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09-05

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SGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade

2022-10-20

Looking at this IPO happening soon

2022-10-07

Thanks. This is a great article!

Sorry, the original content has been removed

2022-10-06

More haste, less speed is the way to go. Its not the bottom yet.

Why a 2-Day Stock Market Rally Hasn't Killed the Bear Yet

2022-10-02

Folks, look hard at Google. Worth your time.

Sorry, the original content has been removed

2022-10-02

Will monitor this a bit more to assess. Thank you!

Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds

2022-09-30

I like the extensive analysis of this article. I'm also in line with an investment with Google.

Google Vs. Meta: Which Is More Attractive?

2022-09-29

I would agree on Nike, I must say 👍

Sorry, the original content has been removed

2022-09-28

Not too sure about Netflix now, but apple is definitely worth investing.

The 10 Hottest Stocks for the Long Haul

2022-09-28

Thank you for the article.

Robust tourism demand keeps SIA a 'buy': KGI Research

2022-09-27

Thank you for sharing! These are the exact 3 that I was looking out too 👍

Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term

2022-09-25

Will watch out for these. Thanks.

Sorry, the original content has been removed

2022-09-25

Now is a good time to buy, but must be able to hold for a while. Is that right?

Why I'm Not Worried About the Stock Market

2022-09-23

Good article

Google Vs. Tesla: Which Stock Has A Better Forecast?

Go to Tiger App to see more news

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The Singapore dollar is close to a record against the Indonesian rupiah as well, and not far off highs against the yen.</p><p style=\"text-align: start;\">People in Singapore are jumping on the opportunity, according to luxury travel agent Lauren Raps. The co-founder of Alchemist Travel says her clients are getting out of town more frequently — and are quick to make deposits on bookings.</p><p style=\"text-align: start;\">“Their dollar goes further and they can live like kings” in places like Bali, Indonesia, or Bangkok, she said. “Dining out here can be quite expensive.”</p><p>Underpinning the currency’s advance to 1.30 per dollar is a monetary policy regime that uses the exchange rate, rather than borrowing costs, as its main lever. Economic slack in China — Singapore’s biggest trading partner — is boosting the latter’s currency on a relative basis. So does trade tension between Beijing and Washington. The International Monetary Fund has flagged upside risks to inflation in the country — those make it beneficial to keep the currency strong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24c9090ac479e23d83a64306f9da8cf6\" tg-width=\"1200\" tg-height=\"675\"/></p><p>“The strength of the Singapore dollar is a balancing act,” Singapore Business Federation Chief Executive Officer Kok Ping Soon said. While its strength keeps a lid on inflation, benefiting the economy, when it’s too strong it “can price us out of exports.”</p><p>While the city-state’s currency is close to a decade high, the actual difference in the exchange rate between the currency’s pandemic lows and its current peak is just 16 Singapore cents, since the MAS’s currency policy keeps trading in a range. That may explain why local firms are relatively sanguine about the moves.</p><p style=\"text-align: start;\">Still, SBF’s survey of 796 local firms conducted in June and July found logistics and transportation companies, along with banks and insurers, most upbeat about the outlook. Hotels and restaurants — sectors to feel the pinch if inbound tourism crumbles — were the most downbeat.</p><p style=\"text-align: start;\">“Some retail and food and beverage players here are feeling the heat,” said KF Seetoh, founder of food-culture company Makansutra and a Singaporean photographer and restaurant critic. Many Singaporeans are spending their money in neighboring countries like Indonesia and Malaysia, he said, “where lifestyle and culture is pretty similar, except way cheaper.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2149a126d0bb7a4db852506642f61e47\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">The strong currency is also a problem because weak exports can depress manufacturing and employment, said Rob Carnell, chief economist for Asia Pacific at ING Groep NV.</p><p style=\"text-align: start;\">“We’re not looking at a booming economy, just one that’s pottering along,” he said.</p><p style=\"text-align: start;\">Still, there are bright spots in terms of activity. The volume of transfers into US currency from Singapore dollars rose 364% for the June-to-August period compared with a year ago, according to financial-technology firm Revolut Ltd.</p><p style=\"text-align: start;\">One group that also benefits: Americans living in Singapore. Jim Lee, an executive, falls into that category, and he’s happy about the Singapore dollar’s strength — for instance, in terms of submitting his American taxes.</p><p style=\"text-align: start;\">“I have to say, right now is an excellent time to buy US dollars to pay Uncle Sam,” Lee said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade</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\">\nSGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exports get crimped by exchange rate, outbound travelers cheerLocal retail, food establishments coming under pressureIt’s been more than a decade since Singapore’s dollar was last this strong against ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152986064","content_text":"Exports get crimped by exchange rate, outbound travelers cheerLocal retail, food establishments coming under pressureIt’s been more than a decade since Singapore’s dollar was last this strong against its US counterpart, and the effects are being felt by everyone from importers and exporters to shoppers and tourists.The exchange rate touched the highest level since 2014 on Aug. 26, not long after Prime Minister Lawrence Wong highlighted the importance of a strong currency as a shield to help the city-state combat inflation. The Singapore dollar is close to a record against the Indonesian rupiah as well, and not far off highs against the yen.People in Singapore are jumping on the opportunity, according to luxury travel agent Lauren Raps. The co-founder of Alchemist Travel says her clients are getting out of town more frequently — and are quick to make deposits on bookings.“Their dollar goes further and they can live like kings” in places like Bali, Indonesia, or Bangkok, she said. “Dining out here can be quite expensive.”Underpinning the currency’s advance to 1.30 per dollar is a monetary policy regime that uses the exchange rate, rather than borrowing costs, as its main lever. Economic slack in China — Singapore’s biggest trading partner — is boosting the latter’s currency on a relative basis. So does trade tension between Beijing and Washington. The International Monetary Fund has flagged upside risks to inflation in the country — those make it beneficial to keep the currency strong.“The strength of the Singapore dollar is a balancing act,” Singapore Business Federation Chief Executive Officer Kok Ping Soon said. While its strength keeps a lid on inflation, benefiting the economy, when it’s too strong it “can price us out of exports.”While the city-state’s currency is close to a decade high, the actual difference in the exchange rate between the currency’s pandemic lows and its current peak is just 16 Singapore cents, since the MAS’s currency policy keeps trading in a range. That may explain why local firms are relatively sanguine about the moves.Still, SBF’s survey of 796 local firms conducted in June and July found logistics and transportation companies, along with banks and insurers, most upbeat about the outlook. Hotels and restaurants — sectors to feel the pinch if inbound tourism crumbles — were the most downbeat.“Some retail and food and beverage players here are feeling the heat,” said KF Seetoh, founder of food-culture company Makansutra and a Singaporean photographer and restaurant critic. Many Singaporeans are spending their money in neighboring countries like Indonesia and Malaysia, he said, “where lifestyle and culture is pretty similar, except way cheaper.”The strong currency is also a problem because weak exports can depress manufacturing and employment, said Rob Carnell, chief economist for Asia Pacific at ING Groep NV.“We’re not looking at a booming economy, just one that’s pottering along,” he said.Still, there are bright spots in terms of activity. The volume of transfers into US currency from Singapore dollars rose 364% for the June-to-August period compared with a year ago, according to financial-technology firm Revolut Ltd.One group that also benefits: Americans living in Singapore. Jim Lee, an executive, falls into that category, and he’s happy about the Singapore dollar’s strength — for instance, in terms of submitting his American taxes.“I have to say, right now is an excellent time to buy US dollars to pay Uncle Sam,” Lee said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983290631,"gmtCreate":1666237852223,"gmtModify":1676537728262,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Looking at this IPO happening soon","listText":"Looking at this IPO happening soon","text":"Looking at this IPO happening soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983290631","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914093182,"gmtCreate":1665121919846,"gmtModify":1676537561220,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thanks.&nbsp; This is a great article!&nbsp;<a href=\"https://ttm.financial/S/FOR\"></a>","listText":"Thanks.&nbsp; This is a great article!&nbsp;<a href=\"https://ttm.financial/S/FOR\"></a>","text":"Thanks. This is a great article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914093182","repostId":"2273828361","repostType":2,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915283754,"gmtCreate":1665045600278,"gmtModify":1676537548982,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"More haste, less speed is the way to go.&nbsp; Its not the bottom yet.&nbsp;","listText":"More haste, less speed is the way to go.&nbsp; Its not the bottom yet.&nbsp;","text":"More haste, less speed is the way to go. Its not the bottom yet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915283754","repostId":"2273482308","repostType":4,"repost":{"id":"2273482308","kind":"highlight","pubTimestamp":1665045143,"share":"https://ttm.financial/m/news/2273482308?lang=&edition=fundamental","pubTime":"2022-10-06 16:32","market":"us","language":"en","title":"Why a 2-Day Stock Market Rally Hasn't Killed the Bear Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2273482308","media":"Motley Fool","summary":"It takes patience for long-term investors to find success.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>The two-day rally in the stock market has been impressive.</li><li>However, Wednesday seemed to bring more pessimism back into the market.</li><li>Investors will need to learn to deal with ups and downs even if things improve.</li></ul><p>Investors have finally seen the stock market behave better over the past couple of days. After having to deal with a horrible September that sent the <b>Dow Jones Industrial Average</b> into bear-market territory along with the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b>, the first two trading sessions of October have been remarkable.</p><p>Yet as Wednesday morning dawned, investors appeared likely to have to prepare for a pause in the fourth-quarter celebration. With contracts on stock index futures down around 1%, it&#39;s clear that long-term investors will have to have patience in order to benefit from the recovery when it comes. Moreover, the next several weeks will likely bring a lot more uncertainty into the mix, making it more important than ever to have conviction in your views of the companies in which you&#39;ve invested.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/228b6b7ee41d3954798ec71cbeb65fca\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Hope springs eternal</h2><p>Investors have had to deal with a lot over the past several years. The economic disruptions from a global pandemic forced central banks and national governments to take unprecedented actions. Changes in behavior made businesses pivot sharply, both to keep themselves in operation and to respond to the changing needs of their customers. Even as the influence of the pandemic waned and people strived to return to their former lives, the pace of recovery in various places was out of alignment with others, causing more disruptions that kept businesses from reaching optimal efficiency and capacity.</p><p>Central banks always intended the emergency measures they took to be temporary, but market participants had learned to look at such comments with a cynical eye. Even after the financial crisis of 2008 and 2009 gave way to a decade-long expansion, for instance, Federal Reserve officials were reluctant to reverse the flow of liquidity they had added to the financial system in the wake of the Great Recession.</p><p>In that context, the current Fed&#39;s insistence on raising interest rates sharply to prevent inflationary pressures from becoming entrenched in the U.S. economy stood out as a different sort of response from the central bank. In large part, the current bear market stems from investors&#39; disbelief that the Fed would hold the line even in the face of heavy criticism not just from financial markets but also from politicians and the public at large.</p><h2>Will the Fed flinch?</h2><p>Movements in the broader financial markets reflected the new belief that the Fed will indeed have to reverse the sharp course of its monetary tightening moves. The abrupt reversal of government policy in the U.K. showed that foreign countries were still paying close attention to what market participants had to say about their actions. The most obvious sign that investors hoped the same would happen in the U.S. came from the big decline in bond yields, which in some ways was even more remarkable than the two-day stock market rally investors have seen.</p><p>Yet it&#39;s far from clear that the Fed will reverse course. Having staked its credibility on fighting inflation until the bitter end, even a conciliatory slowdown in its future course of interest rate increases could damage its reputation.</p><p>Meanwhile, markets will get huge amounts of information in the coming weeks about what&#39;s happening in the economy. Hundreds of companies will release their third-quarter financial reports, with many of them probably emphasizing the impacts of inflation, a strong U.S. dollar, higher interest rates, and ongoing business disruptions as factors that have held back short-term growth. Yet what investors will likely focus on is whether those companies see better times ahead.</p><p>Similarly, economic data will shed light on how entrenched inflation has already become. If falling gasoline prices send costs of other goods and services down along with them, then the Fed might not need to be as aggressive.</p><p>Investors need to prepare for continued volatility. Even if the market is beginning a longer-term recovery, it won&#39;t be obvious immediately -- and you shouldn&#39;t expect to see the market keep soaring day after day.</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>Why a 2-Day Stock Market Rally Hasn't Killed the Bear Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a 2-Day Stock Market Rally Hasn't Killed the Bear Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe two-day rally in the stock market has been impressive.However, Wednesday seemed to bring more pessimism back into the market.Investors will need to learn to deal with ups and downs even ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273482308","content_text":"KEY POINTSThe two-day rally in the stock market has been impressive.However, Wednesday seemed to bring more pessimism back into the market.Investors will need to learn to deal with ups and downs even if things improve.Investors have finally seen the stock market behave better over the past couple of days. After having to deal with a horrible September that sent the Dow Jones Industrial Average into bear-market territory along with the S&P 500 and Nasdaq Composite, the first two trading sessions of October have been remarkable.Yet as Wednesday morning dawned, investors appeared likely to have to prepare for a pause in the fourth-quarter celebration. With contracts on stock index futures down around 1%, it's clear that long-term investors will have to have patience in order to benefit from the recovery when it comes. Moreover, the next several weeks will likely bring a lot more uncertainty into the mix, making it more important than ever to have conviction in your views of the companies in which you've invested.Image source: Getty Images.Hope springs eternalInvestors have had to deal with a lot over the past several years. The economic disruptions from a global pandemic forced central banks and national governments to take unprecedented actions. Changes in behavior made businesses pivot sharply, both to keep themselves in operation and to respond to the changing needs of their customers. Even as the influence of the pandemic waned and people strived to return to their former lives, the pace of recovery in various places was out of alignment with others, causing more disruptions that kept businesses from reaching optimal efficiency and capacity.Central banks always intended the emergency measures they took to be temporary, but market participants had learned to look at such comments with a cynical eye. Even after the financial crisis of 2008 and 2009 gave way to a decade-long expansion, for instance, Federal Reserve officials were reluctant to reverse the flow of liquidity they had added to the financial system in the wake of the Great Recession.In that context, the current Fed's insistence on raising interest rates sharply to prevent inflationary pressures from becoming entrenched in the U.S. economy stood out as a different sort of response from the central bank. In large part, the current bear market stems from investors' disbelief that the Fed would hold the line even in the face of heavy criticism not just from financial markets but also from politicians and the public at large.Will the Fed flinch?Movements in the broader financial markets reflected the new belief that the Fed will indeed have to reverse the sharp course of its monetary tightening moves. The abrupt reversal of government policy in the U.K. showed that foreign countries were still paying close attention to what market participants had to say about their actions. The most obvious sign that investors hoped the same would happen in the U.S. came from the big decline in bond yields, which in some ways was even more remarkable than the two-day stock market rally investors have seen.Yet it's far from clear that the Fed will reverse course. Having staked its credibility on fighting inflation until the bitter end, even a conciliatory slowdown in its future course of interest rate increases could damage its reputation.Meanwhile, markets will get huge amounts of information in the coming weeks about what's happening in the economy. Hundreds of companies will release their third-quarter financial reports, with many of them probably emphasizing the impacts of inflation, a strong U.S. dollar, higher interest rates, and ongoing business disruptions as factors that have held back short-term growth. Yet what investors will likely focus on is whether those companies see better times ahead.Similarly, economic data will shed light on how entrenched inflation has already become. If falling gasoline prices send costs of other goods and services down along with them, then the Fed might not need to be as aggressive.Investors need to prepare for continued volatility. Even if the market is beginning a longer-term recovery, it won't be obvious immediately -- and you shouldn't expect to see the market keep soaring day after day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":6,"crmLevelSwitch":1,"idStr":"4114498221568562","authorIdStr":"4114498221568562"},"content":"The bear is very much alive","text":"The bear is very much alive","html":"The bear is very much alive"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912035224,"gmtCreate":1664699529068,"gmtModify":1676537496057,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Folks, look hard at Google.&nbsp; Worth your time.&nbsp;","listText":"Folks, look hard at Google.&nbsp; Worth your time.&nbsp;","text":"Folks, look hard at Google. Worth your time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912035224","repostId":"1161283382","repostType":2,"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916726162,"gmtCreate":1664683419256,"gmtModify":1676537494081,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Will monitor this a bit more to assess.&nbsp; Thank you!&nbsp;","listText":"Will monitor this a bit more to assess.&nbsp; Thank you!&nbsp;","text":"Will monitor this a bit more to assess. Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916726162","repostId":"1157459217","repostType":2,"repost":{"id":"1157459217","kind":"news","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">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>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916341201,"gmtCreate":1664518364304,"gmtModify":1676537470648,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"I like the extensive analysis of this article. I'm also in line with an investment with Google.&nbsp;","listText":"I like the extensive analysis of this article. I'm also in line with an investment with Google.&nbsp;","text":"I like the extensive analysis of this article. I'm also in line with an investment with Google.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916341201","repostId":"1121656018","repostType":2,"repost":{"id":"1121656018","kind":"news","pubTimestamp":1664504430,"share":"https://ttm.financial/m/news/1121656018?lang=&edition=fundamental","pubTime":"2022-09-30 10:20","market":"us","language":"en","title":"Google Vs. Meta: Which Is More Attractive?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121656018","media":"Seeking Alpha","summary":"SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD]","content":"<html><head></head><body><h2>Summary</h2><ul><li>Both Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.</li><li>Alphabet has a higher brand value, a higher cash position and a stronger credit rating than Meta.</li><li>However, Meta has a higher EBIT margin and shows a higher free cash flow yield.</li><li>In this comparative analysis, I will show you which of the two companies I would pick if I could only choose one.</li></ul><p><img src=\"https://static.tigerbbs.com/83986253810705267bbca929658b8dce\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>JHVEPhoto</p><h2><b>Investment Thesis</b></h2><ul><li>In this comparative analysis on Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:META), I come to the conclusion that I would select Alphabet over Meta if I could only invest in one of the two companies.</li><li>Alphabet has ahigher brand value than Meta ($263,425M compared to Facebook&#39;s brand value of $101,201M as according to Brand Finance), a higher cash position ($124,997M in Total Cash &amp; ST Investments compared to $40,489M) and a stronger credit rating by Moody&#39;s (Aa2 compared to A1).</li><li>I see an investment in Alphabet as being less risky, particularly due to the fact its business is less dependent on advertising than Meta&#39;s.</li><li>I currently rate Meta as a buy and Alphabet as a strong buy. I consider Alphabet to be even more attractive when it comes to risk and reward.</li><li>My investment thesis is underlined by the results of theHQC Scorecardin which Alphabet scores 91/100 while Meta scores 80/100. Furthermore, it is supported by the results of the Seeking Alpha Quant Ranking, in which Alphabet is ranked 2nd within the Interactive Media and Services Industry while Meta is ranked 14th (both out of 61).</li><li>At the current stock prices, I expect a compound annual rate of return of about 18% for Alphabet and one of 16% for Meta. Both are based on the calculations of my DCF Models.</li></ul><h2><b>The Competitive Positions of Alphabet and Meta</b></h2><p>For both Alphabet and Meta I see the enormous amount of data and their ability to analyse and use this data as strong competitive advantages over their rivals in the Interactive Media and Services Industry. In addition to that, both companies are among the top 10 of the world&#39;s most valuable brands: according toBrand Finance, Google is ranked 3rd with a brand value of $263,425M and Facebook is ranked 7th with a brand value of $101,201M.</p><p>Both Alphabet and Meta have a proven ability of successfully integrating new businesses into their companies. One of Alphabet&#39;s most successful acquisitions was YouTube, for which the company paid $1.65 billion back in 2006. Meta acquired Instagram for$1.0 billionin 2012 and WhatsApp for$19 billionin 2014.</p><p>The enormous financial strength of Alphabet and Meta provide them with another significant competitive advantage: while Alphabet has $124,997M in Total Cash &amp; ST Investments at this moment in time, Meta currently disposes of $40,489M. Having a high amount of cash puts both companies in a position to make large acquisitions in order to ensure further future growth. This financial strength is also backed up by a Moody&#39;s credit rating of Aa2 for Alphabet and A1 for Meta.</p><p>Both Alphabet and Meta have strong competitive advantages. However, I would like to summarize that Alphabet is slightly ahead of Meta when it comes to brand value (Alphabet has a brand value of $263,425M while the one of Facebook is $101,201M) and when considering financial strength (Alphabet has a higher cash position and a stronger credit rating by Moody&#39;s). This supports my investment thesis to prefer Alphabet over Meta.</p><h2><b>The Valuation of Alphabet and Meta</b></h2><p><b>Discounted Cash Flow [DCF]-Model</b></p><p>In terms of valuation, I have used the DCF Model to determine the intrinsic value of Alphabet and Meta. The method calculates a fair value of $141.71 for Alphabet and $190.02 for Meta. At the current stock prices, this gives Alphabet an upside of 42.90% and Meta an upside of 35.30%.</p><p>My calculations are based on the following assumptions as presented below (in $ millions except per share items):</p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p>Company Ticker</p></td><td><p>GOOG</p></td><td><p>META</p></td></tr><tr><td><p>Revenue Growth Rate for the next 5 years</p></td><td><p>8%</p></td><td><p>5%</p></td></tr><tr><td><p>EBIT Growth Rate for the next 5 years</p></td><td><p>8%</p></td><td><p>5%</p></td></tr><tr><td><p>Tax Rate</p></td><td><p>15.7%</p></td><td><p>16.7</p></td></tr><tr><td><p>Discount Rate [WACC]</p></td><td><p>7.75%</p></td><td><p>7.75%</p></td></tr><tr><td><p>Perpetual Growth Rate</p></td><td><p>4%</p></td><td><p>3%</p></td></tr><tr><td><p>EV/EBITDA Multiple</p></td><td><p>12x</p></td><td><p>7.2x</p></td></tr><tr><td><p>Current Price/Share</p></td><td><p>$99.17</p></td><td><p>$140.41</p></td></tr><tr><td><p>Shares Outstanding</p></td><td><p>13,044</p></td><td><p>2,688</p></td></tr><tr><td><p>Debt</p></td><td><p>$28,810</p></td><td><p>$16,679</p></td></tr><tr><td><p>Cash</p></td><td><p>$17,936</p></td><td><p>$12,681</p></td></tr><tr><td><p>Capex</p></td><td><p>$29,816</p></td><td><p>$32,000</p></td></tr></tbody></table><p>Source: The Author</p><p>Based on the above, I calculated the following results:</p><p><b>Market Value vs. Intrinsic Value</b></p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p>Market Value</p></td><td><p>$99.17</p></td><td><p>$140.41</p></td></tr><tr><td><p>Upside</p></td><td><p>42.90%</p></td><td><p>35.30%</p></td></tr><tr><td><p>Intrinsic Value</p></td><td><p>$141.71</p></td><td><p>$190.02</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Internal Rate of Return for Alphabet</b></p><p>TheInternal Rate of Return[IRR] is defined as the expected compound annual rate of return earned on an investment. Below you can find the Internal Rate of Return as according to my DCF Model (when assuming different purchase prices for the Alphabet stock).</p><p>At Alphabet&#39;s current stock price of $99.17, my DCF Model indicates an Internal Rate of Return of approximately 18% for the company (while assuming a Revenue and EBIT Growth Rate of 8% for the next 5 years and a Perpetual Growth Rate of 4% afterwards). (In bold you can see the Internal Rate of Return for Alphabet&#39;s current stock price of $99.17.) Please note that the Internal Rates of Return below are a result of the calculations of my DCF Model and changing its assumptions could result in different results.</p><table><tbody><tr><td><p><b>Purchase Price</b></p><p><b>of the Alphabet Stock</b></p></td><td><p><b>Internal Rate of Return</b></p><p><b>as according to my DCF Model</b></p></td></tr><tr><td><p>$75.00</p></td><td><p>26%</p></td></tr><tr><td><p>$80.00</p></td><td><p>24%</p></td></tr><tr><td><p>$85.00</p></td><td><p>22%</p></td></tr><tr><td><p>$90.00</p></td><td><p>21%</p></td></tr><tr><td><p>$95.00</p></td><td><p>19%</p></td></tr><tr><td><p><b>$99.17</b></p></td><td><p><b>18%</b></p></td></tr><tr><td><p>$100.00</p></td><td><p>18%</p></td></tr><tr><td><p>$105.00</p></td><td><p>16%</p></td></tr><tr><td><p>$110.00</p></td><td><p>15%</p></td></tr><tr><td><p>$115.00</p></td><td><p>13%</p></td></tr><tr><td><p>$120.00</p></td><td><p>12%</p></td></tr><tr><td><p>$125.00</p></td><td><p>11%</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Internal Rate of Return for Meta</b></p><p>At Meta&#39;s current stock price of $140.41, my DCF Model indicates an Internal Rate of Return of approximately 16% for the company (while assuming a Revenue and EBIT Growth Rate of 5% for the next 5 years and a Perpetual Growth Rate of 3% afterwards). (In bold you can see the Internal Rate of Return for Meta&#39;s current stock price of $140.41.)</p><table><tbody><tr><td><p><b>Purchase Price</b></p><p><b>of the Meta Stock</b></p></td><td><p><b>Internal Rate of Return</b></p><p><b>as according to my DCF Model</b></p></td></tr><tr><td><p>$120.00</p></td><td><p>21%</p></td></tr><tr><td><p>$125.00</p></td><td><p>20%</p></td></tr><tr><td><p>$130.00</p></td><td><p>19%</p></td></tr><tr><td><p>$135.00</p></td><td><p>17%</p></td></tr><tr><td><p>$140.00</p></td><td><p>16%</p></td></tr><tr><td><p><b>$140.41</b></p></td><td><p><b>16%</b></p></td></tr><tr><td><p>$145.00</p></td><td><p>15%</p></td></tr><tr><td><p>$150.00</p></td><td><p>14%</p></td></tr><tr><td><p>$155.00</p></td><td><p>13%</p></td></tr><tr><td><p>$160.00</p></td><td><p>12%</p></td></tr><tr><td><p>$165.00</p></td><td><p>12%</p></td></tr><tr><td><p>$170.00</p></td><td><p>11%</p></td></tr></tbody></table><p>Source: The Author</p><p><b>Relative Valuation ModelsTheP/E [FWD] Ratio for Alphabet and Meta</b></p><p>Alphabet&#39;s P/E [FWD] Ratio is currently 19.05, which is 31.55% below its 5 Year Average (27.84), providing us with an indicator that the company is currently undervalued.</p><p>Meta&#39;s current P/E [FWD] Ratio is 14.30, which is 42.78% below its 5 Year Average of 24.99, indicating that Meta is also currently undervalued.</p><h2><b>Fundamentals: Alphabet vs. Meta</b></h2><p>Alphabet&#39;s market capitalization is currently $1.29T, more than three times higher than the one of its competitor Meta ($377.36B). Meta currently has a slightly lower P/E [FWD] Ratio of 14.30 when compared to Alphabet (19.05).</p><p>Although Meta&#39;s EBIT Margin (33.41% compared to Alphabet&#39;s 29.65%) and Free Cash Flow Yield [TTM] (9.27% compared to 4.97%) are higher, the following contributes to the fact that I would select Alphabet if I had to choose one of the two companies from the Interactive Media and Services Industry:</p><p>Alphabet&#39;s ROE of 29.22% is higher than Meta&#39;s (25.48%), which implies that Alphabet is even more efficient in converting its equity financing into profits.</p><p>Alphabet&#39;s Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than that of Meta (with an EBIT Growth Rate [CAGR] of 22.80% in the same period of time).</p><p>In addition to that, Alphabet&#39;s EPS Growth Rate Diluted [FWD] of 27.01% is higher than the one of Meta (3.12%), indicating that Alphabet is growing its profitability with a higher rate.</p><p>Additionally, Alphabet&#39;s Free Cash Flow Per Share Growth Rate [FWD] of 24.39% is significantly superior to Meta&#39;s (4.23%), demonstrating that Alphabet&#39;s potential to produce cash and profits is growing faster than its rival&#39;s.</p><p>This analysis of the companies&#39; fundamentals strengthens my investment thesis that Alphabet is currently the more attractive of the two. Below you can find an overview of selected financial data for both Alphabet and Meta.</p><table><tbody><tr><td><p><b>Alphabet</b></p></td><td><p><b>Meta</b></p></td></tr><tr><td><p><b>General Information</b></p></td><td><p>Ticker</p></td><td><p>GOOG</p></td><td><p>META</p></td></tr><tr><td><p>Sector</p></td><td><p>Communication Services</p></td><td><p>Communication Services</p></td></tr><tr><td><p>Industry</p></td><td><p>Interactive Media and Services</p></td><td><p>Interactive Media and Services</p></td></tr><tr><td><p>Market Cap</p></td><td><p>1.29T</p></td><td><p>377.36B</p></td></tr><tr><td><p><b>Profitability</b></p></td><td><p>EBIT Margin</p></td><td><p>29.65%</p></td><td><p>33.41%</p></td></tr><tr><td><p>ROE</p></td><td><p>29.22%</p></td><td><p>25.48%</p></td></tr><tr><td><p><b>Valuation</b></p></td><td><p>P/E GAAP [FWD]</p></td><td><p>19.05</p></td><td><p>14.30</p></td></tr><tr><td><p>P/E GAAP [TTM]</p></td><td><p>18.36</p></td><td><p>11.61</p></td></tr><tr><td><p><b>Growth</b></p></td><td><p>Revenue Growth 3 Year [CAGR]</p></td><td><p>23.32%</p></td><td><p>24.02%</p></td></tr><tr><td><p>Revenue Growth 5 Year [CAGR]</p></td><td><p>22.88%</p></td><td><p>29.20%</p></td></tr><tr><td><p>EBIT Growth 3 Year [CAGR]</p></td><td><p>33.92%</p></td><td><p>22.80%</p></td></tr><tr><td><p>EPS Growth Diluted [FWD]</p></td><td><p>27.01%</p></td><td><p>3.12%</p></td></tr><tr><td><p><b>Free Cash Flow</b></p></td><td><p>Free Cash Flow Yield [TTM]</p></td><td><p>4.97%</p></td><td><p>9.27%</p></td></tr><tr><td><p>Free Cash Flow Per Share Growth Rate [FWD]</p></td><td><p>24.39%</p></td><td><p>4.23%</p></td></tr><tr><td><p><b>Dividends</b></p></td><td><p>Dividend Yield [FWD]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Growth 3 Yr [CAGR]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Growth 5 Yr [CAGR]</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Consecutive Years of Dividend Growth</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p>Dividend Frequency</p></td><td><p>-</p></td><td><p>-</p></td></tr><tr><td><p><b>Income Statement</b></p></td><td><p>Revenue</p></td><td><p>278.14B</p></td><td><p>119.41B</p></td></tr><tr><td><p>EBITDA</p></td><td><p>96.89B</p></td><td><p>48.03B</p></td></tr><tr><td><p><b>Balance Sheet</b></p></td><td><p>Total Debt to Equity Ratio</p></td><td><p>11.28%</p></td><td><p>13.26%</p></td></tr></tbody></table><p>Source: Seeking Alpha</p><h2><b>The High-Quality Company [HQC] Scorecard</b></h2><p>&#34;The aim of the HQC Scorecard that I have developed is to help investors identify companies which are attractive long-term investments in terms of risk and reward.&#34; Here you can find adetailed descriptionof how the HQC Scorecard works.</p><p><b>Overview of the Items on the HQC Scorecard</b></p><p>&#34;In the graphic below, you can find the individual items and weighting for each category of theHQC Scorecard. A score between 0 and 5 is given (with 0 being the lowest rating and 5 the highest) for each item on the Scorecard. Furthermore, you can see the conditions that must be met for each point of every rated item.&#34;</p><p><img src=\"https://static.tigerbbs.com/faeb3c51917ef152ddf3a5712155e673\" tg-width=\"640\" tg-height=\"402\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: The Author</p><p><b>Alphabet and Meta According to the HQC Scorecard</b><img src=\"https://static.tigerbbs.com/af2bd93cd88da9505eea2a2524677ae1\" tg-width=\"640\" tg-height=\"366\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: The Author</p><p>Although both companies are rated as very attractive as according to the HQC Scorecard, Alphabet&#39;s overall score (91/100) is slightly higher than the one of Meta (80/100).</p><p>In the category of Economic Moat, Alphabet scores 93/100 points while Meta only reaches 57/100.</p><p>In terms of Financial Strength, both are rated as very attractive. These strong results are a consequence of both companies having a low Total Debt to Equity Ratio, as well as a high Current Ratio (Alphabet&#39;s is 2.81 and Meta&#39;s is 2.52), Quick Ratio (2.62 and 2.34) and Cash Ratio (2.0 and 1.8).</p><p>In the category of Profitability, both companies are rated with 100/100 points, a result of having high EBIT Margins (Alphabet&#39;s is 29.65% and Meta&#39;s is 33.41%) and high ROE&#39;s (29.22% and 25.48%).</p><p>For Valuation, Alphabet receives 80/100 while Meta gets 92/100. Meta&#39;s higher scoring in this category is a consequence of its even lower P/E [FWD] Ratio of 14.30 as compared to Alphabet&#39;s 19.05.</p><p>For Growth, Alphabet receives 88/100 and Meta gets 76/100.</p><p>For Expected Return, both receive 100/100 points, this is mostly due to the high Expected Internal Rate of Return for the companies as according to my DCF Model.</p><p>Alphabet&#39;s higher overall rating (91/100) as according to the HQC Scorecard, strengthens my opinion of choosing the company over Meta at this moment in time.</p><p><b>Alphabet and Meta According to the Seeking Alpha Quant Factor Grades</b></p><p>When taking into consideration the Seeking Alpha Quant Factor Grades, we can see that Meta is rated slightly better in terms of Valuation (with a C-) as compared to Alphabet (D rating). In terms of Growth, however, Alphabet (C- rating) is better rated than Meta (D- rating). For Profitability, both companies receive an A+ rating. For Momentum, Alphabet is more appealing (C+) than Meta (C rating).</p><p>Alphabet&#39;s better rating in terms of Growth and Momentum once again underlines my investment thesis.</p><p><img src=\"https://static.tigerbbs.com/78786f44287999703b96d424cf579307\" tg-width=\"640\" tg-height=\"266\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Alphabet and Meta According to the Seeking Alpha Quant Ranking</b></h2><p>My investment thesis is also underlined by the results of the Seeking Alpha Quant Ranking where Alphabet is ranked significantly better than Meta: while Alphabet is 2nd in the Interactive Media and Services Industry, Meta is ranked 14th (both out of 61). Within the Communication Services Sector, Alphabet is currently ranked 7th and Meta is in 52nd place (both out of 247). The Seeking Alpha Quant Ranking reinforces my opinion to select Alphabet over Meta.</p><p><img src=\"https://static.tigerbbs.com/dc9089ef15c1e03dcf81b8420660782c\" tg-width=\"640\" tg-height=\"181\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Alphabet and Meta According to the Seeking Alpha Authors Rating and Wall Street Analysts Rating</b></h2><p>As according to the Seeking Alpha Quant Rating, Alphabet is currently a strong buy and Meta a hold. The Seeking Alpha Authors rate both companies as a buy while the Wall Street Analysts rate Alphabet as a strong buy and Meta as a buy.</p><p><img src=\"https://static.tigerbbs.com/0183857b361e5803d79ef3e2d9f66812\" tg-width=\"640\" tg-height=\"175\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Source: Seeking Alpha</p><h2><b>Risks</b></h2><p>One of the main risk factors I see for both Alphabet and Meta is the fact that the largest portion of the companies&#39; business results depend on advertising.</p><p>When taking a closer look at Alphabet, it can be highlighted that80%of the company&#39;s revenue is generated by its business unit Google Advertising. However, Alphabet&#39;s other business units are becoming more and more important (in 2Q22, Google Cloud accounted for 9% of Alphabet&#39;s total revenue while it was only 7.5% in the same quarter of the year before).</p><p>While having a deeper look into Meta&#39;s business, we find that its dependency on advertising is even higher than that of its competitor:98%of the company&#39;s revenue is generated by advertising from Facebook and Instagram.</p><p>This comparison of the companies&#39; advertising dependency indicates that a reduction in customer spending on marketing would impact Meta&#39;s business to a higher amount than it would affect Alphabet. Meta&#39;s significantly higher dependence on advertising contributes to the fact that I see an investment in Alphabet as being less risky.</p><p>Another additional risk factor when investing in Meta is the company&#39;s high spending to build the metaverse. In 2021 alone, the company spent about$10 billionthrough its Reality Labs division in order to build the metaverse. This amount is five times higher than what the company paid to buyOculus VR business in 2014and 10 times higher than the amountit paid to buy Instagramback in 2012. Although the investments could pay off in the future, they currently represent a risk for the shareholders due to the fact that the success of this project is not yet foreseeable.</p><p>Additionally, I see the effect that data privacy will continue to have on the operating results of Meta as an additional risk factor for the company. At the beginning of this year, Alphabet announced new privacy restrictions which cut tracking across apps on its Android devices, following a similar move to Apple (NASDAQ:AAPL). This resulted in a decrease of Meta&#39;s revenue by about$10 billion.</p><p>Summarizing, I see Alphabet as the lower-risk investment when compared with Meta, which once again underlines my thoughts on picking Alphabet out of the two. This lower risk also contributes to the fact that I would overweight the Alphabet position in an investment portfolio. On the other hand, the higher risk factors concerning Meta, contribute to my opinion of giving the company a small position in a long-term investment portfolio.</p><h2><b>The Bottom Line</b></h2><p>I consider the valuation of both Alphabet and Meta to currently be very appealing. However, when considering risk and reward, I came to the conclusion of selecting Alphabet over Meta. My opinion is based on the following facts and thoughts:</p><p>Alphabet&#39;s ROE of 29.22% is higher than the one of Meta (25.48%), implying that Alphabet is even more efficient in converting its equity financing into profits. Furthermore, Alphabet&#39;s Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than the one of Meta (which has an EBIT Growth Rate [CAGR] of 22.80% over the same period).</p><p>Alphabet&#39;s higher brand value ($263,425M as compared to Meta&#39;s $101,201M), as well as its higher cash position ($124,997M in Total Cash &amp; ST Investments vs. $40,489M) and higher credit rating (Aa2 credit rating by Moody&#39;s compared to A1) additionally support my investment thesis to select the company over Meta.</p><p>My opinion is further underlined by the rating of the HQC Scorecard in which Alphabet scores 91/100 points while Meta scores 80/100. Additionally, the theory is strengthened by the results of the Seeking Alpha Quant Ranking, where Alphabet is ranked 2nd in the Interactive Media and Services Industry while Meta is 14th (both out of 61).</p><p>When it comes to risk, I also see Alphabet as being ahead of Meta. Alphabet is less dependent on its advertising business: while 98% of Meta&#39;s revenue is from Facebook and Instagram advertising, Alphabet generates about 80% of its revenue from advertising. Furthermore, Alphabet is becoming more independent from its advertising business through the increasing revenue of its cloud business. In addition to that, Meta&#39;s high spending in the metaverse implies an additional risk factor for the Meta shareholder.</p><p>The investment thesis of selecting Alphabet over Meta is also reflected in my own personal long-term investment portfolio, in which Alphabet holds one of my largest positions, while Meta only has a small position. My investment decision has been based on the fact that I consider Alphabet to be significantly more attractive than Meta in terms of risk and reward.</p><p>Which is your favorite out of Alphabet and Meta?</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Vs. Meta: Which Is More Attractive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Vs. Meta: Which Is More Attractive?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-30 10:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.Alphabet has a higher brand value, a higher cash ...</p>\n\n<a href=\"https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","GOOGL":"谷歌A"},"source_url":"https://seekingalpha.com/article/4543761-google-vs-meta-more-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121656018","content_text":"SummaryBoth Alphabet and Meta currently have an attractive valuation: while Alphabet has a P/E [FWD] Ratio of 19.05, Meta’s is even lower at 14.30.Alphabet has a higher brand value, a higher cash position and a stronger credit rating than Meta.However, Meta has a higher EBIT margin and shows a higher free cash flow yield.In this comparative analysis, I will show you which of the two companies I would pick if I could only choose one.JHVEPhotoInvestment ThesisIn this comparative analysis on Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta (NASDAQ:META), I come to the conclusion that I would select Alphabet over Meta if I could only invest in one of the two companies.Alphabet has ahigher brand value than Meta ($263,425M compared to Facebook's brand value of $101,201M as according to Brand Finance), a higher cash position ($124,997M in Total Cash & ST Investments compared to $40,489M) and a stronger credit rating by Moody's (Aa2 compared to A1).I see an investment in Alphabet as being less risky, particularly due to the fact its business is less dependent on advertising than Meta's.I currently rate Meta as a buy and Alphabet as a strong buy. I consider Alphabet to be even more attractive when it comes to risk and reward.My investment thesis is underlined by the results of theHQC Scorecardin which Alphabet scores 91/100 while Meta scores 80/100. Furthermore, it is supported by the results of the Seeking Alpha Quant Ranking, in which Alphabet is ranked 2nd within the Interactive Media and Services Industry while Meta is ranked 14th (both out of 61).At the current stock prices, I expect a compound annual rate of return of about 18% for Alphabet and one of 16% for Meta. Both are based on the calculations of my DCF Models.The Competitive Positions of Alphabet and MetaFor both Alphabet and Meta I see the enormous amount of data and their ability to analyse and use this data as strong competitive advantages over their rivals in the Interactive Media and Services Industry. In addition to that, both companies are among the top 10 of the world's most valuable brands: according toBrand Finance, Google is ranked 3rd with a brand value of $263,425M and Facebook is ranked 7th with a brand value of $101,201M.Both Alphabet and Meta have a proven ability of successfully integrating new businesses into their companies. One of Alphabet's most successful acquisitions was YouTube, for which the company paid $1.65 billion back in 2006. Meta acquired Instagram for$1.0 billionin 2012 and WhatsApp for$19 billionin 2014.The enormous financial strength of Alphabet and Meta provide them with another significant competitive advantage: while Alphabet has $124,997M in Total Cash & ST Investments at this moment in time, Meta currently disposes of $40,489M. Having a high amount of cash puts both companies in a position to make large acquisitions in order to ensure further future growth. This financial strength is also backed up by a Moody's credit rating of Aa2 for Alphabet and A1 for Meta.Both Alphabet and Meta have strong competitive advantages. However, I would like to summarize that Alphabet is slightly ahead of Meta when it comes to brand value (Alphabet has a brand value of $263,425M while the one of Facebook is $101,201M) and when considering financial strength (Alphabet has a higher cash position and a stronger credit rating by Moody's). This supports my investment thesis to prefer Alphabet over Meta.The Valuation of Alphabet and MetaDiscounted Cash Flow [DCF]-ModelIn terms of valuation, I have used the DCF Model to determine the intrinsic value of Alphabet and Meta. The method calculates a fair value of $141.71 for Alphabet and $190.02 for Meta. At the current stock prices, this gives Alphabet an upside of 42.90% and Meta an upside of 35.30%.My calculations are based on the following assumptions as presented below (in $ millions except per share items):AlphabetMetaCompany TickerGOOGMETARevenue Growth Rate for the next 5 years8%5%EBIT Growth Rate for the next 5 years8%5%Tax Rate15.7%16.7Discount Rate [WACC]7.75%7.75%Perpetual Growth Rate4%3%EV/EBITDA Multiple12x7.2xCurrent Price/Share$99.17$140.41Shares Outstanding13,0442,688Debt$28,810$16,679Cash$17,936$12,681Capex$29,816$32,000Source: The AuthorBased on the above, I calculated the following results:Market Value vs. Intrinsic ValueAlphabetMetaMarket Value$99.17$140.41Upside42.90%35.30%Intrinsic Value$141.71$190.02Source: The AuthorInternal Rate of Return for AlphabetTheInternal Rate of Return[IRR] is defined as the expected compound annual rate of return earned on an investment. Below you can find the Internal Rate of Return as according to my DCF Model (when assuming different purchase prices for the Alphabet stock).At Alphabet's current stock price of $99.17, my DCF Model indicates an Internal Rate of Return of approximately 18% for the company (while assuming a Revenue and EBIT Growth Rate of 8% for the next 5 years and a Perpetual Growth Rate of 4% afterwards). (In bold you can see the Internal Rate of Return for Alphabet's current stock price of $99.17.) Please note that the Internal Rates of Return below are a result of the calculations of my DCF Model and changing its assumptions could result in different results.Purchase Priceof the Alphabet StockInternal Rate of Returnas according to my DCF Model$75.0026%$80.0024%$85.0022%$90.0021%$95.0019%$99.1718%$100.0018%$105.0016%$110.0015%$115.0013%$120.0012%$125.0011%Source: The AuthorInternal Rate of Return for MetaAt Meta's current stock price of $140.41, my DCF Model indicates an Internal Rate of Return of approximately 16% for the company (while assuming a Revenue and EBIT Growth Rate of 5% for the next 5 years and a Perpetual Growth Rate of 3% afterwards). (In bold you can see the Internal Rate of Return for Meta's current stock price of $140.41.)Purchase Priceof the Meta StockInternal Rate of Returnas according to my DCF Model$120.0021%$125.0020%$130.0019%$135.0017%$140.0016%$140.4116%$145.0015%$150.0014%$155.0013%$160.0012%$165.0012%$170.0011%Source: The AuthorRelative Valuation ModelsTheP/E [FWD] Ratio for Alphabet and MetaAlphabet's P/E [FWD] Ratio is currently 19.05, which is 31.55% below its 5 Year Average (27.84), providing us with an indicator that the company is currently undervalued.Meta's current P/E [FWD] Ratio is 14.30, which is 42.78% below its 5 Year Average of 24.99, indicating that Meta is also currently undervalued.Fundamentals: Alphabet vs. MetaAlphabet's market capitalization is currently $1.29T, more than three times higher than the one of its competitor Meta ($377.36B). Meta currently has a slightly lower P/E [FWD] Ratio of 14.30 when compared to Alphabet (19.05).Although Meta's EBIT Margin (33.41% compared to Alphabet's 29.65%) and Free Cash Flow Yield [TTM] (9.27% compared to 4.97%) are higher, the following contributes to the fact that I would select Alphabet if I had to choose one of the two companies from the Interactive Media and Services Industry:Alphabet's ROE of 29.22% is higher than Meta's (25.48%), which implies that Alphabet is even more efficient in converting its equity financing into profits.Alphabet's Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than that of Meta (with an EBIT Growth Rate [CAGR] of 22.80% in the same period of time).In addition to that, Alphabet's EPS Growth Rate Diluted [FWD] of 27.01% is higher than the one of Meta (3.12%), indicating that Alphabet is growing its profitability with a higher rate.Additionally, Alphabet's Free Cash Flow Per Share Growth Rate [FWD] of 24.39% is significantly superior to Meta's (4.23%), demonstrating that Alphabet's potential to produce cash and profits is growing faster than its rival's.This analysis of the companies' fundamentals strengthens my investment thesis that Alphabet is currently the more attractive of the two. Below you can find an overview of selected financial data for both Alphabet and Meta.AlphabetMetaGeneral InformationTickerGOOGMETASectorCommunication ServicesCommunication ServicesIndustryInteractive Media and ServicesInteractive Media and ServicesMarket Cap1.29T377.36BProfitabilityEBIT Margin29.65%33.41%ROE29.22%25.48%ValuationP/E GAAP [FWD]19.0514.30P/E GAAP [TTM]18.3611.61GrowthRevenue Growth 3 Year [CAGR]23.32%24.02%Revenue Growth 5 Year [CAGR]22.88%29.20%EBIT Growth 3 Year [CAGR]33.92%22.80%EPS Growth Diluted [FWD]27.01%3.12%Free Cash FlowFree Cash Flow Yield [TTM]4.97%9.27%Free Cash Flow Per Share Growth Rate [FWD]24.39%4.23%DividendsDividend Yield [FWD]--Dividend Growth 3 Yr [CAGR]--Dividend Growth 5 Yr [CAGR]--Consecutive Years of Dividend Growth--Dividend Frequency--Income StatementRevenue278.14B119.41BEBITDA96.89B48.03BBalance SheetTotal Debt to Equity Ratio11.28%13.26%Source: Seeking AlphaThe High-Quality Company [HQC] Scorecard\"The aim of the HQC Scorecard that I have developed is to help investors identify companies which are attractive long-term investments in terms of risk and reward.\" Here you can find adetailed descriptionof how the HQC Scorecard works.Overview of the Items on the HQC Scorecard\"In the graphic below, you can find the individual items and weighting for each category of theHQC Scorecard. A score between 0 and 5 is given (with 0 being the lowest rating and 5 the highest) for each item on the Scorecard. Furthermore, you can see the conditions that must be met for each point of every rated item.\"Source: The AuthorAlphabet and Meta According to the HQC ScorecardSource: The AuthorAlthough both companies are rated as very attractive as according to the HQC Scorecard, Alphabet's overall score (91/100) is slightly higher than the one of Meta (80/100).In the category of Economic Moat, Alphabet scores 93/100 points while Meta only reaches 57/100.In terms of Financial Strength, both are rated as very attractive. These strong results are a consequence of both companies having a low Total Debt to Equity Ratio, as well as a high Current Ratio (Alphabet's is 2.81 and Meta's is 2.52), Quick Ratio (2.62 and 2.34) and Cash Ratio (2.0 and 1.8).In the category of Profitability, both companies are rated with 100/100 points, a result of having high EBIT Margins (Alphabet's is 29.65% and Meta's is 33.41%) and high ROE's (29.22% and 25.48%).For Valuation, Alphabet receives 80/100 while Meta gets 92/100. Meta's higher scoring in this category is a consequence of its even lower P/E [FWD] Ratio of 14.30 as compared to Alphabet's 19.05.For Growth, Alphabet receives 88/100 and Meta gets 76/100.For Expected Return, both receive 100/100 points, this is mostly due to the high Expected Internal Rate of Return for the companies as according to my DCF Model.Alphabet's higher overall rating (91/100) as according to the HQC Scorecard, strengthens my opinion of choosing the company over Meta at this moment in time.Alphabet and Meta According to the Seeking Alpha Quant Factor GradesWhen taking into consideration the Seeking Alpha Quant Factor Grades, we can see that Meta is rated slightly better in terms of Valuation (with a C-) as compared to Alphabet (D rating). In terms of Growth, however, Alphabet (C- rating) is better rated than Meta (D- rating). For Profitability, both companies receive an A+ rating. For Momentum, Alphabet is more appealing (C+) than Meta (C rating).Alphabet's better rating in terms of Growth and Momentum once again underlines my investment thesis.Source: Seeking AlphaAlphabet and Meta According to the Seeking Alpha Quant RankingMy investment thesis is also underlined by the results of the Seeking Alpha Quant Ranking where Alphabet is ranked significantly better than Meta: while Alphabet is 2nd in the Interactive Media and Services Industry, Meta is ranked 14th (both out of 61). Within the Communication Services Sector, Alphabet is currently ranked 7th and Meta is in 52nd place (both out of 247). The Seeking Alpha Quant Ranking reinforces my opinion to select Alphabet over Meta.Source: Seeking AlphaAlphabet and Meta According to the Seeking Alpha Authors Rating and Wall Street Analysts RatingAs according to the Seeking Alpha Quant Rating, Alphabet is currently a strong buy and Meta a hold. The Seeking Alpha Authors rate both companies as a buy while the Wall Street Analysts rate Alphabet as a strong buy and Meta as a buy.Source: Seeking AlphaRisksOne of the main risk factors I see for both Alphabet and Meta is the fact that the largest portion of the companies' business results depend on advertising.When taking a closer look at Alphabet, it can be highlighted that80%of the company's revenue is generated by its business unit Google Advertising. However, Alphabet's other business units are becoming more and more important (in 2Q22, Google Cloud accounted for 9% of Alphabet's total revenue while it was only 7.5% in the same quarter of the year before).While having a deeper look into Meta's business, we find that its dependency on advertising is even higher than that of its competitor:98%of the company's revenue is generated by advertising from Facebook and Instagram.This comparison of the companies' advertising dependency indicates that a reduction in customer spending on marketing would impact Meta's business to a higher amount than it would affect Alphabet. Meta's significantly higher dependence on advertising contributes to the fact that I see an investment in Alphabet as being less risky.Another additional risk factor when investing in Meta is the company's high spending to build the metaverse. In 2021 alone, the company spent about$10 billionthrough its Reality Labs division in order to build the metaverse. This amount is five times higher than what the company paid to buyOculus VR business in 2014and 10 times higher than the amountit paid to buy Instagramback in 2012. Although the investments could pay off in the future, they currently represent a risk for the shareholders due to the fact that the success of this project is not yet foreseeable.Additionally, I see the effect that data privacy will continue to have on the operating results of Meta as an additional risk factor for the company. At the beginning of this year, Alphabet announced new privacy restrictions which cut tracking across apps on its Android devices, following a similar move to Apple (NASDAQ:AAPL). This resulted in a decrease of Meta's revenue by about$10 billion.Summarizing, I see Alphabet as the lower-risk investment when compared with Meta, which once again underlines my thoughts on picking Alphabet out of the two. This lower risk also contributes to the fact that I would overweight the Alphabet position in an investment portfolio. On the other hand, the higher risk factors concerning Meta, contribute to my opinion of giving the company a small position in a long-term investment portfolio.The Bottom LineI consider the valuation of both Alphabet and Meta to currently be very appealing. However, when considering risk and reward, I came to the conclusion of selecting Alphabet over Meta. My opinion is based on the following facts and thoughts:Alphabet's ROE of 29.22% is higher than the one of Meta (25.48%), implying that Alphabet is even more efficient in converting its equity financing into profits. Furthermore, Alphabet's Average EBIT Growth Rate [CAGR] over the last three years of 33.92% is also higher than the one of Meta (which has an EBIT Growth Rate [CAGR] of 22.80% over the same period).Alphabet's higher brand value ($263,425M as compared to Meta's $101,201M), as well as its higher cash position ($124,997M in Total Cash & ST Investments vs. $40,489M) and higher credit rating (Aa2 credit rating by Moody's compared to A1) additionally support my investment thesis to select the company over Meta.My opinion is further underlined by the rating of the HQC Scorecard in which Alphabet scores 91/100 points while Meta scores 80/100. Additionally, the theory is strengthened by the results of the Seeking Alpha Quant Ranking, where Alphabet is ranked 2nd in the Interactive Media and Services Industry while Meta is 14th (both out of 61).When it comes to risk, I also see Alphabet as being ahead of Meta. Alphabet is less dependent on its advertising business: while 98% of Meta's revenue is from Facebook and Instagram advertising, Alphabet generates about 80% of its revenue from advertising. Furthermore, Alphabet is becoming more independent from its advertising business through the increasing revenue of its cloud business. In addition to that, Meta's high spending in the metaverse implies an additional risk factor for the Meta shareholder.The investment thesis of selecting Alphabet over Meta is also reflected in my own personal long-term investment portfolio, in which Alphabet holds one of my largest positions, while Meta only has a small position. My investment decision has been based on the fact that I consider Alphabet to be significantly more attractive than Meta in terms of risk and reward.Which is your favorite out of Alphabet and Meta?","news_type":1},"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918422339,"gmtCreate":1664437069722,"gmtModify":1676537455247,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"I would agree on Nike, I must say 👍","listText":"I would agree on Nike, I must say 👍","text":"I would agree on Nike, I must say 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918422339","repostId":"2270628738","repostType":2,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918807517,"gmtCreate":1664348659039,"gmtModify":1676537438150,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Not too sure about Netflix now, but apple is definitely worth investing.&nbsp;","listText":"Not too sure about Netflix now, but apple is definitely worth investing.&nbsp;","text":"Not too sure about Netflix now, but apple is definitely worth investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918807517","repostId":"2270270609","repostType":2,"repost":{"id":"2270270609","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1664342760,"share":"https://ttm.financial/m/news/2270270609?lang=&edition=fundamental","pubTime":"2022-09-28 13:26","market":"us","language":"en","title":"The 10 Hottest Stocks for the Long Haul","url":"https://stock-news.laohu8.com/highlight/detail?id=2270270609","media":"Dow Jones","summary":"Despite tumbles this year, Amazon.com, Nvidia, and Netflix are the top-performing stocks over the pa","content":"<html><head></head><body><p>Despite tumbles this year, Amazon.com, Nvidia, and Netflix are the top-performing stocks over the past three decades, highlighting the value of holding top-quality names regardless of the short-term challenges companies face.</p><p>The tally is based on analysis by Charlie Bilello, the founder of Compound Capital Advisors, who posted his figures on Twitter. Barron&#39;s updated the figures through Sept. 23 using Bloomberg data.</p><p>The results are based on stock performance since the beginning of 1990, or the company&#39;s initial public offering date, if the IPO was more recent. It includes companies public for at least 20 years.</p><p>In addition to Amazon.com (ticker: AMZN), the best performer, both household names and some less well-known stocks made the ranking of the 10 hottest stocks. The list features Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Monster Beverage <a href=\"https://laohu8.com/S/MNST\">$(MNST)$</a>, Jack Henry <a href=\"https://laohu8.com/S/JKHY\">$(JKHY)$</a>, Pool Corp. <a href=\"https://laohu8.com/S/POOL\">$(POOL)$</a>, ResMed <a href=\"https://laohu8.com/S/RMD\">$(RMD)$</a>, Microchip Technology <a href=\"https://laohu8.com/S/MCHP\">$(MCHP)$</a>, and O&#39;Reilly Automotive <a href=\"https://laohu8.com/S/ORLY\">$(ORLY)$</a>.</p><p>Amazon.com achieved a 33.4% annualized return since its 1997 IPO, as its stock price has risen to $116 from a split-adjusted price of 7.5 cents, marking a roughly 1,500-fold gain. Amazon earlier this year split its stock 20 for one, its fourth such move since going public. Its stock is down 31% this year, compared with a loss of 23% for the S&amp;P 500.</p><p>Nvidia is second with a 30.4% annualized return since its 1999 IPO despite dropping 58% this year to near $124. It is one of the 10 worst-performing stocks in the S&amp;P 500 in 2022. Netflix is down even more this year, falling 63% to near $224, but it still has gained 29.9% annually since its 2002 IPO.</p><p>By comparison, the S&amp;P 500 is up 9.7% a year since the end of 1989 and just 6% annually since the start of 2000, when the tech bubble was peaking.</p><p>The showings for Netflix and Nvidia illustrate that big winners over the long term can experience swoons along the way.</p><p>Another great long-term performer, Berkshire Hathaway, has returned 12.4% annually since Dec. 31, 1989, and 9% a year since the beginning of 2000, a strong result but not good enough to make the list. Berkshire has risen 20.1% annually since CEO Warren Buffett took control of the company in 1965, but most of that outperformance came in the first four decades of Buffett&#39;s tenure, when his superior stock picking led to enormous gains.</p><p>Apple has matched Berkshire&#39;s long-term record since 1990 with a 21.5% annualized return. Its stock has risen to $150 from a split-adjusted price of 31 cents. The iPhone maker went public in 1980 and has compounded at nearly 20% annually since then.</p><p><img src=\"https://static.tigerbbs.com/e42cb3ba7f57732b9ec90733d11dcb77\" tg-width=\"779\" tg-height=\"602\" width=\"100%\" height=\"auto\"/></p><p>Many of the long-term winners are outside the technology sector, which has been the biggest wealth creator in the stock market in the past 20 years.</p><p>Pool Corp., the subject of a recent favorable Barron&#39;s article, has expanded steadily through acquisitions to become the dominant national provider of swimming-pool supplies. It also does repair and maintenance work.</p><p>Monster Beverage, a leading maker of energy drinks, went public when its predecessor company, Hansen Foods, did a reverse merger with a public shell company in 1992.</p><p>O&#39;Reilly Automotive, an auto-parts retailer, has scored since its 1993 IPO. Its chief rivals, AutoZone <a href=\"https://laohu8.com/S/AZO\">$(AZO)$</a> and Advance Auto Parts <a href=\"https://laohu8.com/S/AAP\">$(AAP)$</a>, also have been big long-term gainers. They dominate the sector.</p><p>Jack Henry has scored by providing technology and other services to financial companies, while ResMed produces medical devices for conditions like sleep apnea and offers software services to the healthcare industry. Microchip Technology is a producer of a range of analog semiconductors and other chips.</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>The 10 Hottest Stocks for the Long Haul</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe 10 Hottest Stocks for the Long Haul\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-28 13:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Despite tumbles this year, Amazon.com, Nvidia, and Netflix are the top-performing stocks over the past three decades, highlighting the value of holding top-quality names regardless of the short-term challenges companies face.</p><p>The tally is based on analysis by Charlie Bilello, the founder of Compound Capital Advisors, who posted his figures on Twitter. Barron&#39;s updated the figures through Sept. 23 using Bloomberg data.</p><p>The results are based on stock performance since the beginning of 1990, or the company&#39;s initial public offering date, if the IPO was more recent. It includes companies public for at least 20 years.</p><p>In addition to Amazon.com (ticker: AMZN), the best performer, both household names and some less well-known stocks made the ranking of the 10 hottest stocks. The list features Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Netflix <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a>, Monster Beverage <a href=\"https://laohu8.com/S/MNST\">$(MNST)$</a>, Jack Henry <a href=\"https://laohu8.com/S/JKHY\">$(JKHY)$</a>, Pool Corp. <a href=\"https://laohu8.com/S/POOL\">$(POOL)$</a>, ResMed <a href=\"https://laohu8.com/S/RMD\">$(RMD)$</a>, Microchip Technology <a href=\"https://laohu8.com/S/MCHP\">$(MCHP)$</a>, and O&#39;Reilly Automotive <a href=\"https://laohu8.com/S/ORLY\">$(ORLY)$</a>.</p><p>Amazon.com achieved a 33.4% annualized return since its 1997 IPO, as its stock price has risen to $116 from a split-adjusted price of 7.5 cents, marking a roughly 1,500-fold gain. Amazon earlier this year split its stock 20 for one, its fourth such move since going public. Its stock is down 31% this year, compared with a loss of 23% for the S&amp;P 500.</p><p>Nvidia is second with a 30.4% annualized return since its 1999 IPO despite dropping 58% this year to near $124. It is one of the 10 worst-performing stocks in the S&amp;P 500 in 2022. Netflix is down even more this year, falling 63% to near $224, but it still has gained 29.9% annually since its 2002 IPO.</p><p>By comparison, the S&amp;P 500 is up 9.7% a year since the end of 1989 and just 6% annually since the start of 2000, when the tech bubble was peaking.</p><p>The showings for Netflix and Nvidia illustrate that big winners over the long term can experience swoons along the way.</p><p>Another great long-term performer, Berkshire Hathaway, has returned 12.4% annually since Dec. 31, 1989, and 9% a year since the beginning of 2000, a strong result but not good enough to make the list. Berkshire has risen 20.1% annually since CEO Warren Buffett took control of the company in 1965, but most of that outperformance came in the first four decades of Buffett&#39;s tenure, when his superior stock picking led to enormous gains.</p><p>Apple has matched Berkshire&#39;s long-term record since 1990 with a 21.5% annualized return. Its stock has risen to $150 from a split-adjusted price of 31 cents. The iPhone maker went public in 1980 and has compounded at nearly 20% annually since then.</p><p><img src=\"https://static.tigerbbs.com/e42cb3ba7f57732b9ec90733d11dcb77\" tg-width=\"779\" tg-height=\"602\" width=\"100%\" height=\"auto\"/></p><p>Many of the long-term winners are outside the technology sector, which has been the biggest wealth creator in the stock market in the past 20 years.</p><p>Pool Corp., the subject of a recent favorable Barron&#39;s article, has expanded steadily through acquisitions to become the dominant national provider of swimming-pool supplies. It also does repair and maintenance work.</p><p>Monster Beverage, a leading maker of energy drinks, went public when its predecessor company, Hansen Foods, did a reverse merger with a public shell company in 1992.</p><p>O&#39;Reilly Automotive, an auto-parts retailer, has scored since its 1993 IPO. Its chief rivals, AutoZone <a href=\"https://laohu8.com/S/AZO\">$(AZO)$</a> and Advance Auto Parts <a href=\"https://laohu8.com/S/AAP\">$(AAP)$</a>, also have been big long-term gainers. They dominate the sector.</p><p>Jack Henry has scored by providing technology and other services to financial companies, while ResMed produces medical devices for conditions like sleep apnea and offers software services to the healthcare industry. Microchip Technology is a producer of a range of analog semiconductors and other chips.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161125":"标普500","SDS":"两倍做空标普500ETF","BK4170":"电脑硬件、储存设备及电脑周边","BRK.A":"伯克希尔","SPY":"标普500ETF","BRK.B":"伯克希尔B","BK4529":"IDC概念","BK4176":"多领域控股","AMZN":"亚马逊","ORLY":"奥莱利","BK4106":"数据处理与外包服务","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","BK4554":"元宇宙及AR概念","JKHY":"杰克亨利","OEF":"标普100指数ETF-iShares","AZO":"汽车地带","BK4108":"电影和娱乐","BK4571":"数字音乐概念","BK7007":"医疗保健设备","BK4177":"软饮料","BK4214":"汽车零售","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4159":"经销商","BK4566":"资本集团","BK4575":"芯片概念","UPRO":"三倍做多标普500ETF","BK4082":"医疗保健设备","BK4535":"淡马锡持仓","SSO":"两倍做多标普500ETF","AAPL":"苹果","MNST":"怪物饮料","BK4527":"明星科技股","BK4501":"段永平概念","BK4543":"AI","BK4579":"人工智能","BK4550":"红杉资本持仓","RMD":"瑞思迈","NFLX":"奈飞","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AAP":"Advance Auto Parts Inc","BK7501":"新冠治疗股","BK4551":"寇图资本持仓","BK4573":"虚拟现实","MCHP":"微芯科技","QNETCN":"纳斯达克中美互联网老虎指数","NVDA":"英伟达","BK4512":"苹果概念"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270270609","content_text":"Despite tumbles this year, Amazon.com, Nvidia, and Netflix are the top-performing stocks over the past three decades, highlighting the value of holding top-quality names regardless of the short-term challenges companies face.The tally is based on analysis by Charlie Bilello, the founder of Compound Capital Advisors, who posted his figures on Twitter. Barron's updated the figures through Sept. 23 using Bloomberg data.The results are based on stock performance since the beginning of 1990, or the company's initial public offering date, if the IPO was more recent. It includes companies public for at least 20 years.In addition to Amazon.com (ticker: AMZN), the best performer, both household names and some less well-known stocks made the ranking of the 10 hottest stocks. The list features Apple $(AAPL)$, Nvidia $(NVDA)$, Netflix $(NFLX)$, Monster Beverage $(MNST)$, Jack Henry $(JKHY)$, Pool Corp. $(POOL)$, ResMed $(RMD)$, Microchip Technology $(MCHP)$, and O'Reilly Automotive $(ORLY)$.Amazon.com achieved a 33.4% annualized return since its 1997 IPO, as its stock price has risen to $116 from a split-adjusted price of 7.5 cents, marking a roughly 1,500-fold gain. Amazon earlier this year split its stock 20 for one, its fourth such move since going public. Its stock is down 31% this year, compared with a loss of 23% for the S&P 500.Nvidia is second with a 30.4% annualized return since its 1999 IPO despite dropping 58% this year to near $124. It is one of the 10 worst-performing stocks in the S&P 500 in 2022. Netflix is down even more this year, falling 63% to near $224, but it still has gained 29.9% annually since its 2002 IPO.By comparison, the S&P 500 is up 9.7% a year since the end of 1989 and just 6% annually since the start of 2000, when the tech bubble was peaking.The showings for Netflix and Nvidia illustrate that big winners over the long term can experience swoons along the way.Another great long-term performer, Berkshire Hathaway, has returned 12.4% annually since Dec. 31, 1989, and 9% a year since the beginning of 2000, a strong result but not good enough to make the list. Berkshire has risen 20.1% annually since CEO Warren Buffett took control of the company in 1965, but most of that outperformance came in the first four decades of Buffett's tenure, when his superior stock picking led to enormous gains.Apple has matched Berkshire's long-term record since 1990 with a 21.5% annualized return. Its stock has risen to $150 from a split-adjusted price of 31 cents. The iPhone maker went public in 1980 and has compounded at nearly 20% annually since then.Many of the long-term winners are outside the technology sector, which has been the biggest wealth creator in the stock market in the past 20 years.Pool Corp., the subject of a recent favorable Barron's article, has expanded steadily through acquisitions to become the dominant national provider of swimming-pool supplies. It also does repair and maintenance work.Monster Beverage, a leading maker of energy drinks, went public when its predecessor company, Hansen Foods, did a reverse merger with a public shell company in 1992.O'Reilly Automotive, an auto-parts retailer, has scored since its 1993 IPO. Its chief rivals, AutoZone $(AZO)$ and Advance Auto Parts $(AAP)$, also have been big long-term gainers. They dominate the sector.Jack Henry has scored by providing technology and other services to financial companies, while ResMed produces medical devices for conditions like sleep apnea and offers software services to the healthcare industry. Microchip Technology is a producer of a range of analog semiconductors and other chips.","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918175060,"gmtCreate":1664345492951,"gmtModify":1676537437668,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thank you for the article.","listText":"Thank you for the article.","text":"Thank you for the article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918175060","repostId":"2269192370","repostType":2,"repost":{"id":"2269192370","kind":"highlight","pubTimestamp":1663711838,"share":"https://ttm.financial/m/news/2269192370?lang=&edition=fundamental","pubTime":"2022-09-21 06:10","market":"other","language":"en","title":"Robust tourism demand keeps SIA a 'buy': KGI Research","url":"https://stock-news.laohu8.com/highlight/detail?id=2269192370","media":"Samantha Chiew","summary":"The resumption of tourism and large events in Singapore is expected to give SIA a much needed boost. ","content":"<html><body><p><img src=\"https://edgemarkets-transferred.s3-ap-southeast-1.amazonaws.com/Singapore+Airlines_9.jpg\"/> The resumption of tourism and large events in Singapore is expected to give SIA a much needed boost. </p><p>Thanks to the post-Covid boom in the tourism sector, KGI Research is keeping its “buy” call on Singapore Airlines (SIA) with a target price of $5.50. KGI also has an entry price of $5.28 and a stop loss price of $5.17. It has also noted that Bloomberg consensus average 12-month target price is $5.86 for SIA.</p>\n<p>According to statistics by the Singapore Tourism Board (STB), there has been an exponential increase in visitor arrivals this year. This increase was thanks to the reopening of Singapore’s borders to vaccinated travellers without quarantine in April.</p>\n<p>Between January and August this year, there were a total of about 2.96 million visitors, a y-o-y increase of 1,833% as compared to the same period in 2021. In August alone, Singapore welcomed approximately 729,000 visitors. However, this sentiment may be slowing down as visitor growth only saw a slight increase of 2,000 visitors from July to August.</p>\n<p>With the travel resumption, SIA has benefited from the growth in passenger traffic. It more than doubled its monthly available seat kilometres and boosted the number of passengers it flew by more than ten-fold. “With both business and leisure travellers increasing, the airline will have to manage resources and manning shortages well,” says KGI, as labour issues plague several industries in Singapore.</p>\n<p>Nonetheless, KGI believes that aviation will continue to recover as it sees more borders opening up and people take advantage of their freedom to travel.</p>\n<p>Additionally, with the upcoming events to be held in Singapore and the year-end holiday season coming up, the research house expects travel demand to remain robust for the rest of the year.</p>\n<p>To be sure, STB is expecting the events industry at large to post a strong recovery this year. Already, the Singapore Grand Prix F1 Race 2022 is back after a two year hiatus. Happening from Sept 23 to Oct 2, this is one of Singapore’s largest global events, as historical data shows that around 40% of those attending the race are from overseas, while the attendance for the race days can range between 250,000 to 300,000. According to STB, since its debut in 2008, the race has generated more than $1.5 billion in incremental tourism receipts and attracted more than 550,000 unique international visitors.</p>\n<p>Meanwhile, STB is also expecting the meetings, incentives, conventions and exhibitions (MICE) industry to see a comeback, expecting a full recovery for the MICE sector in two to three years. Already, STB boasts a strong pipeline of events for the rest of this year, including some of its large events such as Food and Hotel Asia (FHA), World Cities Summit, Asia CEO Summit and more.</p>\n<p><strong>SIA’s growth intact</strong></p>\n<p>The SIA Group has over 20 subsidiaries, covering a range of airline-related services, from cargo to engine overhaul. Its subsidiaries also include SIA Engineering Company, Scoot, Tiger Airways, Singapore Flying College and Tradewinds Tours and Travel. Principal activities of the group consist of air transportation, engineering services and other airline related activities.</p>\n<p>In its latest 1QFY2023 ended June, the local carrier recorded net profit of $370 million, bouncing back from a $409 million loss in the previous year, thanks to the sharp revival in travel demand following borders reopening. Additionally, SIA’s operating statistics showed significant m-o-m passenger traffic growth since April, with August seeing a tapered increase.</p>\n<p>As at 2.10pm, shares in SIA are trading at $5.30.</p>\n<p><em>Photo: Bloomberg</em></p>\n</body></html>","source":"edge_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Robust tourism demand keeps SIA a 'buy': KGI Research</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\">\nRobust tourism demand keeps SIA a 'buy': KGI Research\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-21 06:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.theedgesingapore.com/capital/brokers-calls/robust-tourism-demand-keeps-sia-buy-kgi-research?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS><strong>Samantha Chiew</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The resumption of tourism and large events in Singapore is expected to give SIA a much needed boost. Thanks to the post-Covid boom in the tourism sector, KGI Research is keeping its “buy” call on ...</p>\n\n<a href=\"https://www.theedgesingapore.com/capital/brokers-calls/robust-tourism-demand-keeps-sia-buy-kgi-research?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://www.theedgesingapore.com/capital/brokers-calls/robust-tourism-demand-keeps-sia-buy-kgi-research?utm_source=Blog&utm_medium=RSS&utm_campaign=Tiger_Brokers_app_RSS","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269192370","content_text":"The resumption of tourism and large events in Singapore is expected to give SIA a much needed boost. Thanks to the post-Covid boom in the tourism sector, KGI Research is keeping its “buy” call on Singapore Airlines (SIA) with a target price of $5.50. KGI also has an entry price of $5.28 and a stop loss price of $5.17. It has also noted that Bloomberg consensus average 12-month target price is $5.86 for SIA.\nAccording to statistics by the Singapore Tourism Board (STB), there has been an exponential increase in visitor arrivals this year. This increase was thanks to the reopening of Singapore’s borders to vaccinated travellers without quarantine in April.\nBetween January and August this year, there were a total of about 2.96 million visitors, a y-o-y increase of 1,833% as compared to the same period in 2021. In August alone, Singapore welcomed approximately 729,000 visitors. However, this sentiment may be slowing down as visitor growth only saw a slight increase of 2,000 visitors from July to August.\nWith the travel resumption, SIA has benefited from the growth in passenger traffic. It more than doubled its monthly available seat kilometres and boosted the number of passengers it flew by more than ten-fold. “With both business and leisure travellers increasing, the airline will have to manage resources and manning shortages well,” says KGI, as labour issues plague several industries in Singapore.\nNonetheless, KGI believes that aviation will continue to recover as it sees more borders opening up and people take advantage of their freedom to travel.\nAdditionally, with the upcoming events to be held in Singapore and the year-end holiday season coming up, the research house expects travel demand to remain robust for the rest of the year.\nTo be sure, STB is expecting the events industry at large to post a strong recovery this year. Already, the Singapore Grand Prix F1 Race 2022 is back after a two year hiatus. Happening from Sept 23 to Oct 2, this is one of Singapore’s largest global events, as historical data shows that around 40% of those attending the race are from overseas, while the attendance for the race days can range between 250,000 to 300,000. According to STB, since its debut in 2008, the race has generated more than $1.5 billion in incremental tourism receipts and attracted more than 550,000 unique international visitors.\nMeanwhile, STB is also expecting the meetings, incentives, conventions and exhibitions (MICE) industry to see a comeback, expecting a full recovery for the MICE sector in two to three years. Already, STB boasts a strong pipeline of events for the rest of this year, including some of its large events such as Food and Hotel Asia (FHA), World Cities Summit, Asia CEO Summit and more.\nSIA’s growth intact\nThe SIA Group has over 20 subsidiaries, covering a range of airline-related services, from cargo to engine overhaul. Its subsidiaries also include SIA Engineering Company, Scoot, Tiger Airways, Singapore Flying College and Tradewinds Tours and Travel. Principal activities of the group consist of air transportation, engineering services and other airline related activities.\nIn its latest 1QFY2023 ended June, the local carrier recorded net profit of $370 million, bouncing back from a $409 million loss in the previous year, thanks to the sharp revival in travel demand following borders reopening. Additionally, SIA’s operating statistics showed significant m-o-m passenger traffic growth since April, with August seeing a tapered increase.\nAs at 2.10pm, shares in SIA are trading at $5.30.\nPhoto: Bloomberg","news_type":1},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918023297,"gmtCreate":1664287648919,"gmtModify":1676537426016,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","listText":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","text":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918023297","repostId":"2270287714","repostType":2,"repost":{"id":"2270287714","kind":"highlight","pubTimestamp":1664291808,"share":"https://ttm.financial/m/news/2270287714?lang=&edition=fundamental","pubTime":"2022-09-27 23:16","market":"us","language":"en","title":"Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287714","media":"Motley Fool","summary":"Microsoft, ASML, and Magnite deserve to head higher.","content":"<html><head></head><body><p>If you&#39;d invested $5,000 in an <b>S&amp;P 500</b> index fund 10 years ago, your investment would be worth around $12,500 today. That&#39;s a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.</p><p>For example, a $5,000 investment in <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called <b>Alphabet</b>) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.</p><h2>1. The cloud play: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it&#39;s a popular choice for companies (particularly retailers) that directly compete against Amazon&#39;s other businesses.</p><p>Microsoft also represents a more straightforward play on the growing cloud market because it isn&#39;t burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.</p><p>Microsoft&#39;s expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.</p><h2>2. The chip play: <a href=\"https://laohu8.com/S/ASML\">ASML Holding</a></h2><p>For investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, <b>ASML Holding </b>(ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world&#39;s smallest and densest chips.</p><p>ASML&#39;s top customers include the three most advanced chip foundries in the world: <b>Taiwan Semiconductor Manufacturing</b>, <b>Samsung</b>, and<b> Intel</b>. Most fabless chipmakers -- such as <b>Advanced Micro Devices</b>, <b>Nvidia</b>, and <b>Qualcomm</b> -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML&#39;s machines.</p><p>ASML&#39;s monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.</p><h2>3. The ad-tech play: <a href=\"https://laohu8.com/S/MGNI\">Magnite</a></h2><p><b>Magnite</b> (MGNI) is the world&#39;s largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn&#39;t be confused with demand-side platforms like <b>The Trade Desk</b>, help publishers manage and sell their own ad inventories.</p><p>Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.</p><p>Magnite&#39;s acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.</p><p>Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite&#39;s stock remains deeply undervalued at less than two times this year&#39;s sales and five times its adjusted EBITDA.</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>Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term</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\">\nGot $5,000? 3 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","MSFT":"微软","MGNI":"Magnite, Inc."},"source_url":"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287714","content_text":"If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.For example, a $5,000 investment in Amazon  would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called Alphabet) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.1. The cloud play: MicrosoftMicrosoft owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it's a popular choice for companies (particularly retailers) that directly compete against Amazon's other businesses.Microsoft also represents a more straightforward play on the growing cloud market because it isn't burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.Microsoft's expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.2. The chip play: ASML HoldingFor investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, ASML Holding (ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world's smallest and densest chips.ASML's top customers include the three most advanced chip foundries in the world: Taiwan Semiconductor Manufacturing, Samsung, and Intel. Most fabless chipmakers -- such as Advanced Micro Devices, Nvidia, and Qualcomm -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML's machines.ASML's monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.3. The ad-tech play: MagniteMagnite (MGNI) is the world's largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn't be confused with demand-side platforms like The Trade Desk, help publishers manage and sell their own ad inventories.Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.Magnite's acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite's stock remains deeply undervalued at less than two times this year's sales and five times its adjusted EBITDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911015753,"gmtCreate":1664085837872,"gmtModify":1676537388946,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Will watch out for these.&nbsp; Thanks.&nbsp;","listText":"Will watch out for these.&nbsp; Thanks.&nbsp;","text":"Will watch out for these. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911015753","repostId":"2269415302","repostType":2,"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913430061,"gmtCreate":1664039083353,"gmtModify":1676537382231,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Now is a good time to buy, but must be able to hold for a while.&nbsp; Is that right?&nbsp;","listText":"Now is a good time to buy, but must be able to hold for a while.&nbsp; Is that right?&nbsp;","text":"Now is a good time to buy, but must be able to hold for a while. Is that right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9913430061","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4108":"电影和娱乐","DIS":"迪士尼","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4504":"桥水持仓","BK4524":"宅经济概念","BK4155":"大卖场与超市","BK4535":"淡马锡持仓","BK4114":"综合货品商店","BK4136":"纸材料包装","BK4538":"云计算","BK4577":"网络游戏","MSFT":"微软","BK4527":"明星科技股","BK4503":"景林资产持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","SBUX":"星巴克","WMT":"沃尔玛","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4581":"高盛持仓","TGT":"塔吉特","YUM":"百胜餐饮集团","BK4209":"餐馆","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","COST":"好市多","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"Yes, hold a few years.","text":"Yes, hold a few years.","html":"Yes, hold a few years."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913319293,"gmtCreate":1663909320413,"gmtModify":1676537361787,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913319293","repostId":"2269207122","repostType":2,"repost":{"id":"2269207122","kind":"news","pubTimestamp":1663895275,"share":"https://ttm.financial/m/news/2269207122?lang=&edition=fundamental","pubTime":"2022-09-23 09:07","market":"us","language":"en","title":"Google Vs. Tesla: Which Stock Has A Better Forecast?","url":"https://stock-news.laohu8.com/highlight/detail?id=2269207122","media":"Seeking Alpha","summary":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both ","content":"<html><head></head><body><h2>Summary</h2><ul><li>Mega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.</li><li>Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?</li><li>What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/812c50e2c662e1a9de13588ada8420bf\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/><span>gorodenkoff</span></p><h2>Article Thesis</h2><p>Mega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we&#39;ll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.</p><h2>How Did Tesla And Google Perform Following Their Recent Stock Splits?</h2><p>Both companies split their shares not too long ago, in a bid to bring down their share prices to a more &#34;normal&#34; level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caa75f6003a8a5d8ae349b6c8fe75231\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>So far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla&#39;s shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn&#39;t a great investment approach anyway.</p><h2>Competitors In The Self-Driving Automobile Realm</h2><p>The two companies aren&#39;t competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.</p><p>Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.</p><p>No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.</p><p>The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6b26f22348c751bc1e1839280d47756\" tg-width=\"640\" tg-height=\"768\" referrerpolicy=\"no-referrer\"/><span>ca.gov</span></p><p>We see that Google&#39;s Waymo holds the permit in both groups, as do Nuro and GM&#39;s (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is &#34;nothing special&#34;. Many of Tesla&#39;s peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.</p><p>From a regulatory viewpoint, Alphabet&#39;s offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.</p><p>While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet&#39;s apps.</p><p>Of course, there is no guarantee that Alphabet&#39;s lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.</p><h2>Alphabet And Tesla Stock Key Metrics</h2><p>Both companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.</p><p>Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c39d06b8d89aa8f183775878ff7fc9d\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Alphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company&#39;s ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet&#39;s free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.</p><p>The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That&#39;s why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet&#39;s side.</p><p>Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/674770fc1359e36cc518d1501437fa47\" tg-width=\"1280\" tg-height=\"892\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>Tesla has a $16 billion net cash position, which is quite solid. But that&#39;s less than 2% of Tesla&#39;s market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet&#39;s market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet&#39;s more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash &#34;safety net&#34; much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla&#39;s models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.</p><p>When we account for the net cash positions of both companies, Alphabet&#39;s undemanding valuation drops to an even lower level:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52a566129c9826a9725931bb8bff600d\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/><span>Data by YCharts</span></p><p>At just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet&#39;s EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.</p><h2>Is Alphabet Or Tesla The Better Long-Term Buy?</h2><p>Some Tesla bulls mainly are in it for Tesla&#39;s self-driving potential. I don&#39;t think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn&#39;t be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.</p><p>The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn&#39;t very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it&#39;s not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.</p><p>This article is written by Jonathan Weber for reference only.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Vs. Tesla: Which Stock Has A Better Forecast?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle Vs. Tesla: Which Stock Has A Better Forecast?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-23 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they ...</p>\n\n<a href=\"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","TSLA":"特斯拉","GOOG":"谷歌"},"source_url":"https://seekingalpha.com/article/4542480-google-vs-tesla-which-stock-better-forecast","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269207122","content_text":"SummaryMega-cap stocks are well-liked among investors. Both GOOG and TSLA belong to that group.Both have done a stock split recently and both compete in the self-driving automobile space. How do they compare?What about their valuations, recession resilience, balance sheet strength, and cash flow? Which company looks like the better choice at current prices?gorodenkoffArticle ThesisMega-caps have been popular among investors, and rightfully so. They have offered compelling returns in the past and are highly liquid. Two of those are active in the emerging autonomous driving space: Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) via its Waymo subsidiary, and Tesla (NASDAQ:TSLA), via its Autopilot/FSD program. In this article, we'll look at the opportunities and risks of both companies to see which one is a more promising investment at current prices.How Did Tesla And Google Perform Following Their Recent Stock Splits?Both companies split their shares not too long ago, in a bid to bring down their share prices to a more \"normal\" level. Potential index inclusion in the Dow Jones, which is price-weighted, likely also played a role in their decisions to split their shares.Data by YChartsSo far this year, both companies have seen their shares drop, with TSLA being down 12% while GOOG is down almost 30% in 2022. Alphabet split its shares in mid-July and has declined slightly since then, while Tesla split its shares in early August. Prior to that stock split, Tesla's shares experienced a run-up, but since then, they moved mostly sideways. From a near-term share price perspective, these stock splits were thus not successful, but buying purely due to a stock split isn't a great investment approach anyway.Competitors In The Self-Driving Automobile RealmThe two companies aren't competitors with everything they do, as Alphabet is mostly an online advertising company, while Tesla primarily is a car manufacturer. Nevertheless, the two compete in a prominent, fast-growing, and potentially very promising (in an economic sense) area, which is self-driving automobile technology.Alphabet has been active in this space for quite some time via its Waymo subsidiary. Tesla has ambitious goals in this space as well, which it pursues via its self-driving tech program Autopilot/FSD.No one knows when the first automobile with Level 5 self-driving technology will be available, or which company will produce it. But it is pretty clear that there are some companies that are in strong positions today and that could be important contenders for that title.The following image shows a list of companies that have been approved for testing their vehicles in California without a driver. Some of those companies are even allowed to deploy their tech in the state:ca.govWe see that Google's Waymo holds the permit in both groups, as do Nuro and GM's (GM) Cruise. It seems reasonable to me to assume that the companies with the most advantaged permits are the companies with the most advantaged tech. A couple of other companies are allowed to test their tech in vehicles without a driver, including WeRide and Zoox. Notably, Tesla is not among these companies. It holds a permit to test its technology in California, but only in vehicles with a driver. A total of 50 companies hold that permit according to the government website, thus we can say that holding this permit is \"nothing special\". Many of Tesla's peers, including Mercedes-Benz (OTCPK:MBGYY) and NIO (NIO), hold the same permit.From a regulatory viewpoint, Alphabet's offering in this space seems way more advantaged -- it stands out among the dozens of companies that are active in self-driving tech, while Tesla seems to be in the middle of the pack. The same holds true when we look at commercialization.While Tesla demands money from buyers of its tech even though that is only in beta testing, it is not allowed to commercialize it in a robo-taxi way. Waymo, on the other hand, has deployed its self-driving taxis in several cities including San Francisco, where riders can book rides via Alphabet's apps.Of course, there is no guarantee that Alphabet's lead will hold. It is possible that Tesla eventually manages to hit a home run with its tech. But to me, it does not look like this is the most likely scenario -- it seems more reasonable (to me) to assume that the current leaders with the most advantaged projects will continue to hold their leadership position in this space.Alphabet And Tesla Stock Key MetricsBoth companies have seen their shares drop back this year, which means that their valuations have compressed. In other words, both stocks are cheaper today than they were at the beginning of the year, although that does not necessarily mean that they are cheap in absolute terms.Looking at the earnings multiple for the current year, Alphabet seems quite inexpensive, while Tesla still trades at a premium valuation:Data by YChartsAlphabet is trading at less than 20x forward net profit, for an earnings yield of 5%. Tesla is trading at around 3.5x that valuation, as its earnings yield is in the 1.5% range as its earnings multiple still is north of 70. Of course, one can argue that free cash flows are even more important than net profits. After all, dividends and buybacks are financed with (free) cash, and debt reduction, acquisitions, etc. also depend on a company's ability to throw off cash. In that regard, Alphabet looks even better relative to Tesla. Alphabet's free cash flows are relatively comparable to its net profits, as the trailing free cash flow yield is in the 5% range as well.The same does not hold true for Tesla, as its free cash flow yield of not even 0.7% is just half as high as its earnings yield. The big discrepancy can be explained by the capital-intense nature of the automobile industry. Factories need to be built and retooled regularly, the companies in this space need large amounts of working capital for unfinished products, raw materials, and so on. That's why free cash generation generally is weak in the automobile space, thus this is not a Tesla-specific issue. Instead, Tesla is just performing in line with other automobile companies that have weak cash generation. Alphabet does not need to spend heavily on raw materials, factories, factory retooling, and so on. Its business model is much more shareholder-friendly as operations can be scaled up efficiently without large capital expenditure requirements -- letting users stream one more video on YouTube or see one more ad on Google does not require any meaningful cash outlays on Alphabet's side.Not only does Alphabet look much cheaper than Tesla, but its way stronger free cash generation has also resulted in a way better balance sheet.Data by YChartsTesla has a $16 billion net cash position, which is quite solid. But that's less than 2% of Tesla's market capitalization. Meanwhile, GOOG has a net cash position of $112 billion, which is 7x as much as what Tesla has, and which is equal to more than 8% of Alphabet's market capitalization. Alphabet thus has much more financial firepower for shareholder returns, e.g. via buybacks, for acquisitions, and last but not least, its huge net cash position reduces risks considerably. In case we see a steep global economic downturn, Alphabet's more than $100 billion in net cash insulates the company very well from financial troubles, while Tesla would be more exposed -- not only is its cash \"safety net\" much smaller, but the automobile industry is also more cyclical and vulnerable to recessions relative to the software and communication services industries. In recent weeks we possibly got a glimpse of that, as delivery times for many of Tesla's models declined to just a couple of weeks -- that could be the result of increasing reluctance by consumers to spend heavily on a new vehicle in the current economic climate.When we account for the net cash positions of both companies, Alphabet's undemanding valuation drops to an even lower level:Data by YChartsAt just 12x trailing EBITDA, Alphabet trades at a pretty undemanding valuation, especially when we account for its market leadership and healthy growth. Tesla is trading at 5x Alphabet's EV/EBITDA multiple. It has pretty strong growth as well, at least in the past (see the aforementioned backlog decline and vulnerability to an economic downturn). But with its way weaker cash generation, lower margins, intensifying competitive pressures, and weaker self-driving tech, the current valuation does not seem attractive. One can argue that Tesla would be very attractive at a 12x EBITDA multiple, but at 5x the valuation of Alphabet, Alphabet looks like a significantly more compelling choice to me.Is Alphabet Or Tesla The Better Long-Term Buy?Some Tesla bulls mainly are in it for Tesla's self-driving potential. I don't think Tesla is in a leadership position here, but it is of course possible that the company becomes more successful over time. In case it manages to solve true self-driving anywhere before anyone else, that would result in a lot of earnings potential. But betting on that is not my investment style, and Tesla wouldn't be my first choice even if I wanted to bet on any company solely for its autonomous driving tech.The software/communication services industries offer great margins, strong free cash generation, and long-term growth potential. It also isn't very cyclical. All these things hold true for Alphabet, and the company is an absolute leader in its space. The automobile industry as a whole is significantly less attractive, due to weak margins, high capital intensity, and so on. These things hold true for Tesla as well, even though it's not a legacy automobile company. Tesla has a strong brand in the EV space, but competitive pressures are rising, and BYD (OTCPK:BYDDY) has overtaken it already in total EV sales (including plug-in hybrids). Due to these reasons, I believe that Alphabet is more suitable for a long-term investment. Since it is also way cheaper than Tesla while being one of just a few companies with self-driving cars deployed commercially, I favor it over Tesla.This article is written by Jonathan Weber for reference only.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9916726162,"gmtCreate":1664683419256,"gmtModify":1676537494081,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Will monitor this a bit more to assess.&nbsp; Thank you!&nbsp;","listText":"Will monitor this a bit more to assess.&nbsp; Thank you!&nbsp;","text":"Will monitor this a bit more to assess. Thank you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9916726162","repostId":"1157459217","repostType":2,"repost":{"id":"1157459217","kind":"news","pubTimestamp":1664676789,"share":"https://ttm.financial/m/news/1157459217?lang=&edition=fundamental","pubTime":"2022-10-02 10:13","market":"hk","language":"en","title":"Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1157459217","media":"TipRanks","summary":"Over the mid term,Alibaba’s share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected?","content":"<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">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>Alibaba Stock: Attractive Valuation Despite Mid-Term Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: Attractive Valuation Despite Mid-Term Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 10:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://www.tipranks.com/news/article/alibaba-stock-attractive-valuation-despite-mid-term-headwinds","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157459217","content_text":"Over the mid term, Alibaba’s (BABA)share price has had a habit of moving in step with earnings revisions but during the past 3 months, this relationship has weakened.During the period, Alibaba’s forecast for adj EPS in FY2024 has been cut by 4%, yet the share price has dropped by 34%.Moving forward, how can this be corrected? J.P. Morgan’sAlex Yao has an idea. The analyst believes “sentiment-driven fund flow is the current key share price driver and revenue recovery is the key determinant of market sentiment.”That is a bit of problem, then. Because Yao expects weak China consumption in the September quarter (F2Q23) to impact the revenue outlook.Since late August, Covid has once again been a disruptive force in a host of cities across China, and as such, Yao expects “limited improvement” in Alibaba’s core-core CMR (customer-management revenue) compared to the June quarter.The analyst sees the September quarter’s CMR falling by 4% from the same period last year, hardly any better than the June quarter’s 5% drop. On account of “low visibility of consumer sentiment improvement” or any relaxion of the Covid policies, the decline will continue in the December quarter, albeit at a slower pace (Yao expects a 2% year-over-year decline vs. anticipation of a positive turn previously).In contrast, given Alibaba’s firm commitment to cost-cutting and efficiency-improving measures, Yao sees “potential upside to consensus bottom-line projections.”However, that might not have enough of a positive effect right now. “Alibaba’s weakening revenue outlook in the near term could continue to weigh on the share price despite an unchanged, or even potentially better, profit outlook,” the analyst said, before summing up, “Nonetheless, we believe Alibaba’s share price is attractive on a 12-month view on 1) profit growth recovery to 20%+ in FY2024, 2) current consensus FY2024 PE of only 9x.”To this end, Yao rates BABA shares an Overweight (i.e., Buy) along with a $135 price target. This figure leaves room for 12-month share appreciation of ~69%. Yao’s rating stays an Overweight (i.e., Buy).Overall, Wall Street takes a bullish stance on Alibaba shares. 17 Buys and 1 Sell issued over the previous three months, making the stock a Strong Buy. Meanwhile, the $149.06 average price target suggests ~86% upside from current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913430061,"gmtCreate":1664039083353,"gmtModify":1676537382231,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Now is a good time to buy, but must be able to hold for a while.&nbsp; Is that right?&nbsp;","listText":"Now is a good time to buy, but must be able to hold for a while.&nbsp; Is that right?&nbsp;","text":"Now is a good time to buy, but must be able to hold for a while. Is that right?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9913430061","repostId":"2269657466","repostType":4,"repost":{"id":"2269657466","kind":"highlight","pubTimestamp":1663980236,"share":"https://ttm.financial/m/news/2269657466?lang=&edition=fundamental","pubTime":"2022-09-24 08:43","market":"us","language":"en","title":"Why I'm Not Worried About the Stock Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2269657466","media":"TheStreet","summary":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the li","content":"<html><head></head><body><p>A lot of scary words have been floating around with &#34;recession&#34; and &#34;inflation&#34; at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.</p><p>That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it&#39;s not just the Dow as the Nasdaq has steadily fallen as well.</p><p>We all know the story and understand the fears, but market fears about what might happen don&#39;t actually track with what&#39;s actually happening in the U.S. economy.</p><h2>The U.S. Economy Has Been Strong</h2><p>Obviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That&#39;s not quite a historical low, but it&#39;s in that range. In addition, there&#39;s exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.</p><p>Job openings, however, don&#39;t always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. <a href=\"https://laohu8.com/S/WMT\">Walmart</a>, <a href=\"https://laohu8.com/S/TGT\">Target</a>, <a href=\"https://laohu8.com/S/YUM\">Yum! Brands</a>, <a href=\"https://laohu8.com/S/SBUX\">Starbucks</a>, and a number of other retailers have embraced a $15 minimum wage.</p><p>And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That&#39;s not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.</p><p>The economy is, of course, personal. If you can&#39;t find a job or afford to live where you want to, that&#39;s very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we&#39;re having relate to what might be called a pandemic hangover.</p><h2>Market Drops Are the Best Times to Invest</h2><p>Many of my favorite companies have dropped by 30% or more. I don&#39;t stop believing in <a href=\"https://laohu8.com/S/COST\">Costco</a>, <a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>, or <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.</p><p>Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered &#34;every other companies&#39; IP&#34; or Disney&#39;s, you can make  a case to take Disney.</p><p>Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.</p><p>In a bad market, I cling to the mantra &#34;time in the market beats timing the market.&#34; Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.</p><p>After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don&#39;t check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.</p><p>BY DANIEL KLINE</p></body></html>","source":"thestreet_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I'm Not Worried About the Stock Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy I'm Not Worried About the Stock Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-24 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily...</p>\n\n<a href=\"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","BK4108":"电影和娱乐","DIS":"迪士尼","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4525":"远程办公概念","BK4504":"桥水持仓","BK4524":"宅经济概念","BK4155":"大卖场与超市","BK4535":"淡马锡持仓","BK4114":"综合货品商店","BK4136":"纸材料包装","BK4538":"云计算","BK4577":"网络游戏","MSFT":"微软","BK4527":"明星科技股","BK4503":"景林资产持仓","BK4579":"人工智能","BK4550":"红杉资本持仓","SBUX":"星巴克","WMT":"沃尔玛","BK4551":"寇图资本持仓","BK4097":"系统软件","BK4561":"索罗斯持仓","BK4581":"高盛持仓","TGT":"塔吉特","YUM":"百胜餐饮集团","BK4209":"餐馆","BK4532":"文艺复兴科技持仓","BK4548":"巴美列捷福持仓","COST":"好市多","BK4528":"SaaS概念","BK4507":"流媒体概念","BK4554":"元宇宙及AR概念"},"source_url":"https://www.thestreet.com/investing/why-im-not-worried-about-the-stock-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269657466","content_text":"A lot of scary words have been floating around with \"recession\" and \"inflation\" at the top of the list. People are worried about the economy and the Federal Reserve has not been helping as it steadily raises interest rates. That, in theory, acts as a check on inflation, but mostly makes money more expensive which impacts mortgage rates, credit card interest, and really any money people borrow going forward.That has driven the Dow Jones Industrial Average steadily downward. The index fell by nearly 500 points on Sept. 23 sending it to a low for 2022. In a broad sense. it's not just the Dow as the Nasdaq has steadily fallen as well.We all know the story and understand the fears, but market fears about what might happen don't actually track with what's actually happening in the U.S. economy.The U.S. Economy Has Been StrongObviously, inflation has hit many lower-income Americans hard. But the employment market remains strong with the unemployment rate sitting at 3.7%. That's not quite a historical low, but it's in that range. In addition, there's exactly one-half of an available job seeker for every available job opening, That actually is a historical low since the Bureau of Labor Statistics has been tracking that data.Job openings, however, don't always mean good jobs, but wages have also been rising in the service industry and even fast food jobs. Walmart, Target, Yum! Brands, Starbucks, and a number of other retailers have embraced a $15 minimum wage.And, while the employment market remains strong, the flip side of that is rising housing costs coupled with higher mortgage rates. That's not great news for people buying a house (even if history suggests they still should) but it has a flip side. If you own a house, it has become a fast-rising asset that increases your net worth.The economy is, of course, personal. If you can't find a job or afford to live where you want to, that's very real. Broadly, however, there are a lot of signs that the economy remains strong and that many of the issues we're having relate to what might be called a pandemic hangover.Market Drops Are the Best Times to InvestMany of my favorite companies have dropped by 30% or more. I don't stop believing in Costco, Walt Disney, or Microsoft  (just to name a few) because their share prices have fallen. In fact, I look at all three of these companies and how they handled the pandemic and prepared for the future and feel better about them.Stock price does not always equate to performance in the short term. Disney, for example, has the best intellectual property (IP) of any entertainment company and has endless pricing power. In fact, if you were offered \"every other companies' IP\" or Disney's, you can make  a case to take Disney.Costco just delivered one of its highest renewal rates ever (over 92%) and continues to add members, Microsoft has only gotten stronger as it pivots more fully to a software as a service model, yet all three of those companies have seen double digit stock drops this year.In a bad market, I cling to the mantra \"time in the market beats timing the market.\" Now is the time to add to your holdings in really strong companies. Consider that good companies are now on sale, really big sales in some cases, and add strategically to your long-term holdings.After you do that, remember that long-term means years. Check in on the companies you own to make sure they have stayed on course, but don't check your portfolio everyday. A market drop feels bad, but historically, it means nothing. Good companies will recover and investing in them, plus time (maybe a lot of time) is what makes investors rich.BY DANIEL KLINE","news_type":1},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583377018896117","authorId":"3583377018896117","name":"bernardtayet","avatar":"https://static.tigerbbs.com/43e8c1fc37a4bff2a94af98953cff267","crmLevel":5,"crmLevelSwitch":1,"idStr":"3583377018896117","authorIdStr":"3583377018896117"},"content":"Yes, hold a few years.","text":"Yes, hold a few years.","html":"Yes, hold a few years."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915283754,"gmtCreate":1665045600278,"gmtModify":1676537548982,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"More haste, less speed is the way to go.&nbsp; Its not the bottom yet.&nbsp;","listText":"More haste, less speed is the way to go.&nbsp; Its not the bottom yet.&nbsp;","text":"More haste, less speed is the way to go. Its not the bottom yet.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9915283754","repostId":"2273482308","repostType":4,"repost":{"id":"2273482308","kind":"highlight","pubTimestamp":1665045143,"share":"https://ttm.financial/m/news/2273482308?lang=&edition=fundamental","pubTime":"2022-10-06 16:32","market":"us","language":"en","title":"Why a 2-Day Stock Market Rally Hasn't Killed the Bear Yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2273482308","media":"Motley Fool","summary":"It takes patience for long-term investors to find success.","content":"<html><head></head><body><h2>KEY POINTS</h2><ul><li>The two-day rally in the stock market has been impressive.</li><li>However, Wednesday seemed to bring more pessimism back into the market.</li><li>Investors will need to learn to deal with ups and downs even if things improve.</li></ul><p>Investors have finally seen the stock market behave better over the past couple of days. After having to deal with a horrible September that sent the <b>Dow Jones Industrial Average</b> into bear-market territory along with the <b>S&amp;P 500</b> and <b>Nasdaq Composite</b>, the first two trading sessions of October have been remarkable.</p><p>Yet as Wednesday morning dawned, investors appeared likely to have to prepare for a pause in the fourth-quarter celebration. With contracts on stock index futures down around 1%, it&#39;s clear that long-term investors will have to have patience in order to benefit from the recovery when it comes. Moreover, the next several weeks will likely bring a lot more uncertainty into the mix, making it more important than ever to have conviction in your views of the companies in which you&#39;ve invested.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/228b6b7ee41d3954798ec71cbeb65fca\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"/><span>Image source: Getty Images.</span></p><h2>Hope springs eternal</h2><p>Investors have had to deal with a lot over the past several years. The economic disruptions from a global pandemic forced central banks and national governments to take unprecedented actions. Changes in behavior made businesses pivot sharply, both to keep themselves in operation and to respond to the changing needs of their customers. Even as the influence of the pandemic waned and people strived to return to their former lives, the pace of recovery in various places was out of alignment with others, causing more disruptions that kept businesses from reaching optimal efficiency and capacity.</p><p>Central banks always intended the emergency measures they took to be temporary, but market participants had learned to look at such comments with a cynical eye. Even after the financial crisis of 2008 and 2009 gave way to a decade-long expansion, for instance, Federal Reserve officials were reluctant to reverse the flow of liquidity they had added to the financial system in the wake of the Great Recession.</p><p>In that context, the current Fed&#39;s insistence on raising interest rates sharply to prevent inflationary pressures from becoming entrenched in the U.S. economy stood out as a different sort of response from the central bank. In large part, the current bear market stems from investors&#39; disbelief that the Fed would hold the line even in the face of heavy criticism not just from financial markets but also from politicians and the public at large.</p><h2>Will the Fed flinch?</h2><p>Movements in the broader financial markets reflected the new belief that the Fed will indeed have to reverse the sharp course of its monetary tightening moves. The abrupt reversal of government policy in the U.K. showed that foreign countries were still paying close attention to what market participants had to say about their actions. The most obvious sign that investors hoped the same would happen in the U.S. came from the big decline in bond yields, which in some ways was even more remarkable than the two-day stock market rally investors have seen.</p><p>Yet it&#39;s far from clear that the Fed will reverse course. Having staked its credibility on fighting inflation until the bitter end, even a conciliatory slowdown in its future course of interest rate increases could damage its reputation.</p><p>Meanwhile, markets will get huge amounts of information in the coming weeks about what&#39;s happening in the economy. Hundreds of companies will release their third-quarter financial reports, with many of them probably emphasizing the impacts of inflation, a strong U.S. dollar, higher interest rates, and ongoing business disruptions as factors that have held back short-term growth. Yet what investors will likely focus on is whether those companies see better times ahead.</p><p>Similarly, economic data will shed light on how entrenched inflation has already become. If falling gasoline prices send costs of other goods and services down along with them, then the Fed might not need to be as aggressive.</p><p>Investors need to prepare for continued volatility. Even if the market is beginning a longer-term recovery, it won&#39;t be obvious immediately -- and you shouldn&#39;t expect to see the market keep soaring day after day.</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>Why a 2-Day Stock Market Rally Hasn't Killed the Bear Yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy a 2-Day Stock Market Rally Hasn't Killed the Bear Yet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-06 16:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSThe two-day rally in the stock market has been impressive.However, Wednesday seemed to bring more pessimism back into the market.Investors will need to learn to deal with ups and downs even ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.fool.com/investing/2022/10/05/2-day-stock-market-rally-hasnt-killed-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273482308","content_text":"KEY POINTSThe two-day rally in the stock market has been impressive.However, Wednesday seemed to bring more pessimism back into the market.Investors will need to learn to deal with ups and downs even if things improve.Investors have finally seen the stock market behave better over the past couple of days. After having to deal with a horrible September that sent the Dow Jones Industrial Average into bear-market territory along with the S&P 500 and Nasdaq Composite, the first two trading sessions of October have been remarkable.Yet as Wednesday morning dawned, investors appeared likely to have to prepare for a pause in the fourth-quarter celebration. With contracts on stock index futures down around 1%, it's clear that long-term investors will have to have patience in order to benefit from the recovery when it comes. Moreover, the next several weeks will likely bring a lot more uncertainty into the mix, making it more important than ever to have conviction in your views of the companies in which you've invested.Image source: Getty Images.Hope springs eternalInvestors have had to deal with a lot over the past several years. The economic disruptions from a global pandemic forced central banks and national governments to take unprecedented actions. Changes in behavior made businesses pivot sharply, both to keep themselves in operation and to respond to the changing needs of their customers. Even as the influence of the pandemic waned and people strived to return to their former lives, the pace of recovery in various places was out of alignment with others, causing more disruptions that kept businesses from reaching optimal efficiency and capacity.Central banks always intended the emergency measures they took to be temporary, but market participants had learned to look at such comments with a cynical eye. Even after the financial crisis of 2008 and 2009 gave way to a decade-long expansion, for instance, Federal Reserve officials were reluctant to reverse the flow of liquidity they had added to the financial system in the wake of the Great Recession.In that context, the current Fed's insistence on raising interest rates sharply to prevent inflationary pressures from becoming entrenched in the U.S. economy stood out as a different sort of response from the central bank. In large part, the current bear market stems from investors' disbelief that the Fed would hold the line even in the face of heavy criticism not just from financial markets but also from politicians and the public at large.Will the Fed flinch?Movements in the broader financial markets reflected the new belief that the Fed will indeed have to reverse the sharp course of its monetary tightening moves. The abrupt reversal of government policy in the U.K. showed that foreign countries were still paying close attention to what market participants had to say about their actions. The most obvious sign that investors hoped the same would happen in the U.S. came from the big decline in bond yields, which in some ways was even more remarkable than the two-day stock market rally investors have seen.Yet it's far from clear that the Fed will reverse course. Having staked its credibility on fighting inflation until the bitter end, even a conciliatory slowdown in its future course of interest rate increases could damage its reputation.Meanwhile, markets will get huge amounts of information in the coming weeks about what's happening in the economy. Hundreds of companies will release their third-quarter financial reports, with many of them probably emphasizing the impacts of inflation, a strong U.S. dollar, higher interest rates, and ongoing business disruptions as factors that have held back short-term growth. Yet what investors will likely focus on is whether those companies see better times ahead.Similarly, economic data will shed light on how entrenched inflation has already become. If falling gasoline prices send costs of other goods and services down along with them, then the Fed might not need to be as aggressive.Investors need to prepare for continued volatility. Even if the market is beginning a longer-term recovery, it won't be obvious immediately -- and you shouldn't expect to see the market keep soaring day after day.","news_type":1},"isVote":1,"tweetType":1,"viewCount":608,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4114498221568562","authorId":"4114498221568562","name":"Ragz","avatar":"https://community-static.tradeup.com/news/b4ff9d535326b2e5c1e196c2eaee90d6","crmLevel":6,"crmLevelSwitch":1,"idStr":"4114498221568562","authorIdStr":"4114498221568562"},"content":"The bear is very much alive","text":"The bear is very much alive","html":"The bear is very much alive"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918023297,"gmtCreate":1664287648919,"gmtModify":1676537426016,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","listText":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","text":"Thank you for sharing! These are the exact 3 that I was looking out too 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9918023297","repostId":"2270287714","repostType":2,"repost":{"id":"2270287714","kind":"highlight","pubTimestamp":1664291808,"share":"https://ttm.financial/m/news/2270287714?lang=&edition=fundamental","pubTime":"2022-09-27 23:16","market":"us","language":"en","title":"Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2270287714","media":"Motley Fool","summary":"Microsoft, ASML, and Magnite deserve to head higher.","content":"<html><head></head><body><p>If you&#39;d invested $5,000 in an <b>S&amp;P 500</b> index fund 10 years ago, your investment would be worth around $12,500 today. That&#39;s a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.</p><p>For example, a $5,000 investment in <a href=\"https://laohu8.com/S/AMZN\">Amazon </a> would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called <b>Alphabet</b>) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.</p><h2>1. The cloud play: <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a></h2><p><a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it&#39;s a popular choice for companies (particularly retailers) that directly compete against Amazon&#39;s other businesses.</p><p>Microsoft also represents a more straightforward play on the growing cloud market because it isn&#39;t burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.</p><p>Microsoft&#39;s expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.</p><h2>2. The chip play: <a href=\"https://laohu8.com/S/ASML\">ASML Holding</a></h2><p>For investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, <b>ASML Holding </b>(ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world&#39;s smallest and densest chips.</p><p>ASML&#39;s top customers include the three most advanced chip foundries in the world: <b>Taiwan Semiconductor Manufacturing</b>, <b>Samsung</b>, and<b> Intel</b>. Most fabless chipmakers -- such as <b>Advanced Micro Devices</b>, <b>Nvidia</b>, and <b>Qualcomm</b> -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML&#39;s machines.</p><p>ASML&#39;s monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.</p><h2>3. The ad-tech play: <a href=\"https://laohu8.com/S/MGNI\">Magnite</a></h2><p><b>Magnite</b> (MGNI) is the world&#39;s largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn&#39;t be confused with demand-side platforms like <b>The Trade Desk</b>, help publishers manage and sell their own ad inventories.</p><p>Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.</p><p>Magnite&#39;s acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.</p><p>Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite&#39;s stock remains deeply undervalued at less than two times this year&#39;s sales and five times its adjusted EBITDA.</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>Got $5,000? 3 Tech Stocks to Buy and Hold for the Long Term</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\">\nGot $5,000? 3 Tech Stocks to Buy and Hold for the Long Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-27 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ASML":"阿斯麦","MSFT":"微软","MGNI":"Magnite, Inc."},"source_url":"https://www.fool.com/investing/2022/09/26/got-5000-tech-stocks-buy-and-hold-for-long-term/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270287714","content_text":"If you'd invested $5,000 in an S&P 500 index fund 10 years ago, your investment would be worth around $12,500 today. That's a rock-solid return, but investors could have fared even better if they had simply bought and held a few individual stocks.For example, a $5,000 investment in Amazon  would have grown over the past decade to around $44,000, while the same investment in Google (whose parent company is now called Alphabet) would be worth nearly $27,000 today. Not every stock will be the next Amazon or Alphabet, but some lucrative long-term buying opportunities have emerged in the growing cloud, semiconductor, and ad-tech markets as the grueling bear market drags on.1. The cloud play: MicrosoftMicrosoft owns Azure, the second-largest cloud infrastructure platform in the world after Amazon Web Services (AWS). Microsoft enjoys two advantages against Amazon in the cloud market: Azure is growing faster than AWS, and it's a popular choice for companies (particularly retailers) that directly compete against Amazon's other businesses.Microsoft also represents a more straightforward play on the growing cloud market because it isn't burdened by a lower-margin retail business like Amazon. Its cloud services, which generated nearly half its revenue last quarter, also directly support its desktop software, mobile apps, Windows operating system, and Xbox gaming business.Microsoft's expansion of its cloud ecosystem, which was largely executed under CEO Satya Nadella, transformed it from a dusty old tech stock into a high-growth company again. Analysts expect its annual revenue to grow at a compound annual growth rate (CAGR) of 13% between fiscal 2022 (which ended in June) and fiscal 2025, and for its earnings per share (EPS) to grow at a CAGR of 13%. Those solid growth rates, which should be supported by its ongoing dominance of the enterprise software market, make it a great long-term investment.2. The chip play: ASML HoldingFor investors who want exposure to the semiconductor sector but are intimidated by the cutthroat competition between individual chipmakers, ASML Holding (ASML) is an ideal investment. The Dutch company is the largest supplier of photolithography systems, which are used to etch circuit patterns onto silicon wafers, and the only producer of EUV (extreme ultraviolet) systems, which cost $200 million each and are required to manufacture the world's smallest and densest chips.ASML's top customers include the three most advanced chip foundries in the world: Taiwan Semiconductor Manufacturing, Samsung, and Intel. Most fabless chipmakers -- such as Advanced Micro Devices, Nvidia, and Qualcomm -- rely on those foundries to manufacture their top-tier chips. In other words, it would be impossible to produce new cutting-edge chips without ASML's machines.ASML's monopolization of this market makes it a wonderful long-term investment, even if the chip sector struggles with near-term cyclical headwinds. Between 2021 and 2024, analysts expect its revenue and EPS to grow at a CAGR of 15% and 17%, respectively. That steady growth makes it a top investment in the secular growth of the semiconductor market.3. The ad-tech play: MagniteMagnite (MGNI) is the world's largest independent sell-side platform (SSP) for digital ads. SSPs, which shouldn't be confused with demand-side platforms like The Trade Desk, help publishers manage and sell their own ad inventories.Magnite emerged from the merger of two other ad-tech companies, The Rubicon Project and Telaria, back in 2020. It subsequently acquired several additional companies to increase its exposure to the CTV (connected TV) market.Magnite's acquisitions obfuscated its organic growth rates, and macro headwinds throttled the growth of its desktop, mobile, and CTV ads over the past year. However, Magnite expects to overcome those near-term challenges and eventually generate more than 25% annual revenue growth organically over the long term as its CTV segment expands. It also expects its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) margin to stay between 35%-40%.Analysts expect its annual revenue and adjusted EBITDA to both grow at a CAGR of 19% from 2021 to 2024, and for its adjusted EBITDA margin to stay at around 36% through the final year. If those more conservative estimates are accurate, Magnite's stock remains deeply undervalued at less than two times this year's sales and five times its adjusted EBITDA.","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918807517,"gmtCreate":1664348659039,"gmtModify":1676537438150,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Not too sure about Netflix now, but apple is definitely worth investing.&nbsp;","listText":"Not too sure about Netflix now, but apple is definitely worth investing.&nbsp;","text":"Not too sure about Netflix now, but apple is definitely worth investing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918807517","repostId":"2270270609","repostType":2,"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9911015753,"gmtCreate":1664085837872,"gmtModify":1676537388946,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Will watch out for these.&nbsp; Thanks.&nbsp;","listText":"Will watch out for these.&nbsp; Thanks.&nbsp;","text":"Will watch out for these. Thanks.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9911015753","repostId":"2269415302","repostType":2,"repost":{"id":"2269415302","kind":"highlight","pubTimestamp":1664075820,"share":"https://ttm.financial/m/news/2269415302?lang=&edition=fundamental","pubTime":"2022-09-25 11:17","market":"us","language":"en","title":"Down 70% or More, 3 Beaten-Down Growth Stocks You Might Regret Not Buying on the Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2269415302","media":"Motley Fool","summary":"Investors who buy and hold these stocks for years might be pleasantly surprised with the results.","content":"<html><head></head><body><p>This has been a frustrating year for investors, but at the same time, those with cash to invest have an opportunity to put their money to work in exciting companies at prices that were unimaginable a few years ago.</p><p>Browsing a list of growth stocks down more than 70% from their highs, <a href=\"https://laohu8.com/S/CHWY\">Chewy </a>, <a href=\"https://laohu8.com/S/RVLV\">Revolve Group </a>, and <a href=\"https://laohu8.com/S/RBLX\">Roblox </a> could be incredible values right now. Here&#39;s why three Motley Fool contributors believe these stocks will rebound and pay off for investors over the long term.</p><h2><a href=\"https://laohu8.com/S/CHWY\">Chewy</a>: Repeat customers will bring the stock back up</h2><p><b>John Ballard (Chewy):</b> Chewy stock has fallen 70% from its all-time high in 2021, yet sales have continued to grow. The company&#39;s recurring revenue from customers who have pet food automatically shipped to their door every month gives Chewy a major advantage in the faltering economy.</p><p>No matter how weak the economy gets, pet owners have to buy pet food and Chewy makes it easy. In the most recently reported six-month period, Autoship sales totaled 72.6% of Chewy&#39;s business, up from 69.8% in the year-ago period.  Chewy continues to expand beyond hard goods to services, such as pet insurance and healthcare, which could significantly expand its profit margin, as it already seems to be doing.</p><p>In the most recently reported six-month period, profit margin reached 0.8%. That is a healthy jump over the 0.5% in the year-ago quarter, which translates to an 85% year-over-year increase in profit dollars.</p><p>Besides expanding into insurance and healthcare, Chewy has several other areas it is investing in to reduce costs and improve margins, such as expanding fulfillment capacity and improving transportation efficiency in moving inventory around the country.</p><p>Chewy is building an e-commerce machine. Pet owners love the convenience of keeping their preferred pet food brands on a recurring shipment, and management is leveraging that customer loyalty with ancillary services that should rapidly grow profits and send the stock higher over time. These qualities make Chewy a no-brainer buy in this market.</p><h2><a href=\"https://laohu8.com/S/RVLV\">Revolve</a>: Buy now before this company takes over shopping</h2><p><b>Jennifer Saibil (Revolve Group):</b> Much ink has been spilled about how to invest properly when the economy is pressured, which is the current situation. There&#39;s a common thread running through many of Wall Street&#39;s top takes: Solid companies that are fueling future trends are good bets. Online fashion retailer Revolve Group is one such company that is poised to capture market share and survive during tough times.</p><p>Revolve Group is uniquely positioned to thrive in the digital age due to its artificial-intelligence-powered operating systems that are reaching digitally focused shoppers. Technology underlies everything this company does, and the digital focus combines front and back end systems with influencer marketing and quickly changing styles. That&#39;s how it&#39;s able to take in a very high percentage of sales at full price -- 87% in 2021 -- while other retailers are putting products on sale to balance out too much inventory with curtailed spending.</p><p>Sales growth was strong leading up to 2022 after a significant shift to digital shopping due to the pandemic. That has slowed as Revolve comes up against comparisons to last year&#39;s robust sales and as the world deals with economic instability. Sales in the second quarter increased 27% over the year-ago period, which was healthy, however, management is expecting that to slow in the third quarter.</p><p>Net income was positive in the second quarter, but it declined under pressure from surging costs related to shipping and a higher-than-expected product return rate. Going into 2023, if the economy recovers, Revolve&#39;s sales and income should begin to pick up again.</p><p>But it&#39;s the long-term outlook that&#39;s exciting. Even in this environment, active customer count is growing, as is average order value and orders per customer. Revolve has a loyal, active, and growing fan following that is the foundation of its business. As the company continues to connect with its audience and offer it a better shopping experience, Revolve&#39;s future looks bright.</p><h2><a href=\"https://laohu8.com/S/RBLX\">Roblox</a>: This metaverse company is selling at a steep discount</h2><p><b>Parkev Tatevosian (Roblox):</b> Roblox is one of my favorite beaten-down growth stocks that looks like a buy now. The metaverse pioneer has seen its stock price fall 73% off its high. It thrived at the pandemic&#39;s onset as millions of folks flocked to its platform to help pass the time, but as economies have reopened, customer and revenue growth have slowed.</p><p>Still, as of its latest update in September, Roblox boasts 59.9 million daily active users and Roblox has done an excellent job extracting revenue from its customers. It does this by selling an in-game currency called Robux that players need for premium items and experiences on the site.</p><p>Roblox increased its annual revenue from $325 million in 2018 to $1.9 billion in 2021. That is evidence that players find value in paying for the extra privileges. However, there is a part of Roblox&#39;s player base that plays for free.  To get revenue from those players, Roblox is implementing several advertising programs.</p><p>Sure, Roblox faces headwinds as consumers have more options for what to do with their time and money, but I think the whopping 73% sell-off in the stock price provides an attractive entry point for investors.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 70% or More, 3 Beaten-Down Growth Stocks You Might Regret Not Buying on the Dip</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 70% or More, 3 Beaten-Down Growth Stocks You Might Regret Not Buying on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-25 11:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/24/down-70-3-beaten-down-growth-stocks-buying-dip/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This has been a frustrating year for investors, but at the same time, those with cash to invest have an opportunity to put their money to work in exciting companies at prices that were unimaginable a ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/24/down-70-3-beaten-down-growth-stocks-buying-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","BK4551":"寇图资本持仓","RBLX":"Roblox Corporation","CHWY":"Chewy, Inc.","BK4547":"WSB热门概念","RVLV":"Revolve Group, LLC","BK4565":"NFT概念"},"source_url":"https://www.fool.com/investing/2022/09/24/down-70-3-beaten-down-growth-stocks-buying-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2269415302","content_text":"This has been a frustrating year for investors, but at the same time, those with cash to invest have an opportunity to put their money to work in exciting companies at prices that were unimaginable a few years ago.Browsing a list of growth stocks down more than 70% from their highs, Chewy , Revolve Group , and Roblox  could be incredible values right now. Here's why three Motley Fool contributors believe these stocks will rebound and pay off for investors over the long term.Chewy: Repeat customers will bring the stock back upJohn Ballard (Chewy): Chewy stock has fallen 70% from its all-time high in 2021, yet sales have continued to grow. The company's recurring revenue from customers who have pet food automatically shipped to their door every month gives Chewy a major advantage in the faltering economy.No matter how weak the economy gets, pet owners have to buy pet food and Chewy makes it easy. In the most recently reported six-month period, Autoship sales totaled 72.6% of Chewy's business, up from 69.8% in the year-ago period.  Chewy continues to expand beyond hard goods to services, such as pet insurance and healthcare, which could significantly expand its profit margin, as it already seems to be doing.In the most recently reported six-month period, profit margin reached 0.8%. That is a healthy jump over the 0.5% in the year-ago quarter, which translates to an 85% year-over-year increase in profit dollars.Besides expanding into insurance and healthcare, Chewy has several other areas it is investing in to reduce costs and improve margins, such as expanding fulfillment capacity and improving transportation efficiency in moving inventory around the country.Chewy is building an e-commerce machine. Pet owners love the convenience of keeping their preferred pet food brands on a recurring shipment, and management is leveraging that customer loyalty with ancillary services that should rapidly grow profits and send the stock higher over time. These qualities make Chewy a no-brainer buy in this market.Revolve: Buy now before this company takes over shoppingJennifer Saibil (Revolve Group): Much ink has been spilled about how to invest properly when the economy is pressured, which is the current situation. There's a common thread running through many of Wall Street's top takes: Solid companies that are fueling future trends are good bets. Online fashion retailer Revolve Group is one such company that is poised to capture market share and survive during tough times.Revolve Group is uniquely positioned to thrive in the digital age due to its artificial-intelligence-powered operating systems that are reaching digitally focused shoppers. Technology underlies everything this company does, and the digital focus combines front and back end systems with influencer marketing and quickly changing styles. That's how it's able to take in a very high percentage of sales at full price -- 87% in 2021 -- while other retailers are putting products on sale to balance out too much inventory with curtailed spending.Sales growth was strong leading up to 2022 after a significant shift to digital shopping due to the pandemic. That has slowed as Revolve comes up against comparisons to last year's robust sales and as the world deals with economic instability. Sales in the second quarter increased 27% over the year-ago period, which was healthy, however, management is expecting that to slow in the third quarter.Net income was positive in the second quarter, but it declined under pressure from surging costs related to shipping and a higher-than-expected product return rate. Going into 2023, if the economy recovers, Revolve's sales and income should begin to pick up again.But it's the long-term outlook that's exciting. Even in this environment, active customer count is growing, as is average order value and orders per customer. Revolve has a loyal, active, and growing fan following that is the foundation of its business. As the company continues to connect with its audience and offer it a better shopping experience, Revolve's future looks bright.Roblox: This metaverse company is selling at a steep discountParkev Tatevosian (Roblox): Roblox is one of my favorite beaten-down growth stocks that looks like a buy now. The metaverse pioneer has seen its stock price fall 73% off its high. It thrived at the pandemic's onset as millions of folks flocked to its platform to help pass the time, but as economies have reopened, customer and revenue growth have slowed.Still, as of its latest update in September, Roblox boasts 59.9 million daily active users and Roblox has done an excellent job extracting revenue from its customers. It does this by selling an in-game currency called Robux that players need for premium items and experiences on the site.Roblox increased its annual revenue from $325 million in 2018 to $1.9 billion in 2021. That is evidence that players find value in paying for the extra privileges. However, there is a part of Roblox's player base that plays for free.  To get revenue from those players, Roblox is implementing several advertising programs.Sure, Roblox faces headwinds as consumers have more options for what to do with their time and money, but I think the whopping 73% sell-off in the stock price provides an attractive entry point for investors.","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914093182,"gmtCreate":1665121919846,"gmtModify":1676537561220,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thanks.&nbsp; This is a great article!&nbsp;<a href=\"https://ttm.financial/S/FOR\"></a>","listText":"Thanks.&nbsp; This is a great article!&nbsp;<a href=\"https://ttm.financial/S/FOR\"></a>","text":"Thanks. This is a great article!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9914093182","repostId":"2273828361","repostType":2,"repost":{"id":"2273828361","kind":"highlight","pubTimestamp":1665108107,"share":"https://ttm.financial/m/news/2273828361?lang=&edition=fundamental","pubTime":"2022-10-07 10:01","market":"us","language":"en","title":"Insider Buying 2022: 15 Stocks to Bet On Despite the Bear Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2273828361","media":"InvestorPlace","summary":"Source: ShutterstockIn October 2021, I made a big call on Longeveron (NASDAQ:LGVN) stock, a biotech ","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/11abc7bc1b026070774bd992fe8fb96d\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Shutterstock</p><p>In October 2021, I made a big call on <b>Longeveron</b> (NASDAQ:<b>LGVN</b>) stock, a biotech firm working on a promising Alzheimer’s therapy.</p><p>Within six weeks, shares had risen over 11x… a stunning 1,000% return!</p><p>My secret?</p><p>I noticed that the biotech’s CFO was quietly buying shares in the company.</p><p>“With clinical results due within the next month, Longeveron’s executives are likely using their knowledge of the Aging Frailty study to predict a strong outcome in the Alzheimer’s trial.”</p><p>Just a month later, the company would announce some unexpectedly good news: The U.S. Food and Drug Administration (FDA) approved Longeveron’s Lomecel-B for use!</p><h2>The Secret to Finding 1,000% Winners</h2><p>It turns out that Longeveron’s management aren’t the only ones who are suspiciously good at timing their company’s stock.</p><p>A study by MIT researchers found that insider transactions in the U.S. would have turned $10,000 into $156,000 over their study period, compared to around $50,300 in the <b>S&amp;P 500</b>.</p><p>That’s because insiders often act on privileged information, both knowingly and unknowingly. If sales figures are doing well… or patients are responding well to clinical trials… they don’t need the “official” SEC filings to decide to buy.</p><p>Some call it a total scam.</p><p>And I get it. SEC rules around insider transactions are surprisingly lax; if a CEO sees a new product performing well or is on the cusp of making a massive deal, it’s often entirely legal to trade on that information. In 2018, <b>Tesla</b> (NASDAQ:<b>TSLA</b>) CEO Elon Musk bought $25 million of his company’s shares while details of a massive $2 billion capital raise were still under wraps.</p><p>TSLA shares would rise 206% within a year.</p><p>But as I’ve long said, <b>if you can’t beat ’em, you might as well join</b>. If the world’s richest man generated an extra $75 million along the way by using privileged information, isn’t it fair to follow his steps?</p><p>It’s a strategy I’ve called the <b>Insider Track</b>.</p><h2>The Best Time to Buy… Is in a Bear Market</h2><p>The Insider Track strategy has provenly strong results. Since January 2009, C-Suite buying has generated an annualized return of 20.8%, according to tracking site TipRanks. And in the past week alone, insiders have snapped up $45 million of their corporate shares.</p><p>These amounts are admittedly smaller than in previous declines. In May 2020, insiders bought a stunning $161 million of shares after the Covid-19 slump. And today, many sectors are doing worse than in 2020 because of higher inflation and rising rates.</p><p>But some American businesses are still humming along. Here are 15 stocks where insiders act as if they know something the market doesn’t.</p><h2>Top Market Timers</h2><p>One of the best <b>Insider Track</b> strategies involves mimicking the trades of particularly successful insiders. These are investment firms, CEOs and company owners that have an unusual ability to buy the dips.</p><p><b>B. Riley Financial</b>. The boutique investment bank has a strong track record in trading the companies it owns.</p><ul><li><b>Lazydays Holdings</b> (NASDAQ:<b>LAZY</b>). In July, the investment bank bought over 10,000 LAZY shares in the $12 range before the CEO announced “remarkable performance” figures. Shares would jump to $17.50. Recent market wobbles have sent LAZY back to the $12 range – an opportunity B. Riley has used to add another 20,000 shares.</li></ul><p><b>Opaleye LLC</b>. Opaleye LLC has a notable record of picking biotech winners. A $16 million investment in <b>Travere Therapeutics</b> (NASDAQ:<b>TVTX</b>) in 2014 is now worth almost $50 million, and a smaller investment in <b><a href=\"https://laohu8.com/S/OCUL\">Ocular Therapeutix</a></b> (NASDAQ:<b>OCUL</b>) netted an even more significant 400% return in 2020. Now, the company has added shares in:</p><ul><li><b>TELA Bio</b> (NASDAQ:<b><u>TELA</u></b>). Since June, Opaleye has snapped up shares of TELA in the $5.75 to $8.25 range in seven transactions. The commercial-stage medical tech firm produces products for soft-tissue reconstruction in hernias, plastic and reconstructive surgery. The firm has a stable business, so Opaleye is likely buying as a valuation play.</li><li><b>TRACON Pharmaceuticals</b> (NASDAQ:<b>TCON</b>). The biotech research firm is developing an oncology drug that targets the PD-L1 antibody, a known pathway under study by other large cancer research firms. The drug is now in its pivotal Phase 2 trial, giving the stock a significant upside on any good news.</li><li><b>Protara Therapeutics</b> (NASDAQ:<b>TARA</b>). The New York-based biopharma company has two development programs in its pipeline. OK-432 is designed to treat lymphatic malformations, a common disease thought to affect 1 in every 4,000 live births, and TARA-002, a treatment for bladder cancer. Opaleye’s 19,400 share addition in mid-September brings its stake to 2,575,77, a significant stake in a company with potential blockbusters in its pipeline.</li></ul><h3>Biotech Stocks</h3><p>Opaleye’s investments represent bets on biotech — some of the hardest decisions for the <b>Insider Track</b> strategy. Many of these R&amp;D firms are riding on a single drug candidate, meaning one failed trial will send the stock to zero. And as outsiders, we can’t tell the difference between opportunistic insider buying versus “pump and dumps.”</p><p><i>But biotechs are also some of the most lucrative bets, as Longeveron shows.</i></p><p>That’s because biotech executives often know clinical trial results years before the studies publish official results. If half of your patients suddenly stop developing cancers, you don’t need to be a rocket scientist (or a biotech CEO) to realize your therapy is probably outperforming the placebo in your double-blind study. These executives are also generally aware of how discussions with healthcare regulators are progressing.</p><p>That leads us to three biotech stocks where insiders have recently bought significant stakes.</p><p><b>Zivo Bioscience</b> (NASDAQ:<b>ZIVO</b>). Director Christopher Maggiore joined CEO John Payne in buying shares in the $3.50 range after shares fell from over $5. The company develops algae-based products for food-based ingredients and has a market value of under $30 million. It’s a risky bet, but Mr. Maggiore’s $25,000 share purchase suggests he knows something we don’t.</p><p><b><a href=\"https://laohu8.com/S/BTTX\">Better Therapeutics</a></b> (NASDAQ:<b>BTTX</b>). The prescription digital therapeutics firm has seen a recent rash of cluster buying. The company’s CEO, CFO and a 10% owner have added $304,000 to their stakes since Sept. 12, a telling sign that the firm might have stumbled on a working therapy. Management previously indicated that its most promising candidate, BT-001, could advance pivotal trials this year or early 2023. Trades centered in the $2 range.</p><p><b>TransCode Therapeutics</b> (NASDAQ:<b>RNAZ</b>). The firm’s CEO and 10% owner added 20,000 shares on Sept. 14, raising his stake to 893,114 shares. The firm has a single therapeutic candidate, TTDX-MC138, in its pipeline designed to treat metastatic cancer. The drug is in preclinical trials, meaning that any good news could send shares up several times over.</p><h2>Insider Purchases of Public Offerings</h2><p>Public offerings are one of the best ways to understand insider sentiment. Management can spend months preparing these offerings, giving them a clear idea of the issue’s true value as Elon Musk demonstrated in his 2019 TSLA purchase.</p><p><b>Larimar Therapeutics</b> (NASDAQ:<b>LRMR</b>). The biotech’s CEO, CFO and two directors bought a combined 5.1 million shares at the firm’s public offering price of $3.15. Larimar’s lead candidate CTI-1601 is currently undergoing Phase 1 clinical trials for Friedreich’s ataxia, a rare genetic disease. Shares would jump 15.5% the following day after the FDA lifted a hold on the trial, but such broad insider purchasing often indicates more potential gains.</p><p><b>LinkBancorp</b> (NASDAQ:<b><u>LNKB</u></b>). The Pennsylvania-based bank saw 17 executives and directors buy shares in its recent $7.50 public offer – the same price it offered public investors. One director added 80,000 shares in the $7.70 range after prices jumped in first-day trading. Though outsiders won’t get a clear look into the bank’s recent merger with Gratz until next quarter, insiders seem to believe there’s no need to wait for official pro forma figures to buy at market prices.</p><h2>Cluster Buying</h2><p>Finally, corporate executives often act together in buying company shares. These are some of the most compelling <b>Insider Track</b> investments to make.</p><p><b>Macerich</b> (NYSE:<b>MAC</b>). The Santa Monica-based homebuilder saw six insiders buy 104,617 shares this week, including the company’s CEO, president, CFO, and head of leasing. The company now trades at 0.6x book value, significantly below its historical average of 1.6x.</p><p><b>Liquidia</b> (NASDAQ:<b>LQDA</b>). Shares of the biopharmaceutical company sank 37% in late August after losing a patent battle with <b>United Therapeutics</b> (NASDAQ:<b>UTHR</b>) Insiders, however, have recently bought shares in the $5.50-$6.00 range, including its CEO (45,747 shares), CFO (8000 shares), Commercial SVP (2,160 shares), COO (1,918 shares) and 10% owner <b>Caligan Partners</b> (250,000 shares).</p><p><b><a href=\"https://laohu8.com/S/MFA\">MFA Financial</a></b> (NYSE:<b>MFA</b>). Between Sept. 14-15, the financial firm’s CEO, CFO, Co-CIO and a director added over 10,000 shares to their already-substantial holdings. Shares of MFA have fallen 55% this year over fears about its lending portfolio, particularly from its high exposure to residential whole loans. Insiders are buying shares as if the worries are wildly overblown.</p><p><b>B. Riley Financial</b> (NASDAQ:<b>RILY</b>). The company’s CEO Andrew Moore and director Randall Paulson joined owner Bryant Riley this week in snapping up a combined 48,400 shares in the boutique investment banking and wealth management firm. Shares currently trade at under 6x price-earnings, making it one of the cheapest investment banks by that metric.</p><p><b>Tilly’s</b> (NYSE:<b>TLYS</b>). The CFO of the youth-oriented shoe and clothing retailer joined two directors this week in buying up shares in the $6-$7 range. Tilly’s recent share slide now prices the retailer at 1.5x EV/EBITDA (enterprise value to earnings before interest, taxes, depreciation and amortization), around a quarter of its usual value. Given its high operating leverage, a stronger-than-expected back-to-school season could send shares up 2x-3x from current prices.</p><p><b>L. B. Foster</b> (NASDAQ:<b>FSTR</b>). The CEO and CFO of the railroad infrastructure firm bought another 4,000 shares on Sept. 13, increasing their combined stake to over 110,000. The company trades for under 0.6x price-book, its lowest valuation since February 2016. The last time that happened, shares would recover within two months, earning investors a 60% return within two months and another 30% return within the next 10.</p><h2>Conclusion: How to Use the Insider Track</h2><p>Not all insider purchases are created equal.</p><p>Some industries like biotech, metals and mining are a treasure trove of opportunity. Executives are often aware of promising new drugs and dig sites long before the companies are required by the SEC to disclose material findings.</p><p>Following executives in other sectors comes with greater risks. Are insiders at <b>Exxon</b> (NYSE:<b>XOM</b>) buying because of an unannounced deal? Or are they blindly speculating on oil prices instead?</p><p>That’s why I tend to avoid companies like <b>HighPeak Energy</b> (NASDAQ:<b>HPK</b>), <b>U.S. Energy Corp</b> (NASDAQ:<b>USEG</b>) and <b>Stronghold Digital Mining</b> (NASDAQ:<b>SDIG</b>) — firms that also recently announced insider purchases. Shares in these firms more closely track the price of oil and <b>Bitcoin</b> (<b><u>BTC-USD</u></b>) – assets that no executive can predict.</p><p>Instead, I focus on bets with particularly opaque financials and high operating leverage. And though every investment requires deeper research before jumping in, the <b>Insider Track</b> provides us with a strong starting point to beating the markets.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Insider Buying 2022: 15 Stocks to Bet On Despite the Bear Market</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInsider Buying 2022: 15 Stocks to Bet On Despite the Bear Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/10/insider-buying-2022-15-stocks-to-bet-on-despite-the-bear-market/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Source: ShutterstockIn October 2021, I made a big call on Longeveron (NASDAQ:LGVN) stock, a biotech firm working on a promising Alzheimer’s therapy.Within six weeks, shares had risen over 11x… a ...</p>\n\n<a href=\"https://investorplace.com/2022/10/insider-buying-2022-15-stocks-to-bet-on-despite-the-bear-market/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQQQ":"纳指三倍做空ETF","TVTX":"Travere Therapeutics, Inc.","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4094":"服装零售","MAC":"马塞里奇房产","MFA":"MFA Financial","TELA":"TELA Bio, Inc.","QQQ":"纳指100ETF","BK4110":"抵押房地产投资信托","OCUL":"Ocular Therapeutix","BTTX":"Better Therapeutics, Inc.","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4183":"个人用品","RILY":"B. Riley Financial, Inc.","SDIG":"Stronghold Digital Mining, Inc","TSLA":"特斯拉","BK4127":"投资银行业与经纪业","LQDA":"Liquidia Technologies Inc","BK4539":"次新股","BK4516":"特朗普概念","BK4213":"石油与天然气的勘探与生产","BK4023":"应用软件","TQQQ":"纳指三倍做多ETF","BK4532":"文艺复兴科技持仓","TARA":"ArTara Therapeutics, Inc.","BK4570":"地缘局势概念股","ZIVO":"Zivo Bioscience, Inc.","XOM":"埃克森美孚","RNAZ":"TransCode Therapeutics  Inc.","BK4534":"瑞士信贷持仓","BK4214":"汽车零售","BK4139":"生物科技","USEG":"美国能源","BK4555":"新能源车","HPK":"Highpeak Energy Acquisition Corp","BK4533":"AQR资本管理(全球第二大对冲基金)","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4080":"零售业房地产投资信托","LRMR":"Larimar Therapeutics, Inc.","BK4167":"医疗保健技术","FSTR":"LB福斯特","BK4527":"明星科技股","TLYS":"Tilly’s","BK4198":"医疗保健用品",".IXIC":"NASDAQ Composite"},"source_url":"https://investorplace.com/2022/10/insider-buying-2022-15-stocks-to-bet-on-despite-the-bear-market/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273828361","content_text":"Source: ShutterstockIn October 2021, I made a big call on Longeveron (NASDAQ:LGVN) stock, a biotech firm working on a promising Alzheimer’s therapy.Within six weeks, shares had risen over 11x… a stunning 1,000% return!My secret?I noticed that the biotech’s CFO was quietly buying shares in the company.“With clinical results due within the next month, Longeveron’s executives are likely using their knowledge of the Aging Frailty study to predict a strong outcome in the Alzheimer’s trial.”Just a month later, the company would announce some unexpectedly good news: The U.S. Food and Drug Administration (FDA) approved Longeveron’s Lomecel-B for use!The Secret to Finding 1,000% WinnersIt turns out that Longeveron’s management aren’t the only ones who are suspiciously good at timing their company’s stock.A study by MIT researchers found that insider transactions in the U.S. would have turned $10,000 into $156,000 over their study period, compared to around $50,300 in the S&P 500.That’s because insiders often act on privileged information, both knowingly and unknowingly. If sales figures are doing well… or patients are responding well to clinical trials… they don’t need the “official” SEC filings to decide to buy.Some call it a total scam.And I get it. SEC rules around insider transactions are surprisingly lax; if a CEO sees a new product performing well or is on the cusp of making a massive deal, it’s often entirely legal to trade on that information. In 2018, Tesla (NASDAQ:TSLA) CEO Elon Musk bought $25 million of his company’s shares while details of a massive $2 billion capital raise were still under wraps.TSLA shares would rise 206% within a year.But as I’ve long said, if you can’t beat ’em, you might as well join. If the world’s richest man generated an extra $75 million along the way by using privileged information, isn’t it fair to follow his steps?It’s a strategy I’ve called the Insider Track.The Best Time to Buy… Is in a Bear MarketThe Insider Track strategy has provenly strong results. Since January 2009, C-Suite buying has generated an annualized return of 20.8%, according to tracking site TipRanks. And in the past week alone, insiders have snapped up $45 million of their corporate shares.These amounts are admittedly smaller than in previous declines. In May 2020, insiders bought a stunning $161 million of shares after the Covid-19 slump. And today, many sectors are doing worse than in 2020 because of higher inflation and rising rates.But some American businesses are still humming along. Here are 15 stocks where insiders act as if they know something the market doesn’t.Top Market TimersOne of the best Insider Track strategies involves mimicking the trades of particularly successful insiders. These are investment firms, CEOs and company owners that have an unusual ability to buy the dips.B. Riley Financial. The boutique investment bank has a strong track record in trading the companies it owns.Lazydays Holdings (NASDAQ:LAZY). In July, the investment bank bought over 10,000 LAZY shares in the $12 range before the CEO announced “remarkable performance” figures. Shares would jump to $17.50. Recent market wobbles have sent LAZY back to the $12 range – an opportunity B. Riley has used to add another 20,000 shares.Opaleye LLC. Opaleye LLC has a notable record of picking biotech winners. A $16 million investment in Travere Therapeutics (NASDAQ:TVTX) in 2014 is now worth almost $50 million, and a smaller investment in Ocular Therapeutix (NASDAQ:OCUL) netted an even more significant 400% return in 2020. Now, the company has added shares in:TELA Bio (NASDAQ:TELA). Since June, Opaleye has snapped up shares of TELA in the $5.75 to $8.25 range in seven transactions. The commercial-stage medical tech firm produces products for soft-tissue reconstruction in hernias, plastic and reconstructive surgery. The firm has a stable business, so Opaleye is likely buying as a valuation play.TRACON Pharmaceuticals (NASDAQ:TCON). The biotech research firm is developing an oncology drug that targets the PD-L1 antibody, a known pathway under study by other large cancer research firms. The drug is now in its pivotal Phase 2 trial, giving the stock a significant upside on any good news.Protara Therapeutics (NASDAQ:TARA). The New York-based biopharma company has two development programs in its pipeline. OK-432 is designed to treat lymphatic malformations, a common disease thought to affect 1 in every 4,000 live births, and TARA-002, a treatment for bladder cancer. Opaleye’s 19,400 share addition in mid-September brings its stake to 2,575,77, a significant stake in a company with potential blockbusters in its pipeline.Biotech StocksOpaleye’s investments represent bets on biotech — some of the hardest decisions for the Insider Track strategy. Many of these R&D firms are riding on a single drug candidate, meaning one failed trial will send the stock to zero. And as outsiders, we can’t tell the difference between opportunistic insider buying versus “pump and dumps.”But biotechs are also some of the most lucrative bets, as Longeveron shows.That’s because biotech executives often know clinical trial results years before the studies publish official results. If half of your patients suddenly stop developing cancers, you don’t need to be a rocket scientist (or a biotech CEO) to realize your therapy is probably outperforming the placebo in your double-blind study. These executives are also generally aware of how discussions with healthcare regulators are progressing.That leads us to three biotech stocks where insiders have recently bought significant stakes.Zivo Bioscience (NASDAQ:ZIVO). Director Christopher Maggiore joined CEO John Payne in buying shares in the $3.50 range after shares fell from over $5. The company develops algae-based products for food-based ingredients and has a market value of under $30 million. It’s a risky bet, but Mr. Maggiore’s $25,000 share purchase suggests he knows something we don’t.Better Therapeutics (NASDAQ:BTTX). The prescription digital therapeutics firm has seen a recent rash of cluster buying. The company’s CEO, CFO and a 10% owner have added $304,000 to their stakes since Sept. 12, a telling sign that the firm might have stumbled on a working therapy. Management previously indicated that its most promising candidate, BT-001, could advance pivotal trials this year or early 2023. Trades centered in the $2 range.TransCode Therapeutics (NASDAQ:RNAZ). The firm’s CEO and 10% owner added 20,000 shares on Sept. 14, raising his stake to 893,114 shares. The firm has a single therapeutic candidate, TTDX-MC138, in its pipeline designed to treat metastatic cancer. The drug is in preclinical trials, meaning that any good news could send shares up several times over.Insider Purchases of Public OfferingsPublic offerings are one of the best ways to understand insider sentiment. Management can spend months preparing these offerings, giving them a clear idea of the issue’s true value as Elon Musk demonstrated in his 2019 TSLA purchase.Larimar Therapeutics (NASDAQ:LRMR). The biotech’s CEO, CFO and two directors bought a combined 5.1 million shares at the firm’s public offering price of $3.15. Larimar’s lead candidate CTI-1601 is currently undergoing Phase 1 clinical trials for Friedreich’s ataxia, a rare genetic disease. Shares would jump 15.5% the following day after the FDA lifted a hold on the trial, but such broad insider purchasing often indicates more potential gains.LinkBancorp (NASDAQ:LNKB). The Pennsylvania-based bank saw 17 executives and directors buy shares in its recent $7.50 public offer – the same price it offered public investors. One director added 80,000 shares in the $7.70 range after prices jumped in first-day trading. Though outsiders won’t get a clear look into the bank’s recent merger with Gratz until next quarter, insiders seem to believe there’s no need to wait for official pro forma figures to buy at market prices.Cluster BuyingFinally, corporate executives often act together in buying company shares. These are some of the most compelling Insider Track investments to make.Macerich (NYSE:MAC). The Santa Monica-based homebuilder saw six insiders buy 104,617 shares this week, including the company’s CEO, president, CFO, and head of leasing. The company now trades at 0.6x book value, significantly below its historical average of 1.6x.Liquidia (NASDAQ:LQDA). Shares of the biopharmaceutical company sank 37% in late August after losing a patent battle with United Therapeutics (NASDAQ:UTHR) Insiders, however, have recently bought shares in the $5.50-$6.00 range, including its CEO (45,747 shares), CFO (8000 shares), Commercial SVP (2,160 shares), COO (1,918 shares) and 10% owner Caligan Partners (250,000 shares).MFA Financial (NYSE:MFA). Between Sept. 14-15, the financial firm’s CEO, CFO, Co-CIO and a director added over 10,000 shares to their already-substantial holdings. Shares of MFA have fallen 55% this year over fears about its lending portfolio, particularly from its high exposure to residential whole loans. Insiders are buying shares as if the worries are wildly overblown.B. Riley Financial (NASDAQ:RILY). The company’s CEO Andrew Moore and director Randall Paulson joined owner Bryant Riley this week in snapping up a combined 48,400 shares in the boutique investment banking and wealth management firm. Shares currently trade at under 6x price-earnings, making it one of the cheapest investment banks by that metric.Tilly’s (NYSE:TLYS). The CFO of the youth-oriented shoe and clothing retailer joined two directors this week in buying up shares in the $6-$7 range. Tilly’s recent share slide now prices the retailer at 1.5x EV/EBITDA (enterprise value to earnings before interest, taxes, depreciation and amortization), around a quarter of its usual value. Given its high operating leverage, a stronger-than-expected back-to-school season could send shares up 2x-3x from current prices.L. B. Foster (NASDAQ:FSTR). The CEO and CFO of the railroad infrastructure firm bought another 4,000 shares on Sept. 13, increasing their combined stake to over 110,000. The company trades for under 0.6x price-book, its lowest valuation since February 2016. The last time that happened, shares would recover within two months, earning investors a 60% return within two months and another 30% return within the next 10.Conclusion: How to Use the Insider TrackNot all insider purchases are created equal.Some industries like biotech, metals and mining are a treasure trove of opportunity. Executives are often aware of promising new drugs and dig sites long before the companies are required by the SEC to disclose material findings.Following executives in other sectors comes with greater risks. Are insiders at Exxon (NYSE:XOM) buying because of an unannounced deal? Or are they blindly speculating on oil prices instead?That’s why I tend to avoid companies like HighPeak Energy (NASDAQ:HPK), U.S. Energy Corp (NASDAQ:USEG) and Stronghold Digital Mining (NASDAQ:SDIG) — firms that also recently announced insider purchases. Shares in these firms more closely track the price of oil and Bitcoin (BTC-USD) – assets that no executive can predict.Instead, I focus on bets with particularly opaque financials and high operating leverage. And though every investment requires deeper research before jumping in, the Insider Track provides us with a strong starting point to beating the markets.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912035224,"gmtCreate":1664699529068,"gmtModify":1676537496057,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Folks, look hard at Google.&nbsp; Worth your time.&nbsp;","listText":"Folks, look hard at Google.&nbsp; Worth your time.&nbsp;","text":"Folks, look hard at Google. Worth your time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912035224","repostId":"1161283382","repostType":2,"repost":{"id":"1161283382","kind":"news","pubTimestamp":1664669556,"share":"https://ttm.financial/m/news/1161283382?lang=&edition=fundamental","pubTime":"2022-10-02 08:12","market":"us","language":"en","title":"A “More Frugal Google”: Stadia’s Demise Isn’t All That Bad for Alphabet","url":"https://stock-news.laohu8.com/highlight/detail?id=1161283382","media":"TipRanks","summary":"White, a known Google bull, unsurprisingly reinforced his Buy rating on the stock with a price target of $145.Wall Street consensus is also bullish on Alphabet stock, with a Strong Buy rating based on 30 Buys and two Holds. The average price target for GOOGL stock is currently $142.63.Bottom-line: Overall, Alphabet Can Beat the OddsGoogle’s dominant position in search and digital advertising is positive. Moreover, rapid digital transformation across industries and the shift of workloads to the c","content":"<div>\n<p>Story HighlightsAlphabet is shutting down its game streaming service Stadia amid cost pressures and underperformance of the platform. However, its upcoming launch of devices grabs the limelight....</p>\n\n<a href=\"https://www.tipranks.com/news/article/a-more-frugal-google-stadias-demise-isnt-all-that-bad-for-alphabet-nasdaqgoogl\">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>A “More Frugal Google”: Stadia’s Demise Isn’t All That Bad for Alphabet</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\">\nA “More Frugal Google”: Stadia’s Demise Isn’t All That Bad for Alphabet\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-02 08:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/a-more-frugal-google-stadias-demise-isnt-all-that-bad-for-alphabet-nasdaqgoogl><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsAlphabet is shutting down its game streaming service Stadia amid cost pressures and underperformance of the platform. However, its upcoming launch of devices grabs the limelight....</p>\n\n<a href=\"https://www.tipranks.com/news/article/a-more-frugal-google-stadias-demise-isnt-all-that-bad-for-alphabet-nasdaqgoogl\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.tipranks.com/news/article/a-more-frugal-google-stadias-demise-isnt-all-that-bad-for-alphabet-nasdaqgoogl","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161283382","content_text":"Story HighlightsAlphabet is shutting down its game streaming service Stadia amid cost pressures and underperformance of the platform. However, its upcoming launch of devices grabs the limelight.Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) subsidiary, Google, is restructuring to reduce costs and optimize its business. Its cloud-based game streaming service, Stadia, is being shuttered. However, there is not much to worry.Why Stadia’s Closure Will Be Good for AlphabetStadia was an underperformer compared to rivals Xbox and PlayStation due to its pricing complexities and confusing interface. Taking a practical decision to shut the service and focus investments on other higher growth areas, Google announced that Stadia will be closed fully on January 18, 2023. Management will try to fit Stadia employees into other suitable teams as far as possible, but some unemployment could be on the cards.However, looking at the bigger picture, shutting an underperforming unit could reduce unnecessary costs, especially at a time when cost pressures are mounting for tech companies. Google is constantly investing in new technologies and penetrating new markets. Such investments need a reasonable amount of borrowing, which is also becoming more expensive with the rising interest rates. Therefore, Stadia’s shuttering will redirect investments to areas that need monetary attention.Also, Stadia was not generating the revenue that Google had envisioned. To that end, an increase in fixed costs without any growth in revenues would put additional weight on Google’s already pressured margins.All Eyes on Made by GoogleAmid all the noise, the company is slated to hold its highly-awaited “Made by Google” event on October 6, ahead of which Monness Crespi Hardt analyst Brian White remains unflinchingly bullish on Google’s longer-term view.As White says, Google is “joining the gadget party” after Apple’s (NASDAQ:AAPL) “Far Out” and Samsung’s “Unfold Your World” launch events. The event will include the introductions of the Pixel 7 and Pixel 7 Pro smartphones, the Google Pixel Watch, and new Nest devices. Notably, the Pixel Watch will be the company’s first smartwatch to be developed leveraging its acquisition of fitness tracking company Fitbit.Although smartphones are facing the wrath of macroeconomics lately, Android still has a dominant position in the operating system market over Apple, according to International Data Corporation’s (IDC) Q2 estimates.Is Google a Good Investment?White, a known Google bull, unsurprisingly reinforced his Buy rating on the stock with a price target of $145.Wall Street consensus is also bullish on Alphabet stock, with a Strong Buy rating based on 30 Buys and two Holds. The average price target for GOOGL stock is currently $142.63.Bottom-line: Overall, Alphabet Can Beat the OddsGoogle’s dominant position in search and digital advertising is positive. Moreover, rapid digital transformation across industries and the shift of workloads to the cloud have prepared a solid growth runway for the company, which will help it “trade at a healthy premium to the market and tech sector in the long run,” according to White.Granted, there are certain pain areas in its business, but nothing that is making Wall Street turn cautious.","news_type":1},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916341201,"gmtCreate":1664518364304,"gmtModify":1676537470648,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"I like the extensive analysis of this article. I'm also in line with an investment with Google.&nbsp;","listText":"I like the extensive analysis of this article. I'm also in line with an investment with Google.&nbsp;","text":"I like the extensive analysis of this article. I'm also in line with an investment with Google.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9916341201","repostId":"1121656018","repostType":2,"isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918422339,"gmtCreate":1664437069722,"gmtModify":1676537455247,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"I would agree on Nike, I must say 👍","listText":"I would agree on Nike, I must say 👍","text":"I would agree on Nike, I must say 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918422339","repostId":"2270628738","repostType":2,"repost":{"id":"2270628738","kind":"highlight","pubTimestamp":1664431095,"share":"https://ttm.financial/m/news/2270628738?lang=&edition=fundamental","pubTime":"2022-09-29 13:58","market":"us","language":"en","title":"Dow Jones Bear Market: 2 Stocks That are Too Cheap to Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2270628738","media":"Motley Fool","summary":"It's time to go bargain hunting.","content":"<html><head></head><body><p>Even some of the strongest of companies haven&#39;t escaped the market downturn. The <b>Dow Jones Industrial Average</b> slipped into a bear market earlier this week. That may not exactly put you in the mood to invest.</p><p>But before you decide to turn your back on the market, consider this. Market downturns are painful, but they&#39;re temporary. And companies with solid long-term prospects will go on to grow and thrive down the road. You could wait and buy them once their prices soar. Or you could focus on this long-term view and buy them today <i>for a steal</i>. Let&#39;s take a look at two stocks that are too cheap to ignore.</p><h2>1. Home Depot</h2><p><b>Home Depot</b> is holding up pretty well considering challenges facing retailers today. The company isn&#39;t immune to inflation and supply chain problems. But it&#39;s been able to manage these issues and grow.</p><p>On the second-quarter earnings call, Home Depot said it&#39;s managed to offset rising costs. And the company has invested in new supply chain facilities. At the same time, demand for home improvement projects remains strong.</p><p>All of this resulted in solid earnings for Home Depot. The company reported its highest quarterly profit and sales ever. This follows a long track record of profit and revenue growth.</p><p><img src=\"https://static.tigerbbs.com/09fc89524ac289735639340a219e73ad\" tg-width=\"720\" tg-height=\"449\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>HD Net Income (Annual) data by YCharts</p><p>I&#39;m optimistic Home Depot can keep its growth going. The company&#39;s feedback from professional clients is a good barometer. These clients say their backlog of projects is strong.</p><p>It&#39;s also important to note that Home Depot&#39;s digital business and use of its mobile app are growing. And the company continues to invest in digital. This also is positive for the long-term picture as more and more consumers are turning to shopping online.</p><p>Home Depot shares have dropped 35% so far this year -- in spite of the company&#39;s resilience. This leaves them trading at less than 17 times forward earnings estimates. That&#39;s compared to more than 25 earlier this year. This is a bargain considering Home Depot&#39;s current earnings and future prospects.</p><h2>2. Nike</h2><p><b>Nike </b>shares have declined 42% this year. Like retailers in general, the seller of athletic gear is facing higher costs and supply chain issues. Nike also may struggle as the stronger dollar reduces the value of its sales abroad. These elements mean Nike&#39;s troubles may not be over.</p><p>But here&#39;s the good news. Today&#39;s challenges are temporary. And Nike has what it takes to manage them -- and thrive over the long term.</p><p>First of all, Nike has brand strength. The company sponsors sports champions such as tennis star Serena Williams. And its Jordan brand is going strong -- nearly 20 years after basketball legend Michael Jordan retired. Last fiscal year was the Jordan brand&#39;s best year ever, the company said.</p><p>Second, Nike has been building out its digital presence and direct connection with consumers over the past few years. It&#39;s limited retail partnerships and instead focuses on sales through its shops and online. It&#39;s also serving its fans with customized offers and special events -- like online drops of new sneakers.</p><p>The strategy is working. Today, Nike&#39;s digital business has doubled from its pre-pandemic size. It&#39;s brought in $10 billion in revenue. And it accounts for 24% of total Nike brand revenue. Importantly, digital is leading to more repeat buying and higher order value.</p><p>In the fiscal year ending May 31, Nike increased its gross margin by 120 basis points to 46%. And a lot of that was thanks to its direct sales to shoppers.</p><p>Nike trades at 25 times forward earnings estimates. That&#39;s down from more than 40 earlier this year. Of course, as I mentioned above, Nike may not rebound overnight. And it&#39;s impossible to time your purchase of the shares to their absolute lowest. But today represents a very reasonable time to get in on this promising long-term story.</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>Dow Jones Bear Market: 2 Stocks That are Too Cheap to Ignore</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\">\nDow Jones Bear Market: 2 Stocks That are Too Cheap to Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-29 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/28/dow-jones-bear-market-2-stocks-that-are-too-cheap/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Even some of the strongest of companies haven't escaped the market downturn. The Dow Jones Industrial Average slipped into a bear market earlier this week. That may not exactly put you in the mood to ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/28/dow-jones-bear-market-2-stocks-that-are-too-cheap/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","BK4083":"家庭装潢零售","BK4561":"索罗斯持仓","BK4567":"ESG概念","HD":"家得宝","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","BK4550":"红杉资本持仓","NKE":"耐克","BK4558":"双十一","BK4146":"鞋类"},"source_url":"https://www.fool.com/investing/2022/09/28/dow-jones-bear-market-2-stocks-that-are-too-cheap/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2270628738","content_text":"Even some of the strongest of companies haven't escaped the market downturn. The Dow Jones Industrial Average slipped into a bear market earlier this week. That may not exactly put you in the mood to invest.But before you decide to turn your back on the market, consider this. Market downturns are painful, but they're temporary. And companies with solid long-term prospects will go on to grow and thrive down the road. You could wait and buy them once their prices soar. Or you could focus on this long-term view and buy them today for a steal. Let's take a look at two stocks that are too cheap to ignore.1. Home DepotHome Depot is holding up pretty well considering challenges facing retailers today. The company isn't immune to inflation and supply chain problems. But it's been able to manage these issues and grow.On the second-quarter earnings call, Home Depot said it's managed to offset rising costs. And the company has invested in new supply chain facilities. At the same time, demand for home improvement projects remains strong.All of this resulted in solid earnings for Home Depot. The company reported its highest quarterly profit and sales ever. This follows a long track record of profit and revenue growth.HD Net Income (Annual) data by YChartsI'm optimistic Home Depot can keep its growth going. The company's feedback from professional clients is a good barometer. These clients say their backlog of projects is strong.It's also important to note that Home Depot's digital business and use of its mobile app are growing. And the company continues to invest in digital. This also is positive for the long-term picture as more and more consumers are turning to shopping online.Home Depot shares have dropped 35% so far this year -- in spite of the company's resilience. This leaves them trading at less than 17 times forward earnings estimates. That's compared to more than 25 earlier this year. This is a bargain considering Home Depot's current earnings and future prospects.2. NikeNike shares have declined 42% this year. Like retailers in general, the seller of athletic gear is facing higher costs and supply chain issues. Nike also may struggle as the stronger dollar reduces the value of its sales abroad. These elements mean Nike's troubles may not be over.But here's the good news. Today's challenges are temporary. And Nike has what it takes to manage them -- and thrive over the long term.First of all, Nike has brand strength. The company sponsors sports champions such as tennis star Serena Williams. And its Jordan brand is going strong -- nearly 20 years after basketball legend Michael Jordan retired. Last fiscal year was the Jordan brand's best year ever, the company said.Second, Nike has been building out its digital presence and direct connection with consumers over the past few years. It's limited retail partnerships and instead focuses on sales through its shops and online. It's also serving its fans with customized offers and special events -- like online drops of new sneakers.The strategy is working. Today, Nike's digital business has doubled from its pre-pandemic size. It's brought in $10 billion in revenue. And it accounts for 24% of total Nike brand revenue. Importantly, digital is leading to more repeat buying and higher order value.In the fiscal year ending May 31, Nike increased its gross margin by 120 basis points to 46%. And a lot of that was thanks to its direct sales to shoppers.Nike trades at 25 times forward earnings estimates. That's down from more than 40 earlier this year. Of course, as I mentioned above, Nike may not rebound overnight. And it's impossible to time your purchase of the shares to their absolute lowest. But today represents a very reasonable time to get in on this promising long-term story.","news_type":1},"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918175060,"gmtCreate":1664345492951,"gmtModify":1676537437668,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Thank you for the article.","listText":"Thank you for the article.","text":"Thank you for the article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918175060","repostId":"2269192370","repostType":2,"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913319293,"gmtCreate":1663909320413,"gmtModify":1676537361787,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9913319293","repostId":"2269207122","repostType":2,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345967841615912,"gmtCreate":1725507147765,"gmtModify":1725507150833,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345967841615912","repostId":"1152986064","repostType":2,"repost":{"id":"1152986064","kind":"news","pubTimestamp":1725500700,"share":"https://ttm.financial/m/news/1152986064?lang=&edition=fundamental","pubTime":"2024-09-05 09:45","market":"sg","language":"en","title":"SGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1152986064","media":"Bloomberg","summary":"Exports get crimped by exchange rate, outbound travelers cheerLocal retail, food establishments coming under pressureIt’s been more than a decade since Singapore’s dollar was last this strong against ","content":"<html><head></head><body><ul style=\"\"><li><p>Exports get crimped by exchange rate, outbound travelers cheer</p></li><li><p>Local retail, food establishments coming under pressure</p></li></ul><p>It’s been more than a decade since Singapore’s dollar was last this strong against its US counterpart, and the effects are being felt by everyone from importers and exporters to shoppers and tourists.</p><p style=\"text-align: start;\">The exchange rate touched the highest level since 2014 on Aug. 26, not long after Prime Minister Lawrence Wong highlighted the importance of a strong currency as a shield to help the city-state combat inflation. The Singapore dollar is close to a record against the Indonesian rupiah as well, and not far off highs against the yen.</p><p style=\"text-align: start;\">People in Singapore are jumping on the opportunity, according to luxury travel agent Lauren Raps. The co-founder of Alchemist Travel says her clients are getting out of town more frequently — and are quick to make deposits on bookings.</p><p style=\"text-align: start;\">“Their dollar goes further and they can live like kings” in places like Bali, Indonesia, or Bangkok, she said. “Dining out here can be quite expensive.”</p><p>Underpinning the currency’s advance to 1.30 per dollar is a monetary policy regime that uses the exchange rate, rather than borrowing costs, as its main lever. Economic slack in China — Singapore’s biggest trading partner — is boosting the latter’s currency on a relative basis. So does trade tension between Beijing and Washington. The International Monetary Fund has flagged upside risks to inflation in the country — those make it beneficial to keep the currency strong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/24c9090ac479e23d83a64306f9da8cf6\" tg-width=\"1200\" tg-height=\"675\"/></p><p>“The strength of the Singapore dollar is a balancing act,” Singapore Business Federation Chief Executive Officer Kok Ping Soon said. While its strength keeps a lid on inflation, benefiting the economy, when it’s too strong it “can price us out of exports.”</p><p>While the city-state’s currency is close to a decade high, the actual difference in the exchange rate between the currency’s pandemic lows and its current peak is just 16 Singapore cents, since the MAS’s currency policy keeps trading in a range. That may explain why local firms are relatively sanguine about the moves.</p><p style=\"text-align: start;\">Still, SBF’s survey of 796 local firms conducted in June and July found logistics and transportation companies, along with banks and insurers, most upbeat about the outlook. Hotels and restaurants — sectors to feel the pinch if inbound tourism crumbles — were the most downbeat.</p><p style=\"text-align: start;\">“Some retail and food and beverage players here are feeling the heat,” said KF Seetoh, founder of food-culture company Makansutra and a Singaporean photographer and restaurant critic. Many Singaporeans are spending their money in neighboring countries like Indonesia and Malaysia, he said, “where lifestyle and culture is pretty similar, except way cheaper.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2149a126d0bb7a4db852506642f61e47\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">The strong currency is also a problem because weak exports can depress manufacturing and employment, said Rob Carnell, chief economist for Asia Pacific at ING Groep NV.</p><p style=\"text-align: start;\">“We’re not looking at a booming economy, just one that’s pottering along,” he said.</p><p style=\"text-align: start;\">Still, there are bright spots in terms of activity. The volume of transfers into US currency from Singapore dollars rose 364% for the June-to-August period compared with a year ago, according to financial-technology firm Revolut Ltd.</p><p style=\"text-align: start;\">One group that also benefits: Americans living in Singapore. Jim Lee, an executive, falls into that category, and he’s happy about the Singapore dollar’s strength — for instance, in terms of submitting his American taxes.</p><p style=\"text-align: start;\">“I have to say, right now is an excellent time to buy US dollars to pay Uncle Sam,” Lee said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade</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\">\nSGD/USD: Singapore’s Holidaymakers Toast Strongest Dollar in a Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exports get crimped by exchange rate, outbound travelers cheerLocal retail, food establishments coming under pressureIt’s been more than a decade since Singapore’s dollar was last this strong against ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-05/sgd-usd-singapore-s-holidaymakers-toast-strongest-dollar-in-a-decade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152986064","content_text":"Exports get crimped by exchange rate, outbound travelers cheerLocal retail, food establishments coming under pressureIt’s been more than a decade since Singapore’s dollar was last this strong against its US counterpart, and the effects are being felt by everyone from importers and exporters to shoppers and tourists.The exchange rate touched the highest level since 2014 on Aug. 26, not long after Prime Minister Lawrence Wong highlighted the importance of a strong currency as a shield to help the city-state combat inflation. The Singapore dollar is close to a record against the Indonesian rupiah as well, and not far off highs against the yen.People in Singapore are jumping on the opportunity, according to luxury travel agent Lauren Raps. The co-founder of Alchemist Travel says her clients are getting out of town more frequently — and are quick to make deposits on bookings.“Their dollar goes further and they can live like kings” in places like Bali, Indonesia, or Bangkok, she said. “Dining out here can be quite expensive.”Underpinning the currency’s advance to 1.30 per dollar is a monetary policy regime that uses the exchange rate, rather than borrowing costs, as its main lever. Economic slack in China — Singapore’s biggest trading partner — is boosting the latter’s currency on a relative basis. So does trade tension between Beijing and Washington. The International Monetary Fund has flagged upside risks to inflation in the country — those make it beneficial to keep the currency strong.“The strength of the Singapore dollar is a balancing act,” Singapore Business Federation Chief Executive Officer Kok Ping Soon said. While its strength keeps a lid on inflation, benefiting the economy, when it’s too strong it “can price us out of exports.”While the city-state’s currency is close to a decade high, the actual difference in the exchange rate between the currency’s pandemic lows and its current peak is just 16 Singapore cents, since the MAS’s currency policy keeps trading in a range. That may explain why local firms are relatively sanguine about the moves.Still, SBF’s survey of 796 local firms conducted in June and July found logistics and transportation companies, along with banks and insurers, most upbeat about the outlook. Hotels and restaurants — sectors to feel the pinch if inbound tourism crumbles — were the most downbeat.“Some retail and food and beverage players here are feeling the heat,” said KF Seetoh, founder of food-culture company Makansutra and a Singaporean photographer and restaurant critic. Many Singaporeans are spending their money in neighboring countries like Indonesia and Malaysia, he said, “where lifestyle and culture is pretty similar, except way cheaper.”The strong currency is also a problem because weak exports can depress manufacturing and employment, said Rob Carnell, chief economist for Asia Pacific at ING Groep NV.“We’re not looking at a booming economy, just one that’s pottering along,” he said.Still, there are bright spots in terms of activity. The volume of transfers into US currency from Singapore dollars rose 364% for the June-to-August period compared with a year ago, according to financial-technology firm Revolut Ltd.One group that also benefits: Americans living in Singapore. Jim Lee, an executive, falls into that category, and he’s happy about the Singapore dollar’s strength — for instance, in terms of submitting his American taxes.“I have to say, right now is an excellent time to buy US dollars to pay Uncle Sam,” Lee said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9983290631,"gmtCreate":1666237852223,"gmtModify":1676537728262,"author":{"id":"4126956022313922","authorId":"4126956022313922","name":"Julianw","avatar":"https://community-static.tradeup.com/news/b3e5ee8e00fbd5d2d070fb101e902b5d","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126956022313922","authorIdStr":"4126956022313922"},"themes":[],"htmlText":"Looking at this IPO happening soon","listText":"Looking at this IPO happening soon","text":"Looking at this IPO happening soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9983290631","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}