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Wakannna

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- WakannnaWakannna
  ·2021-04-30
  Wow, zoom at a bargain??
  Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs
  History says that if you buy high-quality businesses and hang onto them for long periods of time, yo
  Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs
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- WakannnaWakannna
  ·2021-04-28
  Time to buy Alphabet?
  Google’s Ad Resurgence Is Just Getting Started
  Alphabet, with its dominant search engine, may be the best bet among the big tech companies for inve
  Google’s Ad Resurgence Is Just Getting Started
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- WakannnaWakannna
  ·2021-04-26
  Like and comment pls
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- WakannnaWakannna
  ·2021-04-26
  Interesting times.
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These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=1117027267","media":"Motley Fool","summary":"History says that if you buy high-quality businesses and hang onto them for long periods of time, yo","content":"<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, the<b>S&amp;P 500</b>hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.</p>\n<p>However, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&amp;P 500 is breaking records on a near-weekly basis.</p>\n<p>But I have good news: Discounts on great stocks<i>are</i>available, if you're willing to do a bit of digging.</p>\n<p>There are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.</p>\n<p><img src=\"https://static.tigerbbs.com/6c403da53ca4bd71a1178c7e35629817\" tg-width=\"700\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GETTY IMAGES.</p>\n<p><b>Teladoc Health: 41% below its 52-week high</b></p>\n<p>Amonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services provider<b>Teladoc Health</b>(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.</p>\n<p>Last year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.</p>\n<p>Though there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.</p>\n<p>It's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.</p>\n<p>Another reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.</p>\n<p>Livongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.</p>\n<p>Look for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.</p>\n<p><img src=\"https://static.tigerbbs.com/5fca19ebbe0e88c23fe3449884bad2c4\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GETTY IMAGES.</p>\n<p><b>Fastly: 50% below its 52-week high</b></p>\n<p>If you like sifting for discounts, you're going to love edge cloud-services provider<b>Fastly</b>(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.</p>\n<p>Like Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.</p>\n<p>Even though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).</p>\n<p>Just as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.</p>\n<p>What looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.</p>\n<p>Fastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.</p>\n<p><img src=\"https://static.tigerbbs.com/5dabb0b68fe32e12c1462accee7e973b\" tg-width=\"700\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p>IMAGE SOURCE: GETTY IMAGES.</p>\n<p><b>Zoom Video Communications: 43% below its 52-week high</b></p>\n<p>A final game-changing stock that's been substantially discounted in recent months is web-conferencing giant<b>Zoom Video Communications</b>(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.</p>\n<p>Not to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.</p>\n<p>One of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.</p>\n<p>And have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.</p>\n<p>The efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.</p>\n<p>Like Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.</p>","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>Like Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs</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\">\nLike Discounts? These Game-Changing Stocks Are 40% (or More) Below Their 52-Week Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 19:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZM":"Zoom","TDOC":"Teladoc Health Inc.","FSLY":"Fastly, Inc."},"source_url":"https://www.fool.com/investing/2021/04/29/like-discounts-game-changing-stocks-40-below-highs/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117027267","content_text":"History says that if you buy high-quality businesses and hang onto them for long periods of time, you'll have a very good chance of making money. After all, theS&P 500hasn't had a rolling 20-year period between 1919 and 2020 where an investor would have lost money, inclusive of dividends paid.\nHowever, it's psychologically tougher to convince ourselves to put money to work in the market when it's regularly hitting new all-time highs. We want to feel like we're getting a good price when we buy equities, but that can be tough to accomplish when the benchmark S&P 500 is breaking records on a near-weekly basis.\nBut I have good news: Discounts on great stocksareavailable, if you're willing to do a bit of digging.\nThere are currently three game-changing stocks at the forefront of innovation in their respective industries that are all down at least 40% from their respective 52-week (and all-time) highs. Best of all, they look like serious bargains relative to where they stood just a few months ago.\n\nIMAGE SOURCE: GETTY IMAGES.\nTeladoc Health: 41% below its 52-week high\nAmonghealthcare stocks, few, if any, were aided more by the pandemic in 2020 than telemedicine-services providerTeladoc Health(NYSE:TDOC). Yet in spite of its huge year, Teladoc's share price has pulled back approximately 41% from its all-time and 52-week high, set in mid-February. That's a bargain ripe for the picking.\nLast year, with physicians wanting to keep at-risk and potentially infected patients out of their offices, demand for virtual visits soared. Teladoc handled 156% more virtual visits in 2020 than it did in the preceding year.\nThough there have been some concerns as to what would happen to Teladoc once the pandemic ended, the company's growth trajectory and healthcare-benefit profileprojects well for its future. Telehealth is considerably more convenient for patients and can allow doctors to more easily touch base with chronically ill patients.\nIt's also a big win for insurance companies. Virtual visits are typically billed at a lower rate than office visits, and more frequent consultations with chronically ill patients might lead to better long-term outcomes (i.e., lower long-term expenses). These benefits are precisely why Teladoc's sales grew by an annual average rate of 74% between 2012 and 2019.\nAnother reason you're going to want to own Teladoc is itsrecent acquisition of applied health-signals company Livongo Health. Livongo utilizes patient data and artificial intelligence to send its members tips and nudges that are designed to help them lead healthier lives. Once again, we're talking about improving patient outcomes, which is something health insurers are going to get behind.\nLivongo has already courted more than 500,000 diabetes members and has plans to include patients with hypertension and weight-management issues. In other words, its patient pool encompasses a large percentage of the U.S. population.\nLook for Teladoc Health to potentially quintuple its annual sales by mid-decade to north of $5.6 billion, according to Wall Street's consensus estimate.\n\nIMAGE SOURCE: GETTY IMAGES.\nFastly: 50% below its 52-week high\nIf you like sifting for discounts, you're going to love edge cloud-services providerFastly(NYSE:FSLY). Since peaking at $136.50 in mid-October, shares of Fastly have given back half their value. That discountmakes little sense for long-term minded investors.\nLike Teladoc, Fastly was uniquely positioned to benefit from the pandemic. The company is primarily responsible for expediting the delivery of content, including images, video, and streaming, to end users in a secure manner. With people stuck in their homes during the pandemic, consumers and workers went online and into the cloud. This meant a big uptick in demand for content-delivery network services.\nEven though Fastly's new customer growth slowed a bit in the fourth quarter and it forecast a wider-than-anticipated loss in 2021 as it reinvests in growth initiatives and hires more people, the proof is in the pudding that its customers approve of its services. Last year, Fastly had a revenue-retention rate of 99% and adollar-based net expansion rate (DBNER) of 147% and 143%, respectively, in the third and fourth quarters. In plainer English, DNBER tells us that existing clients spent a respective 47% and 43% more in Q3 2020 and Q4 2020, respectively, than they did in the year-ago quarters (Q3 2019 and Q4 2019).\nJust as impressive, we saw Fastly overcome an operational hurdle in the third quarter. During the first half of 2020, popular social media platform TikTok accounted for an eighth of total sales. But with TikTok parent ByteDance quarreling with the Trump administration stateside, it pulled most of its traffic from Fastly's network.\nWhat looked devastating proved ultimately harmless. Full-year sales grew by 45% to $291 million and adjusted gross margin expanded 430 basis points to 60.9%.\nFastly's business is set up perfectly to take advantage of increased content-delivery demand over time. This high-margin, usage-based modelshould make Fastly and its investors rich.\n\nIMAGE SOURCE: GETTY IMAGES.\nZoom Video Communications: 43% below its 52-week high\nA final game-changing stock that's been substantially discounted in recent months is web-conferencing giantZoom Video Communications(NASDAQ:ZM). Since peaking at almost $589 a share on Oct. 19, 2020, the company has since given back 43% of its value through this past weekend.\nNot to sound like a broken record, but Zoom Video was also amajor beneficiary of the pandemic. When the coronavirus shut down traditional offices, workplaces shifted to people's homes. To keep projects going, businesses big and small began turning to web conferencing. This is why Zoom reported $2.65 billion in sales last year, which represented a 326% increase from the prior-year period.\nOne of the big reasons Zoom has been such a success is the company's freemium lure. Zoom offers a free trial of its cloud-based conferencing solutions that's proved highly effective at getting businesses to subscribe. In particular, the company's conferencing solutions have really resonated with small-and-medium-sized businesses. Last year, customers contributing at least $100,000 in trailing-12-month revenue rose 156%. But the number of customers with at least 10 employeessurged 470% to 467,100.\nAnd have I mentioned the sheer dominance? According to Datanyze, Zoomcontrols just shy of 40% of the U.S. web-conferencing market. That's essentially double its next-closest competitor, and makes it the logical choice for most businesses.\nThe efficiencies that Zoom's platform provides businesses makes it highly unlikely that we're going to see its growth slow dramatically in the coming years. If anything, Zoom's cash flow windfall gives it the incentive to expand its services beyond web conferencing.\nLike Teladoc, Zoom looks to be on pace to roughly quintuple its sales over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":100922800,"gmtCreate":1619575545400,"gmtModify":1704726197077,"author":{"id":"3582237431259035","authorId":"3582237431259035","name":"Wakannna","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582237431259035","authorIdStr":"3582237431259035"},"themes":[],"htmlText":"Time to buy Alphabet?","listText":"Time to buy Alphabet?","text":"Time to buy Alphabet?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/100922800","repostId":"1107635503","repostType":2,"repost":{"id":"1107635503","kind":"news","pubTimestamp":1619575174,"share":"https://ttm.financial/m/news/1107635503?lang=&edition=fundamental","pubTime":"2021-04-28 09:59","market":"us","language":"en","title":"Google’s Ad Resurgence Is Just Getting Started","url":"https://stock-news.laohu8.com/highlight/detail?id=1107635503","media":"Bloomberg","summary":"Alphabet, with its dominant search engine, may be the best bet among the big tech companies for inve","content":"<p>Alphabet, with&nbsp;its dominant search engine, may be the best bet&nbsp;among the big tech&nbsp;companies for investors wagering on a broad-based economic recovery.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9d03d68bd7d49bb16bfa36375b099ce\" tg-width=\"1024\" tg-height=\"683\"><span>Google’s digital-ad business is poised for sustained growth. Photographer: Lionel Bonaventure/AFP via Getty Images</span></p>\n<p>Google’s parent&nbsp;Alphabet Inc. is turning out to be one of the biggest winners of the economic reopening trade. On Tuesday, the company posted first-quarter sales results that were&nbsp;significantly higher than&nbsp;expected. Underlying the impressive performance were clear signs that the strength in the internet giant’s search advertising business may be sustainable for some time to come. Its resurgence may be just getting started.</p>\n<p>Alphabet reported first-quarter revenue&nbsp;of $45.6 billion excluding traffic acquisition costs, up 35% from a year earlier and exceeding&nbsp;the $42.6 billion Bloomberg consensus. In its earnings release, Chief Financial Officer&nbsp;Ruth Porat cited&nbsp;broad-based&nbsp;growth in ad revenue, along with higher levels of online activity from consumers. Add to that the announcement of&nbsp;a $50 billion buyback plan&nbsp;and you have a recipe for</p>\n<p>a post-earnings stock pop: Alphabet shares climbed&nbsp;4% in post-market trading.</p>\n<p><img src=\"https://static.tigerbbs.com/f26c695f44b09b478cdaa951656bf5e5\" tg-width=\"883\" tg-height=\"316\"></p>\n<p>Alphabet’s outperformance is understandable given the double dose of government stimulus and wider availability of vaccines, but the nature of the company’s business model increases the chance that the strong growth trend will be durable. It comes down to the company’s virtual monopoly of the search-engine advertising business. Last year, that dominant&nbsp;position&nbsp;was detrimental as it left Alphabet&nbsp;exposed&nbsp;to all areas of the economy amid the pandemic as it&nbsp;decimated the businesses and marketing budgets of&nbsp;traditional industries&nbsp;including travel, brick-and-mortar&nbsp;retail stores, restaurants and outdoor entertainment services. Now,&nbsp;those areas are set to rebound as daily life returns to normal — and&nbsp;Google’s ad revenue should benefit in the process.</p>\n<p>The shift&nbsp;has already begun. On Tuesday’s&nbsp;earnings call, Alphabet’s executives said retail was the company’s&nbsp;strongest area during the quarter, adding that they are seeing more travel-related searches. I believe the transition will last awhile. As more people get vaccinated and the economy steadily reopens, there will be several quarters where the beaten-down sectors outperform.</p>\n<p>On top of riding the recovery, there is also room for Google to improve the&nbsp;profitability of its search-engine business. According to Wedbush Securities, roughly 80% of searches are still not monetized with digital ads. And a Cowen survey of 52 U.S. ad buyers found that&nbsp;70% of respondents said Google Search ads offered the highest return on investment. As demand improves, Google will be in the fortunate position of being able to either increase its ad inventory&nbsp;or raise its pricing. Google also has less relative exposure to areas of the market that are facing growth headwinds in&nbsp;the second half of the year: e-commerce and mobile-app install ads. Online sales are set to slow as physical&nbsp;stores reopen and consumers start spending more on experiences over physical goods, while the mobile ad business will be under pressure&nbsp;after&nbsp;Monday’s release of Apple’s new privacy feature that allows users to block data-tracking by apps on their iPhones.</p>\n<p><img src=\"https://static.tigerbbs.com/626c203b4a35c1897a7ed8c6607ab81a\" tg-width=\"958\" tg-height=\"534\"></p>\n<p>Investors have already bid up Alphabet shares by more than 30% this year amid rising optimism over its prospects. However, the stock price may continue to do well. The market tends to give companies higher valuation multiples during periods when&nbsp;sales growth is accelerating. Alphabet fits the bill. Its revenue growth is expected to improve&nbsp;markedly this year. That’s a contrast to 2020’s pandemic winners Amazon.com&nbsp;Inc. and Netflix Inc.&nbsp;—&nbsp;both companies are&nbsp;expected to have slower growth&nbsp;this year.</p>\n<p>Of course, Alphabet still remains under antitrust and regulatory scrutiny and that’s no small thing. It has been sued by both the U.S. Department of Justice and dozens of state attorneys general last year for its anticompetitive business practices and the use of exclusionary distribution agreements for its search engine. But these lawsuits will take years to sort out and we may not see any new developments for some time.</p>\n<p>For those investors who want to wager&nbsp;on a broad-based economic recovery now, there may be no better bet among the technology giants than Alphabet.</p>","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>Google’s Ad Resurgence Is Just Getting Started</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoogle’s Ad Resurgence Is Just Getting Started\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 09:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-04-28/alphabet-s-google-ad-resurgence-is-just-getting-started?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, with its dominant search engine, may be the best bet among the big tech companies for investors wagering on a broad-based economic recovery.\nGoogle’s digital-ad business is poised for ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-04-28/alphabet-s-google-ad-resurgence-is-just-getting-started?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-04-28/alphabet-s-google-ad-resurgence-is-just-getting-started?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107635503","content_text":"Alphabet, with its dominant search engine, may be the best bet among the big tech companies for investors wagering on a broad-based economic recovery.\nGoogle’s digital-ad business is poised for sustained growth. Photographer: Lionel Bonaventure/AFP via Getty Images\nGoogle’s parent Alphabet Inc. is turning out to be one of the biggest winners of the economic reopening trade. On Tuesday, the company posted first-quarter sales results that were significantly higher than expected. Underlying the impressive performance were clear signs that the strength in the internet giant’s search advertising business may be sustainable for some time to come. Its resurgence may be just getting started.\nAlphabet reported first-quarter revenue of $45.6 billion excluding traffic acquisition costs, up 35% from a year earlier and exceeding the $42.6 billion Bloomberg consensus. In its earnings release, Chief Financial Officer Ruth Porat cited broad-based growth in ad revenue, along with higher levels of online activity from consumers. Add to that the announcement of a $50 billion buyback plan and you have a recipe for\na post-earnings stock pop: Alphabet shares climbed 4% in post-market trading.\n\nAlphabet’s outperformance is understandable given the double dose of government stimulus and wider availability of vaccines, but the nature of the company’s business model increases the chance that the strong growth trend will be durable. It comes down to the company’s virtual monopoly of the search-engine advertising business. Last year, that dominant position was detrimental as it left Alphabet exposed to all areas of the economy amid the pandemic as it decimated the businesses and marketing budgets of traditional industries including travel, brick-and-mortar retail stores, restaurants and outdoor entertainment services. Now, those areas are set to rebound as daily life returns to normal — and Google’s ad revenue should benefit in the process.\nThe shift has already begun. On Tuesday’s earnings call, Alphabet’s executives said retail was the company’s strongest area during the quarter, adding that they are seeing more travel-related searches. I believe the transition will last awhile. As more people get vaccinated and the economy steadily reopens, there will be several quarters where the beaten-down sectors outperform.\nOn top of riding the recovery, there is also room for Google to improve the profitability of its search-engine business. According to Wedbush Securities, roughly 80% of searches are still not monetized with digital ads. And a Cowen survey of 52 U.S. ad buyers found that 70% of respondents said Google Search ads offered the highest return on investment. As demand improves, Google will be in the fortunate position of being able to either increase its ad inventory or raise its pricing. Google also has less relative exposure to areas of the market that are facing growth headwinds in the second half of the year: e-commerce and mobile-app install ads. Online sales are set to slow as physical stores reopen and consumers start spending more on experiences over physical goods, while the mobile ad business will be under pressure after Monday’s release of Apple’s new privacy feature that allows users to block data-tracking by apps on their iPhones.\n\nInvestors have already bid up Alphabet shares by more than 30% this year amid rising optimism over its prospects. However, the stock price may continue to do well. The market tends to give companies higher valuation multiples during periods when sales growth is accelerating. Alphabet fits the bill. Its revenue growth is expected to improve markedly this year. That’s a contrast to 2020’s pandemic winners Amazon.com Inc. and Netflix Inc. — both companies are expected to have slower growth this year.\nOf course, Alphabet still remains under antitrust and regulatory scrutiny and that’s no small thing. It has been sued by both the U.S. Department of Justice and dozens of state attorneys general last year for its anticompetitive business practices and the use of exclusionary distribution agreements for its search engine. But these lawsuits will take years to sort out and we may not see any new developments for some time.\nFor those investors who want to wager on a broad-based economic recovery now, there may be no better bet among the technology giants than Alphabet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375475882,"gmtCreate":1619395113046,"gmtModify":1704723067876,"author":{"id":"3582237431259035","authorId":"3582237431259035","name":"Wakannna","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582237431259035","authorIdStr":"3582237431259035"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375475882","repostId":"1188060568","repostType":4,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375476967,"gmtCreate":1619394999359,"gmtModify":1704723065282,"author":{"id":"3582237431259035","authorId":"3582237431259035","name":"Wakannna","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582237431259035","authorIdStr":"3582237431259035"},"themes":[],"htmlText":"Interesting times.","listText":"Interesting times.","text":"Interesting times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375476967","repostId":"1188060568","repostType":4,"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}