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therealcloud

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- therealcloudtherealcloud
  ·2022-02-07
  $Bit Digital, Inc.(BTBT)$😭😭😭finally going green
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- therealcloudtherealcloud
  ·2022-02-07
  $Meta Materials Inc.(MMAT)$oh god finally see some signs
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- therealcloudtherealcloud
  ·2022-01-14
  $NVIDIA Corp(NVDA)$why go downward [Cry]
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- therealcloudtherealcloud
  ·2022-01-14
  Ok
  2 New Buy Alerts With 6% Dividend Yield And High Upside
  SummaryAfter taxes and inflation, the real yield of most stocks and bonds is negative.Even then, hig
  2 New Buy Alerts With 6% Dividend Yield And High Upside
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- therealcloudtherealcloud
  ·2022-01-14
  Thanks
  Sorry, this post has been deleted
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- therealcloudtherealcloud
  ·2022-01-14
  👍 ok
  Tech Shares Worst Amid Broad ASX Losses
  Shares had their biggest loss in more than a week on the Australian market and ensured the five-day
  Tech Shares Worst Amid Broad ASX Losses
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- therealcloudtherealcloud
  ·2022-01-14
  Good
  Berkshire Hathaway Prices $1.1 Billion Worth of Yen Bonds
  Warren Buffett’s Berkshire Hathaway Inc. sold 128.5 billion yen ($1.13 billion) in bonds, taking adv
  Berkshire Hathaway Prices $1.1 Billion Worth of Yen Bonds
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- therealcloudtherealcloud
  ·2022-01-14
  Ok 👌
  Better Buy: Tesla or Equal Parts of Lucid, Rivian, Nio, and Ford?
  The race for EV stardom is in full stride, and there are many options to choose from.
  Better Buy: Tesla or Equal Parts of Lucid, Rivian, Nio, and Ford?
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- therealcloudtherealcloud
  ·2022-01-11
  Ok
  NIO: Time To Break Free
  SummaryNIO shares sit at multi-month lows despite strong operational performance.The CCP is loosenin
  NIO: Time To Break Free
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- therealcloudtherealcloud
  ·2022-01-11
  $SINGTEL 10(Z77.SI)$wow[Happy]
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href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>why go downward&nbsp;[Cry]&nbsp;","text":"$NVIDIA Corp(NVDA)$why go downward 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13:26","market":"us","language":"en","title":"2 New Buy Alerts With 6% Dividend Yield And High Upside","url":"https://stock-news.laohu8.com/highlight/detail?id=1154881024","media":"Seeking Alpha","summary":"SummaryAfter taxes and inflation, the real yield of most stocks and bonds is negative.Even then, hig","content":"<html><head></head><body><p>Summary</p><ul><li>After taxes and inflation, the real yield of most stocks and bonds is negative.</li><li>Even then, high-yielding opportunities remain abundant in some beaten-down sub-sectors of the REIT market.</li><li>We highlight two such opportunities that offer 6% dividend yield and high upside.</li></ul><p>If you are an income-seeking investor or even a retiree, you have a big problem on your hands: treasuries, bonds, preferred shares, and regular common shares are all priced for negative real yields:</p><ul><li><p>Treasuries (IEF) yield 1.7%, which turns into ~1.2% after taxes, and a negative -5% after inflation.</p></li></ul><ul><li><p>Corporate bonds (VCLT) are barely better, yielding 3.2%, turning into 2.5% after taxes, and a negative -3.5% after inflation. That&#39;s assuming there are no credit losses, despite historically high leverage and unprecedented uncertainty.</p></li></ul><ul><li><p>What about preferred shares? Many still offer a ~6% current yield, but again, remove taxes, and you are down to ~4%. Then remove inflation and you are back to negative -2%. Even worse, most preferred shares today are priced at a premium to par, which even further worsens future returns.</p></li></ul><ul><li><p>The broader stock market (SPY) yields only 1.5%, which is expected, but even if you favored historically higher-yielding sectors like utilities (XLU), you wouldn&#39;t get more than a 4% yield, which turns into a negative -3% after taxes and inflation.</p><p><img src=\"https://static.tigerbbs.com/47e2bfc59b31345d40b5dfe44deded5a\" tg-width=\"635\" tg-height=\"484\" width=\"100%\" height=\"auto\"/>Obviously, it&#39;s not sustainable for anyone to earn a negative real yield, regardless of how wealthy you are.</p><blockquote><b>So what do you do in today&#39;s environment to earn superior yields in the 6-8% range with additional upside to make up for inflation?</b></blockquote><p>That&#39;s the million-dollar question.</p><p>Some investors have moved their assets into crypto. Through staking on platforms like Coinbase (COIN), they manage to earn an attractive yield in addition to the potential upside. But it goes without saying that crypto is still in its early days and extremely speculative.</p><p>Others have moved to crowdfunding platforms like FarmTogether to invest in private farmland, a notoriously good inflation hedge with yields reaching up to 10%. However, you&#39;re again facing risks here, including illiquidity and concentration. Moreover, these deals are only reserved for accredited investors as of today.</p><p>While these alternative asset classes may deserve a place in a well-diversified portfolio, I&#39;m investing the bulk of my portfolio in something else.</p><p><b>Enter REITs (VNQ)</b></p><p>REITs are publicly-listed real estate investment firms. Many of them are today priced at low yields and expensive valuations. However, others that temporarily suffered from the pandemic are still priced at exceptionally low valuations and high yields.</p><p>I&#39;m particularly interested in those because ultimately the pandemic won&#39;t last forever, and as we slowly move past it, I expect these REITs to unlock substantial upside in addition to their large dividend payments.</p><p>Based on this simple thesis, I have been heavily investing in beaten-down COVID-sensitive REITs since the beginning of the pandemic, and the results have been phenomenal so far:</p><p><img src=\"https://static.tigerbbs.com/9e208b30ea721cf852fb018a3f26ea06\" tg-width=\"640\" tg-height=\"227\" width=\"100%\" height=\"auto\"/></p><p>Best of all, these opportunities remain abundant, and therefore we expect our strong performance to continue in the years ahead.</p><p>In what follows, we will highlight two undervalued REITs that offer a 6%-plus dividend yield along with significant upside potential. We own both of these as part of our Portfolio at High Yield Landlord:</p><p>Northwest Healthcare Properties (NWHUF/NWH.UN)</p><p>Most healthcare REITs suffered significant pain from the pandemic. Senior housing and skilled nursing facilities were already overbuilt prior to the pandemic, and suddenly, their cost went up significantly, even as revenues collapsed, forcing many tenants to stop paying rents.</p><p>As an example, <b>Omega Healthcare</b>(OHI), the largest skilled nursing REIT, reported in late 2021 that some of its tenants had stopped paying rents. Not surprisingly, its share price took a bit of a hit. We think that such REITs deserve to trade at discounted valuations because these sectors are truly challenged.</p><p>However, there are some other healthcare property segments that are doing just fine. I&#39;m here referring to medical office buildings, hospitals, and life science buildings. Despite that, because they&#39;re considered to be &#34;healthcare REITs,&#34; their market sentiment also took a hit as they sold off in association with the other challenged REITs.</p><p>Those are the kinds of healthcare REITS we are buying, and one of our favorite opportunities is <b>Northwest Healthcare Properties</b>(OTC:NWHUF). It is a Canadian REIT that owns a diversified global portfolio of hospitals and medical office buildings, and today, it&#39;s still priced at a 6% dividend yield that&#39;s safely covered and sustainable.</p><p>The market sees NWHUF as &#34;yet another risky healthcare REIT&#34;, but in reality, it is a lot more resilient than average, and not even the pandemic disrupted its steady rental income.</p><p>NWHUF&#39;s resilience is the result of three things:</p><ul><li><p><b>High rent coverage:</b>Senior housing and skilled nursing facilities commonly operate on very thin margins with rent coverage ratios right around 1.2-1.4. This means that there is little room for error. However, hospitals and medical office buildings commonly operate at 3-8x rent coverage. The rent is a much smaller portion of the profits, providing more safety.</p></li></ul><ul><li><p><b>Very low risk of vacancy:</b>Right now, NWHUF has 14 years left on its leases on average, and the yearly lease expirations are very limited. And even as leases expire, it is very difficult to move from one property to another if you operate a hospital or a medical office building.</p></li></ul><ul><li><p><b>International diversification:</b>Unlike most healthcare REITs that only focus on one country, NWHUF has intentionally diversified across multiple continents and countries in order to diversify its risks. This is especially helpful in the healthcare space because you don&#39;t want to be dependent on a single country that may change rules/reimbursement plans from one year to the next.</p><p><img src=\"https://static.tigerbbs.com/1824d7dc6a945068e1669e461a7636b8\" tg-width=\"640\" tg-height=\"306\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/d5013bd41b064409c3bf86abdd823394\" tg-width=\"640\" tg-height=\"297\" width=\"100%\" height=\"auto\"/>NWHUF combines this consistent cash flow business with a rapidly-growing asset management business to boost its total returns.</p><p>In recent years, they began to manage capital for third parties in exchange for fees, and in just three years, they tripled external assets under management:</p><p><img src=\"https://static.tigerbbs.com/1138741d169c1204a84c4c1abfb35bb2\" tg-width=\"640\" tg-height=\"255\" width=\"100%\" height=\"auto\"/>Building this asset management business led to some dilution in the near term as they structured new vehicles, sold assets into them, and incurred set-up costs, but going forward, it is expected to significantly boost the company&#39;s growth as they scale up these vehicles.</p><p>All in all, the management believes that they have a business model that has the potential to deliver 16%-plus annual total returns for shareholders:<img src=\"https://static.tigerbbs.com/6c848d14df899b69f1dc245c8dd32ef8\" tg-width=\"640\" tg-height=\"388\" width=\"100%\" height=\"auto\"/>Historically, they have &#34;only&#34; delivered a 10% average annual total return, but remember that this was before they really started to grow the asset management business, and the recent years were impacted by the creation of these vehicles, as well as the deleveraging of their balance sheet.</p><p>You would expect such a company to trade at a high valuation in today&#39;s 0% interest rate world, but contrary to all logic, it is currently priced at a 5% discount to net asset value, and a steep discount to peers based on P/AFFO:</p><p><img src=\"https://static.tigerbbs.com/3094eb0cd1b53a0faa6e6310cd872237\" tg-width=\"640\" tg-height=\"253\" width=\"100%\" height=\"auto\"/>We think that this is an opportunity and we are buying. While you wait for long-term growth, you earn a steady 6% dividend yield.</p><p>EPR Properties (EPR)</p><p>The pandemic also deeply affected all retail properties. For a long time, people could not visit these properties. To this day, many properties still have some restrictions in place which reduce the profitability of tenants, causing many to default on their rent payments.</p><p>EPR was particularly heavily affected early into the pandemic because it owns mainly &#34;experiential&#34; retail properties like movie theaters, golf complexes, water parks, ski areas, etc.</p><p>Some of EPR&#39;s biggest tenants include companies like AMC (AMC), Cinemark (CNK), and TopGolf:</p><p><img src=\"https://static.tigerbbs.com/8ee290659f04d7e9fb771a1f6f7180a5\" tg-width=\"640\" tg-height=\"270\" width=\"100%\" height=\"auto\"/>As tenants stopped paying rents, EPR was forced to temporarily suspend its dividend, causing its share price to collapse. For a while, investors feared the worst and even questioned whether EPR could survive the crisis.</p><p>In hindsight, that was obviously an overreaction. As we explain in an article that we published early into the pandemic, EPR had a strong balance sheet with significant liquidity and could have survived years of disruption.</p><p>Since then, things have gradually returned to normal, rent collection rates have recovered, EPR reinstated a dividend, and even returned to acquisitions, taking advantage of the uncertainty to get great deals.</p><p>Despite that, EPR&#39;s share price is still nearly 40% below its pre-pandemic level, and the yield is 6.5%:</p><p><img src=\"https://static.tigerbbs.com/15a11878e2759d039b03a8a8d4c0c6da\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/>We think that this is an opportunity.</p><p>EPR is mainly feared due to its exposure to movie theaters, but the market fails to understand the resilience of this business.</p><p>EPR is the landlord, not the operator, and therefore, it earns steady rent checks from 10-plus year-long leases. Moreover, EPR&#39;s movie theaters are some of the most productive in the country, rent coverage is near 2x pre-crisis, and today, theaters are setting new box-office records.</p><p>For example, we&#39;ve seen the new Spider-Man movie just enter the all-time Top 10, despite the global pandemic, restrictions, and lack of tourism. This clearly shows you that there is significant pent-up demand and the movie theater experience remains highly desirable.</p><p>The reality is that if you like blockbuster movies, then movie theaters will continue to be needed to monetize the majority of them. People simply don&#39;t pay as much for VOD and streaming.</p><p>We think that EPR is far more resilient than the market understands and as it returns to growth, we expect 30%+ upside on top of its 6%+ dividend yield.</p><p>Bottom Line</p><p>If you want to earn high yield in today&#39;s market, you need to become creative and look for opportunities where others aren&#39;t.</p><p>Right now, we find the best opportunities in the beaten-down sub-sectors of the real asset market that suffered from the pandemic.</p><p>Many of these stocks are unfairly discounted due to &#34;temporary pain&#34; that won&#39;t last for much longer and offer significant upside and high yield as they recover from the pandemic.</p><p>We have targeted these investments for most of the past two years, and here are our results so far. We expect more of the same in 2022.</p></li></ul></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 New Buy Alerts With 6% Dividend Yield And High Upside</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 New Buy Alerts With 6% Dividend Yield And High Upside\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4479281-2-new-buy-alerts-with-6-percent-dividend-yield-and-high-upside><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAfter taxes and inflation, the real yield of most stocks and bonds is negative.Even then, high-yielding opportunities remain abundant in some beaten-down sub-sectors of the REIT market.We ...</p>\n\n<a href=\"https://seekingalpha.com/article/4479281-2-new-buy-alerts-with-6-percent-dividend-yield-and-high-upside\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EPR":"EPR不动产","NWHUF":"Northwest Healthcare Properties Real Estate Investment"},"source_url":"https://seekingalpha.com/article/4479281-2-new-buy-alerts-with-6-percent-dividend-yield-and-high-upside","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154881024","content_text":"SummaryAfter taxes and inflation, the real yield of most stocks and bonds is negative.Even then, high-yielding opportunities remain abundant in some beaten-down sub-sectors of the REIT market.We highlight two such opportunities that offer 6% dividend yield and high upside.If you are an income-seeking investor or even a retiree, you have a big problem on your hands: treasuries, bonds, preferred shares, and regular common shares are all priced for negative real yields:Treasuries (IEF) yield 1.7%, which turns into ~1.2% after taxes, and a negative -5% after inflation.Corporate bonds (VCLT) are barely better, yielding 3.2%, turning into 2.5% after taxes, and a negative -3.5% after inflation. That's assuming there are no credit losses, despite historically high leverage and unprecedented uncertainty.What about preferred shares? Many still offer a ~6% current yield, but again, remove taxes, and you are down to ~4%. Then remove inflation and you are back to negative -2%. Even worse, most preferred shares today are priced at a premium to par, which even further worsens future returns.The broader stock market (SPY) yields only 1.5%, which is expected, but even if you favored historically higher-yielding sectors like utilities (XLU), you wouldn't get more than a 4% yield, which turns into a negative -3% after taxes and inflation.Obviously, it's not sustainable for anyone to earn a negative real yield, regardless of how wealthy you are.So what do you do in today's environment to earn superior yields in the 6-8% range with additional upside to make up for inflation?That's the million-dollar question.Some investors have moved their assets into crypto. Through staking on platforms like Coinbase (COIN), they manage to earn an attractive yield in addition to the potential upside. But it goes without saying that crypto is still in its early days and extremely speculative.Others have moved to crowdfunding platforms like FarmTogether to invest in private farmland, a notoriously good inflation hedge with yields reaching up to 10%. However, you're again facing risks here, including illiquidity and concentration. Moreover, these deals are only reserved for accredited investors as of today.While these alternative asset classes may deserve a place in a well-diversified portfolio, I'm investing the bulk of my portfolio in something else.Enter REITs (VNQ)REITs are publicly-listed real estate investment firms. Many of them are today priced at low yields and expensive valuations. However, others that temporarily suffered from the pandemic are still priced at exceptionally low valuations and high yields.I'm particularly interested in those because ultimately the pandemic won't last forever, and as we slowly move past it, I expect these REITs to unlock substantial upside in addition to their large dividend payments.Based on this simple thesis, I have been heavily investing in beaten-down COVID-sensitive REITs since the beginning of the pandemic, and the results have been phenomenal so far:Best of all, these opportunities remain abundant, and therefore we expect our strong performance to continue in the years ahead.In what follows, we will highlight two undervalued REITs that offer a 6%-plus dividend yield along with significant upside potential. We own both of these as part of our Portfolio at High Yield Landlord:Northwest Healthcare Properties (NWHUF/NWH.UN)Most healthcare REITs suffered significant pain from the pandemic. Senior housing and skilled nursing facilities were already overbuilt prior to the pandemic, and suddenly, their cost went up significantly, even as revenues collapsed, forcing many tenants to stop paying rents.As an example, Omega Healthcare(OHI), the largest skilled nursing REIT, reported in late 2021 that some of its tenants had stopped paying rents. Not surprisingly, its share price took a bit of a hit. We think that such REITs deserve to trade at discounted valuations because these sectors are truly challenged.However, there are some other healthcare property segments that are doing just fine. I'm here referring to medical office buildings, hospitals, and life science buildings. Despite that, because they're considered to be \"healthcare REITs,\" their market sentiment also took a hit as they sold off in association with the other challenged REITs.Those are the kinds of healthcare REITS we are buying, and one of our favorite opportunities is Northwest Healthcare Properties(OTC:NWHUF). It is a Canadian REIT that owns a diversified global portfolio of hospitals and medical office buildings, and today, it's still priced at a 6% dividend yield that's safely covered and sustainable.The market sees NWHUF as \"yet another risky healthcare REIT\", but in reality, it is a lot more resilient than average, and not even the pandemic disrupted its steady rental income.NWHUF's resilience is the result of three things:High rent coverage:Senior housing and skilled nursing facilities commonly operate on very thin margins with rent coverage ratios right around 1.2-1.4. This means that there is little room for error. However, hospitals and medical office buildings commonly operate at 3-8x rent coverage. The rent is a much smaller portion of the profits, providing more safety.Very low risk of vacancy:Right now, NWHUF has 14 years left on its leases on average, and the yearly lease expirations are very limited. And even as leases expire, it is very difficult to move from one property to another if you operate a hospital or a medical office building.International diversification:Unlike most healthcare REITs that only focus on one country, NWHUF has intentionally diversified across multiple continents and countries in order to diversify its risks. This is especially helpful in the healthcare space because you don't want to be dependent on a single country that may change rules/reimbursement plans from one year to the next.NWHUF combines this consistent cash flow business with a rapidly-growing asset management business to boost its total returns.In recent years, they began to manage capital for third parties in exchange for fees, and in just three years, they tripled external assets under management:Building this asset management business led to some dilution in the near term as they structured new vehicles, sold assets into them, and incurred set-up costs, but going forward, it is expected to significantly boost the company's growth as they scale up these vehicles.All in all, the management believes that they have a business model that has the potential to deliver 16%-plus annual total returns for shareholders:Historically, they have \"only\" delivered a 10% average annual total return, but remember that this was before they really started to grow the asset management business, and the recent years were impacted by the creation of these vehicles, as well as the deleveraging of their balance sheet.You would expect such a company to trade at a high valuation in today's 0% interest rate world, but contrary to all logic, it is currently priced at a 5% discount to net asset value, and a steep discount to peers based on P/AFFO:We think that this is an opportunity and we are buying. While you wait for long-term growth, you earn a steady 6% dividend yield.EPR Properties (EPR)The pandemic also deeply affected all retail properties. For a long time, people could not visit these properties. To this day, many properties still have some restrictions in place which reduce the profitability of tenants, causing many to default on their rent payments.EPR was particularly heavily affected early into the pandemic because it owns mainly \"experiential\" retail properties like movie theaters, golf complexes, water parks, ski areas, etc.Some of EPR's biggest tenants include companies like AMC (AMC), Cinemark (CNK), and TopGolf:As tenants stopped paying rents, EPR was forced to temporarily suspend its dividend, causing its share price to collapse. For a while, investors feared the worst and even questioned whether EPR could survive the crisis.In hindsight, that was obviously an overreaction. As we explain in an article that we published early into the pandemic, EPR had a strong balance sheet with significant liquidity and could have survived years of disruption.Since then, things have gradually returned to normal, rent collection rates have recovered, EPR reinstated a dividend, and even returned to acquisitions, taking advantage of the uncertainty to get great deals.Despite that, EPR's share price is still nearly 40% below its pre-pandemic level, and the yield is 6.5%:We think that this is an opportunity.EPR is mainly feared due to its exposure to movie theaters, but the market fails to understand the resilience of this business.EPR is the landlord, not the operator, and therefore, it earns steady rent checks from 10-plus year-long leases. Moreover, EPR's movie theaters are some of the most productive in the country, rent coverage is near 2x pre-crisis, and today, theaters are setting new box-office records.For example, we've seen the new Spider-Man movie just enter the all-time Top 10, despite the global pandemic, restrictions, and lack of tourism. This clearly shows you that there is significant pent-up demand and the movie theater experience remains highly desirable.The reality is that if you like blockbuster movies, then movie theaters will continue to be needed to monetize the majority of them. People simply don't pay as much for VOD and streaming.We think that EPR is far more resilient than the market understands and as it returns to growth, we expect 30%+ upside on top of its 6%+ dividend yield.Bottom LineIf you want to earn high yield in today's market, you need to become creative and look for opportunities where others aren't.Right now, we find the best opportunities in the beaten-down sub-sectors of the real asset market that suffered from the pandemic.Many of these stocks are unfairly discounted due to \"temporary pain\" that won't last for much longer and offer significant upside and high yield as they recover from the pandemic.We have targeted these investments for most of the past two years, and here are our results so far. We expect more of the same in 2022.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005986036,"gmtCreate":1642144246477,"gmtModify":1676533686188,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005986036","repostId":"1154881024","repostType":4,"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005989203,"gmtCreate":1642142854234,"gmtModify":1676533686099,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"👍 ok","listText":"👍 ok","text":"👍 ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005989203","repostId":"1113560067","repostType":4,"repost":{"id":"1113560067","kind":"news","pubTimestamp":1642139845,"share":"https://ttm.financial/m/news/1113560067?lang=&edition=fundamental","pubTime":"2022-01-14 13:57","market":"other","language":"en","title":"Tech Shares Worst Amid Broad ASX Losses","url":"https://stock-news.laohu8.com/highlight/detail?id=1113560067","media":"Perthnow","summary":"Shares had their biggest loss in more than a week on the Australian market and ensured the five-day ","content":"<html><head></head><body><p>Shares had their biggest loss in more than a week on the Australian market and ensured the five-day stretch was a losing one.</p><p>Technology shares crashed by almost four per cent on Friday and almost all categories were lower after similar moves on Wall Street.</p><p>The benchmark S&amp;P/ASX200 index closed down 80.5 points, or 1.08 per cent, to 7393.9 points.</p><p>The All Ordinaries index closed lower by 80.4 points, or 1.03 per cent, to 7717.1 points.</p><p>For the week, the market lost 0.8 per cent.</p><p>The Australian dollar was buying 72.79 US cents at 1616 AEDT, lower from 72.87 US cents at Thursday&#39;s close.</p></body></html>","source":"lsy1642055555906","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>Tech Shares Worst Amid Broad ASX Losses</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\">\nTech Shares Worst Amid Broad ASX Losses\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 13:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.perthnow.com.au/business/markets/tech-shares-bear-brunt-of-asx-decline-c-5303206><strong>Perthnow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares had their biggest loss in more than a week on the Australian market and ensured the five-day stretch was a losing one.Technology shares crashed by almost four per cent on Friday and almost all ...</p>\n\n<a href=\"https://www.perthnow.com.au/business/markets/tech-shares-bear-brunt-of-asx-decline-c-5303206\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XKO.AU":"标普/澳交所 300指数","XAO.AU":"标普/澳交所 普通股指数","XJO.AU":"标普/澳交所 200指数"},"source_url":"https://www.perthnow.com.au/business/markets/tech-shares-bear-brunt-of-asx-decline-c-5303206","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113560067","content_text":"Shares had their biggest loss in more than a week on the Australian market and ensured the five-day stretch was a losing one.Technology shares crashed by almost four per cent on Friday and almost all categories were lower after similar moves on Wall Street.The benchmark S&P/ASX200 index closed down 80.5 points, or 1.08 per cent, to 7393.9 points.The All Ordinaries index closed lower by 80.4 points, or 1.03 per cent, to 7717.1 points.For the week, the market lost 0.8 per cent.The Australian dollar was buying 72.79 US cents at 1616 AEDT, lower from 72.87 US cents at Thursday's close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005912367,"gmtCreate":1642140584777,"gmtModify":1676533685975,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005912367","repostId":"1141223989","repostType":4,"repost":{"id":"1141223989","kind":"news","pubTimestamp":1642131552,"share":"https://ttm.financial/m/news/1141223989?lang=&edition=fundamental","pubTime":"2022-01-14 11:39","market":"us","language":"en","title":"Berkshire Hathaway Prices $1.1 Billion Worth of Yen Bonds","url":"https://stock-news.laohu8.com/highlight/detail?id=1141223989","media":"Bloomberg","summary":"Warren Buffett’s Berkshire Hathaway Inc. sold 128.5 billion yen ($1.13 billion) in bonds, taking adv","content":"<html><head></head><body><p>Warren Buffett’s Berkshire Hathaway Inc. sold 128.5 billion yen ($1.13 billion) in bonds, taking advantage of Japan’s ultra-low borrowing costs.</p><p>The U.S. company priced a multi-part debt offering on Friday, marking its fourth bond deal in the Japanese currency in as many years.</p><p>With a coupon of 0.203%, the U.S. company priced its 5-year debt at a rate attractive to Japanese buyers given government bonds of that tenor offer negative yields and local companies can sell notes of a similar maturity at less than half that cost.</p><p>While bond yields in Japan have also climbed at the start of the year amid global consumer price pressures, the moves have been small compared with dollar markets due to the Bank of Japan’s negative-interest rate policy.</p><p>Berkshire Hathawaypricedone of the biggest yen bond offerings ever by an overseas firm in 2019, and announced the following year that it had built up stakes of about 5% in Japan’s biggest trading companies.</p><p>The company’s 2022 yen issuance was smaller than its 160 billion yen transaction in April 2021.</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>Berkshire Hathaway Prices $1.1 Billion Worth of Yen Bonds</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\">\nBerkshire Hathaway Prices $1.1 Billion Worth of Yen Bonds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2022-01-14/buffett-s-berkshire-hathaway-prices-128-5-billion-yen-of-bonds?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett’s Berkshire Hathaway Inc. sold 128.5 billion yen ($1.13 billion) in bonds, taking advantage of Japan’s ultra-low borrowing costs.The U.S. company priced a multi-part debt offering on ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-01-14/buffett-s-berkshire-hathaway-prices-128-5-billion-yen-of-bonds?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":{"BRK.A":"伯克希尔"},"source_url":"https://www.bloomberg.com/news/articles/2022-01-14/buffett-s-berkshire-hathaway-prices-128-5-billion-yen-of-bonds?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141223989","content_text":"Warren Buffett’s Berkshire Hathaway Inc. sold 128.5 billion yen ($1.13 billion) in bonds, taking advantage of Japan’s ultra-low borrowing costs.The U.S. company priced a multi-part debt offering on Friday, marking its fourth bond deal in the Japanese currency in as many years.With a coupon of 0.203%, the U.S. company priced its 5-year debt at a rate attractive to Japanese buyers given government bonds of that tenor offer negative yields and local companies can sell notes of a similar maturity at less than half that cost.While bond yields in Japan have also climbed at the start of the year amid global consumer price pressures, the moves have been small compared with dollar markets due to the Bank of Japan’s negative-interest rate policy.Berkshire Hathawaypricedone of the biggest yen bond offerings ever by an overseas firm in 2019, and announced the following year that it had built up stakes of about 5% in Japan’s biggest trading companies.The company’s 2022 yen issuance was smaller than its 160 billion yen transaction in April 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005912087,"gmtCreate":1642140504784,"gmtModify":1676533685973,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"Ok 👌&nbsp;","listText":"Ok 👌&nbsp;","text":"Ok 👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005912087","repostId":"2203767552","repostType":4,"repost":{"id":"2203767552","kind":"highlight","pubTimestamp":1642130492,"share":"https://ttm.financial/m/news/2203767552?lang=&edition=fundamental","pubTime":"2022-01-14 11:21","market":"us","language":"en","title":"Better Buy: Tesla or Equal Parts of Lucid, Rivian, Nio, and Ford?","url":"https://stock-news.laohu8.com/highlight/detail?id=2203767552","media":"Motley Fool","summary":"The race for EV stardom is in full stride, and there are many options to choose from.","content":"<html><head></head><body><p>After making waves in 2021, the electric vehicle (EV) industry has wasted no time making a name for itself so far in 2022. Despite the <b>Nasdaq Composite </b>being negative for the year, share prices of <b>Lucid Group</b> (NASDAQ:LCID) and <b>Ford Motor Company </b>(NYSE:F) have already gained over 17% each as investors cheer EV investments and accelerated production goals.</p><p>Investors looking to take a slice out of the EV pie may consider going with an industry leader like <b>Tesla</b> (NASDAQ:TSLA), or taking more of a basket approach with several EV stocks such as Lucid, Ford, <b>Rivian Automotive</b> (NASDAQ:RIVN), and <b>Nio</b> (NYSE:NIO). Here&#39;s the case for each.</p><h2>The obvious choice is often the best choice</h2><p><b>Daniel Foelber (Tesla):</b> The good thing about industry-leading companies is that their strengths and weaknesses are right in the open. Due to its routine media coverage, Tesla&#39;s pros and cons are even more broadly discussed than most companies&#39;.</p><p>Tesla&#39;s long list of strengths starts with its extremely high production and delivery growth rate. 2021 deliveries of 936,172 vehicles were nearly four times higher than its full-year 2018 delivery numbers. High sales and a global footprint have helped Tesla improve its profitability. The full-year results aren&#39;t out yet, but Tesla&#39;s trailing-12-month figures for the last three years illustrate just how fast its top line and profitability are growing. For example, consider that Tesla&#39;s trailing-12-month revenue is up 80% from three years ago, its net income is up to $3.5 billion, and its operating margin is 9.5%.</p><p><img src=\"https://static.tigerbbs.com/aed7c2f6fb7ad05ce5ba64265770062a\" tg-width=\"720\" tg-height=\"527\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>TSLA Revenue (TTM) data by YCharts</p><p>We&#39;ll likely see Tesla&#39;s profitability continue to improve as it ramps up production and grows its manufacturing capacity thanks to the launch of Gigafactories in Texas and Germany this year.</p><p>Tesla&#39;s strengths are its industry-leading position in the global EV market, advanced battery and self-driving technology, first-mover advantage, expansive DC fast-charging network, strong brand equity, a diverse business that includes other energy solutions, and industry-leading operating margin. Its main weakness has nothing to do with Tesla the company, but rather, it has to do with Tesla the stock and its expensive valuation.</p><p>If recent history tells us anything, it&#39;s that the market will give fundamentally strong businesses premium valuations because it&#39;s better to buy a fantastic company for an expensive price than a decent company for a cheap price. Tesla is a fantastic company. And while its stock price could very easily go down over the short term, its long-term strengths show no signs of fading anytime soon. Buying Tesla seems like an easy choice. But so was simply buying large tech stocks like <b>Apple</b>, <b>Microsoft</b>, or <b>Alphabet </b>over the last few years -- all three of which crushed the market. Tesla may underperform a basket of EV stocks. But it also could be a simple yet effective solution that&#39;s good enough for investors looking for a small position in the EV industry.</p><h2>Taking emotion out</h2><p><b>Howard Smith (Lucid/Rivian/Nio/Ford):</b> Comparing the recent share prices of the undisputed EV king and its up-and-coming competitors is an interesting exercise. Going on three weeks into the new year, the stock movements in 2022 still tell the story for those debating spreading bets or buying into the leader:</p><p><img src=\"https://static.tigerbbs.com/2410381bc2e056615dd4eaa5cd8be8fa\" tg-width=\"720\" tg-height=\"550\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>LCID data by YCharts</p><p>Of course, looking at results over a short period is meaningless when judging total returns. But the above chart still shows what investors should think about when deciding how to approach investing in EV manufacturers. Buying shares in the group of Lucid, Rivian, Ford, and Nio will likely result in a mix of results. In just the first month of 2022, that has ranged from a drop of almost 20% to a gain of more than 19%.</p><p>That&#39;s partly because when it comes to these companies -- and the transition to electrification that Ford has in the works -- there remain many uncertainties and risks. Tesla&#39;s path has been well documented, and though there are likely surprises still to come from CEO Elon Musk and company, its EV business is established.</p><p>Ford is just beginning to sell its Mach-E, and interest in the F-150 Lightning appears to be off the charts, so investors are betting it will be successful in the EV space. Lucid just began delivering its luxury Air sedans and has plans to grow overseas and with future new vehicle offerings, including its Gravity SUV. It expects to be selling in Europe this year and plans to begin production on the luxury electric SUV late in 2023.</p><p>Rivian just recently began trading publicly, and news that early investor and customer <b>Amazon</b> will be spreading its purchases of electric delivery vans among other producers spooked investors.</p><p>Nio is the most established EV manufacturer among this group besides Tesla. It has expansion and growth planned for 2022, but investors have already given it a relatively high valuation.</p><p>If you believe in Tesla even considering its $1 trillion valuation, that might be the EV stock for you. But if a 40% or 50% drop in shares would cause panic, investing in a group that will likely have some winners and some losers might be a better approach. Lucid, Rivian, Ford, and Nio could all be winners in the EV market. But if not, at least a mix might help take emotion out of the investments. And emotion is rarely beneficial when it comes to investing decisions.</p><h2>Investing in EV stocks in a way that fits your personal preference</h2><p>Given the pros and cons of the points discussed, the best option for most investors could be selecting EV stocks that suit your risk tolerance and weighting them accordingly in a basket of EV stocks. For many, that basket could include Tesla. For others, it may carry higher weights of riskier but potentially more rewarding companies like Lucid and Rivian. And for risk-averse investors, it could entail sticking to legacy automakers like Ford that have shown a commitment to investing in the electric car industry.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Better Buy: Tesla or Equal Parts of Lucid, Rivian, Nio, and Ford?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBetter Buy: Tesla or Equal Parts of Lucid, Rivian, Nio, and Ford?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 11:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/13/better-buy-tesla-or-equal-parts-of-lucid-rivian-ni/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After making waves in 2021, the electric vehicle (EV) industry has wasted no time making a name for itself so far in 2022. Despite the Nasdaq Composite being negative for the year, share prices of ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/13/better-buy-tesla-or-equal-parts-of-lucid-rivian-ni/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","F":"福特汽车","LCID":"Lucid Group Inc","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4527":"明星科技股","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","RIVN":"Rivian Automotive, Inc.","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车"},"source_url":"https://www.fool.com/investing/2022/01/13/better-buy-tesla-or-equal-parts-of-lucid-rivian-ni/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2203767552","content_text":"After making waves in 2021, the electric vehicle (EV) industry has wasted no time making a name for itself so far in 2022. Despite the Nasdaq Composite being negative for the year, share prices of Lucid Group (NASDAQ:LCID) and Ford Motor Company (NYSE:F) have already gained over 17% each as investors cheer EV investments and accelerated production goals.Investors looking to take a slice out of the EV pie may consider going with an industry leader like Tesla (NASDAQ:TSLA), or taking more of a basket approach with several EV stocks such as Lucid, Ford, Rivian Automotive (NASDAQ:RIVN), and Nio (NYSE:NIO). Here's the case for each.The obvious choice is often the best choiceDaniel Foelber (Tesla): The good thing about industry-leading companies is that their strengths and weaknesses are right in the open. Due to its routine media coverage, Tesla's pros and cons are even more broadly discussed than most companies'.Tesla's long list of strengths starts with its extremely high production and delivery growth rate. 2021 deliveries of 936,172 vehicles were nearly four times higher than its full-year 2018 delivery numbers. High sales and a global footprint have helped Tesla improve its profitability. The full-year results aren't out yet, but Tesla's trailing-12-month figures for the last three years illustrate just how fast its top line and profitability are growing. For example, consider that Tesla's trailing-12-month revenue is up 80% from three years ago, its net income is up to $3.5 billion, and its operating margin is 9.5%.TSLA Revenue (TTM) data by YChartsWe'll likely see Tesla's profitability continue to improve as it ramps up production and grows its manufacturing capacity thanks to the launch of Gigafactories in Texas and Germany this year.Tesla's strengths are its industry-leading position in the global EV market, advanced battery and self-driving technology, first-mover advantage, expansive DC fast-charging network, strong brand equity, a diverse business that includes other energy solutions, and industry-leading operating margin. Its main weakness has nothing to do with Tesla the company, but rather, it has to do with Tesla the stock and its expensive valuation.If recent history tells us anything, it's that the market will give fundamentally strong businesses premium valuations because it's better to buy a fantastic company for an expensive price than a decent company for a cheap price. Tesla is a fantastic company. And while its stock price could very easily go down over the short term, its long-term strengths show no signs of fading anytime soon. Buying Tesla seems like an easy choice. But so was simply buying large tech stocks like Apple, Microsoft, or Alphabet over the last few years -- all three of which crushed the market. Tesla may underperform a basket of EV stocks. But it also could be a simple yet effective solution that's good enough for investors looking for a small position in the EV industry.Taking emotion outHoward Smith (Lucid/Rivian/Nio/Ford): Comparing the recent share prices of the undisputed EV king and its up-and-coming competitors is an interesting exercise. Going on three weeks into the new year, the stock movements in 2022 still tell the story for those debating spreading bets or buying into the leader:LCID data by YChartsOf course, looking at results over a short period is meaningless when judging total returns. But the above chart still shows what investors should think about when deciding how to approach investing in EV manufacturers. Buying shares in the group of Lucid, Rivian, Ford, and Nio will likely result in a mix of results. In just the first month of 2022, that has ranged from a drop of almost 20% to a gain of more than 19%.That's partly because when it comes to these companies -- and the transition to electrification that Ford has in the works -- there remain many uncertainties and risks. Tesla's path has been well documented, and though there are likely surprises still to come from CEO Elon Musk and company, its EV business is established.Ford is just beginning to sell its Mach-E, and interest in the F-150 Lightning appears to be off the charts, so investors are betting it will be successful in the EV space. Lucid just began delivering its luxury Air sedans and has plans to grow overseas and with future new vehicle offerings, including its Gravity SUV. It expects to be selling in Europe this year and plans to begin production on the luxury electric SUV late in 2023.Rivian just recently began trading publicly, and news that early investor and customer Amazon will be spreading its purchases of electric delivery vans among other producers spooked investors.Nio is the most established EV manufacturer among this group besides Tesla. It has expansion and growth planned for 2022, but investors have already given it a relatively high valuation.If you believe in Tesla even considering its $1 trillion valuation, that might be the EV stock for you. But if a 40% or 50% drop in shares would cause panic, investing in a group that will likely have some winners and some losers might be a better approach. Lucid, Rivian, Ford, and Nio could all be winners in the EV market. But if not, at least a mix might help take emotion out of the investments. And emotion is rarely beneficial when it comes to investing decisions.Investing in EV stocks in a way that fits your personal preferenceGiven the pros and cons of the points discussed, the best option for most investors could be selecting EV stocks that suit your risk tolerance and weighting them accordingly in a basket of EV stocks. For many, that basket could include Tesla. For others, it may carry higher weights of riskier but potentially more rewarding companies like Lucid and Rivian. And for risk-averse investors, it could entail sticking to legacy automakers like Ford that have shown a commitment to investing in the electric car industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002998236,"gmtCreate":1641877800651,"gmtModify":1676533658298,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002998236","repostId":"1116515850","repostType":4,"repost":{"id":"1116515850","kind":"news","pubTimestamp":1641870452,"share":"https://ttm.financial/m/news/1116515850?lang=&edition=fundamental","pubTime":"2022-01-11 11:07","market":"us","language":"en","title":"NIO: Time To Break Free","url":"https://stock-news.laohu8.com/highlight/detail?id=1116515850","media":"Seeking Alpha","summary":"SummaryNIO shares sit at multi-month lows despite strong operational performance.The CCP is loosenin","content":"<html><head></head><body><p>Summary</p><ul><li>NIO shares sit at multi-month lows despite strong operational performance.</li><li>The CCP is loosening its grip, and NIO is in the midst of international expansion.</li><li>2022 will be a year full of challenges and risks, but I still think NIO will thrive.</li></ul><p>Thesis Summary</p><p>NIO Inc (NIO) is a Chinese EV company with global ambitions. Despite what I consider to be a solid 2021 and good prospects for 2022, the share price ended the year well below its all-time high. Is there something investors are missing? What are the risks, challenges, and opportunities going into 2022?</p><p>Although competition is certainly intensifying, I see various catalysts going forward, and I maintain my conviction that NIO will be one of the big winners in the EV space.</p><p>2021: When Fundamentals Don&#39;t Meet Technicals</p><p>The year has been significantly volatile, and NIO is no exception.</p><p>The company entered 2021 with a great rally that took shares from under $15 in September to over $60 by January. The rest of 2021 saw a continued slide in the share price, with NIO shares now hovering around $30.</p><p>However, as I&#39;ve mentioned before, I don&#39;t see the recent price depreciation corresponding to fundamental changes. If anything, NIO has made good moves in 2021 and shown great progress.</p><p>Firstly, the company made great deals with large energy companies such as China&#39;s Sinopec(NYSE:SHI) and Royal Dutch Shell(NYSE:RDS.A). This was done to accelerate the rollout of NIO&#39;s charging stations and Battery Swap stations, of which it plans to have 4000 by 2025.</p><p>Secondly, NIO has now expanded its operations to Norway, and it will continue to do so in 2022, entering five new European countries. Expanding internationally is a must if NIO wants to maintain high growth rates.</p><p>Lastly, while the company has had some weak months, overall deliveries have grown to the tune of 109% in 2021. Furthermore, bear in mind that, with the construction of the NeoPark.</p><p>The NeoPark will act as a hub for EV companies, and NIO is the main investor. This EV facility is set to have a production value of 500 billion yuan per year,and it should be a good way for NIO to achieve better control over its production.</p><p>What To Expect In 2022</p><p>With that said, 2022 promises to be a challenging year for NIO and the overall EV industry. If you think the competition was intense in 2021, it is about to get a lot more intense. The year behind us saw the rise of many EV startups, like Chinese-owned XPeng (XPEV) and Li Auto (LI). More recently, we saw Amazon.com(NASDAQ:AMZN)backed Rivian(NASDAQ:RIVN)make its market debut.</p><p>In 2022, however, I&#39;d expect to see much more pressure coming from the &#34;big boys&#34;. Legacy car manufacturers are not oblivious to what is happening around them and have been working hard in 2021 to compete in the EV space. Those efforts will begin to pay off this year and the next.</p><p>Analysts recently pointed to this reality, and companies like Volkswagen(OTCPK:VLKAF), which has the second best-selling EV in Europe, and General Motors(NYSE:GM), which recently landed an EV van deal with Amazon, will be at the centre stage.</p><p>The other main challenges in 2022 will be supply constraints and margin suppression due to the increased cost of goods. The most obvious case of this is lithium, which is needed to make batteries. Some analysts believe this could be a challenge moving forward and lithium is not the only component that could be in short supply. Most industries around the world are also competing for semiconductors.</p><p>Lastly, NIO will have to battle with the regulatory challenges from China, and its share price may still be burdened by the fear of the CCP narrative.</p><p>Why I Like NIO Better Than Chinese EVs And Even Tesla</p><p>Despite all these challenges, I still think 2022 will be a good year for EVs and NIO in particular.</p><p>First off, I think the anti-Chinese narrative will die down in 2022, and we are already seeing clear evidence of this. Fellow SA contributor Bohdan Kucheriavyi pointed this out in this great article.</p><p>Chinese officials have stated that they will not be banning the VIE structure, and the Chinese government has also lifted limitations on foreign investment in auto manufacturing.</p><p>This will be a helping hand to NIO and its Chinese peers, but NIO still has better prospects than the others in 2022, and one of the reasons also relates to regulation. China will be reducing EV subsidies by 30%in 2022. These subsidies apply to vehicles priced under $42,000. The thing is, NIO&#39;s cars are generally more expensive than this, as they are high-end. This subsidy reduction will effectively render NIO&#39;s cars more competitive vis-a-vis its lower-priced peers.</p><p>And why do I like NIO more than Tesla, Inc. (TSLA)? Valuation is a factor, with NIO trading at much more attractive metrics.</p><p>According to data from Seeking Alpha, NIO has a P/S of 8.78, EV/Sales of 7.65, and a Price to Book of 12.31. Compare this to Tesla&#39;s P/S of 21.27, EV/Sales of 19.74, and Price to Book of 38.11. Granted, Tesla has a more favourable Price/Cash flow of 104.07 vs NIO&#39;s 121.02, but the latter is a younger company, and I&#39;d expect profitability to catch up.</p><p>However, what makes the most difference for me is NIO&#39;s presence in the Chinese market and its connection with the government. During the pandemic, NIO received$1.4 billion in aid from the government. Specifically, the government of Hefei offered NIO this cash injection in return for setting up shop in their city. Furthermore, consider that NIO&#39;s cars are currently produced by JAC Motors, a government-controlled entity.</p><p>Yes, Tesla still dominates in China, but it is a foreign company, and the Chinese won&#39;t necessarily keep helping Musk. What if lithium, most of which China controls, runs low? Who do you think will be first in line to get it?</p><p>Takeaway</p><p>NIO kicks off 2021 at a multi-month low, making it an attractive opportunity to enter or add to an existing position. While I like the fundamental story, we must be wary of curveballs that the market can throw at us. China, supply issues and even the Fed could derail the advance in share prices in the short term. However, my main expectation is that NIO will finally break free of all the noise and speculation which has held down the stock in 2021.</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>NIO: Time To Break Free</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\">\nNIO: Time To Break Free\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4478759-nio-stock-risks-opportunities-2022><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryNIO shares sit at multi-month lows despite strong operational performance.The CCP is loosening its grip, and NIO is in the midst of international expansion.2022 will be a year full of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4478759-nio-stock-risks-opportunities-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4478759-nio-stock-risks-opportunities-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116515850","content_text":"SummaryNIO shares sit at multi-month lows despite strong operational performance.The CCP is loosening its grip, and NIO is in the midst of international expansion.2022 will be a year full of challenges and risks, but I still think NIO will thrive.Thesis SummaryNIO Inc (NIO) is a Chinese EV company with global ambitions. Despite what I consider to be a solid 2021 and good prospects for 2022, the share price ended the year well below its all-time high. Is there something investors are missing? What are the risks, challenges, and opportunities going into 2022?Although competition is certainly intensifying, I see various catalysts going forward, and I maintain my conviction that NIO will be one of the big winners in the EV space.2021: When Fundamentals Don't Meet TechnicalsThe year has been significantly volatile, and NIO is no exception.The company entered 2021 with a great rally that took shares from under $15 in September to over $60 by January. The rest of 2021 saw a continued slide in the share price, with NIO shares now hovering around $30.However, as I've mentioned before, I don't see the recent price depreciation corresponding to fundamental changes. If anything, NIO has made good moves in 2021 and shown great progress.Firstly, the company made great deals with large energy companies such as China's Sinopec(NYSE:SHI) and Royal Dutch Shell(NYSE:RDS.A). This was done to accelerate the rollout of NIO's charging stations and Battery Swap stations, of which it plans to have 4000 by 2025.Secondly, NIO has now expanded its operations to Norway, and it will continue to do so in 2022, entering five new European countries. Expanding internationally is a must if NIO wants to maintain high growth rates.Lastly, while the company has had some weak months, overall deliveries have grown to the tune of 109% in 2021. Furthermore, bear in mind that, with the construction of the NeoPark.The NeoPark will act as a hub for EV companies, and NIO is the main investor. This EV facility is set to have a production value of 500 billion yuan per year,and it should be a good way for NIO to achieve better control over its production.What To Expect In 2022With that said, 2022 promises to be a challenging year for NIO and the overall EV industry. If you think the competition was intense in 2021, it is about to get a lot more intense. The year behind us saw the rise of many EV startups, like Chinese-owned XPeng (XPEV) and Li Auto (LI). More recently, we saw Amazon.com(NASDAQ:AMZN)backed Rivian(NASDAQ:RIVN)make its market debut.In 2022, however, I'd expect to see much more pressure coming from the \"big boys\". Legacy car manufacturers are not oblivious to what is happening around them and have been working hard in 2021 to compete in the EV space. Those efforts will begin to pay off this year and the next.Analysts recently pointed to this reality, and companies like Volkswagen(OTCPK:VLKAF), which has the second best-selling EV in Europe, and General Motors(NYSE:GM), which recently landed an EV van deal with Amazon, will be at the centre stage.The other main challenges in 2022 will be supply constraints and margin suppression due to the increased cost of goods. The most obvious case of this is lithium, which is needed to make batteries. Some analysts believe this could be a challenge moving forward and lithium is not the only component that could be in short supply. Most industries around the world are also competing for semiconductors.Lastly, NIO will have to battle with the regulatory challenges from China, and its share price may still be burdened by the fear of the CCP narrative.Why I Like NIO Better Than Chinese EVs And Even TeslaDespite all these challenges, I still think 2022 will be a good year for EVs and NIO in particular.First off, I think the anti-Chinese narrative will die down in 2022, and we are already seeing clear evidence of this. Fellow SA contributor Bohdan Kucheriavyi pointed this out in this great article.Chinese officials have stated that they will not be banning the VIE structure, and the Chinese government has also lifted limitations on foreign investment in auto manufacturing.This will be a helping hand to NIO and its Chinese peers, but NIO still has better prospects than the others in 2022, and one of the reasons also relates to regulation. China will be reducing EV subsidies by 30%in 2022. These subsidies apply to vehicles priced under $42,000. The thing is, NIO's cars are generally more expensive than this, as they are high-end. This subsidy reduction will effectively render NIO's cars more competitive vis-a-vis its lower-priced peers.And why do I like NIO more than Tesla, Inc. (TSLA)? Valuation is a factor, with NIO trading at much more attractive metrics.According to data from Seeking Alpha, NIO has a P/S of 8.78, EV/Sales of 7.65, and a Price to Book of 12.31. Compare this to Tesla's P/S of 21.27, EV/Sales of 19.74, and Price to Book of 38.11. Granted, Tesla has a more favourable Price/Cash flow of 104.07 vs NIO's 121.02, but the latter is a younger company, and I'd expect profitability to catch up.However, what makes the most difference for me is NIO's presence in the Chinese market and its connection with the government. During the pandemic, NIO received$1.4 billion in aid from the government. Specifically, the government of Hefei offered NIO this cash injection in return for setting up shop in their city. Furthermore, consider that NIO's cars are currently produced by JAC Motors, a government-controlled entity.Yes, Tesla still dominates in China, but it is a foreign company, and the Chinese won't necessarily keep helping Musk. What if lithium, most of which China controls, runs low? Who do you think will be first in line to get it?TakeawayNIO kicks off 2021 at a multi-month low, making it an attractive opportunity to enter or add to an existing position. While I like the fundamental story, we must be wary of curveballs that the market can throw at us. China, supply issues and even the Fed could derail the advance in share prices in the short term. However, my main expectation is that NIO will finally break free of all the noise and speculation which has held down the stock in 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9002998908,"gmtCreate":1641877755964,"gmtModify":1676533658290,"author":{"id":"4087428461242190","authorId":"4087428461242190","name":"therealcloud","avatar":"https://community-static.tradeup.com/news/890e30782f676584863b14a2b0778229","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087428461242190","authorIdStr":"4087428461242190"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/Z77.SI\">$SINGTEL 10(Z77.SI)$</a>wow[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/Z77.SI\">$SINGTEL 10(Z77.SI)$</a>wow[Happy]&nbsp;","text":"$SINGTEL 10(Z77.SI)$wow[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9002998908","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}