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2022-10-18
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Netflix, Goldman Sachs, Johnson & Johnson, Lockheed Martin, fuboTV And More: U.S. Stocks To Watch
JemLIm
2022-10-18
$S&P 500(.SPX)$
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JemLIm
2022-10-17
Yes
Morgan Stanley’s Wilson Says US Stocks Can Rally in Short Term
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2022-10-17
$S&P 500(.SPX)$
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2022-10-16
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Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?
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2022-10-16
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2022-10-14
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Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money
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2022-10-14
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ccool
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2022-10-13
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2022-10-11
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Coinbase, AZZ, Leggett, VOXX And More: U.S. Stocks To Watch
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2022-10-11
$S&P 500(.SPX)$
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2022-10-10
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2022-10-10
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2022-10-09
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2022-10-09
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2022-10-08
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2022-10-07
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Apple: Why I Bought More At $140
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2022-10-07
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2022-10-06
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2022-10-05
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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>Netflix, Goldman Sachs, Johnson & Johnson, Lockheed Martin, fuboTV And More: U.S. Stocks To Watch</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; 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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\">\nNetflix, Goldman Sachs, Johnson & Johnson, Lockheed Martin, fuboTV And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 16:42 GMT+8 <a href=https://www.benzinga.com/news/earnings/22/10/29300220/goldman-sachs-johnson-johnson-and-3-stocks-to-watch-heading-into-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Johnson & Johnson to report quarterly earnings at...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29300220/goldman-sachs-johnson-johnson-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LMT":"洛克希德马丁","NFLX":"奈飞","JNJ":"强生","FUBO":"fuboTV Inc.","GS":"高盛"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29300220/goldman-sachs-johnson-johnson-and-3-stocks-to-watch-heading-into-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179209854","content_text":"With US stock futures trading higher this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Johnson & Johnson to report quarterly earnings at $2.52 per share on revenue of $23.47 billion before the opening bell.Analysts are expecting The Goldman Sachs Group, Inc. to have earned $7.71 per share on revenue of $11.43 billion for the latest quarter. The company will release earnings before the markets open.fuboTV Inc. issued preliminary Q3 North America revenue results above previous guidance. The company also reported a 27% increase in North America paid subscribers and ceased the operation of Fubo Sportsbook.Before the opening bell, Lockheed Martin Corporation is projected to post quarterly earnings at $6.68 per share on revenue of $16.64 billion.Analysts expect Netflix, Inc. to post quarterly earnings at $2.13 per share on revenue of $7.84 billion after the closing bell.","news_type":1,"symbols_score_info":{"JNJ":0.9,"NFLX":0.9,"GS":0.9,"FUBO":0.9,"LMT":0.9}},"isVote":1,"tweetType":1,"viewCount":3113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989723428,"gmtCreate":1666091290464,"gmtModify":1676537704614,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>sstobks","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>sstobks","text":"$S&P 500(.SPX)$sstobks","images":[{"img":"https://community-static.tradeup.com/news/aa04a6b8c4410afa27fb9b74106e0071","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989723428","isVote":1,"tweetType":1,"viewCount":2379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989674433,"gmtCreate":1666005740623,"gmtModify":1676537690890,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989674433","repostId":"1117354220","repostType":4,"repost":{"id":"1117354220","kind":"news","pubTimestamp":1665994734,"share":"https://ttm.financial/m/news/1117354220?lang=&edition=fundamental","pubTime":"2022-10-17 16:18","market":"us","language":"en","title":"Morgan Stanley’s Wilson Says US Stocks Can Rally in Short Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1117354220","media":"Bloomberg","summary":"Strategist sees strong technical support for the S&P 500 IndexEarnings capitulation, recession to tr","content":"<div>\n<p>Strategist sees strong technical support for the S&P 500 IndexEarnings capitulation, recession to trigger new declines: MSMorgan Stanley’s long-time equities bear says US stocks are ripe for a short-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-17/morgan-stanley-s-wilson-says-us-stocks-can-rally-in-short-term\">Web Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley’s Wilson Says US Stocks Can Rally in Short Term</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\">\nMorgan Stanley’s Wilson Says US Stocks Can Rally in Short Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-17 16:18 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-10-17/morgan-stanley-s-wilson-says-us-stocks-can-rally-in-short-term><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Strategist sees strong technical support for the S&P 500 IndexEarnings capitulation, recession to trigger new declines: MSMorgan Stanley’s long-time equities bear says US stocks are ripe for a short-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-10-17/morgan-stanley-s-wilson-says-us-stocks-can-rally-in-short-term\">Web Link</a>\n\n</div>\n\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":"https://www.bloomberg.com/news/articles/2022-10-17/morgan-stanley-s-wilson-says-us-stocks-can-rally-in-short-term","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117354220","content_text":"Strategist sees strong technical support for the S&P 500 IndexEarnings capitulation, recession to trigger new declines: MSMorgan Stanley’s long-time equities bear says US stocks are ripe for a short-term rally in the absence of an earnings capitulation or an official recession.A 25% slump in the S&P 500 this year has left it testing a “serious floor of support” at its 200-week moving average, which could lead to a technical recovery, strategist Michael J. Wilson wrote in a note on Monday.Wilson -- one of Wall Street’s most prominent bearish voices, who correctly predicted this year’s slump -- said he “would not rule out” the S&P 500 rising to about 4,150 points -- suggesting 16% upside from its latest close. “While that seems like an awfully big move, it would be in line with bear market rallies this year and prior ones,” he said, while retaining his overall negative long-term stance on equities.US equities have been hammered in 2022, with the S&P 500 set for its biggest annual decline since the global financial crisis, as investors fear that historic inflation combined with a hawkish Federal Reserve and slowing growth would tip the economy into a recession.A rise in core consumer prices to a 40-year high last month has cemented bets of another aggressive Fed rate hike in November, but Wilson said he believes inflation has now peaked and “could fall rapidly next year.” Still, the strategist said he expects “an acute and material earnings deceleration” over the next 12 months.Wilson also warned that although it usually takes a “full-blown recession” for the S&P 500 to fall below the key 200-week moving average, if the index fails to hold that level this time around, the rally may not materialize at all. Instead, the benchmark could slump to 3,400 points or lower -- at least 5% below its Friday close, he said. Ultimately, he sees the bear market bottoming around 3,000-3,200 points.Goldman Sachs Group Inc. strategists, meanwhile, said the S&P 500 remains expensive versus history and accounting for interest rates. Yet they see attractive opportunities in stocks linked to quicker cash flow generation, value, profitable growth, cyclicals and small caps, the strategists including David J. Kostin wrote in a note dated Oct. 14.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989674806,"gmtCreate":1666005683105,"gmtModify":1676537690882,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 500(.SPX)$ccool","images":[{"img":"https://community-static.tradeup.com/news/49b5ae9cd507856150f365d04fd7d31d","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989674806","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9989322680,"gmtCreate":1665916908540,"gmtModify":1676537679187,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9989322680","repostId":"2275956132","repostType":4,"repost":{"id":"2275956132","kind":"highlight","pubTimestamp":1665880140,"share":"https://ttm.financial/m/news/2275956132?lang=&edition=fundamental","pubTime":"2022-10-16 08:29","market":"us","language":"en","title":"Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?","url":"https://stock-news.laohu8.com/highlight/detail?id=2275956132","media":"MarketWatch","summary":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?","content":"<html><head></head><body><p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01e54dbc03597e8afcf8969752bb25b4\" tg-width=\"700\" tg-height=\"438\" width=\"100%\" height=\"auto\"/><span>Tesla is due to report results for its third quarter on Oct. 19. TESLA</span></p><p>Tesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?</p><p>The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.</p><p>Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”</p><p>Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.</p><p>While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.</p><p>“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”</p><p>Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.</p><p>Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.</p><p>“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.</p><p>“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”</p><p>Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.</p><p>Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.</p><p>“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”</p><p>UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.</p><p>“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.</p><p>Tesla is due to post its third-quarter results Oct. 19 after the closing bell.</p><h2>What to expect</h2><p><b>Revenue:</b> Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.</p><p>According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.</p><p><b>Earnings:</b> The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.</p><p><b>Stock movement:</b> Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.</p><p>Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.</p><p>Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.</p><h2>What else to watch for</h2><p>Production-related commentary will be worth monitoring given all the moving parts at Tesla.</p><p>“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”</p><p>Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.</p><p>“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”</p><p>As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.</p><p>“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?</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; 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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\">\nTesla Earnings Are Coming, but Do Record Deliveries Mask a Demand Problem?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-16 08:29 GMT+8 <a href=https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/tesla-earnings-are-coming-but-do-record-deliveries-mask-a-demand-problem-11665767452?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2275956132","content_text":"Analysts will be particularly concerned about demand trends in China when Tesla reports earnings Oct. 19Tesla is due to report results for its third quarter on Oct. 19. TESLATesla Inc.’s record deliveries in the third quarter weren’t enough to satisfy Wall Street. Will the company’s full explanation play any better?The electric-car company posts production and delivery numbers ahead of its formal earnings report, giving investors weeks to extrapolate trends based on limited information. This time, debate has focused on the short bit of commentary that Tesla provided as it posted 343,830 deliveries for the third quarter, below the 371,000 that analysts tracked by FactSet had been expecting, and also below the 365,923 vehicles that the company said it produced in the period.Tesla explained in a press release that delivery volumes have been heavily weighted to the end of quarters “due to regional batch building of cars,” but that as production volumes have increased, it’s become “increasingly challenging to secure vehicle transportation capacity and at a reasonable cost during these peak logistics weeks.” The company has moved to “a more even regional mix of vehicle builds each week, which led to an increase in cars in transit at the end of the quarter.”Tesla’s stock fell 8.6% in the first trading session after the deliveries were announced.While Tesla seemed to peg its problems to delivery logistics, some analysts weren’t sure that was the only challenge facing the Elon Musk-led company these days.“A top concern right now is demand in China as wait times seem to be shrinking,” wrote RBC Capital Markets analyst Joseph Spak. The question is whether the wait-time issue is a “blip” or indicative of “a bigger change among consumers.”Spak added that there is “some overall concern about demand (not just China)” headed into Tesla’s report.Guggenheim’s Ali Faghri also wrote of potential demand issues in China, even though he thought the U.S. outlook remained strong.“Our conclusion is that the sharp moderation in China wait times is at least partially attributable to weaker demand amid increasing competition from lower priced domestic OEMs [original equipment manufacturers],” he said in a note to clients.“While wait times in the U.S. and Europe remain healthy, we see potential similarities between Europe and China (macro pressures, increasing competition, ramping supply),” he continued. “Overall, we see risk that TSLA is reaching demand saturation in its most important market globally (China, with tail risk in Europe).”Such a dynamic could weigh on the company’s ability to hit its delivery goals and “potentially pressure the stock’s premium valuation as the story shifts from supply-constrained (high multiple) to demand-constrained (lower multiple),” Faghri added.Wells Fargo analyst Colin Langan highlighted a number of puts and takes in thinking about broader demand for Tesla vehicles heading into next year.“While IRA [the Inflation Recovery Act] will help in 2023, the economy and interest rates likely will not, particularly in Europe where an energy crisis looms,” he wrote. “If consumers are watching costs, a $60K vehicle purchase could get deferred.”UBS analyst Patrick Hummel also chimed in that “[t]he debate about EVs has shifted to the demand side, after delivery times have come down significantly,” but he saw opportunity for Tesla in that dynamic.“We think Tesla is best positioned to use pricing as the tool to fill its factories,” he wrote, noting that price reductions could help Tesla gain share over electric-vehicle companies and further compete against sellers of gas-powered cars.Tesla is due to post its third-quarter results Oct. 19 after the closing bell.What to expectRevenue: Analysts expect Tesla to report $22.14 billion in revenue, up from $13.76 billion a year prior.According to Estimize, which crowdsources projections from hedge funds, academics, and others, the average estimate calls for $22.63 billion in revenue.Earnings: The FactSet consensus calls for $1.01 a share in September-quarter adjusted earnings, up from 62 cents a share in the year-prior quarter. Those polled by Estimize are looking for $1.13 in adjusted earnings per share on average.Stock movement: Tesla shares have gained following three of the company’s last five earnings reports. They logged a 9.8% rally in the session following the company’s most recent report.Tesla’s stock is off 37% so far this year, as the S&P 500 has fallen 23%.Of the 42 analysts tracked by FactSet who cover Tesla’s stock, 27 have buy ratings, 11 have hold ratings, and four have sell ratings, with an average price target of $305.58.What else to watch forProduction-related commentary will be worth monitoring given all the moving parts at Tesla.“While management cited logistics issues that slowed end-of-quarter deliveries, we think this reflects the challenges ramping up production at its two new factories as well as restarting the Shanghai plant after the COVID-19 lockdowns during the second quarter,” wrote Morningstar analyst Seth Goldstein, though he saw “no long-term issues that would affect production.”Oppenheimer’s Colin Rusch was similarly interested in a capacity rundown.“We are expecting a substantial update on rate of TSLA’s capacity ramp in incremental capacity in Shanghai along with its Berlin and Austin facilities on the company’s earnings call,” he wrote. “With production underway in Berlin and Austin, we expect investors to be focused on the pace of ramp in the face of supply chain headwinds.”As always, investors will be watching for any forward-looking commentary around deliveries or demand trends more generally.“We believe TSLA will come out and reiterate their goal of around 50% growth,” RBC’s Spak wrote. “However, we do see some potential risk to 4Q22 deliveries in the U.S. as a subset of consumers may choose to delay delivery until 2023 to take advantage of IRA EV tax credits,” referring to electric vehicle credits from the Inflation Recovery Act.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9989322849,"gmtCreate":1665916883781,"gmtModify":1676537679187,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ffckkk","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ffckkk","text":"$S&P 500(.SPX)$ffckkk","images":[{"img":"https://community-static.tradeup.com/news/c24bfa43ca5c281bdcf158a03e62d33a","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989322849","isVote":1,"tweetType":1,"viewCount":2742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980221914,"gmtCreate":1665748545638,"gmtModify":1676537659322,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980221914","repostId":"1140902779","repostType":4,"repost":{"id":"1140902779","kind":"news","pubTimestamp":1665761013,"share":"https://ttm.financial/m/news/1140902779?lang=&edition=fundamental","pubTime":"2022-10-14 23:23","market":"us","language":"en","title":"Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money","url":"https://stock-news.laohu8.com/highlight/detail?id=1140902779","media":"TipRanks","summary":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range.","content":"<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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>Inflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money</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; 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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\">\nInflation at 8.2%: 2 Strong Buy Dividend Stocks to Protect Your Money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 23:23 GMT+8 <a href=https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range....</p>\n\n<a href=\"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINE":"Alpine Income Property Trust, Inc.","CTO":"CTO Realty Growth, Inc."},"source_url":"https://www.tipranks.com/news/article/inflation-at-8-2-2-strong-buy-dividend-stocks-to-protect-your-money","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140902779","content_text":"Last month, the Federal Reserve implemented its fifth straight interest rate hike this year, and its third consecutive hike at 75 basis points, bringing its key funds rate up to the 3% to 3.25% range. The move showed that the central bank is deadly serious about taking on the stubbornly high inflation that has been plaguing the economy since the middle of 2021.The Fed’s turn toward an aggressive anti-inflationary policy may not be hard enough, however, as the September data, released this morning, showed the headline consumer price index (CPI) at an annualized rate of 8.2%, slightly lower than August’s 8.3%, but slightly higher than the 8.1% which had been forecast. There’s no good news here, and we should expect the Fed to take further aggressive rate hiking action at the next FOMC meeting on November 1 and 2.After the data release, the 2-year Treasury bond yield jumped by 16 basis points and hit 4.45%, and the 10-year note once again moved above 4%. These moves portend a shift by investors from stocks toward bonds, to lock in higher yields.For investors still intent on sticking with stocks, the logical move is find a defensive play that will provide some protection against inflation. Dividend stocks, especially the high-yield payers, are the ‘standard’ move in the defensive playbook, and we’ve used the TipRanks data to look up two that offer yields high enough to give some insulation against inflation. And even better, they both have a ‘Strong Buy’ consensus rating from the wider analyst community. Let’s take a closer look.Alpine Income Property Trust (PINE)The first high-yield div payer we’ll look at is Alpine Income Property Trust, a commercial net lease REIT with a focus on retail properties. Alpine’s portfolio is composed of open-air strip malls and stand-alone retail locations, spread across 35 states. The company is headquartered in Florida, where it has 4 properties; the state with the largest number of Alpine properties is Texas, with 25, while Ohio and New York tie for second place, each with 12 properties.Alpine has a total of 143 properties in its portfolio, a combined 3.3 million square feet of leasable space. The company boasts, justifiably, that it has a 100% occupancy rate. Revenues and earnings have been strong over the past two years, with consistent sequential gains at the top line.Alpine saw revenues of $11.3 million in 2Q22, the last quarter reported. Earnings spiked in that quarter, to $14.3 million, after coming in at just $304K one year earlier. Alpine had a diluted EPS of $1.05 in 2Q22. Of particular interest to dividend investors, Alpine reported an adjusted funds from operations (AFFO) of $0.47 for 2Q, a 20% increase year-over-year, and more than enough to fully cover the regular stock dividend.That dividend deserved a closer look. The most recent declaration, made in August, was for 27.5 cents per common share, a modest bump of 1.9% from the previous quarter – but the sixth dividend increase in the past three years. Alpine’s current common share dividend annualizes to $1.10 and gives a yield of 7%, more than triple the average dividend yield in the broader markets, and high enough to be useful as insulation against current inflation.In the eyes of Raymond James analyst RJ Milligan, who holds a 5-star ranking from TipRanks, all of this adds up to a company in a very solid position.“Investors continue to build positions in more defensive sectors (including net-lease) given concerns about a coming recession, which has helped drive the net lease sector’s YTD outperformance despite spiking rates and high inflation. We expect PINE will continue to benefit from this rotation given its high quality portfolio, discounted valuation, and well-covered dividend,” Milligan opined.Following from this upbeat stance, Milligan rates PINE shares an Outperform (i.e. Buy), and his price target of $23 implies a one-year upside potential of 44%.While this commercial REIT has only picked up 5 recent analyst reviews, those were all positive, testifying to PINE’s underlying strength and attractive qualities – and giving the stock a unanimous Strong Buy consensus rating. The shares are selling for $15.87 and their average price target of $21.25 indicates a potential gain of 33% in the next 12 months.CTO Realty Growth (CTO)Let’s stick with REITs, a sector known for its dividend champs. CTO Realty Growth is another commercial REIT with income-generating shopping mall and retail investments in 9 states. CTO has 6 properties in its home state of Florida, and 3 each in Georgia and Texas. The bulk of CTO’s assets are in the coastal Southeast or the Southwest, but the company does have a 15% ownership interest in Alpine, the stock discussed above.In recent weeks, CTO has announced two important developments that have enhanced the company’s liquidity. First was the September 21 notice that the firm had expanded its credit facility to $565 million, and that was followed on September 26 by the announcement that the company had sold off three properties in Jacksonville, Florida for a total of $34.9 million.Earlier in the summer, CTO reported its results for 2Q22, with fund from operations (FFO) coming in at $1.41 per share for the quarter, up 60% year-over-year, and adjusted FFO growing 38% to reach $1.48 per common share. These results were more than enough to support the dividend, which was declared for Q3 on August 22 and paid out on September 30. The Q3 dividend was raised by a modest 1.8% and paid out at 38 cents per common share. The dividend’s annualized rate of $1.52 gives a yield of 8.6%, which is higher than current inflation numbers and ensures a real rate of return for investors.AnalystRobert Stevenson, watching this stock for investment firm Janney Montgomery, is unabashedly bullish on CTO. He says of the company, “Our continued positive view on the stock is based on the company’s assets, high dividend yield, and ability to continue to grow earnings and dividends for shareholders… CTO is one of our favorite yield names within our REIT coverage universe.”Factoring in a discounted valuation and attractive growth potential, Stevenson rates CTO a Buy, along with a price target of $25. If his price target is achieved, investors could realize a potential total return of ~44%There are 4 recent analyst reviews on file for CTO and they are unanimously positive, to give the stock its Strong Buy analyst consensus rating. The shares are priced at $17.54 and their $25 average target matches Stevenson’s 42% upside forecast.","news_type":1,"symbols_score_info":{"PINE":0.9,"CTO":0.9}},"isVote":1,"tweetType":1,"viewCount":2559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980223587,"gmtCreate":1665748527149,"gmtModify":1676537659278,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 500(.SPX)$ccool","images":[{"img":"https://community-static.tradeup.com/news/260fd79b0b313fde77c8ff4ef7925b9e","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980223587","isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9980351598,"gmtCreate":1665662019214,"gmtModify":1676537644580,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 500(.SPX)$ccool","images":[{"img":"https://community-static.tradeup.com/news/45fc04ef252c4841af5ecc55bc2d498c","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980351598","isVote":1,"tweetType":1,"viewCount":3295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9917845671,"gmtCreate":1665487061893,"gmtModify":1676537614812,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9917845671","repostId":"1133232527","repostType":4,"repost":{"id":"1133232527","kind":"news","pubTimestamp":1665479292,"share":"https://ttm.financial/m/news/1133232527?lang=&edition=fundamental","pubTime":"2022-10-11 17:08","market":"us","language":"en","title":"Coinbase, AZZ, Leggett, VOXX And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1133232527","media":"Benzinga","summary":"With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab invest","content":"<div>\n<p>With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AZZ Inc. to report quarterly earnings at $1.35 per...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29210254/azz-leggett-platt-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Coinbase, AZZ, Leggett, VOXX And More: U.S. Stocks To Watch</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; 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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\">\nCoinbase, AZZ, Leggett, VOXX And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-11 17:08 GMT+8 <a href=https://www.benzinga.com/news/earnings/22/10/29210254/azz-leggett-platt-and-3-stocks-to-watch-heading-into-tuesday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AZZ Inc. to report quarterly earnings at $1.35 per...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29210254/azz-leggett-platt-and-3-stocks-to-watch-heading-into-tuesday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","LEG":"礼恩派","AZZ":"Azz Inc","VOXX":"奥迪富斯","ETWO":"E2open Parent Holdings, Inc."},"source_url":"https://www.benzinga.com/news/earnings/22/10/29210254/azz-leggett-platt-and-3-stocks-to-watch-heading-into-tuesday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133232527","content_text":"With US stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects AZZ Inc. to report quarterly earnings at $1.35 per share on revenue of $470.94 million before the opening bell. AZZ shares gained 0.3% to $39.15 in after-hours trading.Coinbase Inc. said that it obtained “in-principle approval” to provide cryptocurrency services in Singapore from the Monetary Authority of Singapore. The company is expected to release its Q3 financial results on Thursday, November 3. Coinbase shares fell 0.4% to $66.78 in after-hours trading.Analysts are expecting E2open Parent Holdings, Inc. to have earned $0.06 per share on revenue of $163.39 million for the latest quarter. The company will release earnings after the markets close. E2open Parent Holdings shares gained 4.5% to $6.28 in the after-hours trading session.Leggett & Platt, Incorporated lowered its earnings and sales projections for full year 2022. Leggett & Platt shares dropped 8.6% to $31.70 in the after-hours trading session.Analysts expect VOXX International Corporation to post a quarterly loss at $0.06 per share on revenue of $137.93 million after the closing bell. VOXX International shares fell 1.8% to $6.90 in the after-hours trading session.","news_type":1,"symbols_score_info":{"AZZ":0.9,"COIN":0.9,"VOXX":0.9,"ETWO":0.9,"LEG":0.9}},"isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917845870,"gmtCreate":1665487035890,"gmtModify":1676537614812,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 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href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 500(.SPX)$ccool","images":[{"img":"https://community-static.tradeup.com/news/f1f116885380e7d5f2a76c6a4f5085a4","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914517176","isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914834516,"gmtCreate":1665227003335,"gmtModify":1676537575926,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>cook","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>cook","text":"$S&P 500(.SPX)$cook","images":[{"img":"https://community-static.tradeup.com/news/3aaf73144fac6d1b28587ad8da2f2a69","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914834516","isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9914936665,"gmtCreate":1665153746257,"gmtModify":1676537565488,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914936665","repostId":"2273803113","repostType":4,"repost":{"id":"2273803113","kind":"news","pubTimestamp":1665131530,"share":"https://ttm.financial/m/news/2273803113?lang=&edition=fundamental","pubTime":"2022-10-07 16:32","market":"us","language":"en","title":"Apple: Why I Bought More At $140","url":"https://stock-news.laohu8.com/highlight/detail?id=2273803113","media":"Seeking Alpha","summary":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Frida","content":"<html><head></head><body><h2>Summary</h2><ul><li>I placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.</li><li>There is no doubt that the business faces many short-term challenges.</li><li>However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.</li><li>This wisdom is true for Apple more than anything else in my mind.</li><li>Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14d264625dbfe4fe0a4446b0ae1cf349\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Seremin</span></p><h2>Investment thesis</h2><p>During the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.</p><p>Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0abaa433019690a8212d9df8d71726d\" tg-width=\"640\" tg-height=\"369\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>All told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.</p><h2>Near-term challenges</h2><p>There is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f2a9e2475e37539082fb89230bb995b\" tg-width=\"640\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>AAPL and Buffettism</h2><p>However, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.</p><blockquote><i>Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.</i></blockquote><blockquote><i>Buffett:</i> <i><b>Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up?</b></i> <i>Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…</i><i><b>AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.</b></i></blockquote><p>In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.</p><h2>Business outlook and projected returns</h2><p>I am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom is<i>not</i>to pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.</p><p>Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.</p><p>All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6d4adcc41419bcccde9ab540b89f003c\" tg-width=\"640\" tg-height=\"260\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><p>Notably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.</p><p>According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.</p><p>Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more "standard" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/267e4208372cf220c56b8cfcab38cd7c\" tg-width=\"640\" tg-height=\"206\" referrerpolicy=\"no-referrer\"/><span>Source: Seeking Alpha data</span></p><h2>Risks and final thoughts</h2><p>To recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.</p><p>However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.</p><p>Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.</p><p><i>This article is written by Envision Research for reference only. Please note the risks.</i></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>Apple: Why I Bought More At $140</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\">\nApple: Why I Bought More At $140\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-07 16:32 GMT+8 <a href=https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces ...</p>\n\n<a href=\"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4544974-apple-why-i-bought-more-140","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273803113","content_text":"SummaryI placed a limit buy order for Apple at $140 in September. The order was triggered last Friday thanks to market volatility, and now I own more shares.There is no doubt that the business faces many short-term challenges.However, as Buffett commented, if you have to closely follow the day-to-day stuff, you should not own it in the first place.This wisdom is true for Apple more than anything else in my mind.Moreover, the market underestimates (or misunderstands) its SaaS potential and creates a mispricing.SereminInvestment thesisDuring the last week of September (September 25 to be exact), I sent an alert to our marketplace members. The alert informed them that I placed a limit buy order for Apple (NASDAQ:AAPL) at $140 and mythought process (the stock price then was about $150.5). A price of $140 corresponds to about 22x of its FW PE. To me, any valuation near 20x is very attractive for a stock with ROCE (return on capital employed) near 100% like AAPL. At about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates (i.e., before inflation adjustments). And a 22x PE would provide about 5% owners earnings yield, leading to a total return close to double digits. For a stock like AAPL, I am always happy to buy/add when the total annual return is close to 10% or above. A 10% return is healthy enough to start with. Once you adjust for the risks (and I consider the risks from AAPL similar to treasury bonds), a 10% annual return is almost 3x of what you can get from bonds in the long term.Also, to put things under historical perspective, a valuation around 22x is also below the historical average of 24.7x in recent years by about 10% (11% to be exact), leaving a comfortable margin of safety. And also, bear in mind that the stock was so obviously before 2021 and those levels are outliers in my mind. So, the historical average of 24.75x is already biased.Source: Seeking Alpha dataAll told, thanks to market volatility, the stock price dipped below $140 a few days later on Sept 30. The order is triggered, and now I own more AAPL shares. I of course do not want to pretend that I have any idea that its price would actually dip below $140 or not. However, I do have a good sense of its intrinsic value and the magnitude of market gyrations. And as a long-term and patient investor, I do know that 22x PE is a good deal for a stock like AAPL.Near-term challengesThere is no shortage of external challenges in the near term. And these challenges can be substantial, too. They will continue to weigh on performance over the near term. These challenges include new variants of COVID-19, the ongoing war between Russia and Ukraine, unfavorable currency exchange rates, and high inflation and rising interest rates. In particular, you can see the effects that these headwinds have exerted on its margins. Over the past few quarters, its gross margin shrank by more than 200 basis points from a peak of 43.76% to 41.04%. Net profit margin shrank even more, by more than 450 basis points from a peak of 27.9% to 23.4%. China, its key market, had to lock down several of its key cities in the H1 of the year due to COVID-19, and the ongoing pandemic situation probably would lead to more lockdowns, which have impacted its sales and production and would very likely continue to in the near future.Source: Seeking Alpha dataAAPL and BuffettismHowever, as Buffett commented, if you have to closely follow the day-to-day stuff of a stock, you should not own it in the first place. He was once asked about his AAPL position during a Yahoo! Finance interview. You can see the full interview here, full of typical Buffett-style wisdom and highly recommended. The following is an excerpt and the highlights are added by me.Yahoo Finance: how closely do you follow the company? You know, people are concerned they really have not introduced any new products.Buffett: Well, if you have to closely follow the company, you should not own it in the first place. If you buy a business, say you buy a farm, do you go up and look every couple of weeks to see how far the corn has grown up? Do you worry too much about whether somebody says this year is going to be a year of low corn prices because exports are being affected or something? You know, it does not grow faster if I go and stare at it…AlthoughI do care over the years that it is well tended to in terms of rotating crops. And I hope yields get better.In my mind, this wisdom is truer for Apple than anything else. A high-yield farm is what exactly it is. As a high-yield farm, investors should have the perspective to overlook its daily (or even yearly) noises and focus on the long term, as detailed next.Business outlook and projected returnsI am optimistic about its future. The company has displayed remarkable resilience in the face of the difficult operating backdrop in the past. And I am certain that this time is no different. The inflation or drag from foreign exchange rates may worsen in the near term. But remember, Buffett's other wisdom isnotto pick stocks based on macroeconomic parameters - which are totally unpredictable and out of anyone's control.Altogether, consensus estimates look for share net to come in around $6.46 in 2023. And again, at a price of $140, the PE would be about 22x. Based on the consensus estimates, the growth rate would be about 4.6% CAGR in the next few years, which agrees with my back-of-envelope estimate closely. As aforementioned, at about 100% ROCE, a 5% investment rate would provide 5% organic real growth rates.All told, a 22x entry PE, combined with a ~5% growth rate, should provide about 10% total return for a long-term business owner.Source: Seeking Alpha dataNotably, services-related revenues should continue to advance and represent a strong engine for future growth. In this sense, AAPL is transitioning (or you can argue it has successfully transitioned already) from a hardware business into a subscription-based SaaS business.According to this report, it added ~30 million paid subscriptions in 2022 alone. Total revenues from services have been growing steadily and rapidly over the years and have reached $19.8 billion. In Q2 2022. Compared to $17.0 billion raked in from services during Q2 2021, this represented an annual growth rate of 16.5%, far outpacing the growth rates of its total revenue. Broadening the timeframe a bit, the growth in its revenues from services has grown more than 230% since 2017, also far outpacing the growth of its product sales (which increased by about 160%). In its latest earnings report, Tim Cook reported a mind-boggling total of 816 million paid subscriptions across its various services ranging from Apple Music, iCloud, and Apple TV+.Going forward, I see such a large user base to further grow given Apple's popularity and premium status. In my view, the market underestimates (or misunderstands) its SaaS potential. As seen from the chart below, it is trading at a sizeable discount relative to other more \"standard\" SaaS stocks. To wit, in terms of FY1 PE, it is trading slightly below Microsoft Corporation by about 4%, about 20% below Intuit Inc, and more than 27% below Salesforce Inc.Source: Seeking Alpha dataRisks and final thoughtsTo recap, there is no doubt that the business faces many short-term challenges. These challenges include the veritable list of the COVID-19 pandemic, the ongoing Russian/Ukraine situation, currency exchange rates, high inflation, and global supply chain disruptions. It also faces its own unique challenges such as margin pressure, cost control, and disruptions in its key China market.However, the whole point of owning a stock like AAPL is that you do not have to worry about the quarterly noises. If you do, you defeat the purpose completely and should not own it in the first place. To me, any valuation near 20x is very attractive for a stock with ROCE and financial strength like AAPL. A ~20x PE provides about 5% owner's earnings yield. And an ROCE near 100% easily leads to 5% growth rates with minimal reinvestments, resulting in a double-digit return potential already.Finally, specific to AAPL, the revenues and growth composition are also shifting to service and subscription, further augmenting its stickiness and profitability. The market underestimates (or misunderstands) its SaaS potential and most likely will regret it.This article is written by Envision Research for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9914936965,"gmtCreate":1665153723257,"gmtModify":1676537565473,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ddepressing","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ddepressing","text":"$S&P 500(.SPX)$ddepressing","images":[{"img":"https://community-static.tradeup.com/news/aea48250d691f80904fba2e3a85d76ac","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9914936965","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915563343,"gmtCreate":1665071207883,"gmtModify":1676537552980,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>ccool","text":"$S&P 500(.SPX)$ccool","images":[{"img":"https://community-static.tradeup.com/news/78386568bd10e93208ed061d8367a172","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915563343","isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9915343117,"gmtCreate":1664970886839,"gmtModify":1676537537163,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574813808924805","authorIdStr":"3574813808924805"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>sstonksss","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&P 500(.SPX)$</a>sstonksss","text":"$S&P 500(.SPX)$sstonksss","images":[{"img":"https://community-static.tradeup.com/news/84264060a9dbe70306af47ac88e8742a","width":"1080","height":"2011"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915343117","isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":863679384,"gmtCreate":1632390866048,"gmtModify":1676530770681,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Mmmm","listText":"Mmmm","text":"Mmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/863679384","repostId":"1142732764","repostType":4,"repost":{"id":"1142732764","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1632388532,"share":"https://ttm.financial/m/news/1142732764?lang=&edition=fundamental","pubTime":"2021-09-23 17:15","market":"hk","language":"en","title":"Real estate stocks lead Hong Kong shares higher on Evergrande assurances","url":"https://stock-news.laohu8.com/highlight/detail?id=1142732764","media":"Reuters","summary":"Sept 23 (Reuters) - Hong Kong shares closed higher on Thursday, with assurances from debt-laden deve","content":"<p>Sept 23 (Reuters) - Hong Kong shares closed higher on Thursday, with assurances from debt-laden developer China Evergrande Group lifting real estate stocks as markets resumed trade after a holiday.</p>\n<p>The Hang Seng index rose 1.2%, to 24,510.98, while the China Enterprises Index gained 1.1%, to 8,733.73.</p>\n<p>China Evergrande soared as much as 30% in morning trading and ended up 17.6%.</p>\n<p>Evergrande said it held an internal meeting late on Wednesday night, urging company executives to ensure the quality delivery of properties and redemption of wealth management products.</p>\n<p>Evergrande said it had “resolved” one coupon payment due on Thursday but didn’t give more details, leaving it unclear what this means for $83.5 million in dollar bond interest payments due on the day.</p>\n<p>The Hang Seng Mainland Properties Index surged 8.1%, while the Hang Seng Property Index was up 4.6%.</p>\n<p>Property management services provider Country Garden Services Holdings jumped 12.7%, the biggest daily gainer on the Hang Seng Index.</p>\n<p>Given the high cash level in the offshore market and solid inflows, sentiment should gradually recover from the lows after the Evergrande noise dies down, and policy may see some easing as well, Nomura said in a note.</p>\n<p>The Hang Seng Tech Index rose 0.9%. Tech giants Meituan and Tencent Holdings went up 5.2% and 2.9%, respectively.</p>\n<p>Alibaba Group declined 0.2% after it said the company had begun to send its consumer credit data to a database run by China’s central bank.</p>\n<p>A sub-index tracking energy stocks gained 2.5%.</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>Real estate stocks lead Hong Kong shares higher on Evergrande assurances</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\">\nReal estate stocks lead Hong Kong shares higher on Evergrande assurances\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-09-23 17:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sept 23 (Reuters) - Hong Kong shares closed higher on Thursday, with assurances from debt-laden developer China Evergrande Group lifting real estate stocks as markets resumed trade after a holiday.</p>\n<p>The Hang Seng index rose 1.2%, to 24,510.98, while the China Enterprises Index gained 1.1%, to 8,733.73.</p>\n<p>China Evergrande soared as much as 30% in morning trading and ended up 17.6%.</p>\n<p>Evergrande said it held an internal meeting late on Wednesday night, urging company executives to ensure the quality delivery of properties and redemption of wealth management products.</p>\n<p>Evergrande said it had “resolved” one coupon payment due on Thursday but didn’t give more details, leaving it unclear what this means for $83.5 million in dollar bond interest payments due on the day.</p>\n<p>The Hang Seng Mainland Properties Index surged 8.1%, while the Hang Seng Property Index was up 4.6%.</p>\n<p>Property management services provider Country Garden Services Holdings jumped 12.7%, the biggest daily gainer on the Hang Seng Index.</p>\n<p>Given the high cash level in the offshore market and solid inflows, sentiment should gradually recover from the lows after the Evergrande noise dies down, and policy may see some easing as well, Nomura said in a note.</p>\n<p>The Hang Seng Tech Index rose 0.9%. Tech giants Meituan and Tencent Holdings went up 5.2% and 2.9%, respectively.</p>\n<p>Alibaba Group declined 0.2% after it said the company had begun to send its consumer credit data to a database run by China’s central bank.</p>\n<p>A sub-index tracking energy stocks gained 2.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142732764","content_text":"Sept 23 (Reuters) - Hong Kong shares closed higher on Thursday, with assurances from debt-laden developer China Evergrande Group lifting real estate stocks as markets resumed trade after a holiday.\nThe Hang Seng index rose 1.2%, to 24,510.98, while the China Enterprises Index gained 1.1%, to 8,733.73.\nChina Evergrande soared as much as 30% in morning trading and ended up 17.6%.\nEvergrande said it held an internal meeting late on Wednesday night, urging company executives to ensure the quality delivery of properties and redemption of wealth management products.\nEvergrande said it had “resolved” one coupon payment due on Thursday but didn’t give more details, leaving it unclear what this means for $83.5 million in dollar bond interest payments due on the day.\nThe Hang Seng Mainland Properties Index surged 8.1%, while the Hang Seng Property Index was up 4.6%.\nProperty management services provider Country Garden Services Holdings jumped 12.7%, the biggest daily gainer on the Hang Seng Index.\nGiven the high cash level in the offshore market and solid inflows, sentiment should gradually recover from the lows after the Evergrande noise dies down, and policy may see some easing as well, Nomura said in a note.\nThe Hang Seng Tech Index rose 0.9%. Tech giants Meituan and Tencent Holdings went up 5.2% and 2.9%, respectively.\nAlibaba Group declined 0.2% after it said the company had begun to send its consumer credit data to a database run by China’s central bank.\nA sub-index tracking energy stocks gained 2.5%.","news_type":1,"symbols_score_info":{"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888325801,"gmtCreate":1631441694403,"gmtModify":1676530548957,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888325801","repostId":"1189654544","repostType":4,"repost":{"id":"1189654544","kind":"news","pubTimestamp":1631406130,"share":"https://ttm.financial/m/news/1189654544?lang=&edition=fundamental","pubTime":"2021-09-12 08:22","market":"us","language":"en","title":"US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1189654544","media":"Renaissance Capital","summary":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion i","content":"<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.</p>\n<p>Tech consultancy <b>Thoughtworks</b>(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.</p>\n<p>Swiss running shoe brand <b>On Holding</b>(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.</p>\n<p>After ending talks to go public via SPAC,<b>Sportradar Group</b>(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.</p>\n<p>Drive-thru coffee chain <b>Dutch Bros</b>(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.</p>\n<p>Healthcare intelligence platform <b>Definitive Healthcare</b>(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.</p>\n<p>Identity management platform <b>ForgeRock</b>(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.</p>\n<p>Immunology biotech <b>DICE Therapeutics</b>(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.</p>\n<p>Surgical robotics developer <b>PROCEPT BioRobotics</b>(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.</p>\n<p>Oncology biotech <b>Tyra Biosciences</b>(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.</p>\n<p>Micro-cap gas delivery service <b>EzFill Holdings</b>(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.</p>\n<p><img src=\"https://static.tigerbbs.com/718698ff98644c4026f32efe91d076c6\" tg-width=\"1128\" tg-height=\"684\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/97fe13300d9e4cf61effc59b9706776a\" tg-width=\"1129\" tg-height=\"247\" referrerpolicy=\"no-referrer\"></p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.</p>","source":"lsy1603787993745","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>US IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week</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\">\nUS IPO Week Ahead: The Fall IPO market kicks off with a 10 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 08:22 GMT+8 <a href=https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","PRCT":"PROCEPT BioRobotics","DH":"Definitive Healthcare Corp.","BROS":"Dutch Bros Inc.","TWKS":"Thoughtworks Holding Inc.",".IXIC":"NASDAQ Composite","ONON":"On Holding AG","FORG":"ForgeRock, Inc.","TYRA":"Tyra Biosciences, Inc.","DICE":"DICE Therapeutics, Inc.","SRAD":"Sportradar Group AG",".SPX":"S&P 500 Index"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/85972/US-IPO-Week-Ahead-The-Fall-IPO-market-kicks-off-with-a-10-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189654544","content_text":"After a wave of launches in the short holiday week, 10 IPOs are scheduled to raise over $3 billion in the week ahead.\nTech consultancy Thoughtworks(TWKS) plans to raise $700 million at a $6.3 billion market cap. This agile software developer provides premium, end-to-end digital strategy, design, and engineering services to more than 300 enterprise customers. The company grew revenue at a 14% CAGR from 2017 to 2020, and expanded margins in 2020 and the 1H21.\nSwiss running shoe brand On Holding(ONON) plans to raise $591 million at a $5.9 billion market cap. On is a global provider of premium athletic footwear, apparel, and accessories that are designed using sustainable materials and its proprietary technology. The company has demonstrated growth and profitability, though it faces significant competition from other well-known sportswear brands.\nAfter ending talks to go public via SPAC,Sportradar Group(SRAD) plans to raise $504 million at a $7.9 billion market cap. Covering over 750,000 events annually across 83 sports, this Swiss company provides software, data, and content to sports leagues, betting operators, and media companies. Sportradar is profitable, and growth accelerated in the 1H21 as live sports resumed.\nDrive-thru coffee chain Dutch Bros(BROS) plans to raise $400 million at a $3.3 billion market cap. This Oregon-based company has a chain of 471 drive-thru coffee shops in the Western US, and it has been able to maintain a track record of same-store sales growth as it has expanded to new states. Insiders received pre-IPO dividends and will sell shares back to the company.\nHealthcare intelligence platform Definitive Healthcare(DH) plans to raise $350 million at a $3.3 billion market cap. This company provides a healthcare commercial intelligence and analytics platform, helping its customers to analyze, navigate, and sell into the complex healthcare ecosystem. Unprofitable with strong growth, Definitive Healthcare will be leveraged post-IPO.\nIdentity management platform ForgeRock(FORG) plans to raise $248 million at a $2.1 billion market cap. The company provides identity and access management software, with a platform to provision, authenticate, and govern all types of digital identities. Unprofitable with high sales and marketing expenses, ForgeRock is a leading next-gen provider in the multi-billion-dollar identity and access market.\nImmunology biotech DICE Therapeutics(DICE) plans to raise $160 million at a $550 million market cap. This biotech is developing oral small molecule therapies to treat chronic diseases in immunology and other therapeutic areas. DICE plans to initiate a Phase 1 trial of its lead candidate S011806, an oral antagonist with a variety of immunology indications.\nSurgical robotics developer PROCEPT BioRobotics(PRCT) plans to raise $127 million at a $1.1 billion market cap. This commercial-stage company develops surgical robotic systems for minimally-invasive urologic surgery with an initial focus on treating benign prostatic hyperplasia. PROCEPT BioRobotics is highly unprofitable and saw revenue increase more than sixfold in the 1H21.\nOncology biotech Tyra Biosciences(TYRA) plans to raise $101 million at a $584 million market cap. This preclinical biotech is developing FGFR kinase inhibitors for cancer, specifically solid tumors. Tyra’s lead candidate is initially focused on bladder cancer, and the company expects to submit an IND for it in mid-2022.\nMicro-cap gas delivery service EzFill Holdings(EZFL) plans to raise $25 million at a $104 million market cap. This mobile-fueling company provides an on-demand fuel delivery service in Florida via mobile app. Highly unprofitable with explosive growth, EzFill states that it is the dominant player in the South Florida market.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 9/9/21, the Renaissance IPO Index was up 7.7% year-to-date, while the S&P 500 was up 19.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Snowflake (SNOW) and Palantir Technologies (PLTR). The Renaissance International IPO Index was down 11.0% year-to-date, while the ACWX was up 10.0%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Smoore International and EQT Partners.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,"DH":0.9,"PRCT":0.9,"SRAD":0.9,"BROS":0.9,".SPX":0.9,"TWKS":0.9,"ONON":0.9,"FORG":0.9,"TYRA":0.9,"DICE":0.9,"EZFL":0.9}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881512772,"gmtCreate":1631362051096,"gmtModify":1676530535672,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881512772","repostId":"1147045390","repostType":4,"repost":{"id":"1147045390","kind":"news","pubTimestamp":1631321547,"share":"https://ttm.financial/m/news/1147045390?lang=&edition=fundamental","pubTime":"2021-09-11 08:52","market":"us","language":"en","title":"Why Apple’s Risk Is Limited","url":"https://stock-news.laohu8.com/highlight/detail?id=1147045390","media":"Barrons","summary":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told <i>Barron’s</i> he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8 <a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166068699,"gmtCreate":1623985717611,"gmtModify":1703825686072,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166068699","repostId":"2144286417","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811212169,"gmtCreate":1630326262451,"gmtModify":1676530269232,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/811212169","repostId":"2163776380","repostType":4,"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939052967,"gmtCreate":1662031920662,"gmtModify":1676536637807,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9939052967","repostId":"1122895763","repostType":4,"repost":{"id":"1122895763","kind":"news","pubTimestamp":1662045547,"share":"https://ttm.financial/m/news/1122895763?lang=&edition=fundamental","pubTime":"2022-09-01 23:19","market":"us","language":"en","title":"Charlie Munger Predicted \"Considerable Trouble\" For Markets: SPY Implications","url":"https://stock-news.laohu8.com/highlight/detail?id=1122895763","media":"Seeking Alpha","summary":"SummaryEarlier this year, billionaire investor Charlie Munger predicted that the markets would face ","content":"<html><head></head><body><p>Summary</p><ul><li>Earlier this year, billionaire investor Charlie Munger predicted that the markets would face "considerable trouble."</li><li>We take a look at his prediction in light of recent macroeconomic developments and its implications for the S&P 500.</li><li>We also share our approach to investing in the current environment.</li></ul><p>Billionaire investor Charlie Munger - Warren Buffett's partner at <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway </a> - recently opined that "considerable trouble" was coming for markets at the Daily Journal's (DJCO) annual meeting earlier this year, stating:</p><blockquote><i>What we're getting iswretched excess and danger for the country. Everybody loves it because it's like a bunch of people getting drunk at a party; they're having so much fun getting drunk that they don't think about the consequences. Eventually, there will be considerable trouble because of the wretched excess, that's the way it's usually worked in the past.</i></blockquote><p>He went on define what he meant by wretched excess:</p><blockquote><i>Certainly, the great short squeeze in GameStop (GME) was wretched excess. Certainly, the bitcoin (BTC-USD) thing is wretched excess. I would argue venture capital is throwing too much money too fast, and there's a considerable wretched excess in venture capital and other forms of private equity...There's never been anything quite like what we're doing now. We do know from what's happened in other nations, if you try and print too much money it eventually causes terrible trouble. We're closer to terrible trouble than we've been in the past, but it may still be a long way off."</i></blockquote><p>While the <a href=\"https://laohu8.com/S/SPY\">SPDR S&P 500 Trust ETF</a> has delivered -8.57% returns since that meeting, it has not yet experienced the "considerable trouble" of which Mr. Munger spoke:</p><p><img src=\"https://static.tigerbbs.com/aa9e327d28d335c1ba952173a78d8bcb\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>SPY Total Return Price data by YCharts</p><p>However, we can certainly see that the wretched excess has continued in the months since and the symptoms of it have also increased. While the crypto bubble has continued to burst, with bitcoin down an addition 56% since Mr. Munger's remarks, <a href=\"https://laohu8.com/S/GME\">GME</a> continues to enjoy an elevated valuation:</p><p><img src=\"https://static.tigerbbs.com/5a461d8b52be2c08bfdea7bd63aa4a6f\" tg-width=\"1280\" tg-height=\"826\" referrerpolicy=\"no-referrer\"/>GME data by YCharts</p><p>We can also see that interest rates remain near historic lows - despite rising considerably in recent months - and the highly inflated money supply has remained relatively flat since Mr. Munger made his remarks:</p><p><img src=\"https://static.tigerbbs.com/657129e113ae6df9d1e40ca014384412\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>US Long-Term Interest Rates data by YCharts</p><p>We can also see that market indexes and especially housing prices remain elevated:</p><p><img src=\"https://static.tigerbbs.com/13c7438df5f55651979a20fdff9651ff\" tg-width=\"1280\" tg-height=\"852\" referrerpolicy=\"no-referrer\"/>SPY data by YCharts</p><p>However, the consequences of all this excess and bubble-like behavior are beginning to be felt, with GDP declining for two quarters in a row and inflation soaring to four-decade highs in recent months:</p><p><img src=\"https://static.tigerbbs.com/be6eb93157e6cb1f12a1b5b0d7519ff8\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>US Consumer Price Index YoY data by YCharts</p><p>In this article, we will discuss the implications that this has for the SPY as well as our investing approach in the current environment.</p><h3>Implication #1: Forward Returns Are Likely To Be Lackluster</h3><p>The biggest takeaway from Mr. Munger's remarks in light of current macroeconomic and market conditions is that forward returns for the SPY are likely to be lackluster. The reasons for this are pretty straightforward:</p><p>1. The economic growth outlook is weak, if not negative for the foreseeable future. Without strong economic growth, earnings growth is bound to be weak as well.</p><p>2. Valuation multiples are elevated relative to historical averages. According to datacompiledby Current Market Valuation based on an equally weighted average of the Yield Curve, Buffett indicator, P/E Ratio, Interest Rate, Margin Debt, and S&P 500 Mean Reversion models based on historical data, the market is currently towards the upper end of the fairly valued range. This means that it is almost overvalued, implying that the market is likely to experience lackluster, if not poor, returns for the foreseeable future. The SPY is overvalued according to the Yield Curve, Buffett Indicator, P/E Ratio, and S&P 500 Mean Reversion models, is slightly above fair value according to the Interest Rate model, and slightly below fair value according to the Margin Debt model.</p><p>3. Interest rates are likely to rise further, based on persistently high inflation and the Federal Reserve's latestcomments. Higher interest rates in the near future will make the market seem overvalued at present according to the Interest Rate model, adding further weight to the argument that the market is overvalued at the moment. Higher interest rates will also act like gravity on asset valuations, driving them lower.</p><p>When you combine weak growth with a lack of multiple expansion (and in fact likely multiple compression), very low dividend yields, and likely interest rate increases, there are no real catalysts to drive stock market returns.</p><h3>Implication #2: Volatility Will Likely Be Elevated For The Foreseeable Future</h3><p>That said, interest rates do remain historically cheap and there is still a lot of excess capital sloshing around in the global markets. As a result, there will still likely be plenty of dip buying, especially on any hints of inflation declining, the economy weathering the current headwinds better than expected, and/or the Federal Reserve beginning to change its hawkish stance. As the bulls and bears continue to duke it out in aggressive fashion, with bulls aggressively buying dips and bears aggressively selling rips on renewed fears of a recession and/or further interest rate hikes, volatility will likely remain elevated.</p><p>On top of that, with geopolitical risks mounting in East Asia, the Middle East, and Eastern Europe, there are plenty of potential further catalysts for sending stocks plunging lower at a minute's notice.</p><h3>Implication #3: A Market Crash Is Very Possible</h3><p>As already indicated in implication #2, a market crash is also very possible at the moment. The reasons for it are simple:</p><p>1. As already highlighted, valuations are already bloated, so a crash would not require a stark departure from historical valuation levels. In fact, a crash might be necessary to fully correct financial markets from all of the artificial stimulus from central bankers over the past decade.</p><p>2. There are numerous catalysts which could spark a market crash, and they seem more likely at the moment than at any time in recent memory: any number of geopolitical crises, ranging from a Chinese invasion of Taiwan, to the war in Europe going nuclear, to a major energy crisis if a war begins between Iran and Saudi Arabia, a massive cyber-attack that significantly disrupts the global economy, a major new pandemic or variant of COVID-19 emerging, or even possibly a major global recession.</p><h3>Investor Takeaway</h3><p>While these are certainly complicated, if not extremely challenging, times for investors trying to navigate the markets, we are remaining fully invested. However, we are keeping the following principles in mind to guide us with greater prudence during this period:</p><p>1. We are being highly selective by only investing in securities that appear to have a clear margin of safety, while keeping a small weighting in our most cyclical positions and overweighting our most defensive positions.</p><p>2. We are avoiding taking on any personal leverage through this period in order to minimize our risk of outsized losses in the event of a market crash and to give us the capacity to potentially create some dry powder to capitalize on a market crash.</p><p>3. We are also investing in securities that profit from elevated volatility as we believe that - even in a scenario where the markets do not experience a full-fledged crash - volatility levels will likely be above average for the foreseeable future due to the geopolitical and macroeconomic jitters that are gripping the markets with increasing frequency. As the chart below indicates, volatility as depicted by theVIXis up significantly from where it was before COVID-19 and is even up in 2022 relative to the second half of 2021.</p><p><img src=\"https://static.tigerbbs.com/61315c652f099418782c73479f3dd50a\" tg-width=\"1280\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/>VIXdata by YCharts</p><p>For those who choose to continue investing in low-cost index funds like SPY, we are not bullish in the short-term, as - for the reasons outlined in this article - we expect lackluster economic growth, elevated valuations, rising interest rates, and the rising risks of a black swan event to suppress broad market total returns for the foreseeable future. As a result, we encourage investors to be more selective in the current environment than to blindly buy the broader market. At the same time, for those committed to passive investing over the long term, remaining fully invested with a practice of consistent long-term dollar cost averaging and prudent personal financial management is unlikely to deliver disappointing results over the course of decades. For that reason, we give the SPY a Hold rating right now.</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>Charlie Munger Predicted \"Considerable Trouble\" For Markets: SPY Implications</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\">\nCharlie Munger Predicted \"Considerable Trouble\" For Markets: SPY Implications\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-01 23:19 GMT+8 <a href=https://seekingalpha.com/article/4537755-charlie-munger-predicted-considerable-trouble-for-markets-spy-implications><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryEarlier this year, billionaire investor Charlie Munger predicted that the markets would face \"considerable trouble.\"We take a look at his prediction in light of recent macroeconomic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4537755-charlie-munger-predicted-considerable-trouble-for-markets-spy-implications\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF"},"source_url":"https://seekingalpha.com/article/4537755-charlie-munger-predicted-considerable-trouble-for-markets-spy-implications","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122895763","content_text":"SummaryEarlier this year, billionaire investor Charlie Munger predicted that the markets would face \"considerable trouble.\"We take a look at his prediction in light of recent macroeconomic developments and its implications for the S&P 500.We also share our approach to investing in the current environment.Billionaire investor Charlie Munger - Warren Buffett's partner at Berkshire Hathaway - recently opined that \"considerable trouble\" was coming for markets at the Daily Journal's (DJCO) annual meeting earlier this year, stating:What we're getting iswretched excess and danger for the country. Everybody loves it because it's like a bunch of people getting drunk at a party; they're having so much fun getting drunk that they don't think about the consequences. Eventually, there will be considerable trouble because of the wretched excess, that's the way it's usually worked in the past.He went on define what he meant by wretched excess:Certainly, the great short squeeze in GameStop (GME) was wretched excess. Certainly, the bitcoin (BTC-USD) thing is wretched excess. I would argue venture capital is throwing too much money too fast, and there's a considerable wretched excess in venture capital and other forms of private equity...There's never been anything quite like what we're doing now. We do know from what's happened in other nations, if you try and print too much money it eventually causes terrible trouble. We're closer to terrible trouble than we've been in the past, but it may still be a long way off.\"While the SPDR S&P 500 Trust ETF has delivered -8.57% returns since that meeting, it has not yet experienced the \"considerable trouble\" of which Mr. Munger spoke:SPY Total Return Price data by YChartsHowever, we can certainly see that the wretched excess has continued in the months since and the symptoms of it have also increased. While the crypto bubble has continued to burst, with bitcoin down an addition 56% since Mr. Munger's remarks, GME continues to enjoy an elevated valuation:GME data by YChartsWe can also see that interest rates remain near historic lows - despite rising considerably in recent months - and the highly inflated money supply has remained relatively flat since Mr. Munger made his remarks:US Long-Term Interest Rates data by YChartsWe can also see that market indexes and especially housing prices remain elevated:SPY data by YChartsHowever, the consequences of all this excess and bubble-like behavior are beginning to be felt, with GDP declining for two quarters in a row and inflation soaring to four-decade highs in recent months:US Consumer Price Index YoY data by YChartsIn this article, we will discuss the implications that this has for the SPY as well as our investing approach in the current environment.Implication #1: Forward Returns Are Likely To Be LacklusterThe biggest takeaway from Mr. Munger's remarks in light of current macroeconomic and market conditions is that forward returns for the SPY are likely to be lackluster. The reasons for this are pretty straightforward:1. The economic growth outlook is weak, if not negative for the foreseeable future. Without strong economic growth, earnings growth is bound to be weak as well.2. Valuation multiples are elevated relative to historical averages. According to datacompiledby Current Market Valuation based on an equally weighted average of the Yield Curve, Buffett indicator, P/E Ratio, Interest Rate, Margin Debt, and S&P 500 Mean Reversion models based on historical data, the market is currently towards the upper end of the fairly valued range. This means that it is almost overvalued, implying that the market is likely to experience lackluster, if not poor, returns for the foreseeable future. The SPY is overvalued according to the Yield Curve, Buffett Indicator, P/E Ratio, and S&P 500 Mean Reversion models, is slightly above fair value according to the Interest Rate model, and slightly below fair value according to the Margin Debt model.3. Interest rates are likely to rise further, based on persistently high inflation and the Federal Reserve's latestcomments. Higher interest rates in the near future will make the market seem overvalued at present according to the Interest Rate model, adding further weight to the argument that the market is overvalued at the moment. Higher interest rates will also act like gravity on asset valuations, driving them lower.When you combine weak growth with a lack of multiple expansion (and in fact likely multiple compression), very low dividend yields, and likely interest rate increases, there are no real catalysts to drive stock market returns.Implication #2: Volatility Will Likely Be Elevated For The Foreseeable FutureThat said, interest rates do remain historically cheap and there is still a lot of excess capital sloshing around in the global markets. As a result, there will still likely be plenty of dip buying, especially on any hints of inflation declining, the economy weathering the current headwinds better than expected, and/or the Federal Reserve beginning to change its hawkish stance. As the bulls and bears continue to duke it out in aggressive fashion, with bulls aggressively buying dips and bears aggressively selling rips on renewed fears of a recession and/or further interest rate hikes, volatility will likely remain elevated.On top of that, with geopolitical risks mounting in East Asia, the Middle East, and Eastern Europe, there are plenty of potential further catalysts for sending stocks plunging lower at a minute's notice.Implication #3: A Market Crash Is Very PossibleAs already indicated in implication #2, a market crash is also very possible at the moment. The reasons for it are simple:1. As already highlighted, valuations are already bloated, so a crash would not require a stark departure from historical valuation levels. In fact, a crash might be necessary to fully correct financial markets from all of the artificial stimulus from central bankers over the past decade.2. There are numerous catalysts which could spark a market crash, and they seem more likely at the moment than at any time in recent memory: any number of geopolitical crises, ranging from a Chinese invasion of Taiwan, to the war in Europe going nuclear, to a major energy crisis if a war begins between Iran and Saudi Arabia, a massive cyber-attack that significantly disrupts the global economy, a major new pandemic or variant of COVID-19 emerging, or even possibly a major global recession.Investor TakeawayWhile these are certainly complicated, if not extremely challenging, times for investors trying to navigate the markets, we are remaining fully invested. However, we are keeping the following principles in mind to guide us with greater prudence during this period:1. We are being highly selective by only investing in securities that appear to have a clear margin of safety, while keeping a small weighting in our most cyclical positions and overweighting our most defensive positions.2. We are avoiding taking on any personal leverage through this period in order to minimize our risk of outsized losses in the event of a market crash and to give us the capacity to potentially create some dry powder to capitalize on a market crash.3. We are also investing in securities that profit from elevated volatility as we believe that - even in a scenario where the markets do not experience a full-fledged crash - volatility levels will likely be above average for the foreseeable future due to the geopolitical and macroeconomic jitters that are gripping the markets with increasing frequency. As the chart below indicates, volatility as depicted by theVIXis up significantly from where it was before COVID-19 and is even up in 2022 relative to the second half of 2021.VIXdata by YChartsFor those who choose to continue investing in low-cost index funds like SPY, we are not bullish in the short-term, as - for the reasons outlined in this article - we expect lackluster economic growth, elevated valuations, rising interest rates, and the rising risks of a black swan event to suppress broad market total returns for the foreseeable future. As a result, we encourage investors to be more selective in the current environment than to blindly buy the broader market. At the same time, for those committed to passive investing over the long term, remaining fully invested with a practice of consistent long-term dollar cost averaging and prudent personal financial management is unlikely to deliver disappointing results over the course of decades. For that reason, we give the SPY a Hold rating right now.","news_type":1,"symbols_score_info":{"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9995441723,"gmtCreate":1661506675364,"gmtModify":1676536532090,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9995441723","repostId":"1105502286","repostType":4,"repost":{"id":"1105502286","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1661505602,"share":"https://ttm.financial/m/news/1105502286?lang=&edition=fundamental","pubTime":"2022-08-26 17:20","market":"us","language":"en","title":"Affirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1105502286","media":"Benzinga","summary":"Gap: The clothing retailer said its customers pulled back during the recent quarter because of risin","content":"<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/GPS\">Gap</a>: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Affirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch</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\">\nAffirm, Gap, Workday, Ulta Beauty And More: U.S. Stocks to Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-08-26 17:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li><a href=\"https://laohu8.com/S/GPS\">Gap</a>: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.</li><li><a href=\"https://laohu8.com/S/ULTA\">Ulta Beauty</a>: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.</li><li><a href=\"https://laohu8.com/S/WDAY\">Workday</a>: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.</li><li><a href=\"https://laohu8.com/S/AFRM\">Affirm</a>: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.</li></ul><ul><li><a href=\"https://laohu8.com/S/DELL\">Dell Technologies</a>: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.</li><p></p></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","AFRM":"Affirm Holdings, Inc.","WDAY":"Workday","ULTA":"Ulta美容"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105502286","content_text":"Gap: The clothing retailer said its customers pulled back during the recent quarter because of rising fuel costs and other inflationary pressures, though its sales beat Wall Street forecasts. Its shares jumped 6.4% premarket.Ulta Beauty: The beauty-store chain reported higher revenue in the recent quarter than analysts had forecast. Its shares added 3% off hours.Workday: The cloud-software company's shares climbed 11% off hours after it reported higher subscription revenue and said it expects the momentum to continue in the current quarter.Affirm: The company posted a wider-than-expected loss for its fiscal Q4 and worse-than-projected outlook for fiscal 2023. Affirm shares plunged 15% in premarket trading.Dell Technologies: The computer-equipment maker reported upbeat earnings for its second quarter, while sales missed estimates.","news_type":1,"symbols_score_info":{"GPS":0.9,"DELL":0.9,"ULTA":0.9,"AFRM":0.9,"WDAY":0.9}},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887046498,"gmtCreate":1631949631014,"gmtModify":1676530676848,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/887046498","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","kind":"news","pubTimestamp":1631921912,"share":"https://ttm.financial/m/news/1171558890?lang=&edition=fundamental","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company <b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor <b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm <b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm <b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company <b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider <b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider <b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer <b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform <b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.</p>\n<p>COVID-19 test maker <b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company <b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller <b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank <b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week</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\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8 <a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HLTH":"Cue Health Inc.","RELY":"Remitly Global, Inc.","CWAN":"Clearwater Analytics Holdings, Inc.","SOVO":"Sovos Brands, Inc.","BRLT":"Brilliant Earth Group, Inc.","THRN":"Thorne Healthtech","FRSH":"Freshworks","AKA":"a.k.a. Brands Holding Corp.","ARBK":"Argo Blockchain Plc","ESMT":"EngageSmart Inc.","TOST":"Toast, Inc.","STER":"Sterling Check Corp."},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1,"symbols_score_info":{"SOVO":0.9,"STER":0.9,"THRN":0.9,"RELY":0.9,"HLTH":0.9,"ARBK":0.9,"AKA":0.9,"CWAN":0.9,"ESMT":0.9,"FRSH":0.9,"KDC":0.9,"TOST":0.9,"BRLT":0.9}},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888710303,"gmtCreate":1631528256402,"gmtModify":1676530566311,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888710303","repostId":"2167630550","repostType":4,"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889729745,"gmtCreate":1631180760087,"gmtModify":1676530489117,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889729745","repostId":"1108464667","repostType":4,"repost":{"id":"1108464667","kind":"news","pubTimestamp":1631178310,"share":"https://ttm.financial/m/news/1108464667?lang=&edition=fundamental","pubTime":"2021-09-09 17:05","market":"us","language":"en","title":"Stock Futures Fall Ahead of Jobless Claims Data","url":"https://stock-news.laohu8.com/highlight/detail?id=1108464667","media":"The Wall Street Journal","summary":"The S&P and the Dow Jones Industrial Average are poised for a fourth consecutive day of declines.\n\nU","content":"<blockquote>\n <b>The S&P and the Dow Jones Industrial Average are poised for a fourth consecutive day of declines.</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/62ea30e47cbb28a9a602059dd3626f41\" tg-width=\"886\" tg-height=\"522\" width=\"100%\" height=\"auto\">U.S. stock futures fell Thursday ahead of fresh data on jobless claims and an update to the European Central Bank’s monetary policy.</p>\n<p>Futures tied to the S&P 500 and the Dow Jones Industrial Average ticked 0.2% lower, indicating that both indexes willextend lossesafter sliding for three consecutive trading days. Contracts for the Nasdaq-100 edged down 0.2%, suggesting that large technology stocks may also decline at the opening bell.</p>\n<p>Investors’ optimism has waned this week following a jobs report that showed asharp slowdown in the pace of hiringin the U.S., and signs that thepace of economic recovery weakenedover the summer due to the Delta variant of Covid-19. Questions around when the Federal Reserve and the ECB willbegin to pare back their stimulus programsis also weighing on sentiment, money managers say.</p>\n<p>“We’re slightly more cautious,” said Charles Hepworth, an investment director at GAM Investments. “It does feel that people are getting a bit freaked out by valuations. The Delta variant transmission is a threat for global growth. If you get tapering too soon, that risks derailing the recovery.”</p>\n<p>The Cboe Volatility Index—Wall Street’s so-called fear gauge, also known as the VIX—ticked up to 19.</p>\n<p>The ECB will issue its latest policy statement at 7:45 a.m. ET, with policy makers offering their assessment of the economy and inflation. Some investors are betting that the central bank will disclose plans to startparing back its purchase of government bondsthrough an emergency program that was meant to bolster credit markets and growth during the pandemic.</p>\n<p>“The real unknown is if the ECB will revise its inflation and growth forecast,” said Agnès Belaisch, chief European strategist at the Barings Investment Institute. “If it raises its inflation forecast closer to 2%, that will make markets wonder if it could overshoot and if the ECB could have to raise interest rates.”</p>\n<p>Investors will get fresh figures at 8:30 a.m. ET on the number of Americans who applied for first-time unemployment benefits, a metric that is seen as a proxy for layoffs, in the week ended Sept. 4. The Fed has said that inflation and the labor market are two key factors it is monitoring to determine changes to monetary policy.</p>\n<p>In bond markets, the yield on the 10-year Treasury note ticked down to 1.322% from 1.333% Wednesday. Yields fall when prices rise.</p>\n<p>Overseas, the pan-continental Stoxx Europe 600 shed 0.4%, led by losses in travel and leisure companies.</p>\n<p>Hong Kong’s Hang Seng Index declined 2.3% by the end of the day. Shares of Chinese videogame giants Tencent Holdings and NetEase tumbled Thursday after authorities summoned the companies and ordered them to follow new rules for the online-gaming industry. Tencent shed 8.5% in Hong Kong trading, while NetEase tumbled 11%.</p>\n<p>Other major indexes in Asia broadly closed lower. South Korea’s Kospi fell 1.5%, Australia’s S&P /ASX200 contracted 1.9% and Japan’s Nikkei 225 declined 0.6%. China’s Shanghai Composite Index bucked the trend, gaining 0.5%.</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>Stock Futures Fall Ahead of Jobless Claims Data</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\">\nStock Futures Fall Ahead of Jobless Claims Data\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 17:05 GMT+8 <a href=https://www.wsj.com/articles/global-stock-markets-dow-update-09-09-2021-11631173050?mod=markets_lead_pos1><strong>The Wall Street Journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The S&P and the Dow Jones Industrial Average are poised for a fourth consecutive day of declines.\n\nU.S. stock futures fell Thursday ahead of fresh data on jobless claims and an update to the European ...</p>\n\n<a href=\"https://www.wsj.com/articles/global-stock-markets-dow-update-09-09-2021-11631173050?mod=markets_lead_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.wsj.com/articles/global-stock-markets-dow-update-09-09-2021-11631173050?mod=markets_lead_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108464667","content_text":"The S&P and the Dow Jones Industrial Average are poised for a fourth consecutive day of declines.\n\nU.S. stock futures fell Thursday ahead of fresh data on jobless claims and an update to the European Central Bank’s monetary policy.\nFutures tied to the S&P 500 and the Dow Jones Industrial Average ticked 0.2% lower, indicating that both indexes willextend lossesafter sliding for three consecutive trading days. Contracts for the Nasdaq-100 edged down 0.2%, suggesting that large technology stocks may also decline at the opening bell.\nInvestors’ optimism has waned this week following a jobs report that showed asharp slowdown in the pace of hiringin the U.S., and signs that thepace of economic recovery weakenedover the summer due to the Delta variant of Covid-19. Questions around when the Federal Reserve and the ECB willbegin to pare back their stimulus programsis also weighing on sentiment, money managers say.\n“We’re slightly more cautious,” said Charles Hepworth, an investment director at GAM Investments. “It does feel that people are getting a bit freaked out by valuations. The Delta variant transmission is a threat for global growth. If you get tapering too soon, that risks derailing the recovery.”\nThe Cboe Volatility Index—Wall Street’s so-called fear gauge, also known as the VIX—ticked up to 19.\nThe ECB will issue its latest policy statement at 7:45 a.m. ET, with policy makers offering their assessment of the economy and inflation. Some investors are betting that the central bank will disclose plans to startparing back its purchase of government bondsthrough an emergency program that was meant to bolster credit markets and growth during the pandemic.\n“The real unknown is if the ECB will revise its inflation and growth forecast,” said Agnès Belaisch, chief European strategist at the Barings Investment Institute. “If it raises its inflation forecast closer to 2%, that will make markets wonder if it could overshoot and if the ECB could have to raise interest rates.”\nInvestors will get fresh figures at 8:30 a.m. ET on the number of Americans who applied for first-time unemployment benefits, a metric that is seen as a proxy for layoffs, in the week ended Sept. 4. The Fed has said that inflation and the labor market are two key factors it is monitoring to determine changes to monetary policy.\nIn bond markets, the yield on the 10-year Treasury note ticked down to 1.322% from 1.333% Wednesday. Yields fall when prices rise.\nOverseas, the pan-continental Stoxx Europe 600 shed 0.4%, led by losses in travel and leisure companies.\nHong Kong’s Hang Seng Index declined 2.3% by the end of the day. Shares of Chinese videogame giants Tencent Holdings and NetEase tumbled Thursday after authorities summoned the companies and ordered them to follow new rules for the online-gaming industry. Tencent shed 8.5% in Hong Kong trading, while NetEase tumbled 11%.\nOther major indexes in Asia broadly closed lower. South Korea’s Kospi fell 1.5%, Australia’s S&P /ASX200 contracted 1.9% and Japan’s Nikkei 225 declined 0.6%. China’s Shanghai Composite Index bucked the trend, gaining 0.5%.","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819675483,"gmtCreate":1630070267742,"gmtModify":1676530215817,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/819675483","repostId":"1164159102","repostType":4,"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830363397,"gmtCreate":1629013105919,"gmtModify":1676529911022,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/830363397","repostId":"1127633167","repostType":4,"repost":{"id":"1127633167","kind":"news","pubTimestamp":1628997765,"share":"https://ttm.financial/m/news/1127633167?lang=&edition=fundamental","pubTime":"2021-08-15 11:22","market":"us","language":"en","title":"These 10 Standout Stocks Could Be the Next Amazon","url":"https://stock-news.laohu8.com/highlight/detail?id=1127633167","media":"Barrons","summary":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors loo","content":"<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.</p>\n<p>The idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.</p>\n<p>Wall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a <i>Barron’s</i> cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.</p>\n<p>Their search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.</p>\n<p>Many investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).</p>\n<p><i>Barron’s</i> sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:</p>\n<p>Strong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.</p>\n<table>\n <thead>\n <tr>\n <th>Company / Ticker</th>\n <th>Recent Price</th>\n <th>YTD Change</th>\n <th>2021E P/E</th>\n <th>2021E Price/Sales</th>\n <th>2022E P/E</th>\n <th>2022E Price/Sales</th>\n <th>LT Growth Rate*</th>\n <th>Market Value (bil)</th>\n <th>Comment</th>\n </tr>\n </thead>\n <tbody>\n <tr>\n <td>Amedysis / AMED</td>\n <td>$185.15</td>\n <td>-37%</td>\n <td>30.2</td>\n <td>2.7</td>\n <td>27.7</td>\n <td>2.4</td>\n <td>10.5%</td>\n <td>$6.3</td>\n <td>Leader in home health care</td>\n </tr>\n <tr>\n <td>Amyris / AMRS</td>\n <td>13.64</td>\n <td>121</td>\n <td>NM</td>\n <td>10.4</td>\n <td>NM</td>\n <td>9.7</td>\n <td>NA</td>\n <td>4.1</td>\n <td>Leading company in synthetic biology</td>\n </tr>\n <tr>\n <td>Booz Allen Hamilton Holding / BAH</td>\n <td>81.73</td>\n <td>-6</td>\n <td>19.4</td>\n <td>1.3</td>\n <td>17.7</td>\n <td>1.2</td>\n <td>8.6</td>\n <td>11.0</td>\n <td>Defense-department consultant</td>\n </tr>\n <tr>\n <td>J.B. Hunt Transport Services / JBHT</td>\n <td>172.76</td>\n <td>26</td>\n <td>25.8</td>\n <td>1.5</td>\n <td>22.2</td>\n <td>1.4</td>\n <td>18.4</td>\n <td>18.2</td>\n <td>Strong in intermodal freight</td>\n </tr>\n <tr>\n <td>Marriott Vacations Worldwide / VAC</td>\n <td>147.15</td>\n <td>7</td>\n <td>40.9</td>\n <td>1.6</td>\n <td>15.7</td>\n <td>1.4</td>\n <td>NA</td>\n <td>6.3</td>\n <td>Top company in vacation timeshares</td>\n </tr>\n <tr>\n <td>SiteOne Landscape Supply / SITE</td>\n <td>197.10</td>\n <td>24</td>\n <td>45.7</td>\n <td>2.6</td>\n <td>43.5</td>\n <td>2.5</td>\n <td>19.3</td>\n <td>8.8</td>\n <td>Big supplier of landscaping supplies</td>\n </tr>\n <tr>\n <td>Staar Surgical / STAA</td>\n <td>138.19</td>\n <td>74</td>\n <td>192.3</td>\n <td>28.6</td>\n <td>140.8</td>\n <td>22.5</td>\n <td>30.0</td>\n <td>6.6</td>\n <td>Maker of implantable lens for myopia</td>\n </tr>\n <tr>\n <td>Stitch Fix / SFIX</td>\n <td>44.38</td>\n <td>-24</td>\n <td>NM</td>\n <td>1.9</td>\n <td>1890.3</td>\n <td>1.7</td>\n <td>30.0</td>\n <td>4.8</td>\n <td>Data-driven subscription clothing firm</td>\n </tr>\n <tr>\n <td>Trex / TREX</td>\n <td>105.94</td>\n <td>27</td>\n <td>51.9</td>\n <td>10.5</td>\n <td>43.6</td>\n <td>9.3</td>\n <td>18.8</td>\n <td>12.2</td>\n <td>Top maker of synthetic wood decking</td>\n </tr>\n <tr>\n <td>Upwork / UPWK</td>\n <td>44.31</td>\n <td>28</td>\n <td>NM</td>\n <td>11.4</td>\n <td>556.8</td>\n <td>9.2</td>\n <td>NA</td>\n <td>5.7</td>\n <td>Online clearinghouse for free-lancers</td>\n </tr>\n </tbody>\n</table>\n<p>E=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.</p>\n<p>Source: FactSet</p>\n<p>Amedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.</p>\n<p>“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”</p>\n<p>Amedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.</p>\n<p>Amyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.</p>\n<p>Using genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.</p>\n<p><i>Barron’s</i> wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.</p>\n<p>“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.</p>\n<p>Booz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.</p>\n<p>“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.</p>\n<p>J.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.</p>\n<p>J.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.</p>\n<p>Ellenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.</p>\n<p>Marriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.</p>\n<p>“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.</p>\n<p>The shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.</p>\n<p>SiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.</p>\n<p></p>\n<p>“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.</p>\n<p>The stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.</p>\n<p>Staar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.</p>\n<p>“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”</p>\n<p>Lenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.</p>\n<p>At a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.</p>\n<p>Stitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.</p>\n<p>“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.</p>\n<p>Its shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.</p>\n<p>Yet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.</p>\n<p>Trex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.</p>\n<p>T. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.</p>\n<p>Upwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.</p>\n<p>The shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.</p>\n<p>The investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.</p>\n<p>“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.</p>","source":"lsy1601382232898","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>These 10 Standout Stocks Could Be the Next Amazon</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\">\nThese 10 Standout Stocks Could Be the Next Amazon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-15 11:22 GMT+8 <a href=https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of ...</p>\n\n<a href=\"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMRS":"阿米瑞斯","VAC":"万豪度假环球","SITE":"SiteOne Landscape Supply, Inc.","STAA":"STAAR Surgical Company","UPWK":"Upwork Inc.","SFIX":"Stitch Fix Inc.","AMED":"阿米斯医疗","TREX":"Trex Co Inc","BAH":"博思艾伦咨询公司","JBHT":"JB Hunt运输服务"},"source_url":"https://www.barrons.com/articles/stocks-potential-compounder-growth-51628888840?mod=hp_LEADSUPP_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127633167","content_text":"One of the most popular buzzwords in investing today is “compounders.” Growth-oriented investors looking for the next Amazon.com, Costco Wholesale, Nike, or Visa seek to identify companies capable of generating double-digit compound growth in revenue and earnings—preferably both—for years to come.\nThe idea is that stock prices should compound in line with revenue and profits, enabling investors to generate high returns over a holding period of five to 10 years. The ultimate goal is to find the elusive “10 bagger”—a stock that returns 10 times what you paid for it.\nWall Street analyst notes and client letters from investment pros are replete with compounder references. Many of the next generation of value managers, identified in a Barron’s cover story in May, are seeking such shares, rather than the traditional value fare of cheap stocks.\nTheir search has become more challenging, because buyers are paying lofty prices for high-growth stories. Really big winners are scarce. Only about 35 companies in each of a long series of 10-year periods have compounded their stock prices at 20% or more annually, resulting in at least a sixfold increase, according to Durable Capital Partners.\nMany investors are happy to stick with large, well-known compounders, such as Alphabet(ticker: GOOGL),Mastercard(MA),UnitedHealth Group(UNH), and Eli Lilly(LLY).\nBarron’s sought to identify smaller candidates. We talked to investment managers and came up with an eclectic list of 10 stocks, most with market values under $10 billion. Here are the selections, in alphabetical order:\nStrong and Steady Wins the RaceHere are 10 stocks that growth investors have identified as being able to generate consistently high growth in revenues or profits for many years.\n\n\n\nCompany / Ticker\nRecent Price\nYTD Change\n2021E P/E\n2021E Price/Sales\n2022E P/E\n2022E Price/Sales\nLT Growth Rate*\nMarket Value (bil)\nComment\n\n\n\n\nAmedysis / AMED\n$185.15\n-37%\n30.2\n2.7\n27.7\n2.4\n10.5%\n$6.3\nLeader in home health care\n\n\nAmyris / AMRS\n13.64\n121\nNM\n10.4\nNM\n9.7\nNA\n4.1\nLeading company in synthetic biology\n\n\nBooz Allen Hamilton Holding / BAH\n81.73\n-6\n19.4\n1.3\n17.7\n1.2\n8.6\n11.0\nDefense-department consultant\n\n\nJ.B. Hunt Transport Services / JBHT\n172.76\n26\n25.8\n1.5\n22.2\n1.4\n18.4\n18.2\nStrong in intermodal freight\n\n\nMarriott Vacations Worldwide / VAC\n147.15\n7\n40.9\n1.6\n15.7\n1.4\nNA\n6.3\nTop company in vacation timeshares\n\n\nSiteOne Landscape Supply / SITE\n197.10\n24\n45.7\n2.6\n43.5\n2.5\n19.3\n8.8\nBig supplier of landscaping supplies\n\n\nStaar Surgical / STAA\n138.19\n74\n192.3\n28.6\n140.8\n22.5\n30.0\n6.6\nMaker of implantable lens for myopia\n\n\nStitch Fix / SFIX\n44.38\n-24\nNM\n1.9\n1890.3\n1.7\n30.0\n4.8\nData-driven subscription clothing firm\n\n\nTrex / TREX\n105.94\n27\n51.9\n10.5\n43.6\n9.3\n18.8\n12.2\nTop maker of synthetic wood decking\n\n\nUpwork / UPWK\n44.31\n28\nNM\n11.4\n556.8\n9.2\nNA\n5.7\nOnline clearinghouse for free-lancers\n\n\n\nE=Estimate. BAH estimates are for fiscal years ending March 2022 and March 23. SFIX estimates are for fiscal years ending July 2022 and July 2023. NM=Not Meaningful. NA=Not Available. *The annual EPS growth the company can sustain over the next 3-5 years.\nSource: FactSet\nAmedisys(AMED), a provider of home healthcare and hospice services, has a national footprint in a still-fragmented business.\n“There is going to be massive consolidation of the industry” predicts Dan Cole, a manager of the Columbia Small-Cap Growth fund. “Healthcare is moving to the home.”\nAmedisys stock is up more than tenfold in the past decade. But the shares, around $185, are off nearly 30% after the company recently cut 2021 financial guidance, citing Covid-related staffing and cost issues, mostly in acquired hospice operations. The 2021 earnings estimate is now $6.13 a share, down from nearly $7. The stock trades for 30 times projected 2021 profits. Cole says that the company remains capable of generating 10% annual gains in earnings per share.\nAmyris(AMRS) is a leader in synthetic biology. It fans say its opportunity is to supplant, in an eco-friendly way, a range of products now made from petrochemicals, animals, and plants.\nUsing genetically re-engineered yeast and sugar cane, Amyris produces such things as squalane, a high-end moisturizer formerly made from shark livers; vanillin, the flavoring for vanilla; and a no-calorie sweetener normally derived from plants. The stock trades around $13.\nBarron’s wrote favorably on the company in July. Amyris sees sales reaching $2 billion by 2025, up from an estimated $400 million this year, driven by its consumer brands.\n“The world needs clean chemistry, and Amyris is the point on the spear to create it,” says Randy Baron, a portfolio manager at Pinnacle Associates, which owns Amyris shares. He thinks they could hit $75 by the end of 2022.\nBooz Allen Hamilton Holding(BAH) is an important consultant to the Defense Department and other agencies. The U.S. government accounted for 97% of its revenue in its latest fiscal year. Booz Allen has built robust ties to the government over the years by providing an array of services, like cybersecurity. Its stock trades around $81, for a 1.8% yield.\n“It has built a strong, partnership-like culture and has a long record of steady growth,” says Josh Spencer, manager of the T. Rowe Price New Horizons fund. He sees Booz Allen as capable of generating 9% to 10% annual growth in revenue and yearly gains of 15% to 16% in earnings, in line with its historical performance. The stock is off 20% from its peak of $100, amid concerns about more restrained military spending. Spencer sees the pullback as a buying opportunity, with the stock valued at less than 20 times earnings.\nJ.B. Hunt Transport Services(JBHT) is a leader in intermodal freight, which involves the fuel-efficient movement of trucks over rail lines. It has been one of the most successful trucking companies. Its stock has risen 30-fold over the past 20 years, to a recent $173. “It has an incredible franchise,” says Henry Ellenbogen, chief investment officer at Durable Capital Partners and a member of the Barron’s Roundtable.\nJ.B. Hunt’s relationship with the Burlington Northern Santa Fe railroad gives it a strong position in intermodal freight, he notes. J.B. Hunt also has a growing business taking over the trucking operations of smaller companies. And it is involved in digital freight brokerage—matching truckers with shipping customers.\nEllenbogen says the stock is reasonable at 22 times estimated 2022 profits, given a mid-teens annual growth outlook for earnings.\nMarriott Vacations Worldwide(VAC) is one of the top companies in the timeshare industry. It has 700,000 owners, a resilient business model with significant revenue from fees, and more exposure than its peers to luxury properties in places including Hawaii and Orlando, Fla.\n“It has the best customer base, with the highest spending and an impeccable balance sheet,” says David Baron, a manager of the Baron Focused Growth fund. Marriott Vacations, whose shares recently were trading around $145, should reinstate its dividend later this year, he adds.\nThe shares, Baron argues, are cheap at a 11% free-cash-flow yield, based on 2022 estimates. He says that the stock, little changed since 2018, could produce 20% annual returns for shareholders in the coming years.\nSiteOne Landscape Supply(SITE) is the country’s top supplier of landscaping products, with ample opportunity to expand, given that it has just a 13% market share in a highly fragmented industry.\n\n“It’s growing organically and has lots of acquisition opportunities,” says Columbia’s Cole, who considers the company to be capable of 10% to 15% annual revenue growth.\nThe stock, around $197, has a rich valuation, trading for 43 times projected 2022 earnings of $4.54 a share.\nStaar Surgical(STAA) has developed an implantable lens to correct myopia (nearsightedness). That addresses a potentially huge market, given the rising global incidence of that vision problem. The company expects the lens, which has been available in Europe and Asia for at least five years, to be on the U.S. market in the fourth quarter, pending Food and Drug Administration approval.\n“It could do substantial volumes,’’ says Doug Brodie, a global manager at Baillie Gifford. “It’s early in a journey and is largely devoid of competition.”\nLenses for both eyes can be implanted in less than an hour, and they don’t involve the removal of the natural lenses. The wholesale cost in the U.S. could be around $1,000 per lens.\nAt a recent $138, Staar shares are richly valued at more than 20 times projected 2022 sales and 140 times estimated 2022 earnings. But the market opportunity is enormous: Some five billion people worldwide could have myopia by 2050.\nStitch Fix(SFIX) has developed a subscription service for clothing, shoes, and other accessories and boasts over four million customers.\n“This could be the Nordstrom of the future,” says Mario Cibelli, chief investment officer at Marathon Partners Equity Management, a Stitch Fix holder. “This a potentially huge market and nobody is addressing it in the same way.” Using a staff of 6,000 personal stylists and lots of data, Stitch Fix seeks to identify subscriber tastes to generate high satisfaction and limit returns on packages sent at intervals and determined by subscribers.\nIts shares, around $44, are down 60% from their level earlier in the year, on investors’ worries about potential churn and the business’s ultimate profitability.\nYet Cibelli sees revenue growth of 20%-plus annually, opportunities outside its current U.S. and U.K. markets, and a potentially very profitable business in two to three years.\nTrex(TREX) is the top producer of a high-end wood alternative for decks that comes from 95% recycled material, making it an eco-friendly housing play. The shares, at $105, trade for 43 times projected 2022 earnings.\nT. Rowe Price’s Spencer views Trex as worth the price, based on his view that it can generate sustainable annual revenue growth of 15% to 20%. Earnings are expected to climb by about 20% in 2022 and at a similar pace in the following years. “If you roll the clock forward three years, it doesn’t look as expensive,” he says.\nUpwork(UPWK), an online marketplace for freelance workers, is favored by Baillie Gifford’s Brodie, who says it offers a play on the greater acceptance of freelancers by businesses.\nThe shares, recently around $44, aren’t cheap. Upwork is valued at $5.7 billion, or more than 10 times this year’s projected sales of nearly $500 million. It operates at a slight loss.\nThe investment case is about rapid sales growth leading to ample earnings. Sales are expected to rise by 30%-plus this year and 25% for 2022.\n“Freelancers are more accepted by small to midsize business, but they’ve been frowned on by the HR departments at large businesses,” Brodie says. Upwork aims to change that perception by vetting its freelancers and by offering thousands of skill sets. “Upwork could become a trusted partner for an increasing number of enterprise-grade partners,” he says.","news_type":1,"symbols_score_info":{"VAC":0.9,"STAA":0.9,"UPWK":0.9,"JBHT":0.9,"AMRS":0.9,"TREX":0.9,"AMED":0.9,"SFIX":0.9,"BAH":0.9,"SITE":0.9}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805798924,"gmtCreate":1627904937968,"gmtModify":1703497550374,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805798924","repostId":"1148493066","repostType":4,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152632148,"gmtCreate":1625286641384,"gmtModify":1703740014870,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Damn","listText":"Damn","text":"Damn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/152632148","repostId":"1188153141","repostType":4,"repost":{"id":"1188153141","kind":"news","pubTimestamp":1625276221,"share":"https://ttm.financial/m/news/1188153141?lang=&edition=fundamental","pubTime":"2021-07-03 09:37","market":"us","language":"en","title":"Suze Orman worries about a market crash — here's what you should do","url":"https://stock-news.laohu8.com/highlight/detail?id=1188153141","media":"MoneyWise","summary":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for th","content":"<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.</p>\n<p>That clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.</p>\n<p>And a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.</p>\n<p>Here’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.</p>\n<p><b>What does Suze Orman think?</b></p>\n<p><img src=\"https://static.tigerbbs.com/be8dc3ad363faad96bc575a22235562d\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Mediapunch/Shutterstock</p>\n<p>Suze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.</p>\n<p>“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”</p>\n<p>While investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.</p>\n<p>And even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.</p>\n<p>What's more, she feels it’s just been too long since the last crash to stay this high much longer.</p>\n<p>“This reminds me of 2000 all over again,” Orman says.</p>\n<p><b>The Buffett Indicator</b></p>\n<p><img src=\"https://static.tigerbbs.com/44ada32ecadcc4581fed208f4f4e4d53\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Larry W Smith/EPA/Shutterstock</p>\n<p>One metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.</p>\n<p>But the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.</p>\n<p>And those in the know are wondering if it's a sign that we’re about to see a hard fall.</p>\n<p>How to prepare for a crash<img src=\"https://static.tigerbbs.com/1ad912a6b4611d9e39b46d2851c78c9e\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">Freedomz / Shutterstock</p>\n<p>Orman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.</p>\n<p><b>1. Buy low</b></p>\n<p>Part of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.</p>\n<p>“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”</p>\n<p>She points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.</p>\n<p>Because you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.</p>\n<p><b>2. Invest on a schedule</b></p>\n<p><img src=\"https://static.tigerbbs.com/e4102f8a6d5002090743b1cbded32ef9\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">katjen / Shutterstock</p>\n<p>While she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.</p>\n<p>She wants casual investors to not get caught up in the daily ups and downs of the market.</p>\n<p>In fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.</p>\n<p>“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”</p>\n<p>She suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.</p>\n<p>This kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.</p>\n<p>There are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.</p>\n<p><b>3. Diversify with fractional shares</b></p>\n<p>To help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.</p>\n<p>Orman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.</p>\n<p>With the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.</p>\n<p>“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”</p>\n<p>“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”</p>\n<p><b>What else you can do</b></p>\n<p><img src=\"https://static.tigerbbs.com/5e79c6fd1f8fa6e3a7c3a6c94f1e14b5\" tg-width=\"703\" tg-height=\"293\" referrerpolicy=\"no-referrer\">goodluz / Shutterstock</p>\n<p>Whether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.</p>\n<p>First, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.</p>\n<p>Then, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.</p>\n<p>That will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.</p>\n<p>If you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.</p>\n<p>While everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.</p>","source":"lsy1621813427262","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>Suze Orman worries about a market crash — here's what you should do</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\">\nSuze Orman worries about a market crash — here's what you should do\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 09:37 GMT+8 <a href=https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html><strong>MoneyWise</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to ...</p>\n\n<a href=\"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html\">Web 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","SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://finance.yahoo.com/news/suze-orman-worries-market-crash-220000108.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188153141","content_text":"As stock markets continue setting records, fallout from COVID-19 continues to create problems for the economy.\nThat clash has worried investing experts, including Suze Orman, who's gone so far as to say she’s now preparing for an inevitable market crash.\nAnd a famous measurement popularized by Warren Buffett — known as the Buffett Indicator — shows Orman might be onto something.\nHere’s an explanation of where the concern is coming from and some techniques you can use tokeep your investment portfolio growingeven if the market goes south.\nWhat does Suze Orman think?\nMediapunch/Shutterstock\nSuze Orman has avidly watched the market for decades. She knows ups and downs are to be expected, but what she’s seeing happen with investment fads like GameStop has her concerned.\n“I don’t like what I see happening in the market right now,” Orman said in a video for CNBC. “The economy has been horrible, but the stock market has been going.”\nWhile investing is as easy now asusing a smartphone app, Orman is concerned about where we can go from these record highs.\nAnd even with stimulus checks, which are still going out, and the real estate market breaking its own records last year, Orman worries about what will come with the coronavirus — especially as new variants continue to pop up.\nWhat's more, she feels it’s just been too long since the last crash to stay this high much longer.\n“This reminds me of 2000 all over again,” Orman says.\nThe Buffett Indicator\nLarry W Smith/EPA/Shutterstock\nOne metric Warren Buffett uses to assess the market so regularly that it’s been named after him has been flashing red for long enough that market watchers are starting to wonder if it’s an outdated tool.\nBut the Buffett Indicator, a measurement of the ratio of the stock market’s total value against U.S. economic output, continues to climb to previously unseen levels.\nAnd those in the know are wondering if it's a sign that we’re about to see a hard fall.\nHow to prepare for a crashFreedomz / Shutterstock\nOrman has three recommendations for setting up a simple investment strategy to help you successfully navigate any sharp turns in the market.\n1. Buy low\nPart of what upsets Orman so much about the furor over meme stocks like GameStop is it goes completely against the average investor’s interests.\n“All of you have your heads screwed on backwards,” she says. “All you want is for these markets to go up and up and up. What good is that going to do you?”\nShe points out the only extra money most people have goes towardinvesting for retirementin their 401(k) or IRA plans.\nBecause you probably don’t plan to touch that money for decades, the best long-term strategy is to buy low. That way, your dollar will go much further now, leaving plenty of room for growth over the next 20, 30 or 40 years.\n2. Invest on a schedule\nkatjen / Shutterstock\nWhile she prefers to buy low, Orman doesn’t recommend you stop investing completely when the market goes up.\nShe wants casual investors to not get caught up in the daily ups and downs of the market.\nIn fact, cheering for downturns now may be your best bet at getting a larger piece of very profitable investments — like some lucky investors were able to do back in 2007 and 2008.\n“When the market went down, down, down you could buy things at nothing,” says Orman. “And now look at them 15 years later.”\nShe suggests you set up a dollar-cost averaging strategy, which means you invest your money in equal portions at regular intervals, regardless of the market’s fluctuations.\nThis kind of approach is easy to implement with any of the many investing apps currently available to DIY investors.\nThere are even apps that willautomatically invest your spare changeby rounding up your debit and credit card purchases to the nearest dollar.\n3. Diversify with fractional shares\nTo help weather dips in specific corners of the market, Orman suggests you diversify your investments — balance your portfolio with investments in many different types of assets and sectors of the economy.\nOrman particularly recommends fractional-share investing. This approach allows you to buy a slice of a share for a big-name company that you otherwise wouldn’t be able to afford.\nWith the help of apopular stock-trading tool, anyone at any budget can afford the fractional share strategy.\n“The sooner you begin, the more money you will have,” says Orman. “Just don’t stop, and when these markets go down, you should be so happy because your dollars find more shares.”\n“And the more shares you have, the more money you’ll have 20, 40, 50 years from now.”\nWhat else you can do\ngoodluz / Shutterstock\nWhether or not a big crash is around the corner, investors who are still decades out from retirement can make that work for them, Orman said in theCNBC video.\nFirst, prepare for the worst and hope for the best. Since the onset of the pandemic, Orman now recommends everyone have an emergency fund that can cover their expenses for a full year.\nThen, to set yourself up fora comfortable retirement, she suggests you opt for a Roth account, whether that’s a 401(k) or IRA.\nThat will help you avoid paying tax when you take money out of your retirement account because your contributions to a Roth account are made after tax. Traditional IRAs, on the other hand, aren’t taxed when you make contributions, so you’ll end up paying later.\nIf you find you need a little more guidance, working with aprofessional financial adviser, can help point you in the right direction so you can confidently ride out any market volatility.\nWhile everyone else is veering off course or overcorrecting, you’ll be firmly in the driver’s seat with your sunset years planned for.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581742160042398","authorId":"3581742160042398","name":"Ben1978","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581742160042398","idStr":"3581742160042398"},"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912815419,"gmtCreate":1664795932331,"gmtModify":1676537509565,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9912815419","repostId":"1155372857","repostType":4,"repost":{"id":"1155372857","kind":"news","pubTimestamp":1664787183,"share":"https://ttm.financial/m/news/1155372857?lang=&edition=fundamental","pubTime":"2022-10-03 16:53","market":"us","language":"en","title":"Tesla, NIO, XPeng, Li Auto, Credit Suisse And More: U.S. Stocks To Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1155372857","media":"Benzinga","summary":"With US stock futures trading mixed this morning on Monday, some of the stocks that may grab investo","content":"<div>\n<p>With US stock futures trading mixed this morning on Monday, some of the stocks that may grab investor focus today are as follows:Credit Suisse Group AG’s new chief has asked investors for less than ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29112985/tesla-nio-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n","source":"lsy1606299360108","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>Tesla, NIO, XPeng, Li Auto, Credit Suisse And More: U.S. Stocks To Watch</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\">\nTesla, NIO, XPeng, Li Auto, Credit Suisse And More: U.S. Stocks To Watch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-03 16:53 GMT+8 <a href=https://www.benzinga.com/news/earnings/22/10/29112985/tesla-nio-and-3-stocks-to-watch-heading-into-monday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With US stock futures trading mixed this morning on Monday, some of the stocks that may grab investor focus today are as follows:Credit Suisse Group AG’s new chief has asked investors for less than ...</p>\n\n<a href=\"https://www.benzinga.com/news/earnings/22/10/29112985/tesla-nio-and-3-stocks-to-watch-heading-into-monday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车","TSLA":"特斯拉","NTZ":"纳图兹家具","XPEV":"小鹏汽车","ED":"爱迪生联合电气","NIO":"蔚来"},"source_url":"https://www.benzinga.com/news/earnings/22/10/29112985/tesla-nio-and-3-stocks-to-watch-heading-into-monday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155372857","content_text":"With US stock futures trading mixed this morning on Monday, some of the stocks that may grab investor focus today are as follows:Credit Suisse Group AG’s new chief has asked investors for less than 100 days to deliver a new turnaround strategy. Turbulent markets are making that feel like a long time. Stocks crashed over 6% in premarket trading.XPeng recorded monthly deliveries in September of 8,468 Smart EVs, total deliveries in the third quarter 2022 reached 29,570, representing a 15% increase year-over-year. Stocks slid over 2% in premarket trading.Li Auto delivered 11,531 vehicles in September 2022, up 62.5% year over year. It brought the Company’s third quarter deliveries to 26,524, representing a 5.6% year-over-year increase. Stocks slid nearly 1% in premarket trading.Tesla, Inc. announced that third-quarter deliveries rose to a record level after the previous quarter’s production-induced setback. Tesla said it sold 343,830 cars in the third quarter, the company said in a statement on Sunday. This represented a nearly 35% increase from the 254,695 units sold in the second quarter. Tesla shares fell 5.4% to $251.05 in pre-market trading.NIO Inc. said it delivered 10,878 vehicles in September, comprising 7,729 SUVs, and 3,149 sedans. The company delivered 31,607 vehicles in the third quarter, surging by 29.3% year-over-year. NIO shares fell 0.4% to $15.70 in pre-market trading.Natuzzi S.p.A. reported a loss of €0.02 per share for the second quarter. Its consolidated revenue rose 7.8% to €116.9 million. Natuzzi shares fell 1.7% to close at $6.20 on Friday.Consolidated Edison, Inc. agreed to sell renewable energy subsidiaries to RWE Renewables Americas, LLC in a transaction valued at $6.8 billion.Altice USA, Inc. named Dennis Mathew as its Chief Executive Officer, effective October 3, 2022. Altice USA shares gained 1.2% to $5.90 in pre-market trading.","news_type":1,"symbols_score_info":{"ATUS":0.9,"XPEV":0.9,"TSLA":0.9,"LI":0.9,"NIO":0.9,"CS":0.9,"NTZ":0.9,"ED":0.9}},"isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9937790935,"gmtCreate":1663497237427,"gmtModify":1676537279525,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9937790935","repostId":"2268672370","repostType":4,"repost":{"id":"2268672370","kind":"highlight","pubTimestamp":1663460267,"share":"https://ttm.financial/m/news/2268672370?lang=&edition=fundamental","pubTime":"2022-09-18 08:17","market":"us","language":"en","title":"Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know","url":"https://stock-news.laohu8.com/highlight/detail?id=2268672370","media":"MarketWatch","summary":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate","content":"<html><head></head><body><p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hike</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b4166c0ac7b0bdf7caa1837ef618a67\" tg-width=\"700\" tg-height=\"487\" width=\"100%\" height=\"auto\"/><span>Fed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.</span></p><p>The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.</p><p>“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.</p><p>U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.</p><p>The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.</p><p>A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.</p><p>Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.</p><p>Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.</p><p>The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.</p><p>Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.</p><p>William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”</p><p>Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.</p><p>“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.</p><p>The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.</p><p>The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.</p><p>Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.</p><p>“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”</p><p>Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.</p><p>“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”</p></body></html>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know</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\">\nCan the Fed Tame Inflation Without Further Crushing the Stock Market? What Investors Need to Know\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-18 08:17 GMT+8 <a href=https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and ...</p>\n\n<a href=\"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/the-fed-isnt-trying-to-wreck-the-stock-market-as-it-wrestles-with-inflation-but-it-isnt-going-to-ride-to-the-rescue-11663366540?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2268672370","content_text":"Investors should brace for more volatility with policy makers expected to deliver another jumbo rate hikeFed Chair Jerome Powell says bringing down inflation will cause pain for households and businesses.The Federal Reserve isn’t trying to slam the stock market as it rapidly raises interest rates in its bid to slow inflation still running red hot — but investors need to be prepared for more pain and volatility because policy makers aren’t going to be cowed by a deepening selloff, investors and strategists said.“I don’t think they’re necessarily trying to drive inflation down by destroying stock prices or bond prices, but it is having that effect.” said Tim Courtney, chief investment officer at Exencial Wealth Advisors, in an interview.U.S. stocks fell sharply in the past week after hopes for a pronounced cooling in inflation were dashed by a hotter-than-expected August inflation reading. The data cemented expectations among fed-funds futures traders for a rate hike of at least 75 basis points when the Fed concludes its policy meeting on Sept. 21, with some traders and analysts looking for an increase of 100 basis points, or a full percentage point.The Dow Jones Industrial Average logged a 4.1% weekly fall, while the S&P 500 dropped 4.8% and the Nasdaq Composite suffered a 5.5% decline. The S&P 500 ended Friday below the 3,900 level viewed as an important area of technical support, with some chart watchers eyeing the potential for a test of the large-cap benchmark’s 2022 low at 3,666.77 set on June 16.A profit warning from global shipping giant and economic bellwether FedEx Corp. further stoked recession fears, contributing to stock-market losses on Friday.Treasurys also fell, with yield on the 2-year Treasury note soaring to a nearly 15-year high above 3.85% on expectations the Fed will continue pushing rates higher in coming months. Yields rise as prices fall.Investors are operating in an environment where the central bank’s need to rein in stubborn inflation is widely seen having eliminated the notion of a figurative “Fed put” on the stock market.The concept of a Fed put has been around since at least the October 1987 stock-market crash prompted the Alan Greenspan-led central bank to lower interest rates. An actual put option is a financial derivative that gives the holder the right but not the obligation to sell the underlying asset at a set level, known as the strike price, serving as an insurance policy against a market decline.Some economists and analysts have even suggested the Fed should welcome or even aim for market losses, which could serve to tighten financial conditions as investors scale back spending.William Dudley, the former president of the New York Fed, argued earlier this year that the central bank won’t get a handle on inflation that’s running near a 40-year high unless they make investors suffer. “It’s hard to know how much the Federal Reserve will need to do to get inflation under control,” wrote Dudley in a Bloomberg column in April. “But one thing is certain: to be effective, it’ll have to inflict more losses on stock and bond investors than it has so far.”Some market participants aren’t convinced. Aoifinn Devitt, chief investment officer at Moneta,said the Fed likely sees stock-market volatility as a byproduct of its efforts to tighten monetary policy, not an objective.“They recognize that stocks can be collateral damage in a tightening cycle,” but that doesn’t mean that stocks “have to collapse,” Devitt said.The Fed, however, is prepared to tolerate seeing markets decline and the economy slow and even tip into recession as it focuses on taming inflation, she said.The Federal Reserve held the fed funds target rate at a range of 0% to 0.25% between 2008 and 2015, as it dealt with the financial crisis and its aftermath. The Fed also cut rates to near zero again in March 2020 in response to the COVID-19 pandemic. With a rock-bottom interest rate, the Dow skyrocketed over 40%, while the large-cap index S&P 500 jumped over 60% between March 2020 and December 2021, according to Dow Jones Market Data.Investors got used to “the tailwind for over a decade with falling interest rates” while looking for the Fed to step in with its “put” should the going get rocky, said Courtney at Exencial Wealth Advisors.“I think (now) the Fed message is ‘you’re not gonna get this tailwind anymore’,” Courtney told MarketWatch on Thursday. “I think markets can grow, but they’re gonna have to grow on their own because the markets are like a greenhouse where the temperatures have to be kept at a certain level all day and all night, and I think that’s the message that markets can and should grow on their own without the greenhouse effect.”Meanwhile, the Fed’s aggressive stance means investors should be prepared for what may be a “few more daily stabs downward” that could eventually prove to be a “final big flush,” said Liz Young, head of investment strategy at SoFi, in a Thursday note.“This may sound odd, but if that happens swiftly, meaning within the next couple months, that actually becomes the bull case in my view,” she said. “It could be a quick and painful drop, resulting in a renewed move higher later in the year that’s more durable, as inflation falls more notably.”","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9907517289,"gmtCreate":1660217186843,"gmtModify":1703479173780,"author":{"id":"3574813808924805","authorId":"3574813808924805","name":"JemLIm","avatar":"https://static.tigerbbs.com/ee9608155c1d123b0bf9fc773916aac7","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574813808924805","idStr":"3574813808924805"},"themes":[],"htmlText":"Yup","listText":"Yup","text":"Yup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9907517289","repostId":"1103823286","repostType":4,"repost":{"id":"1103823286","kind":"news","pubTimestamp":1660231920,"share":"https://ttm.financial/m/news/1103823286?lang=&edition=fundamental","pubTime":"2022-08-11 23:32","market":"hk","language":"en","title":"Alibaba: More Bad News","url":"https://stock-news.laohu8.com/highlight/detail?id=1103823286","media":"Seeking Alpha","summary":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors should","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>Alibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.</li><li>Prospects for investing in Alibaba have significantly deteriorated in recent weeks.</li><li>Risk-averse investors may want to avoid the stock for the time being.</li></ul><p>Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.</p><p><b>The Valuation Misconception</b></p><p>Let me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.</p><p>While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.</p><p><img src=\"https://static.tigerbbs.com/f5d6db06c8da4548d2002f11348dc0e4\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>Now, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.</p><p>There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.</p><p><b>The Growth Slowdown</b></p><p>Moving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.</p><p>But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.</p><p><img src=\"https://static.tigerbbs.com/e2fe58214fe586338142e205e80429ea\" tg-width=\"637\" tg-height=\"437\" referrerpolicy=\"no-referrer\"/></p><p>Ycharts</p><p>This situation should again encourage investors to rethink their rationale for Alibaba.</p><p><b>The Delisting Risk</b></p><p>Lastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.</p><p>Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.</p><p>One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.</p><p>Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.</p><p><img src=\"https://static.tigerbbs.com/e429e60a44011b271d8005a772849ddd\" tg-width=\"640\" tg-height=\"328\" referrerpolicy=\"no-referrer\"/></p><p>Yahoo Finance</p><p><b>Final Thoughts</b></p><p>There's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.</p><p><img src=\"https://static.tigerbbs.com/44d14b4467c4d87ffa64fe2f60f01bb1\" tg-width=\"640\" tg-height=\"672\" referrerpolicy=\"no-referrer\"/></p><p>BusinessQuant.com</p><p>However, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. The stock seems tempting at current levels, but it's rife with issues.</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>Alibaba: More Bad News</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\">\nAlibaba: More Bad News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-11 23:32 GMT+8 <a href=https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent ...</p>\n\n<a href=\"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://seekingalpha.com/article/4532407-alibaba-more-bad-news?source=content_type%3Aall%7Cfirst_level_url%3Aportfolio%7Csection%3Aportfolio_content_unit%7Csection_asset%3Alatest%7Cline%3A3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103823286","content_text":"SummaryAlibaba's shares are trading at seemingly attractive valuation multiples but investors shouldn't fall into the trap.Prospects for investing in Alibaba have significantly deteriorated in recent weeks.Risk-averse investors may want to avoid the stock for the time being.Alibaba's (NYSE:BABA) (OTCPK:BABAF) shares are down over 50% in the last year and many investors are getting tempted to buy. The general rationale is that the stock has fallen enough already and that it should only rally on from here on out. While that might have been a compelling contrarian argument till a few weeks ago, it's now rife with problems, speculation and stretched assumptions. In this article, I'll explain why investors may want to avoid the value trap that Alibaba is gradually turning out to be. Let's take a closer look at it all.The Valuation MisconceptionLet me start by saying that Alibaba's shares are trading at just 2.1-times its trailing twelve-month sales. This is quite low, especially when considering that the stock used to trade at over 24-times its sales back in 2015. Given this steep discount compared to its own prior levels, contrarian investors have been arguing that the stock is attractively valued and that it doesn't have much downside potential left from current levels.While that sounds like a compelling argument, the problem here is that industry comparables are trading at even more attractive multiples. The chart below should put things in perspective. The X-axis plots the Price-to-Sales (or P/S) multiples for over 25 internet retail stocks that are listed on US bourses. Note how Alibaba is horizontally positioned slightly towards the right, indicating that its trading at levels that are marginally higher than the industry average.BusinessQuant.comNow, let's shift attention to the Y-axis, which plots the revenue growth rates for the same set of companies. Note how Alibaba is vertically positioned much lower than a broad swath of its other listed peers. This suggests that the stock is valued slightly higher than the industry average but its revenue growth rate is lower than most its peers in general. This implies that Alibaba's shares have room to correct further, in order to justify its subpar growth rate.There are at least 14 other stocks classified in the internet retail industry, that are growing faster than Alibaba but trading at lower P/S multiples. This disparity is all the more prominent when we consider that Alibaba's US-listed shares offer an ownership only in a shell company floated in Cayman Islands, whereas its other attractively-priced US-based peers offer ownership in actual companies. Because of this difference in the nature of securities, Alibaba's shares should ideally be trading at a discount compared to its US-based peers in the first place, but it's actually trading at a slight premium instead. This should encourage contrarian investors to reconsider their thesis for the e-commerce giant.The Growth SlowdownMoving on, the Chinese government hasn't hiked its interest rates in recent months, unlike the US. This suggests the Chinese economy will continue growing at a relatively faster pace and companies operating there should, at least in theory, thrive while other global economies stagnate and/or go into recession. This industry tailwind should indeed boost Alibaba's growth prospects and it's admittedly a silver lining in the whole contrarian narrative.But there's a problem here as well. Hindering consumer spending in Q3 may trigger a more profound slowdown for Alibaba and other similarly positioned Chinese e-commerce companies, negating the positives of low interest rates in the country. This is gradually reflected in the Street's forecasts - note how analysts have been gradually lowering their revenue estimates for the company in nearly every passing week.YchartsThis situation should again encourage investors to rethink their rationale for Alibaba.The Delisting RiskLastly, contrarian investors are hopeful that delisting fears pertaining to Alibaba are exaggerated and not really a matter of concern. However, the risk is very real. The SEC published a yet another list about 10 days ago, noting that Alibaba and 270 other Chinese companies will be forcefully delisted from US bourses if they don't open up for audit inspections.Chinese regulators had reassured investors earlier this year that they're going to work with the SEC and comply with their audit requirements, in order to prevent mass delisting of Chinese stocks from US bourses. But I've been warning investors that the regulators haven't been making any progress and the risk remains. The prospect of such progress seems even more unlikely now.One might argue that Alibaba is listed on Hong Kong bourses so a delisting in the US won't make a difference. But it will. The prospect of Alibaba's shares getting delisted in the US, is likely to prompt a mass selloff by institutional investors that have mandates to invest in only US stocks. Besides, the financial cost of owning Hong Kong-listed stocks is far higher for US citizens, so retail investors are likely to sell their shares too in large numbers.Moreover, it's not like Hong Kong-listed shares have been performing any better than their US-listed shares. Both the stocks have continuously declined for the better part of the past year and I expect the downtrend to continue in Hong Kong listed shares going forward as well, given the deteriorating growth prospects for Alibaba as a company and its stretched valuation in general.Yahoo FinanceFinal ThoughtsThere's no denying that Alibaba has grown its top line at a rapid rate in the past decade. The company has expanded its operations over time and its different revenue streams have all continued to grow over the years. This is a commendable feat and an enviable position to be in.BusinessQuant.comHowever, there are now several risks associated with investing in Alibaba, namely decelerating revenue growth, the risk of getting delisted from US exchanges and its relatively pricey valuations in general. So, risk-averse investors may want to avoid investing in Alibaba for the time being at least. 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