its media businesses. She values Amazon Prime Video, Amazon Music, Twitch, and advertising at more than $500 billion. She values AWS at $650 billion. Those two numbers give you $1.15 trillion, or roughly Amazon's current market value. That doesn't include e-commerce, which Martin's calculations currently ignore.Truist internet analyst Youssef Squali has a different approach. He puts a value of more than $500 billion on Amazon's \"third-party retail\" services business, which includes logistics and other services provided to millions of sellers. He adds $172 billion for \"first party\" retail -- Amazon-branded goods, including electronics like Fire TVs and Kindles, plus thousands of AmazonBasics products. He values the company's subscription business -- basically Prime -- at a little over $100 billion. Then, he values AWS at $867 billion, using a multiple of 30 times estimated pretax earnings for 2022. (Salesforce, which is growing more slowly than AWS, trades at roughly 30 times pretax earnings.) Ultimately, Squali comes up with an Amazon value of $1.7 trillion.J.P. Morgan analyst Doug Anmuth takes the simplest view -- dividing Amazon into two pieces. He pegs the value of AWS at 20 times his estimate of $52 billion in 2023 earnings before interest, taxes, depreciation, and amortization, or Ebitda, which comes to just over $1 trillion. For the retail business, he applies a multiple of 1.25 times his estimated gross merchandise value for 2023, which comes to just over $950 billion. Anmuth notes that Walmart $(WMT)$ trades at about one times GMV, while Amazon's retail business has \"meaningfully higher\" growth, meriting a higher multiple. For Anmuth, that's a total Amazon value of $2 trillion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9042223855,"gmtCreate":1656482302577,"gmtModify":1676535838622,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[Glance]&nbsp;","listText":"[Glance]&nbsp;","text":"[Glance]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042223855","repostId":"1131973774","repostType":4,"repost":{"id":"1131973774","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":1656479352,"share":"https://www.laohu8.com/m/news/1131973774?lang=&edition=full","pubTime":"2022-06-29 13:09","market":"us","language":"en","title":"NIO Inc. Responds to Short Seller Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1131973774","media":"Tiger Newspress","summary":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today issued the following statement in response to alleg","content":"<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today issued the following statement in response to allegations made in a report by Grizzly Research LLC, a short seller.</p><p>The report is without merit and contains numerous errors, unsupported speculations and misleading conclusions and interpretations regarding information relating to the Company. The Company&#39;s board of directors, including the audit committee, is reviewing the allegations and considering the appropriate course of action to protect the interests of all shareholders. The Company will make additional disclosures in due course consistent with the requirements of applicable rules and regulations of the Securities and Exchange Commission, the New York Stock Exchange, The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”).</p><p>The Company emphasizes its continued and unwavering commitment to maintaining high standards of corporate governance and internal control, as well as transparent and timely disclosure in compliance with applicable rules and regulations.</p><p>Short-seller Grizzly Research released a negative research report on Chinese electric vehicle maker Nio (NYSE: NIO) Tuesday.</p><p>In the report, Grizzly states they believe Nio &#34;plays valeant-esque accounting games to inflate revenue and boost net income margins to meet targets.&#34;</p><p>Despite their significant fall from all-time highs during the Covid pandemic, Nio shares are still up considerably from pre-pandemic levels, making it one of China&#39;s most valuable electric vehicle companies.</p><p>&#34;Allow us to introduce you to Wuhan Weineng (&#34;Weineng&#34;), the convenient difference-maker helping NIO exceed lofty growth and profitability estimates on The Street. Despite being formed by NIO and a consortium of investors in late 2020, this unconsolidated related party has already generated billions in revenue for NIO,&#34; Grizzly said. &#34;While this rapid growth is impressive on the surface, our investigation has found Weineng might be to NIO what Philidor was to Valeant. Just as Philidor aided Valeant in habitually making numbers, NIO has curiously exceeded estimates since establishing Weineng.&#34;</p><p>Grizzly believes sales to Weineng have inflated Nio&#39;s revenue and net income by 10% and 95%, respectively.</p><p>&#34;Specifically, we find that at least 60% of its FY2021 earnings beat seems attributable to Weineng.&#34;</p><p>In further claims, the report states NIO gave Weineng up to an extra 21,053 batteries to boost its numbers, Weineng&#39;s top two executives double as NIO&#39;s Vice President and Battery Operating Executive Manager, and NIO&#39;s Chairman and CEO, Bin Li, is closely tied to parties central to the Luckin Coffee Fraud.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Inc. Responds to Short Seller Report</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 Inc. Responds to Short Seller Report\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\">2022-06-29 13:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today issued the following statement in response to allegations made in a report by Grizzly Research LLC, a short seller.</p><p>The report is without merit and contains numerous errors, unsupported speculations and misleading conclusions and interpretations regarding information relating to the Company. The Company&#39;s board of directors, including the audit committee, is reviewing the allegations and considering the appropriate course of action to protect the interests of all shareholders. The Company will make additional disclosures in due course consistent with the requirements of applicable rules and regulations of the Securities and Exchange Commission, the New York Stock Exchange, The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”).</p><p>The Company emphasizes its continued and unwavering commitment to maintaining high standards of corporate governance and internal control, as well as transparent and timely disclosure in compliance with applicable rules and regulations.</p><p>Short-seller Grizzly Research released a negative research report on Chinese electric vehicle maker Nio (NYSE: NIO) Tuesday.</p><p>In the report, Grizzly states they believe Nio &#34;plays valeant-esque accounting games to inflate revenue and boost net income margins to meet targets.&#34;</p><p>Despite their significant fall from all-time highs during the Covid pandemic, Nio shares are still up considerably from pre-pandemic levels, making it one of China&#39;s most valuable electric vehicle companies.</p><p>&#34;Allow us to introduce you to Wuhan Weineng (&#34;Weineng&#34;), the convenient difference-maker helping NIO exceed lofty growth and profitability estimates on The Street. Despite being formed by NIO and a consortium of investors in late 2020, this unconsolidated related party has already generated billions in revenue for NIO,&#34; Grizzly said. &#34;While this rapid growth is impressive on the surface, our investigation has found Weineng might be to NIO what Philidor was to Valeant. Just as Philidor aided Valeant in habitually making numbers, NIO has curiously exceeded estimates since establishing Weineng.&#34;</p><p>Grizzly believes sales to Weineng have inflated Nio&#39;s revenue and net income by 10% and 95%, respectively.</p><p>&#34;Specifically, we find that at least 60% of its FY2021 earnings beat seems attributable to Weineng.&#34;</p><p>In further claims, the report states NIO gave Weineng up to an extra 21,053 batteries to boost its numbers, Weineng&#39;s top two executives double as NIO&#39;s Vice President and Battery Operating Executive Manager, and NIO&#39;s Chairman and CEO, Bin Li, is closely tied to parties central to the Luckin Coffee Fraud.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131973774","content_text":"NIO Inc. (NYSE: NIO; HKEX: 9866; SGX: NIO) today issued the following statement in response to allegations made in a report by Grizzly Research LLC, a short seller.The report is without merit and contains numerous errors, unsupported speculations and misleading conclusions and interpretations regarding information relating to the Company. The Company's board of directors, including the audit committee, is reviewing the allegations and considering the appropriate course of action to protect the interests of all shareholders. The Company will make additional disclosures in due course consistent with the requirements of applicable rules and regulations of the Securities and Exchange Commission, the New York Stock Exchange, The Stock Exchange of Hong Kong Limited (the “SEHK”) and the Singapore Exchange Securities Trading Limited (the “SGX-ST”).The Company emphasizes its continued and unwavering commitment to maintaining high standards of corporate governance and internal control, as well as transparent and timely disclosure in compliance with applicable rules and regulations.Short-seller Grizzly Research released a negative research report on Chinese electric vehicle maker Nio (NYSE: NIO) Tuesday.In the report, Grizzly states they believe Nio \"plays valeant-esque accounting games to inflate revenue and boost net income margins to meet targets.\"Despite their significant fall from all-time highs during the Covid pandemic, Nio shares are still up considerably from pre-pandemic levels, making it one of China's most valuable electric vehicle companies.\"Allow us to introduce you to Wuhan Weineng (\"Weineng\"), the convenient difference-maker helping NIO exceed lofty growth and profitability estimates on The Street. Despite being formed by NIO and a consortium of investors in late 2020, this unconsolidated related party has already generated billions in revenue for NIO,\" Grizzly said. \"While this rapid growth is impressive on the surface, our investigation has found Weineng might be to NIO what Philidor was to Valeant. Just as Philidor aided Valeant in habitually making numbers, NIO has curiously exceeded estimates since establishing Weineng.\"Grizzly believes sales to Weineng have inflated Nio's revenue and net income by 10% and 95%, respectively.\"Specifically, we find that at least 60% of its FY2021 earnings beat seems attributable to Weineng.\"In further claims, the report states NIO gave Weineng up to an extra 21,053 batteries to boost its numbers, Weineng's top two executives double as NIO's Vice President and Battery Operating Executive Manager, and NIO's Chairman and CEO, Bin Li, is closely tied to parties central to the Luckin Coffee Fraud.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911821736,"gmtCreate":1664176657426,"gmtModify":1676537403451,"author":{"id":"4116929442746912","authorId":"4116929442746912","name":"Pinky310","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[OK]&nbsp;","listText":"[OK]&nbsp;","text":"[OK]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9911821736","repostId":"2270760354","repostType":4,"repost":{"id":"2270760354","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":1664147164,"share":"https://www.laohu8.com/m/news/2270760354?lang=&edition=full","pubTime":"2022-09-26 07:06","market":"us","language":"en","title":"Nike, Micron, Porsche, Intuit, and Other Stocks for Investors to Watch This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2270760354","media":"Dow Jones","summary":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid Octo","content":"<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</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>Nike, Micron, Porsche, Intuit, 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\">\nNike, Micron, Porsche, Intuit, 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\">2022-09-26 07:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve&#39;s preferred inflation measure.</p><p>Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. <a href=\"https://laohu8.com/S/DEX.AU\">Duke</a> Realty and Prologis shareholders will vote on the companies&#39; proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.</p><p>Economic data out this week will include the Census Bureau&#39;s durable goods report for August and the Conference Board&#39;s Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.</p><p>Other data out this week pertains to the U.S. housing market, including the Census Bureau&#39;s new home sales data for August and S&amp;P <a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>&#39;s Case-Shiller National Home Price Index for July on Tuesday.</p><h2>Monday 9/26</h2><p>The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July&#39;s 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.</p><h2>Tuesday 9/27</h2><p>The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.</p><p>The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.</p><p>The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year&#39;s low in July but is well off its recent peak from last summer.</p><p>S&amp;P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a &#34;correction&#34; and that property prices &#34;were going up at an unsustainably fast level.&#34;</p><h2>Wednesday 9/28</h2><p>Cintas and Paychex report quarterly results.</p><p>Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.</p><h2>Thursday 9/29</h2><p>CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.</p><p>Intuit and Vulcan Materials host their 2022 investor days.</p><p>Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.</p><h2>Friday 9/30</h2><p>The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed&#39;s favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","BK4528":"SaaS概念","POAHY":"Porsche Automobile Holding SE","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","ISBC":"投资者银行","BK4146":"鞋类","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4211":"区域性银行","BK4558":"双十一","BK4566":"资本集团","VMC":"火神材料","NKE":"耐克","INTU":"财捷","BK4551":"寇图资本持仓","BK4561":"索罗斯持仓","DRE":"杜克房地产","BK4581":"高盛持仓","MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270760354","content_text":"It's a relatively quiet week, before the storm of third-quarter earnings season picks up in mid October. A handful of major companies report this week, while the economic-data highlight will be the Federal Reserve's preferred inflation measure.Cintas and Paychex report on Wednesday, followed by Nike, Micron Technology, and CarMax on Thursday. Duke Realty and Prologis shareholders will vote on the companies' proposed merger on Wednesday. Shares of luxury carmaker Porsche will begin trading in Frankfurt on Thursday.Economic data out this week will include the Census Bureau's durable goods report for August and the Conference Board's Consumer Confidence Index for September, both on Tuesday. The Bureau of Economic Analysis releases the personal income and expenditures report for August on Friday, which will include the personal consumption expenditures price index. The core version of that gauge is what the Fed watches most closely.Other data out this week pertains to the U.S. housing market, including the Census Bureau's new home sales data for August and S&P CoreLogic's Case-Shiller National Home Price Index for July on Tuesday.Monday 9/26The Federal Reserve Bank of Chicago releases its National Activity Index for August. Consensus estimate is for a 0.32 reading, slightly more than July's 0.27 figure. Prior to the July data, the index had two months of negative readings, which indicates that the economy is growing at a slower rate than the historical average.Tuesday 9/27The Census Bureau reports new-home sales data for August. Sales of new single-family homes are expected to decline by roughly 20,000 from July to a seasonally adjusted annual rate of 492,000.The Census Bureau releases the durable goods report for August. Economists forecast that new orders for durable manufactured goods will remain flat month over month at $273.5 billion. Excluding transportation, new orders are seen rising 0.2% matching the July gain.The Conference Board releases its Consumer Confidence Index for September. Expectations are for a 104 reading, slightly higher than in August. The index has rebounded from this year's low in July but is well off its recent peak from last summer.S&P CoreLogic releases its Case-Shiller National Home Price Index for July. The consensus call is for a 17% year-over-over jump compared with an 18% increase in June. While the index has seen a deceleration in the growth rate, home prices are still rising at a robust clip. This past week Federal Reserve Chairman Jerome Powell said that the housing market probably needs to go through a \"correction\" and that property prices \"were going up at an unsustainably fast level.\"Wednesday 9/28Cintas and Paychex report quarterly results.Duke Realty and Prologis host extraordinary shareholder meetings to vote on their proposed merger, announced in June.Thursday 9/29CarMax, Micron Technology, and Nike hold conference calls to discuss earnings.Intuit and Vulcan Materials host their 2022 investor days.Shares of Porsche, under the official listing name of Dr. Ing. h.c. F. Porsche, are expected to begin trading on the Frankfurt stock exchange. Porsche parent Volkswagen has set a price range that would value the maker of the iconic 911 sports car at 70 billion euros to EUR75 billion ($68.9 billion to $73.6 billion). It would be the largest European initial public offering in more than a decade.Friday 9/30The Bureau of Economic Analysis reports personal income and expenditures for August. Income is expected to increase 0.3% month over month while spending is seen rising 0.2%. This compares with gains of 0.2% and 0.1%, respectively, in July. Economists forecast that the Fed's favored inflation gauge, the core personal-consumption expenditures price index, will rise 4.8% year over year after a 4.6% increase in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}