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Angelind

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2022-11-15

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2022-11-12

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These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street

2022-11-12

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U.S. Stocks Mixed in Morning Trading; Dow Jones Turned Red, S&P 500 Rose Over 0.5% While Nasdaq Surged Over 1%

2022-10-31

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2022-10-27

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Meta Stock Plunged 19% in Premarket Trading

2022-10-22

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Fed's Rate Debate Shifts to How, and When, to Slow Down

2022-10-19

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Singapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?

2022-10-19

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Wake Up: The Bear Market Rally Just Started

2022-10-17

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Credit Suisse, Bank of America, Bank of New York Mellon, Splunk And More: U.S. Stocks To Watch

2022-10-17

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Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets

2022-10-16

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Alibaba Q3: Time To Consider An Option Play

2022-10-14

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A Possible Bounce In QQQ With TQQQ Less Attractive For Day Trading

2022-10-14

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2022-10-12

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Intel, PepsiCo, Philips And More: U.S. Stocks To Watch

2022-10-10

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2 Growth Stocks That Could Beat the Market Over the Next 5 Years

2022-10-09

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2022-10-09

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2022-10-08

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AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?

2022-10-07

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2022-10-07

$Invesco QQQ Trust(QQQ)$Nice graph.

Go to Tiger App to see more news

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07:48","market":"us","language":"en","title":"These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2282814108","media":"Motley Fool","summary":"Some Wall Street analysts are forecasting triple-digit returns for these growth stocks.","content":"<html><head></head><body><p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The <b>S&amp;P 500</b> is down 17.8% from its previous high, and the <b>Nasdaq Composite</b> slipped 31.2%. Some growth stocks endured even greater losses. For instance, <b>Cloudflare</b> and <b>CrowdStrike</b> have seen their share prices plunge 78.5% and 54%, respectively, leaving both stocks trading near 52-week lows.</p><p>Some Wall Street analysts see these price drops as a buying opportunity. Sterling Auty of MoffettNathanson has a price target of $114 per share on Cloudflare, which implies a 201% upside from its 52-week low of $37.91. Similarly, John DiFucci of Guggenheim has a price target of $270 per share on CrowdStrike, which implies a 124% upside from its 52-week low of $120.50.</p><p>To be clear, Wall Street&#39;s price targets consider a relatively short time horizon, and no one -- not even the smartest investors -- can predict the future. For that reason, price targets should never be taken too seriously. But the strong bullish sentiment surrounding Cloudflare and CrowdStrike is still noteworthy.</p><p>Is it time to buy these two discounted growth stocks?</p><h2>1. Cloudflare: Cloud computing</h2><p>Cloudflare operates a global cloud platform that improves the performance and security of business-critical applications while eliminating the need for costly on-site network hardware. In a nutshell, Cloudflare makes the internet faster and safer, and its platform architecture and capacity for innovation afford the company a significant competitive advantage.</p><p>Cloudflare interconnects with every major internet service provider and cloud vendor, and its servers are positioned around the world to maintain data connectivity within 50 milliseconds for 95% of internet users worldwide. As a result, Cloudflare is the fastest cloud provider in North America, Australia, Japan, and the majority of South America and Europe. But the company also differentiated itself through product innovation. Last year, <b>Forrester Research</b> named Cloudflare Workers the leading edge development platform, citing a stronger current offering and a stronger growth strategy than any rival.</p><p>Financially, Cloudflare reported impressive results in the third quarter. Its customer count increased by 18% to 156,000, and the average customer spent 24% more over the past year. In turn, quarterly revenue climbed 47% to $254 million, and the company generated $43 million in cash from operations. As a point of clarification, that meager cash flow may worry some investors, but given the massive market opportunity, management plans to run the business near breakeven for the foreseeable future.</p><p>On that note, Cloudflare puts its total addressable market at $125 billion in 2023, and the company recently set a medium-term financial target of achieving $5 billion in annualized revenue in five years. For context, Cloudflare just crossed $1 billion in annualized revenue, so management&#39;s forecast implies 38% growth through 2027. That optimistic outlook should give investors confidence.</p><p>Shares currently trade at 14.4 times sales -- a bargain compared to the three-year average of 41.7 times sales. That&#39;s why this growth stock is worth buying today, though investors should not count on triple-digit returns in the next year.</p><h2>2. CrowdStrike: Cybersecurity</h2><p>CrowdStrike specializes in cybersecurity. Its Falcon platform comprises 22 modules that span multiple industry verticals. But every module is delivered through a single software agent that can be installed without a system reboot. Those unique qualities create a compelling value proposition: Businesses can replace point solutions with CrowdStrike&#39;s broad product portfolio, and they can implement those products without system downtime.</p><p>Also noteworthy, CrowdStrike is the leader in corporate endpoint security, managed detection and response, and threat intelligence. That competitive advantage allows its platform to crowdsource data on an unmatched scale, which makes its artificial intelligence (AI) models uniquely effective in detecting threats, according to management. That further enhances the value proposition for customers.</p><p>Not surprisingly, CrowdStrike is growing like wildfire. In the most recent quarter, revenue climbed 58% to $535 million and free cash flow soared 84% to $136 million. But investors have good reason to believe that momentum will continue. Management puts its addressable market at $75 billion in 2023, but CrowdStrike&#39;s product pipeline could push that figure to $158 billion by 2026.</p><p>For instance, the company recently launched its extended detection and response (XDR) module, a product that blends security signals from cloud workloads, endpoint devices, email systems, networks, and more. CrowdStrike also integrates data from third-party vendors like Cloudflare and <b>Zscaler</b> to supercharge its AI engine. Collectively, XDR accelerates workflows by enabling security teams to investigate threats from a single console. For context, corporate endpoint security and XDR accounts for about $13 billion of CrowdStrike&#39;s market opportunity, and its leadership in endpoint security should fuel adoption of its XDR product.</p><p>Currently, shares trade at 15.4 times sales, an absolute bargain compared to the three-year average of 36.4 times sales. That creates an attractive buying opportunity for patient investors. Just don&#39;t count on triple-digit returns in the near term.</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>These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street</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\">\nThese 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282814108","content_text":"Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks endured even greater losses. For instance, Cloudflare and CrowdStrike have seen their share prices plunge 78.5% and 54%, respectively, leaving both stocks trading near 52-week lows.Some Wall Street analysts see these price drops as a buying opportunity. Sterling Auty of MoffettNathanson has a price target of $114 per share on Cloudflare, which implies a 201% upside from its 52-week low of $37.91. Similarly, John DiFucci of Guggenheim has a price target of $270 per share on CrowdStrike, which implies a 124% upside from its 52-week low of $120.50.To be clear, Wall Street's price targets consider a relatively short time horizon, and no one -- not even the smartest investors -- can predict the future. For that reason, price targets should never be taken too seriously. But the strong bullish sentiment surrounding Cloudflare and CrowdStrike is still noteworthy.Is it time to buy these two discounted growth stocks?1. Cloudflare: Cloud computingCloudflare operates a global cloud platform that improves the performance and security of business-critical applications while eliminating the need for costly on-site network hardware. In a nutshell, Cloudflare makes the internet faster and safer, and its platform architecture and capacity for innovation afford the company a significant competitive advantage.Cloudflare interconnects with every major internet service provider and cloud vendor, and its servers are positioned around the world to maintain data connectivity within 50 milliseconds for 95% of internet users worldwide. As a result, Cloudflare is the fastest cloud provider in North America, Australia, Japan, and the majority of South America and Europe. But the company also differentiated itself through product innovation. Last year, Forrester Research named Cloudflare Workers the leading edge development platform, citing a stronger current offering and a stronger growth strategy than any rival.Financially, Cloudflare reported impressive results in the third quarter. Its customer count increased by 18% to 156,000, and the average customer spent 24% more over the past year. In turn, quarterly revenue climbed 47% to $254 million, and the company generated $43 million in cash from operations. As a point of clarification, that meager cash flow may worry some investors, but given the massive market opportunity, management plans to run the business near breakeven for the foreseeable future.On that note, Cloudflare puts its total addressable market at $125 billion in 2023, and the company recently set a medium-term financial target of achieving $5 billion in annualized revenue in five years. For context, Cloudflare just crossed $1 billion in annualized revenue, so management's forecast implies 38% growth through 2027. That optimistic outlook should give investors confidence.Shares currently trade at 14.4 times sales -- a bargain compared to the three-year average of 41.7 times sales. That's why this growth stock is worth buying today, though investors should not count on triple-digit returns in the next year.2. CrowdStrike: CybersecurityCrowdStrike specializes in cybersecurity. Its Falcon platform comprises 22 modules that span multiple industry verticals. But every module is delivered through a single software agent that can be installed without a system reboot. Those unique qualities create a compelling value proposition: Businesses can replace point solutions with CrowdStrike's broad product portfolio, and they can implement those products without system downtime.Also noteworthy, CrowdStrike is the leader in corporate endpoint security, managed detection and response, and threat intelligence. That competitive advantage allows its platform to crowdsource data on an unmatched scale, which makes its artificial intelligence (AI) models uniquely effective in detecting threats, according to management. That further enhances the value proposition for customers.Not surprisingly, CrowdStrike is growing like wildfire. In the most recent quarter, revenue climbed 58% to $535 million and free cash flow soared 84% to $136 million. But investors have good reason to believe that momentum will continue. Management puts its addressable market at $75 billion in 2023, but CrowdStrike's product pipeline could push that figure to $158 billion by 2026.For instance, the company recently launched its extended detection and response (XDR) module, a product that blends security signals from cloud workloads, endpoint devices, email systems, networks, and more. CrowdStrike also integrates data from third-party vendors like Cloudflare and Zscaler to supercharge its AI engine. Collectively, XDR accelerates workflows by enabling security teams to investigate threats from a single console. For context, corporate endpoint security and XDR accounts for about $13 billion of CrowdStrike's market opportunity, and its leadership in endpoint security should fuel adoption of its XDR product.Currently, shares trade at 15.4 times sales, an absolute bargain compared to the three-year average of 36.4 times sales. That creates an attractive buying opportunity for patient investors. Just don't count on triple-digit returns in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960469171,"gmtCreate":1668225434994,"gmtModify":1676538031588,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"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/9960469171","repostId":"1136933310","repostType":2,"repost":{"id":"1136933310","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger 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content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Mixed in Morning Trading; Dow Jones Turned Red, S&P 500 Rose Over 0.5% While Nasdaq Surged Over 1%</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{ 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Mixed in Morning Trading; Dow Jones Turned Red, S&P 500 Rose Over 0.5% While Nasdaq Surged Over 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-11-11 23:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks mixed in morning trading; Dow Jones slid 0.2%, S&amp;P 500 gained 0.61% while Nasdaq surged 1.29%.<img src=\"https://static.tigerbbs.com/da38a36e689e3be8c3e20c80e7530fe6\" tg-width=\"622\" tg-height=\"108\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136933310","content_text":"U.S. stocks mixed in morning trading; Dow Jones slid 0.2%, S&P 500 gained 0.61% while Nasdaq surged 1.29%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982225771,"gmtCreate":1667190728394,"gmtModify":1676537874368,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982225771","repostId":"1188744789","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986053331,"gmtCreate":1666860651723,"gmtModify":1676537818533,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"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/9986053331","repostId":"1169598897","repostType":2,"repost":{"id":"1169598897","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666857628,"share":"https://ttm.financial/m/news/1169598897?lang=&edition=fundamental","pubTime":"2022-10-27 16:00","market":"us","language":"en","title":"Meta Stock Plunged 19% in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1169598897","media":"Tiger Newspress","summary":"Facebook parent Meta Platforms Inc on Wednesday forecast a weak holiday quarter and significantly mo","content":"<html><head></head><body><p>Facebook parent Meta Platforms Inc on Wednesday forecast a weak holiday quarter and significantly more costs next year, sending shares down 19% in premarket trading Thursday as investors voiced skepticism about the company&#39;s pricey metaverse bets.</p><p><img src=\"https://static.tigerbbs.com/482fc5c0a1edad7c97f804c35ad90fd4\" tg-width=\"796\" tg-height=\"615\" width=\"100%\" height=\"auto\"/></p><p>The forecast knocked about $67 billion off Meta&#39;s stock market value in extended trade, adding to the more than half a trillion dollars in value already lost this year.</p><p>The disappointing outlook comes as Meta is contending with slowing global economic growth, competition from TikTok, privacy changes from Apple, concerns about massive spending on the metaverse and the ever-present threat of regulation.</p><p>Executives announced plans to consolidate offices and said Meta would keep headcount flat through the end of 2023.</p><p>Revenue fell 4% in the third quarter ended Sept. 30. That deepened a revenue decline begun the previous quarter, when the company posted a first-ever revenue drop of 0.9%, although it was less steep than the 5.6% decline Wall Street had expected, according to IBES data from Refinitiv.</p><p>More troubling was the company&#39;s estimate that fourth-quarter revenue would be in the range of $30 billion to $32.5 billion, mostly under analysts&#39; estimates of $32.2 billion, according to the Refinitiv data.</p><p>Meta also forecast that its full-year 2023 total expenses would be $96 billion to $101 billion, significantly higher than a revised estimate for 2022 total expenses of $85 billion to $87 billion.</p><p>That includes an estimated $2.9 billion in charges over the course of both 2022 and 2023 from the office downsizing.</p><p>It also forecast that operating losses associated with the Reality Labs unit responsible for its metaverse investments would grow in 2023 and pledged to &#34;pace&#34; investments after that.</p><p>Total costs for the third quarter came in above estimates at $22.1 billion, compared with $18.6 billion the year prior.</p><h2>&#39;EXPERIMENTAL BETS&#39;</h2><p>Meta is carrying out several overhauls of its apps and ads products to keep its core business pumping out profits, while also investing $10 billion a year in a bet on metaverse hardware and software.</p><p>Chief Executive Mark Zuckerberg has said he expects the metaverse investments to take about a decade to bear fruit. In the meantime, he has had to freeze hiring, shutter projects and reorganize teams to trim costs.</p><p>An analyst on the investor call told Zuckerberg investors were worried that the company had taken on &#34;just too many experimental bets&#34; and asked the chief executive why he believed his gambles would pay off.</p><p>Meta executives defended the spending, saying most of the company&#39;s expenses were still going toward the core business, including investments in more expensive AI-related servers, infrastructure and data centers.</p><p>Zuckerberg added that he expected the metaverse work to provide returns over time.</p><p>&#34;I appreciate the patience,&#34; he said. &#34;And I think that those who are patient and invest with us will end up being rewarded.&#34;</p><p>Zuckerberg said plays of Meta&#39;s TikTok-like short-video product Reels now number more than 140 billion across Facebook and Instagram each day, up 50% from six months ago, and its revenue run rates are now $3 billion annually.</p><p>He believes Reels is gaining against rival TikTok, he added, with Reels being reshared more than 1 billion times a day.</p><p>Meta also posted user growth figures roughly in line with expectations, including a year-over-year increase of monthly active users on flagship app Facebook.</p><p>&#34;The worry for Meta is that this pain is likely to continue into 2023 as cost headwinds remain a real challenge and the strong dollar impacts on overseas earnings,&#34; said Ben Barringer, equity research analyst at Quilter Cheviot.</p><p>&#34;Given revenues were down at a time when costs have grown significantly, modest user growth and impressions simply isn&#39;t going to bail you out.&#34;</p><p>Net income in the third quarter fell to $4.40 billion, or $1.64 per share, from $9.19 billion, or $3.22 per share, a year earlier, its worst showing since 2019 and the fourth straight quarter of profit decline.</p><p>Analysts had expected a profit of $1.86 per share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Stock Plunged 19% in Premarket Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Stock Plunged 19% in Premarket Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-10-27 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Facebook parent Meta Platforms Inc on Wednesday forecast a weak holiday quarter and significantly more costs next year, sending shares down 19% in premarket trading Thursday as investors voiced skepticism about the company&#39;s pricey metaverse bets.</p><p><img src=\"https://static.tigerbbs.com/482fc5c0a1edad7c97f804c35ad90fd4\" tg-width=\"796\" tg-height=\"615\" width=\"100%\" height=\"auto\"/></p><p>The forecast knocked about $67 billion off Meta&#39;s stock market value in extended trade, adding to the more than half a trillion dollars in value already lost this year.</p><p>The disappointing outlook comes as Meta is contending with slowing global economic growth, competition from TikTok, privacy changes from Apple, concerns about massive spending on the metaverse and the ever-present threat of regulation.</p><p>Executives announced plans to consolidate offices and said Meta would keep headcount flat through the end of 2023.</p><p>Revenue fell 4% in the third quarter ended Sept. 30. That deepened a revenue decline begun the previous quarter, when the company posted a first-ever revenue drop of 0.9%, although it was less steep than the 5.6% decline Wall Street had expected, according to IBES data from Refinitiv.</p><p>More troubling was the company&#39;s estimate that fourth-quarter revenue would be in the range of $30 billion to $32.5 billion, mostly under analysts&#39; estimates of $32.2 billion, according to the Refinitiv data.</p><p>Meta also forecast that its full-year 2023 total expenses would be $96 billion to $101 billion, significantly higher than a revised estimate for 2022 total expenses of $85 billion to $87 billion.</p><p>That includes an estimated $2.9 billion in charges over the course of both 2022 and 2023 from the office downsizing.</p><p>It also forecast that operating losses associated with the Reality Labs unit responsible for its metaverse investments would grow in 2023 and pledged to &#34;pace&#34; investments after that.</p><p>Total costs for the third quarter came in above estimates at $22.1 billion, compared with $18.6 billion the year prior.</p><h2>&#39;EXPERIMENTAL BETS&#39;</h2><p>Meta is carrying out several overhauls of its apps and ads products to keep its core business pumping out profits, while also investing $10 billion a year in a bet on metaverse hardware and software.</p><p>Chief Executive Mark Zuckerberg has said he expects the metaverse investments to take about a decade to bear fruit. In the meantime, he has had to freeze hiring, shutter projects and reorganize teams to trim costs.</p><p>An analyst on the investor call told Zuckerberg investors were worried that the company had taken on &#34;just too many experimental bets&#34; and asked the chief executive why he believed his gambles would pay off.</p><p>Meta executives defended the spending, saying most of the company&#39;s expenses were still going toward the core business, including investments in more expensive AI-related servers, infrastructure and data centers.</p><p>Zuckerberg added that he expected the metaverse work to provide returns over time.</p><p>&#34;I appreciate the patience,&#34; he said. &#34;And I think that those who are patient and invest with us will end up being rewarded.&#34;</p><p>Zuckerberg said plays of Meta&#39;s TikTok-like short-video product Reels now number more than 140 billion across Facebook and Instagram each day, up 50% from six months ago, and its revenue run rates are now $3 billion annually.</p><p>He believes Reels is gaining against rival TikTok, he added, with Reels being reshared more than 1 billion times a day.</p><p>Meta also posted user growth figures roughly in line with expectations, including a year-over-year increase of monthly active users on flagship app Facebook.</p><p>&#34;The worry for Meta is that this pain is likely to continue into 2023 as cost headwinds remain a real challenge and the strong dollar impacts on overseas earnings,&#34; said Ben Barringer, equity research analyst at Quilter Cheviot.</p><p>&#34;Given revenues were down at a time when costs have grown significantly, modest user growth and impressions simply isn&#39;t going to bail you out.&#34;</p><p>Net income in the third quarter fell to $4.40 billion, or $1.64 per share, from $9.19 billion, or $3.22 per share, a year earlier, its worst showing since 2019 and the fourth straight quarter of profit decline.</p><p>Analysts had expected a profit of $1.86 per share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169598897","content_text":"Facebook parent Meta Platforms Inc on Wednesday forecast a weak holiday quarter and significantly more costs next year, sending shares down 19% in premarket trading Thursday as investors voiced skepticism about the company's pricey metaverse bets.The forecast knocked about $67 billion off Meta's stock market value in extended trade, adding to the more than half a trillion dollars in value already lost this year.The disappointing outlook comes as Meta is contending with slowing global economic growth, competition from TikTok, privacy changes from Apple, concerns about massive spending on the metaverse and the ever-present threat of regulation.Executives announced plans to consolidate offices and said Meta would keep headcount flat through the end of 2023.Revenue fell 4% in the third quarter ended Sept. 30. That deepened a revenue decline begun the previous quarter, when the company posted a first-ever revenue drop of 0.9%, although it was less steep than the 5.6% decline Wall Street had expected, according to IBES data from Refinitiv.More troubling was the company's estimate that fourth-quarter revenue would be in the range of $30 billion to $32.5 billion, mostly under analysts' estimates of $32.2 billion, according to the Refinitiv data.Meta also forecast that its full-year 2023 total expenses would be $96 billion to $101 billion, significantly higher than a revised estimate for 2022 total expenses of $85 billion to $87 billion.That includes an estimated $2.9 billion in charges over the course of both 2022 and 2023 from the office downsizing.It also forecast that operating losses associated with the Reality Labs unit responsible for its metaverse investments would grow in 2023 and pledged to \"pace\" investments after that.Total costs for the third quarter came in above estimates at $22.1 billion, compared with $18.6 billion the year prior.'EXPERIMENTAL BETS'Meta is carrying out several overhauls of its apps and ads products to keep its core business pumping out profits, while also investing $10 billion a year in a bet on metaverse hardware and software.Chief Executive Mark Zuckerberg has said he expects the metaverse investments to take about a decade to bear fruit. In the meantime, he has had to freeze hiring, shutter projects and reorganize teams to trim costs.An analyst on the investor call told Zuckerberg investors were worried that the company had taken on \"just too many experimental bets\" and asked the chief executive why he believed his gambles would pay off.Meta executives defended the spending, saying most of the company's expenses were still going toward the core business, including investments in more expensive AI-related servers, infrastructure and data centers.Zuckerberg added that he expected the metaverse work to provide returns over time.\"I appreciate the patience,\" he said. \"And I think that those who are patient and invest with us will end up being rewarded.\"Zuckerberg said plays of Meta's TikTok-like short-video product Reels now number more than 140 billion across Facebook and Instagram each day, up 50% from six months ago, and its revenue run rates are now $3 billion annually.He believes Reels is gaining against rival TikTok, he added, with Reels being reshared more than 1 billion times a day.Meta also posted user growth figures roughly in line with expectations, including a year-over-year increase of monthly active users on flagship app Facebook.\"The worry for Meta is that this pain is likely to continue into 2023 as cost headwinds remain a real challenge and the strong dollar impacts on overseas earnings,\" said Ben Barringer, equity research analyst at Quilter Cheviot.\"Given revenues were down at a time when costs have grown significantly, modest user growth and impressions simply isn't going to bail you out.\"Net income in the third quarter fell to $4.40 billion, or $1.64 per share, from $9.19 billion, or $3.22 per share, a year earlier, its worst showing since 2019 and the fourth straight quarter of profit decline.Analysts had expected a profit of $1.86 per share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981184662,"gmtCreate":1666419472956,"gmtModify":1676537755111,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981184662","repostId":"2277025934","repostType":2,"repost":{"id":"2277025934","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1666400250,"share":"https://ttm.financial/m/news/2277025934?lang=&edition=fundamental","pubTime":"2022-10-22 08:57","market":"us","language":"en","title":"Fed's Rate Debate Shifts to How, and When, to Slow Down","url":"https://stock-news.laohu8.com/highlight/detail?id=2277025934","media":"Reuters","summary":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next mont","content":"<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>&#34;This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,&#34; St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it &#34;really challenging&#34; for the central bank to step down from its rate hikes, Daly said &#34;the time is now to start talking about stepping down. The time is now to start planning for stepping down.&#34;</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized &#34;nonlinear&#34; risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>&#34;It really does begin to weigh on the economy,&#34; Evans said. Even with the existing rate outlook, it was a &#34;closer call than normal&#34; whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching &#34;at some point.&#34;</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed&#39;s most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he&#39;d prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers&#39; preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much &#34;tighter&#34; than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as &#34;weighted to the upside.&#34;</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won&#39;t want the public to equate smaller future hikes with a true policy &#34;pivot&#34; or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month&#39;s meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed&#39;s work is done.</p><p>&#34;How do you step down without giving external observers, financial markets, the wrong impression?&#34; Evans said. &#34;I think that puts a premium on explaining where we think we are, what we&#39;re expecting inflation to be doing, and when you&#39;re going to be willing to say &#39;I think I&#39;ve got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.&#39; It&#39;s hard. That&#39;s a hard discussion.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed's Rate Debate Shifts to How, and When, to Slow Down</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\">\nFed's Rate Debate Shifts to How, and When, to Slow Down\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-10-22 08:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.</p><p>The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.</p><p>&#34;This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,&#34; St. Louis Fed President James Bullard said in a Reuters interview last week.</p><p>San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it &#34;really challenging&#34; for the central bank to step down from its rate hikes, Daly said &#34;the time is now to start talking about stepping down. The time is now to start planning for stepping down.&#34;</p><p>Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.</p><p>Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.</p><p>That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.</p><p>It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized &#34;nonlinear&#34; risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.</p><p>&#34;It really does begin to weigh on the economy,&#34; Evans said. Even with the existing rate outlook, it was a &#34;closer call than normal&#34; whether recession can be avoided.</p><p>With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching &#34;at some point.&#34;</p><p>Powell has not spoken publicly about monetary policy since then.</p><p><b>INFLATION SURPRISES</b></p><p>Data on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.</p><p>Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.</p><p>Yet even some of the Fed&#39;s most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.</p><p>Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he&#39;d prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.</p><p>Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.</p><p>Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.</p><p>In economic projections released by the Fed in September, a version of policymakers&#39; preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much &#34;tighter&#34; than anticipated as high demand strains against potential output that may be more limited than thought.</p><p>But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.</p><p>Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as &#34;weighted to the upside.&#34;</p><p>In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won&#39;t want the public to equate smaller future hikes with a true policy &#34;pivot&#34; or a softened stance on inflation - a tricky point to communicate.</p><p>Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month&#39;s meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed&#39;s work is done.</p><p>&#34;How do you step down without giving external observers, financial markets, the wrong impression?&#34; Evans said. &#34;I think that puts a premium on explaining where we think we are, what we&#39;re expecting inflation to be doing, and when you&#39;re going to be willing to say &#39;I think I&#39;ve got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.&#39; It&#39;s hard. That&#39;s a hard discussion.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2277025934","content_text":"(Reuters) - The Federal Reserve, set to approve another large interest rate increase early next month, is shifting to a debate over how much higher it can safely push borrowing costs and how and when to slow the pace of future increases.The U.S. central bank is likely to provide a signal at its Nov. 1-2 policy meeting as officials weigh what some see as growing risks to economic growth against a lack of obvious progress in lowering inflation from its pandemic-related surge.\"This debate about exactly where we should go, and then become more data-dependent, is going to heat up in the last part of the year here,\" St. Louis Fed President James Bullard said in a Reuters interview last week.San Francisco Fed President Mary Daly added her voice to that debate on Friday during an event in Monterey, California. While acknowledging that high inflation made it \"really challenging\" for the central bank to step down from its rate hikes, Daly said \"the time is now to start talking about stepping down. The time is now to start planning for stepping down.\"Investors widely expect the Fed next month to raise its benchmark overnight interest rate by three-quarters of a percentage point for a fourth consecutive time, lifting it to a range of 3.75% to 4.00%.Yet even as markets point to another large increase at the final policy meeting of the year in December, sentiment is building within the Fed to take a breather. While the process of raising interest rates is not yet finished, policymakers feel they may be at the point where further increases can be smaller in size, and are close to where they can pause altogether in order to take stock as the economy adjusts to the rapid change in credit conditions the central bank has set in motion.That advice has been subtle: In a speech earlier this month, Fed Vice Chair Lael Brainard offered a list of reasons to be cautious about further tightening without overtly calling for a slowdown or pause.It also has been blunt: In comments this week in Virginia, Chicago Fed President Charles Evans warned of outsized \"nonlinear\" risks to the economy if the federal funds rate is lifted much beyond the 4.6% level officials projected in September that they would reach next year.\"It really does begin to weigh on the economy,\" Evans said. Even with the existing rate outlook, it was a \"closer call than normal\" whether recession can be avoided.With that view becoming more full-throated, and more economists saying a U.S. recession is likely next year, the November meeting may well be when the Fed signals it is time to slow down - a moment Fed Chair Jerome Powell said in a Sept. 21 news conference would be approaching \"at some point.\"Powell has not spoken publicly about monetary policy since then.INFLATION SURPRISESData on inflation has offered little relief to the Fed. Headline consumer prices rose in September at an 8.2% annual rate. The U.S. central bank uses a different inflation measure for its 2% inflation target, but that remains roughly three times the target.Job growth continues to be strong, with a still-outsized number of vacancies compared to the number of jobseekers. Employers say it remains difficult to find workers.Yet even some of the Fed's most hawkish voices appear ready to let the economy have time to catch up with the monetary tightening already underway.Bullard told Reuters he also sees a federal funds rate of around 4.6% as a point to pause and take stock, though he'd prefer to get there by the end of this year with two more 75-basis-point increases and then let policy evolve in 2023 based on how inflation behaves.Expectations at the Fed about inflation have begun to settle around three key points that both buttress the calls for caution on further rate hikes, but also leave policymakers wanting to keep their options open.Inflation, officials acknowledge, has become broader and more persistent than anticipated, and may be slow to decline. Consumer prices are weighted towards rents, which are slow to change, and much of the current inflation is coming from service industries where price changes are harder to influence.In economic projections released by the Fed in September, a version of policymakers' preferred measure of inflation was seen ending 2023 above 3%. Recent staff estimates, recounted in the minutes of the last Fed meeting, indicated the economy may be much \"tighter\" than anticipated as high demand strains against potential output that may be more limited than thought.But policymakers also agree the full impact of their rate hikes may not become clear for months, even as data is starting to show the seeds of an inflation slowdown taking root. Vehicle prices that drove the inflation surge in the early part of the pandemic are falling, and industry executives expect more; month-to-month data show rents are coming down and the housing industry, a barometer of other household spending, is slowing rapidly as the average rate on a 30-year fixed mortgage nears 7%.Yet, in another point of agreement, risk sentiment among Fed officials is almost uniformly tilted towards the likelihood of more inflation surprises to come, putting the group on what some have described as a hope-for-the-best-prepare-for-the-worst footing. In September, 17 of 19 officials saw inflation risks as \"weighted to the upside.\"In that situation, even if policymakers are ready to be done with the 75-basis-point rate increases, they won't want the public to equate smaller future hikes with a true policy \"pivot\" or a softened stance on inflation - a tricky point to communicate.Even more dovish officials like Evans agree monetary policy needs to hit a more restrictive level and stay there until the back of inflation is broken. Others agree even if the Fed slows to half-percentage-point increases after next month's meeting, that remains fast by recent standards and could quickly push the federal funds rate to a level of 5% or higher, more in line with rate-hiking cycles since the 1990s and a level some economists see as needed before the Fed's work is done.\"How do you step down without giving external observers, financial markets, the wrong impression?\" Evans said. \"I think that puts a premium on explaining where we think we are, what we're expecting inflation to be doing, and when you're going to be willing to say 'I think I've got the level of the funds rate that is adequately restrictive in order to be consistent with inflation coming down.' It's hard. That's a hard discussion.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983399747,"gmtCreate":1666145683190,"gmtModify":1676537713478,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983399747","repostId":"1168071207","repostType":2,"repost":{"id":"1168071207","pubTimestamp":1666144555,"share":"https://ttm.financial/m/news/1168071207?lang=&edition=fundamental","pubTime":"2022-10-19 09:55","market":"sg","language":"en","title":"Singapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168071207","media":"The Smart Investor","summary":"REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors hav","content":"<html><head></head><body><p>REITs have proven themselves as reliable dividend payers over the years.</p><p>Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT, CapitaMall Trust, was listed back in 2002.</p><p>Two decades on, Singapore is now well-known for being a REIT hub.</p><p>However, of late, the sector has come under pressure.</p><p>Share prices of popular REITs such as <b>Mapletree Logistics Trust</b>(SGX: M44U) and <b>Frasers Centrepoint Trust</b>(SGX: J69U) have hit their 52-week lows.</p><p>Several foreign REITs such as <b>Cromwell European REIT</b>(SGX: CWBU) are also hitting multi-year lows.</p><p>These declines are worrisome as they imply a loss of confidence in the REIT sector.</p><p>Should investors be worried?</p><p>Or could this be a golden opportunity to scoop up attractive bargains?</p><p><b>Reasons for the plunge</b></p><p>A key reason why REIT prices are plunging is because of a sharp increase in interest rates.</p><p>The US Federal Reserve has hiked its policy rate by 0.75 percentage points over three consecutive sessions, taking the benchmark rate to a range of between 3% to 3.25%.</p><p>As all REITs hold debt, an increase in interest rates will raise borrowing costs for them, thus crimping the amount of distributable income they can pay out.</p><p>The US central bank has made these moves in response to the highest inflation the country has seen in four decades.</p><p>The latest inflation reading in the US, at 8.2% for August, has done little to quell rumours that yet another large rate hike is on the cards.</p><p>If the Federal Reserve makes a similar move in early November, benchmark rates could hit 4%, a level unseen since the Great Financial Crisis in 2008.</p><p>For REITs, surging inflation will also increase operating expenses such as electricity, marketing and staff costs, resulting in less distributable income to dole out to unitholders.</p><p>The combination of the two – sky-high inflation and rising interest rates is causing significant concern among investors as to whether REITs can maintain their distribution per unit (DPU).</p><p>A third factor is also at play.</p><p>Investors who are looking for alternatives to park their money can now seek interest-free instruments such as Singapore Savings Bonds (SSBs) and fixed deposits.</p><p>The former is paying out a 10-year average return of 3.21% while the latter has seen rates hit as high as 2.6% to 2.7% for a 12-month and 24-month tenure.</p><p>Risk appetites are declining and this is evident as more people yank their money out of REITs and into “safe havens”.</p><p><b>DPU and asset values may decline</b></p><p>Some of these fears could be justified.</p><p>REITs will come under pressure and DPU may decline in the coming quarters.</p><p>In addition, REIT property values may also fall when the assets are up for revaluation.</p><p>Property values are usually computed by independent property agencies based on a capitalisation rate (cap rate).</p><p>The property’s net operating income (i.e. rental income minus expenses) is divided by this cap rate to obtain the property’s valuation.</p><p>With interest rates heading up, assuming a similar level of net operating income, the denominator will increase for this equation, thus resulting in lower property values.</p><p>As REIT gearing levels are predicated on its asset base, a decline in asset valuation will result in gearing levels increasing even without the REIT taking on additional loans.</p><p>Another factor to consider is exchange rates.</p><p>The Japanese Yen has weakened by close to 24% against the Singapore dollar (SGD) in the past year.</p><p>The British pound (£) has declined by 13% against the SGD over the same period.</p><p>Exchange movements have impacted REITs such as <b>Daiwa House Logistics Trust</b>(SGX: DHLU) and <b>Elite Commercial REIT</b>(SGX: MXNU).</p><p>With the need to convert their distributions to SGD even though their base rental income is in Yen or £, investors are seeing a possible DPU decline looming.</p><p><b>Mitigating factors</b></p><p>There are reasons to be optimistic, though.</p><p>REITs have several mitigating factors in place to buffer against these rising expenses.</p><p><b>Frasers Logistics &amp; Commercial Trust</b>(SGX: BUOU) has a very low gearing of just 29.2% as of 30 June 2022, thus mitigating against a rise in gearing due to declining property values.</p><p>Having a high proportion of fixed-rate debt and a well-spread-out debt maturity are also some measures that REITs possess to guard against sharply higher finance costs.</p><p>Furthermore, REITs with strong sponsors will also have a ready pipeline of assets to tap into for acquisitions to boost DPU and offset the effects of higher costs.</p><p><b>Get Smart: Watch and learn</b></p><p><img src=\"https://static.tigerbbs.com/9e188a565b5bb9bffe65f6f115a92847\" tg-width=\"1110\" tg-height=\"700\" width=\"100%\" height=\"auto\"/>Source: Macrotrends</p><p>The world is seeing a new, high-interest-rate phase that has not been witnessed in nearly 14 years.</p><p>The chart above shows that rates have only gone past the 5% mark once in the last two decades.</p><p>It’s a whole new world for investors and also a different environment for REITs.</p><p>Investors should watch and learn and continue to monitor how REITs adjust to this new paradigm.</p><p>There’s cause for worry, but if you stick with the strong REITs, you can still enjoy a good night’s sleep.</p></body></html>","source":"lsy1602567310727","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSingapore REIT Share Prices Have Continued to Plunge: Should Investors Be Worried?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-19 09:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://thesmartinvestor.com.sg/singapore-reit-share-prices-have-continued-to-plunge-should-investors-be-worried/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168071207","content_text":"REITs have proven themselves as reliable dividend payers over the years.Income-seeking investors have tapped into this asset class for consistent and dependable distributions since the very first REIT, CapitaMall Trust, was listed back in 2002.Two decades on, Singapore is now well-known for being a REIT hub.However, of late, the sector has come under pressure.Share prices of popular REITs such as Mapletree Logistics Trust(SGX: M44U) and Frasers Centrepoint Trust(SGX: J69U) have hit their 52-week lows.Several foreign REITs such as Cromwell European REIT(SGX: CWBU) are also hitting multi-year lows.These declines are worrisome as they imply a loss of confidence in the REIT sector.Should investors be worried?Or could this be a golden opportunity to scoop up attractive bargains?Reasons for the plungeA key reason why REIT prices are plunging is because of a sharp increase in interest rates.The US Federal Reserve has hiked its policy rate by 0.75 percentage points over three consecutive sessions, taking the benchmark rate to a range of between 3% to 3.25%.As all REITs hold debt, an increase in interest rates will raise borrowing costs for them, thus crimping the amount of distributable income they can pay out.The US central bank has made these moves in response to the highest inflation the country has seen in four decades.The latest inflation reading in the US, at 8.2% for August, has done little to quell rumours that yet another large rate hike is on the cards.If the Federal Reserve makes a similar move in early November, benchmark rates could hit 4%, a level unseen since the Great Financial Crisis in 2008.For REITs, surging inflation will also increase operating expenses such as electricity, marketing and staff costs, resulting in less distributable income to dole out to unitholders.The combination of the two – sky-high inflation and rising interest rates is causing significant concern among investors as to whether REITs can maintain their distribution per unit (DPU).A third factor is also at play.Investors who are looking for alternatives to park their money can now seek interest-free instruments such as Singapore Savings Bonds (SSBs) and fixed deposits.The former is paying out a 10-year average return of 3.21% while the latter has seen rates hit as high as 2.6% to 2.7% for a 12-month and 24-month tenure.Risk appetites are declining and this is evident as more people yank their money out of REITs and into “safe havens”.DPU and asset values may declineSome of these fears could be justified.REITs will come under pressure and DPU may decline in the coming quarters.In addition, REIT property values may also fall when the assets are up for revaluation.Property values are usually computed by independent property agencies based on a capitalisation rate (cap rate).The property’s net operating income (i.e. rental income minus expenses) is divided by this cap rate to obtain the property’s valuation.With interest rates heading up, assuming a similar level of net operating income, the denominator will increase for this equation, thus resulting in lower property values.As REIT gearing levels are predicated on its asset base, a decline in asset valuation will result in gearing levels increasing even without the REIT taking on additional loans.Another factor to consider is exchange rates.The Japanese Yen has weakened by close to 24% against the Singapore dollar (SGD) in the past year.The British pound (£) has declined by 13% against the SGD over the same period.Exchange movements have impacted REITs such as Daiwa House Logistics Trust(SGX: DHLU) and Elite Commercial REIT(SGX: MXNU).With the need to convert their distributions to SGD even though their base rental income is in Yen or £, investors are seeing a possible DPU decline looming.Mitigating factorsThere are reasons to be optimistic, though.REITs have several mitigating factors in place to buffer against these rising expenses.Frasers Logistics & Commercial Trust(SGX: BUOU) has a very low gearing of just 29.2% as of 30 June 2022, thus mitigating against a rise in gearing due to declining property values.Having a high proportion of fixed-rate debt and a well-spread-out debt maturity are also some measures that REITs possess to guard against sharply higher finance costs.Furthermore, REITs with strong sponsors will also have a ready pipeline of assets to tap into for acquisitions to boost DPU and offset the effects of higher costs.Get Smart: Watch and learnSource: MacrotrendsThe world is seeing a new, high-interest-rate phase that has not been witnessed in nearly 14 years.The chart above shows that rates have only gone past the 5% mark once in the last two decades.It’s a whole new world for investors and also a different environment for REITs.Investors should watch and learn and continue to monitor how REITs adjust to this new paradigm.There’s cause for worry, but if you stick with the strong REITs, you can still enjoy a good night’s sleep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983089079,"gmtCreate":1666110520591,"gmtModify":1676537707737,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983089079","repostId":"1193778940","repostType":2,"repost":{"id":"1193778940","pubTimestamp":1666105695,"share":"https://ttm.financial/m/news/1193778940?lang=&edition=fundamental","pubTime":"2022-10-18 23:08","market":"us","language":"en","title":"Wake Up: The Bear Market Rally Just Started","url":"https://stock-news.laohu8.com/highlight/detail?id=1193778940","media":"seekingalpha","summary":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>The S&amp;P 500 dropped by a whopping 20% from its mid-August top two months ago.</li><li>However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.</li><li>Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.</li><li>I&#39;ve made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.</li></ul><p><img src=\"https://static.tigerbbs.com/aa3422b1fb50299630a4442d3236e42d\" tg-width=\"750\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We&#39;ve seen some exciting price action in recent weeks. The S&amp;P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the &#34;Near-TermTop&#34; article and a series of other bearish articles I published around that time. I&#39;m not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.</p><h2>Finally, A Technical Setup We Can Work With</h2><p><b>SPX 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/bd9c457964a5ba46f6eba27977384030\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That&#39;s just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.</p><h2>It&#39;s All About the Fed and Earnings Right Now</h2><p>While the near-term technical image has improved substantially, it&#39;s still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.</p><p><b>Rate Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/33d3ae809e7a404a37b9739b9c0063bc\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Rate probabilities(CMEGroup.com)</p><p>There&#39;s now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed&#39;s decision on Nov. 2.</p><h2>Positive Earnings Are a Catalyst for Higher Stock Prices</h2><p>It&#39;s primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that&#39;s bullish for stocks.</p><p><b>Here&#39;s What We&#39;ve Seen So Far</b></p><p><img src=\"https://static.tigerbbs.com/bd833be84335bd2b277665f4bcea5fc5\" tg-width=\"640\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earnings(Investing.com)</p><p>While it&#39;s not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it&#39;s not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.</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>Wake Up: The Bear Market Rally Just Started</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\">\nWake Up: The Bear Market Rally Just Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546969-bear-market-rally-just-started><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546969-bear-market-rally-just-started\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4546969-bear-market-rally-just-started","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193778940","content_text":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.I've made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.We've seen some exciting price action in recent weeks. The S&P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the \"Near-TermTop\" article and a series of other bearish articles I published around that time. I'm not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.Finally, A Technical Setup We Can Work WithSPX 1-Year ChartSPX(StockCharts.com)The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That's just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.It's All About the Fed and Earnings Right NowWhile the near-term technical image has improved substantially, it's still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.Rate ProbabilitiesRate probabilities(CMEGroup.com)There's now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed's decision on Nov. 2.Positive Earnings Are a Catalyst for Higher Stock PricesIt's primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that's bullish for stocks.Here's What We've Seen So FarEarnings(Investing.com)While it's not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it's not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989678009,"gmtCreate":1666004282201,"gmtModify":1676537690714,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989678009","repostId":"1185315938","repostType":2,"repost":{"id":"1185315938","pubTimestamp":1665999594,"share":"https://ttm.financial/m/news/1185315938?lang=&edition=fundamental","pubTime":"2022-10-17 17:39","market":"us","language":"en","title":"Credit Suisse, Bank of America, Bank of New York Mellon, Splunk And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1185315938","media":"Benzinga","summary":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab invest","content":"<html><head></head><body><p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:</p><ul><li><b>Credit Suisse</b> has agreed to pay $495 million to settle a case brought against it in the United States, stocks rose nearly 2% in premarket trading.</li></ul><ul><li>Activist investor Starboard Value LP has a nearly 5% stake in <b>Splunk Inc</b> and plans to push the software maker to take steps that would boost its share price. Stocks jumped over 5% in premarket trading.</li></ul><ul><li>Wall Street expects <b>Bank of America Corporation</b> to report quarterly earnings at $0.77 per share on revenue of $23.60 billion before the opening bell.</li><li>Analysts are expecting <b>the Charles Schwab Corporation</b> to have earned $1.05 per share on revenue of $5.41 billion for the latest quarter. The company will release earnings before the markets open.</li><li><b>electroCore, Inc.</b> issued unaudited financial guidance for the third quarter. The company said it sees Q3 revenue of $1.97 million, representing a 33% growth over the year-ago quarter.</li></ul><ul><li>After the closing bell, <b>Marten Transport, Ltd.</b> is projected to post quarterly earnings at $0.33 per share on revenue of $321.41 million. </li><li>Analysts expect <b>the Bank of New York Mellon Corporation</b> to post quarterly earnings at $1.10 per share on revenue of $4.20 billion before the opening bell. Bank of New York Mellon shares fell 2% to close at $38.41 on Friday.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Credit Suisse, Bank of America, Bank of New York Mellon, Splunk 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\">\nCredit Suisse, Bank of America, Bank of New York Mellon, Splunk And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/10/29282415/bank-of-america-charles-schwab-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Credit Suisse has agreed to pay $495 million to settle a case brought ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29282415/bank-of-america-charles-schwab-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK":"纽约梅隆银行","ECOR":"Electrocore LLC","MRTN":"马尔登运输","SCHW":"嘉信理财","SPLK":"Splunk Inc","BAC":"美国银行"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29282415/bank-of-america-charles-schwab-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185315938","content_text":"With US stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Credit Suisse has agreed to pay $495 million to settle a case brought against it in the United States, stocks rose nearly 2% in premarket trading.Activist investor Starboard Value LP has a nearly 5% stake in Splunk Inc and plans to push the software maker to take steps that would boost its share price. Stocks jumped over 5% in premarket trading.Wall Street expects Bank of America Corporation to report quarterly earnings at $0.77 per share on revenue of $23.60 billion before the opening bell.Analysts are expecting the Charles Schwab Corporation to have earned $1.05 per share on revenue of $5.41 billion for the latest quarter. The company will release earnings before the markets open.electroCore, Inc. issued unaudited financial guidance for the third quarter. The company said it sees Q3 revenue of $1.97 million, representing a 33% growth over the year-ago quarter.After the closing bell, Marten Transport, Ltd. is projected to post quarterly earnings at $0.33 per share on revenue of $321.41 million. Analysts expect the Bank of New York Mellon Corporation to post quarterly earnings at $1.10 per share on revenue of $4.20 billion before the opening bell. Bank of New York Mellon shares fell 2% to close at $38.41 on Friday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989697496,"gmtCreate":1665981720115,"gmtModify":1676537687392,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989697496","repostId":"1140313568","repostType":2,"repost":{"id":"1140313568","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665978652,"share":"https://ttm.financial/m/news/1140313568?lang=&edition=fundamental","pubTime":"2022-10-17 11:50","market":"us","language":"en","title":"Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=1140313568","media":"Dow Jones","summary":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying pow","content":"<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets</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\">\nValue Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-17 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","CMCSA":"康卡斯特","CVS":"西维斯健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140313568","content_text":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.Value stocks over the past two months have become even more compelling investments.Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&P 500 Value ETF VOOV, with an expense ratio of 0.10%.Highly regarded value stocksIf you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989314888,"gmtCreate":1665905344144,"gmtModify":1676537678293,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989314888","repostId":"2275698961","repostType":4,"repost":{"id":"2275698961","pubTimestamp":1665804613,"share":"https://ttm.financial/m/news/2275698961?lang=&edition=fundamental","pubTime":"2022-10-15 11:30","market":"us","language":"en","title":"Alibaba Q3: Time To Consider An Option Play","url":"https://stock-news.laohu8.com/highlight/detail?id=2275698961","media":"Seeking Alpha","summary":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from busines","content":"<html><head></head><body><h2>Summary</h2><ul><li>Alibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.</li><li>Such disconnection creates both challenges and opportunities for value-oriented investors.</li><li>One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.</li><li>As such, you can consider an option play here either to hedge your existing positions or to open a new position.</li><li>The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912293f2bb66d41dfe829d2eea80df38\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>remco86</span></p><h2>Thesis</h2><p>Alibaba&#39;s (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),</p><ul><li>On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.</li><li>Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.</li><li>On July 29, it was added back to the U.S. SEC&#39;s watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.</li><li>Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.</li></ul><p>I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (&#34;IV&#34;) in the options market.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8286a0926eebed47581d1a351970528\" tg-width=\"640\" tg-height=\"424\" width=\"100%\" height=\"auto\"/><span>Author based on Yahoo! data</span></p><p>The mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA&#39;s frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.</p><p>Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq&#39;s schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.</p><h2>Business outlook and growth potential</h2><p>Admittedly, BABA&#39;s earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac8e0cf709dcbba649e38293b6c7f3a6\" tg-width=\"640\" tg-height=\"238\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><p>In the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN&#39;s 45.4%), suggesting plenty of flexibility to support growth initiatives.</p><p>Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fcf65098fee073a34c3bc89c3f81d3f\" tg-width=\"640\" tg-height=\"348\" width=\"100%\" height=\"auto\"/><span>Author based on Seeking Alpha data</span></p><h2>Volatility mispricing and option play</h2><p>As mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,</p><blockquote><ul><li><i>First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.</i></li><li><i>Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).</i></li><li><i>Third, it provides a definitive expiration date.</i></li></ul></blockquote><p>As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.</p><p>You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN&#39;s current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN&#39;s <i>monthly</i> price fluctuations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10ec73e15ba94f68c0e834fa09585379\" tg-width=\"640\" tg-height=\"320\" width=\"100%\" height=\"auto\"/><span>oic.ivolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c3f80465a4333814ee01ef3f76d585e\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>BABA historical and implied volatility provided by IVolatility.com</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08c9f56d1ece63e4bfd5535e64d93b24\" tg-width=\"520\" tg-height=\"250\" width=\"100%\" height=\"auto\"/><span>AMZN historical and implied volatility provided by IVolatility.com</span></p><h2>Baba risks and final thoughts</h2><p>Since an option play, in a sense, is a way to limit risks already, I won&#39;t detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:</p><blockquote><i>Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.</i></blockquote><p>To conclude, the main thesis here is built on an observation that I&#39;ve made about BABA&#39;s implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.</p><p><i>This article is written by </i><i>Sensor Unlimited</i><i> for reference only. Please note the risks.</i></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alibaba Q3: Time To Consider An Option Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Q3: Time To Consider An Option Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-15 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4546617-alibaba-q3-time-to-consider-an-option-play","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275698961","content_text":"SummaryAlibaba stock prices continue to be directed by short-term events and disjointed from business fundamentals.Such disconnection creates both challenges and opportunities for value-oriented investors.One such opportunity involves an observation that I’ve made about its implied volatility being mispriced.As such, you can consider an option play here either to hedge your existing positions or to open a new position.The upcoming earnings report in November for its September quarter (CY22 Q3) could amplify the mispricing based on its recent historical pattern.remco86ThesisAlibaba's (NYSE:BABA) stock price continues to be directed by short-term events and disjointed from business fundamentals. While its financial performances are partly to blame (although quite healthy in my view), its stock price movements have been largely dominated by news events, such as the uncertainty in the Chinese regulatory environment, the lingering COVID-19 concerns, and the China-U.S. tension. To cite a few recent examples (shown in the chart below),On May 26, after reporting its March quarter results, its stock price climbed 14.8% in one day. And shortly afterward, on June 8, the Chinese government announced the approval of a new round of video game licenses, and its stock prices increased by another 14.7%.Then in July, it was fined by antitrust regulators for the improper reporting of previous merger deals. In particular, on July 11, its stock declined by 9.2% even though the fine amounted to only $373k.On July 29, it was added back to the U.S. SEC's watchlist of Chinese companies that might be delisted. The news triggered an 11% decline in its stock price to close at $89 from $100 the day before.Then finally on August 4, 2022, when it reported its June Quarter earnings, the stock prices fluctuated between a low of $95 and a high of $103 in a single day, translating into an 8.4% daily fluctuation.I am citing all these detailed events and price movements to give you a concrete feeling of its price volatility so that you can see the main thesis of this article: the mispricing of its implied volatility (\"IV\") in the options market.Author based on Yahoo! dataThe mispricing probably is best illustrated by comparison against its U.S. counterpart: Amazon (AMZN). The price movements of AMZN in the past 6 months are shown in the bottom panel of the above chart. In contrast to BABA's frequent ~10% DAILY price volatilities, AMZN stock price has been largely range-bound between $140 and $105, translating into a fluctuation of around 16% around a mean price of $122.5 over the past few MONTHS. Yet, as you will see in a later section, the options market currently assigns an IV of about 61% for BABA for its Dec 16, 2022, option. And the IV it assigns for AMZN is about the same (a bit below 60%), accentuating the IV mispricing.Looking forward, BABA is expected to report earnings on 11/17/2022 according to Nasdaq's schedule. Considering the IV mispricing, an option with expiry after that (say Dec 16, 2022) could either help to hedge your existing positions or to open a new position. Directly holding the shares can help you to benefit from its compressed valuation (as to be detailed in the next section immediately below). But an option play can help you to benefit from the compression in its valuation AND also the IV mispricing.Business outlook and growth potentialAdmittedly, BABA's earning results have been a bit choppy lately. However, in its upcoming earnings report for the September 2022 quarter, I expected a number of promising growth avenues. These catalysts should support healthy earnings growth, especially in the near- to mid-term, say in the 2025-2027 timeframe. First, I expect the Chinese economy to recover considerably once COVID-19 concerns clear up. Second, BABA is still very successful at attracting new annual active customers from the vast population of China, especially from the less developed areas. Notably, Tmall and Taobao continue to perform well. Third, on the international stage, platforms such as Lazada and AliExpress logged solid double-digit order growth rates in fiscal 2021, and I foresee such growth to continue or even accelerate in the next few years. Finally, on top of all these, its cloud segment continues to capture market share within the burgeoning global cloud niche. All told, consensus estimates project an 11.5% EPS expansion in the next five years, as you can see from the first chart below. And I tend to agree with such a projection.Author based on Seeking Alpha dataIn the meantime, its financial position is strong. The balance sheet is in good condition, as seen in the next chart below, providing the liquidity and financial flexibility to fuel its continued expansion. Alibaba ended the last quarter with more than $69 billion in cash as seen. In addition, merely 13.4% of the capital structure is comprised of long-term debt (compared to AMZN's 45.4%), suggesting plenty of flexibility to support growth initiatives.Although, note that the table below made a mistake on its cash per share (probably due to confusion about its share count vs its ADR counts). With $69 billion of cash and approximately 2.6 billion ADR outstanding, the total cash per share should be about $26.5. At its current stock price of $75 as of this writing, more than 1/3 of its stock price (35.4% to be exact) is just cash.Author based on Seeking Alpha dataVolatility mispricing and option playAs mentioned above, holding the shares directly is a bet on its compressed valuation and growth potential. And an option play can provide a couple of additional advantages, as detailed in my other articles. To recap,First, compared to the buy-and-hold strategy, an option can limit your exposure in terms of the total dollar amount.Second, it can take advantage of both the valuation mispricing AND also volatility mispricing (the buy-and-hold strategy only benefit from the former).Third, it provides a definitive expiration date.As an example, as of this writing, a BABA call option with a $75 strike price (i.e., near the money) that expires on 12/16/2022 sells at about $7.8 as you can see from the first chart below provided by OIC. So $780 would provide exposure to 100 shares, versus $7.5k if you directly own the shares.You can also see the implied volatility is only 60.8%. Again, to me, this is an underestimate. As you can see from the second chart below, its IV has ranged from about 50% to about 100% in the past 6 months. And the current IV of 60% is close to the floor of this range. Yet, as argued earlier, recent events and price movements suggest no muting in its actual volatility. Also, as you can see from the third chart below, AMZN's current IV is close to 60% too (about 56%). However, as aforementioned, the DAILY price actions in BABA shares are nearly on the same magnitude as AMZN's monthly price fluctuations.oic.ivolatility.comBABA historical and implied volatility provided by IVolatility.comAMZN historical and implied volatility provided by IVolatility.comBaba risks and final thoughtsSince an option play, in a sense, is a way to limit risks already, I won't detail the specific risks surrounding BABA shares. Other SA authors have elaborated on the risks eloquently already anyway. Here, let me just repeat the risks inherent in writing options:Writing options can limit risks in terms of the absolute dollar amount. But it is riskier in relative terms. You can lose 100% and there is actually a good chance of that.To conclude, the main thesis here is built on an observation that I've made about BABA's implied volatility being mispriced. Yes, it is definitely attractive to own the shares directly in my mind (which I do) under current conditions. The stock is priced at single-digit FWD PE with double-digit growth rates. And it has about $26.5 of cash per ADR on its ledger, more than 1/3 of its stock current price. But an option play could bring an additional catalyst to the table. The upcoming earnings report in November could amplify the mispricing, judging by the recent historical pattern of its price movements around earnings reports.This article is written by Sensor Unlimited for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980537703,"gmtCreate":1665762471902,"gmtModify":1676537661745,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980537703","repostId":"1151252859","repostType":2,"repost":{"id":"1151252859","pubTimestamp":1665760873,"share":"https://ttm.financial/m/news/1151252859?lang=&edition=fundamental","pubTime":"2022-10-14 23:21","market":"us","language":"en","title":"A Possible Bounce In QQQ With TQQQ Less Attractive For Day Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1151252859","media":"Seeking Alpha","summary":"SummaryAs investors lose more money, there is more loss aversion, to the extent that the market seems to have digested the interest rate-related worries for tech compared to the broader market.Also, t","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>As investors lose more money, there is more loss aversion, to the extent that the market seems to have digested the interest rate-related worries for tech compared to the broader market.</li><li>Also, the factors which have driven the Nasdaq down in the first place could help it to bounce back with the forthcoming earnings season also likely to play a role.</li><li>As a result, QQQ could rise by 14%, while TQQQ could deliver three times more gains if one is ready to take on the compounding risks associated with this highly leveraged ETF.</li><li>On the other hand, the daily variations also seem to be indicating that TQQQ has become less attractive for day trading.</li><li>Finally, bear in mind that there are risks of further downsides and this is more of a trader&#39;s market, one where you are prepared to exit with a stop loss.</li></ul><p>The stock market is in turmoil with the S&amp;P 500 down by 17.7% during the last year, but the tech-heavy Invesco QQQ Trust (NASDAQ: QQQ) is down by 26.7%. Had it not been for energy stocks, the SPDR S&amp;P 500 ETF Trust (SPY) could have fared worse with the Nasdaq having also been weighed down by the semiconductor stocks it holds.</p><p><img src=\"https://static.tigerbbs.com/7900fa2d4d9bd46c85875791e5b0db5d\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>The objective of this thesis is to assess whether, after such a drop, there are still ingredients that can drive QQQ to yet another bounce. At the same time, building on the trend-based analysis for the Invesco ETF together with daily price variations, I will also show that the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ) is becoming less attractive for the day trader, but can still be used to profit from an uptrend in the Nasdaq.</p><p>For this purpose, I start by elaborating on the recent market drivers.</p><p><b>Factors Driving Down the Nasdaq</b></p><p>First, QQQtracksthe Nasdaq-100 Index, which encapsulates the 100 largest non-companies listed on the Nasdaq based on market cap. As such, it contains the most valuable publicly listed names in the world like Apple (AAPL), Microsoft (MSFT), and Tesla (TSLA) as shown in the diagram below, with 97.56% of its assets dedicated to the U.S.</p><p><img src=\"https://static.tigerbbs.com/c46b0ae548f3b7d174e34a322524d749\" tg-width=\"640\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><p>QQQ Top Holdings (www.invesco.com)</p><p>These are multinationals that span the whole globe. As such, they are also impacted by economic conditions abroad, namely in Europe where a potential slowdown should be more acute than in the U.S. Moreover, the Federal Reserve raising rates also mean that the greenback becomes pricier vis a vis the local currencies of countries where American companies operate, in turn constituting headwinds for QQQ&#39;s holdings when depreciated euro revenues reach dollar-denominated income statements.</p><p>Thus, companies like Microsoft have been warning about potential Forex-related earnings risks since June. This coincided with the trough in the value of QQQ as shown in the introductory chart. More recently, cracks are also starting to appear in Apple&#39;s strong iPhone facade as sales dropped in China.</p><p>Besides currency risks, there are concerns about higher prices for goods and services caused by high inflation hampering demand throughout the U.S. economy in turn impacting the consumer discretionary sector as well as semiconductor companies like Nvidia (NVDA) as PC sales have dropped following the pandemic boom, with many Americans now worrying that the country is already in recession. In addition, geopolitical tensions between the U.S. and China again surfaced sending the VanEck Semiconductor ETF (SMH) down 9.3% in just five days.</p><p>Furthermore, supply chain challenges have also reduced the number of deliveries for Tesla.</p><p><b>Market Digesting Tech Worries and the Bounce</b></p><p>All the factors I have enumerated above imply that QQQ does not make an investment case for the long term, but, that there could be a bounce as investors seem to have digested the fact that tech stocks should be more impacted than the broader market by higher interest rates.</p><p>In order to justify my statement, I plotted the daily differences between the values of the SPY (representing the broader market) and QQQ as shown in the blue chart below.</p><p><img src=\"https://static.tigerbbs.com/535b6d3fd4854d05cbae142324fe9f45\" tg-width=\"640\" tg-height=\"362\" referrerpolicy=\"no-referrer\"/></p><p>Chart built by the author using data from (finance.yahoo.com)</p><p>Making sense of the chart, the November 2021-June 2022 period saw the SPY-QQQ differential obtained by subtracting the daily values of the QQQ from SPY moving higher, from 60 to above 100, as the Nasdaq suffered from more downside than SPY (S&amp;P 500). This was due to investors realizing that the Federal Reserve would have to tighten interest rates, instead of keeping it on hold as a result of inflation not being transitory.</p><p>Now, rates going higher is a negative for the market as a whole, but tech stocks, in particular, depending on the state of their individual balance sheets, may find it harder to get access to cheap money to drive their higher growth rates and earnings.</p><p>Subsequently, after reaching a peak of 103-104 reached in June as marked by the green dotted line above, the differential has now settled down to the 95 level, showing that tech stocks are not being punished as severely relative to the broader market. This probably indicates that investors seem to have priced in the fact that the Fed will have to hike rates aggressively.</p><p>Furthermore, with analysts having revised the S&amp;P 500&#39;s estimated third-quarter earnings growth rate downwards to2.4%(or the lowest since Q3 2020 (-5.7%) and a lot of the negative news already baked in the performance of the Nasdaq, there could be an upside when the tech earnings season starts on Tuesday 25.</p><p>To this end, QQQ&#39;s RSI of 32.81(or under 50) indicates that it has been oversold and there could be an upside to around $300 which is the 50-day SMA. Other events that could induce a positive momentum are a potential reprieve obtained by Taiwan Semiconductor (TSM) and others for the export of certain types of chips to China while being aligned with American security interests.</p><p>For investors, $300 represents a 14% upside from QQQ&#39;s current value of $262, but, one could obtain a yield of three times more when using TQQQ which is a trading tool that thrives on volatility.</p><p><b>Trading with TQQQ</b></p><p>This leveraged ProShares ETF aims to return three times (3x) the return of its underlying benchmark which targets the daily performance of the Nasdaq-100 Index. Thus, it provides thrice the performance of QQQ.</p><p><img src=\"https://static.tigerbbs.com/267691c2b7490ed288d08dbc673f57f1\" tg-width=\"640\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>TQQQ Important Considerations (www.proshares.com)</p><p>In the same way as QQQ, TQQQ allows you to profit from the market during a bounce, that is after a flurry of good news has shifted investors&#39; sentiment to &#34;Risk on&#34;. This is possible following the ProShares ETF&#39;s39%decline in just one month and even a small bounce could return profits of 10%.</p><p>Now, since this a highly leveraged ETF, ProShares advises not to hold it for a period of greater than one day as due to the compounding of daily returns, the returns can be significantly different than what is intended. For example, when QQQ rises by 3% in one week, it may happen that TQQQ does not return 9% as should normally be the case as there are more chances of the Nasdaq fluctuating (going up and down) widely during five days than one.</p><p>However, in order to make a profitable day trade, the difference between TQQQ&#39;s high and low has to be significant (more than 10%), but according to my observation, this has been the case in the recent month despite the highly volatile market. I confirmed this observation by adding an orange chart to the initial one, which shows the daily variations (or fluctuations) obtained by plotting the daily differences between the high and low values of TQQQ.</p><p>As shown by the number of peaks decreasing from the left of the green line to the right, the chart shows that the daily variations have been diminishing since June. This, in turn, indicates a lower degree of volatility on a day-to-day basis, showing that TQQQ is getting less attractive for day trading compared to before.</p><p><img src=\"https://static.tigerbbs.com/b4efbdda0db299ccfa306819febb54dd\" tg-width=\"640\" tg-height=\"363\" referrerpolicy=\"no-referrer\"/></p><p>Charts built by the author using data from (finance.yahoo.com)</p><p>Explanatory reasons could include traders moving into cash or migrating from tech to energy-related leveraged ETFs in order to make money. Another reason could pertain to investors having finally accepted the fact that there will not be a reprieve in the Fed&#39;s hawkish tone. This again confirms that the market seems to have digested that hiking of rates by the Fed is not a fatality.</p><p>In these circumstances, if one is prepared to take on compounding risks and trade for a period of more than one day, like one week, for example, TQQQ makes sense. To this end, its RSI of31.66(or under 50) indicates that it has been oversold and after the positive financial results of TSMC, there could be some temporary upside.</p><p>However, just as when trading any leveraged ETF, it is important to constantly monitor the market and exit with a stop loss at the first signs of potential downsides.</p><p><b>Conclusion</b></p><p>Therefore, the ingredients for the Nasdaq and QQQ to make a temporary jump, which I estimate at 14% are present. Along the same lines, TQQQ could also deliver an upside of about three times but the real returns are obtained after subtracting compounding-related losses.</p><p>Another important point is that far from advising anyone to buy the dip, I have supported this thesis by analyzing the differential between tech and the broader market which point to investors having possibly digested the aggressive hikes to be implemented by the U.S. Fed.</p><p>Still, the U.S. Central bank which is data-driven may turn up to be super hawkish and I may not have priced in all factors which may adversely impact markets like credit risks emerging in the high-yield fixed-income space due to tightening of liquidity in the monetary system as well as some uncertainty which could appear in bond markets following the bond sell-off in the U.K. some two weeks back.</p><p>Finally, since we are more amid a trader market, it is important to keep on to your cash as the cost of living escalates further, and trade with caution, like for example waiting for CPI data released on October 13 before trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Possible Bounce In QQQ With TQQQ Less Attractive For Day Trading</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Possible Bounce In QQQ With TQQQ Less Attractive For Day Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546360-possible-bounce-qqq-tqqq-less-attractive-day-trading><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAs investors lose more money, there is more loss aversion, to the extent that the market seems to have digested the interest rate-related worries for tech compared to the broader market.Also, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546360-possible-bounce-qqq-tqqq-less-attractive-day-trading\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"https://seekingalpha.com/article/4546360-possible-bounce-qqq-tqqq-less-attractive-day-trading","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151252859","content_text":"SummaryAs investors lose more money, there is more loss aversion, to the extent that the market seems to have digested the interest rate-related worries for tech compared to the broader market.Also, the factors which have driven the Nasdaq down in the first place could help it to bounce back with the forthcoming earnings season also likely to play a role.As a result, QQQ could rise by 14%, while TQQQ could deliver three times more gains if one is ready to take on the compounding risks associated with this highly leveraged ETF.On the other hand, the daily variations also seem to be indicating that TQQQ has become less attractive for day trading.Finally, bear in mind that there are risks of further downsides and this is more of a trader's market, one where you are prepared to exit with a stop loss.The stock market is in turmoil with the S&P 500 down by 17.7% during the last year, but the tech-heavy Invesco QQQ Trust (NASDAQ: QQQ) is down by 26.7%. Had it not been for energy stocks, the SPDR S&P 500 ETF Trust (SPY) could have fared worse with the Nasdaq having also been weighed down by the semiconductor stocks it holds.Data by YChartsThe objective of this thesis is to assess whether, after such a drop, there are still ingredients that can drive QQQ to yet another bounce. At the same time, building on the trend-based analysis for the Invesco ETF together with daily price variations, I will also show that the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ) is becoming less attractive for the day trader, but can still be used to profit from an uptrend in the Nasdaq.For this purpose, I start by elaborating on the recent market drivers.Factors Driving Down the NasdaqFirst, QQQtracksthe Nasdaq-100 Index, which encapsulates the 100 largest non-companies listed on the Nasdaq based on market cap. As such, it contains the most valuable publicly listed names in the world like Apple (AAPL), Microsoft (MSFT), and Tesla (TSLA) as shown in the diagram below, with 97.56% of its assets dedicated to the U.S.QQQ Top Holdings (www.invesco.com)These are multinationals that span the whole globe. As such, they are also impacted by economic conditions abroad, namely in Europe where a potential slowdown should be more acute than in the U.S. Moreover, the Federal Reserve raising rates also mean that the greenback becomes pricier vis a vis the local currencies of countries where American companies operate, in turn constituting headwinds for QQQ's holdings when depreciated euro revenues reach dollar-denominated income statements.Thus, companies like Microsoft have been warning about potential Forex-related earnings risks since June. This coincided with the trough in the value of QQQ as shown in the introductory chart. More recently, cracks are also starting to appear in Apple's strong iPhone facade as sales dropped in China.Besides currency risks, there are concerns about higher prices for goods and services caused by high inflation hampering demand throughout the U.S. economy in turn impacting the consumer discretionary sector as well as semiconductor companies like Nvidia (NVDA) as PC sales have dropped following the pandemic boom, with many Americans now worrying that the country is already in recession. In addition, geopolitical tensions between the U.S. and China again surfaced sending the VanEck Semiconductor ETF (SMH) down 9.3% in just five days.Furthermore, supply chain challenges have also reduced the number of deliveries for Tesla.Market Digesting Tech Worries and the BounceAll the factors I have enumerated above imply that QQQ does not make an investment case for the long term, but, that there could be a bounce as investors seem to have digested the fact that tech stocks should be more impacted than the broader market by higher interest rates.In order to justify my statement, I plotted the daily differences between the values of the SPY (representing the broader market) and QQQ as shown in the blue chart below.Chart built by the author using data from (finance.yahoo.com)Making sense of the chart, the November 2021-June 2022 period saw the SPY-QQQ differential obtained by subtracting the daily values of the QQQ from SPY moving higher, from 60 to above 100, as the Nasdaq suffered from more downside than SPY (S&P 500). This was due to investors realizing that the Federal Reserve would have to tighten interest rates, instead of keeping it on hold as a result of inflation not being transitory.Now, rates going higher is a negative for the market as a whole, but tech stocks, in particular, depending on the state of their individual balance sheets, may find it harder to get access to cheap money to drive their higher growth rates and earnings.Subsequently, after reaching a peak of 103-104 reached in June as marked by the green dotted line above, the differential has now settled down to the 95 level, showing that tech stocks are not being punished as severely relative to the broader market. This probably indicates that investors seem to have priced in the fact that the Fed will have to hike rates aggressively.Furthermore, with analysts having revised the S&P 500's estimated third-quarter earnings growth rate downwards to2.4%(or the lowest since Q3 2020 (-5.7%) and a lot of the negative news already baked in the performance of the Nasdaq, there could be an upside when the tech earnings season starts on Tuesday 25.To this end, QQQ's RSI of 32.81(or under 50) indicates that it has been oversold and there could be an upside to around $300 which is the 50-day SMA. Other events that could induce a positive momentum are a potential reprieve obtained by Taiwan Semiconductor (TSM) and others for the export of certain types of chips to China while being aligned with American security interests.For investors, $300 represents a 14% upside from QQQ's current value of $262, but, one could obtain a yield of three times more when using TQQQ which is a trading tool that thrives on volatility.Trading with TQQQThis leveraged ProShares ETF aims to return three times (3x) the return of its underlying benchmark which targets the daily performance of the Nasdaq-100 Index. Thus, it provides thrice the performance of QQQ.TQQQ Important Considerations (www.proshares.com)In the same way as QQQ, TQQQ allows you to profit from the market during a bounce, that is after a flurry of good news has shifted investors' sentiment to \"Risk on\". This is possible following the ProShares ETF's39%decline in just one month and even a small bounce could return profits of 10%.Now, since this a highly leveraged ETF, ProShares advises not to hold it for a period of greater than one day as due to the compounding of daily returns, the returns can be significantly different than what is intended. For example, when QQQ rises by 3% in one week, it may happen that TQQQ does not return 9% as should normally be the case as there are more chances of the Nasdaq fluctuating (going up and down) widely during five days than one.However, in order to make a profitable day trade, the difference between TQQQ's high and low has to be significant (more than 10%), but according to my observation, this has been the case in the recent month despite the highly volatile market. I confirmed this observation by adding an orange chart to the initial one, which shows the daily variations (or fluctuations) obtained by plotting the daily differences between the high and low values of TQQQ.As shown by the number of peaks decreasing from the left of the green line to the right, the chart shows that the daily variations have been diminishing since June. This, in turn, indicates a lower degree of volatility on a day-to-day basis, showing that TQQQ is getting less attractive for day trading compared to before.Charts built by the author using data from (finance.yahoo.com)Explanatory reasons could include traders moving into cash or migrating from tech to energy-related leveraged ETFs in order to make money. Another reason could pertain to investors having finally accepted the fact that there will not be a reprieve in the Fed's hawkish tone. This again confirms that the market seems to have digested that hiking of rates by the Fed is not a fatality.In these circumstances, if one is prepared to take on compounding risks and trade for a period of more than one day, like one week, for example, TQQQ makes sense. To this end, its RSI of31.66(or under 50) indicates that it has been oversold and after the positive financial results of TSMC, there could be some temporary upside.However, just as when trading any leveraged ETF, it is important to constantly monitor the market and exit with a stop loss at the first signs of potential downsides.ConclusionTherefore, the ingredients for the Nasdaq and QQQ to make a temporary jump, which I estimate at 14% are present. Along the same lines, TQQQ could also deliver an upside of about three times but the real returns are obtained after subtracting compounding-related losses.Another important point is that far from advising anyone to buy the dip, I have supported this thesis by analyzing the differential between tech and the broader market which point to investors having possibly digested the aggressive hikes to be implemented by the U.S. Fed.Still, the U.S. Central bank which is data-driven may turn up to be super hawkish and I may not have priced in all factors which may adversely impact markets like credit risks emerging in the high-yield fixed-income space due to tightening of liquidity in the monetary system as well as some uncertainty which could appear in bond markets following the bond sell-off in the U.K. some two weeks back.Finally, since we are more amid a trader market, it is important to keep on to your cash as the cost of living escalates further, and trade with caution, like for example waiting for CPI data released on October 13 before trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980290703,"gmtCreate":1665729530302,"gmtModify":1676537656711,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980290703","repostId":"2275938614","repostType":2,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917467012,"gmtCreate":1665567470536,"gmtModify":1676537628744,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917467012","repostId":"1179290086","repostType":2,"repost":{"id":"1179290086","pubTimestamp":1665566864,"share":"https://ttm.financial/m/news/1179290086?lang=&edition=fundamental","pubTime":"2022-10-12 17:27","market":"us","language":"en","title":"Intel, PepsiCo, Philips And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1179290086","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 <b>PepsiCo, Inc.</b> to report quarterly earnings at $1.84 per share on revenue of $20.81 billion before the opening bell.</li><li><b>Intel Corporation</b> is planning to announce a major headcount reduction, running into thousands, as early as this month, reported Bloomberg, citing people with knowledge of the matter.</li><li>Analysts are expecting <b>Wipro Limited</b> to have earned $0.07 per share on revenue of $2.84 billion for the latest quarter. The company will release earnings before the markets open.</li></ul><ul><li><b>VOXX International Corporation</b> reported weaker-than-expected earnings results for its second quarter on Tuesday.</li><li>Analysts expect<b>Duck Creek Technologies, Inc.</b> to post quarterly earnings at $0.02 per share on revenue of $73.36 million after the closing bell.</li><li><b>Philips</b>&#39;s core profit would drop around 60% as supply chain problems would continue to hit sales throughout the year. Stocks crashed nearly 6% in premarket trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel, PepsiCo, Philips 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\">\nIntel, PepsiCo, Philips And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 PepsiCo, Inc. to report quarterly earnings at $...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOXX":"奥迪富斯","INTC":"英特尔","PEP":"百事可乐","WIT":"Wipro Limited","PHG":"飞利浦"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179290086","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 PepsiCo, Inc. to report quarterly earnings at $1.84 per share on revenue of $20.81 billion before the opening bell.Intel Corporation is planning to announce a major headcount reduction, running into thousands, as early as this month, reported Bloomberg, citing people with knowledge of the matter.Analysts are expecting Wipro Limited to have earned $0.07 per share on revenue of $2.84 billion for the latest quarter. The company will release earnings before the markets open.VOXX International Corporation reported weaker-than-expected earnings results for its second quarter on Tuesday.Analysts expectDuck Creek Technologies, Inc. to post quarterly earnings at $0.02 per share on revenue of $73.36 million after the closing bell.Philips's core profit would drop around 60% as supply chain problems would continue to hit sales throughout the year. Stocks crashed nearly 6% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917034679,"gmtCreate":1665381467792,"gmtModify":1676537596675,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917034679","repostId":"2274370176","repostType":2,"repost":{"id":"2274370176","pubTimestamp":1665354641,"share":"https://ttm.financial/m/news/2274370176?lang=&edition=fundamental","pubTime":"2022-10-10 06:30","market":"us","language":"en","title":"2 Growth Stocks That Could Beat the Market Over the Next 5 Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2274370176","media":"Motley Fool","summary":"Each has a path toward grabbing a larger portion of its respective market.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>PubMatic is ideally positioned to grow revenue as its customers reduce their integrations with smaller competitors.</li><li>Block hopes to accelerate the international expansion of its Cash App ecosystem, which comes with compelling profit margins.</li></ul><p>The statistician in me says that the U.S. stock market will be markedly higher five years from now. Based on around 100 years of data, that&#39;s what the odds point to. Depending on who you ask, the average bear market -- a stock market decline of 20% or more -- lasts between nine and 12 months. And we&#39;re roughly in that range now.</p><p>By contrast, the average bull market lasts for years, and the next one could potentially carry us to the five-year mark, which is why I&#39;d be willing to bet the market will be higher at that time. Therefore, it won&#39;t be easy for stocks to beat the market over the next half-decade -- it never is. But <b>PubMatic</b> and <b><a href=\"https://laohu8.com/S/SQ\">Block</a></b> are two companies I believe could get the job done.</p><h2>PubMatic: How it&#39;s gaining market share</h2><p>There are only a few public digital-advertising companies, including demand-side platforms like <b>The Trade Desk</b> and supply-side platforms like PubMatic. But make no mistake: There are scores of privately held players on both sides of the business, and they&#39;re all vying for the same customers. The space is far more competitive than investors might think, and market share is important.</p><p>One way PubMatic is growing is through supply path optimization. Brands and publishers tend to work with dozens of adtech companies at the same time. And working with scores of ad companies can decrease an ad campaign&#39;s effectiveness by lowering its targeting capabilities. Therefore, publishers look to PubMatic to improve their ads&#39; performance with supply path optimization.</p><p>By way of example, PubMatic expanded its supply path optimization deal with advertising and communications company Havas Media Group on Aug. 17. Later at the <b>Evercore</b> ISI Technology Conference, management said that expansion deals like these often take companies like Havas from around 10 supply-side platforms to just two or three, of which PubMatic is the preferred provider. This helps the company gain market share.</p><p>According to management, 24% of all activity on PubMatic&#39;s platform in the second quarter of last year was from supply path optimization deals. As of 2022&#39;s second quarter, that&#39;s up to 30%. And management loves how this strengthens customer retention. Also at the Evercore conference, management said, &#34;There&#39;s really no reason why we would get thrown out of a [supply path optimization] deal...unless we really screw something up.&#34; As a shareholder, I like this dynamic.</p><p>The importance of this methodology for cutting redundancies out of the path between ad buyers and ad sellers  is why PubMatic acquired a company called Martin in September. Terms weren&#39;t disclosed beyond the fact that PubMatic is paying cash. But it&#39;s buying Martin to make its supply path optimization services more compelling.</p><p>With interest rates rising and economies worldwide slowing, macroeconomic conditions favor the strongest players like PubMatic and hinder the rest. I&#39;ll stop short of predicting every facet of PubMatic&#39;s business over the next five years. But the company is profitable and has a $183 million cash position, both of which will help insulate it from the struggles many smaller competitors will likely face in a downturn.</p><p>There are many more reasons to like PubMatic stock long term. But as smaller players get weeded out due to the economy and by clients optimizing their advertising supply, I believe PubMatic will generate market-beating results.</p><h2>Block: Global expansion is revving up</h2><p>Through the first half of 2022, revenue for financial technology (fintech) company Block has fallen by 14% from the comparable period of 2021. However, its revenue from international markets rose a whopping 132%, showing the importance of its global expansion.</p><p>Take that growth rate with a small grain of salt, because not all of Block&#39;s international revenue growth was organic. In February, it completed its acquisition of Australia-based &#34;buy now, pay later&#34; company Afterpay. That added $208 million to its top line in the second quarter of 2022 alone, and some of this revenue came from international markets. For perspective, Block only had $257 million in total international revenue in Q2. Therefore, its 132% jump so far in 2022 has a lot to do with Afterpay.</p><p>That said, Block&#39;s management believes organic revenue growth in international markets will be accelerated because of Afterpay. The company is basically trying to build its Cash App ecosystem -- what it calls a &#34;social money network&#34; -- so that it doesn&#39;t matter where users are in the world or what currency they are using (including cryptocurrency), they&#39;ll be able to send funds back and forth without friction. And it believes Afterpay will propel it toward this dream.</p><p>Block offers different Cash App services and products in different markets, of which buy now, pay later is one. As it backfills existing markets with additional products, management believes it will see strong adoption due to network effects. In other words, people will want to use Cash App more and more because of how comprehensive it is and how many other people are already using it.</p><p>Excluding revenue generated from <b>Bitcoin</b>, Cash App has generated nearly $1.6 billion in revenue in the first half of 2022 -- about 19% of Block&#39;s total revenue. Bitcoin revenue is 42% of total revenue on its own and is inside the Cash App ecosystem. But I exclude it because it&#39;s not intended to generate any profits -- it&#39;s just a service Block provides. But in contrast to Bitcoin, Cash App is very profitable, generating around $1.3 billion in gross profit so far this year -- 48% of Block&#39;s total gross profit.</p><p>In other words, Cash App is a relatively small revenue stream for Block, but it accounts for around half of the gross profit. This is why I&#39;m excited to see it expand globally. If it&#39;s adopted by the masses as management hopes, profits could soar and turn Block stock into a market-beater.</p><p>To reiterate, it won&#39;t be easy to beat the market over the next five years because the market is likely to perform well. However, I believe PubMatic stock and Block stock have what it takes and are worth buying today.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Growth Stocks That Could Beat the Market Over the Next 5 Years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Growth Stocks That Could Beat the Market Over the Next 5 Years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-10 06:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/09/2-growth-stocks-that-could-beat-the-market-over-th/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSPubMatic is ideally positioned to grow revenue as its customers reduce their integrations with smaller competitors.Block hopes to accelerate the international expansion of its Cash App ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/09/2-growth-stocks-that-could-beat-the-market-over-th/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block","PUBM":"PubMatic, Inc."},"source_url":"https://www.fool.com/investing/2022/10/09/2-growth-stocks-that-could-beat-the-market-over-th/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2274370176","content_text":"KEY POINTSPubMatic is ideally positioned to grow revenue as its customers reduce their integrations with smaller competitors.Block hopes to accelerate the international expansion of its Cash App ecosystem, which comes with compelling profit margins.The statistician in me says that the U.S. stock market will be markedly higher five years from now. Based on around 100 years of data, that's what the odds point to. Depending on who you ask, the average bear market -- a stock market decline of 20% or more -- lasts between nine and 12 months. And we're roughly in that range now.By contrast, the average bull market lasts for years, and the next one could potentially carry us to the five-year mark, which is why I'd be willing to bet the market will be higher at that time. Therefore, it won't be easy for stocks to beat the market over the next half-decade -- it never is. But PubMatic and Block are two companies I believe could get the job done.PubMatic: How it's gaining market shareThere are only a few public digital-advertising companies, including demand-side platforms like The Trade Desk and supply-side platforms like PubMatic. But make no mistake: There are scores of privately held players on both sides of the business, and they're all vying for the same customers. The space is far more competitive than investors might think, and market share is important.One way PubMatic is growing is through supply path optimization. Brands and publishers tend to work with dozens of adtech companies at the same time. And working with scores of ad companies can decrease an ad campaign's effectiveness by lowering its targeting capabilities. Therefore, publishers look to PubMatic to improve their ads' performance with supply path optimization.By way of example, PubMatic expanded its supply path optimization deal with advertising and communications company Havas Media Group on Aug. 17. Later at the Evercore ISI Technology Conference, management said that expansion deals like these often take companies like Havas from around 10 supply-side platforms to just two or three, of which PubMatic is the preferred provider. This helps the company gain market share.According to management, 24% of all activity on PubMatic's platform in the second quarter of last year was from supply path optimization deals. As of 2022's second quarter, that's up to 30%. And management loves how this strengthens customer retention. Also at the Evercore conference, management said, \"There's really no reason why we would get thrown out of a [supply path optimization] deal...unless we really screw something up.\" As a shareholder, I like this dynamic.The importance of this methodology for cutting redundancies out of the path between ad buyers and ad sellers  is why PubMatic acquired a company called Martin in September. Terms weren't disclosed beyond the fact that PubMatic is paying cash. But it's buying Martin to make its supply path optimization services more compelling.With interest rates rising and economies worldwide slowing, macroeconomic conditions favor the strongest players like PubMatic and hinder the rest. I'll stop short of predicting every facet of PubMatic's business over the next five years. But the company is profitable and has a $183 million cash position, both of which will help insulate it from the struggles many smaller competitors will likely face in a downturn.There are many more reasons to like PubMatic stock long term. But as smaller players get weeded out due to the economy and by clients optimizing their advertising supply, I believe PubMatic will generate market-beating results.Block: Global expansion is revving upThrough the first half of 2022, revenue for financial technology (fintech) company Block has fallen by 14% from the comparable period of 2021. However, its revenue from international markets rose a whopping 132%, showing the importance of its global expansion.Take that growth rate with a small grain of salt, because not all of Block's international revenue growth was organic. In February, it completed its acquisition of Australia-based \"buy now, pay later\" company Afterpay. That added $208 million to its top line in the second quarter of 2022 alone, and some of this revenue came from international markets. For perspective, Block only had $257 million in total international revenue in Q2. Therefore, its 132% jump so far in 2022 has a lot to do with Afterpay.That said, Block's management believes organic revenue growth in international markets will be accelerated because of Afterpay. The company is basically trying to build its Cash App ecosystem -- what it calls a \"social money network\" -- so that it doesn't matter where users are in the world or what currency they are using (including cryptocurrency), they'll be able to send funds back and forth without friction. And it believes Afterpay will propel it toward this dream.Block offers different Cash App services and products in different markets, of which buy now, pay later is one. As it backfills existing markets with additional products, management believes it will see strong adoption due to network effects. In other words, people will want to use Cash App more and more because of how comprehensive it is and how many other people are already using it.Excluding revenue generated from Bitcoin, Cash App has generated nearly $1.6 billion in revenue in the first half of 2022 -- about 19% of Block's total revenue. Bitcoin revenue is 42% of total revenue on its own and is inside the Cash App ecosystem. But I exclude it because it's not intended to generate any profits -- it's just a service Block provides. But in contrast to Bitcoin, Cash App is very profitable, generating around $1.3 billion in gross profit so far this year -- 48% of Block's total gross profit.In other words, Cash App is a relatively small revenue stream for Block, but it accounts for around half of the gross profit. This is why I'm excited to see it expand globally. If it's adopted by the masses as management hopes, profits could soar and turn Block stock into a market-beater.To reiterate, it won't be easy to beat the market over the next five years because the market is likely to perform well. However, I believe PubMatic stock and Block stock have what it takes and are worth buying today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914275316,"gmtCreate":1665296202435,"gmtModify":1676537584674,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914275316","repostId":"2273634345","repostType":2,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914873118,"gmtCreate":1665252091834,"gmtModify":1676537577957,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[{"img":"https://community-static.tradeup.com/news/0877c7d6cd7a07a7498d575d243778e3","width":"1080","height":"1759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914873118","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914897644,"gmtCreate":1665222201788,"gmtModify":1676537575479,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914897644","repostId":"2273361809","repostType":4,"repost":{"id":"2273361809","pubTimestamp":1665187741,"share":"https://ttm.financial/m/news/2273361809?lang=&edition=fundamental","pubTime":"2022-10-08 08:09","market":"us","language":"en","title":"AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273361809","media":"Motley Fool","summary":"Third quarter 2022 sales were deeply impacted by a rapid slump in PCs.","content":"<html><head></head><body><p><b>AMD</b> is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.</p><p>Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.</p><h2>AMD&#39;s growth is slowing this year</h2><p>AMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.</p><p>The company&#39;s data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking &#34;inventory correction actions,&#34; meaning heavy discounting to move inventory surplus.</p><p>It&#39;s a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.</p><table><thead><tr><th><p><b>AMD Segments</b></p></th><th><p><b>Q3 2022 Preliminary Revenue</b></p></th><th><p><b>YoY Growth</b></p></th></tr></thead><tbody><tr><td><p><b>Data Center</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 45%</p></td></tr><tr><td><p><b>Client</b></p></td><td><p>$1.0 billion</p></td><td><p>Down 40%</p></td></tr><tr><td><p><b>Gaming</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 14%</p></td></tr><tr><td><p><b>Embedded (Xilinx Acquisition in February)</b></p></td><td><p>$1.3 billion</p></td><td><p>N/A</p></td></tr><tr><td><p><b>Total</b></p></td><td><p>$5.6 billion</p></td><td><p>Up 29%</p></td></tr></tbody></table><p>Data source: AMD.</p><p>In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the &#34;embedded&#34; segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it&#39;s nonetheless far lower than the 54% originally projected a couple of months ago.</p><h2>The market knew this was coming</h2><p>Before you sell AMD stock, bear in mind this isn&#39;t exactly earth-shattering news. Later in August, <b>Nvidia</b> provided a bleak picture of consumer-facing product sales. And in early October, <b>Micron Technology </b>gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD&#39;s rosy outlook from the summer.</p><p>Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.</p><p>In other words, now probably isn&#39;t the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.</p><p>The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with <b>Intel</b> signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.</p><p>Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.</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>AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?</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\">\nAMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273361809","content_text":"AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.AMD's growth is slowing this yearAMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.The company's data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking \"inventory correction actions,\" meaning heavy discounting to move inventory surplus.It's a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.AMD SegmentsQ3 2022 Preliminary RevenueYoY GrowthData Center$1.6 billionUp 45%Client$1.0 billionDown 40%Gaming$1.6 billionUp 14%Embedded (Xilinx Acquisition in February)$1.3 billionN/ATotal$5.6 billionUp 29%Data source: AMD.In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the \"embedded\" segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it's nonetheless far lower than the 54% originally projected a couple of months ago.The market knew this was comingBefore you sell AMD stock, bear in mind this isn't exactly earth-shattering news. Later in August, Nvidia provided a bleak picture of consumer-facing product sales. And in early October, Micron Technology gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD's rosy outlook from the summer.Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.In other words, now probably isn't the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with Intel signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914990636,"gmtCreate":1665151645925,"gmtModify":1676537564885,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914990636","repostId":"2273353808","repostType":2,"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915550874,"gmtCreate":1665082207098,"gmtModify":1676537553557,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a>Nice graph.","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a>Nice graph.","text":"$Invesco QQQ Trust(QQQ)$Nice graph.","images":[{"img":"https://community-static.tradeup.com/news/117b03a88c83b68ebbea3b8eb6d83810","width":"1080","height":"2093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915550874","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9914873118,"gmtCreate":1665252091834,"gmtModify":1676537577957,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[{"img":"https://community-static.tradeup.com/news/0877c7d6cd7a07a7498d575d243778e3","width":"1080","height":"1759"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914873118","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914275316,"gmtCreate":1665296202435,"gmtModify":1676537584674,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914275316","repostId":"2273634345","repostType":2,"repost":{"id":"2273634345","pubTimestamp":1665283538,"share":"https://ttm.financial/m/news/2273634345?lang=&edition=fundamental","pubTime":"2022-10-09 10:45","market":"us","language":"en","title":"Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=2273634345","media":"Motley Fool","summary":"When share prices drop, dividend yields rise, which make these companies worth a long look for income investors.","content":"<html><head></head><body><p>While shopping for stocks trading at a discount makes sense for people who subscribe to the &#34;buy low, sell high&#34; model of investing, it can actually be a risky strategy at times. Many businesses that are trading at cheap-looking valuations may be down for valid reasons. It&#39;s important to pay attention to what factors the market may be pricing into a company&#39;s shares.</p><p>However, with the <b>S&amp;P 500 Index</b> in bear market territory, many high-quality stocks look attractive due to the increasing levels of fear about the direction of the economy. But in the wake of this year&#39;s sell-off, <b>FedEx </b>(FDX -0.50%), <b>Old Dominion Freight Lines </b>(ODFL -6.18%), and <b>Lowe&#39;s </b>(LOW -1.39%) look like great discounted options for long-term dividend investors.</p><h2>FedEx: A well-covered dividend at a discounted price</h2><p>Down nearly 40% year to date and off by more than 20% in the last month alone, shipping juggernaut FedEx has been under increased pressure since it delivered its fiscal 2023 first-quarter report.</p><p>For the period, which ended Aug. 31, FedEx reported year-over-year declines in volume of 11% and 3% from its Express and Ground operations, respectively, but it still grew revenue by 6%, thanks partly to higher fuel surcharges.</p><p>However, these surcharges did not keep pace with the weakening macroeconomic conditions and ballooning fuel costs facing FedEx. The company&#39;s earnings per share (EPS) dropped 19% from the prior-year period.</p><p>So what makes FedEx interesting right now?</p><p>First, despite the economic slowdown, the company&#39;s dividend, which at the current share price yields 2.4%, looks safe. And with its low payout ratio of 25%, management has ample room to grow that dividend.</p><p>Similarly, FedEx generated nearly $2.9 billion in free cash flow over the last 12 months while paying out roughly $900 million in dividends, so in terms of both earnings and cash generation, it easily covers its dividend. While investors will have to wait and see if the company will increase its payout again in fiscal 2023, there&#39;s no immediate reason to fear a dividend cut.</p><p>Second, while the company&#39;s price-to-earnings (P/E) ratio is historically volatile, based on its price-to-sales (P/S) ratio, it&#39;s trading at an attractive valuation.</p><p><img src=\"https://static.tigerbbs.com/04953c11103fcd6b5adcd8d33f681a60\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FDX PS Ratio data by YCharts</p><p>Taking this low P/S, investors can look at the company&#39;s average profit margin over the same time and develop a less volatile P/E ratio.</p><p><img src=\"https://static.tigerbbs.com/57fb0dc142cf1bc3c5a93c2f20878e88\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>FDX Profit Margin data by YCharts</p><p>By dividing FedEx&#39;s P/S of 0.433 by its average profit margin of 4.25% over the last 10 years, we can find that the company trades at only 10 times earnings should it continue generating these margins. Moreover, with CEO Raj Subramaniam expecting at least $2.2 billion in cost savings in 2023 ($1 billion of which will be permanent), FedEx looks poised to maintain this average profit margin.</p><p>Compared to the S&amp;P 500 Index&#39;s median P/E of 22, the company&#39;s cost-cutting efforts, dividend strength, and ongoing turnaround look tempting at today&#39;s prices.</p><h2>Old Dominion Freight Lines: A future Dividend Aristocrat</h2><p>While less-than-truckload (LTL) freight carriers may not sound like the most exciting investment options, <a href=\"https://laohu8.com/S/ODFL\">Old Dominion Freight Line</a>&#39;s 1,300% total return over the last decade shows that such stocks can provide some thrilling results to your portfolio.</p><p>Old Dominion has become the best-in-class performer in its industry thanks to its 99% on-time delivery rate and its 0.1% cargo claims ratio. These impressive metrics have led to it receiving the Mastio Quality Award for No. 1 Shipper for 12 straight years. The company has positioned itself as the ever-reliable (and premium-priced) LTL option. Due to this premium offering, the company has posted annualized sales growth of 12% since 2002, well outpacing the broader LTL industry, which grew by just shy of 5% annually over that period.</p><p>Best yet for income-focused investors, Old Dominion began paying a dividend in 2017, which it has more than tripled since.</p><p><img src=\"https://static.tigerbbs.com/6a4045fdc2841c4cdd3b5cae07a4f002\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL Dividends Paid (TTM) data by YCharts</p><p>Despite this rapid dividend growth, its payout ratio is a tiny 9%, while its yield of 0.41% is close to its all-time high.</p><p><img src=\"https://static.tigerbbs.com/59654eb8b8c52f5ecb20dff8aed7d0c9\" tg-width=\"720\" tg-height=\"463\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL Dividend Yield data by YCharts</p><p>While this yield may not sound like much, the company&#39;s willingness to continue boosting payouts rapidly and its small payout ratio give it excellent long-term dividend growth potential.</p><p>On top of that, Old Dominion trades at a P/E ratio of only 25, a level it has not seen since the stock market&#39;s March 2020 plunge.</p><p><img src=\"https://static.tigerbbs.com/89a38568efa2ac9da0a7ef93dd7e3944\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>ODFL PE Ratio data by YCharts</p><p>In the second quarter, the company&#39;s revenue and EPS grew by 26% and 43%, respectively, which indicates that this excellent operator should remain a fantastic holding for the long haul.</p><h2>Lowe&#39;s: A discount on stability</h2><p>Anytime the share price of a Dividend Aristocrat drops by more than 20%, it should catch investors&#39; attention -- and that&#39;s precisely what has happened to Lowe&#39;s in 2022.</p><p>Its sales dropped slightly -- by just 0.3% -- in Q2, and the market continued to worry over the home-improvement retailer&#39;s operations. However, despite the top line being stagnant, Lowe&#39;s posted a 10% increase in EPS from the prior-year period.</p><p>Notably, though its revenue only rose by 87% over the last decade, its EPS increased more than sevenfold over that time.</p><p><img src=\"https://static.tigerbbs.com/53990fd46b17998248895c261ad116a2\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Revenue (TTM) data by YCharts</p><p>While its slow and steady profit margin expansion juiced that EPS growth, Lowe&#39;s declining share count has also been a significant factor.</p><p><img src=\"https://static.tigerbbs.com/c1562a9ff0da9c2506e509bd5ae71add\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Shares Outstanding data by YCharts</p><p>The company&#39;s methodical share repurchases have enabled it to continue posting earnings growth that has led to market-beating returns over the long haul. These buybacks and Lowe&#39;s 58-year streak of dividend increases have generated cash returns to shareholders that are rivaled by only a handful of companies.</p><p>Best yet, its dividend yield is above its 10-year average, so future payouts are available at a discounted price.</p><p><img src=\"https://static.tigerbbs.com/28dc557c9fd5501c7df772a07fe0c1c2\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LOW Dividend Yield data by YCharts</p><p>Anytime a Dividend Aristocrat&#39;s yield moves above its recent averages, it highlights the potential for investors to benefit from a discounted passive income stream. That&#39;s especially appealing when the company in question is as stable as Lowe&#39;s.</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>Down by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential</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\">\nDown by 24% to 38%, These 3 S&P 500 Stocks Offer Discounted Passive Income Potential\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-09 10:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓","SPXU":"三倍做空标普500ETF","BK4559":"巴菲特持仓","BK4581":"高盛持仓","SH":"标普500反向ETF","BK4504":"桥水持仓","BK4550":"红杉资本持仓","OEX":"标普100","IVV":"标普500指数ETF",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF"},"source_url":"https://www.fool.com/investing/2022/10/08/down-23-to-44-these-3-sp-500-stocks-offer-discount/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273634345","content_text":"While shopping for stocks trading at a discount makes sense for people who subscribe to the \"buy low, sell high\" model of investing, it can actually be a risky strategy at times. Many businesses that are trading at cheap-looking valuations may be down for valid reasons. It's important to pay attention to what factors the market may be pricing into a company's shares.However, with the S&P 500 Index in bear market territory, many high-quality stocks look attractive due to the increasing levels of fear about the direction of the economy. But in the wake of this year's sell-off, FedEx (FDX -0.50%), Old Dominion Freight Lines (ODFL -6.18%), and Lowe's (LOW -1.39%) look like great discounted options for long-term dividend investors.FedEx: A well-covered dividend at a discounted priceDown nearly 40% year to date and off by more than 20% in the last month alone, shipping juggernaut FedEx has been under increased pressure since it delivered its fiscal 2023 first-quarter report.For the period, which ended Aug. 31, FedEx reported year-over-year declines in volume of 11% and 3% from its Express and Ground operations, respectively, but it still grew revenue by 6%, thanks partly to higher fuel surcharges.However, these surcharges did not keep pace with the weakening macroeconomic conditions and ballooning fuel costs facing FedEx. The company's earnings per share (EPS) dropped 19% from the prior-year period.So what makes FedEx interesting right now?First, despite the economic slowdown, the company's dividend, which at the current share price yields 2.4%, looks safe. And with its low payout ratio of 25%, management has ample room to grow that dividend.Similarly, FedEx generated nearly $2.9 billion in free cash flow over the last 12 months while paying out roughly $900 million in dividends, so in terms of both earnings and cash generation, it easily covers its dividend. While investors will have to wait and see if the company will increase its payout again in fiscal 2023, there's no immediate reason to fear a dividend cut.Second, while the company's price-to-earnings (P/E) ratio is historically volatile, based on its price-to-sales (P/S) ratio, it's trading at an attractive valuation.FDX PS Ratio data by YChartsTaking this low P/S, investors can look at the company's average profit margin over the same time and develop a less volatile P/E ratio.FDX Profit Margin data by YChartsBy dividing FedEx's P/S of 0.433 by its average profit margin of 4.25% over the last 10 years, we can find that the company trades at only 10 times earnings should it continue generating these margins. Moreover, with CEO Raj Subramaniam expecting at least $2.2 billion in cost savings in 2023 ($1 billion of which will be permanent), FedEx looks poised to maintain this average profit margin.Compared to the S&P 500 Index's median P/E of 22, the company's cost-cutting efforts, dividend strength, and ongoing turnaround look tempting at today's prices.Old Dominion Freight Lines: A future Dividend AristocratWhile less-than-truckload (LTL) freight carriers may not sound like the most exciting investment options, Old Dominion Freight Line's 1,300% total return over the last decade shows that such stocks can provide some thrilling results to your portfolio.Old Dominion has become the best-in-class performer in its industry thanks to its 99% on-time delivery rate and its 0.1% cargo claims ratio. These impressive metrics have led to it receiving the Mastio Quality Award for No. 1 Shipper for 12 straight years. The company has positioned itself as the ever-reliable (and premium-priced) LTL option. Due to this premium offering, the company has posted annualized sales growth of 12% since 2002, well outpacing the broader LTL industry, which grew by just shy of 5% annually over that period.Best yet for income-focused investors, Old Dominion began paying a dividend in 2017, which it has more than tripled since.ODFL Dividends Paid (TTM) data by YChartsDespite this rapid dividend growth, its payout ratio is a tiny 9%, while its yield of 0.41% is close to its all-time high.ODFL Dividend Yield data by YChartsWhile this yield may not sound like much, the company's willingness to continue boosting payouts rapidly and its small payout ratio give it excellent long-term dividend growth potential.On top of that, Old Dominion trades at a P/E ratio of only 25, a level it has not seen since the stock market's March 2020 plunge.ODFL PE Ratio data by YChartsIn the second quarter, the company's revenue and EPS grew by 26% and 43%, respectively, which indicates that this excellent operator should remain a fantastic holding for the long haul.Lowe's: A discount on stabilityAnytime the share price of a Dividend Aristocrat drops by more than 20%, it should catch investors' attention -- and that's precisely what has happened to Lowe's in 2022.Its sales dropped slightly -- by just 0.3% -- in Q2, and the market continued to worry over the home-improvement retailer's operations. However, despite the top line being stagnant, Lowe's posted a 10% increase in EPS from the prior-year period.Notably, though its revenue only rose by 87% over the last decade, its EPS increased more than sevenfold over that time.LOW Revenue (TTM) data by YChartsWhile its slow and steady profit margin expansion juiced that EPS growth, Lowe's declining share count has also been a significant factor.LOW Shares Outstanding data by YChartsThe company's methodical share repurchases have enabled it to continue posting earnings growth that has led to market-beating returns over the long haul. These buybacks and Lowe's 58-year streak of dividend increases have generated cash returns to shareholders that are rivaled by only a handful of companies.Best yet, its dividend yield is above its 10-year average, so future payouts are available at a discounted price.LOW Dividend Yield data by YChartsAnytime a Dividend Aristocrat's yield moves above its recent averages, it highlights the potential for investors to benefit from a discounted passive income stream. That's especially appealing when the company in question is as stable as Lowe's.","news_type":1},"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917034679,"gmtCreate":1665381467792,"gmtModify":1676537596675,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917034679","repostId":"2274370176","repostType":2,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914897644,"gmtCreate":1665222201788,"gmtModify":1676537575479,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914897644","repostId":"2273361809","repostType":4,"repost":{"id":"2273361809","pubTimestamp":1665187741,"share":"https://ttm.financial/m/news/2273361809?lang=&edition=fundamental","pubTime":"2022-10-08 08:09","market":"us","language":"en","title":"AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2273361809","media":"Motley Fool","summary":"Third quarter 2022 sales were deeply impacted by a rapid slump in PCs.","content":"<html><head></head><body><p><b>AMD</b> is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.</p><p>Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.</p><h2>AMD&#39;s growth is slowing this year</h2><p>AMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.</p><p>The company&#39;s data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking &#34;inventory correction actions,&#34; meaning heavy discounting to move inventory surplus.</p><p>It&#39;s a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.</p><table><thead><tr><th><p><b>AMD Segments</b></p></th><th><p><b>Q3 2022 Preliminary Revenue</b></p></th><th><p><b>YoY Growth</b></p></th></tr></thead><tbody><tr><td><p><b>Data Center</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 45%</p></td></tr><tr><td><p><b>Client</b></p></td><td><p>$1.0 billion</p></td><td><p>Down 40%</p></td></tr><tr><td><p><b>Gaming</b></p></td><td><p>$1.6 billion</p></td><td><p>Up 14%</p></td></tr><tr><td><p><b>Embedded (Xilinx Acquisition in February)</b></p></td><td><p>$1.3 billion</p></td><td><p>N/A</p></td></tr><tr><td><p><b>Total</b></p></td><td><p>$5.6 billion</p></td><td><p>Up 29%</p></td></tr></tbody></table><p>Data source: AMD.</p><p>In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the &#34;embedded&#34; segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it&#39;s nonetheless far lower than the 54% originally projected a couple of months ago.</p><h2>The market knew this was coming</h2><p>Before you sell AMD stock, bear in mind this isn&#39;t exactly earth-shattering news. Later in August, <b>Nvidia</b> provided a bleak picture of consumer-facing product sales. And in early October, <b>Micron Technology </b>gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD&#39;s rosy outlook from the summer.</p><p>Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.</p><p>In other words, now probably isn&#39;t the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.</p><p>The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with <b>Intel</b> signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.</p><p>Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.</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>AMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?</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\">\nAMD Misses Sales Estimates By a Mile -- Time to Sell the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"https://www.fool.com/investing/2022/10/07/amd-misses-sales-estimates-by-a-mile-time-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273361809","content_text":"AMD is the latest semiconductor company to report trouble with the PC (personal computer) market. After more than two years of pandemic-fueled spending on work-from-home equipment, the consumer is getting tapped out on desktop and laptop computers. AMD said it will miss its sales guidance for the third quarter of 2022 in dramatic fashion as a result.Shares of AMD are in retreat on the news, but not all is hopeless. Think twice before you sell AMD stock now.AMD's growth is slowing this yearAMD said that its Q3 2022 revenue will be about $5.6 billion, a 29% year-over-year increase but a 15% decrease compared to Q2. Management had previously forecasted $6.7 billion in sales for Q3 back in August.The company's data center segment is still sizzling, albeit at a slower pace than before (the segment was up 83% year-over-year in Q2.) But rapidly evaporating PC demand was the culprit for the big miss. Subsequent to the last quarterly report, management said PC sales have fallen, and now the industry is taking \"inventory correction actions,\" meaning heavy discounting to move inventory surplus.It's a good time to be in the market for a new computer, but for AMD, PC revenue is expected to be down 40% year-over-year in Q3.AMD SegmentsQ3 2022 Preliminary RevenueYoY GrowthData Center$1.6 billionUp 45%Client$1.0 billionDown 40%Gaming$1.6 billionUp 14%Embedded (Xilinx Acquisition in February)$1.3 billionN/ATotal$5.6 billionUp 29%Data source: AMD.In addition to sharply lower sales (offset by the addition of Xilinx, which now makes up the bulk of the \"embedded\" segment), AMD also said adjusted gross margins on product sold will also be lower at just 50%. That still represents a jump from the 48% adjusted gross margin from the same quarter in 2021, but it's nonetheless far lower than the 54% originally projected a couple of months ago.The market knew this was comingBefore you sell AMD stock, bear in mind this isn't exactly earth-shattering news. Later in August, Nvidia provided a bleak picture of consumer-facing product sales. And in early October, Micron Technology gave the most concrete warning yet when it said PC unit sales are now expected to decline by a mid-teens percentage for full-year 2022. Clearly, the industry has deteriorated since AMD's rosy outlook from the summer.Investors were not caught unawares. AMD stock has been dinged by over 30% since its Aug. 2 Q2 report. Sure, the stock market overall had a rough go of things, but the Nasdaq Composite Index is only down about 10% over that period.In other words, now probably isn't the time to panic sell. The market has already discounted the likelihood AMD would miss its guidance.The best thing to do is reassess the long-term prospects for this business. AMD is still firing away in its data center business and is getting a positive lift from its acquisition of highly profitable Xilinx early this year. And with Intel signaling it still has a long uphill battle ahead in its own recovery, AMD can continue to win semiconductor design market share in the coming years. Though there are stormy seas ahead for the chip industry overall -- especially with consumer electronics oversupply -- this is still very much a healthy place to be invested in the tech sector with lots of secular tailwinds blowing in its favor.Investors should stay tuned for the company to provide a full quarterly update on Nov. 1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981184662,"gmtCreate":1666419472956,"gmtModify":1676537755111,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9981184662","repostId":"2277025934","repostType":2,"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914990636,"gmtCreate":1665151645925,"gmtModify":1676537564885,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914990636","repostId":"2273353808","repostType":2,"repost":{"id":"2273353808","pubTimestamp":1665131479,"share":"https://ttm.financial/m/news/2273353808?lang=&edition=fundamental","pubTime":"2022-10-07 16:31","market":"us","language":"en","title":"3 Dow Stocks to Buy More of in October","url":"https://stock-news.laohu8.com/highlight/detail?id=2273353808","media":"Motley Fool","summary":"You'll want to hold on to these players for the long term.","content":"<html><head></head><body><p>As you know, the stock market is a difficult place these days. The <b>Dow Jones Industrial Average</b> slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.</p><p>Now, let&#39;s move on to the good news. Many of today&#39;s decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you&#39;ll want to consider buying more of these players -- and at bargain prices -- in October. Let&#39;s take a look at three with major brand strength.</p><h2>1. Disney</h2><p><b>Walt Disney</b> has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.</p><p>Disney operates the world&#39;s most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That&#39;s up 70% year over year. And this represents about a third of Disney&#39;s total $21.5 billion in revenue for the quarter.</p><p>Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.</p><p>Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney&#39;s streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.</p><p>So, there are plenty of catalysts to drive Disney share gains over time.</p><h2>2. Procter &amp; Gamble</h2><p><b>Procter &amp; Gamble</b> is another company with brand strength. P&amp;G is the maker of many brands you&#39;re probably very familiar with, such as Bounty paper towels and Tide laundry detergent.</p><p>Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29b321e1d900b8deb13f6ddc706492c6\" tg-width=\"720\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/><span>PG Revenue (Annual) data by YCharts</span></p><p>P&amp;G has the advantage of selling items people can&#39;t avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&amp;G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.</p><p>P&amp;G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn&#39;t change the overall demand for P&amp;G&#39;s products or earnings potential farther down the road.</p><p>It&#39;s also important to note that P&amp;G is a Dividend King. That means it&#39;s lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.</p><h2>3. Nike</h2><p><b>Nike</b> has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.</p><p>But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.</p><p>For example, Nike&#39;s 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that&#39;s about 20 years after the retirement of basketball legend Michael Jordan. It&#39;s clear this brand has plenty of growth potential ahead.</p><p>Nike&#39;s progress in the booming area of e-commerce is also a big plus. The company&#39;s digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike&#39;s overall sales rose 10% in the most recent quarter.</p><p>Nike&#39;s strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that&#39;s why buying more of the shares today -- while they&#39;re down -- is a great idea.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dow Stocks to Buy More of in October</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dow Stocks to Buy More of in October\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","PG":"宝洁","NKE":"耐克"},"source_url":"https://www.fool.com/investing/2022/10/06/3-dow-stocks-to-buy-more-of-in-october/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273353808","content_text":"As you know, the stock market is a difficult place these days. The Dow Jones Industrial Average slipped into a bear market after falling at least 20% from its most recent high. That means many of the stocks that are part of the index are also suffering.Now, let's move on to the good news. Many of today's decliners are very solid companies that are extremely likely to not only rebound, but also to lift your portfolio over the long term. So you'll want to consider buying more of these players -- and at bargain prices -- in October. Let's take a look at three with major brand strength.1. DisneyWalt Disney has fallen about 37% this year. That leaves it trading at about 18 times forward earnings estimates. It traded for more than 40 at the start of the year. This looks inexpensive if you just look at these numbers. But if you think about the strength of the Disney brand, it looks even cheaper.Disney operates the world's most-visited theme parks. And these parks are huge contributors to revenue. The parks, experiences, and products unit brought in $7.3 billion in the fiscal third quarter, ended July 2. That's up 70% year over year. And this represents about a third of Disney's total $21.5 billion in revenue for the quarter.Disney said during the earnings call that attendance at domestic parks on many days has surpassed pre-pandemic levels. And advance bookings at Disney hotels indicate demand will continue to remain strong.Disney also owns streaming services -- Disney+ and Hulu -- and generates revenue through cable channels and content licensing. Disney's streaming services stand out as a key revenue driver. They now have more than 221 million total subscriptions. And Disney expects Disney+ to reach profitability by fiscal 2024.So, there are plenty of catalysts to drive Disney share gains over time.2. Procter & GambleProcter & Gamble is another company with brand strength. P&G is the maker of many brands you're probably very familiar with, such as Bounty paper towels and Tide laundry detergent.Brand strength has led to a track record of revenue and profit gains over time. The company also has maintained a steady level of return on invested capital.PG Revenue (Annual) data by YChartsP&G has the advantage of selling items people can't avoid buying -- even if times are tough. And often, shoppers see the value of buying a better-quality product so they will stick with a top P&G brand. For instance, you might only need one Bounty paper towel to pick up a spill versus several of a lower-priced brand.P&G faces the challenge of rising inflation. Higher inflation lifts the costs of raw materials and transporting goods. The impact of that could be reflected in earnings in the coming weeks or months. But this is a short-term problem. It doesn't change the overall demand for P&G's products or earnings potential farther down the road.It's also important to note that P&G is a Dividend King. That means it's lifted its dividend for at least the past 50 years. So, you can count on this consumer goods giant for earnings growth -- and passive income -- over the long term.3. NikeNike has slipped when it comes to stock performance and earnings in recent times. The shares are down 46% so far this year. And Nike disappointed investors last week when it reported higher inventory levels and a lower gross margin.But I see this as an opportunity to buy shares of a market leader with a brand that keeps fans coming back. Nike continues to be a favorite brand in the major markets of North America and China. And demand for its products keeps getting stronger.For example, Nike's 2022 fiscal year (ended May 31) was the strongest ever for the Jordan brand. The brand has reached $5 billion in revenue -- and that's about 20 years after the retirement of basketball legend Michael Jordan. It's clear this brand has plenty of growth potential ahead.Nike's progress in the booming area of e-commerce is also a big plus. The company's digital business has almost tripled revenue since 2019. That revenue level is now about $10 billion and makes up 24% of total Nike brand revenue. And excluding the impact of currency exchanges, Nike's overall sales rose 10% in the most recent quarter.Nike's strategy to focus on digital and selling directly to customers clearly is working. These are elements that will contribute to earnings growth over time. And that's why buying more of the shares today -- while they're down -- is a great idea.","news_type":1},"isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915550874,"gmtCreate":1665082207098,"gmtModify":1676537553557,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a>Nice graph.","listText":"<a href=\"https://ttm.financial/S/QQQ\">$Invesco QQQ Trust(QQQ)$</a>Nice graph.","text":"$Invesco QQQ Trust(QQQ)$Nice graph.","images":[{"img":"https://community-static.tradeup.com/news/117b03a88c83b68ebbea3b8eb6d83810","width":"1080","height":"2093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915550874","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989697496,"gmtCreate":1665981720115,"gmtModify":1676537687392,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9989697496","repostId":"1140313568","repostType":2,"repost":{"id":"1140313568","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1665978652,"share":"https://ttm.financial/m/news/1140313568?lang=&edition=fundamental","pubTime":"2022-10-17 11:50","market":"us","language":"en","title":"Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets","url":"https://stock-news.laohu8.com/highlight/detail?id=1140313568","media":"Dow Jones","summary":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying pow","content":"<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets</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\">\nValue Stocks Have Outperformed Growth Stocks, And Now They’re Even Better Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-10-17 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.</p><p>Value stocks over the past two months have become even more compelling investments.</p><p>Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)</p><p>Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.</p><p><img src=\"https://static.tigerbbs.com/cd917e3224b565dcdd08c396f87d6a1e\" tg-width=\"700\" tg-height=\"471\" width=\"100%\" height=\"auto\"/>This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.</p><p>What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)</p><p>Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.</p><p>The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&amp;P 500 Value ETF VOOV, with an expense ratio of 0.10%.</p><h3>Highly regarded value stocks</h3><p>If you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&amp;P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)</p><p><img src=\"https://static.tigerbbs.com/62362e49ecaff2bb62ab6245a8f98ffc\" tg-width=\"879\" tg-height=\"592\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FDX":"联邦快递","CMCSA":"康卡斯特","CVS":"西维斯健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140313568","content_text":"Value stocks have broken a correlation with inflation expectations, suggesting they have staying power.Value stocks over the past two months have become even more compelling investments.Value stocks significantly outperformed growth stocks in the past century, though there have been long stretches that reversed the trend, including the last decade. Growth’s outperformance in recent years means value stocks are now relatively cheaper than at any other time in U.S. history. (Value stocks can be defined as having low prices relative to their net worth. For growth stocks, it’s the opposite.)Many advisers argued that cheap valuations alone made value stocks compelling bets to once again outperform growth. But they still had to battle the widespread Wall Street narrative that value tends to beat growth only in rising-inflation environments. While this narrative supported the value-stock thesis last year and this year, it made value stocks’ relative strength vulnerable to any decline in inflation expectations.This narrative started to break down in mid-August, however, as you can see from the accompanying chart, above. Notice how, in the months prior to then, value stocks’ relative strength over growth tended to rise and fall in a close correlation with the 10-year breakeven inflation rate. This stopped being the case two months ago. Even as the 10-year breakeven inflation rate has trended strongly downward, value stocks’ relative strength has trended strongly upward.What happened? My hunch is that an increasing number of investors on Wall Street came to realize that there is no good theoretical reason to expect value stocks’ relative strength to be correlated with inflation. (I devoted a column earlier this year to this absence of a good theoretical foundation, and I refer you to it for a fuller discussion.)Wall Street’s newfound realization may have come just in time to rescue value stocks from declining inflation expectations. Though high inflation is proving less transitory than many, including the Federal Reserve, initially thought, most believe that inflation will be slowing soon. The consensus of “America’s top business economists,” as polled by Wolters Kluwer’s Blue Chip Economic Indicators, is that the Consumer Price Index will be 3.9% in 2023.The easiest way to place a diversified bet on value stocks’ relative strength is with exchange traded funds. One with the lowest expenses is the Vanguard S&P 500 Value ETF VOOV, with an expense ratio of 0.10%.Highly regarded value stocksIf you want to bet on individual value securities, the following table lists value stocks that are recommended by at least three of the top-performing newsletters my firm monitors. To qualify for this table, their price-to-book and price-to-earnings (P/E) ratios had to be lower than those of the S&P 500 SPX, and their dividend yields had to be higher. (The ratios and yields in the table are from FactSet.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9969225567,"gmtCreate":1668467569659,"gmtModify":1676538059572,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9969225567","repostId":"2283238028","repostType":2,"repost":{"id":"2283238028","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1668461614,"share":"https://ttm.financial/m/news/2283238028?lang=&edition=fundamental","pubTime":"2022-11-15 05:33","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Lower As Investors Gauge Fed's Policy Path","url":"https://stock-news.laohu8.com/highlight/detail?id=2283238028","media":"Reuters","summary":"(Reuters) - Wall Street's main indexes ended lower on Monday, with real estate and discretionary sec","content":"<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes ended lower on Monday, with real estate and discretionary sectors leading broad declines, as investors digested comments from U.S. Federal Reserve officials about plans for interest rate hikes and looked for next catalysts after last week&#39;s big stock market rally.</p><p>Losses accelerated toward the end of the up-and-down session, with focus turning to Tuesday&#39;s producer price index report and markets highly sensitive to inflation data.</p><p>Earlier on Monday, Fed Vice Chair Lael Brainard signaled that the central bank would will likely soon slow its interest rates hikes. Her comments somewhat buoyed sentiment for equities that had been dampened after Federal Reserve Gov. Christopher Waller on Sunday said the Fed may consider slowing the pace of increases at its next meeting but that should not be seen as a &#34;softening&#34; in its commitment to lower inflation.</p><p>A massive equity rally late last week was set off by a softer-than-expected inflation report that boosted investor hopes the Fed could dial back on its monetary tightening that has punished markets this year.</p><p>“There is still a sensitivity to Fed speak... One was a little hawkish, one was a little dovish,” said Eric Kuby, chief investment officer at North Star Investment Management Corp.</p><p>The Dow Jones Industrial Average fell 211.16 points, or 0.63%, to 33,536.7, the S&amp;P 500 lost 35.68 points, or 0.89%, to 3,957.25 and the Nasdaq Composite dropped 127.11 points, or 1.12%, to 11,196.22.</p><p>The S&amp;P 500 last week posted its biggest weekly percentage gain since late June, while the tech-heavy Nasdaq    notched its best week since March.</p><p>More Fed officials are due to speak later this week along with a slew of data, including on retail sales and housing, and earnings reports from major retailers.</p><p>&#34;It just makes sense the market wants to pause and really both try to make sense of the trajectory (of Fed policy) and what the next drivers are going to be,” said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Among S&amp;P 500 sectors, real estate    fell 2.7%, consumer discretionary    dropped 1.7% and financials declined 1.5%.</p><p>In company news, Amazon shares fell 2.3% as The New York Times on Monday reported the company was planning to lay off about 10,000 people in corporate and technology jobs starting as soon as this week.</p><p>Shares of Biogen Inc and Eli Lilly gained 3.3% and 1.3%, respectively, after the failure of Swiss rival Roche&#39;s Alzheimer&#39;s disease drug candidate.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 1.61-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 15 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 72 new highs and 74 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 12.1 billion daily average over the last 20 sessions.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Lower As Investors Gauge Fed's Policy Path</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Lower As Investors Gauge Fed's Policy Path\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-11-15 05:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Wall Street&#39;s main indexes ended lower on Monday, with real estate and discretionary sectors leading broad declines, as investors digested comments from U.S. Federal Reserve officials about plans for interest rate hikes and looked for next catalysts after last week&#39;s big stock market rally.</p><p>Losses accelerated toward the end of the up-and-down session, with focus turning to Tuesday&#39;s producer price index report and markets highly sensitive to inflation data.</p><p>Earlier on Monday, Fed Vice Chair Lael Brainard signaled that the central bank would will likely soon slow its interest rates hikes. Her comments somewhat buoyed sentiment for equities that had been dampened after Federal Reserve Gov. Christopher Waller on Sunday said the Fed may consider slowing the pace of increases at its next meeting but that should not be seen as a &#34;softening&#34; in its commitment to lower inflation.</p><p>A massive equity rally late last week was set off by a softer-than-expected inflation report that boosted investor hopes the Fed could dial back on its monetary tightening that has punished markets this year.</p><p>“There is still a sensitivity to Fed speak... One was a little hawkish, one was a little dovish,” said Eric Kuby, chief investment officer at North Star Investment Management Corp.</p><p>The Dow Jones Industrial Average fell 211.16 points, or 0.63%, to 33,536.7, the S&amp;P 500 lost 35.68 points, or 0.89%, to 3,957.25 and the Nasdaq Composite dropped 127.11 points, or 1.12%, to 11,196.22.</p><p>The S&amp;P 500 last week posted its biggest weekly percentage gain since late June, while the tech-heavy Nasdaq    notched its best week since March.</p><p>More Fed officials are due to speak later this week along with a slew of data, including on retail sales and housing, and earnings reports from major retailers.</p><p>&#34;It just makes sense the market wants to pause and really both try to make sense of the trajectory (of Fed policy) and what the next drivers are going to be,” said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.</p><p>Among S&amp;P 500 sectors, real estate    fell 2.7%, consumer discretionary    dropped 1.7% and financials declined 1.5%.</p><p>In company news, Amazon shares fell 2.3% as The New York Times on Monday reported the company was planning to lay off about 10,000 people in corporate and technology jobs starting as soon as this week.</p><p>Shares of Biogen Inc and Eli Lilly gained 3.3% and 1.3%, respectively, after the failure of Swiss rival Roche&#39;s Alzheimer&#39;s disease drug candidate.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 1.61-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 15 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 72 new highs and 74 new lows.</p><p>About 11.5 billion shares changed hands in U.S. exchanges, compared with the 12.1 billion daily average over the last 20 sessions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2283238028","content_text":"(Reuters) - Wall Street's main indexes ended lower on Monday, with real estate and discretionary sectors leading broad declines, as investors digested comments from U.S. Federal Reserve officials about plans for interest rate hikes and looked for next catalysts after last week's big stock market rally.Losses accelerated toward the end of the up-and-down session, with focus turning to Tuesday's producer price index report and markets highly sensitive to inflation data.Earlier on Monday, Fed Vice Chair Lael Brainard signaled that the central bank would will likely soon slow its interest rates hikes. Her comments somewhat buoyed sentiment for equities that had been dampened after Federal Reserve Gov. Christopher Waller on Sunday said the Fed may consider slowing the pace of increases at its next meeting but that should not be seen as a \"softening\" in its commitment to lower inflation.A massive equity rally late last week was set off by a softer-than-expected inflation report that boosted investor hopes the Fed could dial back on its monetary tightening that has punished markets this year.“There is still a sensitivity to Fed speak... One was a little hawkish, one was a little dovish,” said Eric Kuby, chief investment officer at North Star Investment Management Corp.The Dow Jones Industrial Average fell 211.16 points, or 0.63%, to 33,536.7, the S&P 500 lost 35.68 points, or 0.89%, to 3,957.25 and the Nasdaq Composite dropped 127.11 points, or 1.12%, to 11,196.22.The S&P 500 last week posted its biggest weekly percentage gain since late June, while the tech-heavy Nasdaq    notched its best week since March.More Fed officials are due to speak later this week along with a slew of data, including on retail sales and housing, and earnings reports from major retailers.\"It just makes sense the market wants to pause and really both try to make sense of the trajectory (of Fed policy) and what the next drivers are going to be,” said Yung-Yu Ma, chief investment strategist at BMO Wealth Management.Among S&P 500 sectors, real estate    fell 2.7%, consumer discretionary    dropped 1.7% and financials declined 1.5%.In company news, Amazon shares fell 2.3% as The New York Times on Monday reported the company was planning to lay off about 10,000 people in corporate and technology jobs starting as soon as this week.Shares of Biogen Inc and Eli Lilly gained 3.3% and 1.3%, respectively, after the failure of Swiss rival Roche's Alzheimer's disease drug candidate.Declining issues outnumbered advancing ones on the NYSE by a 2.23-to-1 ratio; on Nasdaq, a 1.61-to-1 ratio favored decliners.The S&P 500 posted 15 new 52-week highs and 2 new lows; the Nasdaq Composite recorded 72 new highs and 74 new lows.About 11.5 billion shares changed hands in U.S. exchanges, compared with the 12.1 billion daily average over the last 20 sessions.","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915569334,"gmtCreate":1665071126329,"gmtModify":1676537552956,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;Good Sharing&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;[Miser]&nbsp;Good Sharing&nbsp;","text":"[Miser] [Miser] [Miser] Good Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915569334","repostId":"2273050278","repostType":2,"isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919570211,"gmtCreate":1663829901933,"gmtModify":1676537345762,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$</a>View on Straits Times Index(STI.SI)BullishBearish","listText":"<a href=\"https://ttm.financial/S/STI.SI\">$Straits Times Index(STI.SI)$</a>View on Straits Times Index(STI.SI)BullishBearish","text":"$Straits Times Index(STI.SI)$View on Straits Times Index(STI.SI)BullishBearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9919570211","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000427","authorId":"9000000000000427","name":"PenelopeHood","avatar":"https://static.tigerbbs.com/fe619b28a9ab446bf388e9aadd75bb65","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000427","authorIdStr":"9000000000000427"},"content":"Straits Times Index will still be bearish today toghter with global market.","text":"Straits Times Index will still be bearish today toghter with global market.","html":"Straits Times Index will still be bearish today toghter with global market."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982225771,"gmtCreate":1667190728394,"gmtModify":1676537874368,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982225771","repostId":"1188744789","repostType":2,"repost":{"id":"1188744789","pubTimestamp":1667185398,"share":"https://ttm.financial/m/news/1188744789?lang=&edition=fundamental","pubTime":"2022-10-31 11:03","market":"us","language":"en","title":"Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate","url":"https://stock-news.laohu8.com/highlight/detail?id=1188744789","media":"Bloomberg","summary":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set ","content":"<html><head></head><body><ul><li>Rate decision, jobs and CPI updates, midterm elections coming</li><li>Spells no reprieve from turbulence set off by earning reports</li></ul><p>Investors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.</p><p>In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.</p><p>On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.</p><p>Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.</p><p>Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.</p><p>Here’s what investors are on the lookout for in each of these events.</p><h2>FOMC Rate Decision</h2><p>Wall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.</p><p>Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.</p><p>“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8065fe0bca22470d793e4f5a1ca003de\" tg-width=\"1000\" tg-height=\"772\" width=\"100%\" height=\"auto\"/><span>Source: Bloomberg</span></p><h2>Jobs Day</h2><p>The October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.</p><p>Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&amp;P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.</p><h2>Midterm Elections</h2><p>Stock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.</p><p>The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&amp;P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.</p><p>“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”</p><h2>Inflation Report</h2><p>Few economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&amp;P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.</p><p>“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”</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>Jittery Stock Traders Eye Four Days That Will Sow Market’s Fate</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\">\nJittery Stock Traders Eye Four Days That Will Sow Market’s Fate\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 11:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.bloomberg.com/news/articles/2022-10-30/jittery-stock-traders-eye-four-days-that-will-sow-market-s-fate?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188744789","content_text":"Rate decision, jobs and CPI updates, midterm elections comingSpells no reprieve from turbulence set off by earning reportsInvestors just got over a hectic week, contending with a blitz of earnings from some of America’s biggest companies as well as a pile of uncertain economic and geopolitical news. But what’s coming may be even worse.In the span of just seven trading sessions, there will be four major events that could shape the market’s outlook for the rest of the year -- and potentially prompt a rapid about-face by confounding expectations.On Nov. 2, the Federal Reserve will announce its latest interest-rate decision and give hints about its path forward, possibly signaling plans to ease back from the aggressive pace of hikes that’s threatening to drive the economy into a recession.Two days later, the October jobs report will provide an important look at how much hiring is slowing. Then on Nov. 8, the mid-term elections may usher in a change in which party controls Congress. And finally, on Nov. 10 there’s the consumer price index, a report that’s played a key role in shaping expectations for the Fed’s path since inflation roared back to a four-decade high.Throw in the ongoing earnings season and Bank of England’s interest-rate decision on Nov. 3, and it’s clear why some on Wall Street are bracing for a renewed jolt of volatility.Here’s what investors are on the lookout for in each of these events.FOMC Rate DecisionWall Street views a fourth straight 75 basis-point interest-rate hike on Nov. 2 as a sure thing. What the Fed signals will happen next is far more significant, with traders increasingly betting that the central bank will start to ease up on its pace in December. The Bank of Canada did just that on Wednesday, providing a potential opening for other central banks to follow suit as recession risks rise.Traders are bracing for larger-than-usual price changes on Nov. 2 and Nov. 10, judging by options expirations over the course of the next two weeks. To SpotGamma founder Brent Kochuba, the Fed’s rate decision is the most crucial of the upcoming events and sets the stage for how the data releases that follow will affect markets.“For volatility traders, it’s the Fed first, everything else second,” Kochuba said. “If monetary policy makers come off as accommodative, that will shift volatility expectations in a big way.”Source: BloombergJobs DayThe October jobs report, released Friday, is expected to show that the unemployment rate increased to 3.6% from 3.5%, edging up from a half-century low. Nonfarm payrolls growth is expected to tick down to 190,000 from 263,000 in September, but that would still indicate continued strength in the labor market.Data on initial jobless claims Thursday indicated the employment market remains tight, while the initial report on third-quarter GDP showed the economy remains on strong footing, both of which suggest it can weather jumbo-sized rate hikes. A stronger-than-expected jobs report for September sent the S&P 500 Index down 2.8% on Oct. 7, its worst jobs-day showing since the summer of 2010. Another upside surprise could dash hopes that the Fed will dial back its rate hikes to half a percentage point in December.Midterm ElectionsStock bulls are hoping for one crucial outcome from the US midterm elections: a divided Congress. Why? Because equities tend to benefit from gridlock in Washington since it tends to produce few if any a major policy shifts.The two most likely outcomes this midterm cycle -- either a Democratic president with a Republican House and a Democrat Senate or a Democratic president with a full Republican Congress -- have benefited equity investors in the past. In each of the scenarios, the S&P 500 has proceeded to post annual gains ranging between 5% and 14%, according to Comerica Wealth Management, which cited data from Strategas Research Partners.“Stocks perform best in a divided government,” Victoria Greene, chief investment officer at G Squared Private Wealth, said. “Balance of power and gridlock is something markets like.”Inflation ReportFew economic announcements have mattered more this year than the consumer price index, given that tamping-down inflation is the central priority of the Fed. Barclays Plc strategists, who plotted the S&P 500’s performance against 10 major economic indicators, found that in the past decade stocks have never reacted as negatively to any economic indicator as they are now to the CPI.“We may have a shot at getting some clarity toward the end of the fourth quarter on whether inflation is slowing and if the Fed will ease up on rate hikes,” Scott Ladner, chief investment officer at Horizon Investments, said in a phone interview. “Then that could provide calmness in the Treasury market and push investors to take on risk in equities once again.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989314888,"gmtCreate":1665905344144,"gmtModify":1676537678293,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989314888","repostId":"2275698961","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916504841,"gmtCreate":1664618715684,"gmtModify":1676537485748,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916504841","repostId":"1167869076","repostType":2,"repost":{"id":"1167869076","pubTimestamp":1664595138,"share":"https://ttm.financial/m/news/1167869076?lang=&edition=fundamental","pubTime":"2022-10-01 11:32","market":"other","language":"en","title":"2 REITs with the World’s Most Reliable Tenant","url":"https://stock-news.laohu8.com/highlight/detail?id=1167869076","media":"TipRanks","summary":"Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government.","content":"<div>\n<p>Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and...</p>\n\n<a href=\"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent\">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>2 REITs with the World’s Most Reliable Tenant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 REITs with the World’s Most Reliable Tenant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and...</p>\n\n<a href=\"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DEA":"Easterly Government Properties Inc","PSTL":"Postal Realty Trust, Inc."},"source_url":"https://www.tipranks.com/news/article/dea-pstl-reits-uncle-sam-always-pays-the-rent","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167869076","content_text":"Story HighlightsDEA and PSTL are two unique REITs, with their sole tenant being the U.S. government. Their cash flows should remain secured, backed by the full faith and credit of Uncle Sam. DEA’s and PSTL’s dividend yields are quite juicy, while both stocks trade at rather reasonable valuations as well.While researching various office and industrial REITs lately, I came across two relatively unknown names whose qualities should shield them from the ongoing concerns surrounding the office and industrial property markets. Easterly Government Properties (NYSE: DEA) and Postal Realty Trust (NYSE: PSTL) have managed to avoid many of the underlying challenges impacting their industries by catering to the world’s most reliable tenant: The United States Government.Due to this remarkable quality, their high dividend yields, and reasonable valuations, I am bullish on both names.Other kinds of REITs often present more risk. Undoubtedly, commercial real estate was changed forever two years ago, as the COVID-19 pandemic disrupted the market dynamics massively. While the pandemic has largely faded, commercial real estate properties have failed to recover meaningfully, as demand for such spaces remains rather soft.Sure, most companies do utilize office space, but following the pandemic, hybrid working (i.e., working from home and from the office) seems to have prevailed. Industrial properties were proven more resilient during the pandemic, but with rates on the rise and the economy slowing down, their future also appears somewhat bleak.Therefore, DEA and PSTL are interesting REITs due to their well-known, high-quality tenant.What Do DEA and PSTL Do?To be more specific about DEA’s and PSTL’s unique advantages in the current environment, let’s quickly break down their operations.DEA provides office space for several mission-critical U.S. Federal Agencies. As of its latest filings, the company wholly owned 87 operating properties in the United States and has another six as part of a joint venture. 92 of these are operating properties that are leased primarily to U.S. Government tenant agencies.With 99% of its properties leased, the company enjoys robust lease income backed by the full faith and credit of the U.S. government. This is also the case with PSTL, as its properties exclusively serve the USPS.Why is Uncle Sam Such a Great Tenant?Having the U.S. government as your exclusive tenant comes with grand advantages that can form a stronghold moat. The greatest advantage, and what separates DEA and PSTL from ordinary REITs, is the unparalleled credit of Uncle Sam. Essentially, the U.S. government is universally agreed to be the most trustworthy creditor in the world (i.e., the institution that has the lowest chances among any other institution globally to fail.)It is quite safe to say that Uncle Sam has his rental payments entirely covered – especially when the tenants include mission-critical properties that house crucial agencies like the Federal Bureau of Investigation (FBI), the Environmental Protection Agency (EPA), the U.S. Citizenship & Immigration Services (USCIS), the U.S. Department of Veterans Affairs (VA), the Defense Health Agency (DHA), and the USPS.After all, the government can always print money to satisfy its obligations. Hence these two REITs face no counterparty risk or rent collection issues. This is a massive advantage these days, as “ordinary” REITs do experience these challenges.Further, no matter the underlying conditions, these agencies will “never” cease to exist due to being essential assets for vital government operations and national security. If this doesn’t convince of how high the quality of DEA’s cash flows and lease agreements are, the REIT has preserved a 100% occupancy ratio since its public listing.This is likely to remain the case for decades to come, as its weighted average lease term stands at a lengthy 19.6 years. Combined with the critical nature of the company’s tenants and the fact that they can’t just simply relocate (these properties are purpose-built for each agency’s needs), investors enjoy an unparalleled margin of safety.When it comes to PSTL, its occupancy stands at 99.7%. While its weighted average lease term stands at around four years (yes, postal offices are not as critical as agency centers), cash flows should be quite secured over the medium term. If anything, I would argue that PSTL even has an advantage here, as it can renegotiate leases at higher rates sooner.Is DEA Stock a Buy, According to Analysts?Turning to Wall Street, Easterly Government Properties has a Hold consensus rating based on one buy and four Holds assigned in the past three months. At $21.20, the average DEA stock forecast suggests around 34.5% upside potential.Interestingly, DEA stock only has a5 out of 10 Smart Score rating, implying that it will perform in line with the market, going forward – according to this metric, at least.Is PSTL Stock a Buy, According to Analysts?Turning to Wall Street, Postal Realty has a Moderate Buy consensus rating based on two buys and one Hold assigned in the past three months. At $18.00, the average PSTL stock forecast suggests around 21.13% upside potential.Unlike DEA, PSTL stock has an8 out of 10 Smart Score rating, suggesting that it can outperform the market, going forward.Conclusion: Safety Without OverpayingDEA and PSTL are rather unique, with all of their cash flow essentially guaranteed by the government under multi-year leases. Accordingly, their risk profiles are certainly reduced compared to ordinary REITs, and their respective yields of roughly 6.4% and 6.3% can be relied upon. Considering their unique qualities and high dividend yields, it’s quite surprising to see that both names trade at rather reasonable valuations.DEA and PSTL trade at around 11.5x and 16.2x their projected FFOs for the year. PSTL’s multiple is higher due to the likelihood of renegotiating leases sooner compared to DEA amid earlier expirations.Regardless, both names should be proven fruitful investments and eventually attract increased investor attention due to their exceptional positioning in such an uncertain environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983089079,"gmtCreate":1666110520591,"gmtModify":1676537707737,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983089079","repostId":"1193778940","repostType":2,"repost":{"id":"1193778940","pubTimestamp":1666105695,"share":"https://ttm.financial/m/news/1193778940?lang=&edition=fundamental","pubTime":"2022-10-18 23:08","market":"us","language":"en","title":"Wake Up: The Bear Market Rally Just Started","url":"https://stock-news.laohu8.com/highlight/detail?id=1193778940","media":"seekingalpha","summary":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>The S&amp;P 500 dropped by a whopping 20% from its mid-August top two months ago.</li><li>However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.</li><li>Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.</li><li>I&#39;ve made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.</li></ul><p><img src=\"https://static.tigerbbs.com/aa3422b1fb50299630a4442d3236e42d\" tg-width=\"750\" tg-height=\"396\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/>We&#39;ve seen some exciting price action in recent weeks. The S&amp;P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the &#34;Near-TermTop&#34; article and a series of other bearish articles I published around that time. I&#39;m not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.</p><h2>Finally, A Technical Setup We Can Work With</h2><p><b>SPX 1-Year Chart</b></p><p><img src=\"https://static.tigerbbs.com/bd9c457964a5ba46f6eba27977384030\" tg-width=\"640\" tg-height=\"676\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>SPX(StockCharts.com)</p><p>The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That&#39;s just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.</p><h2>It&#39;s All About the Fed and Earnings Right Now</h2><p>While the near-term technical image has improved substantially, it&#39;s still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.</p><p><b>Rate Probabilities</b></p><p><img src=\"https://static.tigerbbs.com/33d3ae809e7a404a37b9739b9c0063bc\" tg-width=\"640\" tg-height=\"496\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Rate probabilities(CMEGroup.com)</p><p>There&#39;s now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed&#39;s decision on Nov. 2.</p><h2>Positive Earnings Are a Catalyst for Higher Stock Prices</h2><p>It&#39;s primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that&#39;s bullish for stocks.</p><p><b>Here&#39;s What We&#39;ve Seen So Far</b></p><p><img src=\"https://static.tigerbbs.com/bd833be84335bd2b277665f4bcea5fc5\" tg-width=\"640\" tg-height=\"573\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Earnings(Investing.com)</p><p>While it&#39;s not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it&#39;s not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.</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>Wake Up: The Bear Market Rally Just Started</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\">\nWake Up: The Bear Market Rally Just Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 23:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546969-bear-market-rally-just-started><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546969-bear-market-rally-just-started\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4546969-bear-market-rally-just-started","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1193778940","content_text":"SummaryThe S&P 500 dropped by a whopping 20% from its mid-August top two months ago.However, now that stock prices are much lower and the November Fed move is priced in, stocks may have another significant countertrend rally in the coming weeks.Moreover, big banks are coming out with better-than-expected earnings results, providing another constructive catalyst for stocks to move higher in the near term.I've made some instrumental portfolio adjustments around the recent lows and plan to continue beating the market in the coming weeks, quarters, and years.We've seen some exciting price action in recent weeks. The S&P 500/SPX (SP500) dropped by approximately 20% from its mid-August high to its current bottom at 3,500. I called the August top in the \"Near-TermTop\" article and a series of other bearish articles I published around that time. I'm not saying that the bear market is over or stocks are heading to the moon from here. However, now that the market is significantly lower, we could see another powerful countertrend rally ahead. The upcoming Fed rate hike is likely priced in, and we see earnings coming in better than expected. If the constructive earnings theme continues, we could see stocks rebound substantially in the coming weeks.Finally, A Technical Setup We Can Work WithSPX 1-Year ChartSPX(StockCharts.com)The SPX bear market decline has been about 27% from peak to trough. However, the SPX dropped by a whopping 20% since mid August. That's just two months. The SPX and stocks, in general, got severely oversold. We saw the RSI drop below 30, and the CCI dipped below 200, indicating extremely oversold market conditions. Perhaps most importantly, we witnessed a significant panic-driven reversal last Thursday. The market opened significantly lower with capitulation-style selling, but after the relentless selling, the buyers came in, reversing the market by nearly 200 points. We probably witnessed seller exhaustion, and around 3,500 many market participants did not want to sell anymore. Then the algos and the bulls took over, driving stocks to close at session highs. In short, we may have put in another near-term bottom, and we could see the SPX rally to the 3,800-4,000 resistance point from here and possibly higher after that.It's All About the Fed and Earnings Right NowWhile the near-term technical image has improved substantially, it's still all about the Fed and earnings going into November. Despite the higher-than-anticipated CPI reading and the better-than-expected employment report, the Fed will probably still hike interest rates by 75 basis points at the next meeting.Rate ProbabilitiesRate probabilities(CMEGroup.com)There's now about a 95% probability that the Fed will raise the benchmark to 3.75-4% (75 basis points) at the next FOMC meeting in roughly 16 days. While 95% is higher than the 50%-70% expectations we had in recent weeks, it was still likely that the Fed would make another 75 basis point move. Therefore, the market has been preparing for the rate hike in recent weeks, has dropped significantly, and the upcoming rate increase should be fully priced in by now. Moreover, once the Fed raises by 75 basis points at the next meeting, it will probably only move by 25-50 basis points at the December FOMC event, suggesting that we may get a significant relief rally after the Fed's decision on Nov. 2.Positive Earnings Are a Catalyst for Higher Stock PricesIt's primarily about making or beating your earnings estimates at the end of the day. Forward guidance is an essential element, but I have not heard too much negative news from the recent bellwether names kicking off earnings season. On the contrary, we see banks and other significant corporations reporting better numbers than the street expected, and that's bullish for stocks.Here's What We've Seen So FarEarnings(Investing.com)While it's not much, we see much better than expected results from big companies. I want to draw your attention to the big banks as they typically set the tone for the entire earnings season. Look at JPMorgan (JPM), Wells Fargo (WFC), Citigroup (C), Bank of America (BAC), and other smash earnings. This phenomenon implies that despite massive drops in stocks, the U.S. economy remains remarkably resilient, and we should see more upside for stocks in the weeks ahead. Moreover, it's not just the banks. Other companies are reporting better-than-expected earnings figures, and this trend should transition in the weeks ahead. Robust earnings from big tech companies and other bellwether names should fuel the recent rally further, leading to higher stock prices in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917467012,"gmtCreate":1665567470536,"gmtModify":1676537628744,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917467012","repostId":"1179290086","repostType":2,"repost":{"id":"1179290086","pubTimestamp":1665566864,"share":"https://ttm.financial/m/news/1179290086?lang=&edition=fundamental","pubTime":"2022-10-12 17:27","market":"us","language":"en","title":"Intel, PepsiCo, Philips And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1179290086","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 <b>PepsiCo, Inc.</b> to report quarterly earnings at $1.84 per share on revenue of $20.81 billion before the opening bell.</li><li><b>Intel Corporation</b> is planning to announce a major headcount reduction, running into thousands, as early as this month, reported Bloomberg, citing people with knowledge of the matter.</li><li>Analysts are expecting <b>Wipro Limited</b> to have earned $0.07 per share on revenue of $2.84 billion for the latest quarter. The company will release earnings before the markets open.</li></ul><ul><li><b>VOXX International Corporation</b> reported weaker-than-expected earnings results for its second quarter on Tuesday.</li><li>Analysts expect<b>Duck Creek Technologies, Inc.</b> to post quarterly earnings at $0.02 per share on revenue of $73.36 million after the closing bell.</li><li><b>Philips</b>&#39;s core profit would drop around 60% as supply chain problems would continue to hit sales throughout the year. Stocks crashed nearly 6% in premarket trading.</li></ul></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel, PepsiCo, Philips 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\">\nIntel, PepsiCo, Philips And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 17:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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 PepsiCo, Inc. to report quarterly earnings at $...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VOXX":"奥迪富斯","INTC":"英特尔","PEP":"百事可乐","WIT":"Wipro Limited","PHG":"飞利浦"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29230060/pepsico-intel-and-3-stocks-to-watch-heading-into-wednesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179290086","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 PepsiCo, Inc. to report quarterly earnings at $1.84 per share on revenue of $20.81 billion before the opening bell.Intel Corporation is planning to announce a major headcount reduction, running into thousands, as early as this month, reported Bloomberg, citing people with knowledge of the matter.Analysts are expecting Wipro Limited to have earned $0.07 per share on revenue of $2.84 billion for the latest quarter. The company will release earnings before the markets open.VOXX International Corporation reported weaker-than-expected earnings results for its second quarter on Tuesday.Analysts expectDuck Creek Technologies, Inc. to post quarterly earnings at $0.02 per share on revenue of $73.36 million after the closing bell.Philips's core profit would drop around 60% as supply chain problems would continue to hit sales throughout the year. Stocks crashed nearly 6% in premarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960797705,"gmtCreate":1668247415007,"gmtModify":1676538034012,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960797705","repostId":"2282814108","repostType":2,"repost":{"id":"2282814108","pubTimestamp":1668210534,"share":"https://ttm.financial/m/news/2282814108?lang=&edition=fundamental","pubTime":"2022-11-12 07:48","market":"us","language":"en","title":"These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2282814108","media":"Motley Fool","summary":"Some Wall Street analysts are forecasting triple-digit returns for these growth stocks.","content":"<html><head></head><body><p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The <b>S&amp;P 500</b> is down 17.8% from its previous high, and the <b>Nasdaq Composite</b> slipped 31.2%. Some growth stocks endured even greater losses. For instance, <b>Cloudflare</b> and <b>CrowdStrike</b> have seen their share prices plunge 78.5% and 54%, respectively, leaving both stocks trading near 52-week lows.</p><p>Some Wall Street analysts see these price drops as a buying opportunity. Sterling Auty of MoffettNathanson has a price target of $114 per share on Cloudflare, which implies a 201% upside from its 52-week low of $37.91. Similarly, John DiFucci of Guggenheim has a price target of $270 per share on CrowdStrike, which implies a 124% upside from its 52-week low of $120.50.</p><p>To be clear, Wall Street&#39;s price targets consider a relatively short time horizon, and no one -- not even the smartest investors -- can predict the future. For that reason, price targets should never be taken too seriously. But the strong bullish sentiment surrounding Cloudflare and CrowdStrike is still noteworthy.</p><p>Is it time to buy these two discounted growth stocks?</p><h2>1. Cloudflare: Cloud computing</h2><p>Cloudflare operates a global cloud platform that improves the performance and security of business-critical applications while eliminating the need for costly on-site network hardware. In a nutshell, Cloudflare makes the internet faster and safer, and its platform architecture and capacity for innovation afford the company a significant competitive advantage.</p><p>Cloudflare interconnects with every major internet service provider and cloud vendor, and its servers are positioned around the world to maintain data connectivity within 50 milliseconds for 95% of internet users worldwide. As a result, Cloudflare is the fastest cloud provider in North America, Australia, Japan, and the majority of South America and Europe. But the company also differentiated itself through product innovation. Last year, <b>Forrester Research</b> named Cloudflare Workers the leading edge development platform, citing a stronger current offering and a stronger growth strategy than any rival.</p><p>Financially, Cloudflare reported impressive results in the third quarter. Its customer count increased by 18% to 156,000, and the average customer spent 24% more over the past year. In turn, quarterly revenue climbed 47% to $254 million, and the company generated $43 million in cash from operations. As a point of clarification, that meager cash flow may worry some investors, but given the massive market opportunity, management plans to run the business near breakeven for the foreseeable future.</p><p>On that note, Cloudflare puts its total addressable market at $125 billion in 2023, and the company recently set a medium-term financial target of achieving $5 billion in annualized revenue in five years. For context, Cloudflare just crossed $1 billion in annualized revenue, so management&#39;s forecast implies 38% growth through 2027. That optimistic outlook should give investors confidence.</p><p>Shares currently trade at 14.4 times sales -- a bargain compared to the three-year average of 41.7 times sales. That&#39;s why this growth stock is worth buying today, though investors should not count on triple-digit returns in the next year.</p><h2>2. CrowdStrike: Cybersecurity</h2><p>CrowdStrike specializes in cybersecurity. Its Falcon platform comprises 22 modules that span multiple industry verticals. But every module is delivered through a single software agent that can be installed without a system reboot. Those unique qualities create a compelling value proposition: Businesses can replace point solutions with CrowdStrike&#39;s broad product portfolio, and they can implement those products without system downtime.</p><p>Also noteworthy, CrowdStrike is the leader in corporate endpoint security, managed detection and response, and threat intelligence. That competitive advantage allows its platform to crowdsource data on an unmatched scale, which makes its artificial intelligence (AI) models uniquely effective in detecting threats, according to management. That further enhances the value proposition for customers.</p><p>Not surprisingly, CrowdStrike is growing like wildfire. In the most recent quarter, revenue climbed 58% to $535 million and free cash flow soared 84% to $136 million. But investors have good reason to believe that momentum will continue. Management puts its addressable market at $75 billion in 2023, but CrowdStrike&#39;s product pipeline could push that figure to $158 billion by 2026.</p><p>For instance, the company recently launched its extended detection and response (XDR) module, a product that blends security signals from cloud workloads, endpoint devices, email systems, networks, and more. CrowdStrike also integrates data from third-party vendors like Cloudflare and <b>Zscaler</b> to supercharge its AI engine. Collectively, XDR accelerates workflows by enabling security teams to investigate threats from a single console. For context, corporate endpoint security and XDR accounts for about $13 billion of CrowdStrike&#39;s market opportunity, and its leadership in endpoint security should fuel adoption of its XDR product.</p><p>Currently, shares trade at 15.4 times sales, an absolute bargain compared to the three-year average of 36.4 times sales. That creates an attractive buying opportunity for patient investors. Just don&#39;t count on triple-digit returns in the near term.</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>These 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street</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\">\nThese 2 Monster Growth Stocks Could Rise 124% and 201% From 52-Week Lows, According to Wall Street\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-12 07:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","NET":"Cloudflare, Inc."},"source_url":"https://www.fool.com/investing/2022/11/11/2-growth-stocks-could-rise-201-from-52-week-lows/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282814108","content_text":"Economic uncertainty in 2022 triggered a gut-wrenching downturn in the stock market. The S&P 500 is down 17.8% from its previous high, and the Nasdaq Composite slipped 31.2%. Some growth stocks endured even greater losses. For instance, Cloudflare and CrowdStrike have seen their share prices plunge 78.5% and 54%, respectively, leaving both stocks trading near 52-week lows.Some Wall Street analysts see these price drops as a buying opportunity. Sterling Auty of MoffettNathanson has a price target of $114 per share on Cloudflare, which implies a 201% upside from its 52-week low of $37.91. Similarly, John DiFucci of Guggenheim has a price target of $270 per share on CrowdStrike, which implies a 124% upside from its 52-week low of $120.50.To be clear, Wall Street's price targets consider a relatively short time horizon, and no one -- not even the smartest investors -- can predict the future. For that reason, price targets should never be taken too seriously. But the strong bullish sentiment surrounding Cloudflare and CrowdStrike is still noteworthy.Is it time to buy these two discounted growth stocks?1. Cloudflare: Cloud computingCloudflare operates a global cloud platform that improves the performance and security of business-critical applications while eliminating the need for costly on-site network hardware. In a nutshell, Cloudflare makes the internet faster and safer, and its platform architecture and capacity for innovation afford the company a significant competitive advantage.Cloudflare interconnects with every major internet service provider and cloud vendor, and its servers are positioned around the world to maintain data connectivity within 50 milliseconds for 95% of internet users worldwide. As a result, Cloudflare is the fastest cloud provider in North America, Australia, Japan, and the majority of South America and Europe. But the company also differentiated itself through product innovation. Last year, Forrester Research named Cloudflare Workers the leading edge development platform, citing a stronger current offering and a stronger growth strategy than any rival.Financially, Cloudflare reported impressive results in the third quarter. Its customer count increased by 18% to 156,000, and the average customer spent 24% more over the past year. In turn, quarterly revenue climbed 47% to $254 million, and the company generated $43 million in cash from operations. As a point of clarification, that meager cash flow may worry some investors, but given the massive market opportunity, management plans to run the business near breakeven for the foreseeable future.On that note, Cloudflare puts its total addressable market at $125 billion in 2023, and the company recently set a medium-term financial target of achieving $5 billion in annualized revenue in five years. For context, Cloudflare just crossed $1 billion in annualized revenue, so management's forecast implies 38% growth through 2027. That optimistic outlook should give investors confidence.Shares currently trade at 14.4 times sales -- a bargain compared to the three-year average of 41.7 times sales. That's why this growth stock is worth buying today, though investors should not count on triple-digit returns in the next year.2. CrowdStrike: CybersecurityCrowdStrike specializes in cybersecurity. Its Falcon platform comprises 22 modules that span multiple industry verticals. But every module is delivered through a single software agent that can be installed without a system reboot. Those unique qualities create a compelling value proposition: Businesses can replace point solutions with CrowdStrike's broad product portfolio, and they can implement those products without system downtime.Also noteworthy, CrowdStrike is the leader in corporate endpoint security, managed detection and response, and threat intelligence. That competitive advantage allows its platform to crowdsource data on an unmatched scale, which makes its artificial intelligence (AI) models uniquely effective in detecting threats, according to management. That further enhances the value proposition for customers.Not surprisingly, CrowdStrike is growing like wildfire. In the most recent quarter, revenue climbed 58% to $535 million and free cash flow soared 84% to $136 million. But investors have good reason to believe that momentum will continue. Management puts its addressable market at $75 billion in 2023, but CrowdStrike's product pipeline could push that figure to $158 billion by 2026.For instance, the company recently launched its extended detection and response (XDR) module, a product that blends security signals from cloud workloads, endpoint devices, email systems, networks, and more. CrowdStrike also integrates data from third-party vendors like Cloudflare and Zscaler to supercharge its AI engine. Collectively, XDR accelerates workflows by enabling security teams to investigate threats from a single console. For context, corporate endpoint security and XDR accounts for about $13 billion of CrowdStrike's market opportunity, and its leadership in endpoint security should fuel adoption of its XDR product.Currently, shares trade at 15.4 times sales, an absolute bargain compared to the three-year average of 36.4 times sales. That creates an attractive buying opportunity for patient investors. Just don't count on triple-digit returns in the near term.","news_type":1},"isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980290703,"gmtCreate":1665729530302,"gmtModify":1676537656711,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980290703","repostId":"2275938614","repostType":2,"repost":{"id":"2275938614","pubTimestamp":1665717711,"share":"https://ttm.financial/m/news/2275938614?lang=&edition=fundamental","pubTime":"2022-10-14 11:21","market":"us","language":"en","title":"Sea Limited: Down 80%, High Risk High Reward E-Commerce Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2275938614","media":"Seeking Alpha","summary":"SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then a","content":"<html><head></head><body><h2>Summary</h2><ul><li>Sea Limited stock crumbled after retracting guidance for e-commerce growth.</li><li>The company then announced that it was exiting LATAM in order to reduce cash burn.</li><li>The stock is undervalued even using conservative multiple assumptions.</li><li>The risks are ever-present here, but the price is right to buy this in a basket of high-growth tech stocks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cff71f84c3894bd1998e1f56d28fff2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>kokkai</span></p><p>Sea Limited (NYSE:SE) crashed after a disappointing earnings report. The company retracted guidance for e-commerce growth, as it finally acknowledged that the macro-environment was having a toll on its business. The company continues to see weakness in its cash cow gaming division, which may be a troubling sign in an environment where many tech companies have shifted their focus from growth to profits. Still, the stock is quite cheap here and can take off if positive sentiment returns to the name.</p><h2>SE Stock Price</h2><p>SE peaked at around $373 per share, but has since crashed over 80%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce6297af911b04c8fa84e29673a1f332\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>I last covered the name in July, where I rated the stock a buy on account of the undervaluation. The stock has since dropped 25%, offering even more attractive valuations - though the risks remain ever-present.</p><h2>SE Stock Key Metrics</h2><p>SE reported 29% overall revenue growth in the latest quarter, as strength in e-commerce and financial services offset weakness in gaming.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d8ba4202650f1aba3cae8a36fa17d67\" tg-width=\"1280\" tg-height=\"514\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>SE saw paying users in gaming decline 8.6% sequentially and 39% YOY.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f302cd86eff24404d32ed282939ff56\" tg-width=\"1280\" tg-height=\"502\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>That is concerning because historically, the digital entertainment unit provides the cash to fund losses from e-commerce and financial services. Due to the weakness in digital entertainment, SE has seen adjusted EBITDA swing sharply negative.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02968dd8189b049cf7826f38ce54d41c\" tg-width=\"1280\" tg-height=\"612\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>That led to the company posting a staggering $931 million net loss or $569.8 million non-GAAP net loss.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eeb4f90e17cbe18235a6924dbc3fa2a5\" tg-width=\"1280\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>The company ended the quarter with $7.8 billion of cash, enough to fund a couple years of these losses.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42bc50d8152f8913f2e2fd8190c10e29\" tg-width=\"1280\" tg-height=\"590\" referrerpolicy=\"no-referrer\"/><span>2022 Q2 Presentation</span></p><p>These results weren’t great, but not necessarily enough to explain the huge fall after earnings. Instead, it was the guidance:</p><blockquote>In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022. We believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which we remain highly positive about.</blockquote><p>In the conference call, management stated that there was no change in guidance of breakeven on Asia operations after headquarter costs, though I wouldn’t be surprised if they backtracked on that guidance over the coming quarters.</p><h2>Is SE Stock A Buy, Sell, or Hold?</h2><p>In September, SE announced in an internal memo that it was exiting LATAM countries Mexico, Argentina, Chile, and Colombia. SE had entered Mexico, Chile, and Colombia just last year. The company then announced that the leadership team would be foregoing their salaries to help conserve cash.</p><p>While these efforts should help reduce the quarterly cash burn, they’ll likely dramatically reduce the forward growth profile. It is difficult to predict which will prove more important in determining forward valuations.</p><p>SE previously guided to $8.9 billion in e-commerce revenues. If we instead assume $7 billion in revenues, 10% long term net margins, a 1x price to earnings growth ratio (‘PEG ratio’) and 30% growth in 2023, then I value the e-commerce division at $21 billion. For the video game business, I again use $1 billion of adjusted EBITDA and a 5x multiple to arrive at a $5 billion valuation. For the digital financial services, I reduce my estimate to $1 billion in revenues. Assuming 30% long term margins, 1x PEG ratio and 40% growth in 2023, that segment might be worth $12 billion. In total, we arrive at a valuation of $37 billion, somewhat higher than the current $35 billion market cap. I note that the 1x PEG ratio may be too conservative as 1.5x to 2x may be more appropriate, but the company’s cash burn may warrant a greater risk premium.</p><p>This is precisely the moment to own a stock like SE: huge growth opportunity clouded by a murky near term outlook, with a valuation that can pay off big. But the risks are real. There is cash burn risk, though the company does have plenty of cash on its balance sheet. An underappreciated risk is that of slowing growth rates. It is possible (if not likely) that the company’s previous growth rates were being juiced by highly unprofitable growth in Latin America - which the company is now exiting. As a result, there is great uncertainty in forward growth rates, though my assumed 1x PEG ratio may provide some margin of safety. I rate SE a buy, and it is one of the tech stocks I purchased in the 2022 Tech Stock Crash List provided for subscribers of Best of Breed Growth Stocks. While the risk is elevated as ever in the current environment, a basket of deeply undervalued tech stocks might provide strong returns from here, and I have allocated my portfolio to reflect that view.</p><p><i>This article is written by </i><i>Julian Lin</i><i> for reference only. Please note the risks.</i></p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Limited: Down 80%, High Risk High Reward E-Commerce Giant</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Limited: Down 80%, High Risk High Reward E-Commerce Giant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then announced that it was exiting LATAM in order to reduce cash burn.The stock is undervalued even using ...</p>\n\n<a href=\"https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://seekingalpha.com/article/4546272-sea-limited-stock-high-risk-high-reward-e-commerce-giant","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2275938614","content_text":"SummarySea Limited stock crumbled after retracting guidance for e-commerce growth.The company then announced that it was exiting LATAM in order to reduce cash burn.The stock is undervalued even using conservative multiple assumptions.The risks are ever-present here, but the price is right to buy this in a basket of high-growth tech stocks.kokkaiSea Limited (NYSE:SE) crashed after a disappointing earnings report. The company retracted guidance for e-commerce growth, as it finally acknowledged that the macro-environment was having a toll on its business. The company continues to see weakness in its cash cow gaming division, which may be a troubling sign in an environment where many tech companies have shifted their focus from growth to profits. Still, the stock is quite cheap here and can take off if positive sentiment returns to the name.SE Stock PriceSE peaked at around $373 per share, but has since crashed over 80%.Data by YChartsI last covered the name in July, where I rated the stock a buy on account of the undervaluation. The stock has since dropped 25%, offering even more attractive valuations - though the risks remain ever-present.SE Stock Key MetricsSE reported 29% overall revenue growth in the latest quarter, as strength in e-commerce and financial services offset weakness in gaming.2022 Q2 PresentationSE saw paying users in gaming decline 8.6% sequentially and 39% YOY.2022 Q2 PresentationThat is concerning because historically, the digital entertainment unit provides the cash to fund losses from e-commerce and financial services. Due to the weakness in digital entertainment, SE has seen adjusted EBITDA swing sharply negative.2022 Q2 PresentationThat led to the company posting a staggering $931 million net loss or $569.8 million non-GAAP net loss.2022 Q2 PresentationThe company ended the quarter with $7.8 billion of cash, enough to fund a couple years of these losses.2022 Q2 PresentationThese results weren’t great, but not necessarily enough to explain the huge fall after earnings. Instead, it was the guidance:In our efforts to adapt to increasing macro uncertainties, we are proactively shifting our strategies to further focus on efficiency and optimization for the long-term strength and profitability of the e-commerce business. Given this strategic shift, we will be suspending e-commerce GAAP revenue guidance for the full year 2022. We believe such efforts will further strengthen our ability to better capture the long-term growth opportunities in our markets, which we remain highly positive about.In the conference call, management stated that there was no change in guidance of breakeven on Asia operations after headquarter costs, though I wouldn’t be surprised if they backtracked on that guidance over the coming quarters.Is SE Stock A Buy, Sell, or Hold?In September, SE announced in an internal memo that it was exiting LATAM countries Mexico, Argentina, Chile, and Colombia. SE had entered Mexico, Chile, and Colombia just last year. The company then announced that the leadership team would be foregoing their salaries to help conserve cash.While these efforts should help reduce the quarterly cash burn, they’ll likely dramatically reduce the forward growth profile. It is difficult to predict which will prove more important in determining forward valuations.SE previously guided to $8.9 billion in e-commerce revenues. If we instead assume $7 billion in revenues, 10% long term net margins, a 1x price to earnings growth ratio (‘PEG ratio’) and 30% growth in 2023, then I value the e-commerce division at $21 billion. For the video game business, I again use $1 billion of adjusted EBITDA and a 5x multiple to arrive at a $5 billion valuation. For the digital financial services, I reduce my estimate to $1 billion in revenues. Assuming 30% long term margins, 1x PEG ratio and 40% growth in 2023, that segment might be worth $12 billion. In total, we arrive at a valuation of $37 billion, somewhat higher than the current $35 billion market cap. I note that the 1x PEG ratio may be too conservative as 1.5x to 2x may be more appropriate, but the company’s cash burn may warrant a greater risk premium.This is precisely the moment to own a stock like SE: huge growth opportunity clouded by a murky near term outlook, with a valuation that can pay off big. But the risks are real. There is cash burn risk, though the company does have plenty of cash on its balance sheet. An underappreciated risk is that of slowing growth rates. It is possible (if not likely) that the company’s previous growth rates were being juiced by highly unprofitable growth in Latin America - which the company is now exiting. As a result, there is great uncertainty in forward growth rates, though my assumed 1x PEG ratio may provide some margin of safety. I rate SE a buy, and it is one of the tech stocks I purchased in the 2022 Tech Stock Crash List provided for subscribers of Best of Breed Growth Stocks. While the risk is elevated as ever in the current environment, a basket of deeply undervalued tech stocks might provide strong returns from here, and I have allocated my portfolio to reflect that view.This article is written by Julian Lin for reference only. Please note the risks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915527382,"gmtCreate":1665081095047,"gmtModify":1676537553524,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Ok&nbsp;","listText":"Ok&nbsp;","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9915527382","repostId":"1191721961","repostType":2,"repost":{"id":"1191721961","pubTimestamp":1665044676,"share":"https://ttm.financial/m/news/1191721961?lang=&edition=fundamental","pubTime":"2022-10-06 16:24","market":"us","language":"en","title":"SPY: How Would A Recession Impact The S&P 500 Outlook?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191721961","media":"Seeking Alpha","summary":"SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.Tha","content":"<html><head></head><body><h2>Summary</h2><ul><li>Investors may be surprised by what past recessions can tell us about stock market returns.</li><li>That is, if we can agree on the definition of a recession.</li><li>Macro issues aside, I believe that now is a good time to be buying stocks.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e6de7f0fab0e6bb37cdb11d688fb5d1\" tg-width=\"1080\" tg-height=\"796\" referrerpolicy=\"no-referrer\"/><span>DNY59</span></p><h2>Thesis</h2><p>Whether there is a recession or not, stocks look reasonably valued today and the S&amp;P 500 (NYSEARCA:SPY) should continue to perform well in the long term.</p><h2>What Is A Recession?</h2><p>The official definition of a recession has been thetopic of much debate lately. Many refer to a recession as two or more consecutive quarters of negative GDP growth, a requirement which was already met in Q1 and Q2 of 2022.</p><p>However, others argue that in addition to (or instead of) negative GDP growth, a recession must be characterized by a sustained period of economic decline, with a broad impact reaching areas like trade, manufacturing, and labor. For example, most people consider the period from February-March 2020 a recession, even though it was less than two quarters.</p><p>Recessions are temporary, and thus the semantics of a recession are not all that important to long-term investors. But it&#39;s worth noting that there has been a clear correlation between recessions and the labor market, which has not held today.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e244cd5d88e7efe563b9a11bbbd69704\" tg-width=\"640\" tg-height=\"235\" referrerpolicy=\"no-referrer\"/><span>FRED</span></p><p>The shaded areas in the above chart are past recessions, and we can see that each shaded area is accompanied by a steep rise in unemployment. The inverse also holds: each steep rise in unemployment is accompanied by a recession. Since the current labor market has remained strong, at least through August, it&#39;s safe to say that at least one element of a traditional recession is missing.</p><p>That doesn&#39;t mean a recession won&#39;t come in short order, as the Fed continues to hike rates and many companies recently lowered or suspended guidance citing macro issues. If we begin seeing massive layoffs, then it&#39;s safe to say that we&#39;re probably entering a recession.</p><p>If that does happen, what&#39;s the outlook on the S&amp;P 500? Let&#39;s take a look.</p><h2>Historical Recessions</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e196047db513bc62f32b6e7fe7e2b966\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>Yahoo Finance</span></p><p>As shown in the above chart from Yahoo Finance, the median peak-to-trough decline of the S&amp;P 500 during a recession is -24%, and because there were a few particularly bad recessions the mean is higher at a -29% decline. The full range of declines goes from -14% to -57%, so there&#39;s quite a range of outcomes here, but it&#39;s clear that investors should expect negative stock market returns surrounding a recession.</p><p>This year, SPY peaked at $479.98 and fell to $357.04. That&#39;s a 25.6% decline, meaning that at least by this metric, investors have already priced in a historically average recession.</p><p>Considering that the labor market and other signals remain strong, some argue that investors have been too quick to sell stocks and that a rebound is likely on the way. On the other hand, others argue that the current crash started from a record high P/E ratio and that the macro picture looks worse than it has in years, meaning that there&#39;s potentially more room to fall.</p><p>I won&#39;t hazard a guess as to who&#39;s right because macro issues are very difficult to predict. However, even for those who are (foolishly) very confident that they know exactly what will happen with the economy, the more important question is what impact will that have on the stock market?</p><p>You may think that the chart I shared above answers that question. However, it shows a peak-to-trough decline, which is distinct from the stock market returns during an actual recession because the peak-to-trough decline may start before and/or end after the recession. Here are the market&#39;s returns during the actual months of the recessions in the above chart:</p><table><tbody><tr><td><b>Recession</b></td><td><b>SPY Return</b></td></tr><tr><td>Nov-48:Oct-49</td><td>11%</td></tr><tr><td>Jul-53:May-54</td><td>25%</td></tr><tr><td>Aug-57:Apr-58</td><td>-5%</td></tr><tr><td>Apr-60:Feb-61</td><td>18%</td></tr><tr><td>Dec-69:Nov-70</td><td>3%</td></tr><tr><td>Nov-73:Mar-75</td><td>-24%</td></tr><tr><td>Jan-80:Jul-80</td><td>0%</td></tr><tr><td>Jul-81:Nov-82</td><td>6%</td></tr><tr><td>Jul-90:Mar-91</td><td>13%</td></tr><tr><td>Mar-01:Nov-01</td><td>-9%</td></tr><tr><td>Dec-07:Jun-09</td><td>-39%</td></tr><tr><td>Feb-20:Mar-20</td><td>-24%</td></tr><tr><td><b>Average</b></td><td><b>-2%</b></td></tr><tr><td><b>Median</b></td><td><b>2%</b></td></tr></tbody></table><p>Source: The Author</p><p>The key point here is that markets typically price in a recession before it actually happens and begin to price it out before it&#39;s actually over. With a range of during-recession returns from -39% to +25%, it&#39;s safe to say that whether or not we are currently in a recession has historically had little to no predictable impact on SPY returns. You probably shouldn&#39;t bet on great returns during a recession, but they&#39;re also not out of the question.</p><h2>Best Course For Investors</h2><p>At Tech Investing Edge, we invest with a 10+ year time horizon and don&#39;t attempt to time the market based on whether we&#39;re in a recession or other factors. Hopefully, the previous sections have made it clear why that&#39;s my preferred strategy. In this section, I&#39;ll share a few charts about why I think that now is a good time to increase exposure to stocks, through SPY or individual stock picks.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e196047db513bc62f32b6e7fe7e2b966\" tg-width=\"640\" tg-height=\"387\" referrerpolicy=\"no-referrer\"/><span>Yahoo Finance</span></p><p>This is the same chart I shared in the previous section. A key point that I didn&#39;t discuss yet is the performance 1 year after the market bottoms, and 2 years after the market bottoms. Investors buying at the market bottom will on average see 40% returns after one year and 54% returns after two years. Those are some of the best returns you&#39;ll ever find with SPY, and it&#39;s again worth noting that the start of those returns will likely happen before the recession is over, if we even get a recession in the first place. Even if investors lump sum into the market now and it continues to sell off with Covid crash extremes (-34%), they&#39;ll on average still be looking at nicely positive returns within the next couple years.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48970cb98595a3c00b76cfcea64bead8\" tg-width=\"640\" tg-height=\"318\" referrerpolicy=\"no-referrer\"/><span>Current Market Valuation</span></p><p>The next data point is the S&amp;P 500&#39;s historical P/E ratio. Today, SPY has a P/E of 18 and a forward P/E ratio of 16. The modern era market average is a P/E of 20, while the average going back to 1870 is 16. Either way, the current P/E ratio is within one standard deviation of the average, meaning that stocks are within a range that would be considered fairly valued based on historical standards. That holds true even if analyst estimates for earnings growth are wrong and we don&#39;t see any earnings growth for the next year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fe698a5c07dfcf88b263624c52a6404\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/><span>Morningstar Equity Research</span></p><p>Another data point shows the price vs. fair value estimate based on Morningstar&#39;s DCF valuation for the many stocks in their coverage universe. Morningstar is a respected analyst firm. We can see that stocks are currently very undervalued according to their valuation model, in fact more undervalued than they were during the Covid crash or 2018 panic. Investors would have to go back to the 2011 Greece debt crisis in the aftermath of the Great Financial Crisis to find another time when Morningstar thought stocks were as undervalued as they are today. As we all know, stocks have been on an incredible bull run since 2011.</p><p>Key assumptions that Morningstar makes include the Fed tightening cycle ending this year and inflation subsiding in 2023. These are somewhat bold assumptions at this point, but there is also the best margin of safety in over a decade if the assumptions prove incorrect.</p><p>At my Marketplace service on Seeking Alpha, Tech Investing Edge, I cover a smaller universe of about 30 stocks that I think represent some of the best long-term investing opportunities. My price targets today estimate an average upside of 73%, which is the highest level since I started the service earlier this year. Thus, my own valuation model for the companies I cover aligns well with Morningstar&#39;s.</p><h2>Conclusion</h2><p>Stock market bears have had a great time this year, and many will try to tell you with certainty that SPY will continue going lower until the P/E falls to 15, until inflation subsides, until the war in Ukraine is over, until the recession is over, until the Fed pivots, or until a variety of other conditions are met.</p><p>I hope that this article provided multiple data points to show that nobody knows for sure what markets will do in the near future, even if you&#39;re of the belief that a recession is inevitable or already happening. Investors should still prepare themselves for more volatility and potentially more negative returns as the market searches for a bottom and digests the currently poor economic environment.</p><p>However, risk-tolerant investors should consider increasing their exposure to stocks through SPY or individual stock picks, as the market has bounced back after each past recession and will likely bounce back after this one as well. Often, that bounce comes sooner than many market participants expect.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SPY: How Would A Recession Impact The S&P 500 Outlook?</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\">\nSPY: How Would A Recession Impact The S&P 500 Outlook?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.That is, if we can agree on the definition of a recession.Macro issues aside, I believe that now is a ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4544708-spy-how-recession-impact-s-p-500-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191721961","content_text":"SummaryInvestors may be surprised by what past recessions can tell us about stock market returns.That is, if we can agree on the definition of a recession.Macro issues aside, I believe that now is a good time to be buying stocks.DNY59ThesisWhether there is a recession or not, stocks look reasonably valued today and the S&P 500 (NYSEARCA:SPY) should continue to perform well in the long term.What Is A Recession?The official definition of a recession has been thetopic of much debate lately. Many refer to a recession as two or more consecutive quarters of negative GDP growth, a requirement which was already met in Q1 and Q2 of 2022.However, others argue that in addition to (or instead of) negative GDP growth, a recession must be characterized by a sustained period of economic decline, with a broad impact reaching areas like trade, manufacturing, and labor. For example, most people consider the period from February-March 2020 a recession, even though it was less than two quarters.Recessions are temporary, and thus the semantics of a recession are not all that important to long-term investors. But it's worth noting that there has been a clear correlation between recessions and the labor market, which has not held today.FREDThe shaded areas in the above chart are past recessions, and we can see that each shaded area is accompanied by a steep rise in unemployment. The inverse also holds: each steep rise in unemployment is accompanied by a recession. Since the current labor market has remained strong, at least through August, it's safe to say that at least one element of a traditional recession is missing.That doesn't mean a recession won't come in short order, as the Fed continues to hike rates and many companies recently lowered or suspended guidance citing macro issues. If we begin seeing massive layoffs, then it's safe to say that we're probably entering a recession.If that does happen, what's the outlook on the S&P 500? Let's take a look.Historical RecessionsYahoo FinanceAs shown in the above chart from Yahoo Finance, the median peak-to-trough decline of the S&P 500 during a recession is -24%, and because there were a few particularly bad recessions the mean is higher at a -29% decline. The full range of declines goes from -14% to -57%, so there's quite a range of outcomes here, but it's clear that investors should expect negative stock market returns surrounding a recession.This year, SPY peaked at $479.98 and fell to $357.04. That's a 25.6% decline, meaning that at least by this metric, investors have already priced in a historically average recession.Considering that the labor market and other signals remain strong, some argue that investors have been too quick to sell stocks and that a rebound is likely on the way. On the other hand, others argue that the current crash started from a record high P/E ratio and that the macro picture looks worse than it has in years, meaning that there's potentially more room to fall.I won't hazard a guess as to who's right because macro issues are very difficult to predict. However, even for those who are (foolishly) very confident that they know exactly what will happen with the economy, the more important question is what impact will that have on the stock market?You may think that the chart I shared above answers that question. However, it shows a peak-to-trough decline, which is distinct from the stock market returns during an actual recession because the peak-to-trough decline may start before and/or end after the recession. Here are the market's returns during the actual months of the recessions in the above chart:RecessionSPY ReturnNov-48:Oct-4911%Jul-53:May-5425%Aug-57:Apr-58-5%Apr-60:Feb-6118%Dec-69:Nov-703%Nov-73:Mar-75-24%Jan-80:Jul-800%Jul-81:Nov-826%Jul-90:Mar-9113%Mar-01:Nov-01-9%Dec-07:Jun-09-39%Feb-20:Mar-20-24%Average-2%Median2%Source: The AuthorThe key point here is that markets typically price in a recession before it actually happens and begin to price it out before it's actually over. With a range of during-recession returns from -39% to +25%, it's safe to say that whether or not we are currently in a recession has historically had little to no predictable impact on SPY returns. You probably shouldn't bet on great returns during a recession, but they're also not out of the question.Best Course For InvestorsAt Tech Investing Edge, we invest with a 10+ year time horizon and don't attempt to time the market based on whether we're in a recession or other factors. Hopefully, the previous sections have made it clear why that's my preferred strategy. In this section, I'll share a few charts about why I think that now is a good time to increase exposure to stocks, through SPY or individual stock picks.Yahoo FinanceThis is the same chart I shared in the previous section. A key point that I didn't discuss yet is the performance 1 year after the market bottoms, and 2 years after the market bottoms. Investors buying at the market bottom will on average see 40% returns after one year and 54% returns after two years. Those are some of the best returns you'll ever find with SPY, and it's again worth noting that the start of those returns will likely happen before the recession is over, if we even get a recession in the first place. Even if investors lump sum into the market now and it continues to sell off with Covid crash extremes (-34%), they'll on average still be looking at nicely positive returns within the next couple years.Current Market ValuationThe next data point is the S&P 500's historical P/E ratio. Today, SPY has a P/E of 18 and a forward P/E ratio of 16. The modern era market average is a P/E of 20, while the average going back to 1870 is 16. Either way, the current P/E ratio is within one standard deviation of the average, meaning that stocks are within a range that would be considered fairly valued based on historical standards. That holds true even if analyst estimates for earnings growth are wrong and we don't see any earnings growth for the next year.Morningstar Equity ResearchAnother data point shows the price vs. fair value estimate based on Morningstar's DCF valuation for the many stocks in their coverage universe. Morningstar is a respected analyst firm. We can see that stocks are currently very undervalued according to their valuation model, in fact more undervalued than they were during the Covid crash or 2018 panic. Investors would have to go back to the 2011 Greece debt crisis in the aftermath of the Great Financial Crisis to find another time when Morningstar thought stocks were as undervalued as they are today. As we all know, stocks have been on an incredible bull run since 2011.Key assumptions that Morningstar makes include the Fed tightening cycle ending this year and inflation subsiding in 2023. These are somewhat bold assumptions at this point, but there is also the best margin of safety in over a decade if the assumptions prove incorrect.At my Marketplace service on Seeking Alpha, Tech Investing Edge, I cover a smaller universe of about 30 stocks that I think represent some of the best long-term investing opportunities. My price targets today estimate an average upside of 73%, which is the highest level since I started the service earlier this year. Thus, my own valuation model for the companies I cover aligns well with Morningstar's.ConclusionStock market bears have had a great time this year, and many will try to tell you with certainty that SPY will continue going lower until the P/E falls to 15, until inflation subsides, until the war in Ukraine is over, until the recession is over, until the Fed pivots, or until a variety of other conditions are met.I hope that this article provided multiple data points to show that nobody knows for sure what markets will do in the near future, even if you're of the belief that a recession is inevitable or already happening. Investors should still prepare themselves for more volatility and potentially more negative returns as the market searches for a bottom and digests the currently poor economic environment.However, risk-tolerant investors should consider increasing their exposure to stocks through SPY or individual stock picks, as the market has bounced back after each past recession and will likely bounce back after this one as well. Often, that bounce comes sooner than many market participants expect.","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983399747,"gmtCreate":1666145683190,"gmtModify":1676537713478,"author":{"id":"4126170697474692","authorId":"4126170697474692","name":"Angelind","avatar":"https://community-static.tradeup.com/news/f89e09dfd449925cdb6181e37f08ca25","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126170697474692","authorIdStr":"4126170697474692"},"themes":[],"htmlText":"Good sharing&nbsp;","listText":"Good sharing&nbsp;","text":"Good sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9983399747","repostId":"1168071207","repostType":2,"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}