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Reubenchan

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- ReubenchanReubenchan
  ·2022-04-27
  Donkey
  Why I Sold Tesla And Bought Ford
  SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a positi
  Why I Sold Tesla And Bought Ford
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- ReubenchanReubenchan
  ·2021-07-26
  。
  Big Earnings Week Ahead Led By Big Tech
  Following up on Friday's record close for the Dow despite the recent rise in the delta variant of the coronavirus., the main attractions have arrived on the earnings calendar with the most influential companies in the S&P 500 reporting this week.
  Big Earnings Week Ahead Led By Big Tech
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- ReubenchanReubenchan
  ·2021-07-26
  Nice
  3 Warren Buffett Stocks That Are Screaming Summer Buys
  Riding the Oracle of Omaha's coattails is a moneymaking proposition.
  3 Warren Buffett Stocks That Are Screaming Summer Buys
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- ReubenchanReubenchan
  ·2021-07-26
  Nice
  Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead
  Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m
  Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead
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Yet, business is business, and my intuition and research is telling me to make this change.</li><li>In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/924d44c1e072e2ad774acb68c4b49fe9\" tg-width=\"750\" tg-height=\"500\" width=\"100%\" height=\"auto\"/><span>jetcityimage/iStock Editorial via Getty Images</span></p><p><b>What Happened?</b></p><p>Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.</p><p><b>You must take profits to make profits</b></p><p>I often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was &#34;You have to take profits to make profits.&#34; The meaning behind this is the fact it&#39;s all &#34;unrealized&#34; paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.</p><p><b>Musk&#39;s highly leveraged Tesla position increases risk</b></p><p>Elon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can&#39;t pay the bills.</p><p>Musk has already stated it&#39;s not about the money to him, so that doesn&#39;t necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company&#39;s share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a &#34;backburner&#34; type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don&#39;t find the new Cybertruck appealing. I like Ford&#39;s F150 Lightning pickup, which leads me to my next point.</p><p><b>The competition has finally arrived</b></p><p>The Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:</p><blockquote><i>The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.</i></blockquote><p>I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.</p><p>What&#39;s more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c42cd5b5effe20ffbbd01bed01c0e3bc\" tg-width=\"617\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford F150 Lightning Pickup (Ford website)</span></p><p>The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn&#39;t the only competition. As I&#39;m sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I&#39;ve chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.</p><p><b>Two completely different animals when it comes to valuation</b></p><p>Tesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don&#39;t get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to &#34;long-duration assets.&#34; Let me explain why Ford presents a better opportunity under current conditions.</p><p><b>Ford significantly undervalued</b></p><p>First of all, Ford is basically trading for a song at the present valuation. Ford&#39;s forward P/E of 6.57 is just over a third of the current S&amp;P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecd5be52cd449328e56f792ebe9ad27\" tg-width=\"467\" tg-height=\"134\" width=\"100%\" height=\"auto\"/><span>Ford Fundamentals (Finviz)</span></p><p>On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5faca498ac9117d6d6aebc61f4c22dea\" tg-width=\"278\" tg-height=\"389\" width=\"100%\" height=\"auto\"/><span>Ford 2022 Performance (Finviz)</span></p><p>With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton&#39;s quote of &#34;Buy at the point of maximum pessimism&#34; seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.</p><p><b>Ford CEO Jim Farley is special</b></p><p>Ford&#39;s CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.</p><p>Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don&#39;t get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.</p><p><b>Ford Earnings Preview</b></p><p>The following table details Ford&#39;s expected earnings estimates.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b5856ccd7559c4442c6cfac6efae3d8\" tg-width=\"617\" tg-height=\"242\" width=\"100%\" height=\"auto\"/><span>Seeking Alpha</span></p><p>You can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already &#34;quasi&#34; been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let&#39;s wrap it up.</p><p><b>Wrap up</b></p><p>I love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford&#39;s superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford&#39;s conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve&#39;s regime, from Dove to Hawk. And finally, I made this move in order to cash in and &#34;realize&#34; the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why I Sold Tesla And Bought 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\">\nWhy I Sold Tesla And Bought Ford\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 17:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my ...</p>\n\n<a href=\"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"source_url":"https://seekingalpha.com/article/4503886-sold-tesla-bought-ford-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2230432994","content_text":"SummaryTuesday, I sold out of my Tesla position and used a portion of the proceeds to start a position in Ford.Don’t get me wrong, I love Elon Musk and Tesla. Yet, business is business, and my intuition and research is telling me to make this change.In the following piece, I will expound on why I have decided to take profits on my Tesla position and start a new position in Ford.jetcityimage/iStock Editorial via Getty ImagesWhat Happened?Today, I took profits on my long-term position in Tesla (NASDAQ:TSLA) and used a portion of the proceeds to start a position in Ford (NYSE:F). In the following sections, I will explain my reasoning for making this move.You must take profits to make profitsI often quote my father, who was my mentor and an outstanding stockbroker. One of his mantras was \"You have to take profits to make profits.\" The meaning behind this is the fact it's all \"unrealized\" paper gains until you actually sell the security and transfer the proceeds into your checking account and/or into another investment. Further, he was very disciplined regarding when profits should be taken and why. Fortunately, I fell in love with my Tesla position and have held it way longer than my father ever would have, making it one of my most lucrative investments. Nevertheless, I endured several drawdowns over the years. Now, with Musk buying Twitter (TWTR) by pledging an additional $45 billion worth of Tesla shares, I have decided to take profits and sit this one out amongst other reasons. Let me explain.Musk's highly leveraged Tesla position increases riskElon is buying a majority of Twitter by taking out a $49 billion margin loan against his Tesla shares. He already has pledged a substantial amount of Tesla shares previously, bringing his margin total to $89 billion. Further, Musk is the first lienholder on the Twitter position. He is on the hook for essentially the first $33 billion of Twitter, if by some chance they can't pay the bills.Musk has already stated it's not about the money to him, so that doesn't necessarily give me a nice warm fuzzy feeling about the prospects. Further, if for some unforeseen reason Tesla shares fall and Musk gets a margin call, that would be a major debacle. It has happened before. Nearly 10 years ago to the day, Green Mountain Coffee Roasters demoted its founder and chairman, Robert Stiller, and its lead director, William Davis, after the high-flying coffee company's share-price plunged forced the men into emergency stock sales resulting from margin calls. In fact, many companies have banned the practice at this point. Now, this is definitely a \"backburner\" type issue as Musk is constantly receiving new shares and options, yet it is there in the back of my mind. Further, I really don't find the new Cybertruck appealing. I like Ford's F150 Lightning pickup, which leads me to my next point.The competition has finally arrivedThe Ford F150 Lightning is now officially in production. I have done my research on the truck and I love it. Ford CEO Jim Farley said on Monday:The company is not joking around by saying the electric F-150 lightning could be as big a product for the automaker as the Model T back in 1908.I would have to agree. Ford plans to scale production of the F-150 Lightning even faster than competitors, with plans to boost manufacturing of the Lightning at a plant in Dearborn to 150,000 units in the next year, up from an initial target of 40,000 vehicles.What's more, Ford has secured the lithium-ion batteries needed to meet its expected level of production of 150,000 units next year. Moreover, the company plans to prioritize supplies of semiconductor chips toward the F-150 Lightning.Ford F150 Lightning Pickup (Ford website)The response has been so overwhelming, Ford is no longer taking retail reservations at this time. Additionally, Ford isn't the only competition. As I'm sure you are aware, there is a plethora of new EV vehicle entrants into the race. The primary reason I've chosen to switch from Tesla to Ford is the product. Secondarily, is valuation. Let me explain.Two completely different animals when it comes to valuationTesla trades at 16 times sales while Ford currently trading at 0.47 times sales. Basically, making Ford the Rodney Dangerfield of EV players – “Ford don't get no respect!” Ha! Now, Tesla may very well deserve its elevated valuation based on its growth rate trajectory and the value of said future cash flows. Nonetheless, under the current Federal Reserve regime, the value of these future cash flows may be diminished greatly by inflation and increased interest rates. I am making a conscious effort to reduce my exposure to \"long-duration assets.\" Let me explain why Ford presents a better opportunity under current conditions.Ford significantly undervaluedFirst of all, Ford is basically trading for a song at the present valuation. Ford's forward P/E of 6.57 is just over a third of the current S&P 500 Forward P/E of 19.44. The stock is trading for 1.2 times book of $12.14. If ever there was a bargain basement buying opportunity in Ford, this is it.Ford Fundamentals (Finviz)On top of this, management has done an excellent job of cleaning up the balance sheet. The company maintains a fortress balance sheet with $11.63 per share in cash alone. This helps me not just sleep well, but sleep like a baby at night. Furthermore, the stock has sold off substantially since the start of the year and appears to me to be at an inflection point.Ford 2022 Performance (Finviz)With the stock trading for rock bottom pricing and having the weak hands thoroughly shaken out over the last few months by the insipid macro environment, I suggest now is an excellent time to start a position heading into earnings. One of my top investing mentors, Sir John Templeton's quote of \"Buy at the point of maximum pessimism\" seems quite apropos. The market just experienced a 7 to 1 advance/decline trading day today with 7 stocks down for every 1 stock up. This qualifies as a substantial washout in my book. The baby has definitely been thrown out with the bath water in my book. Furthermore, the Ford CEO Jim Farley is a salesman extraordinaire.Ford CEO Jim Farley is specialFord's CEO Jim Farley has personality for days and is extremely competitive. His statement that the Ford F150 Lightning will be bigger than the model T is the proof in the pudding of what I say. Not to mention the electrifying Ford Mustang Mach-E which definitely lives up to the hype.Farley has captured the attention of all, rivaling the likes of P.T. Barnum in some ways, much like his famous cousin Chris Farley of Saturday Night Live, who I absolutely adored. Yet, don't get me wrong, he has the wherewithal and business acumen to back it up. His career in automobiles was inspired by his grandfather who began working for Ford in 1914. I have faith that Farley will be able to present the best case for the company on the upcoming earnings call. Ford is due to report earnings on April 27th after the close.Ford Earnings PreviewThe following table details Ford's expected earnings estimates.Seeking AlphaYou can see that there have been six downward revisions over the last 90 days. With the stock down significantly going into earnings and expectations diminished, I see the company beating estimates and rising. Even so, the real focus will be on guidance, which has already \"quasi\" been announced with them revealing they will produce 150,000 F150 Lightning pickups rather than the original 40,000. I am expecting Ford to pop on earnings. This is why I made the move to sell Tesla and buy Ford ahead of the announcement. Nonetheless, I have only bought one-third of the position in order to reduce risk. In these situations where I have a positive outlook on earnings, I will divide the buys into thirds. One-third before earnings to gain a foothold, one-third after earnings, and one-third in reserve to buy on any future potential weakness. I always suggest layering into new positions over time to reduce risk. Now let's wrap it up.Wrap upI love Elon Musk and all that he has done for the country and the world frankly. Even so, adding Twitter to his endeavors in addition to Tesla, SpaceX, Starlink, The Boring Company, and any others I may have forgotten, I think he may be reaching his limit. Further, he definitely has maxed out his Tesla margin credit card at this point, which gives me pause. Yet, the primary factor that sealed the deal for me was what I believe is Ford's superior product, the F150 Lightning, which I plan to buy as soon as available. On top of this, Ford's conservative valuation was a major selling point as well. The valuation factor is of particular import to me based on the recent change in the Federal Reserve's regime, from Dove to Hawk. And finally, I made this move in order to cash in and \"realize\" the substantial gains I had with my long-term Tesla position. I have held it in a tax advantaged account, so the capital gains created were not an issue for me. I bring this up because this transaction is particular to my unique situation. It may not be appropriate for all investors. That is why you should always consult a financial advisor before making any decisions regarding your investments. Thank you for your time and consideration in reading this article. I hope I provided some tidbit of value with this effort.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800422969,"gmtCreate":1627313434051,"gmtModify":1703487500126,"author":{"id":"4090141989820240","authorId":"4090141989820240","name":"Reubenchan","avatar":"https://static.tigerbbs.com/f540845c9cfc4656ba4f7ab5b8bef14b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090141989820240","idStr":"4090141989820240"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800422969","repostId":"2154650769","repostType":2,"repost":{"id":"2154650769","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627311288,"share":"https://ttm.financial/m/news/2154650769?lang=&edition=fundamental","pubTime":"2021-07-26 22:54","market":"us","language":"en","title":"Big Earnings Week Ahead Led By Big Tech","url":"https://stock-news.laohu8.com/highlight/detail?id=2154650769","media":"Benzinga","summary":"Following up on Friday&#39;s record close for the Dow despite the recent rise in the delta variant of the coronavirus., the main attractions have arrived on the earnings calendar with the most influential companies in the S&amp;P 500 reporting this week.","content":"<html><body><p>Following up on Friday's record close for the Dow despite the recent rise in the delta variant of the coronavirus., the main attractions have arrived on the earnings calendar with the most influential companies in the S&amp;P 500 reporting this week. So far, the results received have not only have been encouraging but there are reasons to expect a sustained recovery through the second and third quarters as well. Get ready for a blockbuster week with Big Tech's earnings report.</p>\n<h4>Tesla</h4>\n<p>On Monday after close, Wall Street expects billion the EV leader <strong>Tesla </strong>(NASDAQ:TSLA)  to report earnings 96 cents per share on revenue of $11.21 billion. Investors want to know how much higher or lower can this volatile stock go as they are eager to find out how much profits came out of its recently reported growth. The market is also expecting updates on the Semi and the Cybertruck timelines, as well as building progress for the plants in Texas and Germany.</p>\n<h4>Alphabet</h4>\n<p>Google parent <strong>Alphabet </strong>(NASDAQ:GOOG) will report on Tuesday after close, with Wall Street expecting it to report earnings of $19.21 per share on revenue of $56.02 billion. Tech giant's cyclical recovery in its advertising business fueled its stock to gains that outperformed its FAANG peers over the first half of the year.</p>\n<h4>Apple</h4>\n<p>Also on Tuesday after close, Wall Street expects <strong>Apple </strong>(NASDAQ:AAPL) whose stock has been on an impressive run to report earnings of $1.00 per share on revenue of $72.93 billion. After proving it is much more than a hardware company by smashing Q2 revenue by more than $12 billion as its service business, which now accounts for some 25% of total revenue, surged some 27%, investors will want to see if this strong trend can continue.</p>\n<h4>Microsoft</h4>\n<p>Tuesday surely is Big Tech day, with <strong>Microsoft </strong>(NASDAQ:MSFT) expected to report earnings of $1.90 per share on revenue of $44.1 billion. Outlook is just as strong as work and learn-from-home trends, which have driven increased demand for Microsoft services, particularly in the Intelligent Cloud segments, are expected to remain in the post-pandemic world. But to maintain the enthusiasm, Microsoft has to do more than deliver robust business results, it needs to show even brighter-than-expected guidance.</p>\n<h4><a href=\"https://laohu8.com/S/AMD\">AMD</a></h4>\n<p>Last but not least for Tuesday, Wall Street expects <strong>Advanced Micro Devices Inc</strong> (NASDAQ:AMD) to report 54 cents per share on revenue of $3.62 billion. Despite a consistent track record for beating earnings, surpassing both revenue and profit estimates in eleven out of the last fifteen earnings reports, the stock has not benefited from this strong top- and bottom-line numbers.</p>\n<h4><a href=\"https://laohu8.com/S/FB\">Facebook</a></h4>\n<p>Moving on to Wednesday, Wall Street expects <strong>Facebook </strong>(NASDAQ:FB) to show earnings of $3.02 per share on revenue of $27.82 billion. The social media giant is enjoying current trends as aside from an improved ad-spending environment, there's also an accelerated shift to digital and corporations are looking to leverage the services that Facebook can provide to them. The only question is how are these positive trends making their way to the bottom line.</p>\n<h4>Amazon</h4>\n<p>On Thursday after close, Wall Street expects the e-commerce giant to report earnings of $12.22 per share on revenue of $115.07 billion. At this point, no <a href=\"https://laohu8.com/S/AONE.U\">one</a> can dare to question <strong>Amazon.com Inc.</strong>'s (NASDAQ:AMZN) dominance as it is growing faster than its FAANG peers. Not only does it continue to benefit from the strong demand acceleration that the pandemic fueled up, but it also successfully executed its strategy to both grow its Prime members as well as get them to spend more. There is plenty of evidence that suggests that Amazon's market share gains are here to stay beyond the pandemic.</p>\n<p><em>This article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full </em><em>disclosure</em><em>. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: </em><em>press@iamnewswire.com</em><em> Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: </em><em>contributors@iamnewswire.com</em></p>\n<p>The post Big Earnings Week Ahead Led by Big Tech appeared first on IAM Newswire.</p>\r\nImage by fancycrave1 from Pixabay</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>Big Earnings Week Ahead Led By Big Tech</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\">\nBig Earnings Week Ahead Led By Big Tech\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-07-26 22:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Following up on Friday's record close for the Dow despite the recent rise in the delta variant of the coronavirus., the main attractions have arrived on the earnings calendar with the most influential companies in the S&amp;P 500 reporting this week. So far, the results received have not only have been encouraging but there are reasons to expect a sustained recovery through the second and third quarters as well. Get ready for a blockbuster week with Big Tech's earnings report.</p>\n<h4>Tesla</h4>\n<p>On Monday after close, Wall Street expects billion the EV leader <strong>Tesla </strong>(NASDAQ:TSLA)  to report earnings 96 cents per share on revenue of $11.21 billion. Investors want to know how much higher or lower can this volatile stock go as they are eager to find out how much profits came out of its recently reported growth. The market is also expecting updates on the Semi and the Cybertruck timelines, as well as building progress for the plants in Texas and Germany.</p>\n<h4>Alphabet</h4>\n<p>Google parent <strong>Alphabet </strong>(NASDAQ:GOOG) will report on Tuesday after close, with Wall Street expecting it to report earnings of $19.21 per share on revenue of $56.02 billion. Tech giant's cyclical recovery in its advertising business fueled its stock to gains that outperformed its FAANG peers over the first half of the year.</p>\n<h4>Apple</h4>\n<p>Also on Tuesday after close, Wall Street expects <strong>Apple </strong>(NASDAQ:AAPL) whose stock has been on an impressive run to report earnings of $1.00 per share on revenue of $72.93 billion. After proving it is much more than a hardware company by smashing Q2 revenue by more than $12 billion as its service business, which now accounts for some 25% of total revenue, surged some 27%, investors will want to see if this strong trend can continue.</p>\n<h4>Microsoft</h4>\n<p>Tuesday surely is Big Tech day, with <strong>Microsoft </strong>(NASDAQ:MSFT) expected to report earnings of $1.90 per share on revenue of $44.1 billion. Outlook is just as strong as work and learn-from-home trends, which have driven increased demand for Microsoft services, particularly in the Intelligent Cloud segments, are expected to remain in the post-pandemic world. But to maintain the enthusiasm, Microsoft has to do more than deliver robust business results, it needs to show even brighter-than-expected guidance.</p>\n<h4><a href=\"https://laohu8.com/S/AMD\">AMD</a></h4>\n<p>Last but not least for Tuesday, Wall Street expects <strong>Advanced Micro Devices Inc</strong> (NASDAQ:AMD) to report 54 cents per share on revenue of $3.62 billion. Despite a consistent track record for beating earnings, surpassing both revenue and profit estimates in eleven out of the last fifteen earnings reports, the stock has not benefited from this strong top- and bottom-line numbers.</p>\n<h4><a href=\"https://laohu8.com/S/FB\">Facebook</a></h4>\n<p>Moving on to Wednesday, Wall Street expects <strong>Facebook </strong>(NASDAQ:FB) to show earnings of $3.02 per share on revenue of $27.82 billion. The social media giant is enjoying current trends as aside from an improved ad-spending environment, there's also an accelerated shift to digital and corporations are looking to leverage the services that Facebook can provide to them. The only question is how are these positive trends making their way to the bottom line.</p>\n<h4>Amazon</h4>\n<p>On Thursday after close, Wall Street expects the e-commerce giant to report earnings of $12.22 per share on revenue of $115.07 billion. At this point, no <a href=\"https://laohu8.com/S/AONE.U\">one</a> can dare to question <strong>Amazon.com Inc.</strong>'s (NASDAQ:AMZN) dominance as it is growing faster than its FAANG peers. Not only does it continue to benefit from the strong demand acceleration that the pandemic fueled up, but it also successfully executed its strategy to both grow its Prime members as well as get them to spend more. There is plenty of evidence that suggests that Amazon's market share gains are here to stay beyond the pandemic.</p>\n<p><em>This article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full </em><em>disclosure</em><em>. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: </em><em>press@iamnewswire.com</em><em> Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: </em><em>contributors@iamnewswire.com</em></p>\n<p>The post Big Earnings Week Ahead Led by Big Tech appeared first on IAM Newswire.</p>\r\nImage by fancycrave1 from Pixabay</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/earnings/21/07/22147269/big-earnings-week-ahead-led-by-big-tech","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154650769","content_text":"Following up on Friday's record close for the Dow despite the recent rise in the delta variant of the coronavirus., the main attractions have arrived on the earnings calendar with the most influential companies in the S&P 500 reporting this week. So far, the results received have not only have been encouraging but there are reasons to expect a sustained recovery through the second and third quarters as well. Get ready for a blockbuster week with Big Tech's earnings report.\nTesla\nOn Monday after close, Wall Street expects billion the EV leader Tesla (NASDAQ:TSLA)  to report earnings 96 cents per share on revenue of $11.21 billion. Investors want to know how much higher or lower can this volatile stock go as they are eager to find out how much profits came out of its recently reported growth. The market is also expecting updates on the Semi and the Cybertruck timelines, as well as building progress for the plants in Texas and Germany.\nAlphabet\nGoogle parent Alphabet (NASDAQ:GOOG) will report on Tuesday after close, with Wall Street expecting it to report earnings of $19.21 per share on revenue of $56.02 billion. Tech giant's cyclical recovery in its advertising business fueled its stock to gains that outperformed its FAANG peers over the first half of the year.\nApple\nAlso on Tuesday after close, Wall Street expects Apple (NASDAQ:AAPL) whose stock has been on an impressive run to report earnings of $1.00 per share on revenue of $72.93 billion. After proving it is much more than a hardware company by smashing Q2 revenue by more than $12 billion as its service business, which now accounts for some 25% of total revenue, surged some 27%, investors will want to see if this strong trend can continue.\nMicrosoft\nTuesday surely is Big Tech day, with Microsoft (NASDAQ:MSFT) expected to report earnings of $1.90 per share on revenue of $44.1 billion. Outlook is just as strong as work and learn-from-home trends, which have driven increased demand for Microsoft services, particularly in the Intelligent Cloud segments, are expected to remain in the post-pandemic world. But to maintain the enthusiasm, Microsoft has to do more than deliver robust business results, it needs to show even brighter-than-expected guidance.\nAMD\nLast but not least for Tuesday, Wall Street expects Advanced Micro Devices Inc (NASDAQ:AMD) to report 54 cents per share on revenue of $3.62 billion. Despite a consistent track record for beating earnings, surpassing both revenue and profit estimates in eleven out of the last fifteen earnings reports, the stock has not benefited from this strong top- and bottom-line numbers.\nFacebook\nMoving on to Wednesday, Wall Street expects Facebook (NASDAQ:FB) to show earnings of $3.02 per share on revenue of $27.82 billion. The social media giant is enjoying current trends as aside from an improved ad-spending environment, there's also an accelerated shift to digital and corporations are looking to leverage the services that Facebook can provide to them. The only question is how are these positive trends making their way to the bottom line.\nAmazon\nOn Thursday after close, Wall Street expects the e-commerce giant to report earnings of $12.22 per share on revenue of $115.07 billion. At this point, no one can dare to question Amazon.com Inc.'s (NASDAQ:AMZN) dominance as it is growing faster than its FAANG peers. Not only does it continue to benefit from the strong demand acceleration that the pandemic fueled up, but it also successfully executed its strategy to both grow its Prime members as well as get them to spend more. There is plenty of evidence that suggests that Amazon's market share gains are here to stay beyond the pandemic.\nThis article is not a press release and is contributed by a verified independent journalist for IAMNewswire. It should not be construed as investment advice at any time please read the full disclosure. IAM Newswire does not hold any position in the mentioned companies. Press Releases – If you are looking for full Press release distribution contact: press@iamnewswire.com Contributors – IAM Newswire accepts pitches. If you're interested in becoming an IAM journalist contact: contributors@iamnewswire.com\nThe post Big Earnings Week Ahead Led by Big Tech appeared first on IAM Newswire.\r\nImage by fancycrave1 from Pixabay","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800426957,"gmtCreate":1627313386779,"gmtModify":1703487498294,"author":{"id":"4090141989820240","authorId":"4090141989820240","name":"Reubenchan","avatar":"https://static.tigerbbs.com/f540845c9cfc4656ba4f7ab5b8bef14b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090141989820240","idStr":"4090141989820240"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800426957","repostId":"2154957883","repostType":4,"repost":{"id":"2154957883","kind":"highlight","pubTimestamp":1627298804,"share":"https://ttm.financial/m/news/2154957883?lang=&edition=fundamental","pubTime":"2021-07-26 19:26","market":"us","language":"en","title":"3 Warren Buffett Stocks That Are Screaming Summer Buys","url":"https://stock-news.laohu8.com/highlight/detail?id=2154957883","media":"Motley Fool","summary":"Riding the Oracle of Omaha's coattails is a moneymaking proposition.","content":"<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of <b>Berkshire Hathaway</b> (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.</p>\n<p>Like all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92116e97f06291ec28eda85974acb1b\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.</span></p>\n<h2>Amazon</h2>\n<p>Was there ever any doubt that <b>Amazon</b> (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the most attractive holdings in Berkshire Hathaway's portfolio.</p>\n<p>As a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is <b>Walmart</b>, which'll handle about 7% of all U.S. online retail.</p>\n<p>Amazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.</p>\n<p>What you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.</p>\n<p>For the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146ce4600b7c22643629193901a4328a\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>Bristol Myers Squibb</h2>\n<p>If value investing suits you better, pharmaceutical stock <b>Bristol Myers Squibb</b> (NYSE:BMY) has the makings of a screaming summer buy.</p>\n<p>The great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.</p>\n<p>What makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and <b>Pfizer</b>&nbsp;co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.</p>\n<p>On the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.</p>\n<p>In a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8abdae403dddfa42107e06ea5bfddf39\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>Image source: Getty Images.</span></p>\n<h2>General Motors</h2>\n<p>Lastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock <b>General Motors</b> (NYSE:GM).</p>\n<p>Historically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&amp;P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).</p>\n<p>Initially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a> forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.</p>\n<p>Equally important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.&nbsp; With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.</p>\n<p>A forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Warren Buffett Stocks That Are Screaming Summer Buys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Warren Buffett Stocks That Are Screaming Summer Buys\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.fool.com/investing/2021/07/26/3-warren-buffett-stocks-are-screaming-summer-buys/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154957883","content_text":"If you've ever wondered why Wall Street pays such close attention to 90-year-old investor who believes in buying and holding stakes in great businesses for a really long time, look no further than Warren Buffett's track record. As CEO of Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B), Buffett has led his company to an average annual return of 20% since taking the helm in 1965. Through 2020, this worked out to an aggregate return of more than 2,800,000%, and it's created over $500 billion in value for Berkshire Hathaway's shareholders.\nLike all investors, Buffett isn't infallible. He's going to make mistakes from time to time. But he and his investing team have a knack for locating companies with plain-as-day sustainable competitive advantages. As the summer temperatures heat up, the following three Warren Buffett stocks stand out as screaming buys.\nBerkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.\nAmazon\nWas there ever any doubt that Amazon (NASDAQ:AMZN) wouldn't be a screaming buy? Even though it's a stock that was added by Buffett's investing lieutenants (Todd Combs and Ted Weschler) and not the Oracle of Omaha himself, it's nevertheless one of the most attractive holdings in Berkshire Hathaway's portfolio.\nAs a lot of folks are probably aware, Amazon is the king of the hill when it comes online commerce. This year, the company's marketplace is expected to control roughly $0.40 of every $1 spent online in the United States, according to an April report from eMarketer. The next closest competitor is Walmart, which'll handle about 7% of all U.S. online retail.\nAmazon has been able to pivot its incredible online retail success into signing up more than 200 million people worldwide to a Prime membership. While Prime members enjoy free two-day shipping and access to streaming content, the lure for Amazon is that Prime fees generate tens of billions in added revenue that it can use to undercut brick-and-mortar retailers on price and buoy its margins.\nWhat you might not realize about Amazon is that it's overwhelmingly dominant in a second industry, as well. Amazon Web Services (AWS) brought in 32% of global cloud infrastructure spending in the first quarter, per Canalys. Cloud infrastructure is still, arguably, in the early innings of its expansion, and it's a considerably higher margin segment for Amazon than retail or advertising. Thus, AWS is going to send Amazon's operating cash flow to the moon as it grows into a larger percentage of total sales.\nFor the past 11 years, Wall Street and investors have consistently valued Amazon at a multiple of 23 to 37 times its cash flow. If this range remains intact, a near-tripling in the stock is possible by mid-decade.\nImage source: Getty Images.\nBristol Myers Squibb\nIf value investing suits you better, pharmaceutical stock Bristol Myers Squibb (NYSE:BMY) has the makings of a screaming summer buy.\nThe great thing about healthcare stocks is they're highly defensive. Since we don't get to choose when we get sick or what ailments we develop, there's a consistent demand for healthcare services, drugs, and devices, no matter how well or poorly the U.S. and global economy are performing.\nWhat makes Bristol Myers Squibb such a special company is its organic growth potential and astute dealmaking. To tackle the former, Bristol Myers and Pfizer co-developed the world's leading oral anticoagulant, Eliquis, which looks to be on pace for more than $10 billion in sales this year for Bristol. There's also cancer immunotherapy Opdivo, which is being examined in dozens of ongoing clinical trials. Opdivo is already bringing in about $7 billion annually, and could push higher with continued label expansion opportunities. All told, eight brand-name therapies are on track for at least $1.2 billion in annual sales this year, based on extrapolated Q1 sales totals.\nOn the dealmaking front, Bristol Myers Squibb hit a home run when it acquired cancer and immunology drugmaker Celgene in 2019. Celgene's superstar is multiple myeloma drug Revlimid, which brought in $12.1 billion in sales last year and has been growing by a double-digit percentage annually for more than a decade. Longer duration of use, label expansions, improved cancer screening diagnostics, and strong pricing power have all fueled Revlimid's growth. Best of all, it's protected from a large wave of generic competition until the end of January 2026. This means Bristol Myers will be basking in significant cash flow for another 4.5 years.\nIn a world where valuation premiums are soaring, it seems unjust that a company so profitable should be valued at only 8.5 times Wall Street's consensus earnings for 2022.\nImage source: Getty Images.\nGeneral Motors\nLastly, if you want a screaming summer buy that's near and dear to Warren Buffett's investment philosophy, consider auto stock General Motors (NYSE:GM).\nHistorically, auto stocks are slow-growing companies that sports high levels of debt and are valued at price-to-earnings multiples that are well below the average S&P 500 company. But General Motors and its peers are the verge of taking advantage of an epic vehicle replacement cycle as consumers and businesses make the shift to electric vehicles (EV).\nInitially, General Motors was going to devote $20 billion to EV investment by mid-decade. However, in November, the company upped its expected outlay to $27 billion by 2025, with the ultimate goal of bringing 30 new EVs to market globally. Some of this capital will be used to bring EVs to market earlier than initially planned, as well as to develop GM's battery technology. With IHS Markit forecasting that 10% of all U.S. vehicle sales will be electric by 2025 (up from 1.8% in 2020), a hefty investment in this changing landscape makes sense for GM.\nEqually important are the company's ambitions overseas -- especially in China, the largest auto market in the world. By 2035, the Society of Automotive Engineers of China anticipates that half of all vehicle sales will be some form of alternative energy. Through the first-half of 2021, GM delivered more than 1.5 million vehicles in China.  With an established presence, existing infrastructure, and well-known branding, GM has a real shot at becoming an EV leader in China.\nA forward-year price-to-earnings ratio of 8 simply doesn't convey the multi-decade growth opportunity that's on GM's doorstep.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177556680,"gmtCreate":1627254828640,"gmtModify":1703485916625,"author":{"id":"4090141989820240","authorId":"4090141989820240","name":"Reubenchan","avatar":"https://static.tigerbbs.com/f540845c9cfc4656ba4f7ab5b8bef14b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090141989820240","idStr":"4090141989820240"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/177556680","repostId":"2153878189","repostType":4,"repost":{"id":"2153878189","kind":"highlight","pubTimestamp":1627179426,"share":"https://ttm.financial/m/news/2153878189?lang=&edition=fundamental","pubTime":"2021-07-25 10:17","market":"us","language":"en","title":"Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2153878189","media":"MarketWatch","summary":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further. Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.But Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this m","content":"<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e897e40f58935774b2ab4c3f6bdce36a\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Sea Ltd.'s Shopee e-commerce platform.</span></p>\n<p>Jeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.</p>\n<p>But Amazon.com&nbsp;shareholders may not be so impressed. Bipartisan talk of&nbsp;antitrust actions&nbsp;against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.</p>\n<p>Shares of Amazon have underperformed the tech-heavy Nasdaq 100&nbsp;and the S&amp;P 500&nbsp;in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.</p>\n<p>Given all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.</p>\n<p>Here are five smaller high-growth companies you may want to research:</p>\n<p><b>Sea</b></p>\n<p>Shares of&nbsp;Sea Ltd.&nbsp;are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.</p>\n<p>The Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.</p>\n<p>Sea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.</p>\n<p>But the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about&nbsp;150%— while gross profit tripled year over year.</p>\n<p>With its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.</p>\n<p><b>Coupang</b></p>\n<p>While Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc..&nbsp;South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.</p>\n<p>If you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.</p>\n<p>Though the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.</p>\n<p>Admittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&amp;P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.</p>\n<p><b>MercadoLibre</b></p>\n<p>Taking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc.&nbsp;is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.</p>\n<p>MercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported&nbsp;70 million&nbsp;active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.</p>\n<p>What’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.</p>\n<p>Amazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.</p>\n<p><b>Newegg</b></p>\n<p>Newegg Commerce Inc.&nbsp;is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.</p>\n<p>The inciting incident was news that Newegg would carry hard-to-get Nvidia&nbsp;graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.</p>\n<p>Newegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.</p>\n<p>According to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.</p>\n<p><b>Shopify</b></p>\n<p>If you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.</p>\n<p>Shopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.</p>\n<p>Case in point:Fiscal first-quarter revenue growth&nbsp;reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.</p>\n<p>Shopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos &amp; Co. could do worse than plug into Shopify stock.</p>","source":"lsy1603348471595","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>Amazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead</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\">\nAmazon's stock looks tired. Consider buying shares of these five fast-growing e-commerce plays instead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 10:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under...</p>\n\n<a href=\"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NEGG":"Newegg Comm Inc.","SE":"Sea Ltd","MELI":"MercadoLibre","CPNG":"Coupang, Inc.","AMZN":"亚马逊","SHOP":"Shopify Inc"},"source_url":"https://www.marketwatch.com/story/amazons-stock-looks-tired-consider-buying-shares-of-these-five-fast-growing-e-commerce-plays-instead-11627049582?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153878189","content_text":"Amazon started the internet-retail revolution. Five other companies, including Sea and Coupang, are taking it further\nSea Ltd.'s Shopee e-commerce platform.\nJeff Bezos has plenty of achievements under his belt, the most recent being his extraterrestrial excursion.\nBut Amazon.com shareholders may not be so impressed. Bipartisan talk of antitrust actions against the e-commerce giant could mean that Amazon’s dominance could begin to face challenges from Washington. That comes as Bezos handed off the CEO role to Andy Jassy earlier this month.\nShares of Amazon have underperformed the tech-heavy Nasdaq 100 and the S&P 500 in 2021, even as the coronavirus pandemic forced Americans to rely on its service during the darkest days.\nGiven all this, it is worth considering e-commerce alternatives if you’re worried that Amazon’s best days are behind it.\nHere are five smaller high-growth companies you may want to research:\nSea\nShares of Sea Ltd. are up about 45% in 2021, hitting new all-time highs as it continues its aggressive growth across Asia and Latin America.\nThe Singapore-based company has a broad business model capitalizing on e-commerce and digital retail operations around the world. That includes its Garena digital entertainment platform that publishes video games and offers e-sports tie-ins, the Shopee e-commerce platform and SeaMoney digital financial services that include mobile payment services.\nSea was a darling in 2020 as it rode the “stay at home trade” to great success. Revenue doubled year over year in 2020 to $4.4 billion, and the company’s momentum was the envy of Wall Street as Sea stock racked up roughly 640% gains on the calendar year.\nBut the fundamentals shown by Sea in 2021 hint that the surge in share prices were justified. Consider that in its first-quarter report in May, revenue surged by about 150%— while gross profit tripled year over year.\nWith its next earnings report scheduled for mid-August, Sea stock could see another leg up as it continues to prove Amazon isn’t the only e-commerce name worth watching.\nCoupang\nWhile Sea has been a cult stock for a while in some circles, one Asian e-commerce stock that is still flying under the radar for many is Korea-based Coupang Inc.. South Korea’s biggest e-commerce company began trading in March after an IPO that raised $4.6 billion, but since then shares have drifted lower — and other cult-like stocks have won all the attention.\nIf you haven’t yet heard of Coupang, its model should be quite familiar. It sells various products including home goods, apparel, beauty products, sporting goods and electronics. It’s also looking beyond these tried-and-true categories to include a focus on fresh food and groceries, as well as services including travel and restaurant delivery.\nThough the fundamentals are light given its recent debut, the numbers we have do show this regional e-tailer is connecting in a big way in Korea. Namely, it saw net revenue growth of 74% in its first-quarter report in May, and gross profit up 70% year over year. Total customers grew 21%, and revenue per customer surged 44%.\nAdmittedly, the total customer base in that quarter was just 16 million households — hardly Amazon-esque. And so far in 2021, share prices has slumped slightly, even though the S&P 500 has powered higher. But remember, this is a company that just raised $4.6 billion — with a “B” — and is serious about growth. Considering the language and logistical barriers to competition in the markets it serves that clearly have long-term growth potential, investors may want to consider the lull in Coupang shares a buying opportunity.\nMercadoLibre\nTaking a page out of the playbook of Silicon Valley stocks that boast high share prices and a refusal to split, MercadoLibre Inc. is currently trading well above four figures — and based on recent history, seems as if it’s likely to stay there.\nMercadoLibre stock has cooled off in 2021 and is sitting on a slight loss year to date, compared with an uptrend broadly for U.S. stocks. However, that’s after this Latin American stock racked up 200% gains last year. Argentina-based MercadoLibre is hardly slowing down, however, as in the first quarter it reported 70 million active users — an increase of 62% above the just over 43 million users in the prior year. Gross merchandise volume was up even more at a 77% year-over-year growth rate to just over $6 billion, compared with $3.4 billion in the first quarter of 2020.\nWhat’s really exciting for investors, however, is that the gains in core e-commerce transactions is supplemented by continued growth into financial services. MercadoLibre reported an impressive $2.9 billion in payment volume through its mobile wallet platform, and its Mercado Credito lending platform saw its portfolio grow to $576 million — more than doubling over the prior year.\nAmazon has taught e-commerce companies that dominating all aspects of the consumer experience is how to truly build a dominant operation. With MercadoLibre growing sales but also increasingly connecting on the financial side, it is setting up itself to be a force in Latin America — and a real competitor to even entrenched western e-commerce brands.\nNewegg\nNewegg Commerce Inc. is a consumer-electronics e-tailer that has a bit of a following in computer geek circles but largely has gone unnoticed by most consumers and investors. That is, until it spiked from $10 a share to a brief high above $60 a share in July.\nThe inciting incident was news that Newegg would carry hard-to-get Nvidia graphics hardware, and theoretically see a big bump in revenue and profits as a result. However, Newegg may be proving that it is much more than just a tangential play piggybacking off Nvidia as it proves there is real value to specialty retailers that serve a specific audience — and can offer in-demand products instead of knock-offs propped up by fraudulent five-star reviews.\nNewegg went public via a SPAC, so it doesn’t have a lot of history to show investors just yet. But what little we know is proof that Newegg stock has potential. Consider it commands an impressive market share when it comes to core hardware items like PC processors, motherboards and the like. It also ranks as a top-five website worldwide when it comes to computer and electronics retailing sites, and is a go-to site for cryptocurrency miners as well as PC gamers.\nAccording to what we know about the financials, Newegg topped $2.1 billion in sales, thanks to its dominance in this profitable niche of computer components. And as evidenced by its recent Nvidia score, it has deep relationships with consumer electronics suppliers to ensure it is not just another Amazon clone selling cut-rate flat screens.\nShopify\nIf you’re interested in what life looks like for e-commerce beyond Amazon, look no further than Shopify Inc..This Canada-based tech company offers a platform for any company to build out web and mobile storefronts, integrate those operations into physical retail locations and then assist with the nitty gritty of inventory, shipping and payments.\nShopify stock was one of those names that made a lot of headlines in 2020 as part of the pandemic-related surge in service providers made for social distancing. Shares surged from about $400 to $1,100 last year as a result of everyone looking to do business digitally. But in 2021, Shopify stock has tacked on almost 40% more, proving this is not just a COVID trade. After all, the e-commerce potential it helps merchants realize is real and lasting beyond the pandemic.\nCase in point:Fiscal first-quarter revenue growth reported at the end of April was a red hot 110%. But what long-term investors will like even more is that its subscription service metric MRR — that is, monthly recurring revenue — accelerated 62% year-over-year to prove that many of the initial spend on building out these platforms is sticking as clients maintain their Shopify presence.\nShopify isn’t quite the scale of Amazon, but at $200 billion or so in market value right now with a comfortable operating profit to sustain it, investors who want to bet the field vs. Bezos & Co. could do worse than plug into Shopify stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}