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2021-07-26

Good

Is IBM Stock Undervalued Or Overvalued? What To Consider

2021-08-14

Yeah my $ stuck at alibaba

If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money

2021-07-22

Oh [Sad]

Minerd Says U.S. Stocks Could Plunge 15% in ‘Very Rough’ Autumn

2021-07-07

Nice

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2021-06-30

Ok

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2021-07-08

Good

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2021-07-28

Ok

Wall St snaps five-day up streak as caution rises before tech earnings, Fed

2021-07-13

Final say

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2021-07-01

$Nokia Oyj(NOK)$Losing $

2021-06-30

Oh

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2021-07-19

Stay mysterious

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2021-07-15

End of year launch?

Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade

2021-07-13

SG stocks is …

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2021-07-11

Zoom zoom zoom

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2021-07-05

Thanks for the insights

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2021-08-03

Good buy

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2021-07-24

Cleverness

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2021-07-19

Ipo

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2021-07-16

Great

Dow jumps above 35,000 as retail sales top expectations

2021-07-15

Go baba go

Alibaba shares rises more than 2% in early trading

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?&nbsp;","listText":"Thanks ?&nbsp;","text":"Thanks ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837048560","repostId":"2161772199","repostType":4,"repost":{"id":"2161772199","kind":"highlight","pubTimestamp":1629790326,"share":"https://ttm.financial/m/news/2161772199?lang=en_US&edition=fundamental","pubTime":"2021-08-24 15:32","market":"us","language":"en","title":"These 15 stocks of retailers are expected to rise up to 97% over the next year","url":"https://stock-news.laohu8.com/highlight/detail?id=2161772199","media":"MarketWatch","summary":"Amazon is one of five that also make the list of those retailers expected to increase sales the fastest. Analysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.With so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their a","content":"<p>Amazon is one of five that also make the list of those retailers expected to increase sales the fastest</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ff482dd0b98ef3816dcbb572fa188c8\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"><span>Analysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.</span></p>\n<p>With so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their acts.</p>\n<p>Below are two lists of stocks of retailers, broadly defined by FactSet to include specialized companies such as Vroom Inc.&nbsp;and <a href=\"https://laohu8.com/S/CVNA\">Carvana Co.</a> , which sell (and buy) used cars online. The first list includes 15 stocks that analysts expect to rise the most over the next year, and the second list shows companies expected to increase their sales the most over the next two years.</p>\n<p>Two retailers that didn't make either list are Macy's Inc.&nbsp;and Target Corp.. Both are worth watching, although investors with shorter-term horizons may find them pricey.</p>\n<p>Shares of Macy's had nearly doubled for 2021 through last week. The stock popped 20% on Aug. 19, after the company reported with WHP Global to sell more Toys 'R' Us items in its stores. The stock closed at $22.39 on Aug. 20 -- a penny above the consensus 12-month price target among analysts polled by FactSet. Of course, analysts can change their estimates in light of recent news.</p>\n<p>Target's stock is up 49% this year. The company also reported a much-improved second quarter . Target's shares closed at $253.40 on Aug. 20, 10% below the consensus price target of $277.66.</p>\n<p><b>Analysts' favorite retail stocks</b></p>\n<p>Starting with the Russell 3000 Index , there are 124 stocks of companies in retail industries, according to FactSet's industry group descriptions. These include online retailers such as Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> and the direct used-auto retailers mentioned above.</p>\n<p>Among those stocks, 77 have stock-market values of at least $1 billion, are covered by at least five analysts polled by FactSet and have consensus sales and earnings estimates available through 2023.</p>\n<p>Here are the 15 stocks with majority \"buy\" or equivalent ratings that the analysts believe have the most upside potential over the next year:</p>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Share “buy” ratings</b></td>\n   <td><b>Closing price – Aug. 20</b></td>\n   <td><b>Consensus price target</b></td>\n   <td><b>Implied 12-month upside potential</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>67%</td>\n   <td>$25.02</td>\n   <td>$49.25</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>67%</td>\n   <td>$12.35</td>\n   <td>$24.31</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>100%</td>\n   <td>$69.58</td>\n   <td>$127.60</td>\n   <td>83%</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>88%</td>\n   <td>$21.26</td>\n   <td>$36.00</td>\n   <td>69%</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>67%</td>\n   <td>$159.01</td>\n   <td>$251.40</td>\n   <td>58%</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>75%</td>\n   <td>$22.59</td>\n   <td>$32.64</td>\n   <td>44%</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>64%</td>\n   <td>$328.51</td>\n   <td>$468.83</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>90%</td>\n   <td>$51.71</td>\n   <td>$72.38</td>\n   <td>40%</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>58%</td>\n   <td>$38.02</td>\n   <td>$52.11</td>\n   <td>37%</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>62%</td>\n   <td>$40.58</td>\n   <td>$54.89</td>\n   <td>35%</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>61%</td>\n   <td>$54.33</td>\n   <td>$72.35</td>\n   <td>33%</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>56%</td>\n   <td>$50.25</td>\n   <td>$65.71</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>98%</td>\n   <td>$3,199.95</td>\n   <td>$4,164.30</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>83%</td>\n   <td>$85.14</td>\n   <td>$110.67</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>64%</td>\n   <td>$32.37</td>\n   <td>$41.31</td>\n   <td>28%</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Using the same order, here are sales estimates for the group through 2023:</p>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year sales increase</b></td>\n   <td><b>Estimated revenue – 2021</b></td>\n   <td><b>Estimated revenue – 2022</b></td>\n   <td><b>Estimated revenue – 2023</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>117%</td>\n   <td>$3,060</td>\n   <td>$4,514</td>\n   <td>$6,652</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>65%</td>\n   <td>$447</td>\n   <td>$592</td>\n   <td>$736</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>17%</td>\n   <td>$2,830</td>\n   <td>$3,186</td>\n   <td>$3,321</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>175%</td>\n   <td>$200</td>\n   <td>$328</td>\n   <td>$550</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>11%</td>\n   <td>$13,480</td>\n   <td>$14,680</td>\n   <td>$15,025</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>14%</td>\n   <td>$1,342</td>\n   <td>$1,442</td>\n   <td>$1,536</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>41%</td>\n   <td>$21,902</td>\n   <td>$26,515</td>\n   <td>$30,801</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>15%</td>\n   <td>$1,706</td>\n   <td>$1,781</td>\n   <td>$1,962</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>4%</td>\n   <td>$3,680</td>\n   <td>$3,847</td>\n   <td>$3,841</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>11%</td>\n   <td>$6,066</td>\n   <td>$6,531</td>\n   <td>$6,725</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>24%</td>\n   <td>$5,017</td>\n   <td>$5,752</td>\n   <td>$6,205</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>34%</td>\n   <td>$12,390</td>\n   <td>$14,196</td>\n   <td>$16,569</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>38%</td>\n   <td>$476,170</td>\n   <td>$563,466</td>\n   <td>$657,295</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>13%</td>\n   <td>$1,504</td>\n   <td>$1,581</td>\n   <td>$1,706</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>17%</td>\n   <td>$4,917</td>\n   <td>$5,355</td>\n   <td>$5,742</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>The estimates are for calendar years, but note that many retailers' fiscal years don't match the calendar.</p>\n<p>Also using the same list, here are estimates for earnings per share through 2023:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year EPS change</b></td>\n   <td><b>Estimated EPS – 2021</b></td>\n   <td><b>Estimated EPS – 2022</b></td>\n   <td><b>Estimated EPS – 2023</b></td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>N/A</td>\n   <td>-$2.50</td>\n   <td>-$2.45</td>\n   <td>-$2.24</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>N/A</td>\n   <td>-$2.05</td>\n   <td>-$1.35</td>\n   <td>-$1.00</td>\n  </tr>\n  <tr>\n   <td>Overstock.com Inc.OSTK</td>\n   <td>-4%</td>\n   <td>$2.56</td>\n   <td>$2.73</td>\n   <td>$2.46</td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>N/A</td>\n   <td>-$1.23</td>\n   <td>-$0.42</td>\n   <td>-$0.23</td>\n  </tr>\n  <tr>\n   <td>Group 1 Automotive Inc.GPI</td>\n   <td>-19%</td>\n   <td>$30.30</td>\n   <td>$28.09</td>\n   <td>$24.61</td>\n  </tr>\n  <tr>\n   <td>Leslie’s Inc.LESL</td>\n   <td>16%</td>\n   <td>$0.85</td>\n   <td>$0.90</td>\n   <td>$0.98</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>-2%</td>\n   <td>$33.22</td>\n   <td>$31.61</td>\n   <td>$32.59</td>\n  </tr>\n  <tr>\n   <td>IAA Inc.IAA</td>\n   <td>19%</td>\n   <td>$2.33</td>\n   <td>$2.44</td>\n   <td>$2.76</td>\n  </tr>\n  <tr>\n   <td>Abercrombie &amp; Fitch Co. Class AANF</td>\n   <td>-10%</td>\n   <td>$3.16</td>\n   <td>$3.18</td>\n   <td>$2.85</td>\n  </tr>\n  <tr>\n   <td>Tapestry Inc.TPR</td>\n   <td>22%</td>\n   <td>$3.17</td>\n   <td>$3.55</td>\n   <td>$3.85</td>\n  </tr>\n  <tr>\n   <td>Capri Holdings Ltd.CPRI</td>\n   <td>53%</td>\n   <td>$3.93</td>\n   <td>$5.17</td>\n   <td>$5.99</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>7%</td>\n   <td>$7.03</td>\n   <td>$7.37</td>\n   <td>$7.52</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>74%</td>\n   <td>$53.15</td>\n   <td>$67.39</td>\n   <td>$92.34</td>\n  </tr>\n  <tr>\n   <td>Hibbett Inc.HIBB</td>\n   <td>13%</td>\n   <td>$8.89</td>\n   <td>$8.88</td>\n   <td>$10.04</td>\n  </tr>\n  <tr>\n   <td>American Eagle Outfitters Inc.AEO</td>\n   <td>34%</td>\n   <td>$1.97</td>\n   <td>$2.33</td>\n   <td>$2.63</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>For three of the companies, the expected two-year change in EPS is \"N/A\" because estimated earnings for 2021 or 2023, or both, are negative.</p>\n<p><b>Fastest expected sales increases</b></p>\n<p>Starting again with the 77 retailers that have market capitalizations of at least $1 billion and are covered by at least five analysts polled by FactSet, here are the 15 expected to increase their sales the most over the next two years:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year sales increase</b></td>\n   <td><b>Estimated revenue – 2021</b></td>\n   <td><b>Estimated revenue – 2022</b></td>\n   <td><b>Estimated revenue – 2023</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>175%</td>\n   <td>$200</td>\n   <td>$328</td>\n   <td>$550</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>117%</td>\n   <td>$3,060</td>\n   <td>$4,514</td>\n   <td>$6,652</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>76%</td>\n   <td>$11,775</td>\n   <td>$15,468</td>\n   <td>$20,680</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>65%</td>\n   <td>$447</td>\n   <td>$592</td>\n   <td>$736</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>47%</td>\n   <td>$818</td>\n   <td>$1,004</td>\n   <td>$1,206</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>47%</td>\n   <td>$2,280</td>\n   <td>$2,747</td>\n   <td>$3,351</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>46%</td>\n   <td>$3,339</td>\n   <td>$4,007</td>\n   <td>$4,874</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>41%</td>\n   <td>$2,717</td>\n   <td>$3,264</td>\n   <td>$3,841</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>41%</td>\n   <td>$2,240</td>\n   <td>$2,622</td>\n   <td>$3,161</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>41%</td>\n   <td>$21,902</td>\n   <td>$26,515</td>\n   <td>$30,801</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>39%</td>\n   <td>$14,393</td>\n   <td>$17,228</td>\n   <td>$20,049</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>38%</td>\n   <td>$476,170</td>\n   <td>$563,466</td>\n   <td>$657,295</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>37%</td>\n   <td>$5,804</td>\n   <td>$6,877</td>\n   <td>$7,963</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>34%</td>\n   <td>$12,390</td>\n   <td>$14,196</td>\n   <td>$16,569</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>26%</td>\n   <td>$1,868</td>\n   <td>$2,088</td>\n   <td>$2,363</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FacSet</p>\n<p>Only five companies make both this list and that with the most implied upside potential for their stock price: ChargePoint Holdings Inc. (CHPT), Vroom, RealReal Inc. <a href=\"https://laohu8.com/S/REAL\">$(REAL)$</a>, Lithia Motors Inc. <a href=\"https://laohu8.com/S/LAD\">$(LAD)$</a>, Amazon and Sonic Automotive Inc. <a href=\"https://laohu8.com/S/SAH\">$(SAH)$</a>.</p>\n<p>Here are EPS estimates for the list of best expected sales growers, using the same order as those with the fastest expected sales growth:</p>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Expected two-year earnings increase</b></td>\n   <td><b>Estimated EPS – 2021</b></td>\n   <td><b>Estimated EPS – 2022</b></td>\n   <td><b>Estimated EPS – 2023</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>N/A</td>\n   <td>-$1.23</td>\n   <td>-$0.42</td>\n   <td>-$0.23</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>N/A</td>\n   <td>-$2.50</td>\n   <td>-$2.45</td>\n   <td>-$2.24</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>N/A</td>\n   <td>-$1.12</td>\n   <td>-$0.30</td>\n   <td>$1.70</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>N/A</td>\n   <td>-$2.05</td>\n   <td>-$1.35</td>\n   <td>-$1.00</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>46%</td>\n   <td>$1.02</td>\n   <td>$1.19</td>\n   <td>$1.49</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>62%</td>\n   <td>$3.03</td>\n   <td>$3.52</td>\n   <td>$4.90</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>45%</td>\n   <td>$2.46</td>\n   <td>$2.88</td>\n   <td>$3.56</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>45%</td>\n   <td>$4.57</td>\n   <td>$5.60</td>\n   <td>$6.64</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>N/A</td>\n   <td>-$0.42</td>\n   <td>-$0.24</td>\n   <td>$0.43</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>-2%</td>\n   <td>$33.22</td>\n   <td>$31.61</td>\n   <td>$32.59</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>113%</td>\n   <td>$3.27</td>\n   <td>$4.74</td>\n   <td>$6.97</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>74%</td>\n   <td>$53.15</td>\n   <td>$67.39</td>\n   <td>$92.34</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>50%</td>\n   <td>$6.73</td>\n   <td>$8.33</td>\n   <td>$10.08</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>7%</td>\n   <td>$7.03</td>\n   <td>$7.37</td>\n   <td>$7.52</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>23%</td>\n   <td>$2.93</td>\n   <td>$3.24</td>\n   <td>$3.61</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<p>Here’s a summary of analysts’ opinion about the list of best expected sales growers, also in the same order:</p>\n<table>\n <tbody></tbody>\n</table>\n<table>\n <tbody>\n  <tr></tr>\n </tbody>\n</table>\n<table>\n <tbody>\n  <tr>\n   <td><b>Company</b></td>\n   <td><b>Share “buy” ratings</b></td>\n   <td><b>Closing price – Aug. 20</b></td>\n   <td><b>Consensus price target</b></td>\n   <td><b>Implied 12-month upside potential</b></td>\n  </tr>\n  <tr>\n   <td>ChargePoint Holdings Inc. Class ACHPT</td>\n   <td>88%</td>\n   <td>$21.26</td>\n   <td>$36.00</td>\n   <td>69%</td>\n  </tr>\n  <tr>\n   <td>Vroom Inc.VRM</td>\n   <td>67%</td>\n   <td>$25.02</td>\n   <td>$49.25</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Carvana Co. Class ACVNA</td>\n   <td>58%</td>\n   <td>$349.76</td>\n   <td>$379.09</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>RealReal Inc.REAL</td>\n   <td>67%</td>\n   <td>$12.35</td>\n   <td>$24.31</td>\n   <td>97%</td>\n  </tr>\n  <tr>\n   <td>Revolve Group, Inc Class ARVLV</td>\n   <td>71%</td>\n   <td>$57.68</td>\n   <td>$70.67</td>\n   <td>23%</td>\n  </tr>\n  <tr>\n   <td>Etsy Inc.ETSY</td>\n   <td>76%</td>\n   <td>$199.27</td>\n   <td>$215.93</td>\n   <td>8%</td>\n  </tr>\n  <tr>\n   <td>Floor &amp; Decor Holdings Inc. Class AFND</td>\n   <td>87%</td>\n   <td>$117.75</td>\n   <td>$136.36</td>\n   <td>16%</td>\n  </tr>\n  <tr>\n   <td>Five Below Inc.FIVE</td>\n   <td>67%</td>\n   <td>$225.11</td>\n   <td>$232.70</td>\n   <td>3%</td>\n  </tr>\n  <tr>\n   <td>Stitch Fix Inc. Class ASFIX</td>\n   <td>38%</td>\n   <td>$39.71</td>\n   <td>$62.13</td>\n   <td>56%</td>\n  </tr>\n  <tr>\n   <td>Lithia Motors Inc.LAD</td>\n   <td>64%</td>\n   <td>$328.51</td>\n   <td>$468.83</td>\n   <td>43%</td>\n  </tr>\n  <tr>\n   <td>Wayfair Inc. Class AW</td>\n   <td>50%</td>\n   <td>$290.52</td>\n   <td>$324.64</td>\n   <td>12%</td>\n  </tr>\n  <tr>\n   <td>Amazon.com Inc.AMZN</td>\n   <td>98%</td>\n   <td>$3,199.95</td>\n   <td>$4,164.30</td>\n   <td>30%</td>\n  </tr>\n  <tr>\n   <td>Lululemon Athletica Inc.LULU</td>\n   <td>67%</td>\n   <td>$397.83</td>\n   <td>$401.63</td>\n   <td>1%</td>\n  </tr>\n  <tr>\n   <td>Sonic Automotive Inc. Class ASAH</td>\n   <td>56%</td>\n   <td>$50.25</td>\n   <td>$65.71</td>\n   <td>31%</td>\n  </tr>\n  <tr>\n   <td>Ollie’s Bargain Outlet Holdings Inc.OLLI</td>\n   <td>50%</td>\n   <td>$82.70</td>\n   <td>$98.00</td>\n   <td>19%</td>\n  </tr>\n </tbody>\n</table>\n<p>Source: FactSet</p>\n<table>\n <tbody></tbody>\n</table>\n<p>If you see any stocks of interest here, you should do your own research and form your own opinion about the companies’ long-term strategies before considering an investment.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 15 stocks of retailers are expected to rise up to 97% over the next year</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; 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}\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 15 stocks of retailers are expected to rise up to 97% over the next year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 15:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon is one of five that also make the list of those retailers expected to increase sales the fastest\nAnalysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"M":"梅西百货","CHPT":"ChargePoint Holdings Inc.","TERN":"Terns Pharmaceuticals, Inc.","CRCT":"Cricut, Inc.","SAH":"索尼克汽车","VRM":"Vroom, Inc.","CVNA":"Carvana Co.","AMZN":"亚马逊","TGT":"塔吉特","LAD":"利西亚车行"},"source_url":"https://www.marketwatch.com/story/these-15-stocks-of-retailers-are-expected-to-rise-up-to-97-over-the-next-year-11629745985?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161772199","content_text":"Amazon is one of five that also make the list of those retailers expected to increase sales the fastest\nAnalysts polled by FactSet expect shares of Vroom, which sells used cars directly to consumers, to rise 97% over the next 12 months.\nWith so many challenges for traditional retailers, investors can be forgiven for giving up on the entire sector. But there is money to be made if you focus on innovative sellers and maybe even on traditional brick-and-mortar retailers that are cleaning up their acts.\nBelow are two lists of stocks of retailers, broadly defined by FactSet to include specialized companies such as Vroom Inc. and Carvana Co. , which sell (and buy) used cars online. The first list includes 15 stocks that analysts expect to rise the most over the next year, and the second list shows companies expected to increase their sales the most over the next two years.\nTwo retailers that didn't make either list are Macy's Inc. and Target Corp.. Both are worth watching, although investors with shorter-term horizons may find them pricey.\nShares of Macy's had nearly doubled for 2021 through last week. The stock popped 20% on Aug. 19, after the company reported with WHP Global to sell more Toys 'R' Us items in its stores. The stock closed at $22.39 on Aug. 20 -- a penny above the consensus 12-month price target among analysts polled by FactSet. Of course, analysts can change their estimates in light of recent news.\nTarget's stock is up 49% this year. The company also reported a much-improved second quarter . Target's shares closed at $253.40 on Aug. 20, 10% below the consensus price target of $277.66.\nAnalysts' favorite retail stocks\nStarting with the Russell 3000 Index , there are 124 stocks of companies in retail industries, according to FactSet's industry group descriptions. These include online retailers such as Amazon.com Inc. $(AMZN)$ and the direct used-auto retailers mentioned above.\nAmong those stocks, 77 have stock-market values of at least $1 billion, are covered by at least five analysts polled by FactSet and have consensus sales and earnings estimates available through 2023.\nHere are the 15 stocks with majority \"buy\" or equivalent ratings that the analysts believe have the most upside potential over the next year:\n\n\n\nCompany\nShare “buy” ratings\nClosing price – Aug. 20\nConsensus price target\nImplied 12-month upside potential\n\n\nVroom Inc.VRM\n67%\n$25.02\n$49.25\n97%\n\n\nRealReal Inc.REAL\n67%\n$12.35\n$24.31\n97%\n\n\nOverstock.com Inc.OSTK\n100%\n$69.58\n$127.60\n83%\n\n\nChargePoint Holdings Inc. Class ACHPT\n88%\n$21.26\n$36.00\n69%\n\n\nGroup 1 Automotive Inc.GPI\n67%\n$159.01\n$251.40\n58%\n\n\nLeslie’s Inc.LESL\n75%\n$22.59\n$32.64\n44%\n\n\nLithia Motors Inc.LAD\n64%\n$328.51\n$468.83\n43%\n\n\nIAA Inc.IAA\n90%\n$51.71\n$72.38\n40%\n\n\nAbercrombie & Fitch Co. Class AANF\n58%\n$38.02\n$52.11\n37%\n\n\nTapestry Inc.TPR\n62%\n$40.58\n$54.89\n35%\n\n\nCapri Holdings Ltd.CPRI\n61%\n$54.33\n$72.35\n33%\n\n\nSonic Automotive Inc. Class ASAH\n56%\n$50.25\n$65.71\n31%\n\n\nAmazon.com Inc.AMZN\n98%\n$3,199.95\n$4,164.30\n30%\n\n\nHibbett Inc.HIBB\n83%\n$85.14\n$110.67\n30%\n\n\nAmerican Eagle Outfitters Inc.AEO\n64%\n$32.37\n$41.31\n28%\n\n\n\nSource: FactSet\nUsing the same order, here are sales estimates for the group through 2023:\n\n\n\n\n\n\n\n\n\nCompany\nExpected two-year sales increase\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\n\n\nVroom Inc.VRM\n117%\n$3,060\n$4,514\n$6,652\n\n\nRealReal Inc.REAL\n65%\n$447\n$592\n$736\n\n\nOverstock.com Inc.OSTK\n17%\n$2,830\n$3,186\n$3,321\n\n\nChargePoint Holdings Inc. Class ACHPT\n175%\n$200\n$328\n$550\n\n\nGroup 1 Automotive Inc.GPI\n11%\n$13,480\n$14,680\n$15,025\n\n\nLeslie’s Inc.LESL\n14%\n$1,342\n$1,442\n$1,536\n\n\nLithia Motors Inc.LAD\n41%\n$21,902\n$26,515\n$30,801\n\n\nIAA Inc.IAA\n15%\n$1,706\n$1,781\n$1,962\n\n\nAbercrombie & Fitch Co. Class AANF\n4%\n$3,680\n$3,847\n$3,841\n\n\nTapestry Inc.TPR\n11%\n$6,066\n$6,531\n$6,725\n\n\nCapri Holdings Ltd.CPRI\n24%\n$5,017\n$5,752\n$6,205\n\n\nSonic Automotive Inc. Class ASAH\n34%\n$12,390\n$14,196\n$16,569\n\n\nAmazon.com Inc.AMZN\n38%\n$476,170\n$563,466\n$657,295\n\n\nHibbett Inc.HIBB\n13%\n$1,504\n$1,581\n$1,706\n\n\nAmerican Eagle Outfitters Inc.AEO\n17%\n$4,917\n$5,355\n$5,742\n\n\n\nSource: FactSet\nThe estimates are for calendar years, but note that many retailers' fiscal years don't match the calendar.\nAlso using the same list, here are estimates for earnings per share through 2023:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year EPS change\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\n\n\nVroom Inc.VRM\nN/A\n-$2.50\n-$2.45\n-$2.24\n\n\nRealReal Inc.REAL\nN/A\n-$2.05\n-$1.35\n-$1.00\n\n\nOverstock.com Inc.OSTK\n-4%\n$2.56\n$2.73\n$2.46\n\n\nChargePoint Holdings Inc. Class ACHPT\nN/A\n-$1.23\n-$0.42\n-$0.23\n\n\nGroup 1 Automotive Inc.GPI\n-19%\n$30.30\n$28.09\n$24.61\n\n\nLeslie’s Inc.LESL\n16%\n$0.85\n$0.90\n$0.98\n\n\nLithia Motors Inc.LAD\n-2%\n$33.22\n$31.61\n$32.59\n\n\nIAA Inc.IAA\n19%\n$2.33\n$2.44\n$2.76\n\n\nAbercrombie & Fitch Co. Class AANF\n-10%\n$3.16\n$3.18\n$2.85\n\n\nTapestry Inc.TPR\n22%\n$3.17\n$3.55\n$3.85\n\n\nCapri Holdings Ltd.CPRI\n53%\n$3.93\n$5.17\n$5.99\n\n\nSonic Automotive Inc. Class ASAH\n7%\n$7.03\n$7.37\n$7.52\n\n\nAmazon.com Inc.AMZN\n74%\n$53.15\n$67.39\n$92.34\n\n\nHibbett Inc.HIBB\n13%\n$8.89\n$8.88\n$10.04\n\n\nAmerican Eagle Outfitters Inc.AEO\n34%\n$1.97\n$2.33\n$2.63\n\n\n\nSource: FactSet\nFor three of the companies, the expected two-year change in EPS is \"N/A\" because estimated earnings for 2021 or 2023, or both, are negative.\nFastest expected sales increases\nStarting again with the 77 retailers that have market capitalizations of at least $1 billion and are covered by at least five analysts polled by FactSet, here are the 15 expected to increase their sales the most over the next two years:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year sales increase\nEstimated revenue – 2021\nEstimated revenue – 2022\nEstimated revenue – 2023\n\n\nChargePoint Holdings Inc. Class ACHPT\n175%\n$200\n$328\n$550\n\n\nVroom Inc.VRM\n117%\n$3,060\n$4,514\n$6,652\n\n\nCarvana Co. Class ACVNA\n76%\n$11,775\n$15,468\n$20,680\n\n\nRealReal Inc.REAL\n65%\n$447\n$592\n$736\n\n\nRevolve Group, Inc Class ARVLV\n47%\n$818\n$1,004\n$1,206\n\n\nEtsy Inc.ETSY\n47%\n$2,280\n$2,747\n$3,351\n\n\nFloor & Decor Holdings Inc. Class AFND\n46%\n$3,339\n$4,007\n$4,874\n\n\nFive Below Inc.FIVE\n41%\n$2,717\n$3,264\n$3,841\n\n\nStitch Fix Inc. Class ASFIX\n41%\n$2,240\n$2,622\n$3,161\n\n\nLithia Motors Inc.LAD\n41%\n$21,902\n$26,515\n$30,801\n\n\nWayfair Inc. Class AW\n39%\n$14,393\n$17,228\n$20,049\n\n\nAmazon.com Inc.AMZN\n38%\n$476,170\n$563,466\n$657,295\n\n\nLululemon Athletica Inc.LULU\n37%\n$5,804\n$6,877\n$7,963\n\n\nSonic Automotive Inc. Class ASAH\n34%\n$12,390\n$14,196\n$16,569\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n26%\n$1,868\n$2,088\n$2,363\n\n\n\nSource: FacSet\nOnly five companies make both this list and that with the most implied upside potential for their stock price: ChargePoint Holdings Inc. (CHPT), Vroom, RealReal Inc. $(REAL)$, Lithia Motors Inc. $(LAD)$, Amazon and Sonic Automotive Inc. $(SAH)$.\nHere are EPS estimates for the list of best expected sales growers, using the same order as those with the fastest expected sales growth:\n\n\n\n\n\n\n\n\nCompany\nExpected two-year earnings increase\nEstimated EPS – 2021\nEstimated EPS – 2022\nEstimated EPS – 2023\n\n\nChargePoint Holdings Inc. Class ACHPT\nN/A\n-$1.23\n-$0.42\n-$0.23\n\n\nVroom Inc.VRM\nN/A\n-$2.50\n-$2.45\n-$2.24\n\n\nCarvana Co. Class ACVNA\nN/A\n-$1.12\n-$0.30\n$1.70\n\n\nRealReal Inc.REAL\nN/A\n-$2.05\n-$1.35\n-$1.00\n\n\nRevolve Group, Inc Class ARVLV\n46%\n$1.02\n$1.19\n$1.49\n\n\nEtsy Inc.ETSY\n62%\n$3.03\n$3.52\n$4.90\n\n\nFloor & Decor Holdings Inc. Class AFND\n45%\n$2.46\n$2.88\n$3.56\n\n\nFive Below Inc.FIVE\n45%\n$4.57\n$5.60\n$6.64\n\n\nStitch Fix Inc. Class ASFIX\nN/A\n-$0.42\n-$0.24\n$0.43\n\n\nLithia Motors Inc.LAD\n-2%\n$33.22\n$31.61\n$32.59\n\n\nWayfair Inc. Class AW\n113%\n$3.27\n$4.74\n$6.97\n\n\nAmazon.com Inc.AMZN\n74%\n$53.15\n$67.39\n$92.34\n\n\nLululemon Athletica Inc.LULU\n50%\n$6.73\n$8.33\n$10.08\n\n\nSonic Automotive Inc. Class ASAH\n7%\n$7.03\n$7.37\n$7.52\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n23%\n$2.93\n$3.24\n$3.61\n\n\n\nSource: FactSet\nHere’s a summary of analysts’ opinion about the list of best expected sales growers, also in the same order:\n\n\n\n\n\n\n\n\n\n\n\nCompany\nShare “buy” ratings\nClosing price – Aug. 20\nConsensus price target\nImplied 12-month upside potential\n\n\nChargePoint Holdings Inc. Class ACHPT\n88%\n$21.26\n$36.00\n69%\n\n\nVroom Inc.VRM\n67%\n$25.02\n$49.25\n97%\n\n\nCarvana Co. Class ACVNA\n58%\n$349.76\n$379.09\n8%\n\n\nRealReal Inc.REAL\n67%\n$12.35\n$24.31\n97%\n\n\nRevolve Group, Inc Class ARVLV\n71%\n$57.68\n$70.67\n23%\n\n\nEtsy Inc.ETSY\n76%\n$199.27\n$215.93\n8%\n\n\nFloor & Decor Holdings Inc. Class AFND\n87%\n$117.75\n$136.36\n16%\n\n\nFive Below Inc.FIVE\n67%\n$225.11\n$232.70\n3%\n\n\nStitch Fix Inc. Class ASFIX\n38%\n$39.71\n$62.13\n56%\n\n\nLithia Motors Inc.LAD\n64%\n$328.51\n$468.83\n43%\n\n\nWayfair Inc. Class AW\n50%\n$290.52\n$324.64\n12%\n\n\nAmazon.com Inc.AMZN\n98%\n$3,199.95\n$4,164.30\n30%\n\n\nLululemon Athletica Inc.LULU\n67%\n$397.83\n$401.63\n1%\n\n\nSonic Automotive Inc. Class ASAH\n56%\n$50.25\n$65.71\n31%\n\n\nOllie’s Bargain Outlet Holdings Inc.OLLI\n50%\n$82.70\n$98.00\n19%\n\n\n\nSource: FactSet\n\n\n\nIf you see any stocks of interest here, you should do your own research and form your own opinion about the companies’ long-term strategies before considering an investment.","news_type":1,"symbols_score_info":{"CHPT":0.9,"TERN":0.9,"SAH":0.9,"M":0.9,"LAD":0.9,"TGT":0.9,"CRCT":0.9,"VRM":0.9,"CVNA":0.9,"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":2683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834971282,"gmtCreate":1629769267446,"gmtModify":1676530125042,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"The magic in Disney","listText":"The magic in Disney","text":"The magic in Disney","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834971282","repostId":"1102818813","repostType":4,"repost":{"id":"1102818813","kind":"news","pubTimestamp":1629712463,"share":"https://ttm.financial/m/news/1102818813?lang=en_US&edition=fundamental","pubTime":"2021-08-23 17:54","market":"us","language":"en","title":"3 Hot Stocks to Buy in August","url":"https://stock-news.laohu8.com/highlight/detail?id=1102818813","media":"Motley Fool","summary":"They're all growing at supercharged rates, but their stock prices haven't necessarily followed.","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Airbnb's flexible model gave it leverage over the past few months.</li>\n <li>Disney's parks are still not fully open, but they're recovering.</li>\n <li>Though Upstart is pricy, the company is growing fast.</li>\n</ul>\n<p></p>\n<p>August is the thick of the second-quarter earnings season. This year is particularly suspenseful as companies match up against the second quarter of 2020, where some of them got a huge pandemic boost, and others got a huge pandemic bashing. Many companies have bounced back big, topping 2019 numbers, and others have demonstrated lackluster growth in the face of tough comparisons.</p>\n<p>Investors have rewarded stocks accordingly. They sent&nbsp;<b>Home Depot</b>&nbsp;stock down this week after it posted weak comps after a huge surge last year,&nbsp;and they rewarded&nbsp;<b>Coca-Cola</b>&nbsp;in July after it posted a 42% revenue rise.</p>\n<p>But things are not quite that simple, and investors should focus on the long-term outlook when evaluating a stock. That's why I'm going with&nbsp;<b>Airbnb</b>(NASDAQ:ABNB),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Upstart Holdings</b>(NASDAQ:UPST)as hot stocks to buy this month. All three posted incredible growth in the second quarter, and they all have enormous upside.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff7742ea9a1fddeda35aa23b660efcdd\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: AIRBNB.</span></p>\n<p><b>Travel is back, and Airbnb is leading the way</b></p>\n<p>Airbnb already demonstrated signs of a comeback in the first quarter of 2021, with a 5% revenue increase&nbsp;after staggering declines in 2020. But the second quarter was just monstrous, with revenue increasing 299% and gross booking value increasing 320% year over year.</p>\n<p>That's way better than a simple pandemic comparison. And all the reasons it made such a fierce recovery are the same ones why it has so much potential to stay ahead of traditional travel and widen its lead. Most of those reasons flow from the same source: its adaptive and flexible model. That means that as travel shifts, Airbnb shifts along with it.</p>\n<p>As signs of recovery come into view, that became visible in a few ways. One was an increase in stays of a month or more. More people are using Airbnb rentals as a home rather than a vacation, which isn't nearly as feasible in&nbsp;traditional travel accommodations. Another is customers branching out into off-the-beaten-path destinations. That's also more challenging with standard hotels, which you can't always find in far-flung locations.</p>\n<p>One way to see Airbnb's strength is how it turns it's nights booked into revenue. Nights booked increased 197% in Q2 year over year, and they decreased 1% from 2019. But Airbnb's revenue skyrocketed past that number. That means it's making more money from its bookings, and it demonstrates resilience. It's also turning more of that revenue into profit, as net loss contracted from over $576 million in Q2 2020, and more than $1 billion in Q1 2021, to $68 million in Q2 2021.</p>\n<p>Despite what seemed like a breakout quarter, investors snubbed the&nbsp;travel company. That might be because it's already somewhat expensive, trading at almost 20 times sales. But that's typical for a growth company, and it shouldn't stop you from taking a position.</p>\n<p><b>Disney's back in action</b></p>\n<p>Disney, on the other hand, is a perpetual crowd pleaser, both in its parks and in the markets. And it came through big in the third quarter, growing revenue 45%. That reversed the 42% decline in Q3 2020, despite parks functioning at limited capacity and other experiences still not running at all. All told, third-quarter sales came in just 16% below the same period of 2019, before the start of the coronavirus pandemic</p>\n<p>Parks revenue rebounded with a more than 300% increase in Q3, or about two-thirds of the 2019 metric, and it accounted for about a quarter of the company's total sales. Media and entertainment distribution, the newly structured content-based segment, increased 18%. Streaming remained the most aggressive revenue driver in Q3, reaching almost 174 million accounts for Disney+, Hulu, and ESPN+ and topping estimates.</p>\n<p>The compelling story for Disney stock comes from all of its businesses combined. There simply isn't another media company on the global scene that combines best-in-class parks and resorts with an unrivaled film library. CEO Bob Chapek has promised lots of new content, including Marvel and Star Wars series that are likely to be big winners and drive membership.</p>\n<p>Disney stock is down 3% year to date as of this writing, but there's so much upside to unlock for the top stock in the entertainment sector.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f65de12a8faaa8c437e2eeaa6ada13\" tg-width=\"2000\" tg-height=\"1454\" width=\"100%\" height=\"auto\"><span>IMAGE SOURCE: GETTY IMAGES.</span></p>\n<p><b>Artificial intelligence for banking</b></p>\n<p>Despite a slow initial public offering in December, Upstart exploded into one of the hottest stocks on the market, gaining 420% year to date. Investors finally caught onto the company's vast potential offering an artificial intelligence platform for small banking clients.</p>\n<p>Upstart's platform evaluates customer creditworthiness based on thousands of data points for an accurate risk assessment. This results in more approvals, putting more money in the client bank's coffers with less risk involved, a true win-win.</p>\n<p>\"Our second-quarter results continue to show why Upstart has the potential to be among the world's largest and most impactful fintechs,\" Upstart CEO Dave Girouard said in the company's Q2 earnings release. That confidence is warranted when you see what kind of growth Upstart is experiencing.</p>\n<p>In&nbsp;the second quarter, revenue increased more than 1,000%, and loans originated increased more than 1,600%. It moved to a profit from a loss last year, and it expects similarly spectacular results in the third quarter.</p>\n<p>The only problem with Upstart stock is how expensive the stock has become over the past few months. It now trades at nearly 300 times trailing-12-month earnings. That's a hefty premium. Keep in mind, though, many of today's greatest all-time gainers have traded at such a premium at one time or another. So while it may take time for the stocks to catch up to this pricy valuation, the way things are going and look to be continuing, you'll still have a lot of bang for your buck.</p>\n<p></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>3 Hot Stocks to Buy in August</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Hot Stocks to Buy in August\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-23 17:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/22/3-hot-stocks-to-buy-in-august/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nAirbnb's flexible model gave it leverage over the past few months.\nDisney's parks are still not fully open, but they're recovering.\nThough Upstart is pricy, the company is growing fast.\n\n\n...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/22/3-hot-stocks-to-buy-in-august/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ABNB":"爱彼迎","DIS":"迪士尼","UPST":"Upstart Holdings, Inc."},"source_url":"https://www.fool.com/investing/2021/08/22/3-hot-stocks-to-buy-in-august/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102818813","content_text":"Key Points\n\nAirbnb's flexible model gave it leverage over the past few months.\nDisney's parks are still not fully open, but they're recovering.\nThough Upstart is pricy, the company is growing fast.\n\n\nAugust is the thick of the second-quarter earnings season. This year is particularly suspenseful as companies match up against the second quarter of 2020, where some of them got a huge pandemic boost, and others got a huge pandemic bashing. Many companies have bounced back big, topping 2019 numbers, and others have demonstrated lackluster growth in the face of tough comparisons.\nInvestors have rewarded stocks accordingly. They sent Home Depot stock down this week after it posted weak comps after a huge surge last year, and they rewarded Coca-Cola in July after it posted a 42% revenue rise.\nBut things are not quite that simple, and investors should focus on the long-term outlook when evaluating a stock. That's why I'm going with Airbnb(NASDAQ:ABNB),Walt Disney(NYSE:DIS), and Upstart Holdings(NASDAQ:UPST)as hot stocks to buy this month. All three posted incredible growth in the second quarter, and they all have enormous upside.\nIMAGE SOURCE: AIRBNB.\nTravel is back, and Airbnb is leading the way\nAirbnb already demonstrated signs of a comeback in the first quarter of 2021, with a 5% revenue increase after staggering declines in 2020. But the second quarter was just monstrous, with revenue increasing 299% and gross booking value increasing 320% year over year.\nThat's way better than a simple pandemic comparison. And all the reasons it made such a fierce recovery are the same ones why it has so much potential to stay ahead of traditional travel and widen its lead. Most of those reasons flow from the same source: its adaptive and flexible model. That means that as travel shifts, Airbnb shifts along with it.\nAs signs of recovery come into view, that became visible in a few ways. One was an increase in stays of a month or more. More people are using Airbnb rentals as a home rather than a vacation, which isn't nearly as feasible in traditional travel accommodations. Another is customers branching out into off-the-beaten-path destinations. That's also more challenging with standard hotels, which you can't always find in far-flung locations.\nOne way to see Airbnb's strength is how it turns it's nights booked into revenue. Nights booked increased 197% in Q2 year over year, and they decreased 1% from 2019. But Airbnb's revenue skyrocketed past that number. That means it's making more money from its bookings, and it demonstrates resilience. It's also turning more of that revenue into profit, as net loss contracted from over $576 million in Q2 2020, and more than $1 billion in Q1 2021, to $68 million in Q2 2021.\nDespite what seemed like a breakout quarter, investors snubbed the travel company. That might be because it's already somewhat expensive, trading at almost 20 times sales. But that's typical for a growth company, and it shouldn't stop you from taking a position.\nDisney's back in action\nDisney, on the other hand, is a perpetual crowd pleaser, both in its parks and in the markets. And it came through big in the third quarter, growing revenue 45%. That reversed the 42% decline in Q3 2020, despite parks functioning at limited capacity and other experiences still not running at all. All told, third-quarter sales came in just 16% below the same period of 2019, before the start of the coronavirus pandemic\nParks revenue rebounded with a more than 300% increase in Q3, or about two-thirds of the 2019 metric, and it accounted for about a quarter of the company's total sales. Media and entertainment distribution, the newly structured content-based segment, increased 18%. Streaming remained the most aggressive revenue driver in Q3, reaching almost 174 million accounts for Disney+, Hulu, and ESPN+ and topping estimates.\nThe compelling story for Disney stock comes from all of its businesses combined. There simply isn't another media company on the global scene that combines best-in-class parks and resorts with an unrivaled film library. CEO Bob Chapek has promised lots of new content, including Marvel and Star Wars series that are likely to be big winners and drive membership.\nDisney stock is down 3% year to date as of this writing, but there's so much upside to unlock for the top stock in the entertainment sector.\nIMAGE SOURCE: GETTY IMAGES.\nArtificial intelligence for banking\nDespite a slow initial public offering in December, Upstart exploded into one of the hottest stocks on the market, gaining 420% year to date. Investors finally caught onto the company's vast potential offering an artificial intelligence platform for small banking clients.\nUpstart's platform evaluates customer creditworthiness based on thousands of data points for an accurate risk assessment. This results in more approvals, putting more money in the client bank's coffers with less risk involved, a true win-win.\n\"Our second-quarter results continue to show why Upstart has the potential to be among the world's largest and most impactful fintechs,\" Upstart CEO Dave Girouard said in the company's Q2 earnings release. That confidence is warranted when you see what kind of growth Upstart is experiencing.\nIn the second quarter, revenue increased more than 1,000%, and loans originated increased more than 1,600%. It moved to a profit from a loss last year, and it expects similarly spectacular results in the third quarter.\nThe only problem with Upstart stock is how expensive the stock has become over the past few months. It now trades at nearly 300 times trailing-12-month earnings. That's a hefty premium. Keep in mind, though, many of today's greatest all-time gainers have traded at such a premium at one time or another. So while it may take time for the stocks to catch up to this pricy valuation, the way things are going and look to be continuing, you'll still have a lot of bang for your buck.","news_type":1,"symbols_score_info":{"ABNB":0.9,"DIS":0.9,"UPST":0.9}},"isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897591573,"gmtCreate":1628936380792,"gmtModify":1676529896741,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Yeah my $ stuck at alibaba&nbsp;","listText":"Yeah my $ stuck at alibaba&nbsp;","text":"Yeah my $ stuck at alibaba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897591573","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","kind":"news","pubTimestamp":1628905097,"share":"https://ttm.financial/m/news/1173847412?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p>\n<p>The stock market is near all-time highs, but train-wreck season lies just around the corner.</p>\n<p>Should you sell? After all, the S&amp;P 500,Nasdaq&nbsp;and Dow Jones Industrial Average&nbsp;often hit a rough patch in September and October.</p>\n<p>I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p>\n<p>1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p>\n<p>2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p>\n<p>3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p>\n<p>On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p>\n<p><b>Five smart money stocks</b></p>\n<p>At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just&nbsp;<i>any</i>&nbsp;insiders. I go for stocks picked up by insiders with&nbsp;<i>great</i>&nbsp;records. Here are two, trading near where insiders just bought.</p>\n<p><b>Activision Blizzard</b></p>\n<p>This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b>&nbsp;makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p>\n<p>Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p>\n<p>One risk is that fallout from allegations of sexual misconduct and&nbsp;a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says&nbsp;Morningstar analyst Neil Macker.</p>\n<p><b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p>\n<p><b>B. Riley Financial</b></p>\n<p>I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think&nbsp;<b>B. Riley Financia</b>&nbsp;is still a hold, and a buy for anyone who does not own.</p>\n<p>This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions.&nbsp;Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p>\n<p><b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p>\n<p><b>Alibaba Group</b></p>\n<p>If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform&nbsp;<b>Alibaba Group</b>&nbsp;may be for you.</p>\n<p>Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p>\n<p>These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p>\n<p><b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&amp;P 500.</p>\n<p><b>An attractive spinoff</b></p>\n<p>One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p>\n<p>A good spinoff to consider right now is&nbsp;<b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck&nbsp;in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p>\n<p>Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p>\n<p>But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p>\n<p>On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p>\n<p><b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&amp;P 500.</p>\n<p><b>An education play</b></p>\n<p>If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b>&nbsp;is there to pick up the slack.</p>\n<p>This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p>\n<p>While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p>\n<p>“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p>\n<p>He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p>\n<p><b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities&nbsp;beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart 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; 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\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OGN":"Organon & Co","RILY":"B. Riley Financial, Inc.","ATVI":"动视暴雪","BABA":"阿里巴巴","CHGG":"Chegg Inc"},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1,"symbols_score_info":{"BABA":0.9,"ATVI":0.9,"OGN":0.9,"CHGG":0.9,"RILY":0.9}},"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894106470,"gmtCreate":1628810015490,"gmtModify":1676529859233,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Yes indeed","listText":"Yes indeed","text":"Yes indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/894106470","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":891745637,"gmtCreate":1628435922329,"gmtModify":1703506218138,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Yeah alright&nbsp;","listText":"Yeah alright&nbsp;","text":"Yeah alright","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/891745637","repostId":"1159872041","repostType":4,"repost":{"id":"1159872041","kind":"news","pubTimestamp":1628385224,"share":"https://ttm.financial/m/news/1159872041?lang=en_US&edition=fundamental","pubTime":"2021-08-08 09:13","market":"us","language":"en","title":"Tesla Stock: Headed to $1,200?","url":"https://stock-news.laohu8.com/highlight/detail?id=1159872041","media":"Motley Fool","summary":"Tesla deliveries more than doubled year over year in Q2.Rising demand for electric vehicles could benefit Tesla.Investors should exercise caution when it comes to analysts' price targets.It's been a wild year for Teslastock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.In February,Piper Sandler analys","content":"<p><b>Key Points</b></p>\n<ul>\n <li>Tesla deliveries more than doubled year over year in Q2.</li>\n <li>Rising demand for electric vehicles could benefit Tesla.</li>\n <li>Investors should exercise caution when it comes to analysts' price targets.</li>\n</ul>\n<p>It's been a wild year for&nbsp;<b>Tesla</b>(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the&nbsp;<b>S&amp;P 500</b>'s 18% gain this year.</p>\n<p>But one analyst thinks the stock could take off.</p>\n<p><b>\"We still really like this stock.\"</b></p>\n<p>In February,<b>Piper Sandler</b>&nbsp;analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.</p>\n<p>Following Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.</p>\n<p>Further, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.</p>\n<p>On Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.</p>\n<p><b>So what gives?</b></p>\n<p>If shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.</p>\n<p>The issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.</p>\n<p>Investors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.</p>\n<p>While a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.</p>\n<p></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>Tesla Stock: Headed to $1,200?</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 Stock: Headed to $1,200?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-08 09:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/\">Source 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.fool.com/investing/2021/08/07/tesla-stock-headed-to-1200/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159872041","content_text":"Key Points\n\nTesla deliveries more than doubled year over year in Q2.\nRising demand for electric vehicles could benefit Tesla.\nInvestors should exercise caution when it comes to analysts' price targets.\n\nIt's been a wild year for Tesla(NASDAQ:TSLA)stock. When the year started, shares initially surged more than 20%. But the stock has now given up all of those gains, with a year-to-date return of negative 1%. This means the stock has significantly underperformed the S&P 500's 18% gain this year.\nBut one analyst thinks the stock could take off.\n\"We still really like this stock.\"\nIn February,Piper Sandler analyst Alexander Pottermade a bold call, boosting his 12-month price target for thegrowth stockfrom $515 to $1,200. He said Tesla deliveries could increase from 500,000 vehicles in 2020 to nearly 900,000 this year. Of course, this projection was made before global supply shortages worsened. Nevertheless, Tesla is growing extremely rapidly. The company's second-quarter deliveries more than doubled compared to the year-ago quarter, rising to 201,304.\nFollowing Tesla's second-quarter earnings release late last month, the analyst reiterated this target, noting that the company looks poised to benefit from market share gains, the monetization of the company's Autopilot software, and \"underappreciated opportunities\" in Tesla's energy business, which includes revenue from battery energy storage and solar energy generation products.\nFurther, Potter pointed to Tesla's strong second-quarter operating margin of 11%, which he expects will see incremental improvement from Tesla's recently launched Autopilot subscription.\nOn Aug. 3, Potter once again reiterated an overweight rating on the stock and a $1,200 price target, saying \"We still really like this stock.\" He pointed to growing demand for battery electric vehicles overall.\nSo what gives?\nIf shares could truly rise to $1,200, why do so many investors seem to think the stock is worth so much less (based on the stock's price of just under $700 at the time of this writing). After all, if $1,200 was generally viewed by investors as a likely outcome for Tesla stock within the next 12 months, shares would be trading significantly higher today.\nThe issue boils down to the stock's forward-looking valuation. With a price-to-earnings ratio of about 370 at the time of this writing, Tesla shares are largely priced for strong growth for years to come. Since the company's valuation is based largely on profits far into the future, slight variances in views for Tesla's future growth trajectory yield dramatically different assumptions about the stock's intrinsic value today.\nInvestors, therefore, shouldn't be quick to buy Tesla stock just because one analyst has a high price target for shares. Still, Potter does notably have some good points about Tesla's strong business momentum. Even Tesla itself reiterated guidance for vehicle deliveries to grow more than 50% this year -- and that guidance was provided during a time that many companies around the world (including Tesla) are negatively impacted by supply chain shortages. Further, Tesla management noted in its second-quarter update that demand for its vehicles was at an all-time high going into Q3.\nWhile a $1,200 price target for Tesla stock would be difficult to justify, shares may be trading low enough for investors to start a small position in the stock.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807901405,"gmtCreate":1627993794907,"gmtModify":1703499253041,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Go&nbsp;Alibaba Go","listText":"Go&nbsp;Alibaba Go","text":"Go Alibaba 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eh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804360486","repostId":"2156161791","repostType":4,"isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804360527,"gmtCreate":1627924791069,"gmtModify":1703498036857,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Looking to buy","listText":"Looking to buy","text":"Looking to 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buy?!!!","images":[{"img":"https://static.tigerbbs.com/fc10234a5012f1b56ff1044bb4e60135","width":"750","height":"2067"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806464968","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806462594,"gmtCreate":1627689714818,"gmtModify":1703494636792,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806462594","repostId":"1169140433","repostType":4,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803572888,"gmtCreate":1627452810144,"gmtModify":1703490253192,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Going 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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":1627428087,"share":"https://ttm.financial/m/news/2154991792?lang=en_US&edition=fundamental","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</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>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</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\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\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\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177551384,"gmtCreate":1627254678548,"gmtModify":1703485913833,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177551384","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=en_US&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? What To Consider</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\">\nIs IBM Stock Undervalued Or Overvalued? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177550951,"gmtCreate":1627254528773,"gmtModify":1703485909699,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Buy some","listText":"Buy some","text":"Buy some","images":[{"img":"https://static.tigerbbs.com/0f8683382faf318bfecc6e9361960fee","width":"750","height":"1827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177550951","isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":177108966,"gmtCreate":1627184138055,"gmtModify":1703485244309,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Thanks for the post.&nbsp;","listText":"Thanks for the post.&nbsp;","text":"Thanks for the post.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177108966","repostId":"1112927800","repostType":4,"repost":{"id":"1112927800","kind":"news","pubTimestamp":1627089375,"share":"https://ttm.financial/m/news/1112927800?lang=en_US&edition=fundamental","pubTime":"2021-07-24 09:16","market":"us","language":"en","title":"Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1112927800","media":"seekingalpha","summary":"Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV p","content":"<p><b>Summary</b></p>\n<ul>\n <li>Let's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.</li>\n <li>NIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.</li>\n <li>NIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f749c70c8a2af3e18d5f6cecc72bfbb\" tg-width=\"1536\" tg-height=\"704\" referrerpolicy=\"no-referrer\"><span>ipopba/iStock via Getty Images</span></p>\n<p><b>Article Thesis</b></p>\n<p>NIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.</p>\n<p><b>NIO And TSLA Stock Prices</b></p>\n<p>Both companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ff5ce865807df85283775d2293b41af\" tg-width=\"635\" tg-height=\"481\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Taking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.</p>\n<p><b>Is NIO Similar To Tesla?</b></p>\n<p>The answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:</p>\n<p><b>Business Model</b></p>\n<p>Both companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.</p>\n<p>Both companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.</p>\n<p><b>Size, growth, and valuation</b></p>\n<p>The two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.</p>\n<p>Tesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a986ea65130206f99961a46ce6cfed55\" tg-width=\"635\" tg-height=\"515\" referrerpolicy=\"no-referrer\"><span>Data by YCharts</span></p>\n<p>Tesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.</p>\n<p>The same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).</p>\n<p>Looking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.</p>\n<p><b>Can NIO Be Worth As Much As Tesla?</b></p>\n<p>The answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly&nbsp;overpriced&nbsp;today, I personally believe that as well (Note that some will argue that shares are&nbsp;underpriced, which is also among the possibilities, although I do not hold that belief personally).</p>\n<p>When we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.</p>\n<p>It should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.</p>\n<p><b>Is NIO A Good Stock To Buy Or Sell Now?</b></p>\n<p>When considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.</p>\n<p>One could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.</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>Will NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks</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\">\nWill NIO Stock Follow Tesla's Footsteps? What To Consider Between These Two EV Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-24 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks\">Source 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","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4440950-will-nio-stock-follow-tesla-what-to-consider-ev-stocks","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112927800","content_text":"Summary\n\nLet's take a look at how NIO compares to Tesla today, NIO's unique selling points, and the similarities between the two companies.\nNIO is a high-growth choice that does not seem overly expensive relative to how Tesla is valued.\nNIO is not a low-risk stock, however, and it may not be a good choice for everyone. Investors should also consider NIO's valuation versus legacy car companies.\n\nipopba/iStock via Getty Images\nArticle Thesis\nNIO, Inc. (NIO) is one of China's leading EV players, and has, through an attractive brand and its unique BaaS offering, attracted a lot of interest from consumers and investors. Today, however, the company is still way smaller than Tesla (TSLA), which is currently leading the global EV market. NIO is focused on its home market right now, which was true when Tesla was a smaller company as well, but NIO will try to grab market share in overseas markets as well. Shares are pricing in a lot of growth already, but if NIO can replicate Tesla's success, that could be more than justified.\nNIO And TSLA Stock Prices\nBoth companies have benefitted from growing interest in EVs during 2020, a trend that saw share prices of most EV pureplays rise rapidly. The combination of growing market share for EVs, accommodating policies such as subsidies for EV purchases, and massive monetary stimulus let shares of NIO and TSLA rise rapidly. NIO is up 245% over the last year, while TSLA is up 101% over the same time. Both companies are currently trading below their all-time highs, however, which were hit in early 2021 before market sentiment for EV pureplays cooled to some degree.\nData by YCharts\nTaking a quick look at analyst price targets, we see that Tesla is trading almost perfectly in line with the consensus, whereas NIO trades about 30% below the analyst target. If the analyst community is right, then NIO is a substantially better investment right here, as Tesla is not expected to see its shares rise meaningfully over the next year, whereas NIO has significant upside to the analyst price target.\nIs NIO Similar To Tesla?\nThe answer to that question depends on what you focus on. There are similarities between the two companies, but there are also differences. One could thus say that, in some ways, the two are similar, but in others, they are not. Let's look at a couple of things:\nBusiness Model\nBoth companies are focused on the EV space, although Tesla has, over the years, been building out a couple of other businesses as well, such as energy storage. Most of Tesla's revenues are generated through selling electric vehicles, which is also how NIO operates. Both companies are focused on the premium segment of EVs, selling higher-priced vehicles that compete with brands such as BMW, Mercedes, and Lexus. Both companies offer a small range of different vehicles, in Tesla's case those are the well-known S, X, 3, and Y, whereas NIO offers a sedan (ET7), and three SUVs (EC6, ES6, ES8). Despite the fact that NIO is a way smaller company today, the model lineups of the two companies do thus not differ too much.\nBoth companies offer some type of charging infrastructure to their customers, in Tesla's case, that's the Supercharger network, where Tesla owners can charge their cars with up to 250kW, depending on what version of Supercharger is installed. NIO is following a different approach, offering a battery-as-a-service solution to its customers. NIO owners can get their battery switched out to a fully-charged battery at NIO's stations, a process that takes a couple of minutes and is thus significantly quicker compared to the regular EV charging offered by Tesla and other EV players. BaaS thus has advantages when it comes to the time it takes for a charge/swap, but it should be noted that Tesla's Superchargers are way more common around the world compared to NIO's battery-swapping stations. Rolling out that feature in additional markets will require large capital expenditures, but NIO's offering is a unique selling point compared to what all other EV players, including Tesla, are offering. It remains to be seen whether that will ultimately pay off, but this could become a major advantage for NIO as competition in the EV space is heating up.\nSize, growth, and valuation\nThe two companies differ significantly in size, both when it comes to revenues and vehicle sales, as well as when it comes to the market value of the two companies. NIO has delivered22,000 vehicles in Q2, up 112% year over year, for an annual pace of around 90,000 vehicles. Tesla, meanwhile, has delivered 201,000 vehicles during Q2, up from 103,000 vehicles delivered during Q2 2020. This is strong growth on a year-over-year basis, although slightly below 100%, and thus below the growth rate that NIO is generating for now.\nTesla delivers around 9x as many vehicles compared to NIO per quarter, when we look at the market capitalizations of the two companies, we see that the ratio is almost exactly the same, as Tesla's market cap of $640 billion is ~9x as high as that of NIO, at $72 billion. At similar growth rates, that would make perfect sense, but it looks like NIO might be the better deal for now, as it trades at a comparable valuation while generating better growth. This will be especially true in the coming quarters, where Tesla's growth is expected to slow down:\nData by YCharts\nTesla is forecasted to grow its revenue from $49 billion in 2021 to $83 billion in 2023, for an annual growth rate of 30%. NIO, meanwhile, is expected to see its revenue explode upwards from $5.4 billion to $12.8 billion between 2021 and 2023, for an annual growth rate of 54%. NIO is thus expected to grow way faster than Tesla over the next two years, on a relative basis. This shouldn't be a surprise, to be honest, as the law of large numbers dictates that maintaining massive growth rates becomes increasingly hard for a company the bigger it gets, and Tesla seems to have hit that point by now -- adding 50%+ a year to its top line will not be possible forever. This isn't even necessarily Tesla's fault, in fact, many high-quality growth companies have experienced the same. But investors should still consider this important fact -- Tesla's growth in coming years will be less exciting compared to what we have seen in the past, and peers, such as NIO, are growing faster.\nThe same holds true when we take a longer-term view. Revenue estimates for 2025 rest at$22.6 billionfor NIO, up another 80% from the 2023 estimate, and up 320% from what analysts are forecasting for 2021. Tesla, meanwhile, is forecasted to generate revenues of $122.5 billion in 2025 -- a large number, but up by a comparatively weak 48% from 2023, and up by a total of 150% versus 2021. Between 2021 and 2025, NIO will thus 4x its revenue, while Tesla will 2.5x its revenue in the same time span -- a meaningful difference that should, all else equal, allow for a premium valuation for NIO, in the same way Tesla deserves a premium valuation versus legacy players such as Volkswagen (OTCPK:VWAGY).\nLooking at revenue estimates for 2025 relative to how the two companies are valued today, we see that NIO trades at 3.2x 2025 sales, while the 2025 sales multiple for Tesla is 5.2. For a long-term oriented investor, NIO thus seems like the better value today, thanks to the fact that it is trading at a significantly lower sales multiple when we take a look into the future. This does not necessarily mean that NIO is cheap, however, as even a 3.2x 2025 sales multiple is relatively high compared to how legacy auto companies are valued. NIO is looking less expensive than Tesla, however, even if its shares are not cheap on an absolute basis.\nCan NIO Be Worth As Much As Tesla?\nThe answer to that depends on what time frame you are looking at. Today, NIO is significantly smaller than Tesla and thus rightfully trades at a way smaller market cap. It should also be noted that there is no guarantee that Tesla's shares are a great example of how an EV company should be valued -- it is, at least, possible that its shares are significantly overpriced today, I personally believe that as well (Note that some will argue that shares are underpriced, which is also among the possibilities, although I do not hold that belief personally).\nWhen we do, for a moment, assume that Tesla is correctly valued today and that EV companies do deserve a market cap in the $600 billion range when they sell about 800,000 vehicles a year, then NIO could eventually hit that as well, although not in the near term. NIO will sell about 90,000 vehicles this year, and that amount should grow to about 400,000 in 2025. If NIO were to grow its sales by 15% a year beyond that point, it could sell around 800,000 cars in 2030, or 9 years from now. If one wants to assume faster growth, the 800,000 vehicles a year line could also be crossed before 2030, e.g. in 2028 or 2029. If we do go with 2030 for now, then NIO could, at a similar deliveries-to-market capitalization ratio to Tesla, be valued at $600+ billion in 2030. In other words, NIO could be worth as much as Tesla (today) in nine years, when we assume that current growth projections are realistic and that a Tesla-like valuation is appropriate. Those are two major ifs, of course, and especially the second point is far from certain, I believe. I personally would not be too surprised to see Tesla's valuation compress, and thus NIO could trade well below the $600 billion market cap level in 2030, even if it continues to grow meaningfully. It is also possible that NIO's growth disappoints and that current projections are too bullish, although I think that NIO is well-positioned for growth thanks to its unique BaaS model and its strong brand that is especially well-recognized in its home market.\nIt should also be noted that Tesla's market cap in 2030 could be very different from $600 billion, thus even in case NIO hits that level, it is not at all guaranteed that the two companies will have a similar market cap. Tesla might be valued at a way higher valuation by then, e.g. if the ARK model is right (something I personally think is unlikely). To answer the above question, one could thus say that NIO might be worth hundreds of billions of dollars, like Tesla, in 8-10 years, but that is not at all guaranteed. And even if that were to happen, Tesla might be worth significantly more by then.\nIs NIO A Good Stock To Buy Or Sell Now?\nWhen considering NIO as an investment, it doesn't really matter all that much whether it will become as large or highly valued as Tesla eventually. Instead, investors should ask themselves what total returns they can expect over the next couple of years, and whether those expected returns are high enough relative to the risks in NIO's business model. Regarding those risks, one should mention the fact that the company isn't profitable yet, which means that NIO is dependent on cash on its balance sheet for growth investments. On top of that, competition in the EV space is growing, and market share battles could pressure margins in coming years, although NIO seems relatively well-positioned thanks to its battery-swapping, which is, I believe, a strong USP. Last but not least, the company's dependence on its home market China is a potential risk that should be kept in mind, although it should also be noted that, for now, it seems like the Chinese government is very accommodating to Chinese EV companies.\nOne could argue that valuations across the whole EV industry are too high, relative to how legacy auto companies are valued. Even those legacy players with attractive EV offerings such as Volkswagen or Ford trade at huge discounts compared to EV pureplays. But if one wants to invest in an EV pureplay, NIO doesn't seem like a bad choice. The company combines a strong brand, a unique BaaS offering, high growth rates, and shares trade at a discount compared to how the EV king Tesla is valued. At a little above 3x 2025 revenue, NIO does not seem overly expensive relative to other EV pureplays, although this still represents a premium versus legacy players, of course. If NIO manages to execute well and continues to roll out new models that are well-received by consumers, its shares could have significant upside potential in the long run. If EV stocks ever become an out-of-favor investment, NIO stock also could have considerable downside, however, this thus is not a low-risk pick. Depending on your risk tolerance, NIO could still be of value if you want a high-growth EV pureplay.","news_type":1,"symbols_score_info":{"NIO":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177375004,"gmtCreate":1627183679508,"gmtModify":1703485233849,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Is it going to move?","listText":"Is it going to move?","text":"Is it going to move?","images":[{"img":"https://static.tigerbbs.com/e515f21480d0c492562cb57acbc3d99a","width":"750","height":"1827"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177375004","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":174325831,"gmtCreate":1627081357523,"gmtModify":1703483779893,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584845497808923","idStr":"3584845497808923"},"themes":[],"htmlText":"Cleverness&nbsp;","listText":"Cleverness&nbsp;","text":"Cleverness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174325831","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":177551384,"gmtCreate":1627254678548,"gmtModify":1703485913833,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/177551384","repostId":"1176552691","repostType":4,"repost":{"id":"1176552691","kind":"news","pubTimestamp":1627183789,"share":"https://ttm.financial/m/news/1176552691?lang=en_US&edition=fundamental","pubTime":"2021-07-25 11:29","market":"us","language":"en","title":"Is IBM Stock Undervalued Or Overvalued? What To Consider","url":"https://stock-news.laohu8.com/highlight/detail?id=1176552691","media":"seekingalpha","summary":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.","content":"<p><b>Summary</b></p>\n<ul>\n <li>IBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.</li>\n <li>Prior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.</li>\n <li>More transparency is needed regarding the Kyndryl spinoff.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c798e0536c6804d44b195f6f349fab5\" tg-width=\"1536\" tg-height=\"1044\" width=\"100%\" height=\"auto\"><span>Ethan Miller/Getty Images News</span></p>\n<p>International Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.</p>\n<p>Although the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.</p>\n<p>What is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.</p>\n<p>Management is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.</p>\n<p><b>Recent Quarterly Results</b></p>\n<p>IBM&nbsp;reported&nbsp;Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.</p>\n<p>Revenue of $18.7 billion was flat when adjusted for currency and divestitures.</p>\n<p>The negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.</p>\n<p>The global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.</p>\n<p>The positive side of the report had Cloud &amp; Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.</p>\n<p>Net cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.</p>\n<p>Since year-end 2020, the company has reduced debt by $6.4 billion.</p>\n<p>Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021.</p>\n<p><b>Where IBM Stands Tall</b></p>\n<p>IBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.</p>\n<p>It is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.</p>\n<p>For example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.</p>\n<p>Half of the world’s wireless connections are handled by the firm.</p>\n<p>IBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.</p>\n<p>Eight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ace4f1436fd2697c5ad266b5017e1dd\" tg-width=\"960\" tg-height=\"721\" width=\"100%\" height=\"auto\"><span>Source: Forbes</span></p>\n<p>It is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.</p>\n<p>However, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.</p>\n<p><b>The Sources Of Potential Growth</b></p>\n<p>Investors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh&nbsp;provided insight&nbsp;into how hybrid cloud drives revenue in some of IBM’s other divisions.</p>\n<blockquote>\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n</blockquote>\n<p>Of course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.</p>\n<p>Because hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.</p>\n<p>I reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm&nbsp;forecasts&nbsp;a CAGR of 18.73% from 2021 through 2026.</p>\n<p>Investors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.</p>\n<p>The following chart provides a record of the firm’s total cloud growth over the last six quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fc85156e70f6caf8ae809f76126a723\" tg-width=\"576\" tg-height=\"336\" width=\"100%\" height=\"auto\"><span>Source: Company reports / Chart by Author</span></p>\n<p>Aside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.</p>\n<p>Early in 2019, IBM&nbsp;introduced&nbsp;the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.</p>\n<p>Pardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence&nbsp;forecasts&nbsp;a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.</p>\n<p>For additional insights regarding quantum computing and IBM’s position within that industry, I point you to&nbsp;my article, “IBM: Why My Eye Is Fixed On Big Blue.”</p>\n<p><b>Understanding Kyndryl</b></p>\n<p>Once&nbsp;Kyndryl&nbsp;is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.</p>\n<p>The split will&nbsp;transform&nbsp;IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.</p>\n<p>Global Business Services, which currently constitutes 22% of the company’s revenue, will&nbsp;account&nbsp;for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.</p>\n<p>IBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.</p>\n<p>Initially, the two companies will each be the largest customer of the other.</p>\n<p>What remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.</p>\n<p><b>Has IBM Turned The Corner?</b></p>\n<p>Anyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/60cc8b82052f97dd449205999ee30711\" tg-width=\"577\" tg-height=\"337\" width=\"100%\" height=\"auto\"><span>Source: Data from ycharts / chart by author</span></p>\n<p>While this is not proof positive that the company is back on track, the recent trend is at least encouraging.</p>\n<p>In 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.</p>\n<p>The CEO&nbsp;recently stated&nbsp;he expects IBM to generate $12 billion to $13 billion in FCF in 2022.</p>\n<p><b>Debt And Dividend</b></p>\n<p>While investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.</p>\n<p>The company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b73e613157c486a5f5e8306546121971\" tg-width=\"1280\" tg-height=\"720\" width=\"100%\" height=\"auto\"><span>Source: IBM Presentation</span></p>\n<p>IBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.</p>\n<p><b>Is IBM Stock Overvalued?</b></p>\n<p>IBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.</p>\n<p>IBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.</p>\n<p>The 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.</p>\n<p>I believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.</p>\n<p><b>Is IBM Stock A Good Long-Term Investment?</b></p>\n<p>IBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.</p>\n<p>That the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.</p>\n<p>If management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.</p>\n<p>IBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.</p>\n<p>All considered, I rate IBM as a BUY.</p>\n<p>I think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.</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>Is IBM Stock Undervalued Or Overvalued? What To Consider</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\">\nIs IBM Stock Undervalued Or Overvalued? What To Consider\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-25 11:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM"},"source_url":"https://seekingalpha.com/article/4440996-is-ibm-stock-undervalued-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176552691","content_text":"Summary\n\nIBM beat analysts’ second-quarter earnings as cloud revenue and operating margins improved.\nPrior to Q1, IBM posted declining revenue for four consecutive quarters, and 30 of the last 34 quarters.\nMore transparency is needed regarding the Kyndryl spinoff.\n\nEthan Miller/Getty Images News\nInternational Business Machines Corporation (IBM) is a company in transition. Unfortunately for investors, the transition has been in place for the better part of a decade. Those turnaround efforts include investments in cloud computing and artificial intelligence and the divestiture of legacy businesses. While there are now signs of green shoots, it is yet to be seen as to whether the seeds sown have fallen on rocky ground.\nAlthough the company has a rapidly growing business in hybrid cloud offerings, and a potential growth engine in quantum computing, it faces intense competition in the former industry and uncertain prospects in the latter. Most of the firm’s other businesses are in the doldrums, so IBM’s growth prospects are opaque.\nWhat is certain is that as of today, IBM has a reasonable and diminishing debt load and strong free cash flow.\nManagement is attempting to address growth concerns in part by focusing on the firm’s cloud offerings, while it spins off its managed infrastructure business. That company will be named Kyndryl. However, the debt which the new entity will shoulder, along with the portion of the current dividend that it will carry, has not been divulged.\nRecent Quarterly Results\nIBM reported Q2 results last Monday. With non-GAAP EPS of $2.33, the company beat estimates by $0.04.\nRevenue of $18.7 billion was flat when adjusted for currency and divestitures.\nThe negative side of the report had Systems revenue declining by 7%. However, this was largely due to the normal IBM Z mainframe cycle, down 13% year over year.\nThe global financing division, which represents a low single digit percentage of overall revenues, was down 9%. Global technology services, which represents roughly a third of overall revenue and will largely be spun off as Kyndryl, had flattish growth.\nThe positive side of the report had Cloud & Cognitive Software cloud revenue up 29% and Global Business Services cloud revenue up 35%. Total cloud revenue of $27 billion increased by 15% over the last 12 months, while cloud revenue grew 13% in the quarter to $7.0 billion.\nNet cash from operating activities hit $17.7 billion, and adjusted free cash flow totaled $11 billion over the last 12 months.\nSince year-end 2020, the company has reduced debt by $6.4 billion.\nManagement guides for adjusted free cash flow of $11 billion to $12 billion in 2021.\nWhere IBM Stands Tall\nIBM is viewed by many as at best a third rate IT company and at worst as a dinosaur, headed towards extinction.\nIt is evident that the company’s revenues have declined for years; however, to accurately assess the stock, investors must understand that IBM’s legacy businesses have many strengths.\nFor example, IBM is the world’s largest IT services company and the dominant provider of mainframes. Among the Fortune 50 companies, 47 are IBM clients.\nHalf of the world’s wireless connections are handled by the firm.\nIBM's mainframe systems process nearly 90% of the globe’s credit card transactions, and 97% of the world's largest banks rely on IBM products and services. Consequently, twenty-nine billion ATM transactions are processed annually using IBM systems.\nEight out of 10 global retailers rely on IBM products and services while 80% of the travel industry's reservations run through IBM systems. That results in 4 billion flight reservations being processed using the company’s IT services.\nSource: Forbes\nIt is evident that IBM has a massive customer base that provides large scale recurring revenues. In many cases, moving to competitors' offerings would mean risking the transfer of sensitive information, a move many are not willing to take.\nHowever, with the transition to cloud services and open source software, there is an increased adoption by firms of mix and match IT infrastructures. In turn, this is eroding IBM’s competitive advantage associated with customer switching costs.\nThe Sources Of Potential Growth\nInvestors are generally aware of IBM's effort to drive growth through its hybrid cloud offerings. However, when questioned at JPMorgan’s recent investor conference, CFO Jim Kavanaugh provided insight into how hybrid cloud drives revenue in some of IBM’s other divisions.\n\n For every $1 (in business) we land on a hybrid cloud platform, we see $3 to $5 of software drag and $6 to $8 of services drag overall.\n\nOf course, Kavanaugh is using drag to refer to increased revenue in software and services associated with adoption of IBM’s hybrid cloud. If Kavanaugh’s claims are accurate, that means every dollar spent on the company’s hybrid cloud platform translates into $9 to $13 in additional revenue from the firm’s software and services offerings.\nBecause hybrid cloud uses a mix of on-premises private cloud and public cloud services, it offers clients a degree of data privacy. This is of particular concern for customers in healthcare and financial services. Consequently, I would posit that IBM might have an advantage in competing with other hybrid cloud providers as it has extensive relationships within those industries.\nI reviewed a variety of prognostications regarding projected growth rates for the hybrid cloud market. The most recent study, which also falls in the middle of other predictions, is by Mordor Intelligence. That firm forecasts a CAGR of 18.73% from 2021 through 2026.\nInvestors should be aware that the major operators in this space are Cisco (CSCO), Hewlett Packard (HPE), Amazon (AMZN), Citrix Systems (CTXS), and IBM.\nThe following chart provides a record of the firm’s total cloud growth over the last six quarters.\nSource: Company reports / Chart by Author\nAside from cloud, there is another source of potential growth, although it is unlikely to materialize soon.\nEarly in 2019, IBM introduced the Q System One. IBM Q systems are the world's first quantum computer designed for scientific and commercial use.\nPardon the pun, but quantum computers represent a quantum leap in technology. Prescient And Strategic Intelligence forecasts a CAGR of 56% for the industry through 2030 with the quantum computer market share reaching nearly $65 billion.\nFor additional insights regarding quantum computing and IBM’s position within that industry, I point you to my article, “IBM: Why My Eye Is Fixed On Big Blue.”\nUnderstanding Kyndryl\nOnce Kyndryl is launched, it will have more than 90,000 employees and more than 4,600 customers in 115 countries. With a $60 billion services backlog, the new entity will begin with projected revenues of $19 billion. At twice the size of its closest competitor, the company will be the world’s largest managed infrastructure services provider.\nThe split will transform IBM from a company that pulls half of its revenue from services to a firm with its software and solutions businesses generating over half of its revenue on a recurring basis.\nGlobal Business Services, which currently constitutes 22% of the company’s revenue, will account for over 40% of sales. Here it is important to note that the division grew revenue by 12% year over year in the last quarter.\nIBM will retain Red Hat and its solution provider business, the systems businesses, and its mission-critical public cloud service, and a software portfolio focused on big data, AI, and security.\nInitially, the two companies will each be the largest customer of the other.\nWhat remains to be known regarding the spinoff is how much debt each company will shoulder, and the share of the dividend that the companies will pay. Krishna stated the two companies will work together to sustain the current payout level.\nHas IBM Turned The Corner?\nAnyone who follows IBM knows the company has experienced an extended period of poor results. The following chart provides a record of the firm’s quarterly FCF over the last fourteen quarters.\nSource: Data from ycharts / chart by author\nWhile this is not proof positive that the company is back on track, the recent trend is at least encouraging.\nIn 2020, IBM generated $10.8 billion in free cash flow. Management guides for adjusted free cash flow of $11 billion to $12 billion in 2021. This excludes $3 billion in structural impacts related to the Kyndryl spinoff.\nThe CEO recently stated he expects IBM to generate $12 billion to $13 billion in FCF in 2022.\nDebt And Dividend\nWhile investors can rightfully complain of a variety of management moves over the years, the firm has maintained a reasonable debt profile while engaging in a number of acquisitions.\nThe company has reduced the debt by roughly $18 billion since its peak in mid-2019. IBM maintains an investment level credit rating, and the following chart provides a record of the company’s progress paying down debt of late.\nSource: IBM Presentation\nIBM has a yield of 4.64%, a payout ratio a bit below 61%, and a 5 year dividend growth rate of 4.26%. As previously noted, following the spinoff of Kyndryl, the two companies will team to provide a payout equivalent to the current dividend.\nIs IBM Stock Overvalued?\nIBM shares trade for $141.13. The average 12 month price target of 8 analysts is $153.50. The price target of the 3 analysts rating the stock since the last earnings report is $151.33.\nIBM has a P/E of 24.05x and a forward P/E of 17.67x. This compares to its five year averages of 16.42x and 13.25x respectively. It is well below the sector average which is in the low thirties for both metrics.\nThe 3 to 5 year PEG provided by Seeking Alpha Premium is 1.16x. Schwab calculates a PEG of 1.49x, and Yahoo does not provide a PEG ratio.\nI believe the current P/E ratios for the stock reflect investors anticipating increased growth for IBM once the spinoff is complete. The PEG ratios show the stock is reasonably valued.\nIs IBM Stock A Good Long-Term Investment?\nIBM has an entrenched but evolving position among many of the largest companies on the globe. Unfortunately, the cloud, which is seen as the company’s primary avenue for growth, could also lead to a slow deterioration in some of the firm’s legacy businesses.\nThat the cloud business has been growing at a rapid pace is manifest: IBM can now boast of over 3,200 clients using the firm’s hybrid cloud platform. That is nearly four times the number just prior to the Red Hat acquisition.\nIf management’s claims are accurate, the hybrid cloud platform will create robust growth in the software and services division’s revenues. When combined with the spinoff of Kyndryl’s slow growing managed infrastructure services business, it is reasonable to believe IBM will witness increased growth.\nIBM has a solid balance sheet, a robust yield, and when viewed using PEG ratios as a basis for valuing the stock, the shares are trading at a bit of a discount.\nAll considered, I rate IBM as a BUY.\nI think the worst case short to mid-term scenario is that the company experiences slow growth while investors collect a rather robust dividend.","news_type":1,"symbols_score_info":{"IBM":0.9}},"isVote":1,"tweetType":1,"viewCount":952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897591573,"gmtCreate":1628936380792,"gmtModify":1676529896741,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Yeah my $ stuck at alibaba&nbsp;","listText":"Yeah my $ stuck at alibaba&nbsp;","text":"Yeah my $ stuck at alibaba","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/897591573","repostId":"1173847412","repostType":4,"repost":{"id":"1173847412","kind":"news","pubTimestamp":1628905097,"share":"https://ttm.financial/m/news/1173847412?lang=en_US&edition=fundamental","pubTime":"2021-08-14 09:38","market":"us","language":"en","title":"If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money","url":"https://stock-news.laohu8.com/highlight/detail?id=1173847412","media":"MarketWatch","summary":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others. The stock market is near all-time highs, but train-wreck season lies just around the corner.I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.The smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insid","content":"<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a750143fbfb2e7d732bb3dcc80114d61\" tg-width=\"700\" tg-height=\"393\" referrerpolicy=\"no-referrer\"><span>(Photo by Chung Sung-Jun/Getty Images)</span></p>\n<p>The stock market is near all-time highs, but train-wreck season lies just around the corner.</p>\n<p>Should you sell? After all, the S&amp;P 500,Nasdaq&nbsp;and Dow Jones Industrial Average&nbsp;often hit a rough patch in September and October.</p>\n<p>I say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.</p>\n<p>1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.</p>\n<p>2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.</p>\n<p>3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.</p>\n<p>On the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.</p>\n<p><b>Five smart money stocks</b></p>\n<p>At my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just&nbsp;<i>any</i>&nbsp;insiders. I go for stocks picked up by insiders with&nbsp;<i>great</i>&nbsp;records. Here are two, trading near where insiders just bought.</p>\n<p><b>Activision Blizzard</b></p>\n<p>This is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.<b>Activision Blizzard</b>&nbsp;makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.</p>\n<p>Besides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.</p>\n<p>One risk is that fallout from allegations of sexual misconduct and&nbsp;a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says&nbsp;Morningstar analyst Neil Macker.</p>\n<p><b>The smart money signal</b>: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.</p>\n<p><b>B. Riley Financial</b></p>\n<p>I introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think&nbsp;<b>B. Riley Financia</b>&nbsp;is still a hold, and a buy for anyone who does not own.</p>\n<p>This is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions.&nbsp;Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.</p>\n<p><b>The smart money signal</b>: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).</p>\n<p><b>Alibaba Group</b></p>\n<p>If you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform&nbsp;<b>Alibaba Group</b>&nbsp;may be for you.</p>\n<p>Its shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.</p>\n<p>These are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.</p>\n<p><b>The smart money signal</b>: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&amp;P 500.</p>\n<p><b>An attractive spinoff</b></p>\n<p>One tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.</p>\n<p>A good spinoff to consider right now is&nbsp;<b>Organon</b>,a mid-size pharma company. It was jettisoned from Merck&nbsp;in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.</p>\n<p>Of course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.</p>\n<p>But this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.</p>\n<p>On the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.</p>\n<p><b>The smart money signal</b>: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&amp;P 500.</p>\n<p><b>An education play</b></p>\n<p>If universities have allowed their participation in the culture wars to distract them from the core mission of basic education,<b>Chegg</b>&nbsp;is there to pick up the slack.</p>\n<p>This online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.</p>\n<p>While online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.</p>\n<p>“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”</p>\n<p>He likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.</p>\n<p><b>The smart money signal</b>: Landis’ Firsthand Technology Opportunities&nbsp;beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart 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; 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\">\nIf you’re nervous about the stock market at record highs, consider these five companies that are loved by the smart money\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, ...</p>\n\n<a href=\"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OGN":"Organon & Co","RILY":"B. Riley Financial, Inc.","ATVI":"动视暴雪","BABA":"阿里巴巴","CHGG":"Chegg Inc"},"source_url":"https://www.marketwatch.com/story/if-youre-nervous-about-the-stock-market-at-record-highs-consider-these-five-companies-that-are-loved-by-the-smart-money-11628865442?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173847412","content_text":"Company insiders and professional investors are buying shares of Alibaba, Chegg and Activision Blizzard, among others\n(Photo by Chung Sung-Jun/Getty Images)\nThe stock market is near all-time highs, but train-wreck season lies just around the corner.\nShould you sell? After all, the S&P 500,Nasdaq and Dow Jones Industrial Average often hit a rough patch in September and October.\nI say hold on, and indeed consider any of the five companies below because they are “smart money” favorites. But first, big picture, here are three reasons to stay the course.\n1. There’s no guarantee that the seasonal weakness will repeat. Besides, the ability to time market turns is tough.\n2. Fears about the delta variant of Covid are overblown. More people are getting vaccinated, and most of them won’t suffer severe symptoms if infected, say market strategists at T. Rowe Price.\n3. There’s a lot of embedded demand in the economy and it will sustain growth, says Leuthold Group strategist Jim Paulsen.\nOn the consumer front (most of the economy): Personal savings at a record high, durable goods purchases are near a 50-year low, and new household formation is at a record high. People buy stuff to fill new homes. Next, the economy has plenty of room to grow given the elevated jobless rate and big excess lending capacity at banks.\nFive smart money stocks\nAt my stock letter Brush Up on Stocks, I favor stocks that corporate insiders like. But not just any insiders. I go for stocks picked up by insiders with great records. Here are two, trading near where insiders just bought.\nActivision Blizzard\nThis is the company behind the most popular and addictive online games — like Call of Duty, World of Warcraft, Diablo, Overwatch and Candy Crush.Activision Blizzard makes money via game sales and subscriptions, by selling in-game content and ads. It has around 408 million regular users.\nBesides winning over new fans, the company regularly launches new games and expands existing franchises — most recently with World of Warcraft: The Burning Crusade, in June. This addition marks “the start of what is intended to be a very significant 18-month period for content releases,” says the company. Sales grew 19% to $2.30 billion in the second quarter, and operating margins are rich at 42%.\nOne risk is that fallout from allegations of sexual misconduct and a related lawsuit by the California Department of Fair Employment and Housing will “make it difficult for the firm to attract and retain top talent in a very competitive industry,” says Morningstar analyst Neil Macker.\nThe smart money signal: Director Peter Nolan just bought $2 million worth at $80-$82.28 a share. He’s a good insider to follow because he bought $4.3 million in March 2019 at $43 and the stock is now almost a double. Also, in my system of insider analysis, repeat buying on strength (as opposed to profit taking) is bullish. He also bought at $3.70 back in 2004.\nB. Riley Financial\nI introduced this name in my stock letter in March 2018 at $20 and reiterated it over a dozen times into strength after that. It now trades for over $65. Despite the hefty gains, I think B. Riley Financia is still a hold, and a buy for anyone who does not own.\nThis is a Los Angeles-based investment bank that also manages money and does stock research. It specializes in small- and mid-cap stocks. B. Riley Financial is a good proxy for the overall market and the U.S. economy, given its banking and market-related businesses. This will be a plus, as economic growth holds up. It also continues to expand via acquisitions. Revenue grew 26% in the second quarter to $336.8 million, in part because of an acquisition. It pays a 2.9% dividend yield.\nThe smart money signal: CEO Bryant Riley purchased $3.4 million worth of stock at $63 to $68 in early June and August. He has a long record of buying over $22 million worth of stock in the $8 to $48 range since 2014, including $6.6 million in purchases near the start of this year at $46 to $48.71 (already up over 40%).\nAlibaba Group\nIf you like to buy quality companies whose stocks are beaten down by a host of problems, then Chinese consumer platform Alibaba Group may be for you.\nIts shares are down 40% since October because of rising U.S.-China tensions, some weakness in its core consumer business, the possible loss of tax breaks in China, and allegations of sexual assault inside the company.\nThese are serious issues, but this is also a company with serious potential. Over one billion consumers use its marketplaces, including 891 million in China and 240 million abroad. Organic sales growth is 32%. It’s in the early stages of rolling out its AliCloud cloud computing business, which could be the next big growth driver.\nThe smart money signal: This company is singled out by Albert Meyer of Bastiat Capital, which has posted 22% annualized growth over the past five years compared to 17.7% for the S&P 500.\nAn attractive spinoff\nOne tactic that works fairly consistently in investing is buying spinoffs. Companies don’t like to burn shareholders, so they tend to do spinoffs at a discount, as a kind of “gift.” Money managers who get spun-off shares often dump them anyway, because the new company does not fit their mandate.\nA good spinoff to consider right now is Organon,a mid-size pharma company. It was jettisoned from Merck in May. Organon just bounced 12% on Aug. 12 after it posted a solid quarter, but it still trades below the spinoff price of around $38. At this level, the stock looks attractively cheap, trading near five times 2021 earnings.\nOf course, Organon is cheap because it has issues. The chief one is the looming patent cliff on many of its products. Its Nexplanon birth control rolls off patent during 2025-2027, and that’s 11% of sales.\nBut this might not be such a threat. “There is a strong possibility that it can extend its patent to as late as 2030,” says Bruce Kaser, a value investor who is the editor of the Cabot Turnaround Letter. Nexplanon is a rod implanted under the skin, so women may be reluctant to go with a discount version. Another problem: Organon sells into China, where the government is cutting the prices of its products. But the worst of the damage may be over.\nOn the upside, Organon plans to regularly launch new products. And the company has $1.3 billion in annual free cash flow supporting a dividend yield of 3.3%.\nThe smart money signal: Organon was recently suggested in the Cabot Turnaround Letter, which has a good record. Its portfolio is up 135.8% in the past 12 months, compared with 36.5% for S&P 500.\nAn education play\nIf universities have allowed their participation in the culture wars to distract them from the core mission of basic education,Chegg is there to pick up the slack.\nThis online education company helps college and high school students master their math and writing skills. The company also helps students save on expensive text books by offering rentals and e-textbook versions.\nWhile online education has a black eye, Chegg is the exception. Last year student subscriptions jumped 67% to 6.6 million from a year earlier. Sales grew 30% in the quarter, and the company guided to 28% sales growth for this year, to $805 million to $815 million.\n“Online learning had a bad reputation for overcharging, while success rates were minimal,” says money manager Kevin Landis. “But Chegg is different.”\nHe likes the robust growth in the U.S. and the big potential for international growth, particularly in Asia.\nThe smart money signal: Landis’ Firsthand Technology Opportunities beats its Morningstar technology fund category by eight percentage points annualized over the past five years. Chegg is the second-largest position, at 8% of the portfolio. Chegg is the sixth-biggest holding of the Alger Weatherbie Specialized Growth Fund,which beats its mid-cap growth category by 5.7 percentage points annualized over the past five years.","news_type":1,"symbols_score_info":{"BABA":0.9,"ATVI":0.9,"OGN":0.9,"CHGG":0.9,"RILY":0.9}},"isVote":1,"tweetType":1,"viewCount":2841,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176710286,"gmtCreate":1626915537245,"gmtModify":1703480453337,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Oh [Sad]&nbsp;","listText":"Oh [Sad]&nbsp;","text":"Oh [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/176710286","repostId":"1182390348","repostType":4,"repost":{"id":"1182390348","kind":"news","pubTimestamp":1626915354,"share":"https://ttm.financial/m/news/1182390348?lang=en_US&edition=fundamental","pubTime":"2021-07-22 08:55","market":"us","language":"en","title":"Minerd Says U.S. Stocks Could Plunge 15% in ‘Very Rough’ Autumn","url":"https://stock-news.laohu8.com/highlight/detail?id=1182390348","media":"Bloomberg","summary":"(Bloomberg) -- U.S. stocks could tumble 15% or more by the end of October in a challenging period fo","content":"<p>(Bloomberg) -- U.S. stocks could tumble 15% or more by the end of October in a challenging period for markets, said Scott Minerd, chairman and chief investment officer of Guggenheim Investments.</p>\n<p>“September and October are likely to be very rough this year” for stocks, Minerd said in a Bloomberg Television interview Wednesday. “Maybe a pullback of 15% or slightly more. But once the Dodgers are at the opening game of the World Series, I think you’ll be able to buy.”</p>\n<p>A faster-than-expected tapering of asset purchases from the Federal Reserve and the increasing spread of the delta variant are both major risk factors for stocks, Minerd said.</p>\n<p>Minerd also expects cryptocurrencies to remain challenged in the coming months. He sees Bitcoin falling further to “something in the neighborhood of $15,000, and said “a lot of this stuff is just junk.”</p>\n<p>Bitcoin traded around $31,700 Wednesday, near the lower end of its range over the past two months and down about 50% from the April peak.</p>\n<p>“I think there’s still more air to come out,” Minerd said. “The standard bear market for Bitcoin has been an 80% retracement and given all the uncertainty and the new competition from new coins, I think there’s more downside to go.”</p>\n<p>“When do you buy it? I don’t think anytime soon,” he added.</p>\n<p>Minerd said Bitcoin’s under-performance of late is a bad sign for risk assets and could be the “canary in the coal mine that’s telling us we have more problems ahead for risk assets, and in particular stocks.”</p>\n<p>Long term, Minerd sees Ethereum as a “more viable” cryptocurrency than Bitcoin.</p>\n<p>Better Credit Opportunities Ahead</p>\n<p>In credit, Minerd said lower-rated high-yield bonds are extremely expensive on a historical basis. For now, he prefers the top tier of junk bonds, and expects better opportunities to buy junk credit in the coming months.</p>\n<p>“We are coming into a seasonally difficult time for risk assets, and there might be a better entry point if you want to get involved in high yield credit than where we are today,” Minerd said.</p>\n<p>Treasury yields could fall as much as 60 basis points from here if markets enter a risk-off cycle, he added.</p>","source":"lsy1612507957220","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>Minerd Says U.S. Stocks Could Plunge 15% in ‘Very Rough’ Autumn</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\">\nMinerd Says U.S. Stocks Could Plunge 15% in ‘Very Rough’ Autumn\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 08:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/minerd-says-u-stocks-could-213554381.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- U.S. stocks could tumble 15% or more by the end of October in a challenging period for markets, said Scott Minerd, chairman and chief investment officer of Guggenheim Investments.\n“...</p>\n\n<a href=\"https://finance.yahoo.com/news/minerd-says-u-stocks-could-213554381.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/minerd-says-u-stocks-could-213554381.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182390348","content_text":"(Bloomberg) -- U.S. stocks could tumble 15% or more by the end of October in a challenging period for markets, said Scott Minerd, chairman and chief investment officer of Guggenheim Investments.\n“September and October are likely to be very rough this year” for stocks, Minerd said in a Bloomberg Television interview Wednesday. “Maybe a pullback of 15% or slightly more. But once the Dodgers are at the opening game of the World Series, I think you’ll be able to buy.”\nA faster-than-expected tapering of asset purchases from the Federal Reserve and the increasing spread of the delta variant are both major risk factors for stocks, Minerd said.\nMinerd also expects cryptocurrencies to remain challenged in the coming months. He sees Bitcoin falling further to “something in the neighborhood of $15,000, and said “a lot of this stuff is just junk.”\nBitcoin traded around $31,700 Wednesday, near the lower end of its range over the past two months and down about 50% from the April peak.\n“I think there’s still more air to come out,” Minerd said. “The standard bear market for Bitcoin has been an 80% retracement and given all the uncertainty and the new competition from new coins, I think there’s more downside to go.”\n“When do you buy it? I don’t think anytime soon,” he added.\nMinerd said Bitcoin’s under-performance of late is a bad sign for risk assets and could be the “canary in the coal mine that’s telling us we have more problems ahead for risk assets, and in particular stocks.”\nLong term, Minerd sees Ethereum as a “more viable” cryptocurrency than Bitcoin.\nBetter Credit Opportunities Ahead\nIn credit, Minerd said lower-rated high-yield bonds are extremely expensive on a historical basis. For now, he prefers the top tier of junk bonds, and expects better opportunities to buy junk credit in the coming months.\n“We are coming into a seasonally difficult time for risk assets, and there might be a better entry point if you want to get involved in high yield credit than where we are today,” Minerd said.\nTreasury yields could fall as much as 60 basis points from here if markets enter a risk-off cycle, he added.","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584839794199440","authorId":"3584839794199440","name":"Mammoth","avatar":"https://static.tigerbbs.com/036db6f852821966d5b40229ad16e66a","crmLevel":4,"crmLevelSwitch":1,"idStr":"3584839794199440","authorIdStr":"3584839794199440"},"content":"[Happy] [Happy]","text":"[Happy] [Happy]","html":"[Happy] [Happy]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":157587278,"gmtCreate":1625589841694,"gmtModify":1703744576895,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"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/157587278","repostId":"1142221624","repostType":4,"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":153104804,"gmtCreate":1625012307808,"gmtModify":1703849989550,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/153104804","repostId":"1122418477","repostType":4,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":149351983,"gmtCreate":1625706357842,"gmtModify":1703746731401,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/149351983","repostId":"1102362663","repostType":4,"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803576874,"gmtCreate":1627452688898,"gmtModify":1703490251556,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803576874","repostId":"2154991792","repostType":4,"repost":{"id":"2154991792","kind":"highlight","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":1627428087,"share":"https://ttm.financial/m/news/2154991792?lang=en_US&edition=fundamental","pubTime":"2021-07-28 07:21","market":"us","language":"en","title":"Wall St snaps five-day up streak as caution rises before tech earnings, Fed","url":"https://stock-news.laohu8.com/highlight/detail?id=2154991792","media":"Reuters","summary":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the t","content":"<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</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>Wall St snaps five-day up streak as caution rises before tech earnings, Fed</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\">\nWall St snaps five-day up streak as caution rises before tech earnings, Fed\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\">2021-07-28 07:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.</p>\n<p>The Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.</p>\n<p>Shares of Apple Inc, Microsoft Corp&nbsp;and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&amp;P 500 along with Amazon.com Inc , which is expected to report results later this week.</p>\n<p>Also, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.</p>\n<p>Shares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.</p>\n<p>\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p>\n<p>Adding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.</p>\n<p>\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.</p>\n<p>Uncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.</p>\n<p>The Dow Jones Industrial Average&nbsp;fell 85.79 points, or 0.24%, to 35,058.52, the S&amp;P 500&nbsp;lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite &nbsp;dropped 180.14 points, or 1.21%, to 14,660.58.</p>\n<p>Helping to support the Dow, shares of McDonald's Corp&nbsp;rose 1% ahead of its results due before the bell on Wednesday.</p>\n<p>In another sign that investors were in a risk-off mood, defensive sectors such as real estate&nbsp;and utilities&nbsp;were the two best-performing S&amp;P 500 categories for the day, and U.S. Treasuries prices rose.</p>\n<p>Intel Corp&nbsp;shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.</p>\n<p>Volume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.</p>\n<p>Declining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.</p>\n<p>The S&amp;P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154991792","content_text":"NEW YORK, July 27 (Reuters) - U.S. stocks fell on Tuesday, ending a five-day winning streak in the three major indexes, as investors were cautious before results from top tech and internet names and Wednesday's Federal Reserve announcement.\nThe Nasdaq led the day's declines, registering its biggest daily percentage drop since May 12, but the three indexes pared losses heading into the close and ended well off the lows of the session.\nShares of Apple Inc, Microsoft Corp and Google parent Alphabet Inc , which all reported earnings after the bell, dropped and weighed the most on the Nasdaq and S&P 500 along with Amazon.com Inc , which is expected to report results later this week.\nAlso, electric-car maker Tesla Inc fell 2%, a day after it posted a bigger-than-expected second-quarter profit but said a global chip shortage that led to temporary factory shutdowns for the automaker remains serious.\nShares of the heavily weighted tech and internet companies have run up recently and last week regained leadership in the market, putting their results even more in the spotlight.\n\"Expectations are so high. They're going to have good numbers ... but we are expecting much more or maybe they will talk down the second half of the year,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\nAdding to the cautious tone is the outlook for U.S.-listed Chinese stocks, he said. The shares including Baidu extended losses as fears over more regulations in the mainland persisted.\n\"There's a fair amount of (U.S.) investors in those companies,\" Nolte said.\nUncertainty also rose as the Fed began its two-day meeting, with investors looking for signs on when it intends to begin reining in its massive stimulus program.\nThe Dow Jones Industrial Average fell 85.79 points, or 0.24%, to 35,058.52, the S&P 500 lost 20.84 points, or 0.47%, to 4,401.46 and the Nasdaq Composite  dropped 180.14 points, or 1.21%, to 14,660.58.\nHelping to support the Dow, shares of McDonald's Corp rose 1% ahead of its results due before the bell on Wednesday.\nIn another sign that investors were in a risk-off mood, defensive sectors such as real estate and utilities were the two best-performing S&P 500 categories for the day, and U.S. Treasuries prices rose.\nIntel Corp shares dropped 2.1% after it said its factories would start building Qualcomm chips and laid out a road map to expand its new foundry business.\nVolume on U.S. exchanges was 10.36 billion shares, compared with the 9.86 billion average for the full session over the last 20 trading days.\nDeclining issues outnumbered advancing ones on the NYSE by a 1.87-to-1 ratio; on Nasdaq, a 2.65-to-1 ratio favored decliners.\nThe S&P 500 posted 44 new 52-week highs and no new lows; the Nasdaq Composite recorded 39 new highs and 235 new lows.","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142075568,"gmtCreate":1626108731054,"gmtModify":1703753635208,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Final 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$","images":[{"img":"https://static.tigerbbs.com/0badd693572ddb8ddeb6e2f8d74943eb","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/158002068","isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":153614729,"gmtCreate":1625021262361,"gmtModify":1703850316716,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Oh&nbsp;","listText":"Oh&nbsp;","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/153614729","repostId":"1124855646","repostType":4,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173100284,"gmtCreate":1626624615348,"gmtModify":1703762438982,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Stay mysterious&nbsp;","listText":"Stay mysterious&nbsp;","text":"Stay mysterious","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173100284","repostId":"1123523681","repostType":4,"isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144216991,"gmtCreate":1626299968713,"gmtModify":1703757247153,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"End of year launch?","listText":"End of year launch?","text":"End of year launch?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/144216991","repostId":"1109822941","repostType":4,"repost":{"id":"1109822941","kind":"news","pubTimestamp":1626271170,"share":"https://ttm.financial/m/news/1109822941?lang=en_US&edition=fundamental","pubTime":"2021-07-14 21:59","market":"us","language":"en","title":"Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade","url":"https://stock-news.laohu8.com/highlight/detail?id=1109822941","media":"Thestreet","summary":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune qu","content":"<p>Apple&nbsp;shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.</p>\n<p>Bloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics,&nbsp;saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).</p>\n<p>Shares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as&nbsp;Samik Chatterjee&nbsp;boosted his price target by $5 to $175 each.</p>\n<p>\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"</p>\n<p>Apple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.</p>\n<p>Apple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.</p>\n<p>Apple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".</p>\n<p>Greater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.</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>Apple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade</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\">\nApple at Fresh Record High on iPhone Production Boost Report, JPMorgan Upgrade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade><strong>Thestreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer...</p>\n\n<a href=\"https://www.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade\">Source 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.thestreet.com/investing/apple-jumps-on-iphone-production-boost-report-jpmorgan-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109822941","content_text":"Apple shares jumped to a fresh record high Wednesday following a report that the iPhone maker has asked suppliers to boost production by as much as 20% this year as it looks to meet improving customer demand.\nBloomberg reported Wednesday that Apple is looking to build 90 million next-generation iPhones this year, with the world's biggest tech company expected to get a boost from the launch of new 5G handsets later this year. Earlier this month, Apple's main rival, Samsung Electronics, saidJune quarter profits are likely to rise by 53% from last yearto 12.5 trillion won ($11 billion).\nShares were also buoyed by an upgrade at JPMorgan, which added the stock to its 'analyst focus list' as Samik Chatterjee boosted his price target by $5 to $175 each.\n\"We are adding Apple shares to the Analyst Focus List as a Growth idea as data points supporting our recently highlighted favorable view on the shares continue to trickle in, including upside revision to iPhone 12 build estimates by Apple Supply Chain analyst, William Yang, as well as continued strength in sales of Mac devices,\" Chatterjee wrote. \"While the above drivers lead to an increase in our near-term forecasts, the recent momentum led by better market share, drives us to also estimate higher sustainable volumes in future quarters, leading us to see a path to Apple outperforming investor expectations over a longer time horizon rather than just the upcoming earnings print.\"\nApple shares were marked 2.1% higher in early trading Wednesday to change hands at $148.71 each, just shy of the intra-day record high of $148.96 it hit at the opening bell.\nApple is set to report its third quarter earnings on July 27, with CFO Luca Maestri cautioning investors in late April that the group is likely to experience a \"steeper than usual\" sequential revenue decline thanks in part to supply constraints linked to the global semiconductor shortage following Street-blasting sales of nearly $90 billion for the three months ending in March.\nApple said iPhone revenues rose 65% from last year to $47.94 billion, well ahead of the $41.7 billion Street forecast, thanks to what CEO Tim Cook called \"strong demand for the iPhone 12 family\".\nGreater China revenues, Apple said, rose 88% from last year's pandemic trough to $17.728 billion, while overall services revenues rose 26.6% to $16.9 billion.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142837673,"gmtCreate":1626140341692,"gmtModify":1703754106264,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"SG stocks is …","listText":"SG stocks is …","text":"SG stocks is …","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142837673","repostId":"1122197825","repostType":4,"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148119472,"gmtCreate":1625958905596,"gmtModify":1703751126960,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Zoom zoom zoom&nbsp;","listText":"Zoom zoom zoom&nbsp;","text":"Zoom zoom zoom","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148119472","repostId":"2150370120","repostType":4,"isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155261957,"gmtCreate":1625440822679,"gmtModify":1703741595887,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Thanks for the insights&nbsp;","listText":"Thanks for the insights&nbsp;","text":"Thanks for the insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155261957","repostId":"1189605893","repostType":4,"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804360715,"gmtCreate":1627924863837,"gmtModify":1703498037366,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Good buy&nbsp;","listText":"Good buy&nbsp;","text":"Good buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/804360715","repostId":"1191539307","repostType":4,"isVote":1,"tweetType":1,"viewCount":3489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174325831,"gmtCreate":1627081357523,"gmtModify":1703483779893,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Cleverness&nbsp;","listText":"Cleverness&nbsp;","text":"Cleverness","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/174325831","repostId":"2153984780","repostType":4,"isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173100103,"gmtCreate":1626624522102,"gmtModify":1703762438499,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Ipo","listText":"Ipo","text":"Ipo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173100103","repostId":"1183956332","repostType":4,"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":170561426,"gmtCreate":1626442960065,"gmtModify":1703760264800,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/170561426","repostId":"1167804296","repostType":4,"repost":{"id":"1167804296","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626442279,"share":"https://ttm.financial/m/news/1167804296?lang=en_US&edition=fundamental","pubTime":"2021-07-16 21:31","market":"us","language":"en","title":"Dow jumps above 35,000 as retail sales top expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1167804296","media":"Tiger Newspress","summary":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nT","content":"<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p>\n<p>The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p>\n<p>June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p>\n<p>Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p>\n<p>“While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p>\n<p>Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p>\n<p>The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p>\n<p>Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p>\n<p>Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p>\n<p>The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p>\n<p>Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p>\n<p>Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p>\n<p>For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p>\n<p>The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p>\n<p>Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p>\n<p>Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p>\n<p>Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p>\n<p>“I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</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>Dow jumps above 35,000 as retail sales top expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow jumps above 35,000 as retail sales top expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-16 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.</p>\n<p>The Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&amp;P 500 added 0.4% and the Nasdaq Composite gained 0.3%.</p>\n<p>June&nbsp;retail and food service sales&nbsp;rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.</p>\n<p>Cyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.</p>\n<p>“While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.</p>\n<p>Bank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.</p>\n<p>The iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.</p>\n<p>Live Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.</p>\n<p>Shares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.</p>\n<p>The moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.</p>\n<p>Investors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.</p>\n<p>Morgan Stanley’s&nbsp;second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.</p>\n<p>For18 S&amp;P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.</p>\n<p>The soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&amp;P 500, which dipped 0.2% on the week as of Thursday’s close.</p>\n<p>Much of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.</p>\n<p>Wall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.</p>\n<p>Yellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.</p>\n<p>“I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167804296","content_text":"U.S. stock indexes rose on Friday as the latest retail sales data topped economists' expectations.\nThe Dow Jones Industrial Average gained about 80 points, or 0.23%. The S&P 500 added 0.4% and the Nasdaq Composite gained 0.3%.\nJune retail and food service sales rose 0.6%, while economists surveyed by the Dow Jones had expected a 0.4% decline. Excluding autos, those sales jumped 1.3%, beating economists' estimate of a 0.4% gain.\nCyclical stocks tied to the economic recovery saw gains in early morning trading.A stabilization in bond yieldsaided this move with the 10-year Treasury yield climbing back up above 1.30%.\n“While stock market valuations appear lofty, the global economic recovery continues to surge. Strong GDP and earnings growth, supportive fiscal and monetary policy, and a recovering labor market all support an optimistic view on stocks for the remainder of the year,” said Greg Marcus, UBS Private Wealth Management managing director.\nBank of America led gains in bank stocks in premarket trading. Boeing shares edged higher. Airlines, casinos, and energy stocks inched into the green.\nThe iShares Russell 2000 ETF, containing small cap shares more reliant on the U.S. economy, gained in premarket trading.\nLive Nation’s stock rose in the premarket afterGoldman said the stock can rally nearly 40%as concerts return.\nShares of Carnival, Royal Caribbean and Norwegian each increased in early morning trading after Canada announced it wouldallow cruise ships to resume operationsin its waters starting Nov. 1, sooner than planned. Previously, the Canadian government extended its cruise ban until the end of February 2022.\nThe moves in recovery-related stocks came even amid concerns about ultra-infectious variants of the coronavirus. Los Angeles County announced Thursday it wouldrestore an indoor mask mandate, including for fully-vaccinated people, due to a rapid and sustained increase in Covid-19 cases.\nInvestors also digested strong earnings results from the first major week of second-quarter reports. Though some of the nation’s largest companies posted healthy profits and revenues amid the economic recovery, the reaction in the stock market has so far been muted.\nMorgan Stanley’s second-quarter earnings report, for example, topped analysts’ expectations Thursday, yet its shares closed just 0.18% higher.\nFor18 S&P 500 companies that beat analyst estimates for second-quarter earnings this week, the average earnings-per-share result was 18% higher than expected. But those companies saw their shares fall 0.58% on average after reporting.\nThe soft moves in reaction to corporate earnings have contributed to a lackluster week for the S&P 500, which dipped 0.2% on the week as of Thursday’s close.\nMuch of the market’s upward pressure over the last week has come from a handful of mega-cap internet and communications stocks. Apple, Netflix, Google-parent Alphabet and Microsoft are all up this week.\nWall Street may be checking its optimism in the aftermath of the recent hotconsumer price index inflation reportand commentary from both Federal Reserve Chairman Jerome Powell and Treasury Secretary Janet Yellen about the pace of price appreciation in the near term.\nYellen, who spoke to CNBC’s “Closing Bell” on Thursday, said she predictsprices could continue to rise for several more months before cooling off.\n“I’m not saying that this is a one-month phenomenon. But I think over the medium term, we’ll see inflation decline back toward normal levels,” she said. “But, of course, we have to keep a careful eye on it.”","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144215569,"gmtCreate":1626300191751,"gmtModify":1703757251412,"author":{"id":"3584845497808923","authorId":"3584845497808923","name":"Rozilla","avatar":"https://static.tigerbbs.com/48a6d0bfd53f17c7b4cd754a4ca13cc6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584845497808923","authorIdStr":"3584845497808923"},"themes":[],"htmlText":"Go baba go","listText":"Go baba go","text":"Go baba go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144215569","repostId":"1140308728","repostType":4,"repost":{"id":"1140308728","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626269912,"share":"https://ttm.financial/m/news/1140308728?lang=en_US&edition=fundamental","pubTime":"2021-07-14 21:38","market":"us","language":"en","title":"Alibaba shares rises more than 2% in early trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1140308728","media":"Tiger Newspress","summary":"China's two online giants Alibaba Group Holding Ltd and Tencent Holdings Ltd are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce market","content":"<p>Alibaba&nbsp;shares&nbsp;rises&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/feb287cbe7df2e743e9e667abae40ba2\" tg-width=\"1274\" tg-height=\"590\" referrerpolicy=\"no-referrer\">China's two online giants Alibaba Group Holding Ltd&nbsp;and Tencent Holdings Ltd&nbsp;are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.</p>\n<p>It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.</p>\n<p>Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\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 shares rises more than 2% in early trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-14 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Alibaba&nbsp;shares&nbsp;rises&nbsp;more&nbsp;than&nbsp;2%&nbsp;in&nbsp;early&nbsp;trading.</p>\n<p><img src=\"https://static.tigerbbs.com/feb287cbe7df2e743e9e667abae40ba2\" tg-width=\"1274\" tg-height=\"590\" referrerpolicy=\"no-referrer\">China's two online giants Alibaba Group Holding Ltd&nbsp;and Tencent Holdings Ltd&nbsp;are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.</p>\n<p>It comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.</p>\n<p>Both Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","BABA":"阿里巴巴","00700":"腾讯控股"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140308728","content_text":"Alibaba shares rises more than 2% in early trading.\nChina's two online giants Alibaba Group Holding Ltd and Tencent Holdings Ltd are gradually considering opening up their services to each other, according to a Wall Street Journal report on Wednesday.\nIt comes days after China's crackdown on a number of technology companies with overseas listings including Didi Chuxing, Tencent and Alibaba.\nBoth Alibaba and Tencent are working on new plans separately to loosen up restrictions including introducing Tencent's WeChat Pay to Alibaba's e-commerce marketplaces, Taobao and Tmall, the WSJ report added, citing people familiar with the matter.","news_type":1,"symbols_score_info":{"BABA":0.9,"00700":0.9,"TCEHY":0.9}},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}