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AshLim

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2021-09-13

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2022-05-07

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Down 42%, This Dow Stock Is a Screaming Buy in May

2022-12-05

[Miser]

Rates And The Dollar Are Sending Warning Signs To Markets

2022-11-10

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October CPI Preview: Inflation Likely Eased Slightly From Last Month

2022-12-05

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Dow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession

2022-09-07

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Prediction: These 2 Growth Stocks Could Soar 500% by 2032

2022-07-11

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2022-09-07

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QQQ: The Nasdaq 100 Declines May Have Only Just Begun

2021-08-25

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CrowdStrike: Not Just Any Cybersecurity Company

2021-06-28

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$0.108","images":[{"img":"https://community-static.tradeup.com/news/f19716a552acd2b63de53810bbf6db85","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943099961","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967923336,"gmtCreate":1670251764826,"gmtModify":1676538329674,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967923336","repostId":"1144784524","repostType":4,"repost":{"id":"1144784524","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670250830,"share":"https://ttm.financial/m/news/1144784524?lang=en_US&edition=fundamental","pubTime":"2022-12-05 22:33","market":"us","language":"en","title":"Dow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1144784524","media":"Tiger Newspress","summary":"Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the eco","content":"<html><head></head><body><p>Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.</p><p>The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&amp;P 500 and Nasdaq Composite slid by 0.6% each.</p><p>Investors are looking ahead 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Economists polled by the Dow Jones expected a reading of 53.7.</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>Dow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.</p><p>The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&amp;P 500 and Nasdaq Composite slid by 0.6% each.</p><p>Investors are looking ahead to the next week’s Federal Reserve’s interest rate decision at the conclusion of the central bank’s December policy meeting.</p><p>Following a speech last week by Fed Chairman Jerome Powell, markets largely expect the central bank will approve a 0.5 percentage point interest rate increase. That would make a step down from a series of four straight 0.75 percentage point hikes.</p><p>However, Powell also said the “terminal rate,” or point where the Fed stops raising, likely “will need to be somewhat higher” than indicated at the September meeting. That could mean a fed funds rate that ends up in excess of 5%, from its current target range of 3.75%-4%.</p><p>Friday’s nonfarm payrolls report helped add to Fed anxiety. Average hourly earnings rose 0.6% for November, twice the Dow Jones estimate, and the 12-month increase was 5.1%, half a percentage point above expectations. Wage pressures on inflation could force the Fed into an even more aggressive stance.</p><p>Wall Street is coming off its second positive week in a row, with the S&amp;P 500 and Nasdaq advancing 1.1% and 2.1%, respectively. The Dow advanced 0.2% last week.</p><p>Despite the recent rally, Morgan Stanley strategist Mike Wilson said the risk-reward for equities has likely reached its cap as it nears the bank’s original tactical target range of 4,000 to 4,150.</p><p>“As suggested two weeks ago, for this tactical rally to go higher, back end rates would need to fall,” he said in a note to clients Monday. “Fast forward to today and that’s what has happened. However, we are now right into our original upside targets and we recommend taking profits before the Bear returns in earnest.”</p><p>In other news, Tesla shares slumped more than 4% Monday on reports of an output cut at its Shanghai factory. Macao-linked casino stocks gained on hopes of easing Covid-19 restrictions.</p><p>On the economic front, investors are expecting the November ISM services data at 10 a.m. ET on Monday. Economists polled by the Dow Jones expected a reading of 53.7.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144784524","content_text":"Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&P 500 and Nasdaq Composite slid by 0.6% each.Investors are looking ahead to the next week’s Federal Reserve’s interest rate decision at the conclusion of the central bank’s December policy meeting.Following a speech last week by Fed Chairman Jerome Powell, markets largely expect the central bank will approve a 0.5 percentage point interest rate increase. That would make a step down from a series of four straight 0.75 percentage point hikes.However, Powell also said the “terminal rate,” or point where the Fed stops raising, likely “will need to be somewhat higher” than indicated at the September meeting. That could mean a fed funds rate that ends up in excess of 5%, from its current target range of 3.75%-4%.Friday’s nonfarm payrolls report helped add to Fed anxiety. Average hourly earnings rose 0.6% for November, twice the Dow Jones estimate, and the 12-month increase was 5.1%, half a percentage point above expectations. Wage pressures on inflation could force the Fed into an even more aggressive stance.Wall Street is coming off its second positive week in a row, with the S&P 500 and Nasdaq advancing 1.1% and 2.1%, respectively. The Dow advanced 0.2% last week.Despite the recent rally, Morgan Stanley strategist Mike Wilson said the risk-reward for equities has likely reached its cap as it nears the bank’s original tactical target range of 4,000 to 4,150.“As suggested two weeks ago, for this tactical rally to go higher, back end rates would need to fall,” he said in a note to clients Monday. “Fast forward to today and that’s what has happened. However, we are now right into our original upside targets and we recommend taking profits before the Bear returns in earnest.”In other news, Tesla shares slumped more than 4% Monday on reports of an output cut at its Shanghai factory. Macao-linked casino stocks gained on hopes of easing Covid-19 restrictions.On the economic front, investors are expecting the November ISM services data at 10 a.m. ET on Monday. Economists polled by the Dow Jones expected a reading of 53.7.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967929619,"gmtCreate":1670251716432,"gmtModify":1676538329657,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967929619","repostId":"2288034469","repostType":4,"repost":{"id":"2288034469","kind":"highlight","pubTimestamp":1670254323,"share":"https://ttm.financial/m/news/2288034469?lang=en_US&edition=fundamental","pubTime":"2022-12-05 23:32","market":"us","language":"en","title":"Rates And The Dollar Are Sending Warning Signs To Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2288034469","media":"Seekingalpha","summary":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of","content":"<html><head></head><body><p>Powell&#39;s appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.</p><p>This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&amp;P 500 following Powell&#39;s appearance. While Powell said almost nothing new, he didn&#39;t say enough to cause the market&#39;s recent easing of financial conditions to reverse.</p><p>It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn&#39;t, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.</p><p>The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/b14e7287ef2ebde557c2c762382b6f3e\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month&#39;s numbers were all revised higher.</p><p>Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.</p><p>The move in the ISM report indicates that S&amp;P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.</p><p></p><p><img src=\"https://static.tigerbbs.com/34b4ece5032dcd46b930fc970e935b00\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.</p><p>Analysts&#39; estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts&#39; estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.</p><p></p><p><img src=\"https://static.tigerbbs.com/4c45e0b1141d0fecf0649dd89230770d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Cutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.</p><p>The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.</p><p></p><p><img src=\"https://static.tigerbbs.com/0e496080213d87b9baac15b6fab3f9aa\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.</p><p></p><p><img src=\"https://static.tigerbbs.com/1859642fc4382c863b8d13598ed0c511\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.</p><p></p><p><img src=\"https://static.tigerbbs.com/b267e102ea6f61e2f6db897b258239ba\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>Quant-Insight</p><p>Should the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.</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>Rates And The Dollar Are Sending Warning Signs To Markets</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\">\nRates And The Dollar Are Sending Warning Signs To Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he...</p>\n\n<a href=\"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288034469","content_text":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&P 500 following Powell's appearance. While Powell said almost nothing new, he didn't say enough to cause the market's recent easing of financial conditions to reverse.It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn't, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.BloombergWhat is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month's numbers were all revised higher.Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.The move in the ISM report indicates that S&P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.BloombergThe slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.Analysts' estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts' estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.BloombergCutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.BloombergBut the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.BloombergThe forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.Quant-InsightShould the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960341420,"gmtCreate":1668083122860,"gmtModify":1676538009730,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960341420","repostId":"1166044753","repostType":4,"repost":{"id":"1166044753","kind":"news","pubTimestamp":1668067767,"share":"https://ttm.financial/m/news/1166044753?lang=en_US&edition=fundamental","pubTime":"2022-11-10 16:09","market":"us","language":"en","title":"October CPI Preview: Inflation Likely Eased Slightly From Last Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1166044753","media":"Yahoo Finance","summary":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to ","content":"<html><head></head><body><p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.</p><p>The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.</p><p>The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.</p><p>The Federal Reserve keeps a closer eye on &#34;core&#34; inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.</p><p>Economists at Bank of America (BofA) project shelter to again be the primary driver of October&#39;s core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.</p><p>Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.</p><p>Thursday&#39;s data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December&#39;s hike to a smaller increase of 0.50%.</p><p>&#34;It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,&#34; Bankrate Chief Financial Analyst Greg McBride wrote in a note. &#34;Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.&#34;</p><p>Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.</p><p>“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week&#39;s policy-setting meeting, later adding that officials have &#34;some ways to go,&#34; with payrolls still elevated and inflation readings that have not cooled quickly enough.</p><p>Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.</p><p>A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October&#39;s CPI reading may affirm revised estimates.</p><p>Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.</p><p>After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.</p><p>TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.</p><p>“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.</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>October CPI Preview: Inflation Likely Eased Slightly From Last Month</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\">\nOctober CPI Preview: Inflation Likely Eased Slightly From Last Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 16:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer ...</p>\n\n<a href=\"https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166044753","content_text":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.The Federal Reserve keeps a closer eye on \"core\" inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.Economists at Bank of America (BofA) project shelter to again be the primary driver of October's core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.Thursday's data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December's hike to a smaller increase of 0.50%.\"It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,\" Bankrate Chief Financial Analyst Greg McBride wrote in a note. \"Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.\"Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week's policy-setting meeting, later adding that officials have \"some ways to go,\" with payrolls still elevated and inflation readings that have not cooled quickly enough.Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October's CPI reading may affirm revised estimates.Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938373532,"gmtCreate":1662566177427,"gmtModify":1676537089828,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938373532","repostId":"1157057855","repostType":4,"repost":{"id":"1157057855","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1662559050,"share":"https://ttm.financial/m/news/1157057855?lang=en_US&edition=fundamental","pubTime":"2022-09-07 21:57","market":"us","language":"en","title":"UiPath Tumbled Over 16% in Morning Trading on Soft Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1157057855","media":"Tiger Newspress","summary":"UiPath tumbled over 16% in morning trading on soft guidance.Revenue for the quarter ended July 31 wa","content":"<html><head></head><body><p>UiPath tumbled over 16% in morning trading on soft guidance.<img src=\"https://static.tigerbbs.com/ef6857c800150524baf0368b2193c542\" tg-width=\"664\" tg-height=\"517\" width=\"100%\" height=\"auto\"/></p><p>Revenue for the quarter ended July 31 was $242.2 million, up from $195.5 million a year earlier. Analysts surveyed by Capital IQ projected $230.1 million.</p><p>For Q3, UiPath expects revenue in the range of $243 million to $245 million. For the full-year fiscal 2023, the company projects revenue in the range of $1.00 billion to $1.01 billion. Analysts are projecting Q3 revenue of $269.5 million and FY 2023 revenue of $1.09 billion.</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>UiPath Tumbled Over 16% in Morning Trading on Soft Guidance</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\">\nUiPath Tumbled Over 16% in Morning Trading on Soft Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-09-07 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>UiPath tumbled over 16% in morning trading on soft guidance.<img src=\"https://static.tigerbbs.com/ef6857c800150524baf0368b2193c542\" tg-width=\"664\" tg-height=\"517\" width=\"100%\" height=\"auto\"/></p><p>Revenue for the quarter ended July 31 was $242.2 million, up from $195.5 million a year earlier. Analysts surveyed by Capital IQ projected $230.1 million.</p><p>For Q3, UiPath expects revenue in the range of $243 million to $245 million. For the full-year fiscal 2023, the company projects revenue in the range of $1.00 billion to $1.01 billion. Analysts are projecting Q3 revenue of $269.5 million and FY 2023 revenue of $1.09 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PATH":"UiPath"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157057855","content_text":"UiPath tumbled over 16% in morning trading on soft guidance.Revenue for the quarter ended July 31 was $242.2 million, up from $195.5 million a year earlier. Analysts surveyed by Capital IQ projected $230.1 million.For Q3, UiPath expects revenue in the range of $243 million to $245 million. For the full-year fiscal 2023, the company projects revenue in the range of $1.00 billion to $1.01 billion. Analysts are projecting Q3 revenue of $269.5 million and FY 2023 revenue of $1.09 billion.","news_type":1,"symbols_score_info":{"PATH":0.9}},"isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938373149,"gmtCreate":1662566127581,"gmtModify":1676537089820,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938373149","repostId":"1122642943","repostType":4,"repost":{"id":"1122642943","kind":"news","pubTimestamp":1662564191,"share":"https://ttm.financial/m/news/1122642943?lang=en_US&edition=fundamental","pubTime":"2022-09-07 23:23","market":"other","language":"en","title":"QQQ: The Nasdaq 100 Declines May Have Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1122642943","media":"Seeking Alpha","summary":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Rates are rising to new cycle highs.</li><li>The dollar is rising to new cycle lows.</li><li>Which means the QQQ ETF may soon be sinking to a new low.</li></ul><p>The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that&#39;s primarily due to the higher prices and the adverse effects on the calculations.</p><p>Today&#39;s ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.</p><p>The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198e0d8d97f0800506eb68746835126c\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>With the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.</p><p><img src=\"https://static.tigerbbs.com/029431c387b60a5b4266b7aa5ed56a7d\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.</p><p><b>Real Rates vs. Earnings Yield</b></p><p>One way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.</p><p><img src=\"https://static.tigerbbs.com/f076c50f0c153254520cd2467c4115d1\" tg-width=\"640\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It&#39;s remarkable because the falling Nasdaq hasn&#39;t kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn&#39;t have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.</p><p><b>A Return To The Norms</b></p><p>Over the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.</p><p><img src=\"https://static.tigerbbs.com/e289a55e485170e51b0f7c556a13ef45\" tg-width=\"640\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It doesn&#39;t sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.</p><p><img src=\"https://static.tigerbbs.com/1a0e5954648e29542bc02f5cf5e8f676\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 2022.</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>QQQ: The Nasdaq 100 Declines May Have Only Just Begun</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\">\nQQQ: The Nasdaq 100 Declines May Have Only Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122642943","content_text":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that's primarily due to the higher prices and the adverse effects on the calculations.Today's ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.BloombergWith the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.BloombergThe QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.Real Rates vs. Earnings YieldOne way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.BloombergIt's remarkable because the falling Nasdaq hasn't kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn't have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.A Return To The NormsOver the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.BloombergIt doesn't sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.BloombergIt would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 2022.","news_type":1,"symbols_score_info":{"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938373981,"gmtCreate":1662566115243,"gmtModify":1676537089812,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938373981","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","kind":"highlight","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=en_US&edition=fundamental","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Source Link</a>\n\n</div>\n","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>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1,"symbols_score_info":{"MELI":0.79,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907317627,"gmtCreate":1660141921271,"gmtModify":1703478342737,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907317627","repostId":"1111911311","repostType":4,"repost":{"id":"1111911311","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1660145385,"share":"https://ttm.financial/m/news/1111911311?lang=en_US&edition=fundamental","pubTime":"2022-08-10 23:29","market":"us","language":"en","title":"U.S. Consumer Prices Rose 8.5% in July, Less Than Expected As Inflation Pressures Ease a Bit","url":"https://stock-news.laohu8.com/highlight/detail?id=1111911311","media":"Tiger Newspress","summary":"Prices that consumers pay for a variety of goods and services rose 8.5% in July from a year ago, a s","content":"<html><head></head><body><p>Prices that consumers pay for a variety of goods and services rose 8.5% in July from a year ago, a slowing pace from the previous month due largely to a drop in gasoline prices.</p><p>On a monthly basis, prices were flat as energy prices broadly declined 4.6% and gasoline fell 7.7%. That offset a 1.1% monthly gain in food prices and a 0.5% increase in shelter costs.</p><p>Economists surveyed by Dow Jones were expecting headline CPI to increase 8.7% on an annual basis and 0.2% monthly.</p><p><img src=\"https://static.tigerbbs.com/3bf33b8f347392edd5d03a4efe9741b0\" tg-width=\"642\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p><p>Excluding volatile food and energy prices, so-called core CPI rose 5.9% annually and 0.3% monthly, compared to respective estimates of 6.1% and 0.5%.</p><p>Even with the lower-than-expected numbers, inflation pressures remained strong.</p><p>The jump in the food index put the 12-month increase to 10.9%, the fastest pace since May 1979. Even with the monthly drop in the energy index, electricity prices rose 1.6% and were up 15.2% from a year ago. The energy index rose 32.9% from a year ago.</p><p>Used vehicle prices posted a 0.4% monthly decline, while apparel prices also fell, easing 0.1%, and transportation services were off 0.5% as airline fares fell 1.8% for the month and 7.8% from a year ago.</p><p>Markets reacted positively to the report, with futures tied to the Dow Jones Industrial Average up more than 400 points and government bond yields down sharply.</p><p>Shelter costs, which make up about one-third of the CPI weighting, continued to rise and are up 5.7% from a year ago.</p><p>The numbers indicate that inflation pressures are easing somewhat but still remain near their highest levels since the early 1980s.</p><p>Clogged supply chains, outsized demand for goods over services, and trillions of dollars in pandemic-related fiscal and monetary stimulus have combined to create an environment of high prices and slow economic growth that has bedeviled policymakers.</p><p>Federal Reserve officials are using a recipe of interest rate increases and related monetary policy tightening in hopes of beating back inflation numbers running well ahead of their 2% long-run target. The central bank has hiked benchmark borrowing rates by 2.25 percentage points so far in 2022, and officials have provided strong indications that more increases are coming.</p><p>There was some good news earlier this week when a New York Fed survey indicated that consumers have pared back inflation expectations for the future. But for now, the soaring cost of living remains a problem.</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>U.S. Consumer Prices Rose 8.5% in July, Less Than Expected As Inflation Pressures Ease a Bit</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\">\nU.S. Consumer Prices Rose 8.5% in July, Less Than Expected As Inflation Pressures Ease a Bit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-08-10 23:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Prices that consumers pay for a variety of goods and services rose 8.5% in July from a year ago, a slowing pace from the previous month due largely to a drop in gasoline prices.</p><p>On a monthly basis, prices were flat as energy prices broadly declined 4.6% and gasoline fell 7.7%. That offset a 1.1% monthly gain in food prices and a 0.5% increase in shelter costs.</p><p>Economists surveyed by Dow Jones were expecting headline CPI to increase 8.7% on an annual basis and 0.2% monthly.</p><p><img src=\"https://static.tigerbbs.com/3bf33b8f347392edd5d03a4efe9741b0\" tg-width=\"642\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p><p>Excluding volatile food and energy prices, so-called core CPI rose 5.9% annually and 0.3% monthly, compared to respective estimates of 6.1% and 0.5%.</p><p>Even with the lower-than-expected numbers, inflation pressures remained strong.</p><p>The jump in the food index put the 12-month increase to 10.9%, the fastest pace since May 1979. Even with the monthly drop in the energy index, electricity prices rose 1.6% and were up 15.2% from a year ago. The energy index rose 32.9% from a year ago.</p><p>Used vehicle prices posted a 0.4% monthly decline, while apparel prices also fell, easing 0.1%, and transportation services were off 0.5% as airline fares fell 1.8% for the month and 7.8% from a year ago.</p><p>Markets reacted positively to the report, with futures tied to the Dow Jones Industrial Average up more than 400 points and government bond yields down sharply.</p><p>Shelter costs, which make up about one-third of the CPI weighting, continued to rise and are up 5.7% from a year ago.</p><p>The numbers indicate that inflation pressures are easing somewhat but still remain near their highest levels since the early 1980s.</p><p>Clogged supply chains, outsized demand for goods over services, and trillions of dollars in pandemic-related fiscal and monetary stimulus have combined to create an environment of high prices and slow economic growth that has bedeviled policymakers.</p><p>Federal Reserve officials are using a recipe of interest rate increases and related monetary policy tightening in hopes of beating back inflation numbers running well ahead of their 2% long-run target. The central bank has hiked benchmark borrowing rates by 2.25 percentage points so far in 2022, and officials have provided strong indications that more increases are coming.</p><p>There was some good news earlier this week when a New York Fed survey indicated that consumers have pared back inflation expectations for the future. But for now, the soaring cost of living remains a problem.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111911311","content_text":"Prices that consumers pay for a variety of goods and services rose 8.5% in July from a year ago, a slowing pace from the previous month due largely to a drop in gasoline prices.On a monthly basis, prices were flat as energy prices broadly declined 4.6% and gasoline fell 7.7%. That offset a 1.1% monthly gain in food prices and a 0.5% increase in shelter costs.Economists surveyed by Dow Jones were expecting headline CPI to increase 8.7% on an annual basis and 0.2% monthly.Excluding volatile food and energy prices, so-called core CPI rose 5.9% annually and 0.3% monthly, compared to respective estimates of 6.1% and 0.5%.Even with the lower-than-expected numbers, inflation pressures remained strong.The jump in the food index put the 12-month increase to 10.9%, the fastest pace since May 1979. Even with the monthly drop in the energy index, electricity prices rose 1.6% and were up 15.2% from a year ago. The energy index rose 32.9% from a year ago.Used vehicle prices posted a 0.4% monthly decline, while apparel prices also fell, easing 0.1%, and transportation services were off 0.5% as airline fares fell 1.8% for the month and 7.8% from a year ago.Markets reacted positively to the report, with futures tied to the Dow Jones Industrial Average up more than 400 points and government bond yields down sharply.Shelter costs, which make up about one-third of the CPI weighting, continued to rise and are up 5.7% from a year ago.The numbers indicate that inflation pressures are easing somewhat but still remain near their highest levels since the early 1980s.Clogged supply chains, outsized demand for goods over services, and trillions of dollars in pandemic-related fiscal and monetary stimulus have combined to create an environment of high prices and slow economic growth that has bedeviled policymakers.Federal Reserve officials are using a recipe of interest rate increases and related monetary policy tightening in hopes of beating back inflation numbers running well ahead of their 2% long-run target. The central bank has hiked benchmark borrowing rates by 2.25 percentage points so far in 2022, and officials have provided strong indications that more increases are coming.There was some good news earlier this week when a New York Fed survey indicated that consumers have pared back inflation expectations for the future. But for now, the soaring cost of living remains a problem.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071645861,"gmtCreate":1657527973353,"gmtModify":1676536020541,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071645861","repostId":"1103442229","repostType":4,"repost":{"id":"1103442229","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657527704,"share":"https://ttm.financial/m/news/1103442229?lang=en_US&edition=fundamental","pubTime":"2022-07-11 16:21","market":"us","language":"en","title":"Crypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1103442229","media":"Tiger Newspress","summary":"Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.The token is mo","content":"<html><head></head><body><p>Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.<img src=\"https://static.tigerbbs.com/bcea213b770f21dd0b5a1133378fe845\" tg-width=\"262\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><p>The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.</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>Crypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000</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\">\nCrypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-11 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.<img src=\"https://static.tigerbbs.com/bcea213b770f21dd0b5a1133378fe845\" tg-width=\"262\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><p>The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAN":"嘉楠科技","MARA":"MARA Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103442229","content_text":"Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.","news_type":1,"symbols_score_info":{"CAN":0.9,"MARA":0.9}},"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066356621,"gmtCreate":1651853372263,"gmtModify":1676534984718,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066356621","repostId":"2233846183","repostType":4,"repost":{"id":"2233846183","kind":"highlight","pubTimestamp":1651850745,"share":"https://ttm.financial/m/news/2233846183?lang=en_US&edition=fundamental","pubTime":"2022-05-06 23:25","market":"us","language":"en","title":"Down 42%, This Dow Stock Is a Screaming Buy in May","url":"https://stock-news.laohu8.com/highlight/detail?id=2233846183","media":"Motley Fool","summary":"The stock's slump has created an opportunity for long-term investors to scoop up this iconic brand at a discount.","content":"<div>\n<p>The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 42%, This Dow Stock Is a Screaming Buy in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 42%, This Dow Stock Is a Screaming Buy in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233846183","content_text":"The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from its high in January 2021.Investors are concerned about the business as consumer behavior evolves rapidly and unevenly worldwide. Regardless of the near-term challenges of navigating a global company during a pandemic, Disney's long-term prospects are excellent.The streaming segment is gaining tractionThe core of Disney's business is a treasure trove of proprietary characters and stories that have delighted consumers for decades. The difficult-to-replicate intellectual property flows into Disney's theme parks, movies, series, merchandise, cruise ships, hotels, and more. The crucial element of its business is based on proprietary content. That means competitors cannot infringe on its business without spending decades and billions of dollars to build a suite of characters and stories that spark consumers' enthusiasm.DIS Revenue (Quarterly) data by YChartsBut the past decade has been tricky. Disney has had to navigate the transitioning of its legacy cable TV business over to streaming. The legacy method was a boon for The House of Mouse, so it was careful not to switch to streaming hastily. Nevertheless, in 2019 it committed to streaming entirely and launched its flagship service Disney+. As of Jan. 1, the service boasts 130 million subscribers, and the streaming segment as a whole (which also includes Hulu and ESPN+) has attracted 196.4 million.Management forecasts that Disney+ will reach between 230 million and 260 million subs by 2024 and be profitable. To put that potential into context, Netflix surpassed 200 million subs in 2021 and reported revenue of $29.7 billion that year. In 2019, before the coronavirus disrupted operations, Disney's revenue was $69.6 billion. Home to iconic franchises like Pixar, Star Wars, Marvel, and Mickey Mouse, Disney can reasonably reach and surpass Netflix's achievements.The theme parks are emerging stronger than beforeIn 2019, Disney's theme parks generated $24.7 billion in revenue and $6.1 billion in operating income. Of course, the pandemic devastated the business, but it is bouncing back and more vital than ever. In its recently completed quarter, which ended in January, Disney's theme park segment produced $7.2 billion in revenue and $2.5 billion in operating income. Despite self-imposed capacity restrictions, the segment is on pace to eclipse 2019 totals.DIS Operating Income (Annual) data by YChartsWhen the parks were forced to shut down to guests, management developed and implemented several improvements. These included a digital reservation system that allows the company to manage attendance effectively, mobile ordering at food and concession stands, and premium features like Genie+, which enables guests to pay for the privilege of skipping lines.This likely means that the parks will be more profitable from now on than before the pandemic's onset. The near term might be volatile as consumer behavior changes with COVID-19 trends. However, Disney's unique and valuable assets are likely to attract consumers in large numbers over the longer run. And the stock's 44% crash from its high only makes this investment a better value.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":4012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089399077,"gmtCreate":1649950190039,"gmtModify":1676534614244,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;[smile]&nbsp;","listText":"[smile]&nbsp;[smile]&nbsp;","text":"[smile] [smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089399077","repostId":"9080840833","repostType":1,"repost":{"id":9080840833,"gmtCreate":1649867594299,"gmtModify":1676534594765,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740637684170","idStr":"4102740637684170"},"themes":[],"title":"Bad News: Bad Earnings Are Sure to Fall","htmlText":"The first three companies to watch today:&nbsp;<a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> ,&nbsp; <a href=\"https://laohu8.com/S/DAL\">$Delta Air Lines(DAL)$</a> ,&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/LVMUY\">$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$</a> . They represent the financial sector affected by interest rate hikes, the tourism sector affected by inflation and the pandemic, and the luxury sector theoretically benefiting from inflation. Not surprisingly, the financial sector has been hit hard, with share prices slumping. Airlines have been affected by inflation, but the cost of passing on tickets, and the epidemic is no longer affecting travel, so the rise in share prices makes sense. There's no way to explain why Louis Vuitton is down, so wait and see.","listText":"The first three companies to watch today:&nbsp;<a href=\"https://laohu8.com/S/JPM\">$JPMorgan Chase(JPM)$</a> ,&nbsp; <a href=\"https://laohu8.com/S/DAL\">$Delta Air Lines(DAL)$</a> ,&nbsp;and&nbsp;<a href=\"https://laohu8.com/S/LVMUY\">$LVMH-Moet Hennessy Louis Vuitton(LVMUY)$</a> . They represent the financial sector affected by interest rate hikes, the tourism sector affected by inflation and the pandemic, and the luxury sector theoretically benefiting from inflation. Not surprisingly, the financial sector has been hit hard, with share prices slumping. Airlines have been affected by inflation, but the cost of passing on tickets, and the epidemic is no longer affecting travel, so the rise in share prices makes sense. There's no way to explain why Louis Vuitton is down, so wait and see.","text":"The first three companies to watch today: $JPMorgan Chase(JPM)$ , $Delta Air Lines(DAL)$ , and $LVMH-Moet Hennessy Louis Vuitton(LVMUY)$ . They represent the financial sector affected by interest rate hikes, the tourism sector affected by inflation and the pandemic, and the luxury sector theoretically benefiting from inflation. Not surprisingly, the financial sector has been hit hard, with share prices slumping. Airlines have been affected by inflation, but the cost of passing on tickets, and the epidemic is no longer affecting travel, so the rise in share prices makes sense. There's no way to explain why Louis Vuitton is down, so wait and see.","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080840833","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886992767,"gmtCreate":1631542318459,"gmtModify":1676530571187,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886992767","repostId":"2167583945","repostType":4,"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837459822,"gmtCreate":1629907119066,"gmtModify":1676530170153,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837459822","repostId":"1148011558","repostType":4,"repost":{"id":"1148011558","kind":"news","pubTimestamp":1629902594,"share":"https://ttm.financial/m/news/1148011558?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:43","market":"us","language":"en","title":"CrowdStrike: Not Just Any Cybersecurity Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1148011558","media":"Seeking Alpha","summary":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and m","content":"<p><b>Summary</b></p>\n<ul>\n <li>Cybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.</li>\n <li>CrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.</li>\n <li>CrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.</li>\n <li>CrowdStrike is expensive, but investors can profit if they maintain a long-term view.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6aec1f150eb5e8ada2bd309de812f8\" tg-width=\"768\" tg-height=\"480\" width=\"100%\" height=\"auto\"><span>mdegrood/iStock via Getty Images</span></p>\n<p>One of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.</p>\n<p>Cybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.</p>\n<p>Here is a list of the largest hacks of 2021 (with sources):</p>\n<ol>\n <li>Kia Motors- Hacked with Ransomware - Demand ~$20m</li>\n <li>CD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -&gt; High</li>\n <li>AXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen</li>\n <li>JBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.</li>\n</ol>\n<p>These are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70cbf321b3334784058a05e70fefbd8c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Chart by author, Data fromStatista</span></p>\n<p>Monetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.</p>\n<p>According to&nbsp;Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.</p>\n<p><b>Thesis</b></p>\n<p>CrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.</p>\n<p>CrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.</p>\n<p>I'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.</p>\n<p>CrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.</p>\n<p><b>How does CrowdStrike work?</b></p>\n<p>When investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.</p>\n<p>First, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.</p>\n<p>An IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.</p>\n<p>That's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.</p>\n<p>IoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.</p>\n<p>There are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b00527a719e98d68b0657b9b2cea0901\" tg-width=\"612\" tg-height=\"184\" width=\"100%\" height=\"auto\"><span>IoC vs. IoA - reactive vs. proactive - Source:CrowdStrike</span></p>\n<p>Any virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.</p>\n<p>CrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d02bc55a2843c84cde9d9797acd2c3\" tg-width=\"640\" tg-height=\"399\" width=\"100%\" height=\"auto\"><span>CrowdStrike Falcon in Action malware prevention based on behavior.YouTube</span></p>\n<p>The host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.</p>\n<p>That's the distinguishing factor for CrowdStrike.</p>\n<p>CrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.</p>\n<p><img src=\"https://static.tigerbbs.com/0977994bb6cc4510cdb52337742c9734\" tg-width=\"1280\" tg-height=\"1024\" width=\"100%\" height=\"auto\"></p>\n<p>CrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.</p>\n<p>Based on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a&nbsp;$1 million warranty&nbsp;if a breach happens.</p>\n<p><b>Competition</b></p>\n<p>CrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/319e77e2cb361294371b4ff4d5074b91\" tg-width=\"570\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Source:Gartner Magic Quadrant for Endpoint Protection Platforms</span></p>\n<p>In terms of EPP, CrowdStrike is pretty much in a league of itself.</p>\n<p>The only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.</p>\n<p>Other EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.</p>\n<p>SentinelOne is one of CrowdStrike's closest competitors and&nbsp;boasts a much better&nbsp;technology than CrowdStrike. This is two-sided as CrowdStrike&nbsp;pushes back against SentinelOne, calling them 'outdated.'</p>\n<p>SentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.</p>\n<p>Nevertheless, the difference between the platforms is small.</p>\n<p>CrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).</p>\n<p>IT personnel deciding on either one of these AVs wouldn't harm their company.</p>\n<p><b>Valuation</b></p>\n<p>CrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like&nbsp;KLAC,SWKS, or&nbsp;QRVO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66028ec453a5dbfa0d874e98df65d499\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>CrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e7a3f611dd2ebdec4bf08cf2aefd4ab\" tg-width=\"589\" tg-height=\"364\" width=\"100%\" height=\"auto\"><span>Chart by author, Data from CrowdStrike Quarterly reports</span></p>\n<p>The scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfd887db2b9e38910791e999d8696429\" tg-width=\"640\" tg-height=\"324\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>That means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.</p>\n<p>CrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/438ec1c32df8f3239a04a5f93775dc19\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>I find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).</p>\n<p>Gartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2266da9e98fa9f2ed6c1f19135b2ebc\" tg-width=\"775\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>Gartner ForecastWorldwide Security</span></p>\n<p>CrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.</p>\n<p>More and more companies switch towards IoA next-gen antivirus companies.</p>\n<p>CrowdStrike is the top choice among its competitors.</p>\n<p><b>Is the valuation justified?</b></p>\n<p>Comparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.</p>\n<p>CrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.</p>\n<p>SentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.</p>\n<p>CrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.</p>\n<p><b>Investor's Takeaway</b></p>\n<p>CrowdStrike is not just any antivirus company in a crowded cybersecurity market. It's<i>the</i>cybersecurity company in the market.</p>\n<p>CrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.</p>\n<p>CrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.</p>\n<p>On the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.</p>\n<p>Many sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.</p>\n<p>One of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.</p>\n<p>BCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.</p>\n<p>CrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike: Not Just Any Cybersecurity Company</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\">\nCrowdStrike: Not Just Any Cybersecurity Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers...</p>\n\n<a href=\"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148011558","content_text":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.\nCrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.\nCrowdStrike is expensive, but investors can profit if they maintain a long-term view.\n\nmdegrood/iStock via Getty Images\nOne of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.\nCybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.\nHere is a list of the largest hacks of 2021 (with sources):\n\nKia Motors- Hacked with Ransomware - Demand ~$20m\nCD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -> High\nAXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen\nJBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.\n\nThese are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.\nChart by author, Data fromStatista\nMonetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.\nAccording to Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.\nThesis\nCrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.\nCrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.\nI'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.\nCrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.\nHow does CrowdStrike work?\nWhen investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.\nFirst, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.\nAn IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.\nThat's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.\nIoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.\nThere are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.\nIoC vs. IoA - reactive vs. proactive - Source:CrowdStrike\nAny virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.\nCrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.\nCrowdStrike Falcon in Action malware prevention based on behavior.YouTube\nThe host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.\nThat's the distinguishing factor for CrowdStrike.\nCrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.\n\nCrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.\nBased on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a $1 million warranty if a breach happens.\nCompetition\nCrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).\nSource:Gartner Magic Quadrant for Endpoint Protection Platforms\nIn terms of EPP, CrowdStrike is pretty much in a league of itself.\nThe only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.\nOther EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.\nSentinelOne is one of CrowdStrike's closest competitors and boasts a much better technology than CrowdStrike. This is two-sided as CrowdStrike pushes back against SentinelOne, calling them 'outdated.'\nSentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.\nNevertheless, the difference between the platforms is small.\nCrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).\nIT personnel deciding on either one of these AVs wouldn't harm their company.\nValuation\nCrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like KLAC,SWKS, or QRVO.\nData by YCharts\nCrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.\nChart by author, Data from CrowdStrike Quarterly reports\nThe scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.\nSource: CrowdStrike Corporate OverviewPresentation\nThat means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.\nCrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.\nSource: CrowdStrike Corporate OverviewPresentation\nI find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).\nGartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.\nGartner ForecastWorldwide Security\nCrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.\nMore and more companies switch towards IoA next-gen antivirus companies.\nCrowdStrike is the top choice among its competitors.\nIs the valuation justified?\nComparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.\nCrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.\nSentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.\nCrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.\nInvestor's Takeaway\nCrowdStrike is not just any antivirus company in a crowded cybersecurity market. It'sthecybersecurity company in the market.\nCrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.\nCrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.\nOn the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.\nMany sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.\nOne of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.\nBCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.\nCrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127564546,"gmtCreate":1624857456985,"gmtModify":1703846357645,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127564546","repostId":"2146200677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":122745961,"gmtCreate":1624634773653,"gmtModify":1703842438567,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/122745961","repostId":"1161321618","repostType":2,"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":886992767,"gmtCreate":1631542318459,"gmtModify":1676530571187,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886992767","repostId":"2167583945","repostType":4,"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066356621,"gmtCreate":1651853372263,"gmtModify":1676534984718,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066356621","repostId":"2233846183","repostType":4,"repost":{"id":"2233846183","kind":"highlight","pubTimestamp":1651850745,"share":"https://ttm.financial/m/news/2233846183?lang=en_US&edition=fundamental","pubTime":"2022-05-06 23:25","market":"us","language":"en","title":"Down 42%, This Dow Stock Is a Screaming Buy in May","url":"https://stock-news.laohu8.com/highlight/detail?id=2233846183","media":"Motley Fool","summary":"The stock's slump has created an opportunity for long-term investors to scoop up this iconic brand at a discount.","content":"<div>\n<p>The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Down 42%, This Dow Stock Is a Screaming Buy in May</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDown 42%, This Dow Stock Is a Screaming Buy in May\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-06 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","BK4551":"寇图资本持仓","BK4566":"资本集团","BK4550":"红杉资本持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4108":"电影和娱乐","BK4561":"索罗斯持仓","BK4527":"明星科技股","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2022/05/05/this-dow-stock-screaming-buy-in-may-disney/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2233846183","content_text":"The Walt Disney Company's stock has been on a roller-coaster ride, crashing at the pandemic's onset, recovering throughout 2020, then crashing again in early 2021. Overall, the stock is down 42% from its high in January 2021.Investors are concerned about the business as consumer behavior evolves rapidly and unevenly worldwide. Regardless of the near-term challenges of navigating a global company during a pandemic, Disney's long-term prospects are excellent.The streaming segment is gaining tractionThe core of Disney's business is a treasure trove of proprietary characters and stories that have delighted consumers for decades. The difficult-to-replicate intellectual property flows into Disney's theme parks, movies, series, merchandise, cruise ships, hotels, and more. The crucial element of its business is based on proprietary content. That means competitors cannot infringe on its business without spending decades and billions of dollars to build a suite of characters and stories that spark consumers' enthusiasm.DIS Revenue (Quarterly) data by YChartsBut the past decade has been tricky. Disney has had to navigate the transitioning of its legacy cable TV business over to streaming. The legacy method was a boon for The House of Mouse, so it was careful not to switch to streaming hastily. Nevertheless, in 2019 it committed to streaming entirely and launched its flagship service Disney+. As of Jan. 1, the service boasts 130 million subscribers, and the streaming segment as a whole (which also includes Hulu and ESPN+) has attracted 196.4 million.Management forecasts that Disney+ will reach between 230 million and 260 million subs by 2024 and be profitable. To put that potential into context, Netflix surpassed 200 million subs in 2021 and reported revenue of $29.7 billion that year. In 2019, before the coronavirus disrupted operations, Disney's revenue was $69.6 billion. Home to iconic franchises like Pixar, Star Wars, Marvel, and Mickey Mouse, Disney can reasonably reach and surpass Netflix's achievements.The theme parks are emerging stronger than beforeIn 2019, Disney's theme parks generated $24.7 billion in revenue and $6.1 billion in operating income. Of course, the pandemic devastated the business, but it is bouncing back and more vital than ever. In its recently completed quarter, which ended in January, Disney's theme park segment produced $7.2 billion in revenue and $2.5 billion in operating income. Despite self-imposed capacity restrictions, the segment is on pace to eclipse 2019 totals.DIS Operating Income (Annual) data by YChartsWhen the parks were forced to shut down to guests, management developed and implemented several improvements. These included a digital reservation system that allows the company to manage attendance effectively, mobile ordering at food and concession stands, and premium features like Genie+, which enables guests to pay for the privilege of skipping lines.This likely means that the parks will be more profitable from now on than before the pandemic's onset. The near term might be volatile as consumer behavior changes with COVID-19 trends. However, Disney's unique and valuable assets are likely to attract consumers in large numbers over the longer run. And the stock's 44% crash from its high only makes this investment a better value.","news_type":1,"symbols_score_info":{"DIS":0.9,"NFLX":0.9,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":4012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967929619,"gmtCreate":1670251716432,"gmtModify":1676538329657,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967929619","repostId":"2288034469","repostType":4,"repost":{"id":"2288034469","kind":"highlight","pubTimestamp":1670254323,"share":"https://ttm.financial/m/news/2288034469?lang=en_US&edition=fundamental","pubTime":"2022-12-05 23:32","market":"us","language":"en","title":"Rates And The Dollar Are Sending Warning Signs To Markets","url":"https://stock-news.laohu8.com/highlight/detail?id=2288034469","media":"Seekingalpha","summary":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of","content":"<html><head></head><body><p>Powell&#39;s appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.</p><p>This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&amp;P 500 following Powell&#39;s appearance. While Powell said almost nothing new, he didn&#39;t say enough to cause the market&#39;s recent easing of financial conditions to reverse.</p><p>It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn&#39;t, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.</p><p>The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.</p><p></p><p><img src=\"https://static.tigerbbs.com/b14e7287ef2ebde557c2c762382b6f3e\" tg-width=\"640\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>What is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month&#39;s numbers were all revised higher.</p><p>Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.</p><p>The move in the ISM report indicates that S&amp;P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.</p><p></p><p><img src=\"https://static.tigerbbs.com/34b4ece5032dcd46b930fc970e935b00\" tg-width=\"640\" tg-height=\"337\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.</p><p>Analysts&#39; estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts&#39; estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.</p><p></p><p><img src=\"https://static.tigerbbs.com/4c45e0b1141d0fecf0649dd89230770d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Cutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.</p><p>The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.</p><p></p><p><img src=\"https://static.tigerbbs.com/0e496080213d87b9baac15b6fab3f9aa\" tg-width=\"640\" tg-height=\"258\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>But the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.</p><p></p><p><img src=\"https://static.tigerbbs.com/1859642fc4382c863b8d13598ed0c511\" tg-width=\"640\" tg-height=\"351\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.</p><p></p><p><img src=\"https://static.tigerbbs.com/b267e102ea6f61e2f6db897b258239ba\" tg-width=\"640\" tg-height=\"275\" referrerpolicy=\"no-referrer\"/></p><p>Quant-Insight</p><p>Should the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.</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>Rates And The Dollar Are Sending Warning Signs To Markets</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\">\nRates And The Dollar Are Sending Warning Signs To Markets\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-05 23:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he...</p>\n\n<a href=\"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://seekingalpha.com/article/4562212-rates-dollar-sending-warning-signs-markets","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288034469","content_text":"Powell's appearance on Wednesday was not only jaw-dropping but raised a lot of questions. Instead of pushing back against the recent easing of financial conditions, Powell made the same comments as he did at the November FOMC meeting and even stressed caution on overtightening.This market has come to a point where anything that is not more hawkish than expected is dovish, leading to a big pop in the S&P 500 following Powell's appearance. While Powell said almost nothing new, he didn't say enough to cause the market's recent easing of financial conditions to reverse.It was shocking to hear because at every point before November 30, when financial conditions had eased too much, Powell would push back against the market. But this time, he didn't, and by not pushing back, he is telling the market he is okay with the recent easing of financial conditions.The real question is why Powell would be okay with financial conditions easing. It is the exact opposite of what he has been saying about his desire to raise rates into restrictive territory.BloombergWhat is even stranger than that is that the jobs data on Friday showed stronger-than-expected non-farm payroll numbers. But, wages rose by 0.6% month-over-month, the hottest reading since January 2022. They also increased by 5.1% year-over-year, while last month's numbers were all revised higher.Meanwhile, the ISM manufacturing data was weaker than expected, suggesting the US economy is inching closer to recession. The ISM report noted that the reading of 49 indicated that the REAL GDP growth in the fourth quarter was around 0.1%.The move in the ISM report indicates that S&P 500 earnings growth could turn lower in 2023 and perhaps go negative. The relationship between the ISM manufacturing survey goes back a long time, and they, too, tend to track each other very well.BloombergThe slowing growth and higher wages suggest the recent changes in attitude from the bond market. The data suggest the economy could be very close to or is in a recession, which is likely to squeeze margins for companies and earnings. Earnings estimates do not reflect margin compression and are still pricing a lot of margin expansion.Analysts' estimates suggest that earnings in 2023 are expected to grow by around 7%, while sales are expected to rise by about 3%. Currently, analysts' estimates are pricing in margin expansion in 2023. For there to be margin expansion, costs will need to be reduced; otherwise, earnings estimates are too high and need to be slashed.BloombergCutting costs usually starts with letting workers go, and the best gauge for the unemployment rate may be the spread between the 10-year and 2-Year Treasury yield spread. In recent times the spread between the 10-year and 2-year yield tends to rise just before the unemployment rate starts to increase as the market anticipates the eventual rate-cutting cycle the Fed is about to embark on.The current inversion is the deepest it has been since the early 1980s, and it tells us that unemployment is likely to stay low for some time longer. The current yield curve inversion has even stopped falling yet.BloombergBut the yield curve inversion that has started to turn higher is the 10-year minus 2-year 18-month forward curve. This forward curve tends to lead the 10-2 year nominal curve by 6 to 12 months, and currently, that forward curve has returned to a neutral level near 0% as the nominal 10-2 yield curve is trading well below the forward curve.BloombergThe forward curve suggests that the unemployment rate may be significantly higher over the next six months as companies look to shed the rising cost of wages as the economy slows. The data from Quant-Insight shows that the biggest drive in the recent move lower in the 10-year rate is risk aversion. An indication that the market is getting much more cautious and shifting into a risk-off regime.Quant-InsightShould the dollar continue to weaken and rates continue to fall, it would suggest that risk-off is taking hold. Eventually, the equity market will catch on to the risk-off sentiment, and that bad news is, again, bad news.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960341420,"gmtCreate":1668083122860,"gmtModify":1676538009730,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Happy]&nbsp;","listText":"[Happy]&nbsp;","text":"[Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9960341420","repostId":"1166044753","repostType":4,"repost":{"id":"1166044753","kind":"news","pubTimestamp":1668067767,"share":"https://ttm.financial/m/news/1166044753?lang=en_US&edition=fundamental","pubTime":"2022-11-10 16:09","market":"us","language":"en","title":"October CPI Preview: Inflation Likely Eased Slightly From Last Month","url":"https://stock-news.laohu8.com/highlight/detail?id=1166044753","media":"Yahoo Finance","summary":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to ","content":"<html><head></head><body><p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.</p><p>The Bureau of Labor Statistics&#39; Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.</p><p>The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.</p><p>The Federal Reserve keeps a closer eye on &#34;core&#34; inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.</p><p>Economists at Bank of America (BofA) project shelter to again be the primary driver of October&#39;s core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.</p><p>Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.</p><p>Thursday&#39;s data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December&#39;s hike to a smaller increase of 0.50%.</p><p>&#34;It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,&#34; Bankrate Chief Financial Analyst Greg McBride wrote in a note. &#34;Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.&#34;</p><p>Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.</p><p>“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week&#39;s policy-setting meeting, later adding that officials have &#34;some ways to go,&#34; with payrolls still elevated and inflation readings that have not cooled quickly enough.</p><p>Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.</p><p>A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October&#39;s CPI reading may affirm revised estimates.</p><p>Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.</p><p>After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.</p><p>TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.</p><p>“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.</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>October CPI Preview: Inflation Likely Eased Slightly From Last Month</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\">\nOctober CPI Preview: Inflation Likely Eased Slightly From Last Month\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 16:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer ...</p>\n\n<a href=\"https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/october-consumer-prices-inflation-data-cpi-november-10-210744752.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166044753","content_text":"U.S. inflation likely remained stubbornly high last month despite efforts by the Federal Reserve to get a grip on prices that have surged at a historic pace.The Bureau of Labor Statistics' Consumer Price Index (CPI) for October is scheduled for release at 8:30 a.m. ET on Thursday. Economists surveyed by Bloomberg expected the headline reading to show an accelerated monthly increase of 0.6% from 0.4% in September, driven in part by the first jump in energy prices in four months.The broadest measure is projected to have moderated to a 7.9% rise annually, down slightly from September’s year-over-year increase of 8.2%. Core CPI, which strips out the volatile food and energy components of the measure, is projected to come in at 0.5% on a monthly basis and 6.5% over the year, little changed from 0.6% and 6.6%, respectively, last month — the highest core prints since 1982.The Federal Reserve keeps a closer eye on \"core\" inflation, which offers policymakers a more focused look at inputs like housing. Headline CPI, in contrast, has moved largely in conjunction with erratic energy prices this year.Economists at Bank of America (BofA) project shelter to again be the primary driver of October's core reading, as housing costs comprise nearly one third of the basket for consumer price inflation.Transportation services are projected to remain elevated due to higher airfares and car and truck rental prices, while medical care costs may have declined, BofA noted.Thursday's data will offer investors hints on how Fed officials will move forward in their fight to restore price stability after raising interest rates by 75 basis point for a fourth straight time earlier this month. Investors currently anticipate a downshift in the size of December's hike to a smaller increase of 0.50%.\"It isn’t just the ongoing pace of increase that is troublesome but the pervasiveness of surging prices across various spending categories that has scarred household budgets,\" Bankrate Chief Financial Analyst Greg McBride wrote in a note. \"Despite a half-dozen interest rate hikes by the Federal Reserve, any broad-based, significant, and sustained easing of inflation pressures remains elusive.\"Moderations in economic data have prompted hopes that the U.S. central bank will scale back on its aggressive policy stance, but Fed Chair Jerome Powellstressedearlier this month that no plans for a pause were underway — dashing any such optimism.“Restoring price stability will likely require maintaining a restrictive stance of policy for some time,” Powell said in prepared remarks after last week's policy-setting meeting, later adding that officials have \"some ways to go,\" with payrolls still elevated and inflation readings that have not cooled quickly enough.Federal Reserve officials have repeatedly signaled that the size and magnitude of hikes may slow despite the fight against inflation being nowhere near over, stoking the possibility of a higher than expected liftoff of its key policy interest rate.A wave of Wall Street strategists have raised their bets on how much the central bank will ultimately raise its federal funs rate — and October's CPI reading may affirm revised estimates.Goldman Sachs was the first among big banks in the days leading up to November’s FOMC meeting to warn rates may rise as high as 5% by March 2023.After Friday’sbetter-than-expected jobs report, economists at Bank of America upwardly revised their projections to a terminal rate of 5.0-5.25% from 4.75-5.0% and said the institution anticipates a 0.50% increase for December.TD Securities lifted its terminal rate forecast from a range of 4.75%-5.00% to 5.25%-5.50% and sees a 50-basis-point hike at the next meeting Dec. 13-14. BNP Paribas expects a fifth 75-basis-point increase next month and a terminal fed funds level of 5.25% in the first quarter of next year.“We think risks to our revised FOMC rate path continue to lie to the upside and upcoming prints on CPI inflation and the November employment report will weigh heavily on the near-term path for Fed policy,” strategists led by Michael Gapen wrote in a Friday note.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9967923336,"gmtCreate":1670251764826,"gmtModify":1676538329674,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9967923336","repostId":"1144784524","repostType":4,"repost":{"id":"1144784524","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670250830,"share":"https://ttm.financial/m/news/1144784524?lang=en_US&edition=fundamental","pubTime":"2022-12-05 22:33","market":"us","language":"en","title":"Dow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1144784524","media":"Tiger Newspress","summary":"Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the eco","content":"<html><head></head><body><p>Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.</p><p>The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&amp;P 500 and Nasdaq Composite slid by 0.6% each.</p><p>Investors are looking ahead to the next week’s Federal Reserve’s interest rate decision at the conclusion of the central bank’s December policy meeting.</p><p>Following a speech last week by Fed Chairman Jerome Powell, markets largely expect the central bank will approve a 0.5 percentage point interest rate increase. That would make a step down from a series of four straight 0.75 percentage point hikes.</p><p>However, Powell also said the “terminal rate,” or point where the Fed stops raising, likely “will need to be somewhat higher” than indicated at the September meeting. That could mean a fed funds rate that ends up in excess of 5%, from its current target range of 3.75%-4%.</p><p>Friday’s nonfarm payrolls report helped add to Fed anxiety. Average hourly earnings rose 0.6% for November, twice the Dow Jones estimate, and the 12-month increase was 5.1%, half a percentage point above expectations. Wage pressures on inflation could force the Fed into an even more aggressive stance.</p><p>Wall Street is coming off its second positive week in a row, with the S&amp;P 500 and Nasdaq advancing 1.1% and 2.1%, respectively. The Dow advanced 0.2% last week.</p><p>Despite the recent rally, Morgan Stanley strategist Mike Wilson said the risk-reward for equities has likely reached its cap as it nears the bank’s original tactical target range of 4,000 to 4,150.</p><p>“As suggested two weeks ago, for this tactical rally to go higher, back end rates would need to fall,” he said in a note to clients Monday. “Fast forward to today and that’s what has happened. However, we are now right into our original upside targets and we recommend taking profits before the Bear returns in earnest.”</p><p>In other news, Tesla shares slumped more than 4% Monday on reports of an output cut at its Shanghai factory. Macao-linked casino stocks gained on hopes of easing Covid-19 restrictions.</p><p>On the economic front, investors are expecting the November ISM services data at 10 a.m. ET on Monday. Economists polled by the Dow Jones expected a reading of 53.7.</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>Dow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow Opens 200 Points Lower on Fears the Fed Will Keep Tightening Into a Recession\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-12-05 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.</p><p>The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&amp;P 500 and Nasdaq Composite slid by 0.6% each.</p><p>Investors are looking ahead to the next week’s Federal Reserve’s interest rate decision at the conclusion of the central bank’s December policy meeting.</p><p>Following a speech last week by Fed Chairman Jerome Powell, markets largely expect the central bank will approve a 0.5 percentage point interest rate increase. That would make a step down from a series of four straight 0.75 percentage point hikes.</p><p>However, Powell also said the “terminal rate,” or point where the Fed stops raising, likely “will need to be somewhat higher” than indicated at the September meeting. That could mean a fed funds rate that ends up in excess of 5%, from its current target range of 3.75%-4%.</p><p>Friday’s nonfarm payrolls report helped add to Fed anxiety. Average hourly earnings rose 0.6% for November, twice the Dow Jones estimate, and the 12-month increase was 5.1%, half a percentage point above expectations. Wage pressures on inflation could force the Fed into an even more aggressive stance.</p><p>Wall Street is coming off its second positive week in a row, with the S&amp;P 500 and Nasdaq advancing 1.1% and 2.1%, respectively. The Dow advanced 0.2% last week.</p><p>Despite the recent rally, Morgan Stanley strategist Mike Wilson said the risk-reward for equities has likely reached its cap as it nears the bank’s original tactical target range of 4,000 to 4,150.</p><p>“As suggested two weeks ago, for this tactical rally to go higher, back end rates would need to fall,” he said in a note to clients Monday. “Fast forward to today and that’s what has happened. However, we are now right into our original upside targets and we recommend taking profits before the Bear returns in earnest.”</p><p>In other news, Tesla shares slumped more than 4% Monday on reports of an output cut at its Shanghai factory. Macao-linked casino stocks gained on hopes of easing Covid-19 restrictions.</p><p>On the economic front, investors are expecting the November ISM services data at 10 a.m. ET on Monday. Economists polled by the Dow Jones expected a reading of 53.7.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144784524","content_text":"Stocks fell Monday on fears that the Federal Reserve may continue tightening until it steers the economy into a recession.The Dow Jones Industrial Average fell by 210 points, or 0.6%, while the S&P 500 and Nasdaq Composite slid by 0.6% each.Investors are looking ahead to the next week’s Federal Reserve’s interest rate decision at the conclusion of the central bank’s December policy meeting.Following a speech last week by Fed Chairman Jerome Powell, markets largely expect the central bank will approve a 0.5 percentage point interest rate increase. That would make a step down from a series of four straight 0.75 percentage point hikes.However, Powell also said the “terminal rate,” or point where the Fed stops raising, likely “will need to be somewhat higher” than indicated at the September meeting. That could mean a fed funds rate that ends up in excess of 5%, from its current target range of 3.75%-4%.Friday’s nonfarm payrolls report helped add to Fed anxiety. Average hourly earnings rose 0.6% for November, twice the Dow Jones estimate, and the 12-month increase was 5.1%, half a percentage point above expectations. Wage pressures on inflation could force the Fed into an even more aggressive stance.Wall Street is coming off its second positive week in a row, with the S&P 500 and Nasdaq advancing 1.1% and 2.1%, respectively. The Dow advanced 0.2% last week.Despite the recent rally, Morgan Stanley strategist Mike Wilson said the risk-reward for equities has likely reached its cap as it nears the bank’s original tactical target range of 4,000 to 4,150.“As suggested two weeks ago, for this tactical rally to go higher, back end rates would need to fall,” he said in a note to clients Monday. “Fast forward to today and that’s what has happened. However, we are now right into our original upside targets and we recommend taking profits before the Bear returns in earnest.”In other news, Tesla shares slumped more than 4% Monday on reports of an output cut at its Shanghai factory. Macao-linked casino stocks gained on hopes of easing Covid-19 restrictions.On the economic front, investors are expecting the November ISM services data at 10 a.m. ET on Monday. Economists polled by the Dow Jones expected a reading of 53.7.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938373981,"gmtCreate":1662566115243,"gmtModify":1676537089812,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9938373981","repostId":"2265067759","repostType":4,"repost":{"id":"2265067759","kind":"highlight","pubTimestamp":1662564242,"share":"https://ttm.financial/m/news/2265067759?lang=en_US&edition=fundamental","pubTime":"2022-09-07 23:24","market":"us","language":"en","title":"Prediction: These 2 Growth Stocks Could Soar 500% by 2032","url":"https://stock-news.laohu8.com/highlight/detail?id=2265067759","media":"Motley Fool","summary":"These growth stocks dominate their respective industries, and that could translate into monster returns for shareholders.","content":"<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Source Link</a>\n\n</div>\n","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>Prediction: These 2 Growth Stocks Could Soar 500% by 2032</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\">\nPrediction: These 2 Growth Stocks Could Soar 500% by 2032\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ROKU":"Roku Inc","MELI":"MercadoLibre"},"source_url":"https://www.fool.com/investing/2022/09/06/these-2-growth-stocks-could-soar-500-by-2032/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2265067759","content_text":"The stock market has not been kind to investors this year. The S&P 500 had its worst first half since 1970, and the Nasdaq Composite is currently 28% off its high. But the market has recovered from worse in the past, and there is no reason to believe this situation is any different. Eventually, the next bull market will erase those losses.In the meantime, many beaten-down stocks are brimming with potential, and that creates a buying opportunity for patient investors. For instance, Roku and MercadoLibre could both grow sixfold over the next decade, meaning shareholders could see a 500% return by 2032.Here's why.Roku: The top streaming platform in North AmericaStreaming pioneer Roku struggled in the second quarter as the macroeconomic environment continued to deteriorate. High inflation blunted consumer spending, especially on smart TVs and other discretionary electronics, and many brands cut their ad budgets to compensate for that softness. However, those headwinds are temporary, and the long-term investment thesis is still intact.Roku is the top streaming platform in the U.S., Canada, and Mexico in terms of engagement, and engagement is a critical metric for marketers. As a result, Roku captured nearly 45% of programmatic connected TV (CTV) ad spending in North America in June 2022, while second-place Samsung and third-place Amazon held just 17% and 12% market share, respectively.Roku is working to strengthen that sizable lead with The Roku Channel, an ad-supported streaming service that features free movies, TV shows, and live linear channels dedicated to news and sports. Roku began adding original content to the mix last year, and the reception has been quite positive so far. In the second quarter, The Roku Channel once again ranked among the top five channels on the platform in the U.S.Despite its disappointing performance of late, Roku has still delivered solid financial results over the last three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$905.9 million$3 billion50%Cash from operations (TTM)$39.4 million$73.4 million23%Data source: YCharts. TTM = trailing 12 months. CAGR = compound annual growth rate.Looking ahead, The Roku Channel could be the source of a powerful network effect. As the most popular streaming platform in North America and Mexico, Roku should naturally capture an outsized portion of CTV ad spend in those geographies. That, in turn, should enhance its ability to license and create high-quality content for The Roku Channel, which should result in greater viewer engagement, bringing more ad dollars to its platform.Building on that, CTV ad spend is poised for dramatic growth, both because viewers are moving away from traditional TV and because CTV ads can be targeted more effectively. In fact, CTV ad spend in the U.S. alone could reach $100 billion by 2030, up from $21 billion in 2021, according to BMO Capital Markets.With that in mind, if Roku can deliver revenue growth of 20% per year over the next decade, its market cap could increase sixfold by 2032 (assuming a reasonable price-to-sale ratio of 2.9). That's why investors should consider buying this growth stock today.MercadoLibre: The e-commerce leader in Latin AmericaMercadoLibre is the largest e-commerce marketplace in Latin America, and it ranks as the market leader in each of the major countries in which it operates. It has reinforced that edge with value-added services like logistics, financing, digital advertising, and digital payments. That makes MercadoLibre a one-stop shop for merchants.Its logistics business (Mercado Envíos) and its fintech business (Mercado Pago) have been particularly instrumental in its success. Mercado Envíos handled 91% of shipping volume in the most recent quarter, and nearly 80% of that volume was delivered within 48 hours. That makes for a great consumer experience, and merchants wouldn't be able to achieve that on their own.Additionally, Mercado Pago supports digital payments both on and off the MercadoLibre marketplace, a particularly important role given that many Latin Americans lack access to a bank account and debit card. In the most recent quarter, digital wallet users rose 42% to 21.4 million, and total payment volume skyrocketed 72% to $30.2 billion.Not surprisingly, MercadoLibre has delivered impressive financial results over the past three years.MetricQ2 2019Q2 2022CAGRRevenue (TTM)$1.8 billion$8.8 billion70%Cash from operations (TTM)$289.7 million$1.6 billion78%Data source: YCharts. TTM = trailing-12-months. CAGR = compound annual growth rate.Investors have good reason to believe MercadoLibre can maintain that momentum. The vast majority of its revenue comes from Argentina, Brazil, and Mexico, and all three countries rank among the 10 fastest-growing e-commerce markets in the world. More broadly, Latin America itself has one of the fastest-growing internet penetration rates in the world, and that should drive adoption of online shopping and digital payments in the years ahead.According to Statista, e-commerce sales across all countries in which MercadoLibre operates will grow at 18% per year to reach $260 billion by 2025, and digital payments volume will grow at 15% per year to reach $510 billion by 2027. That leaves plenty of room for growth.On that note, if MercadoLibre can grow revenue at 25% per year over the next decade, its market cap could easily increase sixfold (assuming a reasonable price-to-sales ratio of 3.1) in that time. That's why this growth stock is a smart buy for long-term investors.","news_type":1,"symbols_score_info":{"MELI":0.79,"ROKU":0.9}},"isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071645861,"gmtCreate":1657527973353,"gmtModify":1676536020541,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071645861","repostId":"1103442229","repostType":4,"repost":{"id":"1103442229","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1657527704,"share":"https://ttm.financial/m/news/1103442229?lang=en_US&edition=fundamental","pubTime":"2022-07-11 16:21","market":"us","language":"en","title":"Crypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000","url":"https://stock-news.laohu8.com/highlight/detail?id=1103442229","media":"Tiger Newspress","summary":"Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.The token is mo","content":"<html><head></head><body><p>Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.<img src=\"https://static.tigerbbs.com/bcea213b770f21dd0b5a1133378fe845\" tg-width=\"262\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><p>The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.</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>Crypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000</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\">\nCrypto Stocks Dipped in Premarket Trading After the Survey Found Bitcoin Was More Likely to Hit $10,000 Than $30,000\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-07-11 16:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.<img src=\"https://static.tigerbbs.com/bcea213b770f21dd0b5a1133378fe845\" tg-width=\"262\" tg-height=\"229\" width=\"100%\" height=\"auto\"/></p><p>The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CAN":"嘉楠科技","MARA":"MARA Holdings"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103442229","content_text":"Crypto stocks dipped in premarket trading, with Marathon and Canaan crashing over 6%.The token is more likely to tumble to $10,000, cutting its value roughly in half, than it is to rally back to $30,000, according to 60% of the 950 investors who responded to the latest MLIV Pulse survey. Forty percent saw it going the other way. Bitcoin fell 2.8% to $20,390 on Monday morning in London.","news_type":1,"symbols_score_info":{"CAN":0.9,"MARA":0.9}},"isVote":1,"tweetType":1,"viewCount":2985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9938373149,"gmtCreate":1662566127581,"gmtModify":1676537089820,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"[smile]&nbsp;","listText":"[smile]&nbsp;","text":"[smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9938373149","repostId":"1122642943","repostType":4,"repost":{"id":"1122642943","kind":"news","pubTimestamp":1662564191,"share":"https://ttm.financial/m/news/1122642943?lang=en_US&edition=fundamental","pubTime":"2022-09-07 23:23","market":"other","language":"en","title":"QQQ: The Nasdaq 100 Declines May Have Only Just Begun","url":"https://stock-news.laohu8.com/highlight/detail?id=1122642943","media":"Seeking Alpha","summary":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQ","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Rates are rising to new cycle highs.</li><li>The dollar is rising to new cycle lows.</li><li>Which means the QQQ ETF may soon be sinking to a new low.</li></ul><p>The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that&#39;s primarily due to the higher prices and the adverse effects on the calculations.</p><p>Today&#39;s ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.</p><p>The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/198e0d8d97f0800506eb68746835126c\" tg-width=\"640\" tg-height=\"248\" referrerpolicy=\"no-referrer\"/><span>Bloomberg</span></p><p>With the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.</p><p><img src=\"https://static.tigerbbs.com/029431c387b60a5b4266b7aa5ed56a7d\" tg-width=\"640\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>The QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.</p><p><b>Real Rates vs. Earnings Yield</b></p><p>One way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.</p><p><img src=\"https://static.tigerbbs.com/f076c50f0c153254520cd2467c4115d1\" tg-width=\"640\" tg-height=\"299\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It&#39;s remarkable because the falling Nasdaq hasn&#39;t kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn&#39;t have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.</p><p><b>A Return To The Norms</b></p><p>Over the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.</p><p><img src=\"https://static.tigerbbs.com/e289a55e485170e51b0f7c556a13ef45\" tg-width=\"640\" tg-height=\"246\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It doesn&#39;t sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.</p><p><img src=\"https://static.tigerbbs.com/1a0e5954648e29542bc02f5cf5e8f676\" tg-width=\"640\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>It would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 2022.</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>QQQ: The Nasdaq 100 Declines May Have Only Just Begun</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\">\nQQQ: The Nasdaq 100 Declines May Have Only Just Begun\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-07 23:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has ...</p>\n\n<a href=\"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF"},"source_url":"https://seekingalpha.com/article/4539196-qqq-nasdaq-100-declines-have-only-just-begun","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122642943","content_text":"SummaryRates are rising to new cycle highs.The dollar is rising to new cycle lows.Which means the QQQ ETF may soon be sinking to a new low.The economic data of the last couple of trading sessions has confirmed no recession here in the US. Has growth slowed? Sure, but slowing growth is not the same as a recession. Yes, we have had two quarters of negative GDP, but that's primarily due to the higher prices and the adverse effects on the calculations.Today's ISM service data was solid and suggested the US economy is growing at a healthy2.5% annualized rate. This growth seems very strong, especially given the high prices in the economy and the aggressive tightening of financial conditions.The strong data is sending yields and the dollar sharply higher. The dollar index is now at its highest point since June 2002, while the 30-yr yield is on the cusp of surpassing its November 2018 and June 2022 highs of around 3.5%. On top of that real rates are also surging, with the 5-yr TIP and 10-yr TIP Rates trading at their cycle highs.BloombergWith the dollar and rates trading at or near cycles, one would expect equities prices, particularly the Nasdaq 100 ETF (NASDAQ:QQQ), to be trading at new cycle lows. After all, that has been the pattern of 2022, as the TIP ETF has continued to pave the way for the Nasdaq 100 for more than five years.BloombergThe QQQ has not revisited its lows of approximately $270 witnessed on June 16, remaining roughly 10% higher, which would suggest that the QQQ is overvalued versus the iShares TIPS BOND ETF (TIP) and could see further losses in the near term. The higher yields rise, the lower the TIP ETF sinks, and the greater the downside risk for the QQQ ETF.Real Rates vs. Earnings YieldOne way to check against this is to look at the spread between the Nasdaq 100 earnings yield and the current 10-Yr TIP Rate. Currently, that spread is 3.6%, and despite the Nasdaq 100 trading more than 25% off its November 2021 intraday highs, the index is more expensive today versus the 10-yr real yield than at any other point since 2010.BloombergIt's remarkable because the falling Nasdaq hasn't kept pace with the rising 10-Yr real yield. If the Nasdaq had been keeping pace, the spread with the 10-yr real rate wouldn't have sunk so low. This can only suggest two things: 1) real yields are too high, or 2) the Nasdaq has much further to fall. Given the path the Fed is taking, the general trend in rates, and the dollar, it seems hard to argue that TIP rates are too high.A Return To The NormsOver the past five years, the average spread between the NASDAQ earnings yield and the 10-yr TIP rate has been around 4.25% and within a one standard deviation range of 3.95% to 4.50%. Assuming the 10-Yr TIP trades sideways for the next couple of weeks and remains at 85 bps, the earnings yield of the Nasdaq 100 would need to rise to 4.80% from its current 4.45% or roughly 35 bps for the spread to return to 3.95%. For the spread to rise back to the average of 4.25%, the earnings yield would need to rise to 5.1%, or by nearly 65 bps.BloombergIt doesn't sound like much, but an earnings yield of 4.80% is equivalent to a PE ratio of 20.8 versus the current PE ratio of 22.5. That would amount to a decline in the Nasdaq of about 7%. Meanwhile, a 5.1% earnings yield on the Nasdaq 100 equals a PE ratio of 19.6 or a decrease of about 13%. This would amount to the QQQ dropping in a range of 7% to 13% or between $255 to $273.BloombergIt would confirm what the TIP ETF is suggesting, that the QQQ ETF should be making lows as the TIP makes new lows. Because at the end of the day, higher rates, a strong dollar, and tighter financial conditions will continue to be bad news for stocks as they have been for all of 2022.","news_type":1,"symbols_score_info":{"QQQ":0.9}},"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837459822,"gmtCreate":1629907119066,"gmtModify":1676530170153,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837459822","repostId":"1148011558","repostType":4,"repost":{"id":"1148011558","kind":"news","pubTimestamp":1629902594,"share":"https://ttm.financial/m/news/1148011558?lang=en_US&edition=fundamental","pubTime":"2021-08-25 22:43","market":"us","language":"en","title":"CrowdStrike: Not Just Any Cybersecurity Company","url":"https://stock-news.laohu8.com/highlight/detail?id=1148011558","media":"Seeking Alpha","summary":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and m","content":"<p><b>Summary</b></p>\n<ul>\n <li>Cybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.</li>\n <li>CrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.</li>\n <li>CrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.</li>\n <li>CrowdStrike is expensive, but investors can profit if they maintain a long-term view.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c6aec1f150eb5e8ada2bd309de812f8\" tg-width=\"768\" tg-height=\"480\" width=\"100%\" height=\"auto\"><span>mdegrood/iStock via Getty Images</span></p>\n<p>One of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.</p>\n<p>Cybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.</p>\n<p>Here is a list of the largest hacks of 2021 (with sources):</p>\n<ol>\n <li>Kia Motors- Hacked with Ransomware - Demand ~$20m</li>\n <li>CD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -&gt; High</li>\n <li>AXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen</li>\n <li>JBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.</li>\n</ol>\n<p>These are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70cbf321b3334784058a05e70fefbd8c\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"><span>Chart by author, Data fromStatista</span></p>\n<p>Monetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.</p>\n<p>According to&nbsp;Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.</p>\n<p><b>Thesis</b></p>\n<p>CrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.</p>\n<p>CrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.</p>\n<p>I'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.</p>\n<p>CrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.</p>\n<p><b>How does CrowdStrike work?</b></p>\n<p>When investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.</p>\n<p>First, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.</p>\n<p>An IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.</p>\n<p>That's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.</p>\n<p>IoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.</p>\n<p>There are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b00527a719e98d68b0657b9b2cea0901\" tg-width=\"612\" tg-height=\"184\" width=\"100%\" height=\"auto\"><span>IoC vs. IoA - reactive vs. proactive - Source:CrowdStrike</span></p>\n<p>Any virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.</p>\n<p>CrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4d02bc55a2843c84cde9d9797acd2c3\" tg-width=\"640\" tg-height=\"399\" width=\"100%\" height=\"auto\"><span>CrowdStrike Falcon in Action malware prevention based on behavior.YouTube</span></p>\n<p>The host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.</p>\n<p>That's the distinguishing factor for CrowdStrike.</p>\n<p>CrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.</p>\n<p><img src=\"https://static.tigerbbs.com/0977994bb6cc4510cdb52337742c9734\" tg-width=\"1280\" tg-height=\"1024\" width=\"100%\" height=\"auto\"></p>\n<p>CrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.</p>\n<p>Based on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a&nbsp;$1 million warranty&nbsp;if a breach happens.</p>\n<p><b>Competition</b></p>\n<p>CrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/319e77e2cb361294371b4ff4d5074b91\" tg-width=\"570\" tg-height=\"592\" width=\"100%\" height=\"auto\"><span>Source:Gartner Magic Quadrant for Endpoint Protection Platforms</span></p>\n<p>In terms of EPP, CrowdStrike is pretty much in a league of itself.</p>\n<p>The only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.</p>\n<p>Other EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.</p>\n<p>SentinelOne is one of CrowdStrike's closest competitors and&nbsp;boasts a much better&nbsp;technology than CrowdStrike. This is two-sided as CrowdStrike&nbsp;pushes back against SentinelOne, calling them 'outdated.'</p>\n<p>SentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.</p>\n<p>Nevertheless, the difference between the platforms is small.</p>\n<p>CrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).</p>\n<p>IT personnel deciding on either one of these AVs wouldn't harm their company.</p>\n<p><b>Valuation</b></p>\n<p>CrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like&nbsp;KLAC,SWKS, or&nbsp;QRVO.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66028ec453a5dbfa0d874e98df65d499\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>CrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e7a3f611dd2ebdec4bf08cf2aefd4ab\" tg-width=\"589\" tg-height=\"364\" width=\"100%\" height=\"auto\"><span>Chart by author, Data from CrowdStrike Quarterly reports</span></p>\n<p>The scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfd887db2b9e38910791e999d8696429\" tg-width=\"640\" tg-height=\"324\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>That means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.</p>\n<p>CrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/438ec1c32df8f3239a04a5f93775dc19\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: CrowdStrike Corporate OverviewPresentation</span></p>\n<p>I find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).</p>\n<p>Gartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2266da9e98fa9f2ed6c1f19135b2ebc\" tg-width=\"775\" tg-height=\"620\" width=\"100%\" height=\"auto\"><span>Gartner ForecastWorldwide Security</span></p>\n<p>CrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.</p>\n<p>More and more companies switch towards IoA next-gen antivirus companies.</p>\n<p>CrowdStrike is the top choice among its competitors.</p>\n<p><b>Is the valuation justified?</b></p>\n<p>Comparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.</p>\n<p>CrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.</p>\n<p>SentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.</p>\n<p>CrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.</p>\n<p><b>Investor's Takeaway</b></p>\n<p>CrowdStrike is not just any antivirus company in a crowded cybersecurity market. It's<i>the</i>cybersecurity company in the market.</p>\n<p>CrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.</p>\n<p>CrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.</p>\n<p>On the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.</p>\n<p>Many sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.</p>\n<p>One of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.</p>\n<p>BCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.</p>\n<p>CrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>CrowdStrike: Not Just Any Cybersecurity Company</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\">\nCrowdStrike: Not Just Any Cybersecurity Company\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 22:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers...</p>\n\n<a href=\"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc."},"source_url":"https://seekingalpha.com/article/4451592-crowdstrike-not-just-any-cybersecurity","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148011558","content_text":"Summary\n\nCybersecurity is one of the most important aspects in the digital world, gaining more and more significance with weekly new breaches.\nCrowdStrike says goodbye to reactive antivirus and offers only a pro-active Indicator of Attack Solution. I explain in detail what this means.\nCrowdStrike is the most mature new-gen cybersecurity company leaving its competition far behind in maturity and reputation in the new-age world.\nCrowdStrike is expensive, but investors can profit if they maintain a long-term view.\n\nmdegrood/iStock via Getty Images\nOne of my readers asked me to take a deeper look into CrowdStrike (CRWD), and luckily I've been reading a lot about them lately.\nCybersecurity is one if not the most important aspects for IT departments these days. Every month or even week, we hear stories about hackers infecting companies.\nHere is a list of the largest hacks of 2021 (with sources):\n\nKia Motors- Hacked with Ransomware - Demand ~$20m\nCD Project- Hacked with Ransomware - Refuse to pay the ransom - financial damage due to workers inability to access internal documents and resources -> High\nAXA- Hacked with Ransomware (after stopping to reimburse clients for ransomware attacks :D) - 3TB of data Stolen\nJBS Foods- Hacked with Ransomware - Hacker group REvil - JBS paid $11m in Bitcoin - Largest paid ransom to that date. Shutdown damage not included.\n\nThese are just a few of the hacks that happened in 2021. The list for 2021 is long and ongoing. YoY growth in monetary damage, meaning the amount of money paid by companies and individuals to receive access to their data, is extremely high.\nChart by author, Data fromStatista\nMonetary damage doesn't include the economic damage by not having access to data or data being leaked to other countries or competitors.\nAccording to Cybersecurity Ventures, cybercrime is expected to induce $6 trillion in damage annually by 2021. There is a huge monetary incentive for hackers globally to continue with their ransom and malware attacks. The risk-reward balance tilts strongly towards the reward side for hackers.\nThesis\nCrowdStrike provides security measures to stop a virus before initiating the processes required to infect the host computer and network.\nCrowdStrike's total addressable market - TAM - is expanding YoY with new product offerings, new breaches and hacks, home office expansion, IoT, and much more.\nI'm bullish on CrowdStrike over the next 5 years as its next-generation antivirus (NGAV) technology is an effective way to stop viruses from breaching networks and companies' IT infrastructures. CrowdStrike has the first-mover advantage, a mature platform, and an excellent and strong reputation throughout the industry.\nCrowdStrike is cloud-native, which means that it is scalable, adaptable, and gains through a network effect. Each new node and potential breach within a node helps strengthen the network by sharing information about the virus, strengthening its first-mover advantage in the market.\nHow does CrowdStrike work?\nWhen investing in a high-growth company, I make sure to understand how its offerings differentiate from existing technologies within the industry and why they solve their customers' problems better than their competitors.\nFirst, we must understand the difference between the Indicator of Compromise - IoC - and the Indicator of Attack - IoA.\nAn IoC is a post-infection indicator. That means that after a virus has been installed, the antivirus program scans files and documents for known virus signatures (like we do with the PCR tests and Covid-19) and then quarantines the files and deletes them.\nThat's not what CrowdStrike specializes in.CrowdStrike focuses on IoA.\nIoA scans for suspicious processes that are started in the background by malicious files. Let's understand what this means.\nThere are many types of viruses - malware, ransomware, phishing, spear-phishing... There are also endless versions of these viruses. An antivirus program will have a hard time finding each new iteration because manipulating the virus in some sort changes the file's hash (signature of the virus), making it impossible for IoCs to find the virus. But all viruses have things in common.\nIoC vs. IoA - reactive vs. proactive - Source:CrowdStrike\nAny virus must execute processes, which results in patterns. The virus can change its face, color, size, but it must execute and run code in some distinguishable way. For example, many viruses alter Window registry keys, create new users, or start encryption processes on the host.\nCrowdStrike stops the virus in its tracks. Below is an example of how the Falcon Sensor executes.\nCrowdStrike Falcon in Action malware prevention based on behavior.YouTube\nThe host, in this case, a virtual machine - VM - by CrowdStrike. The user clicked on a malicious file, and the virus begins to \"install\" itself. The Falcon sensor detects if something in the background is initiating processes that indicate suspicious activity and stops those processes from executing.\nThat's the distinguishing factor for CrowdStrike.\nCrowdStrike's EPP is cloud-native and gains from the network effect. The more nodes connect to its platform, the more secure it becomes by training the AI model with process signatures of new viruses.\n\nCrowdStrike combines AI with its Indicator of Attack approach and scales it up in its cloud. The cloud helps train the virus-threat model from endless endpoints.\nBased on statements from CrowdStrike, none of its customers has yet experienced a breach while using its sensors, and CrowdStrike is confident enough in its NGAV that it provides a $1 million warranty if a breach happens.\nCompetition\nCrowdStrike's largest market is the endpoint protection platform - EPP. Within this segment, CrowdStrike is competing with many companies like Microsoft (MSFT), Trend Micro(OTCPK:TMICF)(OTCPK:TMICY), SentinelOne(NYSE:S), or McAfee(NASDAQ:MCFE).\nSource:Gartner Magic Quadrant for Endpoint Protection Platforms\nIn terms of EPP, CrowdStrike is pretty much in a league of itself.\nThe only negative 'real' negative with CrowdStrike is that they are very secretive about their detection logic. There is no way for IT personnel to look into the Falcon sensor and the logic behind it.\nOther EPPs like TrendMicro or SentinelOne score highly in the quadrant but lack against CrowdStrike in scale and maturity.\nSentinelOne is one of CrowdStrike's closest competitors and boasts a much better technology than CrowdStrike. This is two-sided as CrowdStrike pushes back against SentinelOne, calling them 'outdated.'\nSentinelOne is focused on a completely AI-driven security approach. Removing the human aspect from resolving breaches to a larger extent than CrowdStrike.\nNevertheless, the difference between the platforms is small.\nCrowdStrike is more mature than SentinelOne, and its offerings are more scalable SentinelOne's. CrowdStrike's platform is easier to use, deploy, and has a solid reputation (source1,source2,source3).\nIT personnel deciding on either one of these AVs wouldn't harm their company.\nValuation\nCrowdStrike is expensive, no question about it. It's definitely not the value investment I usually cover, like KLAC,SWKS, or QRVO.\nData by YCharts\nCrowdStrike is trading at a 53 price to sales ratio and a forward EV to sales of 38. CrowdStrike is a fast-growing company in an expanding market.\nChart by author, Data from CrowdStrike Quarterly reports\nThe scale and maturity of CrowdStrike are clearly visible as it's the first choice among the largest companies in the world. That translates into revenue growth and customer retention rates above 100%.\nSource: CrowdStrike Corporate OverviewPresentation\nThat means that CrowdStrike is not only acquiring more customers but that existing customers pay more for more of CrowdStrike's services. That's a really, really good situation for an as-a-Service company.\nCrowdStrike's TAM is expanding YoY from multiple sources like Cloud, IoT, home office.\nSource: CrowdStrike Corporate OverviewPresentation\nI find CrowdStrike's own TAM projections rather conservative. Believing the statements from large research companies like Gartner or IDC, cybersecurity expenditures of companies are likely to increase significantly (source1,source2,source).\nGartner estimates the size of the cybersecurity market to be $150bn in 2021 with a 12.4% CAGR over the next 5 years. The breakdown is below.\nGartner ForecastWorldwide Security\nCrowdStrike is not only profiting from an expanding market, but it's also pulling customers from competitors within the antivirus market.\nMore and more companies switch towards IoA next-gen antivirus companies.\nCrowdStrike is the top choice among its competitors.\nIs the valuation justified?\nComparing CrowdStrike with other high-growth IT companies like SentinelOne, Cloudflare (NET), or ZScaler (ZS), we find CrowdStrike between those. CrowdStrike's Gross Margin is 74%, just below ZS's 77.5% and NET's 76.78%, and well above Sentinel's 55%.\nCrowdStrike has strong pricing power, which translates into the best GAAP net margins. CrowdStrike is the only company that operates profitably when looking at its non-GAAP numbers.\nSentinelOne has to push its prices down to remain competitive and balance the immaturity of its platform.\nCrowdStrike has the largest market cap with $53bn and boasts a sales growth of 77% against ZS's and NET's 54% and 52%. SentinelOne has a higher sales growth rate of 100% but only 1/10th of CrowdStrike's revenue.\nInvestor's Takeaway\nCrowdStrike is not just any antivirus company in a crowded cybersecurity market. It'sthecybersecurity company in the market.\nCrowdStrike built a strong reputation with excellent reviews among IT experts, calling it the top-choice in cybersecurity. Gartner positions CrowdStrike above any other EPP in its magic quadrant.\nCrowdStrike is definitely not a value-play and requires conviction to buy and hold at these prices for the next 3-5 years.\nOn the other hand, it wouldn't surprise me a bit if CrowdStrike can double, triple, or even quadruple its revenue over the next 3-5 years. As it's very common for high-growth companies, the share price is largely determined by the companies' sales growth in these early stages.\nMany sources are depicting a high correlation between sales growth and share price increase.Aswath Damodarandiscussed this topic in detail for Amazon in 2000 in thispaper.\nOne of my Seeking Alpha colleagues,From Growth To Value, discussed this topic in his latest article aboutFiverr, including this chart.\nBCG showed that valuation correlates the strongest with revenue growth in the long term, especially for high-growth companies.\nCrowdStrike will likely experience a multiples contraction, but its revenue expansion will more than outperform that contraction, providing investors with a return on their investment.","news_type":1,"symbols_score_info":{"CRWD":0.9}},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127564546,"gmtCreate":1624857456985,"gmtModify":1703846357645,"author":{"id":"3561324941812646","authorId":"3561324941812646","name":"AshLim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561324941812646","idStr":"3561324941812646"},"themes":[],"htmlText":"Good article","listText":"Good article","text":"Good article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127564546","repostId":"2146200677","repostType":4,"isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}