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- Richard123Richard123
  ·2022-07-06
  1fsfssf
  Why Defense Stocks Popped!
  @Deonc：
  Why Defense Stocks Lockheed Martin, AeroVironment, and Rada Electronic All Popped‌‌$Lockheed Martin(LMT)$ +‌5.94%‌$AeroVironment(AVAV)$‌ +14.10%‌$Rada Electronics(RADA)$‌ +12.94%Europe is sending weapons to Ukraine -- and buying even more for itself.What happened Russian military forces attacked neighboring Ukraine last week, and prompted a strong response from the West. In addition to diplomatic condemnation and economic sanctions, we are now seeing a military response -- of sorts -- as nation after nation announces weapons shipments to bolster Ukraine. What's more, NATO nations are beginning to respond to the crisis with promises to increase defe
  Why Defense Stocks Popped!
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- Richard123Richard123
  ·2022-04-02
  Despite having good financial results Micron share price keep sliding down... is there something in the company that shareholders truly dislike and keeping them away... at least not for now.... surely not financial problem that l can think off....
  5 Reasons to Buy Micron, and 1 Reason to Sell
  The memory chipmaker is still firing on all cylinders.
  5 Reasons to Buy Micron, and 1 Reason to Sell
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In addition to diplomatic condemnation and economic sanctions, we are now seeing a military response -- of sorts -- as nation after nation announces weapons shipments to bolster Ukraine. What's more, NATO nations are beginning to respond to the crisis with promises to increase defe","listText":"Why Defense Stocks Lockheed Martin, AeroVironment, and Rada Electronic All Popped‌‌<a href=\"https://laohu8.com/S/LMT\">$Lockheed Martin(LMT)$</a>&nbsp; &nbsp;+‌5.94%‌<a href=\"https://laohu8.com/S/AVAV\">$AeroVironment(AVAV)$</a>‌&nbsp; &nbsp;+14.10%‌<a href=\"https://laohu8.com/S/RADA\">$Rada Electronics(RADA)$</a>‌ +12.94%Europe is sending weapons to Ukraine -- and buying even more for itself.What happened Russian military forces attacked neighboring Ukraine last week, and prompted a strong response from the West. In addition to diplomatic condemnation and economic sanctions, we are now seeing a military response -- of sorts -- as nation after nation announces weapons shipments to bolster Ukraine. What's more, NATO nations are beginning to respond to the crisis with promises to increase defe","text":"Why Defense Stocks Lockheed Martin, AeroVironment, and Rada Electronic All Popped‌‌$Lockheed Martin(LMT)$ +‌5.94%‌$AeroVironment(AVAV)$‌ +14.10%‌$Rada Electronics(RADA)$‌ +12.94%Europe is sending weapons to Ukraine -- and buying even more for itself.What happened Russian military forces attacked neighboring Ukraine last week, and prompted a strong response from the West. In addition to diplomatic condemnation and economic sanctions, we are now seeing a military response -- of sorts -- as nation after nation announces weapons shipments to bolster Ukraine. What's more, NATO nations are beginning to respond to the crisis with promises to increase defe","images":[{"img":"https://static.itradeup.com/news/31074c3ad8bb36e20741bc141c4921f3","width":"200","height":"200"},{"img":"https://static.itradeup.com/news/741139c4f068fe8e11700eec733966d8","width":"200","height":"200"},{"img":"https://static.itradeup.com/news/30311f2cb41b429c73c78ecb9129979f","width":"200","height":"200"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9039466616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9011163843,"gmtCreate":1648829113266,"gmtModify":1676534407039,"author":{"id":"3583806181383564","authorId":"3583806181383564","name":"Richard123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"Despite having good financial&nbsp;results Micron share price&nbsp;keep&nbsp;sliding down... is there something&nbsp;in the company that shareholders truly dislike and keeping them&nbsp;away... at least not for now.... surely not financial problem&nbsp;that l can think off....&nbsp;","listText":"Despite having good financial&nbsp;results Micron share price&nbsp;keep&nbsp;sliding down... is there something&nbsp;in the company that shareholders truly dislike and keeping them&nbsp;away... at least not for now.... surely not financial problem&nbsp;that l can think off....&nbsp;","text":"Despite having good financial results Micron share price keep sliding down... is there something in the company that shareholders truly dislike and keeping them away... at least not for now.... surely not financial problem that l can think off....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011163843","repostId":"1171565456","repostType":2,"repost":{"id":"1171565456","pubTimestamp":1648827118,"share":"https://www.laohu8.com/m/news/1171565456?lang=&edition=full","pubTime":"2022-04-01 23:31","market":"us","language":"en","title":"5 Reasons to Buy Micron, and 1 Reason to Sell","url":"https://stock-news.laohu8.com/highlight/detail?id=1171565456","media":"Motley Fool","summary":"The memory chipmaker is still firing on all cylinders.","content":"<html><head></head><body><p><b>KEY POINTS</b></p><ul><li>Micron’s Q2 numbers easily beat analysts’ estimates.</li><li>It provided sunny guidance for the third quarter.</li><li>The stock still looks incredibly cheap relative to its growth potential.</li></ul><p><b>Micron Technology</b>&#39;s stock rose 3% on March 29 after the memory chipmaker posted its second-quarter earnings report.</p><p>Its revenue rose 25% year over year to $7.79 billion, beating analysts&#39; estimates by $260 million. Its adjusted net income jumped 117% to $2.44 billion, or $2.14 per share -- which also cleared expectations by $0.16.</p><p>Those headline numbers were impressive, but do they make Micron a compelling investment? Let&#39;s review five reasons to buy the stock -- as well as one reason to sell it -- to find out.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a63155855db0c679488faf41b53cb374\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><p><b>1. Double-digit revenue growth for the foreseeable future</b></p><p>Micron&#39;s 25% revenue growth in the second quarter easily surpassed its previous guidance for 17% to 23% growth. It also represented its eighth consecutive quarter of double-digit revenue growth.</p><p>For the third quarter, it expects its revenue to rise 17% year over year to $8.7 billion, which also exceeded analysts&#39; expectations for 10% growth.</p><p>Analysts had expected Micron&#39;s revenue to grow 17% for the full year and rise another 21% in fiscal 2023 -- but the company&#39;s sunny guidance suggests those estimates might be too low.</p><p><b>2. No cyclical slowdown yet</b></p><p>Micron generated 73% of its revenue from DRAM chips during the second quarter. Another 25% came from NAND chips, while the remaining 2% came from other types of memory chips.</p><p>Its DRAM revenue rose 2% sequentially and 29% year over year, while its NAND revenue increased 4% sequentially and 19% year over year.</p><p>That robust growth -- which Micron attributed to the strength of the data center market, robust sales of desktop and enterprise PCs, and the expansion of the automotive and industrial markets -- indicates the &#34;super cycle&#34; in chip upgrades across multiple industries is far from over. The global chip shortage, which Micron expects to last until 2023, will likely prolong that cycle with tighter supplies and higher prices.</p><p>Micron expects the DRAM and NAND markets to maintain a &#34;healthy supply demand balance&#34; throughout the rest of the year, and that the industry&#39;s progress in resolving non-memory component shortages (which indirectly curb the market&#39;s appetite for memory chips) will buoy its near-term growth.</p><p><b>3. Expanding gross and operating margins</b></p><p>Micron&#39;s adjusted gross margin expanded both sequentially and year over year in the second quarter. Its adjusted operating margin dipped sequentially but also significantly expanded year over year. Let&#39;s dive into the numbers.</p><table><colgroup></colgroup><tbody><tr><th><p>Period</p></th><th><p>Q2 2021</p></th><th><p>Q1 2022</p></th><th><p>Q2 2022</p></th></tr><tr><td><p>Gross margin</p></td><td><p>32.9%</p></td><td><p>47%</p></td><td><p>47.8%</p></td></tr><tr><td><p>Operating margin</p></td><td><p>20.2%</p></td><td><p>35.4%</p></td><td><p>35.3%</p></td></tr></tbody></table><p>Data source: Micron. Non-GAAP basis.</p><p>For the third quarter, Micron expects its adjusted gross margin to rise to about 48% as both its DRAM and NAND gross margins improve sequentially -- even as it recognizes a higher mix of lower-margin NAND revenues.</p><p><b>4. Limited exposure to Russia and Ukraine</b></p><p>Over the past month, Ukraine war has exacerbated the global chip shortage by disrupting supplies of neon gas and other minerals.</p><p>But during the conference call, Micron CEO Sanjay Mehrotra said the company had &#34;strategically diversified&#34; its supply chain over the past few years and maintained &#34;appropriate inventories of materials and noble gases.&#34; Therefore, it doesn&#39;t anticipate &#34;any negative impact&#34; to its &#34;near-term production volumes&#34; from the Russian-Ukrainian conflict.</p><p>Mehrotra said the conflict could still cause some of Micron&#39;s costs to rise as it secures a &#34;supply of certain raw materials that could be at risk.&#34; However, its gross margin forecast for the third quarter strongly suggests it will offset those costs with higher average selling prices.</p><p><b>5. A very attractive valuation</b></p><p>Micron trades at just eight times forward earnings, making it one of the market&#39;s cheapest major semiconductor stocks.<b>Intel</b> trades at 14 times forward earnings, while <b>Qualcomm</b> has a forward price-to-earnings ratio of 13.</p><p>Yet Micron is also growing at a much faster rate than both chipmakers. Analysts expect Micron&#39;s adjusted earnings to grow a whopping 51% this year and increase another 35% in fiscal 2023. Over the next five years, they expect its annual earnings to grow at an average rate of about 25% -- which gives it a low PEG ratio of 0.9. Generally speaking, a PEG ratio under 1.0 is considered deeply undervalued.</p><p><b>The one reason to sell Micron: A cyclical slowdown</b></p><p>Micron usually trades at a discount to larger chipmakers like Intel and Qualcomm because its core business is less diversified and more cyclical.</p><p>As a pure-play memory chipmaker, Micron&#39;s growth is pinned to the boom and bust cycles of the DRAM and NAND markets. During its last bust in 2019, Micron&#39;s revenue declined year over year for<i>six straight quarters</i>before returning to growth in the third quarter of fiscal 2020. That&#39;s when its current boom cycle started.</p><p>It&#39;s unclear when this growth cycle will end. But when it does, it will likely cause Micron to abruptly miss Wall Street&#39;s optimistic forecasts.</p><p><b>The strengths still outweigh the weaknesses</b></p><p>Micron&#39;s growth will eventually decelerate, but the current super cycle of chip upgrades should last for at least another year. Therefore, I firmly believe Micron still has plenty of room to run -- since investors seem to be ignoring its obvious strengths and fretting too much over a future slowdown.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>5 Reasons to Buy Micron, and 1 Reason to Sell</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 Reasons to Buy Micron, and 1 Reason to Sell\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSMicron’s Q2 numbers easily beat analysts’ estimates.It provided sunny guidance for the third quarter.The stock still looks incredibly cheap relative to its growth potential.Micron Technology...</p>\n\n<a href=\"https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.fool.com/investing/2022/04/01/5-reasons-to-buy-micron-and-1-reason-to-sell/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171565456","content_text":"KEY POINTSMicron’s Q2 numbers easily beat analysts’ estimates.It provided sunny guidance for the third quarter.The stock still looks incredibly cheap relative to its growth potential.Micron Technology's stock rose 3% on March 29 after the memory chipmaker posted its second-quarter earnings report.Its revenue rose 25% year over year to $7.79 billion, beating analysts' estimates by $260 million. Its adjusted net income jumped 117% to $2.44 billion, or $2.14 per share -- which also cleared expectations by $0.16.Those headline numbers were impressive, but do they make Micron a compelling investment? Let's review five reasons to buy the stock -- as well as one reason to sell it -- to find out.Image source: Getty Images.1. Double-digit revenue growth for the foreseeable futureMicron's 25% revenue growth in the second quarter easily surpassed its previous guidance for 17% to 23% growth. It also represented its eighth consecutive quarter of double-digit revenue growth.For the third quarter, it expects its revenue to rise 17% year over year to $8.7 billion, which also exceeded analysts' expectations for 10% growth.Analysts had expected Micron's revenue to grow 17% for the full year and rise another 21% in fiscal 2023 -- but the company's sunny guidance suggests those estimates might be too low.2. No cyclical slowdown yetMicron generated 73% of its revenue from DRAM chips during the second quarter. Another 25% came from NAND chips, while the remaining 2% came from other types of memory chips.Its DRAM revenue rose 2% sequentially and 29% year over year, while its NAND revenue increased 4% sequentially and 19% year over year.That robust growth -- which Micron attributed to the strength of the data center market, robust sales of desktop and enterprise PCs, and the expansion of the automotive and industrial markets -- indicates the \"super cycle\" in chip upgrades across multiple industries is far from over. The global chip shortage, which Micron expects to last until 2023, will likely prolong that cycle with tighter supplies and higher prices.Micron expects the DRAM and NAND markets to maintain a \"healthy supply demand balance\" throughout the rest of the year, and that the industry's progress in resolving non-memory component shortages (which indirectly curb the market's appetite for memory chips) will buoy its near-term growth.3. Expanding gross and operating marginsMicron's adjusted gross margin expanded both sequentially and year over year in the second quarter. Its adjusted operating margin dipped sequentially but also significantly expanded year over year. Let's dive into the numbers.PeriodQ2 2021Q1 2022Q2 2022Gross margin32.9%47%47.8%Operating margin20.2%35.4%35.3%Data source: Micron. Non-GAAP basis.For the third quarter, Micron expects its adjusted gross margin to rise to about 48% as both its DRAM and NAND gross margins improve sequentially -- even as it recognizes a higher mix of lower-margin NAND revenues.4. Limited exposure to Russia and UkraineOver the past month, Ukraine war has exacerbated the global chip shortage by disrupting supplies of neon gas and other minerals.But during the conference call, Micron CEO Sanjay Mehrotra said the company had \"strategically diversified\" its supply chain over the past few years and maintained \"appropriate inventories of materials and noble gases.\" Therefore, it doesn't anticipate \"any negative impact\" to its \"near-term production volumes\" from the Russian-Ukrainian conflict.Mehrotra said the conflict could still cause some of Micron's costs to rise as it secures a \"supply of certain raw materials that could be at risk.\" However, its gross margin forecast for the third quarter strongly suggests it will offset those costs with higher average selling prices.5. A very attractive valuationMicron trades at just eight times forward earnings, making it one of the market's cheapest major semiconductor stocks.Intel trades at 14 times forward earnings, while Qualcomm has a forward price-to-earnings ratio of 13.Yet Micron is also growing at a much faster rate than both chipmakers. Analysts expect Micron's adjusted earnings to grow a whopping 51% this year and increase another 35% in fiscal 2023. Over the next five years, they expect its annual earnings to grow at an average rate of about 25% -- which gives it a low PEG ratio of 0.9. Generally speaking, a PEG ratio under 1.0 is considered deeply undervalued.The one reason to sell Micron: A cyclical slowdownMicron usually trades at a discount to larger chipmakers like Intel and Qualcomm because its core business is less diversified and more cyclical.As a pure-play memory chipmaker, Micron's growth is pinned to the boom and bust cycles of the DRAM and NAND markets. During its last bust in 2019, Micron's revenue declined year over year forsix straight quartersbefore returning to growth in the third quarter of fiscal 2020. That's when its current boom cycle started.It's unclear when this growth cycle will end. But when it does, it will likely cause Micron to abruptly miss Wall Street's optimistic forecasts.The strengths still outweigh the weaknessesMicron's growth will eventually decelerate, but the current super cycle of chip upgrades should last for at least another year. Therefore, I firmly believe Micron still has plenty of room to run -- since investors seem to be ignoring its obvious strengths and fretting too much over a future slowdown.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}