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2022-10-08

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Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities

2022-07-04

recession

Long, Moderate and Painful: What Next US Recession May Look Like

2022-09-24

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Why I'm Not Worried About the Stock Market

2022-09-14

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Google Loses Most of Appeal of EU Android Decision

2022-08-31

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Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%

2022-08-18

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Bed Bath & Beyond Stock Plunged 11% After Ryan Cohen Files to Unload Stake

2022-08-14

Great article! I would like to share it.

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2022-08-08

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7 Stocks to Avoid in a Recession

2022-08-08

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Apple, Microsoft, Palo Alto Are Wedbush's Top Tech Picks Going Into Year-End

2022-11-09

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Even At The 12-Month Low, Tesla Is Not A Compelling Buy

2022-08-14

[smile]

Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger

2022-10-24

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Snap Stock Slumps; Is Now the Time to Buy?

2022-09-04

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September May Bring The S&P 500 Back To Its June Lows

2022-09-01

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Powell Abandons Soft Landing Goal as He Seeks Growth Recession

2022-08-18

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Nvidia Earnings Preview: Will the Dawn Come?

2022-08-14

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It Was a Great Week for Heavily Shorted Meme Stocks

2023-07-31

t@esla@TigerGpt TigerGPT，your new investing superpower Click to learn more

2023-07-31

@TigerGpt TigerGPT，your new investing superpower Click to learn more

2022-10-07

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Google: If You Are Not Buying Now, When Will You

2022-09-24

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Why Are Oil Stocks XOM, OXY, DVN Down Friday?

Go to Tiger App to see more news

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[Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/189545021890808","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":189195877515488,"gmtCreate":1687216071435,"gmtModify":1687216076108,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118962342392422","idStr":"4118962342392422"},"themes":[],"htmlText":"let's go 🚶🏻‍♀️ 💪 🙌&nbsp;","listText":"let's go 🚶🏻‍♀️ 💪 🙌&nbsp;","text":"let's go 🚶🏻‍♀️ 💪 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Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187126894153744,"gmtCreate":1686724816827,"gmtModify":1686724821981,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118962342392422","idStr":"4118962342392422"},"themes":[],"htmlText":"cone on let's go go go&nbsp;","listText":"cone on let's go go go&nbsp;","text":"cone on let's go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187126894153744","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186803534573576,"gmtCreate":1686645605490,"gmtModify":1686645609575,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118962342392422","idStr":"4118962342392422"},"themes":[],"htmlText":"help me pls thank you&nbsp;","listText":"help me pls thank you&nbsp;","text":"help me pls thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186803534573576","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186802450100320,"gmtCreate":1686645343045,"gmtModify":1686645346991,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118962342392422","idStr":"4118962342392422"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186802450100320","repostId":"9970552986","repostType":1,"repost":{"id":9970552986,"gmtCreate":1684749089245,"gmtModify":1686052573124,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667667103859","idStr":"3527667667103859"},"themes":[],"title":"Light up your investing with Tiger, play and win prizes worth up to USD 999","htmlText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","listText":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&amp;Cs apply.👉 <a href=\"https://tigr.link/lightupsg\" target=\"_blank\">Click here to start play</a>","text":"Join our exclusive \"Light up Your Investing\" campaign with Tiger!Participate in our game and win fantastic prizes worth up to USD 999*!Unveil the allure of various regions as you progress through exciting game levels.But wait, there's more! Along your journey, uncover hidden rewards and unlock exclusive bonuses that will supercharge your investing game!Not only will you gain valuable knowledge and insights, but you'll also compete with fellow investors for the top spot on our leaderboard!Invite your friends and embark on this epic investing adventure together! Let's light up the world of investing with Tiger!Don't miss out on this limited-time opportunity!Campaign period: 6th June to 27th June. *T&Cs apply.👉 Click here to start play","images":[{"img":"https://community-static.tradeup.com/news/0b6e3d13593eac0f4cc3fdb8b6bf8056","width":"1200","height":"675"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970552986","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9961467490,"gmtCreate":1669026277410,"gmtModify":1676538141438,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4118962342392422","idStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9961467490","repostId":"1104062711","repostType":4,"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9914145328,"gmtCreate":1665210240065,"gmtModify":1676537574125,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914145328","repostId":"2273833362","repostType":4,"repost":{"id":"2273833362","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":1665186683,"share":"https://ttm.financial/m/news/2273833362?lang=&edition=fundamental","pubTime":"2022-10-08 07:51","market":"us","language":"en","title":"Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2273833362","media":"Dow Jones","summary":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his in","content":"<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" 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>Twitter-Elon Musk Deal Has Offered Investors Several Big Opportunities</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\">\nTwitter-Elon Musk Deal Has Offered Investors Several Big Opportunities\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\">2022-10-08 07:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.</p><p>The outcome of the deal remains in doubt, even after Mr. Musk&#39;s surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.</p><p>But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:</p><p>-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it&#39;ll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.</p><p>&#34;Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,&#34; Mr. Ricks said.</p><p>At one point, the difference between Twitter&#39;s stock price and Mr. Musk&#39;s original offer was 66%, below the 76% record set by Blackstone Group&#39;s 2019 purchase of Tallgrass Energy.</p><p>The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.</p><p><img src=\"https://static.tigerbbs.com/88d2b85b17b20c85bf1c251838939843\" tg-width=\"704\" tg-height=\"718\" width=\"100%\" height=\"auto\"/></p><p>Investors like Carl Icahn, Daniel Loeb&#39;s Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.</p><p>Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter&#39;s low-yielding convertible bonds, which could be changed into stock if Musk&#39;s deal went through.</p><p>-- Ionic&#39;s trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.</p><p><img src=\"https://static.tigerbbs.com/d541f8ec5d15576cd58bb03b82751d0e\" tg-width=\"853\" tg-height=\"656\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","TWTR":"Twitter","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4516":"特朗普概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4211":"区域性银行","TSLA":"特斯拉","BK4508":"社交媒体","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4579":"人工智能","BK4550":"红杉资本持仓","ISBC":"投资者银行"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273833362","content_text":"A host of investors bet  on Twitter stock as the shares fell after Elon Musk pulled away from his initial offer to buy the social media giant. Why? Record profits stood to be made.The outcome of the deal remains in doubt, even after Mr. Musk's surprising proposal earlier this week  to close it as originally approved after months trying to step away. Some investors have already cashed in.But the opportunity for those willing to bet Twitter might get the full price after all was massive, according to Morgan Ricks, a Vanderbilt Law School professor who specializes in financial regulation:-- Should the Twitter-Musk saga end with a buyout at the proposed price, $54.20, according to Mr. Ricks, it'll mark the second-biggest arbitrage opportunity for a cash buyout of at least $1 billion since at least 1996.\"Prior to Tuesday, the market had been pricing in a roughly 50/50 chance of the deal going through,\" Mr. Ricks said.At one point, the difference between Twitter's stock price and Mr. Musk's original offer was 66%, below the 76% record set by Blackstone Group's 2019 purchase of Tallgrass Energy.The cost of that deal, however, was roughly $3.5 billion, far from the potential $44 billion bill for Twitter.Investors like Carl Icahn, Daniel Loeb's Third Point LLC, and D.E. Shaw Group have already profited from wagers on Twitter shares], which give the right to purchase shares at a specific price by a certain date. Some investors took a third route: convertible-bond arbitrage.Doug Fincher, a portfolio manager at $3.8 billion hedge fund group Ionic Capital Management, said his fund bought Twitter's low-yielding convertible bonds, which could be changed into stock if Musk's deal went through.-- Ionic's trade bet that the price of a bond expiring in 2026 would increase from the the mid-$80s, where it sat in April after cracks emerged in the likelihood of closure, to near $100 should the deal complete. Mr. Fincher said his firm sold its bonds when the price hit $98 on Tuesday after reports that Musk was willing to purchase the company at the original price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047117438,"gmtCreate":1656891528224,"gmtModify":1676535909054,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"recession","listText":"recession","text":"recession","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047117438","repostId":"1184947522","repostType":2,"repost":{"id":"1184947522","pubTimestamp":1656889883,"share":"https://ttm.financial/m/news/1184947522?lang=&edition=fundamental","pubTime":"2022-07-04 07:11","market":"us","language":"en","title":"Long, Moderate and Painful: What Next US Recession May Look Like","url":"https://stock-news.laohu8.com/highlight/detail?id=1184947522","media":"Bloomberg","summary":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given ","content":"<html><head></head><body><ul><li>US lacks buildup of leverage that preceded past deep downturns</li><li>But Fed may not ride to rescue, given its inflation mission</li></ul><p><img src=\"https://static.tigerbbs.com/021a26498981299d3d83215f432685b8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Recessions, like unhappy families, are each painful in their own way.</p><p>And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.</p><p>Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.</p><h2>America&#39;s Post-WWII Recessions</h2><p>Sources: National Bureau of Economic Research, Bureau of Economic Analysis</p><p>Note: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.</p><p>While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.</p><p>“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.</p><p>No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.</p><p>Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.</p><p>“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”</p><p>Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase &amp; Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”</p><p>The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.</p><h2>Inflation Genie</h2><p>Allianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.</p><p>Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.</p><blockquote>“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”</blockquote><blockquote>-- Anna Wong, chief US economist</blockquote><p>For his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.</p><p>A growing number of private economists aren’t convinced.</p><p>“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus &amp; Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”</p><p>Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.</p><p>But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.</p><p>As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.</p><p>Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.</p><p><img src=\"https://static.tigerbbs.com/3898720ca3ef960db90583d02e46e080\" tg-width=\"1000\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.</p><p>“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.</p><p>Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.</p><p>Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.</p><h2>Housing Market</h2><p>And while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.</p><p>Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”</p><p>Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.</p><p>In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.</p><p>“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”</p><p>Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.</p><p>Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.</p><p>Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.</p><p>While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.</p><p>“We don’t think it will be a severe one but it could be a long one,” he 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>Long, Moderate and Painful: What Next US Recession May Look Like</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\">\nLong, Moderate and Painful: What Next US Recession May Look Like\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-04 07:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2022-07-03/long-moderate-and-painful-what-next-us-recession-may-look-like","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184947522","content_text":"US lacks buildup of leverage that preceded past deep downturnsBut Fed may not ride to rescue, given its inflation missionRecessions, like unhappy families, are each painful in their own way.And the next one -- which economists see as increasingly possible by the end of next year -- will probably bear that out. A US downturn may well be modest, but it might also be long.Many observers expect any decline to be a lot less wrenching than the 2007-09 Great Financial Crisis and the back-to-back downturns seen in the 1980s, when inflation was last this high. The economy is simply not as far out of whack as it was in those earlier periods, they say.America's Post-WWII RecessionsSources: National Bureau of Economic Research, Bureau of Economic AnalysisNote: Dates denote starts of recessions. BEA lists 2001 as 0.5% rise in GDP.While the recession may be moderate, it could end up lasting longer than the abbreviated, eight-month contractions of 1990-91 and 2001. That’s because elevated inflation may hold the Federal Reserve back from rushing to reverse the downturn.“The good news is there’s a limit to how severe it’s going to be,” said Nomura Securities senior US economist Robert Dent. “The bad news is it’s going to be prolonged.” The former New York Fed analyst sees a roughly 2% contraction that begins in the fourth quarter and lasts through next year.No matter what shape the pullback takes, one thing seems certain: There will be a lot of hurt when it comes. In the dozen recessions since World War II, on average the economy contracted by 2.5%, unemployment rose about 3.8 percentage points and corporate profits fell some 15%. The average length was 10 months.Even a downturn on the shallower end of the spectrum would likely see hundreds of thousands of Americans -- at least -- lose their jobs. The batteredstock marketmay suffer a further fall as earnings drop. And President Joe Biden’s already poor pollratingscould take another hit.“This would be the sixth or seventh recession, I think, since I started doing this,” private-equity veteran Scott Sperling said. “Every one of them is somewhat different, and every one of them feels equally painful.”Signs of economic weakness are multiplying, with personalspendingfalling in May for the first time this year, after accounting for inflation, and a US manufacturing gauge hitting atwo-year lowin June. JPMorgan Chase & Co. chief US economist Michael Feroli responded to the latest data by cutting his mid-year growth forecasts “perilously closeto a recession.”The depth and length of the recession will largely be determined by how persistent inflation proves to be, and by how much pain the Fed is willing to inflict on the economy to bring it down to levels it deems acceptable.Inflation GenieAllianz SE chief economic adviser Mohamed El-Erian said he’s worried about a stop-go scenario akin to the 1970s, where the Fed prematurely eases policy in response to economic weakness before it has eradicated inflation from the system.Such a strategy would set the stage for a deeper economic decline down the road, and even greater inequality, the Bloomberg Opinion columnist said. El-Erian was out front in warning last year the Fed was making a big blunder by playing down the inflationary threat.“The Fed is not going to pause until they see that inflation has convincingly come down. That means that this Fed will be hiking well into economic weakness, likely prolonging the duration of the recession.”-- Anna Wong, chief US economistFor his part, Fed Chair Jerome Powell hasarguedthat while there’s a risk of a recession, the economy is still in good enough shape to withstand the Fed’s interest-rate hikes and dodge a downturn.A growing number of private economists aren’t convinced.“A faltering economy is all but inevitable,” said Lindsey Piegza, chief economist for Stifel Nicolaus & Co. “The question has moved beyond if we are going to see a recession to what’s the depth and duration of a downturn.”Just as happened some 40 years ago, the decline in gross domestic product will be driven by a central bank determined to rein in runaway consumer prices. The Fed’s favorite inflation gauge is more than triple its 2% objective.But there are good reasons to expect the outcome won’t be nearly as bad as the early 1980s, or the 2007-09 financial crisis -- episodes when unemployment soared to double-digit levels.As Goldman Sachs Group Inc. chief economist Jan Hatzius has noted, inflation isn’t as embedded in the economy or in Americans’ psyche as it was when Paul Volcker took the helm of the Fed in 1979 after a decade of persistently powerful price pressures. So it won’t take nearly as big of a slump for today’s Fed to bring price rises down to more acceptable levels.Prominent academic economist Robert Gordonreckonsthe Fed’s task today requires about half the amount of disinflation that Volcker had to put the economy through.What’s more, consumers, banks and the housing market are all better placed to weather economic turbulence than they were ahead of the 2007-09 recession.“Private-sector balance sheets are in good shape,” said Deutsche Bank Securities Inc. chief US economist Matthew Luzzetti. “We haven’t seen leverage taken out to the extent that we saw” ahead of the financial crisis.Thanks in part to hefty government handouts that boosted savings, household debt obligations amounted to just 9.5% of disposable personal income in the first quarter, according to Feddata. That’s well below the 13.2% seen in late 2007.Banks, for their part, recentlyacedthe Fed’s latest stress test, proving they have the wherewithal to withstand a nasty combination of surging unemployment, collapsing real-estate prices and a plunge in stocks.Housing MarketAnd while housing has been battered of late by the Fed-engineered surge in mortgage rates, it too is in a better place than 2006-07, when it was awash with supply due to a speculative building boom.Today the US is about 2 million housing units “short of what our demographic profile would suggest at this point,” said Doug Duncan, chief economist at Fannie Mae. “That puts a floor to some degree under how big a recession could be.”Duncan’s base case is for a sharp depreciation in home-price increases, but not an outright decline.In the labor market, an underlying shortage of workers -- thanks to baby boomers retiring and immigration lagging -- is likely to make companies more cautious about shedding staff in a downturn, especially if it’s a mild one.“The story of the past two years has been businesses struggling to find workers,” said Jay Bryson, chief economist for Wells Fargo’s Corporate and Investment Bank. “We don’t think you’re going to see mass layoffs.”Some economists say the next recession will prove long-lived, however, if the Fed holds back from riding to the economy’s rescue -- as it’s signaled it might if inflation stays stubbornly high.Powelltolda central banking conference last week that failing to restore price stability would be a “bigger mistake” than pushing the US into a recession.Fiscal policy will also be hamstrung -- and could well turn contractionary -- if Republicans win back power in Congress, as looks likely in November midterm elections. In an echo of what happened after the financial crisis, GOP lawmakers might use debt-limit standoffs to push for cuts in government spending.While not predicting a downturn, JPMorgan’s Feroli agreed a recession may be lengthy if one occurred. That would particularly be true if the Fed is again hampered from providing the economy with help by not being able to cut interest rates below zero.“We don’t think it will be a severe one but it could be a long one,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913580775,"gmtCreate":1664016974497,"gmtModify":1676537379829,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9913580775","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock 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\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SBUX":"星巴克","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4136":"纸材料包装","BK4561":"索罗斯持仓","BK4097":"系统软件","DIS":"迪士尼","BK4155":"大卖场与超市","BK4581":"高盛持仓","BK4504":"桥水持仓","YUM":"百胜餐饮集团","BK4209":"餐馆","BK4548":"巴美列捷福持仓","TGT":"塔吉特","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","WMT":"沃尔玛","BK4567":"ESG概念","BK4108":"电影和娱乐","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4114":"综合货品商店","MSFT":"微软","COST":"好市多","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4577":"网络游戏","BK4538":"云计算","BK4527":"明星科技股","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935758276,"gmtCreate":1663144940595,"gmtModify":1676537213819,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935758276","repostId":"1177854069","repostType":4,"repost":{"id":"1177854069","pubTimestamp":1663144687,"share":"https://ttm.financial/m/news/1177854069?lang=&edition=fundamental","pubTime":"2022-09-14 16:38","market":"us","language":"en","title":"Google Loses Most of Appeal of EU Android Decision","url":"https://stock-news.laohu8.com/highlight/detail?id=1177854069","media":"the wall street journal","summary":"AlphabetInc.’s Google lost most of its appeal to overturn a $4.33 billion antitrust decision imposed","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/6408c055d367e0f06e11e2030d587f3c\" tg-width=\"860\" tg-height=\"573\" referrerpolicy=\"no-referrer\"/>AlphabetInc.’s Google lost most of its appeal to overturn a $4.33 billion antitrust decision imposed by the European Union for allegedly using its Android operating system to squash competition—but got a roughly $215 million reduction in the fine.</p><p>The ruling on Wednesday is a vote of confidence for the European Commission, the bloc’s antitrust enforcer, which has been aggressive in targeting big U.S. tech companies over concerns about anticompetitive behavior. The Android case was the biggest of three antitrust fines totaling more than $8 billion that the Commission has levied against Google since 2017—and it focused on mobile phones, one of the company’s fastest growth areas.</p><p></p></body></html>","source":"wsj_highlight","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 Loses Most of Appeal of EU Android Decision</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 Loses Most of Appeal of EU Android Decision\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-14 16:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/google-loses-most-of-appeal-of-eu-android-decision-11663144271?mod=breakingnews><strong>the wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AlphabetInc.’s Google lost most of its appeal to overturn a $4.33 billion antitrust decision imposed by the European Union for allegedly using its Android operating system to squash competition—but ...</p>\n\n<a href=\"https://www.wsj.com/articles/google-loses-most-of-appeal-of-eu-android-decision-11663144271?mod=breakingnews\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.wsj.com/articles/google-loses-most-of-appeal-of-eu-android-decision-11663144271?mod=breakingnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177854069","content_text":"AlphabetInc.’s Google lost most of its appeal to overturn a $4.33 billion antitrust decision imposed by the European Union for allegedly using its Android operating system to squash competition—but got a roughly $215 million reduction in the fine.The ruling on Wednesday is a vote of confidence for the European Commission, the bloc’s antitrust enforcer, which has been aggressive in targeting big U.S. tech companies over concerns about anticompetitive behavior. The Android case was the biggest of three antitrust fines totaling more than $8 billion that the Commission has levied against Google since 2017—and it focused on mobile phones, one of the company’s fastest growth areas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930637916,"gmtCreate":1661947761738,"gmtModify":1676536609557,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930637916","repostId":"1111259872","repostType":4,"repost":{"id":"1111259872","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":1661947116,"share":"https://ttm.financial/m/news/1111259872?lang=&edition=fundamental","pubTime":"2022-08-31 19:58","market":"us","language":"en","title":"Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111259872","media":"Tiger Newspress","summary":"U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, whi","content":"<html><head></head><body><p>U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.</p><p><b>Market Snapshot</b></p><p>At 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&amp;P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.</p><p><img src=\"https://static.tigerbbs.com/268427c5804a99d04f1e3c0ca156885e\" tg-width=\"532\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/DBI\">Designer Brands</a> – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.</p><p><a href=\"https://laohu8.com/S/EXPR\">Express </a> – The apparel retailer&#39;s shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.</p><p><a href=\"https://laohu8.com/S/CHWY\">Chewy </a> – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.</p><p><a href=\"https://laohu8.com/S/HPQ\">HP Inc. </a> – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.</p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a> – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap </a> – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service&#39;s president of worldwide advertising, while Snap&#39;s vice president of sales for the Americas, Peter Naylor, will become Netflix&#39;s VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.</p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a> – Bed Bath &amp; Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath &amp; Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.</p><p><a href=\"https://laohu8.com/S/PVH\">PVH </a> – PVH cut its full-year outlook and also announced it would cut &#34;people costs&#34; by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise </a> – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron&#39;s that the provider of networking equipment and services is seeing &#34;enduring demand.&#34; HPE shares rose 1.8% in premarket trading.</p><h2><b>Market News</b></h2><h3>Grab, Singtel Join Singapore’s Digital Bank Battle Next Week</h3><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings Ltd.</a> and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.</p><p>Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.</p><h3>NetEase Acquires France’s Quantic Dream in Gaming Expansion</h3><p>China’s biggest games distributor after Tencent Holdings Ltd., <a href=\"https://laohu8.com/S/NTES\">NetEase</a> is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.</p><h3>Visa Says U.S. Payments Volume Climbed 11% Y/Y in August</h3><p><a href=\"https://laohu8.com/S/V\">Visa</a> said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.</p><p>Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.</p><h3>China&#39;s Tencent Music Entertainment Partners With Billboard</h3><p><a href=\"https://laohu8.com/S/TME\">Tencent Music Entertainment Group</a> inks a partnership with Billboard to highlight China&#39;s music industry and share Billboard&#39;s global content to TME&#39;s wide-ranging channels.</p><p>The partnership leverages company&#39;s leading technologies and Chinese music industry insights with Billboard&#39;s global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the world.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPre-Bell｜BBBY Stock Tumbles 24%; Chewy Shares Slump 12%\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\">2022-08-31 19:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.</p><p><b>Market Snapshot</b></p><p>At 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&amp;P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.</p><p><img src=\"https://static.tigerbbs.com/268427c5804a99d04f1e3c0ca156885e\" tg-width=\"532\" tg-height=\"226\" referrerpolicy=\"no-referrer\"/></p><h2><b>Pre-Market Movers</b></h2><p><a href=\"https://laohu8.com/S/DBI\">Designer Brands</a> – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.</p><p><a href=\"https://laohu8.com/S/EXPR\">Express </a> – The apparel retailer&#39;s shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.</p><p><a href=\"https://laohu8.com/S/CHWY\">Chewy </a> – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.</p><p><a href=\"https://laohu8.com/S/HPQ\">HP Inc. </a> – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.</p><p><a href=\"https://laohu8.com/S/CRWD\">CrowdStrike </a> – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.</p><p><a href=\"https://laohu8.com/S/SNAP\">Snap </a> – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service&#39;s president of worldwide advertising, while Snap&#39;s vice president of sales for the Americas, Peter Naylor, will become Netflix&#39;s VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.</p><p><a href=\"https://laohu8.com/S/BBBY\">Bed Bath &amp; Beyond </a> – Bed Bath &amp; Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath &amp; Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.</p><p><a href=\"https://laohu8.com/S/PVH\">PVH </a> – PVH cut its full-year outlook and also announced it would cut &#34;people costs&#34; by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/HPE\">Hewlett Packard Enterprise </a> – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron&#39;s that the provider of networking equipment and services is seeing &#34;enduring demand.&#34; HPE shares rose 1.8% in premarket trading.</p><h2><b>Market News</b></h2><h3>Grab, Singtel Join Singapore’s Digital Bank Battle Next Week</h3><p><a href=\"https://laohu8.com/S/GRAB\">Grab Holdings Ltd.</a> and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.</p><p>Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.</p><h3>NetEase Acquires France’s Quantic Dream in Gaming Expansion</h3><p>China’s biggest games distributor after Tencent Holdings Ltd., <a href=\"https://laohu8.com/S/NTES\">NetEase</a> is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.</p><h3>Visa Says U.S. Payments Volume Climbed 11% Y/Y in August</h3><p><a href=\"https://laohu8.com/S/V\">Visa</a> said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.</p><p>Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.</p><h3>China&#39;s Tencent Music Entertainment Partners With Billboard</h3><p><a href=\"https://laohu8.com/S/TME\">Tencent Music Entertainment Group</a> inks a partnership with Billboard to highlight China&#39;s music industry and share Billboard&#39;s global content to TME&#39;s wide-ranging channels.</p><p>The partnership leverages company&#39;s leading technologies and Chinese music industry insights with Billboard&#39;s global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the world.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111259872","content_text":"U.S. stock index futures edged higher on Wednesday as technology and growth stocks snapped back, while investors waited for private payrolls data to gauge how fast the Federal Reserve will raise interest rates to tame decades-high inflation.Market SnapshotAt 8:00 a.m. ET, Dow e-minis were up 7 points, or 0.02%, S&P 500 e-minis were up 6.5 points, or 0.16%, and Nasdaq 100 e-minis were up 62.5 points, or 0.51%.Pre-Market MoversDesigner Brands – The footwear and accessories retailer reported better-than-expected profit and revenue for its latest quarter and raised its full-year outlook. Designer Brands added 1.8% in the premarket.Express  – The apparel retailer's shares slid 4.7% in premarket trading after its quarterly revenue missed estimates and it cut its full-year guidance. Express noted challenging economic conditions that worsened as the quarter progressed.Chewy  – Chewy slumped 12.6% in the premarket after cutting its full-year outlook. The pet products retailer reported a surprise profit for its latest quarter, but sales are lagging as prices rise and consumers focus pet spending on food and medications.HP Inc.  – HP Inc. shares tumbled 7.1% in premarket trading after quarterly earnings matched estimates and revenue missed forecasts. HP is the latest computer maker to report a slowdown in spending on electronics.CrowdStrike  – CrowdStrike reported better-than-expected quarterly profit and revenue, and the cybersecurity company also issued an upbeat forecast. CrowdStrike is seeing strong demand for cybersecurity software even in the face of a weakening economy.Snap  – Snap tumbled 7.2% in the premarket after losing two key executives to Netflix (NFLX). Chief business officer Jeremi Gorman will become the streaming service's president of worldwide advertising, while Snap's vice president of sales for the Americas, Peter Naylor, will become Netflix's VP of ad sales. The news follows a report in The Verge Tuesday that the social media company would lay off 20% of its workforce amid a slide in digital advertising.Bed Bath & Beyond  – Bed Bath & Beyond slumped 24% in premarket action after the housewares retailer filed to sell additional common shares in the future. Bed Bath & Beyond also provided an update on moves to shore up its finances, including commitments for more than $500 million in new financing.PVH  – PVH cut its full-year outlook and also announced it would cut \"people costs\" by about 10% by the end of 2023. The maker of the Tommy Hilfiger and Calvin Klein apparel brands said it is facing a challenging economic environment and hopes to save more than $100 million annually through the job cuts. PVH lost 3.7% in the premarket.Hewlett Packard Enterprise  – Hewlett Packard Enterprise posted results in line with Wall Street forecasts, even as IT business spending declines. CEO Antonio Neri told Barron's that the provider of networking equipment and services is seeing \"enduring demand.\" HPE shares rose 1.8% in premarket trading.Market NewsGrab, Singtel Join Singapore’s Digital Bank Battle Next WeekGrab Holdings Ltd. and Singapore Telecommunications Ltd. plan to roll out a banking app next week, joining tech giants in taking advantage of the country’s fintech liberalization.Called GXS, the bank will start by offering a savings account from Sept. 5 and envisions expanding into credit products over time. It will begin by targeting younger users and the gig economy workers that underpin Grab’s car-hailing and meal delivery services, according to a statement.NetEase Acquires France’s Quantic Dream in Gaming ExpansionChina’s biggest games distributor after Tencent Holdings Ltd., NetEase is stepping up the international expansion of its gaming business to counter economic and regulatory headwinds at home. With Quantic Dream, it secures its first studio in Europe and the developer of an upcoming game in the Star Wars franchise.Visa Says U.S. Payments Volume Climbed 11% Y/Y in AugustVisa said its U.S. payments volume in August increased 11% from a year ago, even after the company suspended its operations in Russia in March 2022, and was flat with July 2022.Credit payments volume increased 17% and debit volume rose 7% Y/Y, both up one point from July.China's Tencent Music Entertainment Partners With BillboardTencent Music Entertainment Group inks a partnership with Billboard to highlight China's music industry and share Billboard's global content to TME's wide-ranging channels.The partnership leverages company's leading technologies and Chinese music industry insights with Billboard's global brand authority, drawing on both domestic and international markets to promote the impact of Chinese music around the world.","news_type":1},"isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991850760,"gmtCreate":1660811073254,"gmtModify":1676536404004,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991850760","repostId":"1168196811","repostType":4,"repost":{"id":"1168196811","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":1660809974,"share":"https://ttm.financial/m/news/1168196811?lang=&edition=fundamental","pubTime":"2022-08-18 16:06","market":"us","language":"en","title":"Bed Bath & Beyond Stock Plunged 11% After Ryan Cohen Files to Unload Stake","url":"https://stock-news.laohu8.com/highlight/detail?id=1168196811","media":"Tiger Newspress","summary":"Bed Bath & Beyond stock plunged 11% in premarket trading after a top investor Ryan Cohen suggested h","content":"<html><head></head><body><p>Bed Bath &amp; Beyond stock plunged 11% in premarket trading after a top investor Ryan Cohen suggested he has soured on the stock.<img src=\"https://static.tigerbbs.com/ea3e4f0ac23c6aeb2d325ac83933b7f6\" tg-width=\"828\" tg-height=\"831\" width=\"100%\" height=\"auto\"/>Ryan Cohen’s RC Ventures said in a filing Tuesday with the US Securities and Exchange Commission that it might sell as much as 7.78 million shares of Bed Bath &amp; Beyond, along with some call options. RC is the retailer’s second-largest holder after BlackRock Inc., according to data compiled by Bloomberg, with an 11.8% stake as of April 21.</p><p>Bed Bath &amp; Beyond has risen more than 400% from a late-July low as retail investors embraced it. The company has fared less well on the fundamental side of things lately, dismissing former Chief Executive Officer Mark Tritton in June after another downbeat quarterly report.</p><p>Cohen had grown fed up with Tritton’s performance and pushed for his ouster, a person familiar with Cohen’s thinking said at the time, but continued to believe the company’s Buybuy Baby unit was a promising and undervalued asset. The filing suggests Cohen’s patience for a Bed Bath &amp; Beyond turnaround is wearing still thinner.</p><p>RC Ventures and Bed Bath &amp; Beyond didn’t immediately respond to requests for comment.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bed Bath & Beyond Stock Plunged 11% After Ryan Cohen Files to Unload Stake</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBed Bath & Beyond Stock Plunged 11% After Ryan Cohen Files to Unload Stake\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\">2022-08-18 16:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bed Bath &amp; Beyond stock plunged 11% in premarket trading after a top investor Ryan Cohen suggested he has soured on the stock.<img src=\"https://static.tigerbbs.com/ea3e4f0ac23c6aeb2d325ac83933b7f6\" tg-width=\"828\" tg-height=\"831\" width=\"100%\" height=\"auto\"/>Ryan Cohen’s RC Ventures said in a filing Tuesday with the US Securities and Exchange Commission that it might sell as much as 7.78 million shares of Bed Bath &amp; Beyond, along with some call options. RC is the retailer’s second-largest holder after BlackRock Inc., according to data compiled by Bloomberg, with an 11.8% stake as of April 21.</p><p>Bed Bath &amp; Beyond has risen more than 400% from a late-July low as retail investors embraced it. The company has fared less well on the fundamental side of things lately, dismissing former Chief Executive Officer Mark Tritton in June after another downbeat quarterly report.</p><p>Cohen had grown fed up with Tritton’s performance and pushed for his ouster, a person familiar with Cohen’s thinking said at the time, but continued to believe the company’s Buybuy Baby unit was a promising and undervalued asset. The filing suggests Cohen’s patience for a Bed Bath &amp; Beyond turnaround is wearing still thinner.</p><p>RC Ventures and Bed Bath &amp; Beyond didn’t immediately respond to requests for comment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BBBY":"3B家居"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168196811","content_text":"Bed Bath & Beyond stock plunged 11% in premarket trading after a top investor Ryan Cohen suggested he has soured on the stock.Ryan Cohen’s RC Ventures said in a filing Tuesday with the US Securities and Exchange Commission that it might sell as much as 7.78 million shares of Bed Bath & Beyond, along with some call options. RC is the retailer’s second-largest holder after BlackRock Inc., according to data compiled by Bloomberg, with an 11.8% stake as of April 21.Bed Bath & Beyond has risen more than 400% from a late-July low as retail investors embraced it. The company has fared less well on the fundamental side of things lately, dismissing former Chief Executive Officer Mark Tritton in June after another downbeat quarterly report.Cohen had grown fed up with Tritton’s performance and pushed for his ouster, a person familiar with Cohen’s thinking said at the time, but continued to believe the company’s Buybuy Baby unit was a promising and undervalued asset. The filing suggests Cohen’s patience for a Bed Bath & Beyond turnaround is wearing still thinner.RC Ventures and Bed Bath & Beyond didn’t immediately respond to requests for comment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914590,"gmtCreate":1660449007813,"gmtModify":1676533473053,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"Great article! I would like to share it.","listText":"Great article! I would like to share it.","text":"Great article! I would like to share it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914590","repostId":"2259170836","repostType":4,"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904056972,"gmtCreate":1659964807698,"gmtModify":1703476429504,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"thanks&nbsp;","listText":"thanks&nbsp;","text":"thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904056972","repostId":"1179326728","repostType":4,"repost":{"id":"1179326728","pubTimestamp":1659972660,"share":"https://ttm.financial/m/news/1179326728?lang=&edition=fundamental","pubTime":"2022-08-08 23:31","market":"us","language":"en","title":"7 Stocks to Avoid in a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1179326728","media":"InvestorPlace","summary":"While economic downturns bring opportunities for discount divers, it might be better to avoid these ","content":"<html><head></head><body><ul><li>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.</li><li><b>Toll Brothers</b>(<b><u>TOL</u></b>): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.</li><li><b>Zillow</b>(<b><u>Z</u></b>,<b><u>ZG</u></b>): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.</li><li><b>Vroom</b>(<b><u>VRM</u></b>): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.</li><li><b>Signet Jewelers</b>(<b><u>SIG</u></b>): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.</li><li><b>Macy’s</b>(<b><u>M</u></b>): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.</li><li><b>Ruth’s Hospitality Group</b>(<b><u>RUTH</u></b>): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.</li><li><b>Lindblad Expeditions</b>(<b><u>LIND</u></b>): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.</li></ul><p>With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.</p><p>During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.</p><p>While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Toll Brothers (TOL)</b></p><p>One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist <b>Toll Brothers</b>(NYSE:<b><u>TOL</u></b>). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.</p><p>The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.</p><p>While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.</p><p><b>Zillow (Z, ZG)</b></p><p>Although one of the beneficiaries of the initial dynamics associated with Covid-19, <b>Zillow</b>(NASDAQ:<b><u>Z</u></b>, NASDAQ:<b><u>ZG</u></b>) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.</p><p>As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.</p><p>In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Vroom (VRM)</b></p><p>During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer <b>Vroom</b>(NASDAQ:<b><u>VRM</u></b>).</p><p>On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.</p><p>Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.</p><p><b>Signet Jewelers (SIG)</b></p><p>Emblematic of the human desire for connection and socialization,<b>Signet Jewelers</b>(NYSE:<b><u>SIG</u></b>) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.</p><p>But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.</p><p>Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.</p><p><b>Stocks to Avoid in a Recession: Macy’s (M)</b></p><p>Based on the available evidence, department store icon <b>Macy’s</b>(NYSE:<b><u>M</u></b>) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from <b>Walmart</b>(NYSE:<b><u>WMT</u></b>). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:</p><blockquote>The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.</blockquote><p>Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.</p><p>Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.</p><p><b>Ruth’s Hospitality Group (RUTH)</b></p><p>Back when the Covid-19 crisis initially capsized the U.S. economy, <b>Ruth’s Hospitality Group</b>(NASDAQ:<b><u>RUTH</u></b>) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.</p><p>Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.</p><p>While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.</p><p><b>Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)</b></p><p>Specializing in unique vacation experiences, <b>Lindblad Expeditions</b>(NASDAQ:<b><u>LIND</u></b>) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.</p><p>Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.</p><p>However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.</p><p>Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.</p></body></html>","source":"lsy1606302653667","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Stocks to Avoid in a Recession</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\">\n7 Stocks to Avoid in a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question ...</p>\n\n<a href=\"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TOL":"托尔兄弟","M":"梅西百货","RUTH":"鲁斯集团","Z":"Zillow","LIND":"Lindblad Expeditions Holdings Inc","SIG":"西格内特珠宝","VRM":"Vroom, Inc."},"source_url":"https://investorplace.com/2022/08/stocks-to-avoid-in-a-recession/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179326728","content_text":"While economic downturns bring opportunities for discount divers, it might be better to avoid these stocks in a recession.Toll Brothers(TOL): Since big-ticket items are usually out of the question during recessions, homebuilding firm Toll Brothers would be incredibly suspect.Zillow(Z,ZG): With rising interest rates pressuring would-be homebuyers, now’s not the time to consider Zillow.Vroom(VRM): Although cars represent a necessity, Vroom’s premium on its delivery services makes VRM one of the worst stocks to buy in a recession.Signet Jewelers(SIG): With some evidence correlating economic downturns with reduced marriages, Signet Jewelers may be one of the worst stocks to buy in a recession.Macy’s(M): As inflation forces households to focus their spending on the essentials, department store giant Macy’s faces an uphill battle.Ruth’s Hospitality Group(RUTH): Economic downturns pose huge challenges for premium restaurants, hurting prospects for Ruth’s Hospitality Group.Lindblad Expeditions(LIND): With money tight during a recession, fewer people will seek exotic vacations, thus challenging Lindblad Expeditions.With recent indicators suggesting that the U.S. is in the middle of a downturn, interest regarding stocks to avoid in a recession has naturally picked up. Though contrarianism is an exciting concept, in many cases, it’s better not to fight the tape. Here, large-scale fundamentals along with common sense are your best friends.During the second quarter, the U.S. economy shrank by 0.9%, representing the second consecutive quarter where the economy has contracted. During Q1, the gross domestic product decreased at an annualized rate of 1.6%. Interestingly, while many analysts regard two quarters of back-to-back red ink as a recessionary slump, it’s not an official definition. Nevertheless, investors need to pay attention to the worst stocks to buy in a recession.While the non-profit, non-partisan National Bureau of Economic Research will make the official determination of a recession, investors shouldn’t wait for such confirmation. Instead, it’s best to think about protecting your portfolio right now. To help strategize your next moves, take some pieces off the board by being cognizant of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Toll Brothers (TOL)One of the easiest names to identify as a stock to avoid in a recession is homebuilding specialist Toll Brothers(NYSE:TOL). While people with means saw real estate as an intuitive opportunity last year during a monetary ecosystem of low interest rates, this year, the Federal Reserve’s commitment to attacking inflation with raised borrowing costs bodes poorly for TOL and similar investments.The cancellation rate among homebuilders reach 14.5% in June, implying a growing number of people concerned about higher interest rates and the impact they could have on economic viability. As if that news wasn’t bad enough, pending home sales slipped 20%in June versus a year earlier as soaring mortgage rates began taking a toll on Toll Brothers.While shares have moved up slightly in the trailing month, the momentum could be largely based on misguided contrarian trading. Fundamentally, higher borrowing costs don’t provide a favorable backdrop for homebuilders, making TOL one of the worst stocks to buy in a recession.Zillow (Z, ZG)Although one of the beneficiaries of the initial dynamics associated with Covid-19, Zillow(NASDAQ:Z, NASDAQ:ZG) – a technology-driven real estate marketplace firm – is now an embattled organization. On a year-to-date basis, shares of the company’s Class C stock slipped 45%. Zillow’s Class A shares didn’t fare much better, down over 43% during the same period.As with Toll Brothers above, the headwinds of higher interest rates and concerns about underlying economic stability represent major distractions for Zillow. Recently, the Federal Reserve lifted the benchmark interest rate by 75 basis points, essentially exacerbating the affordability crisis for prospective homebuyers. In addition, sellers who rushed into the arena may be stubborn about lowering prices, considering that they heard so many stories about buyers bidding up prices well above asking last year.In addition, the increasing number of layoffs– especially in the tech sector – suggests that even folks who have the money to participate in real estate are going to back off. If the economy stumbles, there will be better discounts to be had. Thus, Zillow is one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Vroom (VRM)During any period of economic pressure, purchases toward big-ticket items – homes, cars, boats – are incredibly suspect for obvious reasons. With money harder to come by during deflationary cycles, it’s irresponsible to open your wallet to an unnecessary magnitude. Therefore, this dynamic hurts the case for online used-car retailer Vroom(NASDAQ:VRM).On the other hand, people need cars. According to data cited by the World Economic Forum,76% of American commuters use their personal vehicles to move between home and work, making it the most popular mode of transportation in the U.S. By logical deduction, if the majority of employers recall their workers back to the office, demand for car wills likely increase.Therefore, I see both sides of the issue when it comes to the used-car segment. However, VRM is probably one of the worst stocks to buy in a recession because the underlying company must charge a premium for the convenience of delivery services. It’s one cost structure that traditional dealerships don’t have to bother with, making Vroom unfortunately uncompetitive.Signet Jewelers (SIG)Emblematic of the human desire for connection and socialization,Signet Jewelers(NYSE:SIG) may be an ideal choice for investors when underlying circumstances are bullish. Billed as the world’s largest retailer of diamond jewelry, Signet operates under various brands, like Kay Jewelers, Zales and Jared. When people feel good about their finances, they may be more inclined to pop the question to their future life partners.But what happens when economic circumstances sour? It’s a complicated issue. Some evidence indicates that as recessions materialize, both divorces and marriage proposals decline, eventually rising when the good times return. However, when it comes to divorces, recessions can both increase breakups due to rising stress and reduce them through exacerbating cost barriers.Again, it’s a complicated backdrop. But in my estimation, recessions aren’t great for family planning-related endeavors. Therefore, I would have to peg SIG as one of the worst stocks to buy in a recession.Stocks to Avoid in a Recession: Macy’s (M)Based on the available evidence, department store icon Macy’s(NYSE:M) is sadly one of the worst stocks to buy in a recession. Perhaps the best insight as to why comes from Walmart(NYSE:WMT). Recently, the CEO of the big-box retailer, Doug McMillon, had this to say about his company:The increasing levels of food and fuel inflation are affecting how consumers spend, and while we’ve made good progress clearing hardline categories, apparel in Walmart U.S. is requiring more markdown dollars. We’re now anticipating more pressure on general merchandise in the back half; however, we’re encouraged by the start we’re seeing on school supplies.Here’s why the above assessment is problematic for Macy’s and its ilk. Essentially, Walmart is saying that consumers are spending money on the essentials, such as education-related products. However, when it comes to discretionary items like apparel, Walmart is having trouble offloading them.Likely, this matter will be even more challenging for Macy’s, which usually deals with higher-end discretionary goods. Therefore, M is one of the worst stocks to buy in a recession.Ruth’s Hospitality Group (RUTH)Back when the Covid-19 crisis initially capsized the U.S. economy, Ruth’s Hospitality Group(NASDAQ:RUTH) – which owns Ruth’s Chris Steak House – suffered a catastrophic drop. With the pandemic forcing government agencies to temporarily shut down non-essential businesses, premium-level restaurateurs faced enormous competition.Part of the allure of going to a fancy restaurant is the social experience. Therefore, when various jurisdictions relaxed Covid protocols, RUTH rebounded. However, as inflation rises and economic anxieties mount, investors are starting to have a dim view on the company. Since the start of the year, RUTH is down nearly 9%.While it’s difficult to say with absolute certainty that RUTH is one of the worst stocks to buy in a recession, some evidence suggests that the eateries sector will experience a“trade-down market” effect. Basically, consumers will spend down a level or two, making the higher-priced restaurants struggle.Stocks to Avoid in a Recession: Lindblad Expeditions (LIND)Specializing in unique vacation experiences, Lindblad Expeditions(NASDAQ:LIND) facilitates trips to Antarctica and other extreme bucket list destinations. However, with money getting tight, LIND may be one of the worst stocks to buy in a recession.Indeed, there’s an argument to be made that Lindblad is a value trap. Sure, LIND may be down more than 45% YTD, initially attracting discount divers to the mix. In addition, certain financial performance metrics – such as growth in the first quarter of this year being nearly 38x – seemingly justify the positive speculation.However, Q1’s extraordinary year-over-year growth rate only happened because in the year-ago quarter, sales were only $1.8 million. Further, on a trailing-12-month basis, the revenue tally of $213.2 million is significantly below the run rate seen in 2018 and 2019, which averaged $326.4 million.Should economic challenges rise, the expenses associated with Lindblad-facilitated vacations will probably be too much for most consumers to handle.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904058741,"gmtCreate":1659964782786,"gmtModify":1703476429337,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904058741","repostId":"1108399916","repostType":4,"repost":{"id":"1108399916","pubTimestamp":1659962756,"share":"https://ttm.financial/m/news/1108399916?lang=&edition=fundamental","pubTime":"2022-08-08 20:45","market":"us","language":"en","title":"Apple, Microsoft, Palo Alto Are Wedbush's Top Tech Picks Going Into Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1108399916","media":"Seeking Alpha","summary":"Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT) and Palo Alto Networks (NASDAQ:PANW) are investment fir","content":"<html><head></head><body><p>Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT) and Palo Alto Networks (NASDAQ:PANW) are investment firm Wedbush Securities&#39; three top tech stock picks going into the end of the year.</p><p>Analyst Dan Ives, who has an outperform rating on all three companies, noted that as the second-quarter earnings season comes to an end, the tech sector performed &#34;much better than feared,&#34; calling it a &#34;major victory for the tech bulls,&#34; citing strength in enterprise spending, cloud budgets, consumer product demand and even digital advertising.</p><p>&#34;FAANG tech stalwarts and Redmond had solid earnings heard around the world (and the Street) as this key barometer of consumer and enterprise spending was a core catalyst for tech stocks in the green over the past month,&#34; Ives wrote in a note to clients.</p><p>However, Ives added that it is going to continue to be a bifurcated industry moving forward, with companies such as Snap (SNAP), ServiceNow (NOW) and others that see &#34;incremental headwinds.&#34; He added that smaller tech companies with less stable business models will struggle over the next several quarters, but that is not going to stop what he calls &#34;the 4th industrial revolution&#34; and companies like Microsoft (MSFT), Apple (AAPL) and Palo Alto (PANW) are poised to benefit.</p><p>For Apple (AAPL), the issues related to China and the supply chain look to have peaked and the focus is now on iPhone 14 production and demand ahead of a likely September launch.</p><p>According to a Monday report from Taiwan&#39;s United Daily News, Apple (AAPL) has told iPhone 14 suppliers to boost production to 95M units, up from 90M.</p><p>Ives added that as many as 225M customers have not upgraded their iPhone in 3.5 years, &#34;creating a strong pent-up demand story with iPhone 14 despite the darkening global macro backdrop.&#34;</p><p>Concerning Microsoft (MSFT), Ives believes that the growth trajectory of its Azure cloud computing platform going into fiscal 2023 &#34;remains strong&#34; and the company is still &#34;in the middle innings&#34; of transforming workloads to be on the cloud.</p><p>Palo Alto Networks (PANW) is expected to see a &#34;massive tailwind&#34; as it continues to shift to the cloud, with Ives noting it is &#34;in the right spot at the right time&#34; to benefit from this multi-year shift.</p><p>Some analysts have wondered whether advertising might be Apple&#39;s (AAPL)next big growth opportunity as it looks to boost its Services revenue.</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\" 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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\">\nApple, Microsoft, Palo Alto Are Wedbush's Top Tech Picks Going Into Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-08 20:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3868672-apple-microsoft-palo-alto-are-wedbushs-top-tech-picks-going-into-year-end?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT) and Palo Alto Networks (NASDAQ:PANW) are investment firm Wedbush Securities' three top tech stock picks going into the end of the year.Analyst Dan Ives, ...</p>\n\n<a href=\"https://seekingalpha.com/news/3868672-apple-microsoft-palo-alto-are-wedbushs-top-tech-picks-going-into-year-end?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PANW":"Palo Alto Networks","MSFT":"微软","AAPL":"苹果"},"source_url":"https://seekingalpha.com/news/3868672-apple-microsoft-palo-alto-are-wedbushs-top-tech-picks-going-into-year-end?source=content_type%3Areact%7Cfirst_level_url%3Ahome%7Csection%3Aportfolio%7Csection_asset%3Aheadlines%7Cline%3A7","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108399916","content_text":"Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT) and Palo Alto Networks (NASDAQ:PANW) are investment firm Wedbush Securities' three top tech stock picks going into the end of the year.Analyst Dan Ives, who has an outperform rating on all three companies, noted that as the second-quarter earnings season comes to an end, the tech sector performed \"much better than feared,\" calling it a \"major victory for the tech bulls,\" citing strength in enterprise spending, cloud budgets, consumer product demand and even digital advertising.\"FAANG tech stalwarts and Redmond had solid earnings heard around the world (and the Street) as this key barometer of consumer and enterprise spending was a core catalyst for tech stocks in the green over the past month,\" Ives wrote in a note to clients.However, Ives added that it is going to continue to be a bifurcated industry moving forward, with companies such as Snap (SNAP), ServiceNow (NOW) and others that see \"incremental headwinds.\" He added that smaller tech companies with less stable business models will struggle over the next several quarters, but that is not going to stop what he calls \"the 4th industrial revolution\" and companies like Microsoft (MSFT), Apple (AAPL) and Palo Alto (PANW) are poised to benefit.For Apple (AAPL), the issues related to China and the supply chain look to have peaked and the focus is now on iPhone 14 production and demand ahead of a likely September launch.According to a Monday report from Taiwan's United Daily News, Apple (AAPL) has told iPhone 14 suppliers to boost production to 95M units, up from 90M.Ives added that as many as 225M customers have not upgraded their iPhone in 3.5 years, \"creating a strong pent-up demand story with iPhone 14 despite the darkening global macro backdrop.\"Concerning Microsoft (MSFT), Ives believes that the growth trajectory of its Azure cloud computing platform going into fiscal 2023 \"remains strong\" and the company is still \"in the middle innings\" of transforming workloads to be on the cloud.Palo Alto Networks (PANW) is expected to see a \"massive tailwind\" as it continues to shift to the cloud, with Ives noting it is \"in the right spot at the right time\" to benefit from this multi-year shift.Some analysts have wondered whether advertising might be Apple's (AAPL)next big growth opportunity as it looks to boost its Services revenue.","news_type":1},"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9987782185,"gmtCreate":1667996798547,"gmtModify":1676537996101,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9987782185","repostId":"1157692624","repostType":4,"repost":{"id":"1157692624","pubTimestamp":1668008277,"share":"https://ttm.financial/m/news/1157692624?lang=&edition=fundamental","pubTime":"2022-11-09 23:37","market":"us","language":"en","title":"Even At The 12-Month Low, Tesla Is Not A Compelling Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1157692624","media":"Seeking Alpha","summary":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>TSLA is trading at 12-month lows.</li><li>Rising interest rates, Q3&#39;s revenue miss, and slowing sales in China are immediate concerns.</li><li>The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.</li><li>The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.</li><li>The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.</li></ul><p>Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).</p><p><img src=\"https://static.tigerbbs.com/ed96ee922a9178151466be6bb913196e\" tg-width=\"1280\" tg-height=\"382\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>12-Month price history and basic statistics for TSLA above.</p><p>Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.</p><p>The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.</p><p><img src=\"https://static.tigerbbs.com/bddbc4100fa6280bf6fcc0ef8b86d03a\" tg-width=\"1280\" tg-height=\"418\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Trailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.</p><p>Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.</p><p>I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&amp;P 500 (not including dividends).</p><p><img src=\"https://static.tigerbbs.com/1c08822d1f3055ab12bf6e9e8a7ea386\" tg-width=\"1280\" tg-height=\"186\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Previous analysis of TSLA and subsequent performance vs. the S&amp;P 500 above.</p><p>For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.</p><p>With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.</p><p><b>Wall Street Consensus Outlook for TSLA</b></p><p>ETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).</p><p><img src=\"https://static.tigerbbs.com/615c8d0e04e8918e25b7385e2bad7c26\" tg-width=\"1280\" tg-height=\"855\" referrerpolicy=\"no-referrer\"/></p><p>ETrade</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.</p><p><img src=\"https://static.tigerbbs.com/797d6141699490e50d24fb2784e632e1\" tg-width=\"1280\" tg-height=\"882\" referrerpolicy=\"no-referrer\"/></p><p>Seeking Alpha</p><p>Wall Street analyst consensus rating and 12-month price target for TSLA above.</p><p>In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.</p><p><b>Market-Implied Outlook for TSLA</b></p><p>I have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.</p><p>The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.</p><p><img src=\"https://static.tigerbbs.com/44f689bc8494e22307e8401f8fcc1ac2\" tg-width=\"966\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.</p><p>The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.</p><p>To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).</p><p><img src=\"https://static.tigerbbs.com/67eb2da8e00a45afb6a60092265c1c8c\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.</p><p>Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.</p><p>The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).</p><p><img src=\"https://static.tigerbbs.com/6f17528781a49f411c10295d132d77cf\" tg-width=\"897\" tg-height=\"557\" referrerpolicy=\"no-referrer\"/></p><p>Geoff Considine</p><p>Market-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.</p><p>The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.</p><p><b>Summary</b></p><p>Tesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.</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>Even At The 12-Month Low, Tesla Is Not A Compelling Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEven At The 12-Month Low, Tesla Is Not A Compelling Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-09 23:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month...</p>\n\n<a href=\"https://seekingalpha.com/article/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low\">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/4555040-tesla-stock-not-compelling-buy-even-at-12-month-low","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157692624","content_text":"SummaryTSLA is trading at 12-month lows.Rising interest rates, Q3's revenue miss, and slowing sales in China are immediate concerns.The Wall Street consensus rating is a buy, with a consensus 12-month price target that is about 50% above the current share price.The very high dispersion in the individual analyst price targets reduces confidence in the meaningfulness of the consensus.The market-implied outlook (calculated from options prices) is slightly bullish through the end of 2022, but bearish to mid-2023.Shares of Tesla (NASDAQ: TSLA) have fallen by 15% from the closing price on October 31st and are down 51.6% from the 12-month high closing price of $399.93 on January 3rd. The shares are currently trading at 12-month lows. The drop in the share price since the end of October is largely attributable to declining vehicle sales in China for October, with the company cutting the prices of the Model 3 and Model Y by 9% to maintain demand. The market response to the China news was probably exacerbated by growing concerns after TSLA’s revenue miss for Q3(reported on October 19th).Seeking Alpha12-Month price history and basic statistics for TSLA above.Tesla’s valuation depends on continued rapid growth in revenues and earnings. This fact makes the share value quite sensitive to changes in interest rates. The theoretical value of a stock is the net present value of future earnings. The further into the future that these earnings are expected, the larger the compounded impact of increasing the discount rate, which depends on current interest rates. Rising interest rates are one of the factors driving TSLA down.The prevailing view among Wall Street analysts is that TSLA can maintain recent years’ incredibly rapid growth rates. The consensus for the rate of EPS growth over the next 3 to 5 years is 31.6% per year. If the company fails to deliver earnings in line with this outlook, the share valuation is likely to decline.ETradeTrailing (3 years) and estimated future quarterly EPS for TSLA. Green (red) values are amounts by which EPS beat (missed) the consensus expected EPS above.Tesla has generated growth rates that amply demonstrate the company’s exceptionalism. TSLA’s YoY revenue growth rate is59.8%, as compared to 4.5% for Toyota (TM), 6.6% for Mercedes-Benz Group (OTCPK: MBGAF), 12.4% for General Motors (GM), and 12.7% for Ford (F). TSLA also has gross profit margins that are higher than those of these competing firms. Given the massive difference in scale of production, TSLA’s higher profit margins are impressive. The question for investors is whether the current share valuation makes sense, given that this valuation is sensitive to interest rates and depends on maintaining heroic growth rates.I last wrote about TSLA on May 25, 2022, about 5 ½ months ago, and I maintained a sell rating on the shares. At that time, the Wall Street consensus rating on TSLA was a buy and the consensus 12-month price target was almost 50% above the share price. One red flag from the analyst outlooks was the extremely high dispersion among the individual price targets. Research has shown that the consensus price target is a meaningful predictor only when the spread in individual price targets is quite low. In fact, a consensus price target that implies a high return is actually a bearish indicator when the spread in the individual price targets is high. The valuation, then as now, was a concern and required incredible growth rates to be justified. I also noted that rising interest rates put downward pressure on the shares. I also looked at the market-implied outlook, a probabilistic price forecast that represents the consensus view from the options market. The market-implied outlook to mid-January of 2023 was substantially bearish. In the 5 ½ months since this post, TSLA has returned -13.3% vs. -4.26% for the S&P 500 (not including dividends).Seeking AlphaPrevious analysis of TSLA and subsequent performance vs. the S&P 500 above.For readers who are unfamiliar with the market-implied outlook, a brief explanation is needed. The price of an option on a stock is largely determined by the market’s consensus estimate of the probability that the stock price will rise above (call option) or fall below (put option) a specific level (the option strike price) between now and when the option expires. By analyzing the prices of call and put options at a range of strike prices, all with the same expiration date, it is possible to calculate a probabilistic price forecast that reconciles the options prices. This is the market-implied outlook. For a deeper explanation and background, I recommend this monograph published by the CFA Institute.With TSLA trading at 12-month lows, I have calculated updated market-implied outlooks and I have compared these with the Wall Street consensus outlook in revisiting my rating.Wall Street Consensus Outlook for TSLAETrade calculates the Wall Street consensus outlook for TSLA using price targets and ratings from 29 ranked analysts who have published their views over the past 3 months. The consensus rating is a buy and the consensus 12-month price targets is 57.7% above the current share price. As in my post from May, there is an enormous spread among the individual price targets. As a rule of thumb, I discount the consensus price target when the ratio of the highest to lowest price target is greater than 2. In this case, the ratio is 10.4 ($760 / $73).ETradeWall Street analyst consensus rating and 12-month price target for TSLA above.Seeking Alpha’s version of the Wall Street consensus outlook is calculated using the views of 35 analysts who have published ratings and price targets within the last 90 days. The consensus rating is a buy and the consensus 12-month price target is 47.2% above the current share price. I don’t put much weight on this number, however, because of the very large spread among the individual price targets.Seeking AlphaWall Street analyst consensus rating and 12-month price target for TSLA above.In the current results, as in my previous posts on TSLA in May of 2022 and in April of 2021, the spread among the individual analyst price targets is extremely high. This, in turn, suggests that the consensus outlook is unlikely to have predictive value. The consensus price target that is about 50% above the current share price, along with the large spread in individual price targets, may actually be a bearish indicator.Market-Implied Outlook for TSLAI have calculated the market-implied outlook for TSLA for the 2.4-month period from now until January 20, 2023 and for the 7.2-month period from now until June 16, 2023, using the prices of call and put options that expire on these dates. I selected these two expiration dates to provide a view through the end of 2022 and to the middle of 2023. In addition, options with expiration dates in January and June tend to be highly traded, increasing the confidence in the representativeness of the market-implied outlook.The standard presentation of the market-implied outlook is a probability distribution of price return, with probability on the vertical axis and return on the horizontal.Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023, above.The market-implied outlook to mid-January of 2023 is very symmetric, with probabilities of positive returns that are very close to those for negative returns of the same magnitude. The expected volatility calculated from this outlook is 62% (annualized). For comparison, ETrade calculates a 59% implied volatility for the January options.To make it easier to compare the relative probabilities of positive and negative returns, I rotate the negative return side of the distribution about the vertical axis (see chart below).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 2.4-month period from now until January 20, 2023. The negative return side of the distribution has been rotated about the vertical axis above.This view shows just how closely the probabilities of positive and negative returns match up, across the entire range of possible outcomes (the solid blue line and the dashed red line are basically on top of one another). These results indicate a neutral outlook for the next 2.4 months.Theory indicates that the market-implied outlook is expected to have a negative bias because investors, in aggregate, are risk averse and thus tend to pay more than fair value for downside protection. There is no way to measure the magnitude of this bias, or whether it is even present, however. The expectation of a negative bias shifts what would otherwise look like a neutral outlook to a slightly bullish view.The market-implied outlook for the 7.2-month period from now until June 16, 2023 has probabilities of negative returns that are consistently higher than those for positive returns, across a wide range of possible outcomes (the dashed red line is consistently above the solid blue line over the left ⅔ of the chart below). The maximum probability corresponds to a price return of -21%. Even with consideration of a potential negative bias, I interpret this outlook as bearish. The expected volatility calculated from this distribution is 63% (annualized).Geoff ConsidineMarket-implied price return probabilities for TSLA for the 7.2-month period from now until June 16, 2023. The negative return side of the distribution has been rotated about the vertical axis above.The market-implied outlook for TSLA is very slightly bullish to mid-January of 2023, but bearish from now until mid-June of 2023. This suggests that TSLA may have gotten a bit oversold in the current sell-off, so a bounce in the next couple of months would not be a surprise. Over the longer-term, however, the outlook is somewhat bearish. In my analysis in late May, the 7.9-month outlook to January 20, 2023 was much more bearish than the current 7.2-month outlook to June of 2023. The expected volatility calculated in late May, 74%, was notably higher than the current estimation for expected volatility. The current outlook to the middle of 2023 is bearish, with high volatility, but the probability of large declines in the share price is lower than it was in late May.SummaryTesla has generated exceptional revenue growth in recent years, justifying a substantial premium on the share price as compared to other auto manufacturers and many successful tech companies, as well. That said, the value of a share of TSLA should be quite sensitive to prevailing interest rates as well as any shortfalls in the growth trajectory. With substantial gains in interest rates in 2022, along with concerns about slowing sales growth in China and Q3’s revenue miss, how does one evaluate TSLA? The Wall Street consensus outlook is of limited value because there is such a high level of disagreement between the analysts who follow the company. The consensus rating is a buy and the consensus 12-month price target implies a gain of around 50% from current levels, but I have little confidence in the usefulness of these metrics. If anything, the high consensus price target with high dispersion in the individual price targets is a somewhat bearish indicator. The market-implied outlook for TSLA is slightly bullish to mid-January of 2023 but moderately bearish to the middle of 2023. I am maintaining my sell rating on TSLA, although there is decent potential for some price recovery through the end of this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914145,"gmtCreate":1660448986690,"gmtModify":1676533473044,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914145","repostId":"1110057750","repostType":4,"repost":{"id":"1110057750","pubTimestamp":1660446286,"share":"https://ttm.financial/m/news/1110057750?lang=&edition=fundamental","pubTime":"2022-08-14 11:04","market":"us","language":"en","title":"Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger","url":"https://stock-news.laohu8.com/highlight/detail?id=1110057750","media":"seekingalpha","summary":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to fo","content":"<html><head></head><body><p>Summary</p><ul><li>I explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank&#39;s CEO, Masayoshi Son.</li><li>Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.</li><li>Investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved.</li><li>Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.</li><li>The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</li></ul><p>Introduction &amp; Thesis</p><p>On March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son&#39;s plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank&#39;s businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company&#39;s shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:</p><p><img src=\"https://static.tigerbbs.com/96b0ceefb3d3bed3af27a07fdd9d3a81\" tg-width=\"635\" tg-height=\"450\" referrerpolicy=\"no-referrer\"/>Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).</p><p>As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China&#39;s GDP growth slowdown and housing crisis). The pressure on BABA&#39;s quotes is likely to continue due to these two factors, and Softbank&#39;s sale of forward contracts for such a large amount may add to the headwinds for shareholders.</p><p>Masayoshi Son vs. Charlie Munger</p><p>One of the most frequently cited arguments for buying BABA after its phenomenal &gt;50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).</p><p>In my subjective opinion, a 50% reduction of BABA&#39;s position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger&#39;s capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.</p><p>Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):</p><blockquote>When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: &#34;<i>We don’t invest in kleptocracies.</i>&#34; One investor famously declared after the market’s meltdown in 1998: &#34;I’d rather eat nuclear waste than invest in Russia.&#34;</blockquote><blockquote>[Source]</blockquote><p>If you have been buying BABA solely on Munger&#39;s moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:</p><p><img src=\"https://static.tigerbbs.com/f172b8f0ac1e4673cf5741f21754470d\" tg-width=\"640\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/><b>Important note:</b>the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.</p><p>I think the risks of investing in the Chinese market are becoming more evident every year. While the country&#39;s GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country&#39;s overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).</p><blockquote>As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.</blockquote><blockquote>The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China&#39;s population down to 587 million in 2100, less than half of what it is today.</blockquote><blockquote>[Source]</blockquote><p>The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.</p><p>Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.</p><p>Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China&#39;s tech sector.</p><blockquote>&#34;I strongly believe that China&#39;s AI technology and business model will continue to innovate,&#34; Son said in a news conference. &#34;However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.&#34;</blockquote><blockquote>[Source]</blockquote><p>A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.</p><p>This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.</p><p>The company&#39;s financial profile doesn&#39;t help</p><p>The low multiples that made BABA&#39;s stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:</p><p><img src=\"https://static.tigerbbs.com/a100fa0a41ade258d26db19f27c2313b\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.</p><p><img src=\"https://static.tigerbbs.com/ceb0944814657934f262b18db7db4ec2\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha&#39;s factor grade system changed the valuation metric in a negative direction for the company:</p><p>Readers will rightly wonder why the &#34;Profitability&#34; criterion is still rated &#34;A+&#34; against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company&#39;s cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:</p><p><img src=\"https://static.tigerbbs.com/9f0ad942e9b19cfbee3de08d1b1b2009\" tg-width=\"640\" tg-height=\"430\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/98d0b575ede1cd3f09a1e124dd313777\" tg-width=\"360\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/>Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:</p><p><img src=\"https://static.tigerbbs.com/e33ef5864117b63096db2166e004e764\" tg-width=\"594\" tg-height=\"557\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.</p><p>Of course, I could be wrong and the listing of BABA&#39;s shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it&#39;s not entirely clear what U.S. investors with their ADRs will actually get out of it.</p><p>From this, I conclude that investors shouldn&#39;t be fooled by Alibaba&#39;s &#34;low multiples&#34; but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Stock: Follow Masayoshi Son, Not Charlie Munger</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 Stock: Follow Masayoshi Son, Not Charlie Munger\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to ...</p>\n\n<a href=\"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4533003-alibaba-stock-follow-masayoshi-son-not-charlie-munger?source=apple_sign_in&source=apple_sign_in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1110057750","content_text":"SummaryI explain why investors should not repeat the mistakes of Charlie Munger - it is better to follow Softbank's CEO, Masayoshi Son.Mr. Son has decided to reduce his stake in Alibaba from 23.7% to 14.6% - in my opinion, this may create headwinds for BABA in the medium term.Investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved.Based on a fairly optimistic DCF model, there is a downside of 14% for Alibaba stock.The desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.Introduction & ThesisOn March 24, 2020, Bloomberg wrote about Softbank CEO Masayoshi Son's plans to sell $14 billion worth of Alibaba shares (NYSE:BABA) to shore up the bank's businesses, which had been battered by the coronavirus pandemic. This was not the first news of attempts by Masayoshi Son, who was one of the first investors in BABA in 2000, to get rid of the company's shares - according to a press release from the bank, derivative tradeshave been made since 2016. However, $14 billion in 2020 was quite a large amount, and in the medium term, BABA shares began to correct more than the main benchmarks:Now we see that Softbank faced the problem of deflating the bubble in high-growth companies after the Corona crisis, and will now further reduce its stake in Alibaba stock (from the current 23.7% to 14.6% after settling $34 billion in prepaid forward contracts).As from the very beginning of my coverage of Alibaba stock here on Seeking Alpha, I still believe that investors should not follow on the heels of Charlie Munger - there are too many risks in buying this stock, both geopolitical (U.S.-China tensions, Taiwan) and economic (China's GDP growth slowdown and housing crisis). The pressure on BABA's quotes is likely to continue due to these two factors, and Softbank's sale of forward contracts for such a large amount may add to the headwinds for shareholders.Masayoshi Son vs. Charlie MungerOne of the most frequently cited arguments for buying BABA after its phenomenal >50% off high dip is the fact that one of the most famous Western investors, Charlie Munger, bought and held the stock. According to the 13-F filings by his Daily Journal Corp, the 98-year-old investor began buying BABA in the first quarter of 2021 and gradually increased his position throughout 2021 (from 165,320 shares in the first quarter to 602,060 shares in the fourth quarter) until he decided to sell half of the position in the first quarter of 2022 and has not touched BABA since (which is interpreted by some as a bullish sign).In my subjective opinion, a 50% reduction of BABA's position in Daily Journal Corp. in the first quarter is already a sign of Mr. Munger's capitulation, as this act is not typical of his position in BofA (BAC) or Wells Fargo (WFC) - compare the position size as of the last reporting date [link above] with the portfolio at the end of 2013 to see for yourself.Concerning the unchanged amount of BABA shares in the last reporting quarter, it should be noted that other positions have also remained unchanged - Munger has simply decided not to buy or sell anything. The great investor of the 20th century will likely continue to get rid of his position in Alibaba stock, in my view, if the risks in China escalate. Remember what he said about Russian stocks many years ago (emphasis added):When asked about Russia, Charlie Munger, Warren Buffett’s partner at Berkshire Hathaway (BRK.A) (BRK.B), harrumphed: \"We don’t invest in kleptocracies.\" One investor famously declared after the market’s meltdown in 1998: \"I’d rather eat nuclear waste than invest in Russia.\"[Source]If you have been buying BABA solely on Munger's moves, then I must warn you: if you look at the performance of his Daily Journal Corp [based on Fintel data from 13-Fs], he has not been able to boast of excessive returns for many years:Important note:the reported value (RV) above should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.However, RV depletion is also an important criterion to consider.I think the risks of investing in the Chinese market are becoming more evident every year. While the country's GDP grew 6-10% annually from the early 1990s until the pandemic began, these risks were ignored by many Western investors. We saw it even more positively when the Chinese GDP began to recover sharply after the 2020 lockdowns. Now, however, the prospects for similar growth rates are vague, as the real estate market, which has largely allowed China to report huge GDP growth rates in the past, is highly leveraged and in crisis, and the country's overall population is likely to start shrinking due to the low birth rate (which largely precludes the growth of the economy extensively).As recently as 2019 the China Academy of Social Sciences expected the population to peak in 2029, at 1.44 billion. The 2019 United Nations Population Prospects report expected the peak later still, in 2031-32, at 1.46 billion.The Shanghai Academy of Social Sciences team predicts an annual average decline of 1.1% after 2021, pushing China's population down to 587 million in 2100, less than half of what it is today.[Source]The accumulated problems of the Chinese regime drive Xi to continue trying to expand his sole power, because at first glance it seems more reliable to keep everything in one hand. Given the level of corruption in the country, we are dealing with a kleptocratic state - the reason why Munger avoided investing in Russia after 1998.Aside from Masayoshi Son being forced to sell his shares in Alibaba, I think Softbank would have dumped its high stake in the company anyway, feeling the pressure from the Communist Party.Exactly one year ago, Nikkei Asia published an article citing Son as to how he sees the pressure on China's tech sector.\"I strongly believe that China's AI technology and business model will continue to innovate,\" Son said in a news conference. \"However, in investment activities, various new regulations have begun, so I want to wait and see what kind of regulations are implemented and what kind of impact they have on the stock market.\"[Source]A year later, he waited, looked around, and decided to reduce his stake in Alibaba from 23.7% to 14.6%.This is a smart move that is not about flooding the market with shares all at once - under the terms of the forward contract, Mr. Son will have the right to buy back his BABA shares. However, it is unlikely that he will do so - in any case, we have not seen this happen since 2016. So, in the coming months, there will be a greater supply of Alibaba shares on the market, which will put additional pressure on prices against the backdrop of geopolitical and macroeconomic risks specific to China.The company's financial profile doesn't helpThe low multiples that made BABA's stock seem undervalued compared to U.S. tech giants have gotten even lower over the past six months - in line with the stock price:However, it turned out that this underestimation was evidence of the value trap - the slowdown in economic growth and regulatory problems were making themselves felt. Margins continued their downward trend, and the ratio of EBITDA to sales did not return to the level seen before COVID.Sales and earnings growth did not improve as investors expected, so the denominators for most valuation metrics became smaller than the numerators - Seeking Alpha's factor grade system changed the valuation metric in a negative direction for the company:Readers will rightly wonder why the \"Profitability\" criterion is still rated \"A+\" against a backdrop of declining business margins and less than stellar ROE / ROA / ROIC indicators. The answer to this question lies in the elements of this criterion - the company's cash flow from operations (CFO) is the only reason for this superiority over the rest of the sector:Indeed, in the Internet and direct marketing retail industry, of which Alibaba is a part, only 58.62% of companies have a positive CFO. Such companies have a CFO to TTM ratio of 7% (median), while BABA has a similar ratio of 17%, making it a true cash cow. However, for a cash cow, the margin of safety of BABA is highly controversial in terms of DCF modeling:Even with a fairly optimistic discount rate (10% is low given the risks for the Chinese tech giant) and a very generous assumption of a 15% growth rate over the next 10 years (which is already not the case), there is a downside of 14%, even when adding the tangible book value to the final share price.Of course, I could be wrong and the listing of BABA's shares on the Hong Kong Stock Exchange will create additional demand from investors in mainland China, but it's not entirely clear what U.S. investors with their ADRs will actually get out of it.From this, I conclude that investors shouldn't be fooled by Alibaba's \"low multiples\" but to take a broader look at this company and consider all the risks involved. Then, the desire to follow the example of Masayoshi Son rather than Charlie Munger seems more logical to me.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981408886,"gmtCreate":1666576335645,"gmtModify":1676537769997,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9981408886","repostId":"1134204091","repostType":4,"repost":{"id":"1134204091","pubTimestamp":1666573042,"share":"https://ttm.financial/m/news/1134204091?lang=&edition=fundamental","pubTime":"2022-10-24 08:57","market":"us","language":"en","title":"Snap Stock Slumps; Is Now the Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=1134204091","media":"TipRanks","summary":"Story HighlightsSnap stock has lost substantial value this year. Despite the massive correction, the","content":"<div>\n<p>Story HighlightsSnap stock has lost substantial value this year. Despite the massive correction, the ongoing headwinds impacting marketing spend could limit the recovery.If you bought Snap (NYSE: SNAP...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snap-nysesnap-stock-slumps-is-now-the-time-to-buy\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Snap Stock Slumps; Is Now the Time to Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSnap Stock Slumps; Is Now the Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-24 08:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/snap-nysesnap-stock-slumps-is-now-the-time-to-buy><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsSnap stock has lost substantial value this year. Despite the massive correction, the ongoing headwinds impacting marketing spend could limit the recovery.If you bought Snap (NYSE: SNAP...</p>\n\n<a href=\"https://www.tipranks.com/news/article/snap-nysesnap-stock-slumps-is-now-the-time-to-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"https://www.tipranks.com/news/article/snap-nysesnap-stock-slumps-is-now-the-time-to-buy","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134204091","content_text":"Story HighlightsSnap stock has lost substantial value this year. Despite the massive correction, the ongoing headwinds impacting marketing spend could limit the recovery.If you bought Snap (NYSE: SNAP) stock at the beginning of this year, you are probably sitting on hefty losses. Shares of this camera and social media company have plunged over 83% year-to-date. Meanwhile, it is down about 27% in after-hours of trading following the Q3 earnings result on October 20. While the massive decline in Snap stock presents a buying opportunity, the ongoing headwinds could continue to stall the recovery.Snap’s revenue growth is decelerating (down from 38% registered in Q1 to 6% growth in Q3). Meanwhile, the macroeconomic slowdown and declining marketing budgets suggest that SNAP stock could remain pressured in the short term.In a letter to shareholders, Snap said that its advertising partners are reducing spending on marketing amid a tough operating environment and input cost pressure. Further, policy changes related to ad measurement and increased competition are likely to weigh on Snap’s financial performance and restrict the recovery of its stock.Citing uncertainties, Snap’s management didn’t provide guidance for revenue and EBITDA for the fourth quarter. Following the earnings, Piper Sandler analyst Thomas Champion cut his price target to $9 from $12. He expects further deterioration in ad demand, implying challenges for SNAP stock.Is Snap a Buy or Hold?On TipRanks, Snap stock has a Hold consensus rating based on nine Buy, 22 Hold, and two Sell recommendations. Further, its average price target of $13.93 implies a 29.1% upside potential.SNAP stock has negative indicators from hedge funds and insiders. Hedge funds sold 23.1M SNAP stock last quarter. Meanwhile, insiders sold SNAP stock worth $2.7M.Overall, SNAP stock has the lowest Smart Score of one out of 10 on TipRanks, implying it is likely to underperform the broader market averages.","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9933352454,"gmtCreate":1662245990278,"gmtModify":1676537021391,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9933352454","repostId":"1184784977","repostType":4,"repost":{"id":"1184784977","pubTimestamp":1662174038,"share":"https://ttm.financial/m/news/1184784977?lang=&edition=fundamental","pubTime":"2022-09-03 11:00","market":"us","language":"en","title":"September May Bring The S&P 500 Back To Its June Lows","url":"https://stock-news.laohu8.com/highlight/detail?id=1184784977","media":"Seeking Alpha","summary":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeti","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The S&amp;P 500 has fallen sharply in recent days, as the dovish pivot has vanished.</li><li>An FOMC meeting and a slew of economic data will make September very volatile.</li><li>Rising rates and uncertainty could put the June lows in play.</li></ul><p>Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.</p><p>Today&#39;s job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.</p><p>The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn&#39;t rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.</p><p><img src=\"https://static.tigerbbs.com/b84ce593ffddaaaf877449fe8aa645d2\" tg-width=\"640\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>BLS.GOV</p><p>More interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.</p><p><img src=\"https://static.tigerbbs.com/791401f8937b11a9c345764a956dbed6\" tg-width=\"640\" tg-height=\"338\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Meanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.</p><p><img src=\"https://static.tigerbbs.com/f7e19e82ac100d02e922240146dd66a6\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>A rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren&#39;t convinced, with current odds at just 62%.</p><p><img src=\"https://static.tigerbbs.com/67b0ea44418c49e83255c4d0524d70bb\" tg-width=\"640\" tg-height=\"320\" referrerpolicy=\"no-referrer\"/></p><p>CME Group</p><p>On top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.</p><p><img src=\"https://static.tigerbbs.com/779c427f3192a6ad21f8686b92e742f1\" tg-width=\"640\" tg-height=\"434\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>S&amp;P 500 Valuation Is Rich Versus Bonds</b></p><p>Data and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&amp;P 500&#39;s valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.</p><p><img src=\"https://static.tigerbbs.com/fb5d69d23d8cf6e3e3a3fc0d6ef85286\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>With a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&amp;P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&amp;P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&amp;P&#39;s current PE of roughly 17.6. That would equate to a value on the S&amp;P 500 of approximately 3,640 and close to the June lows.</p><p><b>June Lows Are In-Play</b></p><p>The likelihood of the S&amp;P 500 retesting those June lows seems to be increasing, and today&#39;s job data isn&#39;t likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn&#39;t likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.</p><p><img src=\"https://static.tigerbbs.com/0df38f9295305d9279da28bfae09f5b1\" tg-width=\"640\" tg-height=\"503\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>As rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn&#39;t the earnings yield of the S&amp;P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn&#39;t that continue well into the future?</p><p><img src=\"https://static.tigerbbs.com/7d089ca0d6d95c63abe24819e26ed648\" tg-width=\"640\" tg-height=\"323\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Unless, of course, you still think the Fed will make a dovish pivot.</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>September May Bring The S&P 500 Back To Its June Lows</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\">\nSeptember May Bring The S&P 500 Back To Its June Lows\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-03 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could ...</p>\n\n<a href=\"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4538702-september-may-bring-the-s-and-p-500-back-to-its-june-lows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184784977","content_text":"SummaryThe S&P 500 has fallen sharply in recent days, as the dovish pivot has vanished.An FOMC meeting and a slew of economic data will make September very volatile.Rising rates and uncertainty could put the June lows in play.Stocks are off to a turbulent start in September, as the Fed crushed all hopes of a dovish pivot at the Jackson Hole meeting last Friday. To make matters worse, September will hold several key economic data points and an FOMC meeting which could create even more volatility in a seasonally lousy time.Today's job report appeared a bit weaker on the surface due to the rising unemployment rate. However, the jobs data showed that the pace of hiring in the economy is still strong, and wage growth remains elevated, despite rising slower than inflation.The increase in unemployment was driven mainly by the number of workers not in the workforce dropping by 613,000 while the population growth increased by 172,000. This increased the civilian labor force by 786,000, with 442,000 finding work and 344,000 moving into the unemployed column. Unemployment didn't rise because people were losing jobs; unemployment increased because people were pulled into the labor force, perhaps because of solid wage growth, which increased by 5.2% year-over-year.BLS.GOVMore interesting is that the pace of hiring in the household survey accelerated in August and increased at its fastest rate since March 2022. None of the data from the unemployment report would suggest the Fed is likely to do anything different than it has previously indicated.BloombergMeanwhile, CPI is likely still tracking above 8% for August and September, based on the Cleveland Fed estimates. Currently, estimates are for a year-over-year inflation rate of 8.3% for August, and 8.4% for September. Meanwhile, core CPI is forecast to rise by 6.25% in August and 6.6% in September. The increase in CPI for August would be slightly slower than 8.5% for July, while core CPI would be somewhat faster than the 5.9% y/y change.BloombergA rising core CPI and a strong employment report could push the Fed to raise rates by 75 bps in September. While markets are leaning towards a 75 bps rate hike in September, they aren't convinced, with current odds at just 62%.CME GroupOn top of that September tends to be, on average over the past 30 years, the weakest month with an average decline of -0.34%. The declines have been as much as 11%, and the gains have been as much as 8.8%.BloombergS&P 500 Valuation Is Rich Versus BondsData and questions around the next Fed meeting will create a lot of volatility in an already weak time of the year. Interest rates have risen dramatically since Jackson Hole, pushing the S&P 500's valuation to historically high levels relative to the 10-yr yield, with a current spread between the earnings yield and the 10-yr rate now at 2.47%. But given, that spread should be widening because that is what happens when financial conditions tighten, it tells us that stocks are overvalued currently versus bonds.BloombergWith a nominal 10-Yr rate hovering around 3.25%, if the spread between the S&P 500 earnings yield and the 10-Yr rate moves up to 3%, it would assume an earnings yield for the S&P 500 of 6.25%, or a PE Ratio of 16, which is about 9% lower than the S&P's current PE of roughly 17.6. That would equate to a value on the S&P 500 of approximately 3,640 and close to the June lows.June Lows Are In-PlayThe likelihood of the S&P 500 retesting those June lows seems to be increasing, and today's job data isn't likely to help. The fact of the matter is that rates are rising, and the August jobs data do not suggest the Fed should slow rate hikes or change its policy path, and the CPI data isn't likely to either. This means the Fed should remain on course to raise rates to around 4% by the middle of 2023, as the Fed Funds Futures are pricing. Given that, it will be tough for an equity rally to see a sustained advance.BloombergAs rates continue to price higher, not only will nominal rates climb, but so will real rates, and currently, the 5-year and 10-Yr TIP rates have climbed right back to or above their cycle highs. This means that if real rates are rising, shouldn't the earnings yield of the S&P 500 be rising too? After all, they have followed each other this closely for the past five years; shouldn't that continue well into the future?BloombergUnless, of course, you still think the Fed will make a dovish pivot.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930244385,"gmtCreate":1661985134249,"gmtModify":1676536615089,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9930244385","repostId":"1164311011","repostType":4,"repost":{"id":"1164311011","pubTimestamp":1661959824,"share":"https://ttm.financial/m/news/1164311011?lang=&edition=fundamental","pubTime":"2022-08-31 23:30","market":"us","language":"en","title":"Powell Abandons Soft Landing Goal as He Seeks Growth Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1164311011","media":"Bloomberg","summary":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water tortur","content":"<html><head></head><body><ul><li>Fed chief wants weak growth, soft jobs market to cut inflation</li><li>‘It’s a bit like dripping water torture,’ economist Swonk says</li></ul><p>Forget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.</p><p>It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.</p><p>Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.</p><p>“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”</p><p><img src=\"https://static.tigerbbs.com/7890c48b572b0230d3c1d5b68836e06a\" tg-width=\"698\" tg-height=\"392\" referrerpolicy=\"no-referrer\"/>The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.</p><p>Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.</p><p>In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.</p><p>The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.</p><p>A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.</p><p>Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.</p><p>“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.</p><p>Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.</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>Powell Abandons Soft Landing Goal as He Seeks Growth Recession</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\">\nPowell Abandons Soft Landing Goal as He Seeks Growth Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-31 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2022-08-31/powell-abandons-soft-landing-goal-as-he-seeks-growth-recession?srnd=premium","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164311011","content_text":"Fed chief wants weak growth, soft jobs market to cut inflation‘It’s a bit like dripping water torture,’ economist Swonk saysForget about a soft landing. Federal Reserve Chair Jerome Powell is now aiming for something much more painful for the economy to put an end to elevated inflation. The trouble is, even that may not be enough.It’s known to economists by the paradoxical name of a “growth recession.” Unlike a soft landing, it’s a protracted period of meager growth and rising unemployment. But it stops short of an outright contraction of the economy.Powell “buried the concept of a soft landing” with his Aug. 26 speech in Jackson Hole, Wyoming, said Diane Swonk, chief economist at KPMG LLP. Now, “the Fed’s goal is to grind inflation down by slowing growth below its potential,” which officials peg at 1.8%.“It’s a bit like dripping water torture,” added Swonk, who attended the Fed’s annual Jackson Hole symposium last week. “It is a torturous process but less torturous and less painful than an abrupt recession.”The shift in Powell’s message got the attention of Wall Street. Stock prices have swooned since the Fed chair vowed to do what it takes to rid the economy of too-high inflation.Politicians in Washington took note too. Massachusetts Senator and former Democratic Party presidential hopeful Elizabeth Warren voiced concern that the Fed could tip the economy into a recession, while Senate Republican Party leader Mitch McConnell said a downturn was likely as the central bank raises rates to combat inflation.In the archetypal soft landing in 1994-95, the Fed slowed the economy briefly and contained inflation through a doubling of interest rates. But unemployment never really rose. It just stopped falling for a while.The late New York University economist Solomon Fabricant coined the term “growth recession” in research published in 1972. While such a scenario may not be as costly as an actual contraction, it poses dangers for the economy nonetheless, he suggested at the time.A tiger contained “is not the same as a tiger loose in the streets, but neither is it a paper tiger,” he wrote.Powell has seemingly concluded that it will take a tiger -- and not just a soft landing -- to attack America’s pernicious inflation. In his Jackson Hole speech, he said the labor market was “clearly out of balance,” with the demand for workers substantially exceeding the supply. That’s led to rapid wage rises that are incompatible with the Fed’s 2% inflation target.“Reducing inflation is likely to require a sustained period of below-trend growth,” Powell said.  “Moreover, there will very likely be some softening of labor market conditions” -- widely seen as a euphemism for higher unemployment.Joblessness probably held steady in August at a five-decade low of 3.5% as payroll growth slowed to 300,000 from 528,000 in July, according to the median forecast of economists surveyed by Bloomberg. The monthly data are scheduled to be released by the Labor Department on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991849550,"gmtCreate":1660813218172,"gmtModify":1676536404314,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991849550","repostId":"1126005186","repostType":4,"repost":{"id":"1126005186","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":1660879058,"share":"https://ttm.financial/m/news/1126005186?lang=&edition=fundamental","pubTime":"2022-08-19 11:17","market":"us","language":"en","title":"Nvidia Earnings Preview: Will the Dawn Come?","url":"https://stock-news.laohu8.com/highlight/detail?id=1126005186","media":"Tiger Newspress","summary":"Nvidia is slated to report its second-quarter results for fiscal 2023 (the May to July 2022 period) ","content":"<html><head></head><body><p>Nvidia is slated to report its second-quarter results for fiscal 2023 (the May to July 2022 period) after the market closes on Wednesday, Aug. 24. An analyst conference call is scheduled for the same day at 5 p.m. ET.</p><p><b>Preliminary Financial Results</b></p><p>Last week, Nvidia reported preliminary results for its second quarter fiscal 2023. The preliminary results show second quarter revenue to be $6.7 billion versus $8.1 billion as initially projected. This 17% decline in revenue is being attributed to lower sales in its gaming division, which includes chips used for cryptocurrency mining. However, the company believes that its long-term gross margins are intact, which should temper a potential decline in earnings growth.</p><p>Despite the difficulty in Nvidia&#39;s gaming division, the company overall should be able to continue to grow its revenue, albeit at a more meager rate. At 49 times earnings, this is a more modest valuation than the company&#39;s stock has been trading at in the last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87c0f51a4ebede043564fef13b4c3fbd\" tg-width=\"1222\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>source: Nvidia</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d063bbaba33ccc087120517d863c57a\" tg-width=\"1222\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/><span>source: Nvidia</span></p><p>After the release, the stock traded down around 8% but has since recovered those losses, and then some, due to the broader rally in the market.</p><p>That seems like an odd reaction to a terrible announcement, but the market sometimes does strange things. So, was this rally truly deserved, or should buyers beware? Let&#39;s find out.</p><p><b>What to Watch in Q2</b></p><p>Here&#39;s what to watch in the company&#39;s Q2 report.</p><p>Nvidia may not have a quick rebound from the substantial 2Q revenue and margincut of its pre-announcement, which may persist for two or more quarters. The continuedpullback in consumer PC and video-console sales, coupled with China&#39;s macroeconomic slowdownand the region&#39;s crackdown on crypto, could factor into a muted outlook. Still, its data-centersegment, which is more than half of sales, remains a bright spot and sales could stay on a double-digit growth pace amid higher performance compute and AI applications by hyperscaler andenterprise data-center customers.</p><p>The gross margin&#39;s recovery from a 21-percentage-point guidance cut to 46.1% may be ator near its bottom. But Nvidia may need a few quarters to resolve its inventory glut and help drivemargin higher.</p><p><b>Nvidia&#39;s Key Numbers</b></p><p>Here are benchmarks to use to gauge thetech company&#39;s results.</p><table><tbody><tr><th>Metric</th><th>Fiscal Q2 2022 Result</th><th>Nvidia&#39;s Fiscal Q2 2023 Preliminary Financial Results</th><th>Bloomberg&#39;s Fiscal Q2 2023 Consensus Estimate</th></tr><tr><td>Revenue</td><td>$6.51 billion</td><td>$6.70 billion</td><td>$6.70 billion</td></tr><tr><td>Adjusted earnings per share (EPS)</td><td>$1.04</td><td>-</td><td>$0.51</td></tr></tbody></table><p>Data Sources: Nvidia and Bloomberg</p><p>For context, last quarter, Nvidia&#39;s revenue jumped 46% year over year (and 8% sequentially) to a record $8.29 billion. Growth was driven by record revenue in the gaming and data center platforms. EPS on the basis of generally accepted accounting principles (GAAP) declined 16% year over year to $0.64, which includes an after-tax charge of $0.52 related to the termination of the Arm acquisition deal. EPS adjusted for one-time items -- which is the earnings metric investors should focus on -- surged 49% to $1.36.</p><p>Wall Street has lowered its forecast for revenue and adjusted EPS of $6.70 billion and $0.51, respectively, to meet the latest situation.</p><p><b>Third-Quarter Guidance</b></p><p>Guidance that&#39;s notably different from what Wall Street is expecting will likely move Nvidia stock. For the fiscal third quarter (the August through October period), Nvidia&#39;s guidance will be extremely important.</p><p>&#34;We are gearing up for the largest wave of new products in our history with new GPU [graphics processing unit], CPU [central processing unit], DPU [data processing unit], and robotics processors ramping in the second half&#34; of the fiscal year, CEO Jensen Huang said in last quarter&#39;s earnings release. Investors can expect this topic to be discussed on the upcoming second-quarter earnings call.</p><p>As Huang is quoted as saying in a Nvidia blog, &#34;The CPU is for general-purpose computing, the GPU is for accelerated computing, and the DPU, which moves data around the data center, does data processing.&#34;</p><p><b>Analyst Views</b></p><p>After Nvidia issued a performance warning, some analysts lowered their target price.</p><p><b>Nvidia price target lowered to $216 from $283 at Truist</b></p><p>Truist analyst William Stein lowered the firm&#39;s price target on Nvidia to $216 from $283 but keeps a Buy rating on the shares after its negative Q2 pre-announcement. The magnitude of the magnitude of the shortfall was &#34;surprising&#34;, the analyst tells investors in a research note, adding that gaming weakness may persist into Q3 before recovering in the January-April 2023 timeframe. Stein further states that the miss in Data Center and AI segments was related to supply chain, and he sees demand remaining constructive.</p><p><b>Nvidia price target lowered to $210 from $220 at Susquehanna</b></p><p>Susquehanna analyst Christopher Rolland lowered the firm&#39;s price target on Nvidia to $210 from $220 and keeps a Positive rating on the shares. The analyst said they preannounced disappointing results and noted they plan to slow opex growth to balance investments but will also continue buybacks as they foresee strong cash flow. In short, the company&#39;s weakness further exemplifies his thesis on the weakening PC/Handset/Consumer end-markets as he expects continued softness in 2H.</p><p><b>Nvidia price target lowered to $250 from $290 at Mizuho</b></p><p>Mizuho analyst Vijay Rakesh lowered the firm&#39;s price target on Nvidia to $250 from $290 and keeps a Buy rating on the shares following the company&#39;s negative preannouncement.</p><p><b>Nvidia price target lowered to $250 from $300 at Oppenheimer</b></p><p>Oppenheimer analyst Rick Schafer lowered the firm&#39;s price target on Nvidia to $250 from $300 and keeps an Outperform rating on the shares after the company pre-announced fiscal Q2 results significantly below expectations, stating that its revised outlook reflects weakness primarily in Gaming as declining PC units, a &#34;crypto hangover&#34; and a softening economic environment weighs on demand. Data center was &#34;solid by comparison,&#34; but also fell 6% shy of the consensus forecast due to supply chain tightness and Nvidia took a $1.32B charge as it flushes excess inventory ahead of the Lovelace gaming refresh in the second half. While Schafer believe second half gaming-led risk to estimates was &#34;widely anticipated,&#34; the &#34;magnitude surprised,&#34; though he sees a gaming rebound post the launch of the new Lovelace RTX 40-series that is expected next month.</p><p><b>Craig-Hallum downgrades &#39;too expensive&#39; Nvidia after guidance cut</b></p><p>Craig-Hallum analyst Richard Shannon downgraded Nvidia to Hold from Buy with a price target of $180, down from $210. The company&#39;s preannounced results were much worse than guided and look like a repeat of fiscal Q4 2019 in the Gaming segment, Shannon tells investors in a research note. The stock is trading above most peers today and above its historic 30-times next 12months earnings estimate, which is &#34;too expensive,&#34; says the analyst.</p><p>Nvidia&#39;s recently published second-quarter results are quite disappointing. While this has affected the analyst and investor sentiment for the stock, the company&#39;s fundamental story remains strong. Nvidia is a company with a significant technological advantage and a robust balance sheet (cash balance of $20.34 billion and total debt of $11.85 billion at the end of the first quarter). The company plans to repurchase shares worth $15 billion by the end of December 2023, thereby returning significant value to shareholders.</p><p>All eyes and ears will be on the official earnings release (these preliminary numbers can still change) on August 24, when management will field questions and give the all-important Q3 projections.</p><p>We&#39;ll be looking for a few items. First, we&#39;ll want to hear management discuss the crypto effect, as they have often shied away from it. Second, we&#39;d like to learn about the future state of the data center division because it keeps Nvidia&#39;s results afloat. Finally, we&#39;ll be looking for management to lay out a path forward to regain its gross margin, which will boost profits.</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>Nvidia Earnings Preview: Will the Dawn Come?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Earnings Preview: Will the Dawn Come?\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\">2022-08-19 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia is slated to report its second-quarter results for fiscal 2023 (the May to July 2022 period) after the market closes on Wednesday, Aug. 24. An analyst conference call is scheduled for the same day at 5 p.m. ET.</p><p><b>Preliminary Financial Results</b></p><p>Last week, Nvidia reported preliminary results for its second quarter fiscal 2023. The preliminary results show second quarter revenue to be $6.7 billion versus $8.1 billion as initially projected. This 17% decline in revenue is being attributed to lower sales in its gaming division, which includes chips used for cryptocurrency mining. However, the company believes that its long-term gross margins are intact, which should temper a potential decline in earnings growth.</p><p>Despite the difficulty in Nvidia&#39;s gaming division, the company overall should be able to continue to grow its revenue, albeit at a more meager rate. At 49 times earnings, this is a more modest valuation than the company&#39;s stock has been trading at in the last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87c0f51a4ebede043564fef13b4c3fbd\" tg-width=\"1222\" tg-height=\"406\" referrerpolicy=\"no-referrer\"/><span>source: Nvidia</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d063bbaba33ccc087120517d863c57a\" tg-width=\"1222\" tg-height=\"336\" referrerpolicy=\"no-referrer\"/><span>source: Nvidia</span></p><p>After the release, the stock traded down around 8% but has since recovered those losses, and then some, due to the broader rally in the market.</p><p>That seems like an odd reaction to a terrible announcement, but the market sometimes does strange things. So, was this rally truly deserved, or should buyers beware? Let&#39;s find out.</p><p><b>What to Watch in Q2</b></p><p>Here&#39;s what to watch in the company&#39;s Q2 report.</p><p>Nvidia may not have a quick rebound from the substantial 2Q revenue and margincut of its pre-announcement, which may persist for two or more quarters. The continuedpullback in consumer PC and video-console sales, coupled with China&#39;s macroeconomic slowdownand the region&#39;s crackdown on crypto, could factor into a muted outlook. Still, its data-centersegment, which is more than half of sales, remains a bright spot and sales could stay on a double-digit growth pace amid higher performance compute and AI applications by hyperscaler andenterprise data-center customers.</p><p>The gross margin&#39;s recovery from a 21-percentage-point guidance cut to 46.1% may be ator near its bottom. But Nvidia may need a few quarters to resolve its inventory glut and help drivemargin higher.</p><p><b>Nvidia&#39;s Key Numbers</b></p><p>Here are benchmarks to use to gauge thetech company&#39;s results.</p><table><tbody><tr><th>Metric</th><th>Fiscal Q2 2022 Result</th><th>Nvidia&#39;s Fiscal Q2 2023 Preliminary Financial Results</th><th>Bloomberg&#39;s Fiscal Q2 2023 Consensus Estimate</th></tr><tr><td>Revenue</td><td>$6.51 billion</td><td>$6.70 billion</td><td>$6.70 billion</td></tr><tr><td>Adjusted earnings per share (EPS)</td><td>$1.04</td><td>-</td><td>$0.51</td></tr></tbody></table><p>Data Sources: Nvidia and Bloomberg</p><p>For context, last quarter, Nvidia&#39;s revenue jumped 46% year over year (and 8% sequentially) to a record $8.29 billion. Growth was driven by record revenue in the gaming and data center platforms. EPS on the basis of generally accepted accounting principles (GAAP) declined 16% year over year to $0.64, which includes an after-tax charge of $0.52 related to the termination of the Arm acquisition deal. EPS adjusted for one-time items -- which is the earnings metric investors should focus on -- surged 49% to $1.36.</p><p>Wall Street has lowered its forecast for revenue and adjusted EPS of $6.70 billion and $0.51, respectively, to meet the latest situation.</p><p><b>Third-Quarter Guidance</b></p><p>Guidance that&#39;s notably different from what Wall Street is expecting will likely move Nvidia stock. For the fiscal third quarter (the August through October period), Nvidia&#39;s guidance will be extremely important.</p><p>&#34;We are gearing up for the largest wave of new products in our history with new GPU [graphics processing unit], CPU [central processing unit], DPU [data processing unit], and robotics processors ramping in the second half&#34; of the fiscal year, CEO Jensen Huang said in last quarter&#39;s earnings release. Investors can expect this topic to be discussed on the upcoming second-quarter earnings call.</p><p>As Huang is quoted as saying in a Nvidia blog, &#34;The CPU is for general-purpose computing, the GPU is for accelerated computing, and the DPU, which moves data around the data center, does data processing.&#34;</p><p><b>Analyst Views</b></p><p>After Nvidia issued a performance warning, some analysts lowered their target price.</p><p><b>Nvidia price target lowered to $216 from $283 at Truist</b></p><p>Truist analyst William Stein lowered the firm&#39;s price target on Nvidia to $216 from $283 but keeps a Buy rating on the shares after its negative Q2 pre-announcement. The magnitude of the magnitude of the shortfall was &#34;surprising&#34;, the analyst tells investors in a research note, adding that gaming weakness may persist into Q3 before recovering in the January-April 2023 timeframe. Stein further states that the miss in Data Center and AI segments was related to supply chain, and he sees demand remaining constructive.</p><p><b>Nvidia price target lowered to $210 from $220 at Susquehanna</b></p><p>Susquehanna analyst Christopher Rolland lowered the firm&#39;s price target on Nvidia to $210 from $220 and keeps a Positive rating on the shares. The analyst said they preannounced disappointing results and noted they plan to slow opex growth to balance investments but will also continue buybacks as they foresee strong cash flow. In short, the company&#39;s weakness further exemplifies his thesis on the weakening PC/Handset/Consumer end-markets as he expects continued softness in 2H.</p><p><b>Nvidia price target lowered to $250 from $290 at Mizuho</b></p><p>Mizuho analyst Vijay Rakesh lowered the firm&#39;s price target on Nvidia to $250 from $290 and keeps a Buy rating on the shares following the company&#39;s negative preannouncement.</p><p><b>Nvidia price target lowered to $250 from $300 at Oppenheimer</b></p><p>Oppenheimer analyst Rick Schafer lowered the firm&#39;s price target on Nvidia to $250 from $300 and keeps an Outperform rating on the shares after the company pre-announced fiscal Q2 results significantly below expectations, stating that its revised outlook reflects weakness primarily in Gaming as declining PC units, a &#34;crypto hangover&#34; and a softening economic environment weighs on demand. Data center was &#34;solid by comparison,&#34; but also fell 6% shy of the consensus forecast due to supply chain tightness and Nvidia took a $1.32B charge as it flushes excess inventory ahead of the Lovelace gaming refresh in the second half. While Schafer believe second half gaming-led risk to estimates was &#34;widely anticipated,&#34; the &#34;magnitude surprised,&#34; though he sees a gaming rebound post the launch of the new Lovelace RTX 40-series that is expected next month.</p><p><b>Craig-Hallum downgrades &#39;too expensive&#39; Nvidia after guidance cut</b></p><p>Craig-Hallum analyst Richard Shannon downgraded Nvidia to Hold from Buy with a price target of $180, down from $210. The company&#39;s preannounced results were much worse than guided and look like a repeat of fiscal Q4 2019 in the Gaming segment, Shannon tells investors in a research note. The stock is trading above most peers today and above its historic 30-times next 12months earnings estimate, which is &#34;too expensive,&#34; says the analyst.</p><p>Nvidia&#39;s recently published second-quarter results are quite disappointing. While this has affected the analyst and investor sentiment for the stock, the company&#39;s fundamental story remains strong. Nvidia is a company with a significant technological advantage and a robust balance sheet (cash balance of $20.34 billion and total debt of $11.85 billion at the end of the first quarter). The company plans to repurchase shares worth $15 billion by the end of December 2023, thereby returning significant value to shareholders.</p><p>All eyes and ears will be on the official earnings release (these preliminary numbers can still change) on August 24, when management will field questions and give the all-important Q3 projections.</p><p>We&#39;ll be looking for a few items. First, we&#39;ll want to hear management discuss the crypto effect, as they have often shied away from it. Second, we&#39;d like to learn about the future state of the data center division because it keeps Nvidia&#39;s results afloat. Finally, we&#39;ll be looking for management to lay out a path forward to regain its gross margin, which will boost profits.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126005186","content_text":"Nvidia is slated to report its second-quarter results for fiscal 2023 (the May to July 2022 period) after the market closes on Wednesday, Aug. 24. An analyst conference call is scheduled for the same day at 5 p.m. ET.Preliminary Financial ResultsLast week, Nvidia reported preliminary results for its second quarter fiscal 2023. The preliminary results show second quarter revenue to be $6.7 billion versus $8.1 billion as initially projected. This 17% decline in revenue is being attributed to lower sales in its gaming division, which includes chips used for cryptocurrency mining. However, the company believes that its long-term gross margins are intact, which should temper a potential decline in earnings growth.Despite the difficulty in Nvidia's gaming division, the company overall should be able to continue to grow its revenue, albeit at a more meager rate. At 49 times earnings, this is a more modest valuation than the company's stock has been trading at in the last year.source: Nvidiasource: NvidiaAfter the release, the stock traded down around 8% but has since recovered those losses, and then some, due to the broader rally in the market.That seems like an odd reaction to a terrible announcement, but the market sometimes does strange things. So, was this rally truly deserved, or should buyers beware? Let's find out.What to Watch in Q2Here's what to watch in the company's Q2 report.Nvidia may not have a quick rebound from the substantial 2Q revenue and margincut of its pre-announcement, which may persist for two or more quarters. The continuedpullback in consumer PC and video-console sales, coupled with China's macroeconomic slowdownand the region's crackdown on crypto, could factor into a muted outlook. Still, its data-centersegment, which is more than half of sales, remains a bright spot and sales could stay on a double-digit growth pace amid higher performance compute and AI applications by hyperscaler andenterprise data-center customers.The gross margin's recovery from a 21-percentage-point guidance cut to 46.1% may be ator near its bottom. But Nvidia may need a few quarters to resolve its inventory glut and help drivemargin higher.Nvidia's Key NumbersHere are benchmarks to use to gauge thetech company's results.MetricFiscal Q2 2022 ResultNvidia's Fiscal Q2 2023 Preliminary Financial ResultsBloomberg's Fiscal Q2 2023 Consensus EstimateRevenue$6.51 billion$6.70 billion$6.70 billionAdjusted earnings per share (EPS)$1.04-$0.51Data Sources: Nvidia and BloombergFor context, last quarter, Nvidia's revenue jumped 46% year over year (and 8% sequentially) to a record $8.29 billion. Growth was driven by record revenue in the gaming and data center platforms. EPS on the basis of generally accepted accounting principles (GAAP) declined 16% year over year to $0.64, which includes an after-tax charge of $0.52 related to the termination of the Arm acquisition deal. EPS adjusted for one-time items -- which is the earnings metric investors should focus on -- surged 49% to $1.36.Wall Street has lowered its forecast for revenue and adjusted EPS of $6.70 billion and $0.51, respectively, to meet the latest situation.Third-Quarter GuidanceGuidance that's notably different from what Wall Street is expecting will likely move Nvidia stock. For the fiscal third quarter (the August through October period), Nvidia's guidance will be extremely important.\"We are gearing up for the largest wave of new products in our history with new GPU [graphics processing unit], CPU [central processing unit], DPU [data processing unit], and robotics processors ramping in the second half\" of the fiscal year, CEO Jensen Huang said in last quarter's earnings release. Investors can expect this topic to be discussed on the upcoming second-quarter earnings call.As Huang is quoted as saying in a Nvidia blog, \"The CPU is for general-purpose computing, the GPU is for accelerated computing, and the DPU, which moves data around the data center, does data processing.\"Analyst ViewsAfter Nvidia issued a performance warning, some analysts lowered their target price.Nvidia price target lowered to $216 from $283 at TruistTruist analyst William Stein lowered the firm's price target on Nvidia to $216 from $283 but keeps a Buy rating on the shares after its negative Q2 pre-announcement. The magnitude of the magnitude of the shortfall was \"surprising\", the analyst tells investors in a research note, adding that gaming weakness may persist into Q3 before recovering in the January-April 2023 timeframe. Stein further states that the miss in Data Center and AI segments was related to supply chain, and he sees demand remaining constructive.Nvidia price target lowered to $210 from $220 at SusquehannaSusquehanna analyst Christopher Rolland lowered the firm's price target on Nvidia to $210 from $220 and keeps a Positive rating on the shares. The analyst said they preannounced disappointing results and noted they plan to slow opex growth to balance investments but will also continue buybacks as they foresee strong cash flow. In short, the company's weakness further exemplifies his thesis on the weakening PC/Handset/Consumer end-markets as he expects continued softness in 2H.Nvidia price target lowered to $250 from $290 at MizuhoMizuho analyst Vijay Rakesh lowered the firm's price target on Nvidia to $250 from $290 and keeps a Buy rating on the shares following the company's negative preannouncement.Nvidia price target lowered to $250 from $300 at OppenheimerOppenheimer analyst Rick Schafer lowered the firm's price target on Nvidia to $250 from $300 and keeps an Outperform rating on the shares after the company pre-announced fiscal Q2 results significantly below expectations, stating that its revised outlook reflects weakness primarily in Gaming as declining PC units, a \"crypto hangover\" and a softening economic environment weighs on demand. Data center was \"solid by comparison,\" but also fell 6% shy of the consensus forecast due to supply chain tightness and Nvidia took a $1.32B charge as it flushes excess inventory ahead of the Lovelace gaming refresh in the second half. While Schafer believe second half gaming-led risk to estimates was \"widely anticipated,\" the \"magnitude surprised,\" though he sees a gaming rebound post the launch of the new Lovelace RTX 40-series that is expected next month.Craig-Hallum downgrades 'too expensive' Nvidia after guidance cutCraig-Hallum analyst Richard Shannon downgraded Nvidia to Hold from Buy with a price target of $180, down from $210. The company's preannounced results were much worse than guided and look like a repeat of fiscal Q4 2019 in the Gaming segment, Shannon tells investors in a research note. The stock is trading above most peers today and above its historic 30-times next 12months earnings estimate, which is \"too expensive,\" says the analyst.Nvidia's recently published second-quarter results are quite disappointing. While this has affected the analyst and investor sentiment for the stock, the company's fundamental story remains strong. Nvidia is a company with a significant technological advantage and a robust balance sheet (cash balance of $20.34 billion and total debt of $11.85 billion at the end of the first quarter). The company plans to repurchase shares worth $15 billion by the end of December 2023, thereby returning significant value to shareholders.All eyes and ears will be on the official earnings release (these preliminary numbers can still change) on August 24, when management will field questions and give the all-important Q3 projections.We'll be looking for a few items. First, we'll want to hear management discuss the crypto effect, as they have often shied away from it. Second, we'd like to learn about the future state of the data center division because it keeps Nvidia's results afloat. Finally, we'll be looking for management to lay out a path forward to regain its gross margin, which will boost profits.","news_type":1},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9999914791,"gmtCreate":1660449031216,"gmtModify":1676533473060,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9999914791","repostId":"2259701262","repostType":4,"repost":{"id":"2259701262","pubTimestamp":1660443956,"share":"https://ttm.financial/m/news/2259701262?lang=&edition=fundamental","pubTime":"2022-08-14 10:25","market":"us","language":"en","title":"It Was a Great Week for Heavily Shorted Meme Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2259701262","media":"Motley Fool","summary":"What happenedShares of meme stocks AMC Entertainment Holdings, fuboTV, and SmileDirectClub were big ","content":"<html><head></head><body><h2>What happened</h2><p>Shares of meme stocks <b>AMC Entertainment Holdings</b>, <b>fuboTV</b>, and <b>SmileDirectClub</b> were big winners this week. Through Thursday trading, they rose 14.8%, 27.4%, and 20%, respectively.</p><p>Big bounces can happen when your stock has been beaten down and is heavily shorted, as these three were. Even after this week&#39;s gains, AMC Entertainment is down 25% over the past year, with 18.4% of its stock sold short as of July 15. SmileDirectClub is down 74%, with 21% of its shares sold short. Meanwhile, fuboTV is down 87%, with nearly 30% of shares sold short.</p><p>Two kinds of catalysts likely fueled this week&#39;s rally. Positive macroeconomic news may have caused shorts to cover, while drawing in retail investors to speculate in more risky names. Additionally, company-specific developments for all three companies may have fueled above-average gains.</p><h2>So what</h2><p>On the macroeconomic front, Wednesday&#39;s Consumer Price Index (CPI) report showed lower-than-feared inflation for the month of July. Many took the numbers as a sign that the post-pandemic inflation fever may be breaking. After all, this was the first monthly report in a long time that showed no month-over-month inflation.</p><p>When fears of inflation recede, stocks go up -- but economically sensitive, beaten-down, and riskier stocks usually go up by much more. That includes meme stocks like these three.</p><p>Marketwide factors aside, all three companies recently reported earnings: SmileDirectClub reported this week, and fuboTV and AMC did so last week.</p><p>Did they report good numbers? No. In fact, all three stocks missed analyst revenue estimates. And all three showed operating losses, although AMC and Fubo did report better losses than anticipated.</p><p>That doesn&#39;t really seem like a recipe for big stock gains. However, market sentiment is now focused on what could go right, and each company did announce some interesting new business developments.</p><h3>AMC Entertainment Holdings</h3><p>On its earning call last week, AMC announced it would issue current shareholders a special dividend consisting of one new preferred stock unit, which will trade under the ticker symbol &#34;APE&#34; and come with a non-fungible token (NFT).</p><p>This is somewhat strange, considering it&#39;s not clear what value would be ascribed to the new preferred unit versus the common stock. Still, the preferred unit will begin trading on Aug. 22, so some may have been buying AMC this week in anticipation of the preferred stock dividend.</p><p>Why create a new preferred stock class? Unfortunately, it doesn&#39;t seem to be for a great reason. AMC management had promised its shareholders last year that it wouldn&#39;t issue any new shares and dilute the stock further, after a series of equity raises in 2020 and early 2021 to get through the pandemic.</p><p>However, it looks as though AMC wants to raise more money, and can get around this constraint by issuing preferred shares, then raising more money by selling more of the preferred share class. It appears management is attempting to appease common stockholders by giving them preferred shares ahead of a possible capital raise -- although no one has any idea of the price at which AMC will issue the new preferred units, or how much common stockholders may ultimately be diluted.</p><h3>fuboTV</h3><p>Meanwhile, fuboTV had two big pieces of content-related news this week. In one, SportsGrid Network, the nation&#39;s first 24/7 streaming network dedicated to sports wagering, announced that it would launch on fuboTV. This came after Fubo&#39;s earnings report last week, in which the company announced it was putting its own sportsbook unit up for &#34;strategic review.&#34; However, it appears Fubo is still leaning into sports wagering, just not pursuing this costly endeavor itself.</p><p>That bit of positive news followed Monday&#39;s announcement of a multiyear first-look deal for unscripted content from Ryan Reynolds&#39; Maximum Effort production company. As part of the first-look deal, Fubo issued Maximum Effort $10 million worth of FuboTV common stock.</p><p>The two deals seemed to generate optimism that Fubo could attract differentiated content to its platform, and its stock soared as a result.</p><h3>SmileDirectClub</h3><p>Finally, SmileDirectClub was the only of the three to report earnings this week, and investors had a roller-coaster ride. The company reported second-quarter results on Tuesday night, showing misses on both revenue and net losses per share, while also lowering its full-year guidance.</p><p>The stock plunged on Wednesday, although that was the day of the CPI report, when the overall market soared. However, the stock then made a U-turn and surged nearly 25% on Thursday on no significant news. That was likely the result of a big short squeeze.</p><p>The short squeeze could have been mere profit-taking by short-sellers. It could also have been a reaction to management&#39;s announcement of the new Smile Maker 3D scanning app, set to be unveiled in the fourth quarter or the first quarter of next year.</p><p>The AI-powered smartphone app will allow prospective customers to scan their mouths, then receive a detailed treatment plan. Currently, those customers either have to visit an approved dentist or a Smile Direct retail store, or make an at-home imprint to begin the process. So the new app -- the result of years of development -- could greatly streamline the process and lower customer acquisition costs.</p><h2>Now what</h2><p>There is a bull case to be made for each of these stocks, but the path is narrow. AMC Entertainment investors need to believe that movie theaters will continue to improve their finances as the economy reopens, but that&#39;s pretty uncertain -- some might say unlikely -- in the age of streaming. The idea for a sports-focused online streaming bundle is gaining fuboTV subscribers off a small base, but it faces intense competition from larger, well-funded peers, such as <b>Alphabet</b>&#39;s YouTube TV. And SmileDirectClub is facing a difficult macroeconomic environment, as well as fierce legal resistance from state dental boards. More worrisome for AMC and SmileDirectClub, they each have problematic debt loads, which are huge risks in this rising interest-rate environment.</p><p>So even with these eye-opening moves this week, investors should be aware that none of the three stocks is &#34;safe.&#34; Despite still being well below their all-time highs, each remains a highly speculative investment.</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>It Was a Great Week for Heavily Shorted Meme Stocks</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\">\nIt Was a Great Week for Heavily Shorted Meme Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-14 10:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/08/13/why-amc-entertainment-fubotv-and-smiledirectclub-r/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedShares of meme stocks AMC Entertainment Holdings, fuboTV, and SmileDirectClub were big winners this week. Through Thursday trading, they rose 14.8%, 27.4%, and 20%, respectively.Big ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/08/13/why-amc-entertainment-fubotv-and-smiledirectclub-r/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SDC":"SmileDirectClub, Inc.","AMC":"AMC院线","FUBO":"fuboTV Inc."},"source_url":"https://www.fool.com/investing/2022/08/13/why-amc-entertainment-fubotv-and-smiledirectclub-r/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2259701262","content_text":"What happenedShares of meme stocks AMC Entertainment Holdings, fuboTV, and SmileDirectClub were big winners this week. Through Thursday trading, they rose 14.8%, 27.4%, and 20%, respectively.Big bounces can happen when your stock has been beaten down and is heavily shorted, as these three were. Even after this week's gains, AMC Entertainment is down 25% over the past year, with 18.4% of its stock sold short as of July 15. SmileDirectClub is down 74%, with 21% of its shares sold short. Meanwhile, fuboTV is down 87%, with nearly 30% of shares sold short.Two kinds of catalysts likely fueled this week's rally. Positive macroeconomic news may have caused shorts to cover, while drawing in retail investors to speculate in more risky names. Additionally, company-specific developments for all three companies may have fueled above-average gains.So whatOn the macroeconomic front, Wednesday's Consumer Price Index (CPI) report showed lower-than-feared inflation for the month of July. Many took the numbers as a sign that the post-pandemic inflation fever may be breaking. After all, this was the first monthly report in a long time that showed no month-over-month inflation.When fears of inflation recede, stocks go up -- but economically sensitive, beaten-down, and riskier stocks usually go up by much more. That includes meme stocks like these three.Marketwide factors aside, all three companies recently reported earnings: SmileDirectClub reported this week, and fuboTV and AMC did so last week.Did they report good numbers? No. In fact, all three stocks missed analyst revenue estimates. And all three showed operating losses, although AMC and Fubo did report better losses than anticipated.That doesn't really seem like a recipe for big stock gains. However, market sentiment is now focused on what could go right, and each company did announce some interesting new business developments.AMC Entertainment HoldingsOn its earning call last week, AMC announced it would issue current shareholders a special dividend consisting of one new preferred stock unit, which will trade under the ticker symbol \"APE\" and come with a non-fungible token (NFT).This is somewhat strange, considering it's not clear what value would be ascribed to the new preferred unit versus the common stock. Still, the preferred unit will begin trading on Aug. 22, so some may have been buying AMC this week in anticipation of the preferred stock dividend.Why create a new preferred stock class? Unfortunately, it doesn't seem to be for a great reason. AMC management had promised its shareholders last year that it wouldn't issue any new shares and dilute the stock further, after a series of equity raises in 2020 and early 2021 to get through the pandemic.However, it looks as though AMC wants to raise more money, and can get around this constraint by issuing preferred shares, then raising more money by selling more of the preferred share class. It appears management is attempting to appease common stockholders by giving them preferred shares ahead of a possible capital raise -- although no one has any idea of the price at which AMC will issue the new preferred units, or how much common stockholders may ultimately be diluted.fuboTVMeanwhile, fuboTV had two big pieces of content-related news this week. In one, SportsGrid Network, the nation's first 24/7 streaming network dedicated to sports wagering, announced that it would launch on fuboTV. This came after Fubo's earnings report last week, in which the company announced it was putting its own sportsbook unit up for \"strategic review.\" However, it appears Fubo is still leaning into sports wagering, just not pursuing this costly endeavor itself.That bit of positive news followed Monday's announcement of a multiyear first-look deal for unscripted content from Ryan Reynolds' Maximum Effort production company. As part of the first-look deal, Fubo issued Maximum Effort $10 million worth of FuboTV common stock.The two deals seemed to generate optimism that Fubo could attract differentiated content to its platform, and its stock soared as a result.SmileDirectClubFinally, SmileDirectClub was the only of the three to report earnings this week, and investors had a roller-coaster ride. The company reported second-quarter results on Tuesday night, showing misses on both revenue and net losses per share, while also lowering its full-year guidance.The stock plunged on Wednesday, although that was the day of the CPI report, when the overall market soared. However, the stock then made a U-turn and surged nearly 25% on Thursday on no significant news. That was likely the result of a big short squeeze.The short squeeze could have been mere profit-taking by short-sellers. It could also have been a reaction to management's announcement of the new Smile Maker 3D scanning app, set to be unveiled in the fourth quarter or the first quarter of next year.The AI-powered smartphone app will allow prospective customers to scan their mouths, then receive a detailed treatment plan. Currently, those customers either have to visit an approved dentist or a Smile Direct retail store, or make an at-home imprint to begin the process. So the new app -- the result of years of development -- could greatly streamline the process and lower customer acquisition costs.Now whatThere is a bull case to be made for each of these stocks, but the path is narrow. AMC Entertainment investors need to believe that movie theaters will continue to improve their finances as the economy reopens, but that's pretty uncertain -- some might say unlikely -- in the age of streaming. The idea for a sports-focused online streaming bundle is gaining fuboTV subscribers off a small base, but it faces intense competition from larger, well-funded peers, such as Alphabet's YouTube TV. And SmileDirectClub is facing a difficult macroeconomic environment, as well as fierce legal resistance from state dental boards. More worrisome for AMC and SmileDirectClub, they each have problematic debt loads, which are huge risks in this rising interest-rate environment.So even with these eye-opening moves this week, investors should be aware that none of the three stocks is \"safe.\" Despite still being well below their all-time highs, each remains a highly speculative investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203881696317584,"gmtCreate":1690812679924,"gmtModify":1690812683359,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"t@esla<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"t@esla<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"t@esla@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203881696317584","isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203882087780504,"gmtCreate":1690812644240,"gmtModify":1690812647452,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","listText":"<a href=\"https://ttm.financial/U/4141429963588842/\">@TigerGpt&nbsp;</a>TigerGPT，your new investing superpower&nbsp;<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/tigerGPT-promotion\">Click to learn more&nbsp;</a>","text":"@TigerGpt TigerGPT，your new investing superpower Click to learn more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203882087780504","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914020395,"gmtCreate":1665137698518,"gmtModify":1676537562982,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914020395","repostId":"2273804073","repostType":4,"repost":{"id":"2273804073","pubTimestamp":1665134327,"share":"https://ttm.financial/m/news/2273804073?lang=&edition=fundamental","pubTime":"2022-10-07 17:18","market":"us","language":"en","title":"Google: If You Are Not Buying Now, When Will You","url":"https://stock-news.laohu8.com/highlight/detail?id=2273804073","media":"Seeking Alpha","summary":"SummaryThe volatility of the market opens up opportunities for long-term investments in quality comp","content":"<html><head></head><body><h2>Summary</h2><ul><li>The volatility of the market opens up opportunities for long-term investments in quality companies.</li><li>Alphabet&#39;s premium valuation is vanishing, while still standing strong.</li><li>Value and growth are in the right position to enjoy a better-than-average return on your investment.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0aa1f1d6bbda376b9127c722b81ee6c4\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>400tmax/iStock Unreleased via Getty Images</span></p><h2>Cash is king, but for how long...</h2><p>Investors who sold their stocks for cash in the beginning of this year have indisputably outperformed investors who have stayed fully invested. Nonetheless, there are risks involved with this strategy. Currencies have the tendency to lose value over time, which particularly has happened more rapidly over the last two years. Money printing was a must to stimulate world economies and to avoid complete chaos. Therefore, holding cash can be unnoticeably dangerous if you hold it for longer than is needed. Furthermore, timing the bottom of a market is extremely difficult and most will miss the train. Dollar cost averaging into the highest quality businesses, which are trading at historical low valuations, could be the play for you.</p><h2>Large caps are struggling</h2><p>The S&amp;P 500 (SP500) has been faring in bear territory, and as a result the high weighted well-known American companies in the index have also been retracting from all-time highs. Bottom fishing season has begun, therefore it is time to see which fish you favor.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ab857c7e49af0ea158482030286f35f\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Apple (AAPL) is the only company in the list that has been able to keep up with the S&amp;P 500 and all the others have been underperforming. In this article the focus will lay on one of the underperformers Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), better known for their platform Google.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dfec5a8cc225595187c04f756a3c28f\" tg-width=\"635\" tg-height=\"501\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><h2>The best of both worlds: value and growth</h2><p>The dream of any investor is buying a growing quality business as cheap as possible, because the price you pay will define your future returns. Historically, the valuation of Alphabet is now down to a 9-year low. If the long-term fundamentals of the business remain strong, this could be a great entry point for a position in Alphabet.</p><p>Data by YCharts</p><p>Shareholders of Alphabet can now enjoy a higher than normal free cash flow yield of 5.01%. In the past Alphabet has been trading at a premium yield compared to Apple (AAPL) and Microsoft (MSFT). It is likely that the bearish outlook on advertising spending, due to recession fears, has caused the higher free cash flow yield for both <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) and Alphabet (meaning the price has gone down). On the other hand, Amazon&#39;s (AMZN) free cash flow took a deep dive lately as a result of expenses running up to make and transport consumer goods.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a04d2df73052915ec50b931e6ddd3e\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Alphabet has a long standing track record of 20% revenue growth annually. In 2021, the company grew by at least 40% creating an outlier in the track record. Accordingly, it is to be expected to have lower growth into 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/178375c9c2be080e642fe684c2457479\" tg-width=\"640\" tg-height=\"202\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>Nevertheless, the company still enjoyed a 12.61% revenue growth in Q2 2022 compared to the same quarter last year, which is very impressive knowing that in Q2 2021 revenues also grew 61%. Alphabet&#39;s revenue growth has been outperforming that of the other large caps in the latest quarters.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d0a0554f4ff4f02ad4943ab4aa65eae\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In addition, Alphabet has a fortress balance sheet that should not be ignored. The company can grow through M&amp;A activity, if organic growth must pose a slowdown. Alphabet is well-known for their excellent M&amp;A strategies, look at how successful YouTube, Android, Waze and many more have gotten. Of course, not all acquisitions were a moonshot, even so Alphabet only needed a handful. Together with Apple and Microsoft, Alphabet&#39;s capital allocation has been on point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14c8baba23d21fa7d7c4326e42b8d908\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/36cf331394166c0f4e710a72beb1aba5\" tg-width=\"635\" tg-height=\"583\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>In 2022, Alphabet acquired six companies so far to boost their investment portfolio. The business types in the crosshairs of the company are very interesting. A new century of digitalization is forming and Alphabet wants to be in. The focus is on Cybersecurity, AR hardware, AI/Robotics software, Mobile Edge Computing and Air quality monitoring.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ab4fdabbf97acb8a5e4cd84a60b2032\" tg-width=\"640\" tg-height=\"81\" width=\"100%\" height=\"auto\"/><span>Wikipedia</span></p><h2>Risks</h2><p>Advertising is the largest revenue driver of Alphabet, and for that reason a decrease in advertising spending could be a crucial risk. If a recession hits the economy, a decrease in advertising spending will be imminent. Families and businesses will cut costs as jobs and profitability are on the line. Alphabet has been pausing hiring as it tries to get a view over the current economic situation. The company survived multiple economic downturns, has cut the employee head count before, while maintaining solid revenue growth. The decrease of spending is needed when difficult times are around the corner. Nonetheless, Alphabet has shown resilience in the past.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25ce7bd02118f2f5a9c1b9e7ae2ec793\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p>Further, political headwinds all over the world can bring setbacks to the company. Google was fined €2.42 billion (approx. $2.39 billion) for abusing dominance as a search engine. Governments try to keep monopolies in check, and this can damage the growth prospects and the balance sheet of Alphabet.</p><h2>Takeaway</h2><p>I rate Alphabet a Strong Buy at $100 a share. In 10 years, people will still be watching YouTube, using Google Maps and everything else. The company is surrounded by a great moat, which makes Alphabet an all-weather buy. Currently, the stock is trading at a discount compared to previous premium valuation. Alphabet feels like a no-brainer compared to others in the S&amp;P 500, and it is time to take advantage before the tide turns around. The high margin of safety present on Alphabet is hard to find elsewhere.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/057b6992d52d27fa484989a412fbc5e0\" tg-width=\"635\" tg-height=\"552\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</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>Google: If You Are Not Buying Now, When Will You</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: If You Are Not Buying Now, When Will You\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 17:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544993-google-stock-buy-now><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe volatility of the market opens up opportunities for long-term investments in quality companies.Alphabet's premium valuation is vanishing, while still standing strong.Value and growth are in...</p>\n\n<a href=\"https://seekingalpha.com/article/4544993-google-stock-buy-now\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4544993-google-stock-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273804073","content_text":"SummaryThe volatility of the market opens up opportunities for long-term investments in quality companies.Alphabet's premium valuation is vanishing, while still standing strong.Value and growth are in the right position to enjoy a better-than-average return on your investment.400tmax/iStock Unreleased via Getty ImagesCash is king, but for how long...Investors who sold their stocks for cash in the beginning of this year have indisputably outperformed investors who have stayed fully invested. Nonetheless, there are risks involved with this strategy. Currencies have the tendency to lose value over time, which particularly has happened more rapidly over the last two years. Money printing was a must to stimulate world economies and to avoid complete chaos. Therefore, holding cash can be unnoticeably dangerous if you hold it for longer than is needed. Furthermore, timing the bottom of a market is extremely difficult and most will miss the train. Dollar cost averaging into the highest quality businesses, which are trading at historical low valuations, could be the play for you.Large caps are strugglingThe S&P 500 (SP500) has been faring in bear territory, and as a result the high weighted well-known American companies in the index have also been retracting from all-time highs. Bottom fishing season has begun, therefore it is time to see which fish you favor.Data by YChartsApple (AAPL) is the only company in the list that has been able to keep up with the S&P 500 and all the others have been underperforming. In this article the focus will lay on one of the underperformers Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), better known for their platform Google.Data by YChartsThe best of both worlds: value and growthThe dream of any investor is buying a growing quality business as cheap as possible, because the price you pay will define your future returns. Historically, the valuation of Alphabet is now down to a 9-year low. If the long-term fundamentals of the business remain strong, this could be a great entry point for a position in Alphabet.Data by YChartsShareholders of Alphabet can now enjoy a higher than normal free cash flow yield of 5.01%. In the past Alphabet has been trading at a premium yield compared to Apple (AAPL) and Microsoft (MSFT). It is likely that the bearish outlook on advertising spending, due to recession fears, has caused the higher free cash flow yield for both Meta Platforms (META) and Alphabet (meaning the price has gone down). On the other hand, Amazon's (AMZN) free cash flow took a deep dive lately as a result of expenses running up to make and transport consumer goods.Data by YChartsAlphabet has a long standing track record of 20% revenue growth annually. In 2021, the company grew by at least 40% creating an outlier in the track record. Accordingly, it is to be expected to have lower growth into 2022.Seeking AlphaNevertheless, the company still enjoyed a 12.61% revenue growth in Q2 2022 compared to the same quarter last year, which is very impressive knowing that in Q2 2021 revenues also grew 61%. Alphabet's revenue growth has been outperforming that of the other large caps in the latest quarters.Data by YChartsIn addition, Alphabet has a fortress balance sheet that should not be ignored. The company can grow through M&A activity, if organic growth must pose a slowdown. Alphabet is well-known for their excellent M&A strategies, look at how successful YouTube, Android, Waze and many more have gotten. Of course, not all acquisitions were a moonshot, even so Alphabet only needed a handful. Together with Apple and Microsoft, Alphabet's capital allocation has been on point.Data by YChartsData by YChartsIn 2022, Alphabet acquired six companies so far to boost their investment portfolio. The business types in the crosshairs of the company are very interesting. A new century of digitalization is forming and Alphabet wants to be in. The focus is on Cybersecurity, AR hardware, AI/Robotics software, Mobile Edge Computing and Air quality monitoring.WikipediaRisksAdvertising is the largest revenue driver of Alphabet, and for that reason a decrease in advertising spending could be a crucial risk. If a recession hits the economy, a decrease in advertising spending will be imminent. Families and businesses will cut costs as jobs and profitability are on the line. Alphabet has been pausing hiring as it tries to get a view over the current economic situation. The company survived multiple economic downturns, has cut the employee head count before, while maintaining solid revenue growth. The decrease of spending is needed when difficult times are around the corner. Nonetheless, Alphabet has shown resilience in the past.Data by YChartsFurther, political headwinds all over the world can bring setbacks to the company. Google was fined €2.42 billion (approx. $2.39 billion) for abusing dominance as a search engine. Governments try to keep monopolies in check, and this can damage the growth prospects and the balance sheet of Alphabet.TakeawayI rate Alphabet a Strong Buy at $100 a share. In 10 years, people will still be watching YouTube, using Google Maps and everything else. The company is surrounded by a great moat, which makes Alphabet an all-weather buy. Currently, the stock is trading at a discount compared to previous premium valuation. Alphabet feels like a no-brainer compared to others in the S&P 500, and it is time to take advantage before the tide turns around. The high margin of safety present on Alphabet is hard to find elsewhere.Data by YCharts","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913595270,"gmtCreate":1664007719091,"gmtModify":1676537379040,"author":{"id":"4118962342392422","authorId":"4118962342392422","name":"hweeeee","avatar":"https://community-static.tradeup.com/news/93b75885a3f1a67e17e4f33aa01e58ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4118962342392422","authorIdStr":"4118962342392422"},"themes":[],"htmlText":"👍🏽","listText":"👍🏽","text":"👍🏽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913595270","repostId":"1191965677","repostType":4,"repost":{"id":"1191965677","pubTimestamp":1663982011,"share":"https://ttm.financial/m/news/1191965677?lang=&edition=fundamental","pubTime":"2022-09-24 09:13","market":"us","language":"en","title":"Why Are Oil Stocks XOM, OXY, DVN Down Friday?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191965677","media":"InvestorPlace","summary":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pr","content":"<html><head></head><body><ul><li>There are three main reasons to answer the question: &#34;Why are oil stocks down today?&#34;</li><li>Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.</li><li>Lastly, the S&amp;P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.</li></ul><p>Why are oil stocks down today? Well, it surely doesn’t help that the S&amp;P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.</p><p>For instance, the <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR ETF</a> is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&amp;P Oil &amp; Gas Exploration &amp; Production ETF (NYSEARCA:XOP) is down 8.4% on the day.</p><p>Specifically, <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.</p><p>Warren Buffett favorite <a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a> is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.</p><p>However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.</p><h3>So Why Are Oil Stocks Down Today? Three Reasons</h3><p>We’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.</p><p>With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.</p><p>Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.</p><p>On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.</p><p>For what it’s worth, the dollar index is hitting its highest levels in 20 years.</p><p>So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&amp;P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.</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>Why Are Oil Stocks XOM, OXY, DVN Down Friday? </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Are Oil Stocks XOM, OXY, DVN Down Friday? \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy ...</p>\n\n<a href=\"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DVN":"德文能源","OXY":"西方石油","XOM":"埃克森美孚"},"source_url":"https://investorplace.com/2022/09/why-are-oil-stocks-xom-oxy-dvn-down-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191965677","content_text":"There are three main reasons to answer the question: \"Why are oil stocks down today?\"Oil is under pressure due to global recession fears and a rising U.S. dollar -- both of which are bad for energy stocks.Lastly, the S&P 500 is under significant pressure on Friday as it nears the 2022 lows, and energy stocks are being dragged down with it.Why are oil stocks down today? Well, it surely doesn’t help that the S&P 500 is down more than 2% so far in Friday’s session and that crude oil prices are down almost 6%. That impact is being felt across the energy space today and this week.For instance, the Energy Select Sector SPDR ETF is down 7% on the day. That’s on track for its worst one-day loss since May 9, when it fell 8.4%, and is now down 10.3% for the week. Further, the SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP) is down 8.4% on the day.Specifically, Exxon Mobil is down 5.7% on Friday and is 19.6% off its high. With a $356 billion market capitalization, Exxon is the largest energy company in the U.S.Warren Buffett favorite Occidental Petroleum is down more than 5% today and almost 9% for the week. It’s hitting its lowest level since Aug. 9. Lastly, Devon Energy (NYSE:DVN) is down almost 10% on the day and more than 15% this week.However, to answer the question: “Why are oil stocks down today?” We have a somewhat complex answer.So Why Are Oil Stocks Down Today? Three ReasonsWe’ve gone from worrying about an energy supply shortage to worrying about a demand drop due to a global recession.With fears of a recession in the back of everyone’s mind, oil prices are the lowest they’ve been since January. WTI crude hasn’t traded below $80 since Jan. 11 and earlier today, it marked a session low of $78.04.Oil prices topped out at $130.50 in early March. At current prices, oil is down more than $52 a barrel, or a whopping 40%.On top of falling energy prices, the surging U.S. dollar is acting as a headwind — both for oil prices and stocks. As the Federal Reserve continues to raise interest rates, the dollar continues to strengthen. A strong dollar is a negative for commodities and that can be seen today as oil, natural gas, copper, gold and other assets sink.For what it’s worth, the dollar index is hitting its highest levels in 20 years.So in essence, it’s more than just a supply imbalance or lack of demand. It’s worries over the global economy and the rising dollar that are sinking oil and energy prices. And if that weren’t enough, lastly, we have the fall in equities prices. The S&P 500 is within 1% of its 2022 low, as the bear market growls and is not sparing any sector at the moment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}