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2022-12-18

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Alphabet Vs. Meta: Which Stock Has More Upside In 2023?

2022-12-18

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5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023

2022-12-18

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Better Buy: Amazon vs. Apple

2022-12-18

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2022-12-17

Thank you

Tesla: Potential 38.6% Annualized Return

2022-12-27

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Which FAANG Stock Will Be the Top Performer in 2023?

2022-12-21

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Micron Technology, Carnival, Nike, FedEx And more: U.S. Stocks To Watch

2023-04-12

How to get more redemption chances??

2023-04-11

Having fun with the game!!

2023-04-10

Start the hunt and get more DIS

2023-04-10

Great ariticle, would you like to share it?

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-07

Great fun jumping to the sky

2022-12-21

[Strong]

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2022-12-18

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2022-12-17

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Why 2022 Was Such a Wild Year for Traders Who Bet on Dealmaking

2022-10-02

Interesting

Adobe Stock: Figma Fears Overdone; Shares Oversold

Go to Tiger App to see more news

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it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942080189","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946058724,"gmtCreate":1680824563969,"gmtModify":1680824567743,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Great fun jumping to the sky","listText":"Great fun jumping to the sky","text":"Great fun jumping to the sky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946058724","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925466771,"gmtCreate":1672097016594,"gmtModify":1676538632504,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"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/9925466771","repostId":"2294000885","repostType":4,"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926456688,"gmtCreate":1671616432444,"gmtModify":1676538564366,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"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/9926456688","repostId":"1192395170","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926423557,"gmtCreate":1671612592479,"gmtModify":1676538563820,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926423557","repostId":"1127866515","repostType":4,"repost":{"id":"1127866515","kind":"news","pubTimestamp":1671605772,"share":"https://ttm.financial/m/news/1127866515?lang=&edition=fundamental","pubTime":"2022-12-21 14:56","market":"us","language":"en","title":"Sell These 3 Stocks and Kick These Overpaid CEOs Out of Your Portfolio","url":"https://stock-news.laohu8.com/highlight/detail?id=1127866515","media":"InvestorPlace","summary":"These CEOs are not contributing to the bottom line at the same rate as their pay.Warner Bros. Discov","content":"<html><head></head><body><ul><li>These CEOs are not contributing to the bottom line at the same rate as their pay.</li><li><b>Warner Bros. Discovery</b>(<b><u>WBD</u></b>): David Zaslav is one of the biggest underachievers in corporate America.</li><li><b>DaVita</b>(<b><u>DVA</u></b>): Warren Buffett hasn’t made a ton over the past 11 years.</li><li><b>Paycom Software</b>(<b><u>PAYC</u></b>): Paycom stock has gone sideways over the past 36 months.</li></ul><p>If you’re thinking about which stocks to sell heading into 2023, you might want to start with companies whose CEOs are overpaid.</p><p>The <i>Financial Times</i> published an article in mid-December discussing how to pay executives in the age of stakeholder capitalism. It pointed out that <b>Amazon</b>(NASDAQ:<b><u>AMZN</u></b>) CEO Andy Jassy earned nearly $213 million, 6,474 times the median employee pay at the e-commerce juggernaut.</p><p>Here’s a remarkable statistic: CEO pay in the U.S. between 1978 and 2021 grew by 1,460%, adjusted for inflation. Over the same period, the average worker’s compensation grew by 18.1%. CEOs’ pay grew 80x faster — no wonder the average Joe is having trouble keeping up with inflation.</p><p>If you own stock in companies whose CEOs and named executive officers consistently make the highest-paid lists, you might want to reconsider owning them because, much like the blindfolded monkey throwing darts at a newspaper’s stock page, a CEO’s contribution to the bottom line is overblown.</p><p>“Every firm wants to believe its CEO is above average and therefore needs to be correspondingly remunerated. But, in fact, CEO compensation could be reduced across the board and the economy would not suffer any loss of output,” states pg. 17 of the <i>Economic Policy Institute’s</i> Oct. 4 paper on CEO pay.</p><p>I’ll select these stocks to sell from companies whose CEO’s made As You Sow’s 2022 list of the 100 Most Overpaid CEOs.</p><p>To narrow the field, these are companies whose stocks are down more than 15% in 2022, and their CEO’s pay was 399x their median employee or greater, the average of CEOs heading up the 350 largest U.S. companies by revenue.</p><p><b>Warner Bros. Discovery (WBD)</b></p><p>Next on this list of stocks to sell is a well known media conglomerate. <b>WarnerBros. Discovery</b>(NASDAQ: <b><u>WBD</u></b>) is down more than 57% year-to-date through Dec. 16.</p><p>CEO David Zazlav was paid $37.7 million in 2020, 565x the median worker pay of $66,689. If that doesn’t make you sick to your stomach, the fact that Zaslav made$246.6 million in 2021, 2,972x the median worker’s pay of $82,964, should.</p><p>And, while I realize Zaslav has to pull a rabbit out of his hat to realize the $202 million in options awards from his 2021 compensation, that doesn’t make it right just the same.</p><p>Zaslav became Discovery’s CEO in November 2006.</p><p>The company went public in September 2008after Discovery Holding Co. — controlled by <b>Liberty Media</b> founder John Malone — and Advance/Newhouse Programming agreed to roll their stakes into newly formed Discovery Communications.</p><p>Trying to calculate Discovery shareholders’ returns from its IPO in September 2008 through today isn’t easy, but I’ll do my best.</p><p>Discovery’s Series C shares had a high of$16.87and a low of $14.16 between Sept. 18, 2008 (<b>IPO</b>) and Sept. 30, 2008, for an average of $15.52. The company did a2-for-1 split in August 2014. In the fourth quarter of 2014, a Series C share was worth an average of $34.22. At the end of December 2021, a Series C share was worth$22.90.</p><p>Based on a cost of $15.52 and a market value of $45.80 ($22.90 x 2 shares), the compound annual growth rate (CAGR) for Discovery stock between September 2008 and December 2021 was 8.7%. By comparison, the return for the <b>S&amp;P 500</b> over the same period was 10.8%, 200 basis points higher.</p><p>Fast forward to today.</p><p>Warner Bros. Discovery stock started trading in April. Shareholders got one share of WBD for every share held in Discovery. Based on a $9.91 closing price as of Dec. 16, David Zaslav has produced a CAGR of 1.8% during his tenure.</p><p>I don’t know the bigger noose around the company’s neck: David Zaslav’s excessive compensation or Warner Bros. Discovery’s $48.6 billion in long-term debt?</p><p><b>DaVita (DVA)</b></p><p>Warren Buffett has stuck by this operator of dialysis centers despite the fact<b>DaVita</b>(NYSE:<b><u>DVA</u></b>) has lost more than 36% in 2022 and made less than 1% over the past five years.</p><p><b>Berkshire Hathaway(NYSE:</b><b><u>BRK-A</u></b><b>, NYSE:</b><b><u>BRK-B</u></b><b>)</b>first bought 2.7 million shares of DaVita stock in 2011. By the end of 2013, it was up to 36.46 million. Today, Berkshire holds 36.10 million shares valued at$2.61 billion. According to <i>WhaleWisdom.com,</i> Berkshire paid an average price over the years of $48.85. Based on the current share price, he’s still up approximately 48% on Berkshire’s 11-year investment.</p><p>However, if Buffett had taken his advice and bought the <b>SPDR S&amp;P 500 Exchange-Traded Fund Trust</b>(NYSEARCA:<b><u>SPY</u></b>), Berkshire would be up 205% over the same period.</p><p>Javier Rodriguez has been DaVita’s CEO since June 2019. Before taking the top job, Rodriguez was the CEO of DaVita Kidney Care. He’s been with DaVita since 1998.</p><p>The stock is up since taking the job; he took over at its five-year low. However, it is down significantly from its Aug. 2021 all-time high of $136.48.</p><p>Why should investors consider this a contender for stocks to sell?</p><p>The CEO’s total compensation for 2019 and 2020 was $90.2 million, with $68.5 million in 2020 option awards. In 2020, that was 1,137x the median worker’s pay of $64,620. The company tried to candy-coat the pay, suggesting it was $18.7 million, or a reasonable 289x worker pay.</p><p>At the end of October, DaVita reported Q3 2022 results that were drastically lower than analyst estimates. On the bottom line, it earned $1.13 a share, 64 cents shy of the consensus. Consequently, it now expects to earn $6.45 a share in 2022 at the midpoint of its guidance, down from its previous estimate of $8.00 a share.</p><p>It’s one thing to pay a CEO gobs of money when they’re producing; it’s another when they’re missing the mark by a country mile.</p><p>In summary, Buffett can afford to be patient with his bets. You can’t. Find a better healthcare investment sooner rather than later.</p><p><b>Paycom Software (PAYC)</b></p><p>This last one in my stocks to sell list is a tough call to make.</p><p>In October 2018, I included <b>Paycom Software</b>(NYSE:<b><u>PAYC</u></b>) in a list of seven tech stocks to buy for the future of human resources. Chiefly, the fact that<i>Fortune</i>ranked it fifth in its 2018 list of 100 fastest-growing companies was hard to resist.</p><p>However, CEO and founder Chad Richison’s 2020 compensation is just too hard to ignore. Richison earned $211.1 millionin total compensation in 2020, virtually all of it via stock and unit awards.</p><p>Richison has been CEO since he founded the company in 1998. His net worth in 2021 was estimated to be $2.9 billion. Estimates put the future potential gains from his 2020 restricted shares at more than $2 billion.</p><p>Not many founders seem to follow the Warren Buffett compensation plan —$100,000 annual salary and no options or stock grants — but Richison’s pay package in 2020 was approximately 12x the average S&amp;P 500 CEO in 2021.</p><p>Richison took the company public in April 2014 at $15 a share. Its stock is up nearly 2,000% in the eight-and-a-half years since. There’s no question that shareholders who bought IPO shares and still hold them are more than happy with their returns.</p><p>The evidence suggests that given the industry and timing, many other CEOs could have delivered the same results at a much lower compensation. There’s fair pay, and then there’s obscene pay. Richison’s is the latter.</p><p><i>Forbes</i> wrote an article in January 2020 highlighting what a great job he’d done growing the business. Subsequently, since that article, PAYC stock is up 9% over nearly 36 months. Down 23% in 2022, Richison has hardly earned his keep in recent times.</p><p>It appears the easy money has already been made for Paycom shareholders, especially its CEO. The opportunity cost of waiting for Paycom to catch fire again is not worth it.</p><p>Move on.</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>Sell These 3 Stocks and Kick These Overpaid CEOs Out of Your Portfolio</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\">\nSell These 3 Stocks and Kick These Overpaid CEOs Out of Your Portfolio\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-21 14:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/12/sell-these-3-stocks-and-kick-these-overpaid-ceos-out-of-your-portfolio/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These CEOs are not contributing to the bottom line at the same rate as their pay.Warner Bros. Discovery(WBD): David Zaslav is one of the biggest underachievers in corporate America.DaVita(DVA): Warren...</p>\n\n<a href=\"https://investorplace.com/2022/12/sell-these-3-stocks-and-kick-these-overpaid-ceos-out-of-your-portfolio/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PAYC":"Paycom Software, Inc.","DVA":"达维塔保健","WBD":"Warner Bros. Discovery"},"source_url":"https://investorplace.com/2022/12/sell-these-3-stocks-and-kick-these-overpaid-ceos-out-of-your-portfolio/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127866515","content_text":"These CEOs are not contributing to the bottom line at the same rate as their pay.Warner Bros. Discovery(WBD): David Zaslav is one of the biggest underachievers in corporate America.DaVita(DVA): Warren Buffett hasn’t made a ton over the past 11 years.Paycom Software(PAYC): Paycom stock has gone sideways over the past 36 months.If you’re thinking about which stocks to sell heading into 2023, you might want to start with companies whose CEOs are overpaid.The Financial Times published an article in mid-December discussing how to pay executives in the age of stakeholder capitalism. It pointed out that Amazon(NASDAQ:AMZN) CEO Andy Jassy earned nearly $213 million, 6,474 times the median employee pay at the e-commerce juggernaut.Here’s a remarkable statistic: CEO pay in the U.S. between 1978 and 2021 grew by 1,460%, adjusted for inflation. Over the same period, the average worker’s compensation grew by 18.1%. CEOs’ pay grew 80x faster — no wonder the average Joe is having trouble keeping up with inflation.If you own stock in companies whose CEOs and named executive officers consistently make the highest-paid lists, you might want to reconsider owning them because, much like the blindfolded monkey throwing darts at a newspaper’s stock page, a CEO’s contribution to the bottom line is overblown.“Every firm wants to believe its CEO is above average and therefore needs to be correspondingly remunerated. But, in fact, CEO compensation could be reduced across the board and the economy would not suffer any loss of output,” states pg. 17 of the Economic Policy Institute’s Oct. 4 paper on CEO pay.I’ll select these stocks to sell from companies whose CEO’s made As You Sow’s 2022 list of the 100 Most Overpaid CEOs.To narrow the field, these are companies whose stocks are down more than 15% in 2022, and their CEO’s pay was 399x their median employee or greater, the average of CEOs heading up the 350 largest U.S. companies by revenue.Warner Bros. Discovery (WBD)Next on this list of stocks to sell is a well known media conglomerate. WarnerBros. Discovery(NASDAQ: WBD) is down more than 57% year-to-date through Dec. 16.CEO David Zazlav was paid $37.7 million in 2020, 565x the median worker pay of $66,689. If that doesn’t make you sick to your stomach, the fact that Zaslav made$246.6 million in 2021, 2,972x the median worker’s pay of $82,964, should.And, while I realize Zaslav has to pull a rabbit out of his hat to realize the $202 million in options awards from his 2021 compensation, that doesn’t make it right just the same.Zaslav became Discovery’s CEO in November 2006.The company went public in September 2008after Discovery Holding Co. — controlled by Liberty Media founder John Malone — and Advance/Newhouse Programming agreed to roll their stakes into newly formed Discovery Communications.Trying to calculate Discovery shareholders’ returns from its IPO in September 2008 through today isn’t easy, but I’ll do my best.Discovery’s Series C shares had a high of$16.87and a low of $14.16 between Sept. 18, 2008 (IPO) and Sept. 30, 2008, for an average of $15.52. The company did a2-for-1 split in August 2014. In the fourth quarter of 2014, a Series C share was worth an average of $34.22. At the end of December 2021, a Series C share was worth$22.90.Based on a cost of $15.52 and a market value of $45.80 ($22.90 x 2 shares), the compound annual growth rate (CAGR) for Discovery stock between September 2008 and December 2021 was 8.7%. By comparison, the return for the S&P 500 over the same period was 10.8%, 200 basis points higher.Fast forward to today.Warner Bros. Discovery stock started trading in April. Shareholders got one share of WBD for every share held in Discovery. Based on a $9.91 closing price as of Dec. 16, David Zaslav has produced a CAGR of 1.8% during his tenure.I don’t know the bigger noose around the company’s neck: David Zaslav’s excessive compensation or Warner Bros. Discovery’s $48.6 billion in long-term debt?DaVita (DVA)Warren Buffett has stuck by this operator of dialysis centers despite the factDaVita(NYSE:DVA) has lost more than 36% in 2022 and made less than 1% over the past five years.Berkshire Hathaway(NYSE:BRK-A, NYSE:BRK-B)first bought 2.7 million shares of DaVita stock in 2011. By the end of 2013, it was up to 36.46 million. Today, Berkshire holds 36.10 million shares valued at$2.61 billion. According to WhaleWisdom.com, Berkshire paid an average price over the years of $48.85. Based on the current share price, he’s still up approximately 48% on Berkshire’s 11-year investment.However, if Buffett had taken his advice and bought the SPDR S&P 500 Exchange-Traded Fund Trust(NYSEARCA:SPY), Berkshire would be up 205% over the same period.Javier Rodriguez has been DaVita’s CEO since June 2019. Before taking the top job, Rodriguez was the CEO of DaVita Kidney Care. He’s been with DaVita since 1998.The stock is up since taking the job; he took over at its five-year low. However, it is down significantly from its Aug. 2021 all-time high of $136.48.Why should investors consider this a contender for stocks to sell?The CEO’s total compensation for 2019 and 2020 was $90.2 million, with $68.5 million in 2020 option awards. In 2020, that was 1,137x the median worker’s pay of $64,620. The company tried to candy-coat the pay, suggesting it was $18.7 million, or a reasonable 289x worker pay.At the end of October, DaVita reported Q3 2022 results that were drastically lower than analyst estimates. On the bottom line, it earned $1.13 a share, 64 cents shy of the consensus. Consequently, it now expects to earn $6.45 a share in 2022 at the midpoint of its guidance, down from its previous estimate of $8.00 a share.It’s one thing to pay a CEO gobs of money when they’re producing; it’s another when they’re missing the mark by a country mile.In summary, Buffett can afford to be patient with his bets. You can’t. Find a better healthcare investment sooner rather than later.Paycom Software (PAYC)This last one in my stocks to sell list is a tough call to make.In October 2018, I included Paycom Software(NYSE:PAYC) in a list of seven tech stocks to buy for the future of human resources. Chiefly, the fact thatFortuneranked it fifth in its 2018 list of 100 fastest-growing companies was hard to resist.However, CEO and founder Chad Richison’s 2020 compensation is just too hard to ignore. Richison earned $211.1 millionin total compensation in 2020, virtually all of it via stock and unit awards.Richison has been CEO since he founded the company in 1998. His net worth in 2021 was estimated to be $2.9 billion. Estimates put the future potential gains from his 2020 restricted shares at more than $2 billion.Not many founders seem to follow the Warren Buffett compensation plan —$100,000 annual salary and no options or stock grants — but Richison’s pay package in 2020 was approximately 12x the average S&P 500 CEO in 2021.Richison took the company public in April 2014 at $15 a share. Its stock is up nearly 2,000% in the eight-and-a-half years since. There’s no question that shareholders who bought IPO shares and still hold them are more than happy with their returns.The evidence suggests that given the industry and timing, many other CEOs could have delivered the same results at a much lower compensation. There’s fair pay, and then there’s obscene pay. Richison’s is the latter.Forbes wrote an article in January 2020 highlighting what a great job he’d done growing the business. Subsequently, since that article, PAYC stock is up 9% over nearly 36 months. Down 23% in 2022, Richison has hardly earned his keep in recent times.It appears the easy money has already been made for Paycom shareholders, especially its CEO. The opportunity cost of waiting for Paycom to catch fire again is not worth it.Move on.","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501561,"gmtCreate":1671314852853,"gmtModify":1676538522515,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501561","repostId":"1150856175","repostType":4,"repost":{"id":"1150856175","kind":"news","pubTimestamp":1671239212,"share":"https://ttm.financial/m/news/1150856175?lang=&edition=fundamental","pubTime":"2022-12-17 09:06","market":"us","language":"en","title":"7 Top-Rated Large-Cap Stocks to Buy and Hold","url":"https://stock-news.laohu8.com/highlight/detail?id=1150856175","media":"InvestorPlace","summary":"These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are","content":"<html><head></head><body><p>These are some blue-chip names with blue-chip potential</p><ul><li>The best large-cap stocks to buy and hold are always a great addition to a portfolio.</li><li>Exxon Mobil (XOM): The multinational oil and gas company has a plan to double its 2019 earnings by 2027.</li><li>Eli Lilly (LLY): Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.</li><li>Chevron (CVX) It’s investing billions of dollars into greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.</li><li>AbbVie (ABBV): AbbVie is in a great position to replace its revenue from Humira with two promising products.</li><li>Merck (MRK): Best known for its cancer drug, Merck and its shareholders will enjoy profits from Keytruda exclusivity for another six years.</li><li>Lockheed Martin (LMT): Its missiles are used in the highly regarded Patriot missile defense systems that appear headed to Ukraine.</li><li>Bristol-Myers Squibb (BMY): With multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.</li></ul><p>The best large-cap stocks to buy and hold are always a great addition to a portfolio.</p><p>These companies are some of the biggest and best-known stocks in the market. That makes finding the best large-cap stocks a worthy exercise.</p><p>Of course, in this market, it can be a challenge to identify the best large-cap stocks to buy and hold. Despite its recent rally, the Dow Jones Industrial Average is still down more than 6% on the year and other major indices are down more than that. So, you just can’t throw darts at a board to find your winners.</p><p>For this list, I use my Portfolio Grader exclusive tool to find the best large-cap stocks to buy and hold.</p><p>The Portfolio Grader assigns stocks a letter grade based on fundamentals such as sales growth and operating margin. It factors in buying pressure and other quantitative factors that help predict a stock’s future performance.</p><h3><a href=\"https://laohu8.com/S/XOM\">Exxon Mobil </a><img src=\"https://static.tigerbbs.com/a939c96e730e8ae6488c41a409aefa6c\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Exxon Mobil</b> boasts a market capitalization of more than $430 billion.</p><p>The multinational oil and gas company has been raking in profits this year as oil prices remain high and the conflict in Ukraine keeps nations jittery about the energy supply. This makes it one of the best large-cap stocks to buy and hold for continued growth.</p><p>Exxon has laid out plans to hold its capital spending to between $20 billion and $25 billion annually, helping earnings by 2027 to double what they were in 2019. That bodes well for income investors, as Exxon plans to use its increased earnings for dividends and share repurchases.</p><p>And if $25 billion annually in capital spending sounds like a lot, consider that Exxon brought in $112.07 billion in revenue just in the third quarter. Earnings per share of $4.45 topped analysts’ expectations of $3.81.</p><p>XOM stock is up  74% in 2022 and has an “A” rating in the<i>Portfolio Grader.</i></p><h3><a href=\"https://laohu8.com/S/LLY\">Eli Lilly </a><img src=\"https://static.tigerbbs.com/38ed9e4487eacaecc14fc17f82e4b7ba\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>There are somegreat reasonsto invest in <b>Eli Lilly</b> – the finances, the great dividend or the company’s consistent performance.</p><p>But you should also keep in mind that Eli Lilly is a great pharmaceutical company with a vast pipeline of drugs, including tirzepatide to treat obesity and Mounjaro for its treatment of Type 2 diabetes, and that’s just the tip of the iceberg.</p><p>Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.</p><p>Eli Lilly reported revenue in the third quarter of $6.94 billion on earnings of $1.98 per share, both topping estimates of $6.91 billion and EPS of $1.94. The stock price is up nearly 30% on the  year.</p><p>Eli Lilly has a market capitalization of $351 billion and the stock offers a dividend yield of 1.3%. It has an “A” rating in the<i>Portfolio Grader</i>and easily is one of the large-cap stocks to buy and hold.</p><h3><a href=\"https://laohu8.com/S/CVX\">Chevron </a><img src=\"https://static.tigerbbs.com/906a63eb5d8fb94381d891cda24fa680\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Chevron</b> stock has had a great year. So far, it’s up by 46%.</p><p>Meanwhile, Chevron is investing billions of dollars intobiofuelsand carbon capture – greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.</p><p>Chevron brought in $66.64 billion in revenue in the third quarter, topping analysts’ expectations for $60.98 billion. Earnings per share was also a pleasant surprise at $5.56, while analysts had expected $4.92 per share.</p><p>Chevron has a market capitalization of $335 billion and also provides a dividend yield of 5.7%. It has an “A” in the<i>Portfolio Grader</i>and is one of the large-cap stocks to buy and hold worth keeping your eye on.</p><h3><a href=\"https://laohu8.com/S/ABBV\">AbbVie </a><img src=\"https://static.tigerbbs.com/fcf98d3d399576aa67d0e02e82ea9677\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p>Illinois-based <b>AbbVie</b> is heading into the last two weeks of the year armed with a flurry of regulatory victories, astrong drug pipelineand the acquisition of <b>DJS Antibodies</b>, which will help bolster the company’s immunology portfolio.</p><p>What’s not to like about that?</p><p>True, AbbVie lost exclusivity for its vaunted Humira rheumatoid arthritis drug, but analysts are expecting itsSkyrizi and Rinvoq drugs to replace Humira’s revenue.</p><p>The two drugs should generate more than $15 billion in annual revenue by 2025 – and that would be more than Humira in its best days. Skyrizi treats moderate-to-severe plaque psoriasis and psoriatic arthritis, while Rinvoq treats severe rheumatoid arthritis.</p><p>Third-quarter earnings of $14.81 billion just missed expectations for $14.94 billion, but AbbVie still managed to top EPS estimates of $3.57 by posting $3.66 per share.</p><p>With a market capitalization of $291 billion and a 21% gain in 2022, ABBV stock has an “A” rating in the <i>Portfolio Grader</i>.</p><p><a href=\"https://laohu8.com/S/MRK\">Merck </a><img src=\"https://static.tigerbbs.com/cda02093800f6d5d4e44e9317d24f6f9\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>Merck</b> is best known for its Keyruda cancer drug, for which it has six more years of exclusivity.</p><p>Keytruda accounted for more than a third of the company’s $14.96 billion in revenue in the third quarter.</p><p>Merck also makes Gardasil and Gardasil 9, which is a vaccine that’s used to prevent human papillomavirus, or HPV.</p><p>Merck regularly beats analysts’ expectations in its quarterly earnings, and Q3 was no different. In addition to the revenue post that beat estimates of $14.04 billion, Merck’s EPS of $1.85 was 14 cents better than expectations.</p><p>Merck stock is up more than 44% on the year and has an “A” rating in the <i>Portfolio Grader</i>.</p><h3><a href=\"https://laohu8.com/S/LMT\">Lockheed Martin </a></h3><p>World-renowned as a top defense contractor, <b>Lockheed Martin</b>(<b>LMT</b>) has a market cap of $126 billion. It makes armored vehicles, assault weapons, missile systems and military aircraft, including the F-16 ,. F-22 and F-35 fighters and Black Hawk helicopters.</p><p>It also makes the missiles used inPatriot missile-defense systems, which the U.S. may supply to Ukraine to help its defense against Russia.</p><p>The company brought in $16.58 billion in revenue in  the third quarter – narrowly missing analysts’ estimates. But its net income of $1.78 billion was a cool 190% better than a  year ago.</p><p>Lockheed is assured of continued growth, particularly as the U.S. continues to remain on guard from unfriendly countries such as Iran, China, Russia and North Korea. With a dividend yield of 2.5% and year-to-date gains of 36%, LMT stock has an “A” rating the <i>Portfolio Grader</i>.</p><h3><a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb </a><img src=\"https://static.tigerbbs.com/d46551c8ea9fd505bccb5797b34772d1\" tg-width=\"300\" tg-height=\"169\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></h3><p><b>Bristol-Myers Squibb</b> checks in with a market capitalization of $169 billion.</p><p>The company is perhaps best known for its drug Abilfy, which is used to treat schizophrenia, depression and bipolar disorder; as well as a pair of blood thinners in Plavix and Eliquis, and cancer drugs Revlimid and Opdivo.</p><p>Because the company has multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.</p><p>Q3 earnings included $11.22 billion in revenue and $1.99 per share in earnings – both of which topped estimates for $11.18 billion and $1.83 per share.</p><p>BMY stock is up 23% on the year and has an “A” rating in the<i>Portfolio Grader.</i></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>7 Top-Rated Large-Cap Stocks to Buy and Hold</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Top-Rated Large-Cap Stocks to Buy and Hold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 09:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/large-cap-stocks-to-buy-and-hold/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are always a great addition to a portfolio.Exxon Mobil (XOM): The multinational oil and gas company has...</p>\n\n<a href=\"https://investorplace.com/large-cap-stocks-to-buy-and-hold/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABBV":"艾伯维公司","LLY":"礼来","XOM":"埃克森美孚","CVX":"雪佛龙","MRK":"默沙东","BMY":"施贵宝","LMT":"洛克希德马丁"},"source_url":"https://investorplace.com/large-cap-stocks-to-buy-and-hold/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150856175","content_text":"These are some blue-chip names with blue-chip potentialThe best large-cap stocks to buy and hold are always a great addition to a portfolio.Exxon Mobil (XOM): The multinational oil and gas company has a plan to double its 2019 earnings by 2027.Eli Lilly (LLY): Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.Chevron (CVX) It’s investing billions of dollars into greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.AbbVie (ABBV): AbbVie is in a great position to replace its revenue from Humira with two promising products.Merck (MRK): Best known for its cancer drug, Merck and its shareholders will enjoy profits from Keytruda exclusivity for another six years.Lockheed Martin (LMT): Its missiles are used in the highly regarded Patriot missile defense systems that appear headed to Ukraine.Bristol-Myers Squibb (BMY): With multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.The best large-cap stocks to buy and hold are always a great addition to a portfolio.These companies are some of the biggest and best-known stocks in the market. That makes finding the best large-cap stocks a worthy exercise.Of course, in this market, it can be a challenge to identify the best large-cap stocks to buy and hold. Despite its recent rally, the Dow Jones Industrial Average is still down more than 6% on the year and other major indices are down more than that. So, you just can’t throw darts at a board to find your winners.For this list, I use my Portfolio Grader exclusive tool to find the best large-cap stocks to buy and hold.The Portfolio Grader assigns stocks a letter grade based on fundamentals such as sales growth and operating margin. It factors in buying pressure and other quantitative factors that help predict a stock’s future performance.Exxon Mobil Exxon Mobil boasts a market capitalization of more than $430 billion.The multinational oil and gas company has been raking in profits this year as oil prices remain high and the conflict in Ukraine keeps nations jittery about the energy supply. This makes it one of the best large-cap stocks to buy and hold for continued growth.Exxon has laid out plans to hold its capital spending to between $20 billion and $25 billion annually, helping earnings by 2027 to double what they were in 2019. That bodes well for income investors, as Exxon plans to use its increased earnings for dividends and share repurchases.And if $25 billion annually in capital spending sounds like a lot, consider that Exxon brought in $112.07 billion in revenue just in the third quarter. Earnings per share of $4.45 topped analysts’ expectations of $3.81.XOM stock is up  74% in 2022 and has an “A” rating in thePortfolio Grader.Eli Lilly There are somegreat reasonsto invest in Eli Lilly – the finances, the great dividend or the company’s consistent performance.But you should also keep in mind that Eli Lilly is a great pharmaceutical company with a vast pipeline of drugs, including tirzepatide to treat obesity and Mounjaro for its treatment of Type 2 diabetes, and that’s just the tip of the iceberg.Eli Lilly drugs will be in demand for years, and its commitment to research and development will keep the pipeline full of products.Eli Lilly reported revenue in the third quarter of $6.94 billion on earnings of $1.98 per share, both topping estimates of $6.91 billion and EPS of $1.94. The stock price is up nearly 30% on the  year.Eli Lilly has a market capitalization of $351 billion and the stock offers a dividend yield of 1.3%. It has an “A” rating in thePortfolio Graderand easily is one of the large-cap stocks to buy and hold.Chevron Chevron stock has had a great year. So far, it’s up by 46%.Meanwhile, Chevron is investing billions of dollars intobiofuelsand carbon capture – greener technologies that should help the company prosper if and when the world gets past its overdependency of fossil fuels.Chevron brought in $66.64 billion in revenue in the third quarter, topping analysts’ expectations for $60.98 billion. Earnings per share was also a pleasant surprise at $5.56, while analysts had expected $4.92 per share.Chevron has a market capitalization of $335 billion and also provides a dividend yield of 5.7%. It has an “A” in thePortfolio Graderand is one of the large-cap stocks to buy and hold worth keeping your eye on.AbbVie Illinois-based AbbVie is heading into the last two weeks of the year armed with a flurry of regulatory victories, astrong drug pipelineand the acquisition of DJS Antibodies, which will help bolster the company’s immunology portfolio.What’s not to like about that?True, AbbVie lost exclusivity for its vaunted Humira rheumatoid arthritis drug, but analysts are expecting itsSkyrizi and Rinvoq drugs to replace Humira’s revenue.The two drugs should generate more than $15 billion in annual revenue by 2025 – and that would be more than Humira in its best days. Skyrizi treats moderate-to-severe plaque psoriasis and psoriatic arthritis, while Rinvoq treats severe rheumatoid arthritis.Third-quarter earnings of $14.81 billion just missed expectations for $14.94 billion, but AbbVie still managed to top EPS estimates of $3.57 by posting $3.66 per share.With a market capitalization of $291 billion and a 21% gain in 2022, ABBV stock has an “A” rating in the Portfolio Grader.Merck Merck is best known for its Keyruda cancer drug, for which it has six more years of exclusivity.Keytruda accounted for more than a third of the company’s $14.96 billion in revenue in the third quarter.Merck also makes Gardasil and Gardasil 9, which is a vaccine that’s used to prevent human papillomavirus, or HPV.Merck regularly beats analysts’ expectations in its quarterly earnings, and Q3 was no different. In addition to the revenue post that beat estimates of $14.04 billion, Merck’s EPS of $1.85 was 14 cents better than expectations.Merck stock is up more than 44% on the year and has an “A” rating in the Portfolio Grader.Lockheed Martin World-renowned as a top defense contractor, Lockheed Martin(LMT) has a market cap of $126 billion. It makes armored vehicles, assault weapons, missile systems and military aircraft, including the F-16 ,. F-22 and F-35 fighters and Black Hawk helicopters.It also makes the missiles used inPatriot missile-defense systems, which the U.S. may supply to Ukraine to help its defense against Russia.The company brought in $16.58 billion in revenue in  the third quarter – narrowly missing analysts’ estimates. But its net income of $1.78 billion was a cool 190% better than a  year ago.Lockheed is assured of continued growth, particularly as the U.S. continues to remain on guard from unfriendly countries such as Iran, China, Russia and North Korea. With a dividend yield of 2.5% and year-to-date gains of 36%, LMT stock has an “A” rating the Portfolio Grader.Bristol-Myers Squibb Bristol-Myers Squibb checks in with a market capitalization of $169 billion.The company is perhaps best known for its drug Abilfy, which is used to treat schizophrenia, depression and bipolar disorder; as well as a pair of blood thinners in Plavix and Eliquis, and cancer drugs Revlimid and Opdivo.Because the company has multiple drugs that bring in more than $1 billion in revenue, Bristol-Myers is in a good position for continued profitability.Q3 earnings included $11.22 billion in revenue and $1.99 per share in earnings – both of which topped estimates for $11.18 billion and $1.83 per share.BMY stock is up 23% on the year and has an “A” rating in thePortfolio Grader.","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501283,"gmtCreate":1671314831742,"gmtModify":1676538522507,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501283","repostId":"2292004292","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501808,"gmtCreate":1671314805704,"gmtModify":1676538522507,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501808","repostId":"2291029816","repostType":4,"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501149,"gmtCreate":1671314756781,"gmtModify":1676538522500,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501149","repostId":"2291076952","repostType":4,"repost":{"id":"2291076952","kind":"highlight","pubTimestamp":1671260506,"share":"https://ttm.financial/m/news/2291076952?lang=&edition=fundamental","pubTime":"2022-12-17 15:01","market":"us","language":"en","title":"Better Buy: Amazon vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2291076952","media":"Motley Fool","summary":"Both of these stocks have excellent long-term outlooks, but one is unquestionably the better buy.","content":"<html><head></head><body><p>A stock market sell-off in 2022 has tanked the share prices of some of the world&#39;s most valuable companies, creating an excellent time to invest in growth stocks like <b>Amazon</b> (AMZN) and <b>Apple</b> (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.</p><p>Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you&#39;re only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let&#39;s assess.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company&#39;s stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.</p><p>In the third quarter of 2022, Amazon&#39;s revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.</p><p>In its e-commerce business, the company&#39;s North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon&#39;s international revenue rose 12%, excluding exchange fluctuations.</p><p>The bright spot of Amazon&#39;s year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform&#39;s segment made up 100% of the company&#39;s operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.</p><p>While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS&#39;s continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.</p><p>However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Despite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon&#39;s stock has increased by 55% in five years.</p><p>In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company&#39;s iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.</p><p>Similarly, the company&#39;s Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.</p><p>Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company&#39;s revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.</p><p>The company is now making a portion of its iPhone 14s in India, with <b>JP Morgan Chase </b>estimating that about 25% of all Apple&#39;s products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn&#39;t dampen its long-term prospects.</p><p>In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple&#39;s second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.</p><p>Regarding key metrics for Amazon and Apple, Amazon&#39;s price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple&#39;s is about 23 after declining 24% since last December.</p><p>In terms of free cash flow, Amazon&#39;s stood at a negative 26.3 billion as of Sept. 30, while Apple&#39;s came in at $111.44 billion.</p><p>Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company&#39;s ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.</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>Better Buy: Amazon vs. Apple</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\">\nBetter Buy: Amazon vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291076952","content_text":"A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you're only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let's assess.1. AmazonAmazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company's stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.In the third quarter of 2022, Amazon's revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.In its e-commerce business, the company's North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon's international revenue rose 12%, excluding exchange fluctuations.The bright spot of Amazon's year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform's segment made up 100% of the company's operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS's continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.2. AppleDespite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon's stock has increased by 55% in five years.In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company's iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.Similarly, the company's Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company's revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.The company is now making a portion of its iPhone 14s in India, with JP Morgan Chase estimating that about 25% of all Apple's products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn't dampen its long-term prospects.In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple's second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.Regarding key metrics for Amazon and Apple, Amazon's price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple's is about 23 after declining 24% since last December.In terms of free cash flow, Amazon's stood at a negative 26.3 billion as of Sept. 30, while Apple's came in at $111.44 billion.Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company's ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501933,"gmtCreate":1671314719223,"gmtModify":1676538522499,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501933","repostId":"1151141704","repostType":4,"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928604327,"gmtCreate":1671250805070,"gmtModify":1676538515920,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928604327","repostId":"2292004292","repostType":4,"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928822961,"gmtCreate":1671243903253,"gmtModify":1676538514651,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928822961","repostId":"1130673609","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912094220,"gmtCreate":1664696310160,"gmtModify":1676537495774,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912094220","repostId":"1154556291","repostType":4,"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9928501933,"gmtCreate":1671314719223,"gmtModify":1676538522499,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501933","repostId":"1151141704","repostType":4,"repost":{"id":"1151141704","kind":"news","pubTimestamp":1671271263,"share":"https://ttm.financial/m/news/1151141704?lang=&edition=fundamental","pubTime":"2022-12-17 18:01","market":"us","language":"en","title":"Alphabet Vs. Meta: Which Stock Has More Upside In 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151141704","media":"Seeking Alpha","summary":"SummaryAlphabet and Meta have come under pressure from slowing growth in ad spending and a stronger ","content":"<html><head></head><body><h3>Summary</h3><ul><li>Alphabet and Meta have come under pressure from slowing growth in ad spending and a stronger dollar.</li><li>There are micro factors at play too - privacy changes, competition, expense control and diversification.</li><li>Alphabet now trades at 18.9 times its expected 2022 earnings, while Meta is valued at just 13.2 times.</li></ul><h3>Macro Headwinds</h3><p>Alphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and <a href=\"https://laohu8.com/S/META\">Meta</a> are two tech giants that have come under pressure from macro headwinds in 2022.</p><p>The combination of rising interest rates and a slowing economy has slowed the pace of growth in the digital ad market. This is because ad spending is highly cyclical - it is one the first things companies cut back on in times of economic distress.</p><p>Covid-19 has made things more unpredictable though, as ad spending in recent years has been lumpy - reflecting the stop-and-start pacing of the pandemic economy - and this has created tough comparables for recent quarters.</p><p>But as the health crisis has eased, consumer spending patterns and behavior have been gradually returning to normal. People are spending less time on their digital devices as they did during the height of the pandemic, and so advertisers have cut back on their digital marketing ambitions. Looking ahead to 2023, the lack of large-scale events such as the Olympics, the soccer World Cup and US midterm elections could create further headwinds.</p><p>A strong dollar has only made things harder, by lowering the value of foreign revenues in dollar terms. This headwind may be over soon though as the strength of the dollar appears to have already peaked.</p><p>In the three months to September 30, 2022, Meta saw the average price per ad decline by 18% from the third quarter last year. This offset a 17% increase in ad impressions, which was partly driven by an increase in the number of daily active users.</p><p>Volatility in the short-term is to be expected, but longer-term fundamentals remain attractive. The long-term outlook for digital ad spending remains broadly intact as the e-commerce market continues to grow and brands seek more innovative solutions to reach their audiences</p><h3>Privacy Changes</h3><p>There are micro factors at play too. Recent revenue weakness has been partly down to the introduction of Apple&#39;s App Tracking Transparency framework last year. This greatly restricted how app developers were able to access Apple’s Identifier for Advertisers (IDFA) - a unique identifier for Apple’s iOS devices that had been widely used to target and measure the effectiveness of advertising on a user level.</p><p>As expected, a large number of iOS users have chosen to opt-out of this tracking due to their concerns over their data privacy. This, in turn, has made it harder for advertisers to collect data - such as a user’s recent interests, measure advertising effectiveness and show personalized ads. And as app-based ads become less effective, returns for advertisers have fallen, and so too has the price paid per ad impression on apps such as Facebook, Instagram and WhatsApp.</p><p>Alphabet has lost out from these changes too. iOS users access the company’s apps such as YouTube and Gmail in much the same way they do with other apps, so it faces the same problem there.</p><p>Importantly, however, it isn’t having the same impact on search - Alphabet’s main moneymaker. Ads that appear on Google search results, along with other web pages that utilize Google’s search engine, are not significantly affected by Apple’s latest privacy changes, since search ads are primarily targeted via keyword contextual matching - as opposed to direct interest-based targeting used by most apps.</p><h3>Privacy Sandbox</h3><p>Meanwhile, Google has proposed its own Privacy Sandbox initiative with the stated aim of enhancing privacy on the web. It intends to phase out support for third-party cookies in its Chrome browser and the use of Google’s Advertising ID on Android - the equivalent of Apple’s IDFA, which will undermine how advertisers currently show relevant ads, collect user insights and measure ad effectiveness.</p><p>The Privacy Sandbox intends to maximize ad relevance by introducing &#34;privacy-preserving APIs&#34; such as the Topics API, FLEDGE API, and the Attribution Reporting API to replace the current use of cookies and Advertising ID. By doing so, it would still be possible to show interest-based advertising, monitor consumer trends and behavior and measure ad effectiveness.</p><p>The big change will be that targeting in future will take place on the user’s device, with on-device processing designed to keep user data private. Algorithms will analyze a users&#39; activity within their own devices, without revealing their entire browsing history to advertisers.</p><p>As such, Google’s proposed privacy changes seem to be both privacy-enhancing and revenue-preserving, as opposed to Apple’s ATT. And that’s not at all surprising given how Alphabet is itself heavily reliant on ad revenues.</p><p>Google’s Privacy Sandbox is not without its critics though - antitrust complaints have been made on both sides of the Atlantic. Advertisers and publishers in both the US and EU have criticized the proposed changes for being potentially anti-competitive - as it would limit their access to user data, while not doing the same for Google’s own search business. Others have also questioned whether the solution actually affords users with much greater privacy, given that information about a user’s interests could theoretically be used to gather sensitive information.</p><h3>Competitive Pressures</h3><p>Elsewhere, competition for both companies cannot be underestimated. Alphabet and Meta dominate the online ad market, but they are under pressure to continually grow their reach and time spent on their platforms.</p><p>Facebook’s struggles to stay relevant among younger users have been well documented - as an aging user base puts at risk its ability to grow. Generation Alpha and Gen Z - or those born after the mid-1990s - spend far less time on Facebook than previous generations, and are instead attracted to a growing cohort of younger social media and messaging networks - including TikTok, Snapchat and Discord, as well as Meta’s own Instagram and WhatsApp. As the spending power of this younger generation grows, brands (and their ad dollars) will follow them wherever.</p><p>Alphabet’s YouTube is facing intense competition too - and from two fronts. Firstly, from the likes of TikTok in the short video space, which have been doing particularly well at attracting younger users. The company is fighting back, with the development of YouTube Shorts - its own short-form video-sharing platform. The short-form video space is crowded though - Meta has big hopes that its Reels feature on Instagram will capture more market share too, while at the same time, monetization remains a challenge.</p><p>Secondly, YouTube also faces competition for ad dollars from the likes of Netflix, Disney+ and other streaming services. SVOD platforms, which have historically relied on subscription revenue, have been launching more ad-supported subscription tiers to their offerings, as consumers facing growing cost of living pressures seek lower subscription prices.</p><p>The squeeze is already being felt on YouTube’s top-line. The video platform’s ad revenue fell 2% from a year ago, to $7.07 billion in Q3 2022 - the first decline since the group reported YouTube’s own share of revenues nearly three years ago.</p><p>The Google search business is more resilient though, demonstrating its wider moat. Google’s dominant position in search is such that its name is synonymous with the action to search for something using the internet. There are no significant signs of its dominance weakening, with Google handling 92% of all search queries worldwide in November 2022. Google Search saw revenue grow 5% year-on-year to $39.54 billion in Q3 2022 - 57% of Alphabet’s total revenues.</p><h3>Growth Drivers</h3><p>Alphabet’s cloud business is another bright spot. Against a wider tech slowdown, demand for enterprise cloud services is expected to hold up well. With the ongoing digital transformation, companies are migrating more and more of their workloads to the cloud, in a bid to become more agile, resilient, and efficient.</p><p>Google Cloud is the third-largest cloud provider, behind just Amazon Web Services (AWS) and Microsoft Azure. But Google Cloud is growing faster than both of its bigger competitors, with a 38% revenue growth rate over the past year. Google Cloud is not yet profitable though - the division made a loss of $699 million in Q3 2022.</p><blockquote>&#34;We see continued momentum with Q3 revenue of $6.9 billion with Google Cloud Platform’s revenue growth rate above the aggregate. I’ve long shared that cloud is a key priority for the Company. The long-term trends that are driving cloud adoption continue to play an even stronger role during uncertain macroeconomic times. Google Cloud helps customers solve today’s business challenges, improve productivity, reduce costs and unlock new growth engines.&#34; - CEO Sundar Pichai, Alphabet Q3 2022 Earnings Call</blockquote><p>Meanwhile, Meta is looking at opportunities in the metaverse, including virtual reality (VR) and augmented reality (AR). Reality Labs, a corporate successor to Meta’s Oculus brand, recently announced the launch of the Meta Quest Pro - a mixed reality headset that can blend virtual objects into the physical environment, as well as deliver a fully virtual experience.</p><p>VR and AR have many potential applications, including productivity, socializing and gaming, but there are still huge challenges to overcome before they will really catch on - including cost, portability issues, limited field of view, safety concerns and quality of experience.</p><h3>Expense Control</h3><p>Both Alphabet and Meta are under pressure to cut costs. The pressure is more acute at Meta, which underwent a particularly big recruiting spree during the height of the pandemic.</p><p>Meta has nearly doubled its employee count over the past three years, with a 94% increase in its headcount to over 87,000, compared to 57% growth at Alphabet, to more than 186,000. Interestingly, however, Meta maintained a lead over Alphabet in terms of revenue per employee. That lead has narrowed substantially over the past two years though - and given current revenue trends, Meta may even find itself falling behind Alphabet on this metric by the end of this year.</p><p>Meta appeared to have tried to grow too quickly and failed to anticipate a more challenging macro backdrop. And in a belated realization of this, it recently announced plans to layoff 11,000 employees - representing 13% of its workforce.</p><p><img src=\"https://static.tigerbbs.com/3bc202633ba19600360e9e1c912f6e0b\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/><i>&#34;To provide some context on the approach we are taking towards setting our 2023 budget, we are making significant changes across the board to operate more efficiently. We are holding some teams flat in terms of headcount, shrinking others and investing headcount growth only in our highest priorities. As a result, we expect headcount at the end of 2023 will be approximately in-line with third quarter 2022 levels.&#34;</i> -CFO Dave Wehner, MetaQ3 2022 Earnings Call</p><h3>Valuations</h3><p><img src=\"https://static.tigerbbs.com/9cedbfb1d44c4586031ce38bb3f987f7\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data byYCharts</p><p>As part of a broader tech selloff, valuation multiples for both stocks have fallen significantly this year. Alphabet now trades at 18.9 times its expected 2022 earnings, while Meta is valued at just 13.2 times.</p><p>Meta’s lower multiples, however, come at the cost of slower growth. Meta’s revenues plateaued earlier this year, and are currently falling. On the other hand, while Alphabet&#39;s revenue growth has slowed, it remains decisively positive.</p><p><img src=\"https://static.tigerbbs.com/ead6b751d138776456b99e077aab86be\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>Data by YCharts</p><p>Looking ahead, Alphabet&#39;s revenue and earnings outlook seem more attractive too.</p><p><img src=\"https://static.tigerbbs.com/2930f0f944cd05d4b49be1678be8b49f\" tg-width=\"624\" tg-height=\"210\" width=\"100%\" height=\"auto\"/>Source: Seeking Alpha Earnings Estimates For GOOGL/META</p><h3>Final Thoughts</h3><p>While the macro headwinds affect both companies to a similar extent, I think Alphabet is more attractive because of its more favorable micro environment. The group’s overall revenue outlook is in better shape, as it has exposure to the fast growing cloud market and given the greater resilience of Google’s search business. Alphabet’s valuation multiples may be a bit higher than Meta’s, but quality and growth always come at a price.</p></body></html>","source":"seekingalpha_fund","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>Alphabet Vs. Meta: Which Stock Has More Upside In 2023?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Vs. Meta: Which Stock Has More Upside In 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 18:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4565054-alphabet-vs-meta-which-stock-has-more-upside-in-2023><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlphabet and Meta have come under pressure from slowing growth in ad spending and a stronger dollar.There are micro factors at play too - privacy changes, competition, expense control and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4565054-alphabet-vs-meta-which-stock-has-more-upside-in-2023\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc.","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4565054-alphabet-vs-meta-which-stock-has-more-upside-in-2023","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151141704","content_text":"SummaryAlphabet and Meta have come under pressure from slowing growth in ad spending and a stronger dollar.There are micro factors at play too - privacy changes, competition, expense control and diversification.Alphabet now trades at 18.9 times its expected 2022 earnings, while Meta is valued at just 13.2 times.Macro HeadwindsAlphabet (NASDAQ:GOOGL)(NASDAQ:GOOG) and Meta are two tech giants that have come under pressure from macro headwinds in 2022.The combination of rising interest rates and a slowing economy has slowed the pace of growth in the digital ad market. This is because ad spending is highly cyclical - it is one the first things companies cut back on in times of economic distress.Covid-19 has made things more unpredictable though, as ad spending in recent years has been lumpy - reflecting the stop-and-start pacing of the pandemic economy - and this has created tough comparables for recent quarters.But as the health crisis has eased, consumer spending patterns and behavior have been gradually returning to normal. People are spending less time on their digital devices as they did during the height of the pandemic, and so advertisers have cut back on their digital marketing ambitions. Looking ahead to 2023, the lack of large-scale events such as the Olympics, the soccer World Cup and US midterm elections could create further headwinds.A strong dollar has only made things harder, by lowering the value of foreign revenues in dollar terms. This headwind may be over soon though as the strength of the dollar appears to have already peaked.In the three months to September 30, 2022, Meta saw the average price per ad decline by 18% from the third quarter last year. This offset a 17% increase in ad impressions, which was partly driven by an increase in the number of daily active users.Volatility in the short-term is to be expected, but longer-term fundamentals remain attractive. The long-term outlook for digital ad spending remains broadly intact as the e-commerce market continues to grow and brands seek more innovative solutions to reach their audiencesPrivacy ChangesThere are micro factors at play too. Recent revenue weakness has been partly down to the introduction of Apple's App Tracking Transparency framework last year. This greatly restricted how app developers were able to access Apple’s Identifier for Advertisers (IDFA) - a unique identifier for Apple’s iOS devices that had been widely used to target and measure the effectiveness of advertising on a user level.As expected, a large number of iOS users have chosen to opt-out of this tracking due to their concerns over their data privacy. This, in turn, has made it harder for advertisers to collect data - such as a user’s recent interests, measure advertising effectiveness and show personalized ads. And as app-based ads become less effective, returns for advertisers have fallen, and so too has the price paid per ad impression on apps such as Facebook, Instagram and WhatsApp.Alphabet has lost out from these changes too. iOS users access the company’s apps such as YouTube and Gmail in much the same way they do with other apps, so it faces the same problem there.Importantly, however, it isn’t having the same impact on search - Alphabet’s main moneymaker. Ads that appear on Google search results, along with other web pages that utilize Google’s search engine, are not significantly affected by Apple’s latest privacy changes, since search ads are primarily targeted via keyword contextual matching - as opposed to direct interest-based targeting used by most apps.Privacy SandboxMeanwhile, Google has proposed its own Privacy Sandbox initiative with the stated aim of enhancing privacy on the web. It intends to phase out support for third-party cookies in its Chrome browser and the use of Google’s Advertising ID on Android - the equivalent of Apple’s IDFA, which will undermine how advertisers currently show relevant ads, collect user insights and measure ad effectiveness.The Privacy Sandbox intends to maximize ad relevance by introducing \"privacy-preserving APIs\" such as the Topics API, FLEDGE API, and the Attribution Reporting API to replace the current use of cookies and Advertising ID. By doing so, it would still be possible to show interest-based advertising, monitor consumer trends and behavior and measure ad effectiveness.The big change will be that targeting in future will take place on the user’s device, with on-device processing designed to keep user data private. Algorithms will analyze a users' activity within their own devices, without revealing their entire browsing history to advertisers.As such, Google’s proposed privacy changes seem to be both privacy-enhancing and revenue-preserving, as opposed to Apple’s ATT. And that’s not at all surprising given how Alphabet is itself heavily reliant on ad revenues.Google’s Privacy Sandbox is not without its critics though - antitrust complaints have been made on both sides of the Atlantic. Advertisers and publishers in both the US and EU have criticized the proposed changes for being potentially anti-competitive - as it would limit their access to user data, while not doing the same for Google’s own search business. Others have also questioned whether the solution actually affords users with much greater privacy, given that information about a user’s interests could theoretically be used to gather sensitive information.Competitive PressuresElsewhere, competition for both companies cannot be underestimated. Alphabet and Meta dominate the online ad market, but they are under pressure to continually grow their reach and time spent on their platforms.Facebook’s struggles to stay relevant among younger users have been well documented - as an aging user base puts at risk its ability to grow. Generation Alpha and Gen Z - or those born after the mid-1990s - spend far less time on Facebook than previous generations, and are instead attracted to a growing cohort of younger social media and messaging networks - including TikTok, Snapchat and Discord, as well as Meta’s own Instagram and WhatsApp. As the spending power of this younger generation grows, brands (and their ad dollars) will follow them wherever.Alphabet’s YouTube is facing intense competition too - and from two fronts. Firstly, from the likes of TikTok in the short video space, which have been doing particularly well at attracting younger users. The company is fighting back, with the development of YouTube Shorts - its own short-form video-sharing platform. The short-form video space is crowded though - Meta has big hopes that its Reels feature on Instagram will capture more market share too, while at the same time, monetization remains a challenge.Secondly, YouTube also faces competition for ad dollars from the likes of Netflix, Disney+ and other streaming services. SVOD platforms, which have historically relied on subscription revenue, have been launching more ad-supported subscription tiers to their offerings, as consumers facing growing cost of living pressures seek lower subscription prices.The squeeze is already being felt on YouTube’s top-line. The video platform’s ad revenue fell 2% from a year ago, to $7.07 billion in Q3 2022 - the first decline since the group reported YouTube’s own share of revenues nearly three years ago.The Google search business is more resilient though, demonstrating its wider moat. Google’s dominant position in search is such that its name is synonymous with the action to search for something using the internet. There are no significant signs of its dominance weakening, with Google handling 92% of all search queries worldwide in November 2022. Google Search saw revenue grow 5% year-on-year to $39.54 billion in Q3 2022 - 57% of Alphabet’s total revenues.Growth DriversAlphabet’s cloud business is another bright spot. Against a wider tech slowdown, demand for enterprise cloud services is expected to hold up well. With the ongoing digital transformation, companies are migrating more and more of their workloads to the cloud, in a bid to become more agile, resilient, and efficient.Google Cloud is the third-largest cloud provider, behind just Amazon Web Services (AWS) and Microsoft Azure. But Google Cloud is growing faster than both of its bigger competitors, with a 38% revenue growth rate over the past year. Google Cloud is not yet profitable though - the division made a loss of $699 million in Q3 2022.\"We see continued momentum with Q3 revenue of $6.9 billion with Google Cloud Platform’s revenue growth rate above the aggregate. I’ve long shared that cloud is a key priority for the Company. The long-term trends that are driving cloud adoption continue to play an even stronger role during uncertain macroeconomic times. Google Cloud helps customers solve today’s business challenges, improve productivity, reduce costs and unlock new growth engines.\" - CEO Sundar Pichai, Alphabet Q3 2022 Earnings CallMeanwhile, Meta is looking at opportunities in the metaverse, including virtual reality (VR) and augmented reality (AR). Reality Labs, a corporate successor to Meta’s Oculus brand, recently announced the launch of the Meta Quest Pro - a mixed reality headset that can blend virtual objects into the physical environment, as well as deliver a fully virtual experience.VR and AR have many potential applications, including productivity, socializing and gaming, but there are still huge challenges to overcome before they will really catch on - including cost, portability issues, limited field of view, safety concerns and quality of experience.Expense ControlBoth Alphabet and Meta are under pressure to cut costs. The pressure is more acute at Meta, which underwent a particularly big recruiting spree during the height of the pandemic.Meta has nearly doubled its employee count over the past three years, with a 94% increase in its headcount to over 87,000, compared to 57% growth at Alphabet, to more than 186,000. Interestingly, however, Meta maintained a lead over Alphabet in terms of revenue per employee. That lead has narrowed substantially over the past two years though - and given current revenue trends, Meta may even find itself falling behind Alphabet on this metric by the end of this year.Meta appeared to have tried to grow too quickly and failed to anticipate a more challenging macro backdrop. And in a belated realization of this, it recently announced plans to layoff 11,000 employees - representing 13% of its workforce.\"To provide some context on the approach we are taking towards setting our 2023 budget, we are making significant changes across the board to operate more efficiently. We are holding some teams flat in terms of headcount, shrinking others and investing headcount growth only in our highest priorities. As a result, we expect headcount at the end of 2023 will be approximately in-line with third quarter 2022 levels.\" -CFO Dave Wehner, MetaQ3 2022 Earnings CallValuationsData byYChartsAs part of a broader tech selloff, valuation multiples for both stocks have fallen significantly this year. Alphabet now trades at 18.9 times its expected 2022 earnings, while Meta is valued at just 13.2 times.Meta’s lower multiples, however, come at the cost of slower growth. Meta’s revenues plateaued earlier this year, and are currently falling. On the other hand, while Alphabet's revenue growth has slowed, it remains decisively positive.Data by YChartsLooking ahead, Alphabet's revenue and earnings outlook seem more attractive too.Source: Seeking Alpha Earnings Estimates For GOOGL/METAFinal ThoughtsWhile the macro headwinds affect both companies to a similar extent, I think Alphabet is more attractive because of its more favorable micro environment. The group’s overall revenue outlook is in better shape, as it has exposure to the fast growing cloud market and given the greater resilience of Google’s search business. Alphabet’s valuation multiples may be a bit higher than Meta’s, but quality and growth always come at a price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501808,"gmtCreate":1671314805704,"gmtModify":1676538522507,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501808","repostId":"2291029816","repostType":4,"repost":{"id":"2291029816","kind":"highlight","pubTimestamp":1671255896,"share":"https://ttm.financial/m/news/2291029816?lang=&edition=fundamental","pubTime":"2022-12-17 13:44","market":"us","language":"en","title":"5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=2291029816","media":"Motley Fool","summary":"The Oracle of Omaha's $5.9 billion hidden portfolio is home to five amazing companies that are ripe for the picking.","content":"<html><head></head><body><p>Since becoming CEO of <b>Berkshire Hathaway</b> (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company&#39;s Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.</p><p>Riding Warren Buffett&#39;s coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.</p><p>In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett&#39;s &#34;secret portfolio.&#34;</p><p>Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it&#39;s required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett&#39;s secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.</p><h2>Johnson &amp; Johnson</h2><p>Considering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That&#39;s what makes healthcare stock <b>Johnson &amp; Johnson</b> (JNJ -1.26%) a screaming buy in 2023.</p><p>The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&amp;J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.</p><p>Another reason for Johnson &amp; Johnson&#39;s success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company&#39;s growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That&#39;s where the company&#39;s leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.</p><p>If you need one more reason to trust in Johnson &amp; Johnson, consider that it&#39;s one of just two publicly traded companies with the highly coveted AAA credit rating from Standard &amp; Poor&#39;s, a division of <b>S&amp;P Global</b>.</p><h2>Visa</h2><p>Payment processor <b>Visa</b> (V -2.54%) is a second stellar stock in Warren Buffett&#39;s secret portfolio that&#39;s a surefire buy in 2023.</p><p>Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it&#39;s important to understand that Visa has time on its side. Historically, recessions don&#39;t last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.</p><p>It also doesn&#39;t hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.</p><p>Don&#39;t overlook Visa&#39;s international opportunity, either. Since most global transactions are still being conducted in cash, there&#39;s ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.</p><p><img src=\"https://static.tigerbbs.com/fa1aca6003962c19490e94b36badd6d8\" tg-width=\"700\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Walt Disney.</p><h2>Walt Disney</h2><p>The third phenomenal stock in Warren Buffett&#39;s secret portfolio that makes for a smart buy in 2023 is media behemoth <b>Walt Disney</b> (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can&#39;t be ignored.</p><p>What&#39;s really impressive about Walt Disney is the way it&#39;s able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.</p><p>But it&#39;s the company&#39;s streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney&#39;s characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.</p><p>And don&#39;t forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the &#34;House of Mouse&#34; and spearheaded Disney&#39;s growth for decades. Expect more of the same as long as he has the reins.</p><h2>Bank of America</h2><p>Money-center giant <b>Bank of America</b> (BAC -1.58%) is the fourth amazing company in Warren Buffett&#39;s secret portfolio that&#39;s begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.</p><p>To begin with, BofA has been benefiting from the Federal Reserve&#39;s aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.</p><p>As I&#39;ve previously pointed out, Bank of America&#39;s digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.</p><p>The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it&#39;s not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.</p><h2>PayPal Holdings</h2><p>The fifth phenomenal stock in Warren Buffett&#39;s secret portfolio that&#39;s a screaming buy in 2023 is fintech stock <b>PayPal Holdings</b> (PYPL -3.94%).</p><p>Despite inflation attacking the pocketbooks of low-earning workers, PayPal&#39;s digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.</p><p>Equally important is PayPal&#39;s innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced &#34;Pay Monthly,&#34; which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company&#39;s operating expenses in 2023, PayPal isn&#39;t skimping on innovation.</p><p>But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That&#39;s up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Phenomenal Stocks in Warren Buffett's Secret Portfolio That Are Screaming Buys in 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 13:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"V":"Visa","DIS":"迪士尼","PYPL":"PayPal","BRK.A":"伯克希尔","BAC":"美国银行"},"source_url":"https://www.fool.com/investing/2022/12/16/5-stocks-warren-buffett-secret-portfolio-buy-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291029816","content_text":"Since becoming CEO of Berkshire Hathaway (BRK.A -2.26%) (BRK.B -2.39%) in 1965, Warren Buffett has put on a clinic for Wall Street. Despite navigating numerous stock market corrections, crashes, and bear markets, the Oracle of Omaha has led his company's Class A shares (BRK.A) to a cumulative return of more than 3,600,000% through the end of 2021.Riding Warren Buffett's coattails has been highly profitable for decades, and is relatively easy to do thanks to the required 13F filings from Berkshire Hathaway each quarter. But these 13F filings fail to tell the complete story.In 1998, Berkshire Hathaway acquired reinsurance company General Re for $22 billion. However, General Re also owned a specialty investment company, New England Asset Management (NEAM). When Berkshire Hathaway bought General Re, it became the owner of NEAM -- and thus was born Warren Buffett's \"secret portfolio.\"Today, New England Asset Management has $5.9 billion in assets under management and has stakes in 184 separate securities. We know this because it's required to file a quarterly 13F just like its parent, Berkshire Hathaway. Among these 184 positions in Warren Buffett's secret portfolio, there are five phenomenal stocks that stand out as screaming buys in 2023.Johnson & JohnsonConsidering that interest rates are soaring and the likelihood of a U.S. recession in 2023 is growing, time-tested, defensive companies with a long history of competitive advantages are smart buys for the new year. That's what makes healthcare stock Johnson & Johnson (JNJ -1.26%) a screaming buy in 2023.The great thing about healthcare stocks is that demand for prescription drugs, medical devices, and healthcare services remains consistent no matter how well or poorly the U.S. economy fares. This operating consistency is what helped J&J deliver 35 consecutive years of adjusted operational earnings growth leading up to the COVID-19 pandemic.Another reason for Johnson & Johnson's success is its well-diversified operating model. On one hand, pharmaceuticals provide the juicy margins that fuel the company's growth. On the other hand, brand-name drugs have a finite period of sales exclusivity. That's where the company's leading medical device segment comes into play. As the population ages, demand and pricing power associated with medical devices should surge.If you need one more reason to trust in Johnson & Johnson, consider that it's one of just two publicly traded companies with the highly coveted AAA credit rating from Standard & Poor's, a division of S&P Global.VisaPayment processor Visa (V -2.54%) is a second stellar stock in Warren Buffett's secret portfolio that's a surefire buy in 2023.Even if a recession were to materialize in the new year and hurt cyclical stocks like Visa, it's important to understand that Visa has time on its side. Historically, recessions don't last very long. By comparison, periods of economic expansion are measured in years. Buying and patiently holding Visa allows investors to take advantage of the natural expansion of U.S. and global spending over time.It also doesn't hurt that Visa strictly sticks to payment processing and has avoided dipping its toes into the lending pool. Although it could easily generate interest income and added fees as a lender, doing so would expose it to loan losses during inevitable recessions. Not having to set aside capital to cover potential losses is what allows Visa to bounce back from economic downturns faster than its peers.Don't overlook Visa's international opportunity, either. Since most global transactions are still being conducted in cash, there's ample opportunity to expand its payment structure into emerging markets for years (or likely decades) to come.Image source: Walt Disney.Walt DisneyThe third phenomenal stock in Warren Buffett's secret portfolio that makes for a smart buy in 2023 is media behemoth Walt Disney (DIS -3.89%). Though the company has been clobbered by COVID-19 pandemic-related issues and large operating losses tied to its streaming operations, the sustainable competitive edges Disney brings to the table can't be ignored.What's really impressive about Walt Disney is the way it's able to connect with consumers of all ages. Few consumer-oriented businesses can engage with users as easily as Disney, which is what affords the company superior pricing power. Since 1955, the price of admission to Disneyland in Southern California has soared more than 10,000%, or 10 times the prevailing rate of inflation during the same period.But it's the company's streaming operations that are getting most of the attention of late. In less than three years following its launch, Disney+ has amassed 164.2 million subscribers, which demonstrates how much of a lure Disney's characters and stories are to viewers. As cord-cutting continues, the company is perfectly positioned to secure additional subs and make a push to its first quarter of profitability in fiscal 2024.And don't forget about Bob Iger, who reclaimed the CEO job last month. Iger oversaw a number of highly profitable acquisitions for the \"House of Mouse\" and spearheaded Disney's growth for decades. Expect more of the same as long as he has the reins.Bank of AmericaMoney-center giant Bank of America (BAC -1.58%) is the fourth amazing company in Warren Buffett's secret portfolio that's begging to be bought in 2023. Even with many of the same headwinds as Visa, three clearly defined catalysts make it a no-brainer buy.To begin with, BofA has been benefiting from the Federal Reserve's aggressive shift in monetary policy. Bank stocks with outstanding variable-rate loans generate more in net interest income when interest rates rise. Bank of America tallied $13.9 billion in net interest income in the September-ended quarter, which was $2.7 billion higher than the prior-year period.  With the central bank not done increasing rates, BofA can expect more of this net interest to flow directly to its bottom line.As I've previously pointed out, Bank of America's digitization efforts are paying off. All told, 43 million people are now active digital customers, with 48% of total sales occurring online or via mobile app in the third quarter.  As people shift online for their banking needs, BofA has the opportunity to consolidate some of its physical branches in order to minimize noninterest expenses.The third catalyst for Bank of America is its capital-return program. Bank stocks are often known for their juicy dividends and share buyback programs. During a good year, it's not out of the question for BofA to return in excess of $20 billion to its shareholders via dividends and share repurchases.PayPal HoldingsThe fifth phenomenal stock in Warren Buffett's secret portfolio that's a screaming buy in 2023 is fintech stock PayPal Holdings (PYPL -3.94%).Despite inflation attacking the pocketbooks of low-earning workers, PayPal's digital payment platforms have demonstrated incredible resilience. Excluding currency changes, total payment volume across all of its platforms has climbed by a low double-digit percentage in 2022. The ability to sustain strong growth in such a challenging economic environment shows how powerful digital payments are as a long-term growth trend.Equally important is PayPal's innovation. Last year, the company acquired Paidy, a buy now, pay later (BNPL) service in Japan. Then in June 2022, it introduced \"Pay Monthly,\" which further expanded its BNPL offerings in the United States.  Even though CEO Dan Schulman is aiming to cut $1.3 billion from his company's operating expenses in 2023, PayPal isn't skimping on innovation.But as a shareholder of PayPal, the most reassuring data point is the increasing engagement of active accounts. Following a temporary engagement slowdown caused by the pandemic, the average active PayPal account completed 50.1 transactions over the trailing-12-month (TTM) period, ended Sept. 30, 2022. That's up from just 40.1 over the TTM at the end of 2020. This is phenomenal growth for a fee-driven platform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501149,"gmtCreate":1671314756781,"gmtModify":1676538522500,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501149","repostId":"2291076952","repostType":4,"repost":{"id":"2291076952","kind":"highlight","pubTimestamp":1671260506,"share":"https://ttm.financial/m/news/2291076952?lang=&edition=fundamental","pubTime":"2022-12-17 15:01","market":"us","language":"en","title":"Better Buy: Amazon vs. Apple","url":"https://stock-news.laohu8.com/highlight/detail?id=2291076952","media":"Motley Fool","summary":"Both of these stocks have excellent long-term outlooks, but one is unquestionably the better buy.","content":"<html><head></head><body><p>A stock market sell-off in 2022 has tanked the share prices of some of the world&#39;s most valuable companies, creating an excellent time to invest in growth stocks like <b>Amazon</b> (AMZN) and <b>Apple</b> (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.</p><p>Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you&#39;re only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let&#39;s assess.</p><h2>1. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a></h2><p>Amazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company&#39;s stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.</p><p>In the third quarter of 2022, Amazon&#39;s revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.</p><p>In its e-commerce business, the company&#39;s North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon&#39;s international revenue rose 12%, excluding exchange fluctuations.</p><p>The bright spot of Amazon&#39;s year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform&#39;s segment made up 100% of the company&#39;s operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.</p><p>While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS&#39;s continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.</p><p>However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.</p><h2>2. <a href=\"https://laohu8.com/S/AAPL\">Apple</a></h2><p>Despite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon&#39;s stock has increased by 55% in five years.</p><p>In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company&#39;s iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.</p><p>Similarly, the company&#39;s Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.</p><p>Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company&#39;s revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.</p><p>The company is now making a portion of its iPhone 14s in India, with <b>JP Morgan Chase </b>estimating that about 25% of all Apple&#39;s products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn&#39;t dampen its long-term prospects.</p><p>In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple&#39;s second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.</p><p>Regarding key metrics for Amazon and Apple, Amazon&#39;s price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple&#39;s is about 23 after declining 24% since last December.</p><p>In terms of free cash flow, Amazon&#39;s stood at a negative 26.3 billion as of Sept. 30, while Apple&#39;s came in at $111.44 billion.</p><p>Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company&#39;s ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.</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>Better Buy: Amazon vs. Apple</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\">\nBetter Buy: Amazon vs. Apple\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 15:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMZN":"亚马逊"},"source_url":"https://www.fool.com/investing/2022/12/16/better-buy-amazon-vs-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291076952","content_text":"A stock market sell-off in 2022 has tanked the share prices of some of the world's most valuable companies, creating an excellent time to invest in growth stocks like Amazon (AMZN) and Apple (AAPL). These companies are known as leaders of their respective industries, yet have watched their stocks suffer double-digit declines over the past year.Regardless, Amazon and Apple continue to have great long-term outlooks, making both of their stocks worth an investment. However, if you're only looking to add one stock to your portfolio, you might wonder which is the better buy. So, let's assess.1. AmazonAmazon has come a long way since starting out as an online book retailer in 1994, expanding into several lucrative industries. The company's stock has plummeted 46% since January amid macroeconomic headwinds. However, its diverse business has continued to see revenue growth in 2022, a promising sign for its future.In the third quarter of 2022, Amazon's revenue rose 14.7% year over year to $127.1 billion, with operating income coming in at $2.5 billion.In its e-commerce business, the company's North American segment increased by 20% to $78.8 billion, and its international revenue decreased by 5% to $27.7 billion. However, its earnings abroad primarily suffered from changes in foreign exchange rates, resulting in a strong dollar. Thus, Amazon's international revenue rose 12%, excluding exchange fluctuations.The bright spot of Amazon's year amid an economic downturn has, no doubt, been its cloud computing business, Amazon Web Services (AWS). The platform's segment made up 100% of the company's operating income in Q3 2022, with revenue increasing 27% year over year to $20.5 billion.While a potential recession in 2023 could lead to further declines in its e-commerce business, AWS's continued growth over the last year proves it will likely continue flourishing no matter the economic climate and prop the company up through a possibly challenging year.However, according to the Federal Reserve, consumer spending has risen for the last three quarters. If this continues on its current trajectory, Amazon could see a return to operating income in its e-commerce business next year, along with continued growth in AWS.2. AppleDespite falling 21% year to date, Apple stock has risen 228% over the last five years, making it one of the best growth companies out there. By comparison, Amazon's stock has increased by 55% in five years.In a year plagued by tech industry declines, Apple has reported strong sales for its products. In the fourth quarter of 2022, the company's iPhone revenue increased by 9.6% to $42.6 billion despite worldwide smartphone shipments decreasing by 9.7%, according to IDC.Similarly, the company's Mac segment reported growth of 25.3% year over year, hitting $11.5 billion, while worldwide PC shipments fell 15%.Apple has attracted investor concern over the last month because of its dependence on China for iPhone production as the smartphones made up 52% of the company's revenue in its fiscal 2022. COVID-19 restrictions in the country have strained production and motivated Apple to begin diversifying its iPhone manufacturing.The company is now making a portion of its iPhone 14s in India, with JP Morgan Chase estimating that about 25% of all Apple's products will be produced there by 2025. It could take years for Apple to move out of China completely; however, that doesn't dampen its long-term prospects.In addition to diversifying its product manufacturing, the company has a swiftly growing services business that could alleviate pressure from its iPhone segment. As Apple's second-biggest segment in its fiscal 2022, services revenue rose 14% year over year to $78.1 billion. By contrast, iPhone revenue increased by 7% during the year.Regarding key metrics for Amazon and Apple, Amazon's price-to-earnings ratio is at 84, rising 27% in the last year. Meanwhile, Apple's is about 23 after declining 24% since last December.In terms of free cash flow, Amazon's stood at a negative 26.3 billion as of Sept. 30, while Apple's came in at $111.44 billion.Amazon continues to have an excellent outlook over the long term. However, Apple has fared far better in 2022, and the stock currently offers more value. Additionally, the company's ability to keep up stellar demand for its products in a poor economic climate makes its stock undoubtedly a more reliable and better buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501283,"gmtCreate":1671314831742,"gmtModify":1676538522507,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501283","repostId":"2292004292","repostType":4,"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928604327,"gmtCreate":1671250805070,"gmtModify":1676538515920,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Thank you","listText":"Thank you","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928604327","repostId":"2292004292","repostType":4,"repost":{"id":"2292004292","kind":"highlight","pubTimestamp":1671248962,"share":"https://ttm.financial/m/news/2292004292?lang=&edition=fundamental","pubTime":"2022-12-17 11:49","market":"us","language":"en","title":"Tesla: Potential 38.6% Annualized Return","url":"https://stock-news.laohu8.com/highlight/detail?id=2292004292","media":"Seeking Alpha","summary":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is expanding their product offerings.</li><li>There are numerous potential positive and negative impacts for 2023.</li><li>The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.</li></ul><h2>Investment Thesis</h2><p>Tesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.</p><h2>Tesla</h2><p>Global deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla&#39;s total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.</p><p>Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services &amp; Other (7.1%), and Energy Generation &amp; Storage (5.2%).</p><p>TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.</p><h2>Potential Positive Impacts For 2023</h2><ol><li>Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.</li><li>Tesla recently opened new plants in Texas and Germany.</li><li>TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry&#39;s two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.</li><li>Tesla continually plans to reduce battery costs and boost vehicle range.</li><li>China will reopen eventually.</li><li>Gas prices are higher.</li><li>Tesla has virtually no debt and continues to spend little to nothing on advertising.</li></ol><h2>Potential Negative Impacts For 2023</h2><ol><li>Big automakers are introducing more and more EV vehicles at lower prices.</li><li>A recession may temporarily reduce sales.</li><li>Higher interest rates may temporarily reduce sales.</li><li>Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.</li><li>Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)</li><li>TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.</li><li>Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.</li></ol><h2>Q3 Quarterly Results</h2><p>TSLA announced record Q3 earnings in their October 19th press release.</p><ul><li>Production of 365K vehicles</li><li>Delivery of 343K vehicles</li><li>Operating cash flow less Capex (free cash flow) was $3.3B</li><li>Cash and marketable securities increased by $2.2B to $21.1B</li><li>Operating margin was 17.2%</li><li>Revenue grew 56% vs. last year</li></ul><p>Musk mentioned the following about growth on the conference call.</p><blockquote>Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we&#39;re trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we&#39;re just fundamentally running out of -- there weren&#39;t enough boats, there weren&#39;t enough trains, there weren&#39;t enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren&#39;t just enough transportation objects to move them around.</blockquote><p>Musk responded to questions about the product.</p><blockquote>So, we&#39;ll be handing over our first production Tesla Semis to Pepsi on December 1. I&#39;ll be there in person.</blockquote><blockquote>Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It&#39;s excellent. But the point is, it&#39;s a long-range truck and even with heavy cargo. And the number of times people tell, no, you can&#39;t -- it&#39;s impossible to make a long-range heavy-duty Class A truck. And then, I&#39;ll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I&#39;m like, no, that&#39;s not the answer; I was looking for numbers, literally. It&#39;s not a number. It&#39;s [indiscernible] table. You obviously don&#39;t need hydrogen for heavy trucks.</blockquote><blockquote>And we&#39;ll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we&#39;re tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we&#39;ll expand beyond North America. And these would sell -- I don&#39;t want to say the exact prices, but they&#39;re much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.</blockquote><p>The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.</p><h2>Good Technical Entry Point</h2><p>The share price of TSLA traded at $158.00 on December 15th. I&#39;ve added the green Fibonacci lines, using the high and low of the past five years for TSLA. It&#39;s interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.</p><p></p><p><img src=\"https://static.tigerbbs.com/d4d74a16eaf31e58b529a1b8c50655de\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Schwab StreetSmart Edge</p><p>The fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.</p><h2>Trends In Earnings Per Share, P/E Ratio, And Operating Margin</h2><p>The black line shows TSLA&#39;s stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.</p><p>The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla&#39;s growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.</p><p><img src=\"https://static.tigerbbs.com/4d13a6319189ad952ac60082b701f502\" tg-width=\"640\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>FastGraphs.com</p><p>TSLA&#39;s operating margin has been increasing for the past five years.</p><p><img src=\"https://static.seekingalpha.com/uploads/2022/12/15/737809-167112985977127.png\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><p>The stock price has not yet caught up with the increasing sales and EPS.</p><p><img src=\"https://static.tigerbbs.com/c5e35f969fef71b655da5962d71daf93\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>StockRover.com</p><h2><b>Sell Covered Calls</b></h2><p>My answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June&#39;s $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that&#39;s fine since capital is returned sooner.</p><p>The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.</p><p>If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.</p><h2>Takeaway</h2><p>TSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA&#39;s stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.</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>Tesla: Potential 38.6% Annualized Return</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Potential 38.6% Annualized Return\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-17 11:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles ...</p>\n\n<a href=\"https://seekingalpha.com/article/4564906-tesla-potential-38-6-percent-annualized-return\">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/4564906-tesla-potential-38-6-percent-annualized-return","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2292004292","content_text":"SummaryTesla is expanding their product offerings.There are numerous potential positive and negative impacts for 2023.The Inflation Reduction Act may provide a $7,500 incentive on some vehicles beginning on 1/1/23.Investment ThesisTesla (NASDAQ:TSLA) should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. TSLA can provide an excellent return from the covered call premium even if the stock does not move much.TeslaGlobal deliveries in 2021 were a little over 936,000 units. The 2021 breakdown of Tesla's total revenues by country were U.S. (44.5%), China (25.7%), and Other (29.8%). Tesla has ambitious growth plans, but the output may be restricted by global semiconductor shortages and supply chain issues, at least in the near term.Its stores do not carry extensive inventories, and many customers choose to customize their vehicles. Tesla has four reportable segments: Automotive sales (84.7% of total 2021 revenues), Automotive Leasing (3.1%), Services & Other (7.1%), and Energy Generation & Storage (5.2%).TSLA has annual sales of $74.8B with 99.3K employees. They are 44.7% owned by institutions, with 3.0% short interest. Their return on equity is 28.1%, and they have a 25.0% return on invested capital. The free cash flow yield per share is 1.6%, and their buyback yield per share is 0.0%. Their Piotroski F-score is eight, indicating strength. They have a price-to-book ratio of 12.5.Potential Positive Impacts For 2023Tesla is expanding their product offerings. The first deliveries of the Semi were achieved on December 1, 2022, which should be followed by the Cybertruck (late 2023), Roadster, and Optimus robot. The Cybertruck is believed to have reservations of more than 1.5 million. Eventually, Tesla will roll out more affordable sedans and SUV platforms in the coming years.Tesla recently opened new plants in Texas and Germany.TSLA is a big winner from the Inflation Reduction Act, as most versions of the industry's two best-selling EVs (the Model Y and Model 3) will probably become eligible for the $7,500 federal EV tax credit, effective January 1, 2023.Tesla continually plans to reduce battery costs and boost vehicle range.China will reopen eventually.Gas prices are higher.Tesla has virtually no debt and continues to spend little to nothing on advertising.Potential Negative Impacts For 2023Big automakers are introducing more and more EV vehicles at lower prices.A recession may temporarily reduce sales.Higher interest rates may temporarily reduce sales.Global semiconductor shortages and supply chain issues are improving, but the output may still be restricted.Elon Musk has sold over $23 billion in stock this year, presumably to fund Twitter, and he may sell more shares. (The Twitter impact on Tesla will probably fade, especially if a Twitter CEO is announced.)TSLA stock ownership is about 44% institutions, 16% insiders, and 40% retail investors, any of whom may not hold shares waiting for a rebound.Higher raw material, logistics, labor, and warranty costs may continue to be a headwind.Q3 Quarterly ResultsTSLA announced record Q3 earnings in their October 19th press release.Production of 365K vehiclesDelivery of 343K vehiclesOperating cash flow less Capex (free cash flow) was $3.3BCash and marketable securities increased by $2.2B to $21.1BOperating margin was 17.2%Revenue grew 56% vs. last yearMusk mentioned the following about growth on the conference call.Actually, one caveat, I should say, is growing production by 50% every year because of deliveries -- we're trying to smooth out the deliveries and not have this crazy delivery rate at the end of every quarter, so. In fact, we're just fundamentally running out of -- there weren't enough boats, there weren't enough trains, there weren't enough car carriers to actually support the wave because it got too big. So, whether we like it or not, we actually have to smooth out the delivery of cars intra-quarter because there aren't just enough transportation objects to move them around.Musk responded to questions about the product.So, we'll be handing over our first production Tesla Semis to Pepsi on December 1. I'll be there in person.Yes, exactly; very important, no sacrifice to cargo capacity, 500-mile range. To be clear, 500 miles with the cargo. Yes, 500 miles with the cargo on level ground. Yes, sure. Not up. It's excellent. But the point is, it's a long-range truck and even with heavy cargo. And the number of times people tell, no, you can't -- it's impossible to make a long-range heavy-duty Class A truck. And then, I'll ask, well, what are your assumptions about what hour kilogram and what hours per mile, and they look at me with a blank stare and then say hydrogen. I'm like, no, that's not the answer; I was looking for numbers, literally. It's not a number. It's [indiscernible] table. You obviously don't need hydrogen for heavy trucks.And we'll be ramping up Semi production through next year. As I think everyone knows at this point, it takes about a year to ramp up production. So, we expect to see significant -- we're tentatively aiming for 50,000 units in 2024 for Tesla Semi in North America. And obviously, we'll expand beyond North America. And these would sell -- I don't want to say the exact prices, but they're much more than a passenger vehicle. So, with a few thousand heavy trucks of this nature, it would be worth several Model Ys.The 50,000-unit forecast for 2024 seems too aggressive. I suspect TSLA will trade above $160.00 in the next year or two, even if the truck forecast is too aggressive.Good Technical Entry PointThe share price of TSLA traded at $158.00 on December 15th. I've added the green Fibonacci lines, using the high and low of the past five years for TSLA. It's interesting to note how the market pauses or bounces off these Fibonacci lines. They can be one clue as to where the stock price may be headed. TSLA is slightly below the 38.2% Fibonacci retracement level but could go lower. However, I believe that TSLA will trade above $160.00 by June for the reasons in this article.Schwab StreetSmart EdgeThe fifteen most accurate analysts have an average one-year price target of $288.43, indicating an 82.5% potential upside from the December 15th trading price of $158.00 if they are correct. Their ratings are ten buys, four holds, and one sell. Analysts are just one of my indicators, and they are not perfect, but they are usually in the ballpark with estimates or at least headed in the right direction. They often seem a bit optimistic, so I suspect prices may end up lower than their one-year targets to be on the safe side.Trends In Earnings Per Share, P/E Ratio, And Operating MarginThe black line shows TSLA's stock price for the past twelve years. Look at the chart of numbers below the graph to see that TSLA adjusted earnings were $0.00 in 2019, $0.75 in 2020, and $2.26 in 2021. They are projected to earn $4.10 in 2022, $5.75 in 2023, and $6.91 in 2024.The P/E ratio for TSLA is currently very high. If TSLA earns $6.91 in 2024, the stock could trade at $160.00 if the market assigns a 23.1 P/E ratio. Tesla's growth rate is so strong that it would not surprise me to see TSLA trading above $160.00 a year or two from now.FastGraphs.comTSLA's operating margin has been increasing for the past five years.StockRover.comThe stock price has not yet caught up with the increasing sales and EPS.StockRover.comSell Covered CallsMy answer to uncertainty is to sell covered calls on TSLA six months out. TSLA traded at $158.00 on December 15th, and June's $160.00 covered calls are at or near $28.60. One covered call requires 100 shares of stock to be purchased. The stock will be called away if it trades above $160.00 on June 16th. It may even be called away sooner if the price exceeds $160.00, but that's fine since capital is returned sooner.The investor can earn $2,860 from call premium and $200 from stock price appreciation. This totals $3,060 in estimated profit on a $15,800 investment, which is a 38.6% annualized return since the period is 183 days.If the stock is below $160.00 on June 16th, investors will still make a profit on this trade down to the net stock price of $129.40. Selling covered calls reduces your risk.TakeawayTSLA should see higher stock prices due to expanded product offerings and production capacity, plus a possible $7,500 incentive. Even if TSLA's stock price only moves from $158.00 to $160.00 by June 16th, a 38.6% potential annualized return is possible, including the covered call premium.","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925466771,"gmtCreate":1672097016594,"gmtModify":1676538632504,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"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/9925466771","repostId":"2294000885","repostType":4,"repost":{"id":"2294000885","kind":"highlight","pubTimestamp":1672022691,"share":"https://ttm.financial/m/news/2294000885?lang=&edition=fundamental","pubTime":"2022-12-26 10:44","market":"us","language":"en","title":"Which FAANG Stock Will Be the Top Performer in 2023?","url":"https://stock-news.laohu8.com/highlight/detail?id=2294000885","media":"Motley Fool","summary":"Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there's one company poised to outperform in the new year.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>Wall Street is suffering through its worst year in more than a decade.</li><li>All five FAANG stocks are facing significant headwinds in 2023.</li><li>One industry-leading FAANG has the attractive valuation and catalysts necessary to outperform in a challenging environment.</li></ul><p>With less than a week to go before we turn the page on 2022, it&#39;s fair to say it&#39;s been one of the worst years for investors in a long time. The <b>Dow Jones Industrial Average</b>, <b>S&amp;P 500</b>, and <b>Nasdaq Composite</b> have all entered respective bear markets, with the major indexes on track to deliver their worst returns since 2008.</p><p>Worse yet, the usually sure-footed FAANG stocks haven&#39;t been spared from the carnage. By &#34;FAANG,&#34; I&#39;m referring to:</p><ul><li>Facebook, which is now a subsidiary of <b><a href=\"https://laohu8.com/S/META\">Meta Platforms</a></b></li><li><b>Apple</b></li><li><b>Amazon</b></li><li><b>Netflix</b></li><li>Google, which is now a subsidiary of <b>Alphabet</b></li></ul><p>Through the closing bell on Dec. 22, 2022, Meta, Apple, Amazon, Netflix, and Alphabet (the Class A shares, GOOGL) were respectively lower by 65%, 25%, 50%, 51%, and 39% on a year-to-date basis. <i>Yuck</i>!</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f36b1ef9b9c7a793365028bd8efe042\" tg-width=\"700\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The FAANG stocks are all facing significant headwinds in the new year</h2><p>The unfortunate issue for these industry leaders is that their near-term headwinds aren&#39;t going to disappear overnight.</p><p>For example, Apple has been the leader of this group, with a decline in 2022 of &#34;only&#34; 25%. Not only is it likely to deal with continued supply chain uncertainty tied to China&#39;s COVID-19 mitigation policies, but rapidly rising interest rates have removed its access to cheap capital. For years, Apple has leaned on ultra-low-rate debt offerings to raise capital for share repurchases. That&#39;s very unlikely to occur in 2023.</p><p>Netflix is another FAANG stock that&#39;ll be facing its own set of difficult circumstances in the new year. <b>Walt Disney</b> recently surpassed Netflix in terms of aggregate streaming subscribers (Disney+, Hulu, and ESPN+, combined), and Netflix&#39;s aggressive international expansion has led to cash outflows or relatively minimal positive operating cash flow. At a time when valuations have come under scrutiny, Netflix&#39;s premium valuation to its cash flow stands out for all the wrong reasons.</p><p>As for ad-driven businesses Meta Platforms and Alphabet, ad spending looks to take a serious hit for at least the early portion of 2023. It&#39;s not uncommon for advertisers to pare back spending when economic uncertainty arises. That&#39;s an especially big problem for Meta given that its increased spending on metaverse projects has substantially shrunk its free cash flow.</p><p>Lastly, Amazon is expected to deal with weakness from its flagship e-commerce marketplace. Even though online retail sales aren&#39;t where Amazon generates most of its operating cash flow, it&#39;s the operating segment that&#39;s become the face of the company. High inflation and a potentially weaker U.S. economy bode poorly for Amazon&#39;s top revenue-producing segment in 2023.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53c52f528b7d5e01d93c5fa32c23ca16\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>The best-performing FAANG stock for 2023 is likely to be...</h2><p>However, not even the FAANG stocks are created equally. Even though these five stocks have been industry leaders and outperformers for more than a decade, they&#39;ll likely produce very different returns next year.</p><p>Among Meta, Apple, Amazon, Netflix, and Alphabet, there stands one company that has a good chance to outperform its peers in 2023. That company is Google, YouTube, and Waymo parent, Alphabet.</p><p>As noted, Alphabet is almost assured of ad-spending weakness during the first half of 2023. With the Federal Reserve expected to further raise interest rates, the likelihood of a U.S. recessions grows. Ad spending tends to front-run the prospect of economic weakness.</p><p>But there&#39;s another side to this coin. Though ad spending is highly cyclical, the economic cycle very much favors the patient. While recessions are an inevitable part of that cycle, they usually last for no more than a couple of quarters. By comparison, economic expansions are measured in years. Ad-price weakness for Alphabet should prove temporary.</p><p>To build on this point, Alphabet is a veritable monopoly in the internet search space thanks to Google. Looking back through three years of monthly data from GlobalStats, internet search engine Google has accounted for no less than 91% of all global search share. It&#39;s pretty clear that Google gives advertisers the best chance to reach their targeted audience, which more often than not means ad-pricing power will be in Alphabet&#39;s favor.</p><p>Another reason to be excited about Alphabet is because of its ancillary operating growth. Its acquisition of YouTube for $1.65 billion in 2006 looks smarter with each passing day. According to figures from DataReportal, YouTube has 2.52 billion monthly active users (MAUs), which is second among social media sties only to Facebook&#39;s slightly more than 2.9 billion MAUs. Alphabet is in the process of improving monetization for YouTube Shorts (short-form videos lasting less than 60 seconds), and should benefit immensely from landing the <i>Sunday Ticket</i> package from the National Football League over the next seven years.</p><p>Alphabet is also benefiting from the rapid growth of cloud infrastructure service segment Google Cloud. Despite an exceptionally challenging environment for businesses of all sizes, Google Cloud reported 38% revenue growth during the third quarter from the prior-year period, and is approaching nearly $28 billion in annual run-rate revenue. That&#39;s good enough for a 9% share of global cloud infrastructure spending, based on the latest estimates from Canalys.</p><p>Although this is a money-losing segment for Alphabet at the moment, cloud services have a tendency to generate considerably better margins than advertising. This operating segment has the potential to be a big-time winner for Alphabet by mid-decade, as well as offset ad-sales weakness in the short term.</p><p>Lastly, Alphabet is, arguably, the best value of the bunch among the FAANG stocks. As of the end of September, the company had $116.3 billion in cash, cash equivalents, and marketable securities, compared to just $14.7 billion in long-term debt. Having more than $101 billion in net cash has its perks. It allows Alphabet to buy back its own stock as a lift to shareholders, and it ensures the company can continue to innovate without any disruption.</p><p>Over the past five years, investors have willingly paid a multiple of close to 19 times cash flow to buy shares of Alphabet. But thanks to its virtual monopoly in internet search, as well as the rapid growth of its higher-margin ancillary operations, the company&#39;s operating cash flow can more than double over the next four years. Even if revenue stagnates in 2023, cash flow per share can still grow by a double-digit percentage.</p><p>Based on its current share price, investors can buy into the Alphabet growth story right now for roughly 6 times Wall Street&#39;s forecast cash flow for the company in 2026. It&#39;s arguably the best and safest deal among the FAANG stocks, which makes Alphabet the logical choice to outperform in 2023.</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>Which FAANG Stock Will Be the Top Performer in 2023?</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\">\nWhich FAANG Stock Will Be the Top Performer in 2023?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 10:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSWall Street is suffering through its worst year in more than a decade.All five FAANG stocks are facing significant headwinds in 2023.One industry-leading FAANG has the attractive valuation ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4122":"互联网与直销零售","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","META":"Meta Platforms, Inc.","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4514":"搜索引擎","AMZN":"亚马逊","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4515":"5G概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","GOOGL":"谷歌A","BK4571":"数字音乐概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4566":"资本集团","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0109392836.USD":"富兰克林科技股A","NFLX":"奈飞","BK4527":"明星科技股","BK4501":"段永平概念"},"source_url":"https://www.fool.com/investing/2022/12/25/which-faang-stock-will-be-top-performer-in-2023/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2294000885","content_text":"KEY POINTSWall Street is suffering through its worst year in more than a decade.All five FAANG stocks are facing significant headwinds in 2023.One industry-leading FAANG has the attractive valuation and catalysts necessary to outperform in a challenging environment.With less than a week to go before we turn the page on 2022, it's fair to say it's been one of the worst years for investors in a long time. The Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all entered respective bear markets, with the major indexes on track to deliver their worst returns since 2008.Worse yet, the usually sure-footed FAANG stocks haven't been spared from the carnage. By \"FAANG,\" I'm referring to:Facebook, which is now a subsidiary of Meta PlatformsAppleAmazonNetflixGoogle, which is now a subsidiary of AlphabetThrough the closing bell on Dec. 22, 2022, Meta, Apple, Amazon, Netflix, and Alphabet (the Class A shares, GOOGL) were respectively lower by 65%, 25%, 50%, 51%, and 39% on a year-to-date basis. Yuck!Image source: Getty Images.The FAANG stocks are all facing significant headwinds in the new yearThe unfortunate issue for these industry leaders is that their near-term headwinds aren't going to disappear overnight.For example, Apple has been the leader of this group, with a decline in 2022 of \"only\" 25%. Not only is it likely to deal with continued supply chain uncertainty tied to China's COVID-19 mitigation policies, but rapidly rising interest rates have removed its access to cheap capital. For years, Apple has leaned on ultra-low-rate debt offerings to raise capital for share repurchases. That's very unlikely to occur in 2023.Netflix is another FAANG stock that'll be facing its own set of difficult circumstances in the new year. Walt Disney recently surpassed Netflix in terms of aggregate streaming subscribers (Disney+, Hulu, and ESPN+, combined), and Netflix's aggressive international expansion has led to cash outflows or relatively minimal positive operating cash flow. At a time when valuations have come under scrutiny, Netflix's premium valuation to its cash flow stands out for all the wrong reasons.As for ad-driven businesses Meta Platforms and Alphabet, ad spending looks to take a serious hit for at least the early portion of 2023. It's not uncommon for advertisers to pare back spending when economic uncertainty arises. That's an especially big problem for Meta given that its increased spending on metaverse projects has substantially shrunk its free cash flow.Lastly, Amazon is expected to deal with weakness from its flagship e-commerce marketplace. Even though online retail sales aren't where Amazon generates most of its operating cash flow, it's the operating segment that's become the face of the company. High inflation and a potentially weaker U.S. economy bode poorly for Amazon's top revenue-producing segment in 2023.Image source: Getty Images.The best-performing FAANG stock for 2023 is likely to be...However, not even the FAANG stocks are created equally. Even though these five stocks have been industry leaders and outperformers for more than a decade, they'll likely produce very different returns next year.Among Meta, Apple, Amazon, Netflix, and Alphabet, there stands one company that has a good chance to outperform its peers in 2023. That company is Google, YouTube, and Waymo parent, Alphabet.As noted, Alphabet is almost assured of ad-spending weakness during the first half of 2023. With the Federal Reserve expected to further raise interest rates, the likelihood of a U.S. recessions grows. Ad spending tends to front-run the prospect of economic weakness.But there's another side to this coin. Though ad spending is highly cyclical, the economic cycle very much favors the patient. While recessions are an inevitable part of that cycle, they usually last for no more than a couple of quarters. By comparison, economic expansions are measured in years. Ad-price weakness for Alphabet should prove temporary.To build on this point, Alphabet is a veritable monopoly in the internet search space thanks to Google. Looking back through three years of monthly data from GlobalStats, internet search engine Google has accounted for no less than 91% of all global search share. It's pretty clear that Google gives advertisers the best chance to reach their targeted audience, which more often than not means ad-pricing power will be in Alphabet's favor.Another reason to be excited about Alphabet is because of its ancillary operating growth. Its acquisition of YouTube for $1.65 billion in 2006 looks smarter with each passing day. According to figures from DataReportal, YouTube has 2.52 billion monthly active users (MAUs), which is second among social media sties only to Facebook's slightly more than 2.9 billion MAUs. Alphabet is in the process of improving monetization for YouTube Shorts (short-form videos lasting less than 60 seconds), and should benefit immensely from landing the Sunday Ticket package from the National Football League over the next seven years.Alphabet is also benefiting from the rapid growth of cloud infrastructure service segment Google Cloud. Despite an exceptionally challenging environment for businesses of all sizes, Google Cloud reported 38% revenue growth during the third quarter from the prior-year period, and is approaching nearly $28 billion in annual run-rate revenue. That's good enough for a 9% share of global cloud infrastructure spending, based on the latest estimates from Canalys.Although this is a money-losing segment for Alphabet at the moment, cloud services have a tendency to generate considerably better margins than advertising. This operating segment has the potential to be a big-time winner for Alphabet by mid-decade, as well as offset ad-sales weakness in the short term.Lastly, Alphabet is, arguably, the best value of the bunch among the FAANG stocks. As of the end of September, the company had $116.3 billion in cash, cash equivalents, and marketable securities, compared to just $14.7 billion in long-term debt. Having more than $101 billion in net cash has its perks. It allows Alphabet to buy back its own stock as a lift to shareholders, and it ensures the company can continue to innovate without any disruption.Over the past five years, investors have willingly paid a multiple of close to 19 times cash flow to buy shares of Alphabet. But thanks to its virtual monopoly in internet search, as well as the rapid growth of its higher-margin ancillary operations, the company's operating cash flow can more than double over the next four years. Even if revenue stagnates in 2023, cash flow per share can still grow by a double-digit percentage.Based on its current share price, investors can buy into the Alphabet growth story right now for roughly 6 times Wall Street's forecast cash flow for the company in 2026. It's arguably the best and safest deal among the FAANG stocks, which makes Alphabet the logical choice to outperform in 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926456688,"gmtCreate":1671616432444,"gmtModify":1676538564366,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"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/9926456688","repostId":"1192395170","repostType":4,"repost":{"id":"1192395170","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1671614071,"share":"https://ttm.financial/m/news/1192395170?lang=&edition=fundamental","pubTime":"2022-12-21 17:14","market":"us","language":"en","title":"Micron Technology, Carnival, Nike, FedEx And more: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1192395170","media":"Benzinga","summary":"With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab inv","content":"<html><head></head><body><p>With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CCL\">Carnival Corporation</a> to report a quarterly loss at $0.87 per share on revenue of $3.91 billionbefore the openingbell. Carnival shares gained 2.2% to $8.28 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/NKE\">NIKE, Inc.</a> reported better-than-expected results for its second quarter on Tuesday. Nike shares jumped 12.8% to $116.39 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/CTAS\">Cintas Corporation</a> to have earned $3.03 per share on revenue of $2.13 billion for the latest quarter. The company will release earnings before the markets open. Cintas shares fell 0.1% to $443.70 in the after-hours trading session.</li></ul><ul><li><a href=\"https://laohu8.com/S/FDX\">FedEx Corporation</a> posted upbeat earnings for its second quarter, while sales missed expectations. The company also said it sees FY23 earnings of $13.00 to $14.00 per share, versus analysts’ estimates of $14.08 per share. FedEx shares gained 5% to $172.49 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/MU\">Micron Technology, Inc.</a> to post a quarterly loss at $0.01 per share on revenue of $4.12 billion after the closing bell. Micron shares gained 0.6% to $51.00 in the after-hours trading session.</li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology, Carnival, Nike, FedEx And more: U.S. Stocks To Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology, Carnival, Nike, FedEx And more: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-12-21 17:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:</p><ul><li>Wall Street expects <a href=\"https://laohu8.com/S/CCL\">Carnival Corporation</a> to report a quarterly loss at $0.87 per share on revenue of $3.91 billionbefore the openingbell. Carnival shares gained 2.2% to $8.28 in after-hours trading.</li><li><a href=\"https://laohu8.com/S/NKE\">NIKE, Inc.</a> reported better-than-expected results for its second quarter on Tuesday. Nike shares jumped 12.8% to $116.39 in the after-hours trading session.</li><li>Analysts are expecting <a href=\"https://laohu8.com/S/CTAS\">Cintas Corporation</a> to have earned $3.03 per share on revenue of $2.13 billion for the latest quarter. The company will release earnings before the markets open. Cintas shares fell 0.1% to $443.70 in the after-hours trading session.</li></ul><ul><li><a href=\"https://laohu8.com/S/FDX\">FedEx Corporation</a> posted upbeat earnings for its second quarter, while sales missed expectations. The company also said it sees FY23 earnings of $13.00 to $14.00 per share, versus analysts’ estimates of $14.08 per share. FedEx shares gained 5% to $172.49 in the after-hours trading session.</li><li>Analysts expect <a href=\"https://laohu8.com/S/MU\">Micron Technology, Inc.</a> to post a quarterly loss at $0.01 per share on revenue of $4.12 billion after the closing bell. Micron shares gained 0.6% to $51.00 in the after-hours trading session.</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CCL":"嘉年华邮轮","NKE":"耐克","MU":"美光科技","FDX":"联邦快递"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192395170","content_text":"With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Carnival Corporation to report a quarterly loss at $0.87 per share on revenue of $3.91 billionbefore the openingbell. Carnival shares gained 2.2% to $8.28 in after-hours trading.NIKE, Inc. reported better-than-expected results for its second quarter on Tuesday. Nike shares jumped 12.8% to $116.39 in the after-hours trading session.Analysts are expecting Cintas Corporation to have earned $3.03 per share on revenue of $2.13 billion for the latest quarter. The company will release earnings before the markets open. Cintas shares fell 0.1% to $443.70 in the after-hours trading session.FedEx Corporation posted upbeat earnings for its second quarter, while sales missed expectations. The company also said it sees FY23 earnings of $13.00 to $14.00 per share, versus analysts’ estimates of $14.08 per share. FedEx shares gained 5% to $172.49 in the after-hours trading session.Analysts expect Micron Technology, Inc. to post a quarterly loss at $0.01 per share on revenue of $4.12 billion after the closing bell. Micron shares gained 0.6% to $51.00 in the after-hours trading session.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942534938,"gmtCreate":1681254195524,"gmtModify":1681254198932,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"How to get more redemption chances??","listText":"How to get more redemption chances??","text":"How to get more redemption chances??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942534938","isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942896111,"gmtCreate":1681173795334,"gmtModify":1681173799534,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Having fun with the game!!","listText":"Having fun with the game!!","text":"Having fun with the game!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942896111","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942988084,"gmtCreate":1681103935049,"gmtModify":1681103939152,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Start the hunt and get more DIS","listText":"Start the hunt and get more DIS","text":"Start the hunt and get more DIS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942988084","isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9942080189,"gmtCreate":1681083767141,"gmtModify":1681083770694,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"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/9942080189","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946058724,"gmtCreate":1680824563969,"gmtModify":1680824567743,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Great fun jumping to the sky","listText":"Great fun jumping to the sky","text":"Great fun jumping to the sky","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946058724","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9926423557,"gmtCreate":1671612592479,"gmtModify":1676538563820,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"[Strong]&nbsp;","listText":"[Strong]&nbsp;","text":"[Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9926423557","repostId":"1127866515","repostType":4,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928501561,"gmtCreate":1671314852853,"gmtModify":1676538522515,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928501561","repostId":"1150856175","repostType":4,"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928822961,"gmtCreate":1671243903253,"gmtModify":1676538514651,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928822961","repostId":"1130673609","repostType":4,"repost":{"id":"1130673609","kind":"news","pubTimestamp":1671193555,"share":"https://ttm.financial/m/news/1130673609?lang=&edition=fundamental","pubTime":"2022-12-16 20:25","market":"us","language":"en","title":"Why 2022 Was Such a Wild Year for Traders Who Bet on Dealmaking","url":"https://stock-news.laohu8.com/highlight/detail?id=1130673609","media":"Bloomberg","summary":"Antitrust concerns, macro headwinds push deal spreads widerMicrosoft-Activision in focus with lucrat","content":"<html><head></head><body><ul><li>Antitrust concerns, macro headwinds push deal spreads wider</li><li><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>-Activision in focus with lucrative upside potential</li></ul><p>It was one of the wildest years ever to be a merger arbitrage trader, but betting on 2022’s megadeals still turned out to be worth it…just.</p><p>Several arbitrage funds, which make — and lose — money based on their traders’ ability to predict the outcomes of dealmaking among public companies, managed to eke out gains this year, despite broader market turmoil that’s left major equities indexes nursing double digit losses. While their profits were modest compared to recent years, it’s a dramatic turnaround from midyear, when many looked poised to follow the benchmarks down.</p><p>The Merger Fund, which manages $4.4 billion in assets,is up 0.8%this year through Thursday, according to data compiled by Bloomberg. At its lowest point in June it had slipped more than 3% since the start of 2022. <a href=\"https://laohu8.com/S/BLK\">BlackRock</a>’s Event Driven <a href=\"https://laohu8.com/S/EQR\">Equity</a> Fund, with $8.2 billion of assets, is higher by 0.2%, but hasbounced backfrom a similar midyear low. Both are open-ended funds that disclose real-time results and are often used by traders to gauge the health of the strategy.</p><p>Anecdotally, other arbitrage traders said their average returns this year were in the low single digits.</p><p>Five-year averages for the funds detailed above were around 4%, but in a year where the S&amp;P 500 so far has fallen about 18% and an index tracking the US bond market has slipped 11%, even funds that lost money often did better than more general strategies.</p><p>“In a normal environment, it wasn’t a great year, but compared with almost any other asset class, including those traditional haven ones, this performance is not bad,” said Brett Buckley, an event-driven strategist atWallachBeth Capital LLC. “Merger arb funds delivered what they advertise — market neutral returns.”</p><p>An unusually volatile dealmaking environment meant merger arbitrage traders needed a higher-than-average tolerance for risk this year. Increased regulatory scrutiny and antitrust enforcement threw major transactions into doubt, fear of buyer’s remorse stalked deals as valuations plummeted, and a dearth of M&amp;A in general left funds more exposed to a smaller pool of situations.</p><p><img src=\"https://static.tigerbbs.com/df336828e495664bcac64da44169d6ed\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\"/></p><p>While betting on merger outcomes is rarely predictable, arbs are used to most deals following a similar trading pattern. A target’s stock shoots upward once a deal is leaked or announced, but usually stays below the offer price unless a counterbid is expected. That gap — or spread — narrows as the transaction moves toward closing, a process that can take anywhere from a couple of months to well over a year.</p><p>Those rules were thrown out the window in 2022. In the most high-profile deal of the year, <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> Inc., arbs endured a months-long roller-coaster ride in the stock as Elon Musk tried to back out of the takeover. But the reward was huge for those traders that stuck around: Twitter’s shares fell roughly 40% below the offer at one point, providing huge upside to anyone betting the deal would close.</p><p>Meanwhile a string of leveraged buyouts, fromTenneco Inc.toCitrix Systems Inc., saw their spreads blow up before eventually making it to closing, as banks struggled to offload the debt they’d financed for the deals.</p><p>Antitrust regulators also delivered a slew of enforcement actions. TheFederal Trade Commissionchallenged <a href=\"https://laohu8.com/S/LMT\">Lockheed Martin</a> Corp.’s purchase of <a href=\"https://laohu8.com/S/AJRD\">Aerojet Rocketdyne</a> Holdings Inc., while the Justice Department sued to block <a href=\"https://laohu8.com/S/UNH\">UnitedHealth</a> Group Inc’s acquisition of <a href=\"https://laohu8.com/S/CHNG\">Change Healthcare Inc.</a> Only the UnitedHealth-Change deal ultimately made it, and not every arbitrage fund was able to weather the volatility.</p><p>“Even if a deal ultimately closes, some investors might have to sell or trim positions as the deal progresses if the spread widens materially and downside risk or probability of closing changes,” said Frederic Boucher atSusquehanna International Group. “The volatility has been hard to stomach.”</p><p>East53 Capital, a merger arbitrage-focused strategy at Izzy Englander’s mega hedge fundMillennium Management, shuttered in July after its bets on M&amp;A involving companies such as Twitter performed poorly.</p><p>The average arb spread in the US — the gap between the deal price and the share price — rose from 9% annualized at the start of the year to 18% at one point in July. In recent weeks, the average spread has stabilized at around 12%, according to data from Alpharank.com.</p><p><img src=\"https://static.tigerbbs.com/ecb8358235700a4d0b576d256b08c635\" tg-width=\"641\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>Going into 2023, all eyes are on Microsoft Corp.’s $69 billion acquisition of <a href=\"https://laohu8.com/S/ATVI\">Activision Blizzard</a> Inc., which the FTC hassought to block. Other competition regulators, including in the UK and European Union, have also raised concerns. While the videogame company’s shares are trading around 20% below the offer price, Activision is still generating analyst buzz even if it stays as a standalone company. That risk-reward profile makes it a compelling bet for arbs.</p><p>“Activision has replaced Twitter as the deal du jour that everybody is interested in,” said Roy Behren, co-chief investment officer atWestchester Capital Management. The ultimate outcome will serve as a key clue for dealmakers and investors assessing the regulatory landscape for big tech M&amp;A going forward, he said.</p><p>Above all, what arbs really want next year is more deals to trade. A flurry of transactions this week added about $34 billion of M&amp;A involving US public-traded targets, bringing the total number of deals worth more than $500 million to 132 as 2022 draws to close. That’s still down from the 187 transactions that arbs were likely to wager on last year, according to data compiled by Bloomberg.</p><p>“The focus will be antitrust. Spreads right now, and particularly in deals with second requests, are very wide,” said Neetu Jhamb, an event-driven focused portfolio manager atVersor Investments. “The embedded returns in a portfolio holding all these deals is very attractive if they all close.”</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>Why 2022 Was Such a Wild Year for Traders Who Bet on Dealmaking</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 2022 Was Such a Wild Year for Traders Who Bet on Dealmaking\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-16 20:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-12-16/why-2022-was-a-wild-year-for-traders-who-bet-on-dealmaking><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Antitrust concerns, macro headwinds push deal spreads widerMicrosoft-Activision in focus with lucrative upside potentialIt was one of the wildest years ever to be a merger arbitrage trader, but ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-12-16/why-2022-was-a-wild-year-for-traders-who-bet-on-dealmaking\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ATVI":"动视暴雪","LMT":"洛克希德马丁","AJRD":"Aerojet Rocketdyne Holdings Inc","BLK":"贝莱德"},"source_url":"https://www.bloomberg.com/news/articles/2022-12-16/why-2022-was-a-wild-year-for-traders-who-bet-on-dealmaking","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130673609","content_text":"Antitrust concerns, macro headwinds push deal spreads widerMicrosoft-Activision in focus with lucrative upside potentialIt was one of the wildest years ever to be a merger arbitrage trader, but betting on 2022’s megadeals still turned out to be worth it…just.Several arbitrage funds, which make — and lose — money based on their traders’ ability to predict the outcomes of dealmaking among public companies, managed to eke out gains this year, despite broader market turmoil that’s left major equities indexes nursing double digit losses. While their profits were modest compared to recent years, it’s a dramatic turnaround from midyear, when many looked poised to follow the benchmarks down.The Merger Fund, which manages $4.4 billion in assets,is up 0.8%this year through Thursday, according to data compiled by Bloomberg. At its lowest point in June it had slipped more than 3% since the start of 2022. BlackRock’s Event Driven Equity Fund, with $8.2 billion of assets, is higher by 0.2%, but hasbounced backfrom a similar midyear low. Both are open-ended funds that disclose real-time results and are often used by traders to gauge the health of the strategy.Anecdotally, other arbitrage traders said their average returns this year were in the low single digits.Five-year averages for the funds detailed above were around 4%, but in a year where the S&P 500 so far has fallen about 18% and an index tracking the US bond market has slipped 11%, even funds that lost money often did better than more general strategies.“In a normal environment, it wasn’t a great year, but compared with almost any other asset class, including those traditional haven ones, this performance is not bad,” said Brett Buckley, an event-driven strategist atWallachBeth Capital LLC. “Merger arb funds delivered what they advertise — market neutral returns.”An unusually volatile dealmaking environment meant merger arbitrage traders needed a higher-than-average tolerance for risk this year. Increased regulatory scrutiny and antitrust enforcement threw major transactions into doubt, fear of buyer’s remorse stalked deals as valuations plummeted, and a dearth of M&A in general left funds more exposed to a smaller pool of situations.While betting on merger outcomes is rarely predictable, arbs are used to most deals following a similar trading pattern. A target’s stock shoots upward once a deal is leaked or announced, but usually stays below the offer price unless a counterbid is expected. That gap — or spread — narrows as the transaction moves toward closing, a process that can take anywhere from a couple of months to well over a year.Those rules were thrown out the window in 2022. In the most high-profile deal of the year, Twitter Inc., arbs endured a months-long roller-coaster ride in the stock as Elon Musk tried to back out of the takeover. But the reward was huge for those traders that stuck around: Twitter’s shares fell roughly 40% below the offer at one point, providing huge upside to anyone betting the deal would close.Meanwhile a string of leveraged buyouts, fromTenneco Inc.toCitrix Systems Inc., saw their spreads blow up before eventually making it to closing, as banks struggled to offload the debt they’d financed for the deals.Antitrust regulators also delivered a slew of enforcement actions. TheFederal Trade Commissionchallenged Lockheed Martin Corp.’s purchase of Aerojet Rocketdyne Holdings Inc., while the Justice Department sued to block UnitedHealth Group Inc’s acquisition of Change Healthcare Inc. Only the UnitedHealth-Change deal ultimately made it, and not every arbitrage fund was able to weather the volatility.“Even if a deal ultimately closes, some investors might have to sell or trim positions as the deal progresses if the spread widens materially and downside risk or probability of closing changes,” said Frederic Boucher atSusquehanna International Group. “The volatility has been hard to stomach.”East53 Capital, a merger arbitrage-focused strategy at Izzy Englander’s mega hedge fundMillennium Management, shuttered in July after its bets on M&A involving companies such as Twitter performed poorly.The average arb spread in the US — the gap between the deal price and the share price — rose from 9% annualized at the start of the year to 18% at one point in July. In recent weeks, the average spread has stabilized at around 12%, according to data from Alpharank.com.Going into 2023, all eyes are on Microsoft Corp.’s $69 billion acquisition of Activision Blizzard Inc., which the FTC hassought to block. Other competition regulators, including in the UK and European Union, have also raised concerns. While the videogame company’s shares are trading around 20% below the offer price, Activision is still generating analyst buzz even if it stays as a standalone company. That risk-reward profile makes it a compelling bet for arbs.“Activision has replaced Twitter as the deal du jour that everybody is interested in,” said Roy Behren, co-chief investment officer atWestchester Capital Management. The ultimate outcome will serve as a key clue for dealmakers and investors assessing the regulatory landscape for big tech M&A going forward, he said.Above all, what arbs really want next year is more deals to trade. A flurry of transactions this week added about $34 billion of M&A involving US public-traded targets, bringing the total number of deals worth more than $500 million to 132 as 2022 draws to close. That’s still down from the 187 transactions that arbs were likely to wager on last year, according to data compiled by Bloomberg.“The focus will be antitrust. Spreads right now, and particularly in deals with second requests, are very wide,” said Neetu Jhamb, an event-driven focused portfolio manager atVersor Investments. “The embedded returns in a portfolio holding all these deals is very attractive if they all close.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912094220,"gmtCreate":1664696310160,"gmtModify":1676537495774,"author":{"id":"4120121465755462","authorId":"4120121465755462","name":"Qweksk","avatar":"https://community-static.tradeup.com/news/0efbf51437ac8ad00860ab13f5c92ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4120121465755462","authorIdStr":"4120121465755462"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9912094220","repostId":"1154556291","repostType":4,"repost":{"id":"1154556291","kind":"news","pubTimestamp":1664670275,"share":"https://ttm.financial/m/news/1154556291?lang=&edition=fundamental","pubTime":"2022-10-02 08:24","market":"us","language":"en","title":"Adobe Stock: Figma Fears Overdone; Shares Oversold","url":"https://stock-news.laohu8.com/highlight/detail?id=1154556291","media":"TipRanks","summary":"Story HighlightsShares of Adobe have been facing accelerating losses amid the market carnage and the","content":"<div>\n<p>Story HighlightsShares of Adobe have been facing accelerating losses amid the market carnage and the $20 billion Figma deal. Though Adobe could have overpaid, the post-acquisition reaction seems ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/adobe-stock-nasdaqadbe-figma-fears-overdone-shares-oversold\">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>Adobe Stock: Figma Fears Overdone; Shares Oversold</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\">\nAdobe Stock: Figma Fears Overdone; Shares Oversold\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 08:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/adobe-stock-nasdaqadbe-figma-fears-overdone-shares-oversold><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsShares of Adobe have been facing accelerating losses amid the market carnage and the $20 billion Figma deal. Though Adobe could have overpaid, the post-acquisition reaction seems ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/adobe-stock-nasdaqadbe-figma-fears-overdone-shares-oversold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"source_url":"https://www.tipranks.com/news/article/adobe-stock-nasdaqadbe-figma-fears-overdone-shares-oversold","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154556291","content_text":"Story HighlightsShares of Adobe have been facing accelerating losses amid the market carnage and the $20 billion Figma deal. Though Adobe could have overpaid, the post-acquisition reaction seems absurdly overblown.Shares of creative software kingpin Adobe (NASDAQ: ADBE) have been feeling the full force of the market’s latest leg lower. Undoubtedly, the pain was amplified due to the Figma deal that investors (and certain designers) immediately soured on. Since the deal announcement, the stock has shed around 25% of its value. Worse, shares are off about 60% from their all-time highs of about $700 per share.The real question on investors’ minds is whether or not shares are undervalued. I think they are amid the market’s overreaction to higher interest rates and the sticker shock from the Figma deal, which, I believe, will blow over.Adobe’s Figma Acquisition: Investors Feeling the Buyer’s RemorseFigma is a collaborative UI (user interface) design application that’s won the hearts of UX (user experience) designers in recent years. Undoubtedly, Figma seems to be the perfect fit for Adobe, which has a wide range of industry-leading tools for designers and creatives. Still, the $20 billion (of cash and stock) price tag is jarring for a software company going for around 50x ARR (annual recurring revenue). Though the deal did not come cheap, I think Figma makes Adobe’s already impressive arsenal much better.In the creative space, Adobe’s portfolio is virtually unmatched. Despite the width of the company’s moat (which has been made even wider with Figma aboard), questions linger as to what the firm’s intentions are with such an aggressive M&A move.Undoubtedly, building a competing product probably would have been viewed more favorably by the value-conscious. Though there are sizeable synergies to be had by gaining access to the plethora of Figma users, the lofty price tag Adobe paid may limit any value creation for shareholders.Further, as the tech sell-off intensifies, there’s a significant risk that Adobe’s Figma deal could be viewed even less favorably.With so much pessimism baked into Adobe shares, I’m still inclined to take on a bullish stance on shares of ADBE. Sure, there’s a real risk Adobe overpaid for Figma. However, shares have contracted hugely over the past year. At a modest 28.2x trailing earnings, Adobe is close to the cheapest it’s been outside of a crisis.Arguably, Adobe’s new multiple is more than reasonable and could act as a new line in the sand as the rest of the tech industry continues to sag in the face of a rate-induced economic downturn.Figma Deal Shines a Light on Disruptive Potential of RivalsFigma is a red-hot design platform that virtually came from out of nowhere. Indeed, the intuitive interface and advanced feature set have made it a go-to pick within the industry. Although Adobe has sky-high barriers to entry surrounding its design tools, there’s a real risk that another firm could rise from the startup scene with hopes of challenging the applications within Adobe’s creative cloud.Indeed, the Photoshop and Illustrator platforms have stood the test of time. However, Adobe must stay on the cutting edge of innovation (think AI-leveraging features) to stay ahead in the new era of digital creativity. Further, the rise of the metaverse could give rise to a slew of rivals, all hungry to help build the future’s digital infrastructure.Adobe has done a great job of staying on its toes to keep any rivals at bay. Acquiring competitors with cash and stock is always a decent backup plan. As a growing $133 billion company, though, there’s always a chance that M&A moves could be blocked.The creative cloud is still firing on all cylinders. If anything, a recession may be less detrimental than the bears think, given how necessary Adobe’s platforms are to creative professionals.What is the Target Price for Adobe Stock?Turning to Wall Street, ADBE stock comes in as a Moderate Buy. Out of 26 analyst ratings, there are 12 Buys and 14 Hold recommendations.The average Adobe stock price target is $374.87, implying an upside potential of 34.7%. Analyst price targets range from a low of $310.00 per share to a high of $540.00 per share.Conclusion: Adobe’s Recent Drop Presents an OpportunityAdobe remains the gold standard in the creative space. Though the Figma deal is hated by investors and various analysts, I do think the discount on shares is too good to pass up for those who’ve been eyeing the name.With Figma, Adobe has a profoundly strong moat in the creative arena. Adobe also has the means to grow outside its traditional circle of competence with its marketing business. Add a further expansion of collaboration tools and the metaverse into the equation, and Adobe seems like the same attractive company it was just a year ago at all-time highs.The Figma deal complicates the valuation process, but investors should give management the benefit of the doubt. At today’s depressed multiples, there seems to be quite a bit of gain to be had by giving Adobe’s managers the benefit of the doubt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}